Mari Shimokawa
@Loomis Sayles & Co L P
Latest period2024 - Q3ReportedManaged Assets$76.159BTotal holdings692
Assets growth rate4.97%Assets growth rate (2-Q avg)4.08%Continuous growth in asset value4 quarters
Portfolio positions
This chart displays the top 10 holdings in Loomis Sayles & Co L P's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 692 positions.
Assets under management
The assets under management (AUM) of Loomis Sayles & Co L P over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 76.159B in assets, with a quarterly growth rate of 4.97% and a 2-quarter average growth rate of 4.08%. The portfolio is managed by Mari Shimokawa, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
CRMSalesforce.com Inc
| 2.42% | $1.841B 6.728M shares@ $273.71 avg price | Decreased -3.29% |
ADSKAutodesk Inc
| 2.18% | $1.658B 6.018M shares@ $275.49 avg price | Decreased -2.86% |
VRTXVertex Pharmaceuticals Inc
| 1.88% | $1.427B 3.068M shares@ $465.09 avg price | Decreased -2.35% |
DISThe Walt Disney Co
| 1.87% | $1.424B 14.799M shares@ $96.2 avg price | Decreased -2.85% |
MNSTMonster Beverage Corporation
| 1.86% | $1.416B 27.143M shares@ $52.17 avg price | Increased 4.75% |
REGNRegeneron Pharmaceuticals
| 1.64% | $1.242B 1.181M shares@ $1051.24 avg price | Decreased -2.91% |
SHOPShopify Inc - Class A
| 1.59% | $1.209B 15.083M shares@ $80.14 avg price | Decreased -2.85% |
NVONovo-nordisk A S Spons Adr
| 1.35% | $1.027B 8.624M shares@ $119.07 avg price | Decreased -3.07% |
QCOMQualcomm Inc
| 1.33% | $1.01B 5.941M shares@ $170.06 avg price | Decreased -2.71% |
SBUXStarbucks Corp
| 1.28% | $968.521M 9.935M shares@ $97.49 avg price | Decreased -3.22% |