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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 117 项
建仓 6
增持 58
减持 38
清仓 15
方向
标的
Δ市值
现股数(环比)
清仓
BDX
BECTON DICKINSON & CO
-$606.1M
0
-100%
减持
ADBE
ADOBE INC
-$593.0M
589,426
-68%
增持
INTU
INTUIT
+$524.2M
1,338,139
+119%
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。
增持
EFX
EQUIFAX INC
+$495.1M
2,085,879
+1741%
增持
NVDA
NVIDIA CORPORATION
+$421.8M
2,075,095
+49%
增持
CRM
SALESFORCE INC
+$363.0M
5,951,415
+0%
增持
INTC
INTEL CORP
+$356.2M
23,620,590
+1%
增持
DE
DEERE & CO
+$353.1M
3,856,171
+22%
增持
BAC
BANK AMERICA CORP
+$335.2M
40,508,709
+8%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$333.6M
8,429,851
+24%
减持
MSFT
MICROSOFT CORP
+$277.8M
6,372,625
-5%
增持
ORCL
ORACLE CORP
+$225.0M
14,599,902
+18%
减持
CP
CANADIAN PACIFIC KANSAS CITY
-$224.1M
2,450,568
-56%
增持
BALL
BALL CORP
+$212.7M
21,062,707
+5%
减持
COST
COSTCO WHSL CORP NEW
-$210.7M
776,727
-39%
减持
DHI
D R HORTON INC
+$207.0M
4,935,954
-2%
增持
SPGI
S&P GLOBAL INC
+$188.2M
2,467,429
+0%
增持
AAPL
APPLE INC
+$180.4M
8,258,208
+0%
减持
SHW
SHERWIN WILLIAMS CO
+$163.5M
2,940,323
-0%
增持
AZO
AUTOZONE INC
+$160.9M
243,571
+32%
增持
FISV
FISERV INC
+$137.5M
6,780,140
+0%
清仓
CHRW
C H ROBINSON WORLDWIDE INC
-$135.1M
0
-100%
减持
TXN
TEXAS INSTRS INC
-$132.3M
2,041,076
-32%
增持
—
BROOKFIELD RENEWABLE CORP
+$131.9M
6,491,404
+183%
增持
WM
WASTE MGMT INC DEL
+$130.4M
4,799,687
+0%
增持
GOOGL
ALPHABET INC
+$130.4M
14,144,402
+0%
增持
CHTR
CHARTER COMMUNICATIONS INC N
+$121.2M
1,620,542
+40%
增持
AMAT
APPLIED MATLS INC
+$107.4M
4,473,133
+0%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$106.7M
1,386,284
+12%
建仓
CBRE
CBRE GROUP INC
+$104.3M
1,120,173
清仓
JKHY
HENRY JACK & ASSOC INC
-$102.8M
0
-100%
减持
VRSK
VERISK ANALYTICS INC
-$101.0M
2,220,718
-17%
清仓
GO
GROCERY OUTLET HLDG CORP
-$96.1M
0
-100%
建仓
TFC
TRUIST FINL CORP
+$95.0M
2,574,466
减持
MA
MASTERCARD INCORPORATED
+$81.9M
3,021,022
-1%
减持
SYY
SYSCO CORP
-$79.8M
10,954,889
-18%
减持
PG
PROCTER AND GAMBLE CO
-$76.2M
3,883,249
-12%
增持
GILD
GILEAD SCIENCES INC
+$75.3M
11,952,057
+0%
增持
MAR
MARRIOTT INTL INC NEW
+$72.5M
2,457,382
+0%
增持
CI
THE CIGNA GROUP
+$72.1M
2,682,061
+5%
清仓
COF
CAPITAL ONE FINL CORP
-$67.9M
0
-100%
清仓
MRNA
MODERNA INC
-$66.5M
0
-100%
建仓
SQ
BLOCK INC
+$64.5M
834,294
清仓
EL
LAUDER ESTEE COS INC
-$63.8M
0
-100%
增持
CME
CME GROUP INC
+$63.5M
5,667,384
+0%
减持
MDLZ
MONDELEZ INTL INC
-$63.1M
6,767,599
-15%
增持
A
AGILENT TECHNOLOGIES INC
+$60.5M
1,742,034
+7%
增持
NTR
NUTRIEN LTD
+$55.8M
12,017,181
+19%
增持
FTNT
FORTINET INC
+$55.2M
1,366,467
+224%
增持
FIS
FIDELITY NATL INFORMATION SV
+$54.8M
4,522,916
+15%
清仓
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$52.7M
0
-100%
减持
ROST
ROSS STORES INC
+$51.9M
2,141,743
-1%
清仓
GAP
GAP INC
-$50.3M
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$49.6M
480,231
+12911%
增持
DHR
DANAHER CORPORATION
-$46.4M
2,891,350
+0%
减持
