Loomis Sayles & Co LP: Major Purchases and Sales Observed in Q2 2026 Portfolio Activity
This analysis details observable changes in holdings for Loomis Sayles & Co LP during the second quarter of 2026, highlighting significant additions like Booking Holdings (BKNG) and Novo Nordisk ADRs (NVO), as well as substantial exits from PayPal (PYPL).
According to data filed on InsiderSet, Loomis Sayles & Co LP experienced notable shifts in its portfolio holdings during the period ending June 30, 2026. The investor's position count saw a change from prior periods.
Booking Holdings Inc (BKNG) stands out as one of the most significant additions this quarter, with Loomis Sayles increasing its stake by an impressive 2678%. This substantial increase occurred despite the stock experiencing considerable growth. Similarly, a position in Novo Nordisk A/S Sponsored ADRs (NVO) grew by 9.27%, indicating strong confidence in this healthcare/pharma company.
The investor also bolstered its exposure to Netflix Inc (NFLX), which saw a significant increase of 5.38%, and Microsoft Corp (MSFT), with a notable positive change of 28.31%. These additions suggest an ongoing interest in large-cap technology and entertainment firms.
On the other side, Loomis Sayles divested from several positions significantly during Q2 2026. The most substantial exit was PayPal Holdings Inc (PYPL), where the investor reduced its stake by a staggering -96.02%. This indicates almost complete liquidation of this position.
Yum China Holdings Inc (YUMC) also saw a major reduction, with Loomis Sayles cutting its holdings by 60.11%. Other stocks like PYPL and QCOM experienced substantial decreases or near-complete exits from the portfolio during this period.
In addition to these significant moves, there were other observable changes in specific sectors. For instance, Technology saw a notable increase with NVDA (NVIDIA Corp), while Consumer Defensive included both an increase in ABEV and a decrease in MNST.