1y return+5.0%S&P 500 +20.9%
3y return+59.5%S&P 500 +68.5%
5y return+59.8%S&P 500 +74.5%
10y return+282.7%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $383 against $357 in the S&P 500.2
Loomis Sayles & Co L PS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corp | $7.9B | 9.9% | −3.6% |
| GOOGLAlphabet Inc-cl A | $6.2B | 7.7% | |
| TSLATesla Inc | $5.3B | 6.7% | |
| AMZNAmazon.com Inc | $4.4B | 5.5% | |
| METAMeta Platforms Inc | $4.2B | 5.3% | |
| VVisa Inc-class A Shrs | $3.1B | 3.9% | −1.5% |
| BABoeing Co | $3.0B | 3.8% | −1.0% |
| MSFTMicrosoft Corp | $2.9B | 3.6% | +28.3% |
| NFLXNetflix.com Inc | $2.9B | 3.6% | +5.4% |
| ORCLOracle Corp | $2.4B | 3.1% | |
| MNSTMonster Beverage Corporation | $2.4B | 3.0% | −4.1% |
| VRTXVertex Pharmaceuticals Inc | $1.9B | 2.4% | −2.1% |
| SHOPShopify Inc - Class A | $1.6B | 2.1% | |
| DISThe Walt Disney Co | $1.3B | 1.6% | −3.0% |
| ADSKAutodesk Inc | $1.2B | 1.5% | +10.4% |
| REGNRegeneron Pharmaceuticals | $1.2B | 1.5% | −2.8% |
| CRMSalesforce.com Inc | $1.0B | 1.3% | +6.5% |
| GOOGAlphabet Inc-cl C | $959.8M | 1.2% | −4.6% |
| SBUXStarbucks Corp | $933.2M | 1.2% | −2.6% |
| EXPDExpeditors Intl Wash Inc | $895.9M | 1.1% | −2.1% |
| NVONovo-nordisk A/s Spons Adr | $891.4M | 1.1% | +9.3% |
| DEDeere & Co | $867.4M | 1.1% | |
| NVSNovartis Ag Spon Adr | $821.1M | 1.0% | −3.4% |
| SEICSei Investments Co | $744.0M | 0.9% | −1.7% |
| TMOThermo Fisher Scientific Inc | $659.4M | 0.8% | −3.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corp | June 30, 2020 | +2006.7% | $7.9B |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $329.0M |
| ARMArm Holdings PLC | September 30, 2023 | +562.5% | $278.4M |
| GOOGLAlphabet Inc-cl A | June 30, 2020 | +404.0% | $6.2B |
| GOOGAlphabet Inc-cl C | June 30, 2020 | +399.9% | $959.8M |
| DEDeere & Co | June 30, 2020 | +303.7% | $867.4M |
| TSLATesla Inc | September 30, 2020 | +194.1% | $5.3B |
| BKNGBooking Holdings Inc | June 30, 2020 | +179.8% | $608.5M |
| MNSTMonster Beverage Corporation | June 30, 2020 | +177.3% | $2.4B |
| CMICummins Engine | March 31, 2021 | +175.2% | $253.9M |
Sold off last quarter
- SLABSilicon Labs Inc was $46.5M
- Crispr Therapeutics AgCUSIP H17182108 was $46.1M
- AORTArtivion Inc was $35.9M
- INSMInsmed Inc was $31.9M
- EVTCEvertec Inc was $28.9M
- SITESiteone Landscape Supply Inc was $28.4M
- KTOSKratos Defense & Security Solutions Inc was $27.0M
- ITRIItron Inc was $25.8M
- IBPInstalled Building Products was $25.5M
- CARGCargurus Inc was $24.8M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.8% | +14.8% |
| March 31, 2026 | −9.9% | −4.6% |
| December 31, 2025 | +0.2% | +2.4% |
| September 30, 2025 | +6.9% | +7.8% |
| June 30, 2025 | +16.6% | +10.5% |
| March 31, 2025 | −8.7% | −4.6% |
| December 31, 2024 | +7.2% | +2.1% |
| September 30, 2024 | +5.3% | +5.4% |
| June 30, 2024 | +3.0% | +4.0% |
| March 31, 2024 | +12.2% | +10.0% |
| December 31, 2023 | +13.3% | +11.2% |
| September 30, 2023 | −3.6% | −3.6% |
| June 30, 2023 | +10.7% | +8.3% |
| March 31, 2023 | +17.0% | +7.0% |
| December 31, 2022 | +7.2% | +7.1% |
| September 30, 2022 | −4.0% | −5.3% |
| June 30, 2022 | −21.4% | −16.5% |
| March 31, 2022 | −8.7% | −4.9% |
| December 31, 2021 | +6.7% | +10.7% |
| September 30, 2021 | −1.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Loomis Sayles & Co L P Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=312348&type=13F-HR&dateb=&owner=include&count=40CIK 312348
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/312348/000031234826000034/Filed August 14, 2026 · accession 0000312348-26-000034