小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 130 项
建仓 8
增持 40
减持 74
清仓 8
方向
标的
Δ市值
现股数(环比)
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$731.3M
1,815,950
增持
LLY
ELI LILLY & CO
+$719.5M
934,702
+38960%
减持
ORCL
ORACLE CORP
-$644.2M
3,439,246
-52%
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
FERG
FERGUSON ENTERPRISES INC
+$546.7M
3,537,155
+944%
增持
WDAY
WORKDAY INC
+$541.2M
2,447,735
+562%
减持
SYY
SYSCO CORP
-$499.1M
2,041,218
-76%
清仓
MDLZ
MONDELEZ INTL INC
-$488.6M
0
-100%
减持
CME
CME GROUP INC
-$412.9M
366,827
-84%
减持
CRM
SALESFORCE INC
-$408.8M
3,227,604
-41%
增持
KLAC
KLA CORP
+$344.1M
733,328
+381%
减持
O
REALTY INCOME CORP
-$338.3M
22,696,262
-7%
减持
AMZN
AMAZON COM INC
+$325.0M
11,168,227
-2%
减持
BALL
BALL CORP
-$322.2M
18,835,298
-6%
减持
NVDA
NVIDIA CORPORATION
-$304.0M
16,213,846
-21%
减持
AVGO
BROADCOM INC
+$257.8M
5,310,912
-6%
减持
DHI
D R HORTON INC
-$248.3M
4,098,488
-5%
减持
SHW
SHERWIN WILLIAMS CO
-$246.5M
2,004,349
-18%
减持
CI
THE CIGNA GROUP
-$239.4M
2,798,981
-4%
增持
WM
WASTE MGMT INC DEL
+$202.6M
6,272,009
+22%
减持
—
LINDE PLC
-$197.8M
2,159,908
-7%
减持
MRSH
MARSH & MCLENNAN COS INC
-$195.6M
3,569,141
-17%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$175.4M
7,273,286
-7%
减持
MSFT
MICROSOFT CORP
-$154.8M
5,976,144
-4%
减持
VZ
VERIZON COMMUNICATIONS INC
-$151.3M
16,612,979
-9%
减持
FIS
FIDELITY NATL INFORMATION SV
-$133.3M
1,409,635
-52%
减持
GOOGL
ALPHABET INC
+$126.3M
10,459,206
-6%
减持
GWRE
GUIDEWIRE SOFTWARE INC
-$116.5M
499,611
-54%
减持
EFX
EQUIFAX INC
-$110.8M
1,948,324
-6%
增持
AMAT
APPLIED MATLS INC
-$109.0M
3,593,870
+5%
减持
SPGI
S&P GLOBAL INC
-$108.7M
2,227,777
-6%
建仓
BEPC
BROOKFIELD RENEWABLE CORP
+$108.2M
3,910,496
清仓
—
BROOKFIELD RENEWABLE CORP
-$87.1M
0
-100%
增持
ABNB
AIRBNB INC
+$85.2M
655,539
+8325%
增持
V
VISA INC
+$79.6M
260,174
+2623%
增持
—
ASTRAZENECA PLC
+$76.7M
1,179,018
+15820%
清仓
NTR
NUTRIEN LTD
-$75.2M
0
-100%
清仓
DIS
DISNEY WALT CO
-$73.9M
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$71.0M
3,499,460
-8%
减持
DE
DEERE & CO
-$70.5M
3,448,684
-6%
清仓
BIIB
BIOGEN INC
-$70.1M
0
-100%
减持
FISV
FISERV INC
+$63.7M
4,861,759
-7%
建仓
LRCX
LAM RESEARCH CORP
+$61.2M
847,483
减持
SNPS
SYNOPSYS INC
-$60.4M
1,180,668
-6%
增持
DHR
DANAHER CORPORATION
+$57.8M
3,105,388
+32%
清仓
AVTR
AVANTOR INC
-$55.3M
0
-100%
清仓
—
LAM RESEARCH CORP
-$54.1M
0
-100%
减持
SYK
STRYKER CORPORATION
-$54.0M
1,968,582
-7%
减持
AZO
AUTOZONE INC
-$51.6M
278,542
-7%
建仓
NVO
NOVO-NORDISK A S
+$51.1M
593,722
减持
PGR
PROGRESSIVE CORP
-$45.3M
449,242
-25%
减持
BAC
BANK AMERICA CORP
+$42.6M
21,182,507
-5%
减持
INTU
INTUIT
-$39.2M
1,117,327
-6%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$36.4M
1,410,957
+25%
减持
ALGN
ALIGN TECHNOLOGY INC
-$32.1M
330,007
-17%
清仓
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$31.4M
0
-100%
减持
MAR
MARRIOTT INTL INC NEW
+$30.3M
2,203,229
-6%
增持
TEAM
ATLASSIAN CORPORATION
+$28.2M
325,367
+1%
建仓
SQ
BLOCK INC
+$27.0M
317,525
减持
COST
COSTCO WHSL CORP NEW
-$24.4M
710,831
-7%
减持
TRU
TRANSUNION
-$22.5M
1,167,746
-7%
增持
MU
MICRON TECHNOLOGY INC
-$20.6M
1,057,646
+0%
减持
VRSK
VERISK ANALYTICS INC
-$20.0M
1,977,559
-6%
增持
BAX
BAXTER INTL INC
-$19.6M
2,230,611
+0%