BNY
BANK NEW YORK MELLON CORP
+$42.1M
4,801,824
-1%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$40.1M
339,520
+42%
减持
OTIS
OTIS WORLDWIDE CORP
-$38.3M
1,651,732
-29%
增持
VZ
VERIZON COMMUNICATIONS INC
+$35.8M
5,210,892
+5%
增持
SCHW
SCHWAB CHARLES CORP
+$35.5M
1,868,905
+10%
增持
ARE
ALEXANDRIA REAL ESTATE EQ IN
+$34.7M
658,529
+35%
增持
XYL
XYLEM INC
+$34.5M
1,278,509
+4%
减持
KLAC
KLA CORP
+$33.2M
300,555
-3%
减持
ADSK
AUTODESK INC
-$32.6M
461,517
-34%
减持
—
LINDE PLC
-$30.7M
2,473,007
-12%
减持
WDAY
WORKDAY INC
-$28.7M
458,438
-37%
减持
BMRN
BIOMARIN PHARMACEUTICAL INC
-$28.6M
1,849,348
-21%
减持
SBAC
SBA COMMUNICATIONS CORP NEW
-$27.8M
440,477
-37%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$24.7M
795,653
-24%
减持
HLT
HILTON WORLDWIDE HLDGS INC
+$24.4M
875,354
-3%
减持
CBOE
CBOE GLOBAL MKTS INC
-$21.2M
1,060,783
-21%
清仓
—
SPLUNK INC
-$18.1M
0
-100%
清仓
VEEV
VEEVA SYS INC
-$18.0M
0
-100%
减持
—
HOLOGIC INC
-$18.0M
2,895,419
-11%
建仓
DDOG
DATADOG INC
+$17.5M
144,377
减持
—
LAM RESEARCH CORP
+$16.6M
123,513
-3%
减持
WDC
WESTERN DIGITAL CORP.
-$16.5M
1,414,870
-29%
减持
AXP
AMERICAN EXPRESS CO
+$16.3M
598,749
-7%
减持
PGR
PROGRESSIVE CORP
-$15.8M
1,764,740
-17%
建仓
MTD
METTLER TOLEDO INTERNATIONAL
+$15.5M
12,755
减持
ORLY
OREILLY AUTOMOTIVE INC
-$15.0M
122,773
-15%
增持
DIS
DISNEY WALT CO
+$14.5M
926,321
+9%
减持
IQV
IQVIA HLDGS INC
+$13.7M
839,283
-9%
减持
ROP
ROPER TECHNOLOGIES INC
+$12.5M
326,806
-4%
增持
TRU
TRANSUNION
+$9.0M
2,401,412
+11%
增持
PCOR
PROCORE TECHNOLOGIES INC
+$8.9M
135,799
+1667%
增持
MBB
ISHARES TR
+$8.6M
232,752
+55%
减持
IDA
IDACORP INC
-$7.5M
1,053,417
-11%
减持
SNPS
SYNOPSYS INC
+$6.7M
184,197
-4%
减持
RSG
REPUBLIC SVCS INC
-$6.5M
696,382
-18%
增持
MPWR
MONOLITHIC PWR SYS INC
+$6.3M
30,663
+8%
减持
—
CNH INDL N V
-$6.2M
8,968,241
-6%
清仓
TWLO
TWILIO INC
-$6.1M
0
-100%
减持
—
AMDOCS LTD
+$4.3M
2,341,473
-2%
增持
TTD
THE TRADE DESK INC
+$3.7M
263,326
+35%
增持
BIO
BIO RAD LABS INC
-$2.4M
237,790
+8%
增持
MRSH
MARSH & MCLENNAN COS INC
-$1.4M
4,259,567
+0%
减持
LULU
LULULEMON ATHLETICA INC
-$973.1K
33,583
-29%
增持
AMZN
AMAZON COM INC
+$499.0K
11,725
+16%
清仓
ULTA
ULTA BEAUTY INC
-$364.3K
0
-100%
建仓
NFLX
NETFLIX INC
+$341.8K
702
增持
V
VISA INC
+$331.6K
5,280
+16%
清仓
HSY
HERSHEY CO
-$265.7K
0
-100%
清仓
DXCM
DEXCOM INC
-$245.0K
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
+$215.0K
3,625
+17%
增持
UNH
UNITEDHEALTH GROUP INC
+$189.2K
1,544
+25%
增持
BSX
BOSTON SCIENTIFIC CORP
+$156.3K
9,711
+27%
增持
ARES
ARES MANAGEMENT CORPORATION
+$126.9K
5,482
+7%
增持
PANW
PALO ALTO NETWORKS INC
+$122.6K
1,885
+2%
增持
—
FERGUSON PLC NEW
+$116.6K
3,046
+6%
增持
NET
CLOUDFLARE INC
+$105.7K
3,919
+12%
增持
LLY
ELI LILLY & CO
+$105.6K
1,438
+5%
增持
ABNB
AIRBNB INC
+$92.9K
2,216
+46%
增持
—
ASTRAZENECA PLC
+$87.4K
4,641
+40%
增持
ALGN
ALIGN TECHNOLOGY INC
-$84.8K
396,603
+11%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$69.4K
738
+11%
增持
YUM
YUM BRANDS INC
+$44.3K
3,029
+8%
