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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 118 项
建仓 13
增持 31
减持 67
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
GILD
GILEAD SCIENCES INC
-$863.3M
1,432,811
-88%
减持
NVDA
NVIDIA CORPORATION
+$833.6M
2,059,935
-1%
建仓
AVGO
BROADCOM INC
+$591.2M
446,035
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
VZ
VERIZON COMMUNICATIONS INC
+$551.8M
17,832,860
+242%
增持
MU
MICRON TECHNOLOGY INC
+$532.9M
5,820,431
+224%
减持
ORCL
ORACLE CORP
-$467.3M
8,533,922
-42%
减持
NTR
NUTRIEN LTD
-$391.1M
5,262,170
-56%
清仓
TXN
TEXAS INSTRS INC
-$347.9M
0
-100%
建仓
O
REALTY INCOME CORP
+$326.6M
6,037,163
增持
BAC
BANK AMERICA CORP
+$278.9M
43,324,384
+7%
增持
CI
THE CIGNA GROUP
+$250.4M
2,900,830
+8%
减持
MSFT
MICROSOFT CORP
+$246.0M
6,280,479
-1%
增持
AZO
AUTOZONE INC
+$245.4M
277,679
+14%
增持
BALL
BALL CORP
+$226.4M
21,347,271
+1%
清仓
CP
CANADIAN PACIFIC KANSAS CITY
-$193.7M
0
-100%
减持
AMAT
APPLIED MATLS INC
+$188.5M
4,429,479
-1%
减持
AAPL
APPLE INC
-$188.5M
8,172,593
-1%
减持
CRM
SALESFORCE INC
+$172.1M
5,771,089
-3%
减持
INTC
INTEL CORP
-$152.5M
23,418,969
-1%
减持
FISV
FISERV INC
+$144.8M
6,541,472
-4%
减持
MA
MASTERCARD INCORPORATED
+$141.1M
2,968,686
-2%
减持
WM
WASTE MGMT INC DEL
+$136.1M
4,671,683
-3%
增持
CHTR
CHARTER COMMUNICATIONS INC N
+$125.5M
2,599,026
+60%
减持
—
BROOKFIELD RENEWABLE CORP
-$123.7M
2,572,928
-60%
减持
—
AMDOCS LTD
-$119.9M
950,522
-59%
清仓
ANSS
ANSYS INC
-$118.2M
0
-100%
减持
GOOGL
ALPHABET INC
+$115.3M
13,854,925
-2%
清仓
SBAC
SBA COMMUNICATIONS CORP NEW
-$111.7M
0
-100%
减持
—
LINDE PLC
+$102.3M
2,407,737
-3%
减持
BMRN
BIOMARIN PHARMACEUTICAL INC
-$102.1M
873,001
-53%
减持
PGR
PROGRESSIVE CORP
-$98.5M
882,681
-50%
增持
GWRE
GUIDEWIRE SOFTWARE INC
+$96.2M
1,169,946
+216%
减持
—
HOLOGIC INC
-$95.9M
1,424,161
-51%
清仓
SNPS
SYNOPSYS INC
-$94.8M
0
-100%
减持
HLT
HILTON WORLDWIDE HLDGS INC
-$94.8M
302,898
-65%
建仓
ALL
ALLSTATE CORP
+$93.9M
542,743
建仓
PFE
PFIZER INC
+$88.4M
3,185,839
增持
—
FERGUSON PLC NEW
+$81.8M
377,273
+12286%
增持
TTD
THE TRADE DESK INC
+$78.9M
1,119,740
+325%
建仓
WRB
BERKLEY W R CORP
+$77.4M
874,703
减持
AVTR
AVANTOR INC
-$76.2M
3,214,576
-54%
减持
IQV
IQVIA HLDGS INC
-$73.8M
476,093
-43%
减持
A
AGILENT TECHNOLOGIES INC
-$73.4M
1,159,801
-33%
建仓
JBHT
HUNT J B TRANS SVCS INC
+$72.1M
361,692
减持
CBOE
CBOE GLOBAL MKTS INC
-$66.5M
668,988
-37%
减持
SPGI
S&P GLOBAL INC
-$64.8M
2,402,595
-3%
减持
ROST
ROSS STORES INC
-$64.7M
1,578,867
-26%
减持
XYL
XYLEM INC
-$64.1M
635,241
-50%
减持
MRSH
MARSH & MCLENNAN COS INC
+$61.8M
4,218,168
-1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$61.7M
1,372,243
-1%
建仓
NICE
NICE LTD
+$61.3M
235,097
减持
KLAC
KLA CORP
-$60.4M
163,633
-46%
减持
MAR
MARRIOTT INTL INC NEW
+$59.7M
2,433,030
-1%
减持
ROP
ROPER TECHNOLOGIES INC
-$59.5M
211,572
-35%
增持
CBRE
CBRE GROUP INC
+$58.2M
1,670,819
+49%
减持
OTIS
OTIS WORLDWIDE CORP
-$56.0M
924,665
-44%
减持
PG
PROCTER AND GAMBLE CO
+$54.7M
3,844,268
