Filed: 11/13/2025ACC: 0000312348-25-000035
📋 What this filing means
LOOMIS SAYLES & CO L P filed this quarterly 13F‑HR report disclosing 712 equity positions with a total reported market value of $84.08B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
712
Positions
$84.08B
Total AUM (reported)
544.75M
Total Shares
Allocation by class
COMMON$80.82B96.1%
ADR$2.38B2.8%
EXCHANGE TRADED FUNDS$390.30M0.5%
CV BND$314.51M0.4%
EXCHANGE TRADED FUNDS - DEBT$88.14M0.1%
CV PFD$76.57M0.1%
EXCHANGE TRADED FUNDS - COMMODITY$4.00M0.0%
Portfolio Concentration
Top 3$18.76B22.3%
4–10$26.68B31.7%
11–25$18.02B21.4%
Rest$20.61B24.5%
Top 3 weight
22.3%
Top 10 weight
54.0%
Voting Authority Distribution
Total shares with voting rights: 544.75M
Sole
Full voting authority
464.31M
shares
% of voting shares85.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
80.44M
shares
% of voting shares14.8%
Investment Discretion (by position count)
Sole0
Shared0
Other712
Dominant voting typeSole · 85.2% of voting shares
Institutional Holdings712
Rows:
NVIDIA CORP
DFNDShares40.90M
TypeSH
Market value$7.63B
9.08%
Sole
33.59M
Shared
0.00
None
7.31M
TESLA INC
DFNDShares12.74M
TypeSH
Market value$5.67B
6.74%
Sole
10.57M
Shared
0.00
None
2.17M
META PLATFORMS INC
DFNDShares7.44M
TypeSH
Market value$5.46B
6.50%
Sole
6.15M
Shared
0.00
None
1.29M
ORACLE CORP
DFNDShares16.43M
TypeSH
Market value$4.62B
5.50%
Sole
13.62M
Shared
0.00
None
2.82M
NETFLIX.COM INC
DFNDShares3.72M
TypeSH
Market value$4.46B
5.30%
Sole
3.05M
Shared
0.00
None
663.07K
ALPHABET INC-CL A
DFNDShares17.18M
TypeSH
Market value$4.18B
4.97%
Sole
14.52M
Shared
0.00
None
2.66M
AMAZON.COM INC
DFNDShares18.24M
TypeSH
Market value$4.01B
4.76%
Sole
14.97M
Shared
0.00
None
3.28M
VISA INC-CLASS A SHRS
DFNDShares9.26M
TypeSH
Market value$3.16B
3.76%
Sole
7.67M
Shared
0.00
None
1.59M
MICROSOFT CORP
DFNDShares6.10M
TypeSH
Market value$3.16B
3.76%
Sole
5.06M
Shared
0.00
None
1.04M
BOEING CO
DFNDShares14.37M
TypeSH
Market value$3.10B
3.69%
Sole
12.21M
Shared
0.00
None
2.16M
SHOPIFY INC - CLASS A
DFNDShares14.81M
TypeSH
Market value$2.20B
2.62%
Sole
12.54M
Shared
0.00
None
2.27M
AUTODESK INC
DFNDShares5.93M
TypeSH
Market value$1.88B
2.24%
Sole
4.94M
Shared
0.00
None
989.18K
MONSTER BEVERAGE CORPORATION
DFNDShares26.90M
TypeSH
Market value$1.81B
2.15%
Sole
22.30M
Shared
0.00
None
4.61M
THE WALT DISNEY CO
DFNDShares14.53M
TypeSH
Market value$1.66B
1.98%
Sole
12.11M
Shared
0.00
None
2.42M
VERTEX PHARMACEUTICALS INC
DFNDShares4.12M
TypeSH
Market value$1.61B
1.92%
Sole
3.47M
Shared
0.00
None
651.75K
SALESFORCE.COM INC
DFNDShares6.26M
TypeSH
Market value$1.48B
1.76%
Sole
5.22M
Shared
0.00
None
1.04M
REGENERON PHARMACEUTICALS
DFNDShares1.98M
TypeSH
Market value$1.11B
1.32%
Sole
1.65M
Shared
0.00
None
330.68K
NOVO-NORDISK A/S SPONS ADR
DFNDShares16.17M
TypeSH
Market value$897.02M
1.07%
Sole
13.75M
Shared
0.00
None
2.42M
STARBUCKS CORP
DFNDShares9.72M
TypeSH
Market value$822.59M
