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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

21Q4 调仓2021-09-30 → 2021-12-31 · 共 97 项建仓 9增持 32减持 47清仓 9

方向

标的

Δ市值

现股数(环比)

建仓

— Linde plc

+$1.23B

3,548,591

清仓

— Linde plc

-$1.06B

0 -100%

清仓

— Pentair plc

-$831.8M

0 -100%

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。

建仓

— Pentair plc

+$779.3M

10,670,734

减持

XYL Xylem Inc.

-$629.4M

1,380,596 -79%

清仓

— Kansas City Southern

-$602.3M

0 -100%

增持

FISV Fiserv Inc.

+$539.0M

14,783,988 +61%

建仓

— Canadian Pacific Railway Ltd.

+$455.1M

6,325,918

增持

CSGP CoStar Group Inc.

+$442.3M

6,017,875 +1455%

减持

MSFT Microsoft Corp.

+$355.2M

7,969,279 -3%

增持

MA Mastercard Inc., Class A

+$352.3M

4,042,770 +28%

增持

GOOGL Alphabet Inc., Class A

+$268.4M

781,072 +5%

减持

AAPL Apple Inc.

+$238.1M

6,985,314 -1%

增持

BALL BALL Corp.

+$236.0M

10,946,268 +20%

减持

COST Costco Wholesale Corp.

+$232.9M

2,062,131 -1%

增持

SYY Sysco Corp.

+$213.9M

4,338,915 +168%

清仓

— Nuance Communications Inc.

-$189.5M

0 -100%

减持

AMAT Applied Materials Inc.

+$187.8M

6,989,270 -1%

减持

SCHW The Charles Schwab Corp.

+$174.2M

16,958,828 -1%

减持

CDNS Cadence Design Systems Inc.

+$167.4M

5,068,980 -1%

增持

— Avalara Inc.

+$166.4M

1,524,808 +775%

减持

PG The Procter & Gamble Co.

+$161.4M

7,163,544 -1%

减持

MU Micron Technology Inc.

+$144.4M

6,783,924 -1%

建仓

GPN Global Payments Inc.

+$143.3M

1,060,066

增持

DE Deere & Co.

+$142.1M

3,563,078 +11%

减持

CMCSA Comcast Corp., Class A

-$141.3M

24,843,317 -0%

减持

DHR Danaher Corp.

-$139.2M

4,432,242 -16%

减持

SNPS Synopsys Inc.

+$131.0M

1,914,132 -0%

减持

SPGI S&P Global Inc.

+$127.3M

2,903,507 -1%

增持

BDX Becton, Dickinson and Co.

+$125.1M

5,097,664 +8%

清仓

OMC Omnicom Group

-$124.8M

0 -100%

减持

CME CME Group Inc.

+$119.1M

6,528,769 -8%

增持

VFC VF Corp.

+$115.3M

13,808,284 +3%

减持

DLR Digital Realty Trust Inc.

+$115.3M

4,157,446 -3%

清仓

— Seagate Technology plc

-$102.9M

0 -100%

减持

MDLZ Mondelez International Inc., Class A

+$99.8M

13,833,058 -2%

减持

WM Waste Management Inc.

+$99.3M

6,513,870 -2%

清仓

SLQT SelectQuote Inc.

-$90.8M

0 -100%

建仓

UNP Union Pacific Corp.

+$86.6M

343,705

减持

— Cerner Corp.

+$84.5M

4,074,792 -2%

减持

NVDA NVIDIA Corp.

+$82.2M

3,540,230 -24%

减持

AMT American Tower Corp.

+$81.7M

3,569,106 -2%

减持

ARE Alexandria Real Estate Equipment

+$77.1M

2,451,355 -0%

减持

NKE Nike Inc., Class B

+$76.9M

3,766,430 -1%

减持

TFX Teleflex Inc.

-$65.8M

486,913 -19%

增持

SBAC SBA Communications Corp.

+$49.5M

697,209 +4%

减持

VZ Verizon Communications Inc.

-$45.5M

16,593,224 -1%

增持

GO Grocery Outlet Holding Corp.

