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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 122 项
建仓 4
增持 46
减持 65
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
AMZN
AMAZON COM INC
+$2.12B
11,405,294
+82457%
清仓
CHTR
CHARTER COMMUNICATIONS INC N
-$789.9M
0
-100%
建仓
SYK
STRYKER CORPORATION
+$762.8M
2,111,493
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
AAPL
APPLE INC
-$723.4M
4,207,040
-48%
减持
GOOGL
ALPHABET INC
-$710.6M
11,176,799
-21%
减持
INTC
INTEL CORP
-$654.2M
2,642,083
-89%
建仓
SNPS
SYNOPSYS INC
+$633.5M
1,250,950
减持
ADBE
ADOBE INC
-$622.2M
2,259
-100%
减持
CME
CME GROUP INC
-$501.1M
2,257,487
-56%
减持
MU
MICRON TECHNOLOGY INC
-$374.6M
1,057,266
-71%
增持
O
REALTY INCOME CORP
+$347.7M
24,448,225
+7%
减持
AMAT
APPLIED MATLS INC
-$314.2M
3,432,124
-20%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$227.1M
7,838,727
+4%
减持
DHI
D R HORTON INC
+$199.9M
4,305,496
-2%
减持
SHW
SHERWIN WILLIAMS CO
+$186.5M
2,430,906
-2%
减持
SPGI
S&P GLOBAL INC
+$156.4M
2,358,012
-1%
减持
DE
DEERE & CO
+$124.8M
3,670,330
-3%
减持
BALL
BALL CORP
+$119.6M
20,035,348
-3%
减持
INTU
INTUIT
-$117.6M
1,194,018
-9%
增持
UNH
UNITEDHEALTH GROUP INC
+$109.7M
189,415
+8993%
增持
EFX
EQUIFAX INC
+$106.4M
2,066,613
+0%
增持
AVGO
BROADCOM INC
+$99.6M
5,643,269
+937%
减持
MA
MASTERCARD INCORPORATED
+$97.0M
2,819,634
-4%
增持
VZ
VERIZON COMMUNICATIONS INC
+$87.4M
18,161,563
+3%
清仓
AXP
AMERICAN EXPRESS CO
-$85.6M
0
-100%
增持
WM
WASTE MGMT INC DEL
+$81.6M
5,120,772
+11%
增持
CBRE
CBRE GROUP INC
+$80.3M
2,020,910
+5%
清仓
BILL
BILL HOLDINGS INC
-$79.6M
0
-100%
减持
NTR
NUTRIEN LTD
-$73.4M
1,564,307
-46%
增持
MRSH
MARSH & MCLENNAN COS INC
+$71.0M
4,274,880
+2%
减持
FISV
FISERV INC
+$70.6M
5,204,653
-10%
清仓
IDA
IDACORP INC
-$69.9M
0
-100%
减持
CRM
SALESFORCE INC
-$69.0M
5,436,052
-10%
清仓
—
FERGUSON PLC NEW
-$67.3M
0
-100%
建仓
FERG
FERGUSON ENTERPRISES INC
+$67.3M
338,678
增持
CI
THE CIGNA GROUP
+$65.9M
2,922,121
+2%
减持
—
LINDE PLC
+$64.2M
2,311,095
-2%
减持
DHR
DANAHER CORPORATION
+$57.4M
2,356,252
-2%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$54.1M
1,127,870
-3%
减持
MDLZ
MONDELEZ INTL INC
+$53.9M
6,632,299
-0%
减持
ORCL
ORACLE CORP
+$42.1M
7,143,996
-14%
减持
GWRE
GUIDEWIRE SOFTWARE INC
+$41.3M
1,097,425
-5%
减持
SYY
SYSCO CORP
+$41.2M
8,393,368
-2%
增持
MSFT
MICROSOFT CORP
-$38.1M
6,213,587
+2%
增持
TEAM
ATLASSIAN CORPORATION
+$37.6M
321,240
+323%
减持
TRU
TRANSUNION
+$35.2M
1,249,071
-3%
增持
ADSK
AUTODESK INC
+$34.5M
373,085
+35%
减持
BAC
BANK AMERICA CORP
-$33.2M
22,387,639
-3%
减持
PG
PROCTER AND GAMBLE CO
+$30.3M
3,796,979
-0%
减持
COST
COSTCO WHSL CORP NEW
+$27.0M
762,199
-0%
增持
JBHT
HUNT J B TRANS SVCS INC
+$24.2M
753,005
+14%
减持
AZO
AUTOZONE INC
+$22.2M
299,516
-4%
减持
FTNT
FORTINET INC
+$21.9M
1,450,409
-3%
减持
A
AGILENT TECHNOLOGIES INC
+$19.4M
1,143,035
-1%
减持
—
LAM RESEARCH CORP
-$17.7M
66,264
-2%
增持
POOL
POOL CORP
+$16.4M
204,730
+4%
清仓
LPLA
LPL FINL HLDGS INC
-$15.9M
0
-100%
增持
—
BROOKFIELD RENEWABLE CORP
+$14.1M
2,667,638
+4%
减持
C
CITIGROUP INC
-$13.9M
1,725,687
-10%
增持
SPG
SIMON PPTY GROUP INC NEW
+$13.7M
718,854
+1%
增持
BIIB
BIOGEN INC
-$13.6M
361,512
+0%
减持
PGR
PROGRESSIVE CORP
+$13.3M
602,725
-10%
减持
CMI
CUMMINS INC
+$11.3M
400,912
-6%
增持
WDC
WESTERN DIGITAL CORP.