0.98%
Sole
8.10M
Shared
0.00
None
1.62M
QUALCOMM INC
DFNDShares4.78M
TypeSH
Market value$794.41M
0.94%
Sole
3.99M
Shared
0.00
None
783.43K
INTUITIVE SURGICAL INC
DFNDShares1.76M
TypeSH
Market value$784.99M
0.93%
Sole
1.47M
Shared
0.00
None
288.07K
SEI INVESTMENTS CO
DFNDShares8.98M
TypeSH
Market value$761.62M
0.91%
Sole
7.44M
Shared
0.00
None
1.53M
ALPHABET INC-CL C
DFNDShares3.09M
TypeSH
Market value$752.38M
0.89%
Sole
2.19M
Shared
0.00
None
897.01K
NOVARTIS AG SPON ADR
DFNDShares5.66M
TypeSH
Market value$726.47M
0.86%
Sole
4.72M
Shared
0.00
None
942.44K
EXPEDITORS INTL WASH INC
DFNDShares5.83M
TypeSH
Market value$715.18M
0.85%
Sole
4.83M
Shared
0.00
None
999.48K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPDFND | COMMON | 40.90M | SH | $7.63B 9.08% | 33.59M | 0.00 | 7.31M |
TESLA INCDFND | COMMON | 12.74M | SH | $5.67B 6.74% | 10.57M | 0.00 | 2.17M |
META PLATFORMS INCDFND | COMMON | 7.44M | SH | $5.46B 6.50% | 6.15M | 0.00 | 1.29M |
ORACLE CORPDFND | COMMON | 16.43M | SH | $4.62B 5.50% | 13.62M | 0.00 | 2.82M |
NETFLIX.COM INCDFND | COMMON | 3.72M | SH | $4.46B 5.30% | 3.05M | 0.00 | 663.07K |
ALPHABET INC-CL ADFND | COMMON | 17.18M | SH | $4.18B 4.97% | 14.52M | 0.00 | 2.66M |
AMAZON.COM INCDFND | COMMON | 18.24M | SH | $4.01B 4.76% | 14.97M | 0.00 | 3.28M |
VISA INC-CLASS A SHRSDFND | COMMON | 9.26M | SH | $3.16B 3.76% | 7.67M | 0.00 | 1.59M |
MICROSOFT CORPDFND | COMMON | 6.10M | SH | $3.16B 3.76% | 5.06M | 0.00 | 1.04M |
BOEING CODFND | COMMON | 14.37M | SH | $3.10B 3.69% | 12.21M | 0.00 | 2.16M |
SHOPIFY INC - CLASS ADFND | COMMON | 14.81M | SH | $2.20B 2.62% | 12.54M | 0.00 | 2.27M |
AUTODESK INCDFND | COMMON | 5.93M | SH | $1.88B 2.24% | 4.94M | 0.00 | 989.18K |
MONSTER BEVERAGE CORPORATIONDFND | COMMON | 26.90M | SH | $1.81B 2.15% | 22.30M | 0.00 | 4.61M |
THE WALT DISNEY CODFND | COMMON | 14.53M | SH | $1.66B 1.98% | 12.11M | 0.00 | 2.42M |
VERTEX PHARMACEUTICALS INCDFND | COMMON | 4.12M | SH | $1.61B 1.92% | 3.47M | 0.00 | 651.75K |
SALESFORCE.COM INCDFND | COMMON | 6.26M | SH | $1.48B 1.76% | 5.22M | 0.00 | 1.04M |
REGENERON PHARMACEUTICALSDFND | COMMON | 1.98M | SH | $1.11B 1.32% | 1.65M | 0.00 | 330.68K |
NOVO-NORDISK A/S SPONS ADRDFND | ADR | 16.17M | SH | $897.02M 1.07% | 13.75M | 0.00 | 2.42M |
STARBUCKS CORPDFND | COMMON | 9.72M | SH | $822.59M 0.98% | 8.10M | 0.00 | 1.62M |
QUALCOMM INCDFND | COMMON | 4.78M | SH | $794.41M 0.94% | 3.99M | 0.00 | 783.43K |
INTUITIVE SURGICAL INCDFND | COMMON | 1.76M | SH | $784.99M 0.93% | 1.47M | 0.00 | 288.07K |
SEI INVESTMENTS CODFND | COMMON | 8.98M | SH | $761.62M 0.91% | 7.44M | 0.00 | 1.53M |
ALPHABET INC-CL CDFND | COMMON | 3.09M | SH | $752.38M 0.89% | 2.19M | 0.00 | 897.01K |
NOVARTIS AG SPON ADRDFND | ADR | 5.66M | SH | $726.47M 0.86% | 4.72M | 0.00 | 942.44K |
EXPEDITORS INTL WASH INCDFND | COMMON | 5.83M | SH | $715.18M 0.85% | 4.83M | 0.00 | 999.48K |
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