Análisis de declaraciones
Loomis Sayles & Co L P
13F-HR · período Q2 2026 · presentado Aug 14, 2026
$79.79BValor 13F declarado
1,159Posiciones
1Otros gestores incluidos
+66Nuevo
228Incrementada
336Reducida
−80Posición cerrada
Mayores nuevas posiciones
| Valor | Valor | Ponderación |
|---|---|---|
| GOOGN Alphabet Inc. Depository Shs… | $72.80M | 0.1% |
| GOOGM Alphabet Inc. Depository Shs… | $63.65M | 0.1% |
| SMTC Semtech Corporation | $50.58M | 0.1% |
| RYAN Ryan Specialty Holdings, Inc. | $36.18M | 0.0% |
| ATEN A10 Networks, Inc. | $33.03M | 0.0% |
| VSH Vishay Intertechnology, Inc. | $29.09M | 0.0% |
| OVV Ovintiv Inc. | $27.83M | 0.0% |
| AIP Arteris, Inc. | $25.54M | 0.0% |
| LIND Lindblad Expeditions… | $25.09M | 0.0% |
| TCBI Texas Capital Bancshares, Inc. | $24.56M | 0.0% |
Mayores redimensionamientos
| Valor | Δ acciones | Valor actual | |
|---|---|---|---|
| GOOGL Alphabet Inc. | ▼ Trim | -0.7% | $6.15B |
| NFLX Netflix, Inc. | ▲ Add | +5.4% | $2.86B |
| NVDA NVIDIA Corporation | ▼ Trim | -3.6% | $7.90B |
| MSFT Microsoft Corporation | ▲ Add | +28.3% | $2.90B |
| TSLA Tesla, Inc. | ▲ Add | +0.2% | $5.33B |
| AMZN Amazon.com, Inc. | ▼ Trim | -0.2% | $4.36B |
| MNST Monster Beverage Corporation | ▼ Trim | -4.1% | $2.39B |
| QCOM QUALCOMM Incorporated | ▼ Trim | -95.6% | $33.94M |
| V Visa Inc. | ▼ Trim | -1.6% | $3.13B |
| REGN Regeneron Pharmaceuticals… | ▼ Trim | -2.8% | $1.16B |
Procedencia: Metadatos del índice de formularios EDGAR; análisis de la tabla de información procesada (última versión aceptada de este trimestre). No es comentario editorial — solo campos calculados.