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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 119 项
建仓 9
增持 44
减持 57
清仓 9
方向
标的
Δ市值
现股数(环比)
建仓
—
LINDE PLC
+$1.01B
2,833,921
清仓
—
LINDE PLC
-$931.3M
0
-100%
减持
SCHW
SCHWAB CHARLES CORP
-$537.8M
9,836,215
-22%
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。
减持
FISV
FISERV INC
-$467.0M
6,831,075
-44%
减持
CRM
SALESFORCE INC
+$397.9M
5,985,678
-1%
增持
NTR
NUTRIEN LTD
+$386.7M
5,422,649
+2781%
增持
TGT
TARGET CORP
+$353.9M
2,703,360
+329%
清仓
HD
HOME DEPOT INC
-$340.2M
0
-100%
清仓
ABT
ABBOTT LABS
-$325.7M
0
-100%
减持
TMUS
T-MOBILE US INC
-$291.9M
3,679,372
-38%
增持
CME
CME GROUP INC
+$274.6M
5,159,881
+22%
增持
BALL
BALL CORP
+$227.4M
20,204,197
+17%
减持
DHI
D R HORTON INC
-$225.7M
6,725,982
-32%
减持
AAPL
APPLE INC
+$207.4M
6,766,131
-3%
增持
ORCL
ORACLE CORP
+$202.5M
12,630,166
+6%
增持
SHW
SHERWIN WILLIAMS CO
+$182.5M
2,985,086
+45%
清仓
PPG
PPG INDS INC
-$163.0M
0
-100%
清仓
SBNY
SIGNATURE BK NEW YORK N Y
-$150.9M
0
-100%
建仓
AZO
AUTOZONE INC
+$150.7M
61,294
减持
MSFT
MICROSOFT CORP
+$150.3M
7,623,307
-11%
减持
CSGP
COSTAR GROUP INC
-$148.1M
257,115
-88%
清仓
FRCB
FIRST REP BK SAN FRANCISCO C
-$136.6M
0
-100%
增持
BNY
BANK NEW YORK MELLON CORP
+$133.5M
5,385,368
+120%
增持
—
AMDOCS LTD
+$122.5M
2,268,337
+116%
减持
NVDA
NVIDIA CORPORATION
+$117.3M
1,406,394
-25%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$112.6M
1,121,647
-31%
减持
VRSK
VERISK ANALYTICS INC
-$112.2M
4,492,835
-19%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$106.1M
1,256,339
+12%
减持
—
CANADIAN PAC RY LTD
-$94.4M
8,576,005
-15%
增持
MU
MICRON TECHNOLOGY INC
+$93.3M
8,063,684
+2%
减持
TRMB
TRIMBLE INC
-$92.3M
620,049
-75%
建仓
BAX
BAXTER INTL INC
+$84.6M
2,086,730
增持
POOL
POOL CORP
+$77.3M
304,792
+241%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$69.1M
766
-100%
增持
RSG
REPUBLIC SVCS INC
+$64.0M
1,597,010
+36%
减持
TXN
TEXAS INSTRS INC
+$62.8M
3,052,180
-0%
减持
DE
DEERE & CO
-$57.5M
3,176,147
-1%
清仓
LEVI
LEVI STRAUSS & CO NEW
-$53.8M
0
-100%
增持
BAC
BANK AMERICA CORP
+$53.3M
34,377,507
+22%
增持
SYY
SYSCO CORP
+$50.9M
13,602,707
+4%
减持
COST
COSTCO WHSL CORP NEW
+$50.0M
1,294,266
-0%
减持
JKHY
HENRY JACK & ASSOC INC
-$49.7M
797,001
-18%
减持
GOOGL
ALPHABET INC
-$47.6M
14,206,387
-18%
减持
MA
MASTERCARD INCORPORATED
+$46.1M
3,353,848
-1%
减持
PAYX
PAYCHEX INC
-$44.2M
175,000
-69%
减持
DHR
DANAHER CORPORATION
-$43.5M
2,895,289
-1%
减持
XYL
XYLEM INC
-$43.4M
1,379,769
-19%
减持
GILD
GILEAD SCIENCES INC
-$41.0M
11,986,945
-1%
减持
CHRW
C H ROBINSON WORLDWIDE INC
-$37.5M
1,989,767
-23%
减持
A
AGILENT TECHNOLOGIES INC
-$32.4M
2,112,326
-3%
减持
MDLZ
MONDELEZ INTL INC
+$31.5M
11,409,278
-0%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$29.3M
244,039
-13%
减持
KLAC
KLA CORP
-$28.5M
343,888
-22%
减持
ANSS
ANSYS INC
+$28.5M
448,203
-10%
减持
—
PENTAIR PLC
-$26.6M
1,388,453
-40%
减持
WDC
WESTERN DIGITAL CORP.
