Titelia

Holdings of Loomis Sayles Global Growth Fund

Natixis Funds Trust II · 45 declared positions · as of Feb 28, 2026

Original filing · Net assets 123.6M $ · Ten largest lines: 53.5 % of the equity sleeve

Sector breakdown

  • Communication 23.3 %
  • Consumer discretionary 19.7 %
  • Technology 15.1 %
  • Health care 12.7 %
  • Industrials 5.5 %
  • Financials 3.4 %
  • Consumer staples 1.4 %
  • Unattributed 18.8 %

Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.

Currency breakdown

  • USD 80.1 %
  • CHF 7.1 %
  • EUR 4.6 %
  • HKD 3.1 %
  • JPY 1.9 %
  • GBP 1.9 %
  • DKK 1.3 %

The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.

Country breakdown

  • US 66.8 %
  • CH 8.4 %
  • CA 4.7 %
  • GB 4.2 %
  • NL 3.7 %
  • HK 3.0 %
  • BR 2.0 %
  • JP 1.9 %
  • SG 1.7 %
  • FR 1.5 %
  • DK 1.3 %
  • IT 0.6 %
  • Other countries 0.1 %

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValueShare
US2581.8M $66.82 %
CH410.3M $8.44 %
CA15.7M $4.66 %
GB45.2M $4.23 %
NL24.5M $3.71 %
HK13.7M $2.99 %
BR12.4M $1.98 %
JP12.4M $1.94 %
SG12.1M $1.72 %
FR21.8M $1.51 %
DK11.6M $1.31 %
IT1701K $0.57 %

Positions

CompanySharesValueWeight
Alphabet Inc 31,98310M $8.06 %
Meta Platforms Inc 13,5898.8M $7.12 %
Tesla Inc 19,0407.7M $6.20 %
Amazon.com Inc 31,8466.7M $5.41 %
Netflix Inc 63,7256.1M $4.96 %
MercadoLibre Inc 3,4566.1M $4.91 %
Shopify Inc 47,2995.7M $4.62 %
Novartis AG 31,8255.4M $4.33 %
Boeing Co/The 21,7805M $4.01 %
Visa Inc 13,0434.2M $3.38 %
Oracle Corp 28,2184.1M $3.32 %
Microsoft Corp 9,7173.8M $3.09 %
Tencent Holdings Ltd 55,6003.7M $2.96 %
Alnylam Pharmaceuticals Inc 10,1553.4M $2.73 %
Adyen NV 2,4502.9M $2.33 %
Vertex Pharmaceuticals Inc 5,6592.8M $2.27 %
Roche Holding AG 5,1572.5M $1.99 %
Ambev SA 768,1692.4M $1.96 %
FANUC Corp 52,5002.4M $1.92 %
Trip.com Group Ltd 40,1022.1M $1.71 %
ARM Holdings PLC 15,2141.9M $1.57 %
Experian PLC 51,0171.9M $1.55 %
Deere & Co 2,8241.8M $1.44 %
NXP Semiconductors NV 7,3621.7M $1.35 %
CRISPR Therapeutics AG 27,5831.7M $1.34 %
Novo Nordisk A/S 42,4201.6M $1.30 %
Salesforce Inc 8,2141.6M $1.29 %
Baidu Inc 11,9021.5M $1.20 %
LVMH Moet Hennessy Louis Vuitton SE 2,2761.5M $1.18 %
Yum China Holdings Inc 24,2291.3M $1.08 %
SEI Investments Co 11,161907.6K $0.73 %
Block Inc 13,909886K $0.72 %
Autodesk Inc 3,575879K $0.71 %
Unilever PLC 11,865871.6K $0.70 %
Nestle SA 7,971870.9K $0.70 %
Expeditors International of Washington Inc 5,237759.5K $0.61 %
Alibaba Group Holding Ltd 5,240755.1K $0.61 %
Yum! Brands Inc 4,420743.3K $0.60 %
Doximity Inc 29,426721.8K $0.58 %
QUALCOMM Inc 4,953705.1K $0.57 %
Ferrari NV 1,845701K $0.57 %
NIKE Inc 11,267700.6K $0.57 %
Reckitt Benckiser Group PLC 5,123451.3K $0.37 %
Sodexo SA 7,183393.2K $0.32 %
Budweiser Brewing Co APAC Ltd 133,532132.6K $0.11 %