Loomis Sayles & Co. L P
Annual return '25
+14.5%
SPY '25
+17.7%
Alpha
-3.2ptsvs SPY
Invested
$74.3B
Holdings
724
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORP
Q1 2026: Sold 27.4% (160.0k → 116.1k shares)
9.6%
02
$GOOGL
ALPHABET INC-CL A
Q1 2026: Increased +225.0% (10.8k → 35.1k shares)
6.7%
03
$TSLA
TESLA INC
Q1 2026: Increased +100.0% (900 → 1.8k shares)
6.3%
04
$META
META PLATFORMS INC
Q4 2025: New position (4.5k shares)
5.7%
05
$AMZN
AMAZON.COM INC
Q1 2026: Sold 26.2% (50.0k → 36.9k shares)
5.1%
06
$NFLX
NETFLIX.COM INC
Q1 2026: Increased +100.0% (8.0k → 16.0k shares)
4.9%
07
$BA
BOEING CO
Q1 2026: Increased +22.5% (111.8k → 136.9k shares)
3.8%
08
$V
VISA INC-CLASS A SHRS
Q1 2026: Sold 99.5% (853.0k → 4.0k shares)
3.8%
09
$ORCL
ORACLE CORP
Q4 2025: New position (1.6k shares)
3.3%
10
$MSFT
MICROSOFT CORP
Q1 2026: Increased +115.0% (20.0k → 43.0k shares)
3.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:53 UTC.