+$25.3M
4,515,231
-2%
减持
WM
WASTE MGMT INC DEL
+$24.6M
4,821,418
-1%
减持
PG
PROCTER AND GAMBLE CO
-$23.5M
6,119,116
-1%
减持
BURL
BURLINGTON STORES INC
-$22.8M
424,619
-21%
减持
ALGN
ALIGN TECHNOLOGY INC
+$22.2M
360,807
-23%
增持
C
CITIGROUP INC
+$22.2M
1,922,087
+28%
减持
IQV
IQVIA HLDGS INC
-$21.5M
702,600
-11%
增持
AMT
AMERICAN TOWER CORP NEW
+$20.7M
2,110,813
+9%
减持
ADSK
AUTODESK INC
-$20.4M
593,940
-23%
增持
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$20.4M
772,359
+60%
增持
GO
GROCERY OUTLET HLDG CORP
+$20.4M
6,022,813
+17%
减持
—
LAM RESEARCH CORP
+$20.2M
188,110
-1%
清仓
SQ
BLOCK INC
-$20.1M
0
-100%
减持
BDX
BECTON DICKINSON & CO
-$20.0M
2,922,077
-0%
减持
SPGI
S&P GLOBAL INC
+$19.8M
2,467,109
-1%
减持
—
ACCENTURE PLC IRELAND
-$18.8M
257,851
-26%
减持
IDA
IDACORP INC
-$15.8M
1,185,502
-11%
清仓
—
THOMSON REUTERS CORP.
-$15.2M
0
-100%
建仓
LULU
LULULEMON ATHLETICA INC
+$14.3M
39,157
减持
WDAY
WORKDAY INC
+$13.4M
1,111,453
-14%
减持
AMAT
APPLIED MATLS INC
-$13.4M
5,631,723
-22%
增持
SBAC
SBA COMMUNICATIONS CORP NEW
+$13.3M
688,111
+16%
增持
GWRE
GUIDEWIRE SOFTWARE INC
+$12.0M
423,353
+17%
增持
ROP
ROPER TECHNOLOGIES INC
+$10.0M
395,347
+4%
减持
FDX
FEDEX CORP
+$9.6M
459,685
-17%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$7.8M
6,851,186
-1%
增持
MORN
MORNINGSTAR INC
+$6.2M
94,728
+57%
增持
—
SPLUNK INC
+$5.5M
368,382
+6%
减持
FTNT
FORTINET INC
+$5.3M
483,695
-12%
增持
ILMN
ILLUMINA INC
+$4.5M
121,637
+4%
减持
CBOE
CBOE GLOBAL MKTS INC
-$4.2M
1,788,903
-8%
增持
AVTR
AVANTOR INC
+$3.4M
8,893,417
+2%
增持
EFX
EQUIFAX INC
+$2.4M
81,629
+12%
增持
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$1.7M
487,211
+13%
增持
—
CNH INDL N V
+$1.2M
15,410,297
+6%
减持
CDNS
CADENCE DESIGN SYSTEM INC
+$1.2M
54,507
-15%
减持
IDXX
IDEXX LABS INC
-$959.2K
48,983
-21%
减持
MRSH
MARSH & MCLENNAN COS INC
-$729.5K
4,276,445
-1%
减持
VEEV
VEEVA SYS INC
+$425.6K
167,429
-11%
建仓
NKE
NIKE INC
+$389.6K
3,177
减持
OTIS
OTIS WORLDWIDE CORP
+$368.9K
3,084,331
-7%
减持
TER
TERADYNE INC
-$356.9K
131,331
-21%
增持
AMZN
AMAZON COM INC
+$330.7K
9,412
+23%
建仓
NET
CLOUDFLARE INC
+$283.4K
4,596
增持
V
VISA INC
+$251.5K
3,362
+38%
建仓
ABNB
AIRBNB INC
+$234.7K
1,887
建仓
—
ASML HOLDING N V
+$232.8K
342
建仓
NOW
SERVICENOW INC
+$231.9K
499
减持
MPWR
MONOLITHIC PWR SYS INC
+$224.4K
28,318
-28%
增持
PCOR
PROCORE TECHNOLOGIES INC
+$168.8K
7,349
+19%
增持
BSX
BOSTON SCIENTIFIC CORP
+$165.3K
8,073
+57%
增持
AMD
ADVANCED MICRO DEVICES INC
+$160.8K
3,817
+16%
增持
—
ASTRAZENECA PLC
+$140.0K
5,831
+49%
增持
PTC
PTC INC
+$137.9K
3,544
+34%
增持
—
STELLANTIS N.V
+$123.6K
15,542
+39%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$118.0K
3,531
+25%
增持
HSY
HERSHEY CO
+$112.7K
1,276
+39%
增持
ARES
ARES MANAGEMENT CORPORATION
+$109.3K
4,192
+19%
减持
ODFL
OLD DOMINION FREIGHT LINE IN
+$105.4K
45,001
-16%
增持
DXCM
DEXCOM INC
+$80.5K
2,534
+34%
增持
UNH
UNITEDHEALTH GROUP INC
+$55.3K
678
+36%
增持
PLNT
PLANET FITNESS INC
+$50.1K
4,787
+17%
增持
LLY
LILLY ELI & CO
+$38.7K
1,031
+20%
增持
CL
COLGATE PALMOLIVE CO
+$24.4K
3,152
+17%
