Aziz Hamzaogullari's portfolio
In the Q2 2026 13F, filed August 14, 2026, Loomis Sayles & Co reported 706 US stock positions worth $79.8B. The largest was NVIDIA (NVDA) at 9.9% of the portfolio. New positions: Semtech (SMTC), Ryan Specialty (RYAN) and A10 Network (ATEN). Added to: Tesla (TSLA) and Meta Platforms (META). The Q3 2026 13F is due by November 14, 2026.
What changed in Q2 2026
Compared with the previous 13F. Values are as reported at quarter end. How to read a 13F.
New positions
- SemtechSMTC$51M
- Ryan SpecialtyRYAN$36M
- A10 NetworkATEN$33M
- OvintivOVV$28M
- ArterisAIP$26M
- Lindblad ExpeditionsLIND$25M
- Vishay IntertechnologyVSH$25M
- Texas Capital BancsharesTCBI$25M
- Remitly GlobalRELY$23M
- Cardinal InfrastructureCDNL$23M
Added to
- TeslaTSLA$5.3B
- Meta PlatformsMETA$4.2B
- MicrosoftMSFT$2.9B
- NetflixNFLX$2.9B
- ShopifySHOP$1.6B
- AutodeskADSK$1.2B
- SalesforceCRM$1.0B
- Novo Nordisk A/SNVO$891M
- BookingBKNG$609M
- MastercardMA$373M
Trimmed
- NVIDIANVDA$7.9B
- AlphabetGOOGL$6.2B
- Amazon.comAMZN$4.4B
- VisaV$3.1B
- BoeingBA$3.0B
- OracleORCL$2.4B
- Monster BeverageMNST$2.4B
- Vertex PharmaceuticalsVRTX$1.9B
- Regeneron PharmaceuticalsREGN$1.2B
- AlphabetGOOG$960M
Sold out
None this quarter.
Holdings
706 US-listed positions in the Q2 2026 13F, largest first (top 50 shown; all of them in Investingly).
| Stock | % of portfolio | Value | Shares | Last quarter |
|---|---|---|---|---|
| NVIDIANVDA | 9.91% | $7.9B | 39,501,911 | Trimmed |
| AlphabetGOOGL | 7.71% | $6.2B | 17,217,854 | Trimmed |
| TeslaTSLA | 6.68% | $5.3B | 12,679,478 | Added |
| Amazon.comAMZN | 5.46% | $4.4B | 18,291,403 | Trimmed |
| Meta PlatformsMETA | 5.30% | $4.2B | 7,504,423 | Added |
| VisaV | 3.92% | $3.1B | 9,110,773 | Trimmed |
| BoeingBA | 3.77% | $3.0B | 13,915,261 | Trimmed |
| MicrosoftMSFT | 3.64% | $2.9B | 7,779,696 | Added |
| NetflixNFLX | 3.58% | $2.9B | 40,017,462 | Added |
| OracleORCL | 3.07% | $2.4B | 16,698,361 | Trimmed |
| Monster BeverageMNST | 2.99% | $2.4B | 24,849,175 | Trimmed |
| Vertex PharmaceuticalsVRTX | 2.44% | $1.9B | 3,920,953 | Trimmed |
| ShopifySHOP | 2.06% | $1.6B | 14,408,186 | Added |
| Walt Disney | 1.64% | $1.3B | 13,574,038 | Held |
| AutodeskADSK | 1.54% | $1.2B | 6,335,468 | Added |
| Regeneron PharmaceuticalsREGN | 1.45% | $1.2B | 1,859,172 | Trimmed |
| SalesforceCRM | 1.27% | $1.0B | 6,452,463 | Added |
| AlphabetGOOG | 1.20% | $960M | 2,716,368 | Trimmed |
| StarbucksSBUX | 1.17% | $933M | 9,132,297 | Trimmed |
| Expeditors International of WashingtonEXPD | 1.12% | $896M | 5,497,102 | Trimmed |
| Novo Nordisk A/SNVO | 1.12% | $891M | 18,594,352 | Added |
| Deere & CompanyDE | 1.09% | $867M | 1,367,369 | Trimmed |
| NovartisNVS | 1.03% | $821M | 5,239,309 | Trimmed |
