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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 118 项
建仓 14
增持 31
减持 64
清仓 9
方向
标的
Δ市值
现股数(环比)
建仓
CI
THE CIGNA GROUP
+$731.0M
2,555,463
清仓
TGT
TARGET CORP
-$667.2M
0
-100%
建仓
CHTR
CHARTER COMMUNICATIONS INC N
+$508.7M
1,156,574
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
MAR
MARRIOTT INTL INC NEW
+$481.6M
2,450,247
清仓
AMT
AMERICAN TOWER CORP NEW
-$414.1M
0
-100%
减持
MU
MICRON TECHNOLOGY INC
-$390.1M
1,796,456
-78%
增持
INTU
INTUIT
+$311.5M
610,954
+42269%
减持
AAPL
APPLE INC
-$217.3M
8,233,111
-2%
减持
MSFT
MICROSOFT CORP
-$205.6M
6,709,638
-2%
增持
INTC
INTEL CORP
+$204.2M
23,369,134
+25%
减持
AMAT
APPLIED MATLS INC
-$202.5M
4,460,729
-21%
减持
ORCL
ORACLE CORP
-$187.3M
12,408,560
-2%
减持
BALL
BALL CORP
-$185.2M
20,064,180
-1%
减持
VRSK
VERISK ANALYTICS INC
-$174.8M
2,672,767
-25%
减持
BDX
BECTON DICKINSON & CO
-$174.1M
2,344,519
-21%
增持
PGR
PROGRESSIVE CORP
+$157.8M
2,131,601
+103%
清仓
MRK
MERCK & CO INC
-$154.4M
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$149.4M
4,423,438
-16%
增持
FIS
FIDELITY NATL INFORMATION SV
+$135.3M
3,924,014
+163%
减持
SYY
SYSCO CORP
-$132.7M
13,336,683
-2%
减持
GOOGL
ALPHABET INC
+$129.4M
14,102,516
-2%
减持
MDLZ
MONDELEZ INTL INC
-$125.8M
7,972,905
-14%
减持
WM
WASTE MGMT INC DEL
-$116.6M
4,783,474
-2%
减持
DE
DEERE & CO
-$108.3M
3,150,400
-2%
减持
FISV
FISERV INC
-$105.6M
6,756,467
-2%
减持
SPGI
S&P GLOBAL INC
-$103.7M
2,459,542
-2%
减持
DHI
D R HORTON INC
-$93.2M
5,054,468
-3%
减持
A
AGILENT TECHNOLOGIES INC
-$90.5M
1,624,529
-28%
减持
RSG
REPUBLIC SVCS INC
-$89.9M
851,365
-38%
建仓
RGEN
REPLIGEN CORP
+$87.5M
550,124
减持
—
HOLOGIC INC
-$81.7M
3,239,983
-14%
建仓
BIO
BIO RAD LABS INC
+$79.1M
220,791
减持
CME
CME GROUP INC
+$78.2M
5,643,801
-1%
减持
TXN
TEXAS INSTRS INC
-$74.0M
3,020,167
-2%
减持
CRM
SALESFORCE INC
-$72.7M
5,933,018
-2%
建仓
DIS
DISNEY WALT CO
+$69.1M
852,784
清仓
GWW
GRAINGER W W INC
-$68.0M
0
-100%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$66.4M
144,861
-30%
建仓
EL
LAUDER ESTEE COS INC
+$63.8M
441,407
建仓
—
BROOKFIELD RENEWABLE CORP
+$54.9M
2,294,989
减持
CHRW
C H ROBINSON WORLDWIDE INC
-$52.6M
1,568,406
-21%
减持
BAC
BANK AMERICA CORP
-$51.6M
37,573,669
-0%
减持
—
CNH INDL N V
-$48.6M
9,538,786
-16%
减持
CP
CANADIAN PACIFIC KANSAS CITY
-$44.4M
5,615,232
-2%
减持
—
LINDE PLC
-$43.5M
2,810,261
-2%
减持
SHW
SHERWIN WILLIAMS CO
-$42.5M
2,954,736
-1%
减持
—
PENTAIR PLC
-$42.2M
1,320,981
-33%
减持
GO
GROCERY OUTLET HLDG CORP
-$41.0M
3,331,679
-26%
减持
GILD
GILEAD SCIENCES INC
-$40.8M
11,915,371
-2%
清仓
VFC
V F CORP
-$40.6M
0
-100%
减持
SBAC
SBA COMMUNICATIONS CORP NEW
-$39.3M
697,265
-10%
减持
AVTR
AVANTOR INC
-$36.4M
6,938,004
-22%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$35.6M
6,808,114
-2%
增持
NTR
NUTRIEN LTD
+$35.0M
10,057,019
+1%
减持
FDX
FEDEX CORP
-$34.2M
301,210
-34%
清仓
TRMB
TRIMBLE INC
-$32.8M