+$44.6M

4,843,029 +13%

增持

BURL Burlington Stores Inc.

+$39.1M

912,224 +14%

增持

COLD Americold Realty Trust

+$36.7M

5,467,059 +11%

增持

MKC McCormick & Co., Non-Voting Shares

+$35.7M

1,600,559 +9%

增持

BMRN BioMarin Pharmaceutical Inc.

+$33.3M

2,725,930 +2%

增持

GWRE Guidewire Software Inc.

+$31.9M

2,168,477 +20%

增持

MRK Merck & Co., Inc.

+$29.8M

2,306,548 +18%

减持

RSG Republic Services Inc.

-$25.5M

2,440,095 -20%

增持

BR Broadridge Financial Solutions Inc.

+$25.3M

939,182 +7%

增持

— Angi Inc., Class A

-$25.3M

13,711,052 +12%

建仓

TER Teradyne Inc.

+$25.1M

153,772

减持

TXN Texas Instrument Inc.

-$23.4M

3,437,125 -2%

减持

INTC Intel Corp.

-$23.1M

9,773,737 -1%

减持

PSA Public Storage

+$23.1M

371,995 -5%

建仓

FIVN Five9 Inc.

+$21.7M

158,235

增持

— Hologic Inc.

+$21.1M

4,269,814 +3%

减持

WDC Western Digital Corp.

+$20.2M

5,170,720 -8%

减持

BSX Boston Scientific Corp.

-$20.1M

15,540,531 -1%

减持

GILD Gilead Sciences Inc.

+$19.9M

10,728,775 -1%

减持

TRMB Trimble Inc.

-$19.7M

2,394,364 -14%

清仓

— StoneCo Ltd., Class A

-$18.9M

0 -100%

减持

ROP Roper Technologies Inc.

-$17.2M

377,810 -17%

建仓

MELI MercadoLibre Inc.

+$16.0M

11,835

减持

ADBE Adobe Inc.

-$15.6M

1,305,726 -1%

减持

VRSK Verisk Analytics Inc.

+$15.2M

1,157,923 -7%

减持

KLAC KLA Corp.

+$14.8M

560,534 -17%

增持

NVS Novartis AG, ADR

+$14.4M

1,242,128 +8%

增持

JKHY Jack Henry & Associates Inc.

+$13.5M

1,504,545 +4%

增持

CBOE Cboe Global Markets Inc.

+$12.7M

1,662,632 +1%

减持

A Agilent Technologies Inc.

-$12.5M

2,527,632 -4%

减持

FRCB First Republic Bank, Class A

-$11.5M

604,566 -14%

减持

NYT The New Year Times Co., Class A

-$11.1M

246,238 -47%

建仓

— Coupa Software Inc.

+$9.9M

62,946

清仓

RUN Sunrun Inc.

-$9.1M

0 -100%

增持

AVTR Avantor Inc.

+$8.2M

5,899,777 +0%

增持

VEEV Veeva Systems Inc., Class A

+$7.9M

80,609 +84%

减持

ADSK Autodesk Inc.

-$7.3M

97,465 -20%

减持

CABO Cable One Inc.

-$7.1M

84,163 -2%

减持

SBNY Signature Bank

+$6.5M

767,039 -14%

减持

— Accenture plc, Class A

+$4.6M

231,254 -19%

增持

GAP The Gap Inc.

+$4.2M

5,067,768 +35%

减持

— Thomson Reuters Corp.

-$3.7M

217,191 -19%

减持

BKNG Booking Holdings Inc.

-$3.7M

297,576 -2%

减持

GWW W.W. Grainger Inc.

+$3.3M

207,565 -22%

增持

MKTX MarketAxess Holdings Inc.

+$3.1M

77,751 +13%

增持

OKTA Okta Inc., Class A

+$1.6M

100,892 +14%

增持

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

+$1.3M

86,755 +136%

减持

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

-$367.0K

45,839 -24%

增持

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

+$333.0K

140,549 +12%

增持

— Sunrun Inc., 0.00 percent, due 02/01/2026

+$280.0K

2,000,000 +33%