LOOMIS SAYLES & CO L P

Q1 2024 13F-HR Holdings

Location
Boston, MA
Holdings as of
3/31/2024
Date filed
5/14/2024
Form type
13F-HR
Num holdings
696
Total value ($000)
$70,314,804
Net value change ($000)
+5,011,984 (7.7%)
New positions
49
Sold out positions
319
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to Q4 2023
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NVDA 682,997 18.2%
AMZN 538,055 17.1%
DIS 533,338 40.7%
NFLX 499,601 22.7%
META 405,471 10.5%
ORCL 356,813 17.7%
MSFT 295,808 12.1%
CRM 243,637 12.7%
GOOGL 232,825 9.0%
NVO 205,271 22.0%
Top Reduces (Value $000, Stocks/ETFs)
BA -156,083 -5.7%
DISH Network CORP -137,540 -69.8%
CNMD -80,342 -90.4%
UBER -77,560 -80.4%
WSC -64,347 -100.0%
SBUX -46,647 -5.6%
EXPD -44,695 -5.7%
FDS -42,491 -5.6%
Inhibrx, Inc. -41,125 -100.0%
CNQ -40,043 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type