Titelia

Holdings of Loomis Sayles International Growth Fund

LOOMIS SAYLES FUNDS II · 36 declared positions · as of Mar 31, 2026

Original filing · Net assets 22.1M $ · Ten largest lines: 51.7 % of the equity sleeve

Sector breakdown

  • Consumer discretionary 17.7 %
  • Health care 12.2 %
  • Technology 11.5 %
  • Communication 5.8 %
  • Consumer staples 4.3 %
  • Unattributed 48.4 %

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 47.7 %
  • EUR 17.5 %
  • CHF 11.8 %
  • HKD 6.6 %
  • GBP 5.1 %
  • JPY 3.3 %
  • DKK 3.0 %
  • AUD 2.6 %
  • CNY 2.5 %

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 24.5 %
  • CH 12.9 %
  • GB 12.2 %
  • NL 6.8 %
  • HK 6.4 %
  • FR 5.9 %
  • CA 5.3 %
  • SG 4.5 %
  • DE 3.6 %
  • BR 3.4 %
  • JP 3.3 %
  • DK 3.0 %
  • Other countries 8.3 %

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

CountryLinesValue (USD)Share
US85.3M $24.47 %
CH42.8M $12.93 %
GB52.6M $12.21 %
NL21.5M $6.76 %
HK21.4M $6.38 %
FR31.3M $5.91 %
CA11.1M $5.29 %
SG1979.7K $4.53 %
DE1769.9K $3.56 %
BR1740.8K $3.43 %
JP2704.8K $3.26 %
DK1644K $2.98 %

Positions

CompanySharesValue (USD)Weight
Tesla Inc 4,1031.5M $6.91 %
MercadoLibre Inc 8621.5M $6.76 %
Tencent Holdings Ltd 19,7001.2M $5.63 %
ARM Holdings PLC 7,5761.1M $5.19 %
Shopify Inc 9,6281.1M $5.18 %
Roche Holding AG 2,6001M $4.70 %
Trip.com Group Ltd 19,677979.7K $4.44 %
Novartis AG 6,248959K $4.35 %
Adyen NV 881881.7K $4.00 %
SAP SE 4,516769.9K $3.49 %
Ambev SA 253,699740.8K $3.36 %
Novo Nordisk A/S 17,599644K $2.92 %
FANUC Corp 18,100630.9K $2.86 %
NXP Semiconductors NV 2,938578.4K $2.62 %
WiseTech Global Ltd 20,917564.4K $2.56 %
Kweichow Moutai Co Ltd 2,600549.2K $2.49 %
Nestle SA 5,545543.9K $2.47 %
LVMH Moet Hennessy Louis Vuitton SE 994543.4K $2.46 %
Vipshop Holdings Ltd 32,956518.1K $2.35 %
Experian PLC 14,501501.7K $2.27 %
Reckitt Benckiser Group PLC 7,411498.3K $2.26 %
Yum China Holdings Inc 9,948485.3K $2.20 %
EssilorLuxottica SA 2,018470.2K $2.13 %
Anheuser-Busch InBev SA/NV 6,544452.8K $2.05 %
Unilever PLC 7,003395.4K $1.79 %
Baidu Inc 3,391377.8K $1.71 %
Block Inc 5,970359.3K $1.63 %
Alibaba Group Holding Ltd 2,133267.6K $1.21 %
Sodexo SA 5,139263.8K $1.20 %
Doximity Inc 11,270262.6K $1.19 %
CRISPR Therapeutics AG 5,310252.6K $1.14 %
Ferrari NV 537181.7K $0.82 %
Galaxy Entertainment Group Ltd 30,000135.6K $0.61 %
Diageo PLC 5,25097.6K $0.44 %
Unicharm Corp 12,60073.9K $0.33 %
Budweiser Brewing Co APAC Ltd 47,30043.7K $0.20 %