Mari Shimokawa

@Loomis Sayles & Co L P

Latest period2024 - Q3

Reported2mo 6d ago

Managed Assets$76.159B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
3434⤦Fluor Corp Cvt Recent Activity New Position	0.01%	$1.152M 24,136 shares@ $47.73 avg price	New Position
8114⤦Sea Ltd Recent Activity New Position	0.01%	$1.11M 11,773 shares@ $94.29 avg price	New Position
CSLCarlisle Cos Inc Recent Activity New Position	0.01%	$935,000 2,080 shares@ $449.52 avg price	New Position
APPApplovin Corp-class A Recent Activity New Position	0.01%	$672,000 5,151 shares@ $130.47 avg price	New Position
MSAMsa Safety Recent Activity New Position	0.01%	$627,000 3,536 shares@ $177.32 avg price	New Position
LRCXLam Research Corp Recent Activity New Position	0.01%	$486,000 595 shares@ $816.81 avg price	New Position
CWEN⤦Clearway Energy Inc-class A Recent Activity New Position	0.01%	$448,000 15,740 shares@ $28.47 avg price	New Position
NTAPNetapp Inc Recent Activity New Position	0.01%	$429,000 3,473 shares@ $123.53 avg price	New Position
BRXBrixmor Property Group Inc Recent Activity New Position	0.01%	$394,000 14,132 shares@ $27.88 avg price	New Position
DDOGDatadog Inc - Class A Recent Activity New Position	0.01%	$334,000 2,900 shares@ $115.18 avg price	New Position