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$31.7M
1,242,928
-2%
减持
JKHY
HENRY JACK & ASSOC INC
-$30.6M
679,882
-15%
增持
VZ
VERIZON COMMUNICATIONS INC
+$29.7M
4,956,916
+41%
减持
CSCO
CISCO SYS INC
-$23.2M
1,324,420
-27%
减持
ADBE
ADOBE INC
+$22.4M
1,852,537
-2%
减持
ODFL
OLD DOMINION FREIGHT LINE IN
-$21.3M
238,441
-26%
减持
—
SPLUNK INC
-$21.0M
123,521
-66%
减持
COST
COSTCO WHSL CORP NEW
+$20.5M
1,280,441
-2%
建仓
—
TRANE TECHNOLOGIES PLC
+$18.2M
89,740
减持
ANSS
ANSYS INC
-$17.1M
325,674
-6%
增持
ALGN
ALIGN TECHNOLOGY INC
-$16.8M
356,197
+0%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$16.7M
899,192
+11%
减持
WDAY
WORKDAY INC
-$16.7M
722,852
-5%
建仓
CPRT
COPART INC
+$14.5M
335,701
减持
CMCSA
COMCAST CORP NEW
-$13.4M
2,655,530
-16%
减持
—
LAM RESEARCH CORP
-$12.5M
127,905
-11%
减持
MA
MASTERCARD INCORPORATED
-$12.2M
3,047,584
-2%
增持
MBB
ISHARES TR
+$12.0M
149,811
+940%
增持
IQV
IQVIA HLDGS INC
-$11.4M
917,358
+7%
增持
BAX
BAXTER INTL INC
-$11.2M
2,222,045
+6%
清仓
ILMN
ILLUMINA INC
-$10.4M
0
-100%
减持
DHR
DANAHER CORPORATION
+$10.4M
2,883,242
-2%
建仓
LPLA
LPL FINL HLDGS INC
+$7.5M
31,644
建仓
ALNY
ALNYLAM PHARMACEUTICALS INC
+$6.9M
38,748
减持
TTD
THE TRADE DESK INC
-$6.8M
195,036
-32%
减持
WDC
WESTERN DIGITAL CORP.
-$6.5M
1,985,841
-22%
减持
NVDA
NVIDIA CORPORATION
+$6.4M
1,392,771
-2%
减持
MRSH
MARSH & MCLENNAN COS INC
-$6.3M
4,248,108
-2%
减持
VEEV
VEEVA SYS INC
-$6.0M
88,566
-27%
减持
MELI
MERCADOLIBRE INC
-$6.0M
14,467
-29%
增持
BIIB
BIOGEN INC
+$5.6M
360,742
+18%
增持
TRU
TRANSUNION
-$4.6M
2,172,921
+6%
增持
FTNT
FORTINET INC
-$3.3M
422,306
+14%
减持
ROST
ROSS STORES INC
-$3.1M
2,164,490
-2%
增持
CTAS
CINTAS CORP
+$2.6M
42,986
+18%
增持
TER
TERADYNE INC
+$2.2M
167,112
+27%
增持
EFX
EQUIFAX INC
+$1.5M
113,315
+39%
减持
GWRE
GUIDEWIRE SOFTWARE INC
+$1.1M
370,362
-13%
减持
TWLO
TWILIO INC
-$866.6K
103,370
-5%
减持
AZO
AUTOZONE INC
-$765.5K
184,582
-2%
建仓
—
FERGUSON PLC NEW
+$471.5K
2,867
建仓
PANW
PALO ALTO NETWORKS INC
+$433.2K
1,848
清仓
PLNT
PLANET FITNESS INC
-$280.1K
0
-100%
清仓
—
STELLANTIS N.V
-$272.6K
0
-100%
增持
LLY
ELI LILLY & CO
+$201.3K
1,364
+20%
增持
ARES
ARES MANAGEMENT CORPORATION
+$121.1K
5,104
+22%
增持
V
VISA INC
+$116.0K
4,535
+16%
减持
—
ASTRAZENECA PLC
-$111.2K
3,325
-29%
减持
NET
CLOUDFLARE INC
-$81.3K
3,499
-24%
增持
DXCM
DEXCOM INC
-$80.6K
2,626
+4%
增持
UNH
UNITEDHEALTH GROUP INC
+$77.2K
1,237
+9%
减持
AMZN
AMAZON COM INC
-$53.9K
10,089
-2%
增持
HSY
HERSHEY CO
-$52.9K
1,328
+4%
增持
ULTA
ULTA BEAUTY INC
-$47.0K
912
+4%
增持
CSGP
COSTAR GROUP INC
-$42.6K
348,207
+16%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$35.6K
3,691
+5%
增持
PCOR
PROCORE TECHNOLOGIES INC
+$23.9K
7,686
+5%
增持
YUM
YUM BRANDS INC
-$21.1K
2,813
+5%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$14.8K
664
+8%
增持
AMD
ADVANCED MICRO DEVICES INC
-$7.1K
3,106
+8%
减持
ABNB
AIRBNB INC
-$4.3K
1,522
-8%
增持
BSX
BOSTON SCIENTIFIC CORP
+$3.3K
7,673
+3%
