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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 112 项
建仓 15
增持 47
减持 35
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$897.1M
288,605
-94%
减持
VFC
V F CORP
-$783.6M
4,000,626
-71%
增持
VRSK
VERISK ANALYTICS INC
+$770.0M
4,821,749
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。
+316%
清仓
DLR
Digital Realty Trust Inc.
-$735.3M
0
-100%
建仓
TMUS
T-MOBILE US INC
+$717.4M
5,589,610
增持
—
CANADIAN PAC RY LTD
+$635.1M
13,207,551
+109%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$552.9M
936,169
建仓
SHW
SHERWIN WILLIAMS CO
+$549.6M
2,201,641
建仓
HD
HOME DEPOT INC
+$542.1M
1,810,991
减持
—
PENTAIR PLC
-$528.5M
4,625,943
-57%
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$515.8M
3,904,077
减持
SNPS
SYNOPSYS INC
-$501.8M
610,879
-68%
增持
UNP
UNION PAC CORP
+$367.5M
1,661,916
+384%
减持
WM
WASTE MGMT INC DEL
-$343.4M
4,692,463
-28%
减持
INTC
INTEL CORP
-$339.9M
3,297,764
-66%
减持
AMT
AMERICAN TOWER CORP NEW
-$316.6M
2,895,129
-19%
减持
—
CERNER CORP
-$315.4M
673,872
-83%
减持
NVDA
NVIDIA CORPORATION
-$308.2M
2,686,446
-24%
减持
—
LINDE PLC
-$294.8M
2,925,714
-18%
减持
SCHW
SCHWAB CHARLES CORP
-$280.6M
13,588,165
-20%
增持
DE
DEERE & CO
+$276.7M
3,606,635
+1%
减持
MDLZ
MONDELEZ INTL INC
-$266.4M
10,366,914
-25%
减持
PG
PROCTER AND GAMBLE CO
-$262.4M
5,951,648
-17%
减持
COST
COSTCO WHSL CORP NEW
-$251.0M
1,597,085
-23%
建仓
SWK
STANLEY BLACK & DECKER INC
+$181.8M
1,300,272
建仓
IQV
IQVIA HLDGS INC
+$175.8M
760,169
增持
AMAT
APPLIED MATLS INC
-$168.5M
7,066,179
+1%
建仓
—
CNH INDL N V
+$168.2M
10,607,848
清仓
XYL
Xylem Inc.
-$165.6M
0
-100%
建仓
DHI
D R HORTON INC
+$162.7M
2,183,162
减持
VZ
VERIZON COMMUNICATIONS INC
-$160.1M
13,781,660
-17%
清仓
TFX
Teleflex Inc.
-$159.9M
0
-100%
清仓
MKC
McCormick & Co., Non-Voting Shares
-$154.6M
0
-100%
增持
ARE
ALEXANDRIA REAL ESTATE EQ IN
+$149.7M
3,459,409
+41%
增持
DHR
DANAHER CORPORATION
-$142.0M
4,487,356
+1%
清仓
PSA
Public Storage
-$139.3M
0
-100%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
-$138.6M
1,320,948
+1%
减持
CMCSA
COMCAST CORP NEW
-$135.7M
23,806,603
-4%
增持
GILD
GILEAD SCIENCES INC
-$134.6M
10,840,138
+1%
增持
GOOGL
ALPHABET INC
+$119.9M
856,684
+10%
增持
NKE
NIKE INC
-$114.4M
3,815,175
+1%
建仓
MRNA
MODERNA INC
+$103.3M
599,840
增持
TXN
TEXAS INSTRS INC
+$99.3M
4,071,914
+18%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$94.0M
317,523
-28%
增持
ADSK
AUTODESK INC
+$93.8M
565,307
+480%
增持
BDX
BECTON DICKINSON & CO
+$89.7M
5,156,630
+1%
增持
BURL
BURLINGTON STORES INC
-$83.2M
1,003,142
+10%
减持
WDC
WESTERN DIGITAL CORP.
-$82.6M
5,128,104
-1%
增持
CSGP
COSTAR GROUP INC
+$78.5M
8,318,337
+38%
增持
MSFT
MICROSOFT CORP
-$73.2M
8,455,838
+6%
减持
RSG
REPUBLIC SVCS INC
-$73.0M
2,017,466
-17%
清仓
INTU
Intuit Corp.
