Filed: 8/13/2025ACC: 0000312348-25-000028
📋 What this filing means
LOOMIS SAYLES & CO L P filed this quarterly 13F‑HR report disclosing 722 equity positions with a total reported market value of $79.80B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
722
Positions
$79.80B
Total AUM (reported)
560.27M
Total Shares
Allocation by class
COMMON$76.37B95.7%
ADR$2.43B3.0%
CV BND$413.31M0.5%
EXCHANGE TRADED FUNDS$375.39M0.5%
CV PFD$141.81M0.2%
EXCHANGE TRADED FUNDS - DEBT$57.17M0.1%
EXCHANGE TRADED FUNDS - COMMODITY$2.51M0.0%
Portfolio Concentration
Top 3$17.19B21.5%
4–10$24.37B30.5%
11–25$17.65B22.1%
Rest$20.59B25.8%
Top 3 weight
21.5%
Top 10 weight
52.1%
Voting Authority Distribution
Total shares with voting rights: 560.27M
Sole
Full voting authority
475.82M
shares
% of voting shares84.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
84.46M
shares
% of voting shares15.1%
Investment Discretion (by position count)
Sole0
Shared0
Other722
Dominant voting typeSole · 84.9% of voting shares
Institutional Holdings722
Rows:
NVIDIA CORP
DFNDShares41.96M
TypeSH
Market value$6.63B
8.31%
Sole
34.03M
Shared
0.00
None
7.93M
META PLATFORMS INC
DFNDShares7.53M
TypeSH
Market value$5.56B
6.97%
Sole
6.17M
Shared
0.00
None
1.36M
NETFLIX.COM INC
DFNDShares3.74M
TypeSH
Market value$5.00B
6.27%
Sole
3.05M
Shared
0.00
None
686.43K
AMAZON.COM INC
DFNDShares19.26M
TypeSH
Market value$4.23B
5.30%
Sole
15.67M
Shared
0.00
None
3.59M
TESLA INC
DFNDShares12.91M
TypeSH
Market value$4.10B
5.14%
Sole
10.62M
Shared
0.00
None
2.30M
ORACLE CORP
DFNDShares16.93M
TypeSH
Market value$3.70B
4.64%
Sole
13.95M
Shared
0.00
None
2.98M
VISA INC-CLASS A SHRS
DFNDShares9.02M
TypeSH
Market value$3.20B
4.01%
Sole
7.34M
Shared
0.00
None
1.68M
MICROSOFT CORP
DFNDShares6.17M
TypeSH
Market value$3.07B
3.85%
Sole
5M
Shared
0.00
None
1.17M
ALPHABET INC-CL A
DFNDShares17.41M
TypeSH
Market value$3.07B
3.84%
Sole
14.45M
Shared
0.00
None
2.96M
BOEING CO
DFNDShares14.33M
TypeSH
Market value$3.00B
3.76%
Sole
12.08M
Shared
0.00
None
2.25M
AUTODESK INC
DFNDShares5.83M
TypeSH
Market value$1.81B
2.26%
Sole
4.79M
Shared
0.00
None
1.04M
THE WALT DISNEY CO
DFNDShares14.34M
TypeSH
Market value$1.78B
2.23%
Sole
11.76M
Shared
0.00
None
2.58M
SALESFORCE.COM INC
DFNDShares6.27M
TypeSH
Market value$1.71B
2.14%
Sole
5.15M
Shared
0.00
None
1.12M
VERTEX PHARMACEUTICALS INC
DFNDShares3.81M
TypeSH
Market value$1.70B
2.13%
Sole
3.16M
Shared
0.00
None
653.05K
SHOPIFY INC - CLASS A
DFNDShares14.62M
TypeSH
Market value$1.69B
2.11%
Sole
12.23M
Shared
0.00
None
2.39M
MONSTER BEVERAGE CORPORATION
DFNDShares26.45M
TypeSH
Market value$1.66B
2.08%
Sole
21.62M
Shared
0.00
None
4.83M
REGENERON PHARMACEUTICALS
DFNDShares1.94M
TypeSH
Market value$1.02B
1.28%
Sole
1.60M
Shared
0.00
None
339.05K
INTUITIVE SURGICAL INC
DFNDShares1.73M
TypeSH
Market value$939.14M
1.18%
Sole
1.42M
Shared
0.00
None
308.46K
STARBUCKS CORP
DFNDShares9.59M
TypeSH
Market value$878.49M