-$11.1M
2,393,123
+4%
减持
TER
TERADYNE INC
-$11.0M
223,335
-19%
增持
NET
CLOUDFLARE INC
+$10.6M
138,410
+1852%
减持
IQV
IQVIA HLDGS INC
-$10.6M
352,543
-21%
减持
CBOE
CBOE GLOBAL MKTS INC
+$10.5M
562,769
-9%
减持
—
PENTAIR PLC
+$10.4M
547,711
-3%
减持
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$10.4M
264,524
-26%
增持
BAX
BAXTER INTL INC
+$10.3M
2,229,221
+0%
减持
TTD
THE TRADE DESK INC
+$10.3M
980,483
-2%
增持
SCHW
SCHWAB CHARLES CORP
-$10.1M
1,694,634
+4%
减持
ALL
ALLSTATE CORP
+$9.9M
460,205
-5%
减持
BNY
BANK NEW YORK MELLON CORP
+$8.8M
3,202,990
-13%
减持
ODFL
OLD DOMINION FREIGHT LINE IN
+$8.7M
440,182
-1%
减持
KLAC
KLA CORP
-$8.6M
152,361
-1%
增持
PFE
PFIZER INC
+$8.6M
4,390,705
+4%
减持
CSGP
COSTAR GROUP INC
-$8.4M
230,669
-34%
减持
VRSK
VERISK ANALYTICS INC
-$8.3M
2,107,203
-1%
增持
CTAS
CINTAS CORP
-$8.3M
64,207
+109%
减持
RGEN
REPLIGEN CORP
+$7.8M
381,471
-2%
增持
CMCSA
COMCAST CORP NEW
+$7.7M
1,920,800
+4%
减持
AVTR
AVANTOR INC
-$7.5M
2,138,772
-28%
减持
WDAY
WORKDAY INC
+$7.4M
369,638
-0%
减持
ROST
ROSS STORES INC
+$7.4M
1,467,684
-0%
增持
MSCI
MSCI INC
+$7.4M
36,002
+28%
增持
MELI
MERCADOLIBRE INC
+$6.8M
14,903
+3%
减持
TFC
TRUIST FINL CORP
+$6.0M
1,966,004
-2%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
+$5.3M
490,161
-4%
增持
WST
WEST PHARMACEUTICAL SVSC INC
+$5.0M
58,389
+54%
增持
NVDA
NVIDIA CORPORATION
+$4.3M
20,432,629
+2%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$4.2M
84,584
-4%
减持
MPWR
MONOLITHIC PWR SYS INC
-$4.1M
22,806
-26%
减持
FIS
FIDELITY NATL INFORMATION SV
+$4.1M
2,951,250
-9%
减持
OTIS
OTIS WORLDWIDE CORP
+$3.5M
822,772
-3%
减持
MAR
MARRIOTT INTL INC NEW
+$3.5M
2,350,380
-2%
减持
ROP
ROPER TECHNOLOGIES INC
-$3.5M
191,188
-2%
减持
XYL
XYLEM INC
-$2.8M
567,247
-3%
增持
WRB
BERKLEY W R CORP
+$2.7M
1,134,214
+45%
增持
DDOG
DATADOG INC
+$2.6M
185,329
+28%
增持
NICE
NICE LTD
+$2.2M
517,039
+1%
减持
HLT
HILTON WORLDWIDE HLDGS INC
+$2.1M
281,521
-2%
增持
DIS
DISNEY WALT CO
-$2.0M
768,519
+1%
减持
GILD
GILEAD SCIENCES INC
-$1.7M
1,151,874
-20%
增持
PCOR
PROCORE TECHNOLOGIES INC
+$1.1M
165,574
+20%
减持
RSG
REPUBLIC SVCS INC
-$992.1K
467,557
-4%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$964.3K
16,736
减持
—
HOLOGIC INC
+$624.5K
1,168,749
-8%
清仓
AKAM
AKAMAI TECHNOLOGIES INC
-$544.0K
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$490.2K
485,155
+1%
增持
V
VISA INC
+$366.8K
9,555
+11%
增持
ISRG
INTUITIVE SURGICAL INC
+$354.4K
2,133
+37%
增持
ABNB
AIRBNB INC
+$281.0K
7,781
+67%
增持
ARES
ARES MANAGEMENT CORPORATION
+$243.4K
7,166
+9%
增持
NTRA
NATERA INC
+$243.0K
9,241
+8%
增持
LLY
ELI LILLY & CO
+$241.4K
2,393
+15%
减持
—
ASTRAZENECA PLC
-$203.8K
7,406
-26%
增持
BSX
BOSTON SCIENTIFIC CORP
+$199.1K
14,764
+10%
增持
AMD
ADVANCED MICRO DEVICES INC
+$103.6K
6,058
+10%
增持
NFLX
NETFLIX INC
+$93.7K
1,135
+8%
增持
PTC
PTC INC
-$27.9K
99,226
+0%
