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PARNASSUS INVESTMENTS /CA 13F 持仓明细(2026-03-31) · 小隐寺数据中心

PARNASSUS INVESTMENTS /CA

报告期 2026-03-31 · CIK 0000948669

持仓数

135

前50大市值合计

$30.72B

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4 21Q3 21Q2

21Q3 调仓2021-06-30 → 2021-09-30 · 共 82 项建仓 9增持 50减持 18清仓 5

方向

标的

Δ市值

现股数(环比)

减持

FDX FedEx Corp.

-$1.05B

514,788 -87%

建仓

BALL BALL Corp.

+$817.8M

9,089,314

增持

GOOGL Alphabet Inc., Class A

+$302.0M

745,977 +8%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

清仓

LUV Southwest Airlines Co.

-$286.2M

0 -100%

减持

VZ Verizon Communications Inc.

-$272.4M

16,806,375 -20%

增持

DHR Danaher Corp.

+$263.1M

5,247,198 +6%

增持

FISV Fiserv Inc.

+$188.5M

9,174,316 +22%

增持

MSFT Microsoft Corp.

+$179.0M

8,246,949 +4%

增持

MA Mastercard Inc., Class A

+$172.3M

3,164,716 +25%

增持

COST Costco Wholesale Corp.

+$145.6M

2,087,024 +4%

建仓

PEP PepsiCo Inc.

+$137.7M

915,459

建仓

SYY Sysco Corp.

+$127.0M

1,617,299

增持

VFC VF Corp.

-$126.5M

13,370,863 +7%

减持

GO Grocery Outlet Holding Corp.

-$123.6M

4,283,840 -31%

建仓

— VMware Inc., Class A

+$108.2M

727,616

增持

WM Waste Management Inc.

+$106.5M

6,614,129 +5%

增持

CDNS Cadence Design Systems Inc.

+$100.1M

5,132,094 +4%

增持

BKNG Booking Holdings Inc.

+$92.5M

302,312 +6%

清仓

CLX The Clorox Co.

-$88.5M

0 -100%

增持

SPGI S&P Global Inc.

+$83.7M

2,925,402 +4%

增持

— Pentair plc

+$82.8M

11,452,594 +3%

增持

— Linde plc

+$79.8M

3,604,843 +7%

增持

CMCSA Comcast Corp., Class A

+$76.6M

24,882,907 +8%

增持

AAPL Apple Inc.

+$75.0M

7,083,059 +5%

增持

BDX Becton Dickinson and Co.

+$74.3M

4,706,249 +6%

增持

MU Micron Technology Inc.

-$73.6M

6,868,413 +4%

增持

PG The Procter & Gamble Co.

+$70.4M

7,227,522 +4%

增持

— Kansas City Southern

+$66.9M

2,225,641 +18%

增持

NVDA NVIDIA Corp.

+$65.8M

4,629,428 +315%

增持

CME CME Group Inc.

+$65.4M

7,097,398 +15%

增持

SBNY Signature Bank

+$62.8M

887,420 +22%

增持

SNPS Synopsys Inc.

+$60.6M

1,918,325 +3%

减持

SLQT SelectQuote Inc.

-$56.8M

7,019,083 -8%

增持

INTC Intel Corp.

+$52.0M

9,880,993 +17%

增持

AVTR Avantor Inc.

+$47.8M

5,878,335 +8%

增持

GILD Gilead Sciences Inc.

+$45.6M

10,868,251 +5%

增持

AMAT Applied Materials Inc.

-$42.6M

7,084,784 +6%

减持

BURL Burlington Stores Inc.

-$40.1M

799,872 -4%

增持

XYL Xylem Inc.

+$38.3M

6,427,744 +2%

增持

BSX Boston Scientific Corp.

+$34.0M

15,676,957 +4%

增持

ADBE Adobe Inc.

+$31.3M

1,313,174 +6%

增持

— Hologic Inc.

+$31.2M

4,142,799 +1%

减持

FHN First Horizon National Corp.

-$29.7M

5,724,268 -20%

增持

ARE Alexandria Real Estate Equipment

+$29.5M

2,457,136 +2%

增持

TXN Texas Instrument Inc.

+$29.0M

3,491,741 +5%

建仓

MTCH Match Group Inc.

+$26.5M

168,730

减持

— Discover Financial Services

-$25.0M

800,869 -23%

减持

ILMN Illumina Inc.

-$23.0M

232,497 -6%

增持

MDLZ Mondelez International Inc., Class A

-$22.9M

14,050,546 +4%

清仓

FICO Fair Isaac Corp.

-$22.0M

0 -100%

建仓

OKTA Okta Inc., Class A

+$21.0M

88,581

增持

PPG PPG Industries Inc.

-$21.0M

1,293,891 +7%

减持

ROP Roper Technologies Inc.

-$20.2M

455,187 -4%

减持

A Agilent Technologies Inc.

+$19.3M

2,640,914 -2%

减持

TRMB Trimble Inc.

-$19.0M

2,777,255 -8%

建仓

— StoneCo Ltd., Class A

+$18.9M

545,524

减持

PSA Public Storage

-$18.7M

391,281 -13%

增持

OMC Omnicom Group

+$18.2M

1,721,672 +29%

增持

AMT American Tower Corp.

+$15.9M

3,625,425 +3%

清仓

— Berkeley Lights Inc.

-$15.9M

0 -100%

减持

— Nuance Communications Inc.

-$14.4M

3,442,301 -8%

增持

MRK Merck & Co., Inc.

+$14.2M

1,956,933 +15%

增持

DE Deere & Co.

+$12.1M

3,222,103 +6%

清仓

NSP Insperity Inc.

-$11.2M

0 -100%

增持

AES The AES Corp.

-$11.1M

3,698,870 +1%

增持

IDA IDACORP Inc.

+$10.9M

1,292,972 +3%

减持

COF Capital One Financial Corp.

-$10.4M

700,000 -13%

减持

ORLY O'Reilly Automotive Inc.

+$10.1M

441,018 -4%

增持

NVS Novartis AG, ADR

+$8.5M

1,152,019 +23%

增持

LEVI Levi Strauss & Co., Class A

+$6.6M

5,440,306 +19%

减持

IDXX IDEXX Laboratories Inc.

-$6.2M

62,395 -12%

增持

MKTX MarketAxess Holdings Inc.

+$6.0M

68,663 +39%

减持

SICP Silvergate Capital Corp., Class A

-$5.8M

111,554 -32%

增持

DLR Digital Realty Trust Inc.

-$3.8M

4,292,536 +4%

增持

— ANGI Inc., Class A

-$3.2M

12,285,593 +7%

建仓

— Public Storage, 4.00 percent, due 07/01/2029

+$3.2M

125,000

增持

CMI Cummins Inc.

+$2.3M

455,464 +11%

增持

NKE Nike Inc., Class B

-$2.2M

3,792,856 +6%

减持

— Public Storage, 3.88 percent, due 10/06/2025

-$1.4M

60,204 -46%

建仓

— The Charles Schwab Corp., 4.45 percent, due 06/01/2026

+$963.0K

36,755

增持

SCHW The Charles Schwab Corp.

+$951.0K

17,189,049 +0%

增持

— Bank of America Corp., 5.00 percent, due 09/17/2024

+$685.0K

223,739 +15%