-$70.8M
0
-100%
减持
CME
CME GROUP INC
-$69.2M
5,979,856
-8%
减持
ILMN
ILLUMINA INC
-$62.9M
73,104
-69%
增持
SYY
SYSCO CORP
+$62.4M
4,938,230
+14%
减持
—
ANGI INC
-$60.3M
11,640,816
-15%
减持
GWRE
GUIDEWIRE SOFTWARE INC
-$58.4M
1,984,341
-8%
减持
KLAC
KLA CORP
-$57.3M
502,153
-10%
增持
PPG
PPG INDS INC
-$53.2M
1,296,499
+0%
减持
TRMB
TRIMBLE INC
-$52.2M
2,170,005
-9%
建仓
PYPL
PAYPAL HLDGS INC
+$52.2M
451,151
增持
A
AGILENT TECHNOLOGIES INC
-$49.5M
2,675,262
+6%
减持
SBNY
SIGNATURE BK NEW YORK N Y
-$47.9M
682,049
-11%
减持
ROP
ROPER TECHNOLOGIES INC
-$45.6M
297,055
-21%
增持
GO
GROCERY OUTLET HLDG CORP
+$41.6M
5,448,421
+13%
增持
BSX
BOSTON SCIENTIFIC CORP
+$36.7M
15,734,750
+1%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
+$34.2M
1,322,327
+41%
增持
PGR
PROGRESSIVE CORP
+$33.2M
1,286,742
+16%
减持
ODFL
OLD DOMINION FREIGHT LINE IN
-$26.2M
86,603
-40%
增持
ANSS
ANSYS INC
-$25.7M
419,545
+6%
增持
SPGI
S&P GLOBAL INC
+$25.5M
3,402,875
+17%
增持
BALL
BALL CORP
-$25.5M
11,425,427
+4%
增持
SBAC
SBA COMMUNICATIONS CORP NEW
-$24.7M
716,389
+3%
清仓
OKTA
Okta Inc., Class A
-$22.6M
0
-100%
减持
CHRW
C H ROBINSON WORLDWIDE INC
-$22.4M
1,711,986
-11%
建仓
FTNT
FORTINET INC
+$19.6M
57,395
建仓
NTR
NUTRIEN LTD
+$19.6M
188,197
建仓
CTAS
CINTAS CORP
+$19.5M
45,880
减持
FHN
FIRST HORIZON CORPORATION
+$19.2M
4,795,869
-16%
增持
FRCB
FIRST REP BK SAN FRANCISCO C
+$17.1M
875,922
+45%
增持
FISV
FISERV INC
-$16.8M
14,966,439
+1%
减持
MORN
MORNINGSTAR INC
-$13.3M
66,909
-28%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$13.1M
571,485
-8%
增持
VEEV
VEEVA SYS INC
+$12.1M
153,648
+91%
清仓
NYT
The New Year Times Co., Class A
-$11.9M
0
-100%
增持
GPN
GLOBAL PMTS INC
+$11.2M
1,128,745
+6%
减持
HLT
HILTON WORLDWIDE HLDGS INC
-$11.0M
1,014,844
-4%
增持
CABO
CABLE ONE INC
-$11.0M
93,869
+12%
增持
—
AVALARA INC
-$10.7M
1,871,076
+23%
增持
MA
MASTERCARD INCORPORATED
+$9.5M
4,091,208
+1%
增持
CBOE
CBOE GLOBAL MKTS INC
+$8.8M
1,971,390
+19%
增持
LEVI
LEVI STRAUSS & CO NEW
-$8.1M
6,480,060
+19%
增持
AVTR
AVANTOR INC
-$8.1M
7,112,960
+21%
减持
IDA
IDACORP INC
-$7.3M
1,206,425
-7%
增持
AAPL
APPLE INC
-$7.3M
7,062,089
+1%
增持
—
COUPA SOFTWARE INC
+$7.2M
168,245
+167%
增持
BKNG
BOOKING HOLDINGS INC
-$6.2M
301,378
+1%
清仓
—
Bank of America Corp., 5.00 percent, due 09/17/2024
-$5.9M
0
-100%
增持
MELI
MERCADOLIBRE INC
+$5.9M
18,355
+55%
增持
MTCH
MATCH GROUP INC NEW
+$5.0M
250,898
+49%
清仓
—
Public Storage, 4.00 percent, due 07/01/2029
-$3.5M
0
-100%
减持
AXP
AMERICAN EXPRESS CO
+$3.3M
724,738
-10%
清仓
—
Digital Realty Trust Inc., 5.20 percent, due 10/10/2024
-$3.1M
0
-100%
清仓
—
The Charles Schwab Corp., 4.45 percent, due 06/01/2026
-$2.3M
0
-100%
增持
SQ
BLOCK INC
+$2.0M
189,474
+29%
增持
MU
MICRON TECHNOLOGY INC
+$1.9M
8,137,241
+20%
建仓
—
SUNRUN INC
+$1.6M
2,000,000
清仓
—
Sunrun Inc., 0.00 percent, due 02/01/2026
-$1.6M
0
-100%
增持
TER
TERADYNE INC
-$1.2M
202,631
+32%
清仓
—
Public Storage, 3.88 percent, due 10/06/2025
-$1.2M
0
-100%
清仓
—
Public Storage, 4.00 percent, due 06/16/2026
-$1.0M
0
-100%
增持
FIVN
FIVE9 INC
+$102.0K
197,747
+25%