1.10%
Sole
7.86M
Shared
0.00
None
1.73M
NOVO-NORDISK A/S SPONS ADR
DFNDShares12.58M
TypeSH
Market value$868.00M
1.09%
Sole
10.48M
Shared
0.00
None
2.09M
SEI INVESTMENTS CO
DFNDShares8.84M
TypeSH
Market value$794.47M
1.00%
Sole
7.23M
Shared
0.00
None
1.61M
QUALCOMM INC
DFNDShares4.79M
TypeSH
Market value$763.11M
0.96%
Sole
3.93M
Shared
0.00
None
862.11K
DEERE & CO
DFNDShares1.39M
TypeSH
Market value$704.93M
0.88%
Sole
1.16M
Shared
0.00
None
227.04K
NOVARTIS AG SPON ADR
DFNDShares5.58M
TypeSH
Market value$675.43M
0.85%
Sole
4.60M
Shared
0.00
None
985.72K
FACTSET RESEARCH SYSTEMS INC
DFNDShares1.51M
TypeSH
Market value$674.52M
0.85%
Sole
1.24M
Shared
0.00
None
272.55K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPDFND | COMMON | 41.96M | SH | $6.63B 8.31% | 34.03M | 0.00 | 7.93M |
META PLATFORMS INCDFND | COMMON | 7.53M | SH | $5.56B 6.97% | 6.17M | 0.00 | 1.36M |
NETFLIX.COM INCDFND | COMMON | 3.74M | SH | $5.00B 6.27% | 3.05M | 0.00 | 686.43K |
AMAZON.COM INCDFND | COMMON | 19.26M | SH | $4.23B 5.30% | 15.67M | 0.00 | 3.59M |
TESLA INCDFND | COMMON | 12.91M | SH | $4.10B 5.14% | 10.62M | 0.00 | 2.30M |
ORACLE CORPDFND | COMMON | 16.93M | SH | $3.70B 4.64% | 13.95M | 0.00 | 2.98M |
VISA INC-CLASS A SHRSDFND | COMMON | 9.02M | SH | $3.20B 4.01% | 7.34M | 0.00 | 1.68M |
MICROSOFT CORPDFND | COMMON | 6.17M | SH | $3.07B 3.85% | 5M | 0.00 | 1.17M |
ALPHABET INC-CL ADFND | COMMON | 17.41M | SH | $3.07B 3.84% | 14.45M | 0.00 | 2.96M |
BOEING CODFND | COMMON | 14.33M | SH | $3.00B 3.76% | 12.08M | 0.00 | 2.25M |
AUTODESK INCDFND | COMMON | 5.83M | SH | $1.81B 2.26% | 4.79M | 0.00 | 1.04M |
THE WALT DISNEY CODFND | COMMON | 14.34M | SH | $1.78B 2.23% | 11.76M | 0.00 | 2.58M |
SALESFORCE.COM INCDFND | COMMON | 6.27M | SH | $1.71B 2.14% | 5.15M | 0.00 | 1.12M |
VERTEX PHARMACEUTICALS INCDFND | COMMON | 3.81M | SH | $1.70B 2.13% | 3.16M | 0.00 | 653.05K |
SHOPIFY INC - CLASS ADFND | COMMON | 14.62M | SH | $1.69B 2.11% | 12.23M | 0.00 | 2.39M |
MONSTER BEVERAGE CORPORATIONDFND | COMMON | 26.45M | SH | $1.66B 2.08% | 21.62M | 0.00 | 4.83M |
REGENERON PHARMACEUTICALSDFND | COMMON | 1.94M | SH | $1.02B 1.28% | 1.60M | 0.00 | 339.05K |
INTUITIVE SURGICAL INCDFND | COMMON | 1.73M | SH | $939.14M 1.18% | 1.42M | 0.00 | 308.46K |
STARBUCKS CORPDFND | COMMON | 9.59M | SH | $878.49M 1.10% | 7.86M | 0.00 | 1.73M |
NOVO-NORDISK A/S SPONS ADRDFND | ADR | 12.58M | SH | $868.00M 1.09% | 10.48M | 0.00 | 2.09M |
SEI INVESTMENTS CODFND | COMMON | 8.84M | SH | $794.47M 1.00% | 7.23M | 0.00 | 1.61M |
QUALCOMM INCDFND | COMMON | 4.79M | SH | $763.11M 0.96% | 3.93M | 0.00 | 862.11K |
DEERE & CODFND | COMMON | 1.39M | SH | $704.93M 0.88% | 1.16M | 0.00 | 227.04K |
NOVARTIS AG SPON ADRDFND | ADR | 5.58M | SH | $675.43M 0.85% | 4.60M | 0.00 | 985.72K |
FACTSET RESEARCH SYSTEMS INCDFND | COMMON | 1.51M | SH | $674.52M 0.85% | 1.24M | 0.00 | 272.55K |
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