| Sei Investments | 0.93% | $744M | 8,482,052 | Held |
| Thermo Fisher ScientificTMO | 0.83% | $659M | 1,315,185 | Trimmed |
| Intuitive SurgicalISRG | 0.82% | $659M | 1,656,156 | Trimmed |
| BookingBKNG | 0.76% | $609M | 3,414,019 | Added |
| Yum! BrandsYUM | 0.74% | $587M | 3,673,461 | Trimmed |
| BlockXYZ | 0.70% | $558M | 7,340,417 | Trimmed |
| MastercardMA | 0.47% | $373M | 726,071 | Added |
| LSGRLSGR | 0.43% | $341M | 8,087,491 | Added |
| IlluminaILMN | 0.43% | $340M | 1,931,948 | Trimmed |
| S&P GlobalSPGI | 0.41% | $331M | 813,725 | Added |
| FactSet Research SystemsFDS | 0.41% | $331M | 1,439,274 | Trimmed |
| BroadcomAVGO | 0.41% | $329M | 871,078 | Added |
| NikeNKE | 0.40% | $320M | 7,806,708 | Trimmed |
| Trane TechnologiesTT | 0.36% | $291M | 591,726 | Added |
| WorkdayWDAY | 0.35% | $281M | 2,295,182 | Added |
| Arm HoldingsARM | 0.35% | $278M | 785,168 | Trimmed |
| CumminsCMI | 0.32% | $254M | 355,936 | Added |
| Taiwan Semiconductor ManufacturingTSM | 0.29% | $232M | 486,273 | Trimmed |
| KLAKLAC | 0.29% | $232M | 769,321 | Added |
| MercadoLibreMELI | 0.27% | $211M | 124,382 | Added |
| Parker-HannifinPH | 0.26% | $204M | 208,634 | Trimmed |
| Hilton WorldwideHLT | 0.25% | $201M | 607,632 | Trimmed |
| Goldman SachsGS | 0.24% | $194M | 191,453 | Trimmed |
| BlackRockBLK | 0.24% | $191M | 198,459 | Trimmed |
| JPMorgan Chase & CoJPM | 0.24% | $191M | 582,767 | Trimmed |
| O’Reilly AutomotiveORLY | 0.23% | $187M | 2,035,771 | Trimmed |
| Alnylam PharmaceuticalsALNY | 0.22% | $175M | 580,187 | Added |
By sector
Share of the reported value.
Reported value over time
Total 13F value at each quarter end.
Questions
What stocks does Aziz Hamzaogullari own?
In the Q2 2026 13F, Loomis Sayles & Co reported 706 US stock positions worth $79.8B. The largest: NVIDIA (NVDA) 9.9%, Alphabet (GOOGL) 7.7%, Tesla (TSLA) 6.7%, Amazon.com (AMZN) 5.5%, Meta Platforms (META) 5.3%.
What did Aziz Hamzaogullari buy last quarter?
In Q2 2026: new position in Semtech (SMTC); new position in Ryan Specialty (RYAN); new position in A10 Network (ATEN); added to Tesla (TSLA); added to Meta Platforms (META); added to Microsoft (MSFT).
What did Aziz Hamzaogullari sell last quarter?
In Q2 2026: cut NVIDIA (NVDA); cut Alphabet (GOOGL); cut Amazon.com (AMZN).
When is Aziz Hamzaogullari's next 13F?
13F filings are due 45 days after each quarter ends. The Q3 2026 filing is due by November 14, 2026.
More investors
13F filings list US-listed long positions (and some options) held at quarter end. They leave out short positions, cash, bonds and non-US holdings, and arrive up to 45 days after the quarter ends, so the investor may have traded since. Information only, not investment advice.