减持
—
HOLOGIC INC
-$18.5M
1,063,421
-9%
减持
IQV
IQVIA HLDGS INC
-$17.9M
334,178
-5%
建仓
ROK
ROCKWELL AUTOMATION INC
+$17.9M
62,471
减持
INTC
INTEL CORP
-$17.7M
2,207,479
-16%
减持
CSGP
COSTAR GROUP INC
-$16.5M
12,009
-95%
减持
A
AGILENT TECHNOLOGIES INC
-$16.5M
1,140,757
-0%
增持
POOL
POOL CORP
+$16.3M
274,165
+34%
减持
CBOE
CBOE GLOBAL MKTS INC
-$16.2M
507,032
-10%
增持
SCHW
SCHWAB CHARLES CORP
+$15.6M
1,695,164
+0%
减持
FTNT
FORTINET INC
+$15.6M
1,355,397
-7%
增持
WDC
WESTERN DIGITAL CORP
+$14.3M
2,980,047
+25%
减持
OTIS
OTIS WORLDWIDE CORP
-$14.1M
771,116
-6%
减持
ROST
ROSS STORES INC
-$13.4M
1,371,768
-7%
减持
ROP
ROPER TECHNOLOGIES INC
-$13.3M
179,137
-6%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$11.8M
486,191
+0%
减持
GPN
GLOBAL PMTS INC
-$11.2M
1,098,035
-16%
增持
PFE
PFIZER INC
-$10.5M
4,392,905
+0%
减持
BNY
BANK NEW YORK MELLON CORP
-$9.1M
2,877,920
-10%
增持
UNP
UNION PAC CORP
-$8.9M
483,143
+0%
增持
TFC
TRUIST FINL CORP
+$8.8M
2,141,993
+9%
增持
XYL
XYLEM INC
+$8.7M
735,489
+30%
增持
CMCSA
COMCAST CORP NEW
-$8.1M
1,921,745
+0%
减持
MBB
ISHARES TR
-$8.1M
155,000
-33%
减持
RSG
REPUBLIC SVCS INC
-$7.3M
430,341
-8%
减持
CBRE
CBRE GROUP INC
+$6.3M
1,963,825
-3%
减持
TTD
THE TRADE DESK INC
-$6.1M
863,014
-12%
增持
DDOG
DATADOG INC
+$5.6M
188,127
+2%
减持
AAPL
APPLE INC
+$5.3M
3,935,571
-6%
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$5.2M
17,617
-1%
增持
JBHT
HUNT J B TRANS SVCS INC
+$5.1M
790,038
+5%
减持
IDXX
IDEXX LABS INC
-$4.8M
48,347
-1%
增持
MPWR
MONOLITHIC PWR SYS INC
-$4.3M
28,450
+25%
减持
RGEN
REPLIGEN CORP
-$4.1M
366,232
-4%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$4.0M
78,776
-7%
增持
UNH
UNITEDHEALTH GROUP INC
-$3.9M
211,179
+11%
减持
NET
CLOUDFLARE INC
+$3.6M
137,143
-1%
增持
WST
WEST PHARMACEUTICAL SVSC INC
+$2.9M
62,479
+7%
减持
CMI
CUMMINS INC
+$2.7M
380,118
-5%
减持
MA
MASTERCARD INCORPORATED
-$2.6M
2,639,185
-6%
减持
WRB
BERKLEY W R CORP
-$2.3M
1,060,467
-7%
减持
—
TRANE TECHNOLOGIES PLC
-$2.2M
88,575
-1%
增持
NICE
NICE LTD
-$1.9M
517,279
+0%
增持
BIO
BIO RAD LABS INC
-$1.8M
310,867
+0%
减持
PCOR
PROCORE TECHNOLOGIES INC
+$1.8M
160,761
-3%
减持
HLT
HILTON WORLDWIDE HLDGS INC
+$1.8M
269,769
-4%
减持
CTAS
CINTAS CORP
-$1.6M
63,373
-1%
减持
—
PENTAIR PLC
-$1.6M
516,798
-6%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$1.5M
459,592
-6%
减持
CDNS
CADENCE DESIGN SYSTEM INC
+$1.5M
54,099
-1%
增持
MELI
MERCADOLIBRE INC
-$1.2M
17,304
+16%
减持
ALL
ALLSTATE CORP
-$1.1M
446,841
-3%
减持
ADSK
AUTODESK INC
+$1.1M
351,355
-6%
减持
MORN
MORNINGSTAR INC
+$942.2K
70,111
-1%
建仓
DASH
DOORDASH INC
+$798.0K
4,757
建仓
EXAS
EXACT SCIENCES CORP
+$594.4K
10,578
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$581.8K
498,977
+13%
增持
TER
TERADYNE INC
+$569.9K
242,068
+8%
增持
NTRA
NATERA INC
+$462.3K
10,331
+12%
减持
MSCI
MSCI INC
+$316.1K
35,504
-1%
增持
NFLX
NETFLIX INC
+$294.9K
1,234
+9%
增持
ARES
ARES MANAGEMENT CORPORATION
+$251.7K
7,730
+8%
减持
ADBE
ADOBE INC
-$232.3K
2,108
-7%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$186.0K
19,076
+14%
增持
ISRG
INTUITIVE SURGICAL INC
+$162.0K
2,318
+9%
增持
BSX
BOSTON SCIENTIFIC CORP
+$90.2K
14,861
+1%
增持
AMD
ADVANCED MICRO DEVICES INC
+$48.8K
8,633
+43%
减持
PTC
PTC INC
+$46.2K
97,745
-1%