-1%
减持
TRU
TRANSUNION
-$53.3M
1,399,409
-42%
减持
CMCSA
COMCAST CORP NEW
-$53.1M
1,460,416
-45%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$52.6M
542,280
-32%
减持
COST
COSTCO WHSL CORP NEW
+$51.0M
769,447
-1%
减持
DHR
DANAHER CORPORATION
+$46.1M
2,862,963
-1%
减持
POOL
POOL CORP
-$46.0M
209,949
-36%
减持
—
PENTAIR PLC
-$43.9M
610,373
-54%
减持
SHW
SHERWIN WILLIAMS CO
-$38.3M
2,530,034
-14%
减持
WDAY
WORKDAY INC
-$37.5M
326,611
-29%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$37.2M
8,148,784
-3%
减持
IDA
IDACORP INC
-$36.9M
717,837
-32%
减持
EFX
EQUIFAX INC
+$36.6M
2,065,043
-1%
减持
ADSK
AUTODESK INC
-$34.3M
299,695
-35%
减持
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$33.4M
388,378
-41%
减持
—
CNH INDL N V
-$31.3M
6,014,226
-33%
增持
FTNT
FORTINET INC
+$29.9M
1,609,112
+18%
减持
RGEN
REPLIGEN CORP
-$27.5M
388,423
-29%
减持
DE
DEERE & CO
+$27.3M
3,820,582
-1%
减持
—
LAM RESEARCH CORP
-$25.7M
73,140
-41%
减持
INTU
INTUIT
+$24.6M
1,324,650
-1%
建仓
PTC
PTC INC
+$22.6M
119,363
减持
VRSK
VERISK ANALYTICS INC
-$22.4M
2,155,066
-3%
减持
DHI
D R HORTON INC
-$22.1M
4,424,810
-10%
减持
CME
CME GROUP INC
-$21.1M
5,445,695
-4%
减持
MDLZ
MONDELEZ INTL INC
-$21.1M
6,701,174
-1%
减持
BNY
BANK NEW YORK MELLON CORP
-$20.9M
3,975,054
-17%
增持
ADBE
ADOBE INC
-$17.1M
663,014
+12%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$15.5M
480,981
+0%
增持
SQ
BLOCK INC
+$15.0M
940,723
+13%
减持
RSG
REPUBLIC SVCS INC
-$13.4M
530,029
-24%
增持
TER
TERADYNE INC
+$13.0M
275,652
+65%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
-$9.2M
585,452
+72%
减持
SPG
SIMON PPTY GROUP INC NEW
-$8.7M
777,470
-15%
增持
MTD
METTLER TOLEDO INTERNATIONAL
+$8.3M
17,848
+40%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$8.2M
96,072
-22%
增持
LPLA
LPL FINL HLDGS INC
+$7.8M
56,840
+80%
建仓
TEAM
ATLASSIAN CORPORATION
+$7.6M
38,793
减持
AXP
AMERICAN EXPRESS CO
+$7.0M
523,281
-13%
减持
TFC
TRUIST FINL CORP
-$3.9M
2,337,761
-9%
建仓
—
BLOCK INC
+$2.7M
3,000,000
减持
FIS
FIDELITY NATL INFORMATION SV
-$2.2M
3,632,502
-20%
减持
SYY
SYSCO CORP
-$2.1M
9,842,831
-10%
减持
CPRT
COPART INC
-$1.9M
251,100
-25%
增持
PCOR
PROCORE TECHNOLOGIES INC
+$1.8M
136,214
+0%
增持
AMZN
AMAZON COM INC
+$916.1K
14,955
+28%
建仓
AKAM
AKAMAI TECHNOLOGIES INC
+$691.6K
6,359
建仓
NTRA
NATERA INC
+$647.2K
7,076
增持
V
VISA INC
+$571.1K
6,972
+32%
增持
LLY
ELI LILLY & CO
+$438.4K
1,641
+14%
建仓
ISRG
INTUITIVE SURGICAL INC
+$423.8K
1,062
清仓
YUM
YUM BRANDS INC
-$395.8K
0
-100%
增持
—
ASTRAZENECA PLC
+$338.6K
9,611
+107%
增持
AMD
ADVANCED MICRO DEVICES INC
+$308.3K
4,669
+29%
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$300.3K
0
-100%
增持
ABNB
AIRBNB INC
+$237.7K
3,270
+48%
增持
BSX
BOSTON SCIENTIFIC CORP
+$223.4K
11,459
+18%
增持
ARES
ARES MANAGEMENT CORPORATION
+$204.7K
6,442
+18%
增持
NFLX
NETFLIX INC
+$181.1K
861
+23%
减持
PANW
PALO ALTO NETWORKS INC
-$159.5K
1,395
-26%
增持
NET
CLOUDFLARE INC
+$150.6K
4,925
+26%
增持
UNH
UNITEDHEALTH GROUP INC
+$69.2K
1,783
+15%
