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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 135 项
建仓 17
增持 33
减持 77
清仓 8
方向
标的
Δ市值
现股数(环比)
建仓
BRO
BROWN & BROWN INC
+$899.1M
7,227,805
减持
NVDA
NVIDIA CORPORATION
-$618.7M
14,381,095
-11%
建仓
NOW
SERVICENOW INC
+$519.8M
652,908
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
VZ
VERIZON COMMUNICATIONS INC
-$514.5M
3,304,258
-80%
减持
AMZN
AMAZON COM INC
-$499.0M
10,255,446
-8%
减持
GOOGL
ALPHABET INC
-$486.0M
9,660,930
-8%
减持
AVGO
BROADCOM INC
-$433.4M
4,765,518
-10%
增持
AMD
ADVANCED MICRO DEVICES INC
+$424.5M
4,142,418
+47884%
减持
CRM
SALESFORCE INC
-$407.8M
2,501,600
-22%
减持
DHI
D R HORTON INC
-$407.6M
1,301,393
-68%
减持
BALL
BALL CORP
-$228.0M
15,563,406
-17%
减持
SHW
SHERWIN WILLIAMS CO
-$215.5M
1,333,941
-33%
清仓
ROST
ROSS STORES INC
-$207.5M
0
-100%
减持
VRSK
VERISK ANALYTICS INC
-$197.1M
1,167,895
-41%
减持
ORCL
ORACLE CORP
-$177.0M
2,833,081
-18%
增持
CI
THE CIGNA GROUP
+$176.4M
2,885,583
+3%
减持
COST
COSTCO WHSL CORP NEW
-$171.5M
507,363
-29%
减持
MA
MASTERCARD INCORPORATED
-$170.5M
2,224,314
-16%
减持
AAPL
APPLE INC
-$156.5M
3,732,051
-5%
减持
MAR
MARRIOTT INTL INC NEW
-$132.6M
2,023,277
-8%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$128.2M
1,772,718
-2%
减持
O
REALTY INCOME CORP
-$108.7M
19,022,589
-16%
减持
WM
WASTE MGMT INC DEL
+$105.9M
5,924,176
-6%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$103.3M
6,881,733
-5%
减持
AZO
AUTOZONE INC
+$101.8M
260,634
-6%
增持
MSFT
MICROSOFT CORP
-$97.3M
6,450,971
+8%
建仓
JPM
JPMORGAN CHASE & CO.
+$91.7M
373,822
减持
FERG
FERGUSON ENTERPRISES INC
-$90.9M
3,264,116
-8%
减持
AMAT
APPLIED MATLS INC
-$90.4M
3,404,614
-5%
减持
FTNT
FORTINET INC
-$89.1M
404,370
-70%
减持
BAC
BANK AMERICA CORP
-$84.7M
20,279,859
-4%
减持
MRSH
MARSH & MCLENNAN COS INC
-$75.5M
2,797,477
-22%
减持
WDC
WESTERN DIGITAL CORP
-$74.5M
2,553,614
-14%
增持
DHR
DANAHER CORPORATION
+$71.9M
3,828,024
+23%
清仓
OTIS
OTIS WORLDWIDE CORP
-$71.4M
0
-100%
清仓
ALGN
ALIGN TECHNOLOGY INC
-$68.8M
0
-100%
增持
WDAY
WORKDAY INC
+$68.2M
2,996,429
+22%
建仓
USFD
US FOODS HLDG CORP
+$64.2M
980,733
建仓
HUBB
HUBBELL INC
+$57.4M
173,558
减持
—
LINDE PLC
+$50.1M
2,049,551
-5%
减持
EFX
EQUIFAX INC
-$49.2M
1,836,527
-6%
减持
FISV
FISERV INC
-$46.8M
4,310,410
-11%
减持
DE
DEERE & CO
+$44.4M
3,207,917
-7%
建仓
CPRT
COPART INC
+$42.9M
758,831
减持
SPGI
S&P GLOBAL INC
-$39.9M
2,105,041
-6%
建仓
KEY
KEYCORP
+$36.3M
2,271,400
建仓
SNDK
SANDISK CORP
+$35.8M
751,345
减持
GILD
GILEAD SCIENCES INC
-$34.4M
642,590
-44%
减持
C
CITIGROUP INC
-$32.6M
1,252,436
-27%
减持
—
HOLOGIC INC
-$31.8M
726,871
-32%
减持
ROP
ROPER TECHNOLOGIES INC
-$31.7M
104,184
-42%
增持
A
AGILENT TECHNOLOGIES INC
+$31.3M
1,577,999
+38%
增持
BEPC
BROOKFIELD RENEWABLE CORP
+$27.4M
4,855,793
+24%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$27.2M
1,420,431
+1%
减持
POOL
POOL CORP
-$26.2M
211,235
-23%
减持
SYK
STRYKER CORPORATION
-$25.4M
1,835,779
-7%
减持
TEAM
ATLASSIAN CORPORATION
-$25.0M
255,350
-22%
增持
BIO
BIO RAD LABS INC
-$24.6M
318,111
+2%
减持
JBHT
HUNT J B TRANS SVCS INC
-$24.1M
748,273
-5%
减持
SCHW
SCHWAB CHARLES CORP
-$23.1M
1,307,324
-23%
减持
CMI
CUMMINS INC
-$22.5M
350,969
-8%
减持
RGEN
REPLIGEN CORP
-$20.3M
254,621
-30%
增持
TTD
THE TRADE DESK INC
-$19.5M
1,496,796
+73%
减持
TRU
TRANSUNION
-$19.0M
1,075,670
-8%
建仓
APP
APPLOVIN CORP
+$18.1M
68,447
减持
—
TRANE TECHNOLOGIES PLC
-$18.1M
43,525
-51%
减持
CBRE
CBRE GROUP INC
-$17.8M
1,835,456
-7%
减持
ADSK
AUTODESK INC
-$16.5M
333,499
-5%
减持
FIS
FIDELITY NATL INFORMATION SV
-$15.7M
1,314,627
-7%
增持
INTU
INTUIT
+$15.5M
1,168,978
+5%
建仓
BILL
BILL HOLDINGS INC
+$15.3M
333,734
减持
GWRE
GUIDEWIRE SOFTWARE INC
-$15.3M
368,125
-26%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$15.1M
487,374
+0%
建仓
HOOD
ROBINHOOD MKTS INC
+$15.0M
360,000
清仓
MBB
ISHARES TR
-$14.2M
0
-100%
增持
BAX
BAXTER INTL INC
+$13.8M
2,303,048
+3%
建仓
BLDR
BUILDERS FIRSTSOURCE INC
+$13.5M
107,970
增持
NVO
NOVO-NORDISK A S
+$13.2M
926,083
+56%
增持
—
ASTRAZENECA PLC
+$12.8M
1,224,759
+4%
增持
V
VISA INC
+$12.7M
270,977
+4%
减持
SPG
SIMON PPTY GROUP INC NEW
-$12.4M
670,528
-7%
增持
SNPS
SYNOPSYS INC
+$11.6M
1,363,310
+15%
清仓
CTAS
CINTAS CORP
-$11.6M
0
-100%
减持
TFC
TRUIST FINL CORP
-$11.3M
1,982,313
-7%
减持
IQV
IQVIA HLDGS INC
-$11.3M
308,267
-8%
减持
RSG
REPUBLIC SVCS INC
+$11.2M
403,561
-6%
增持
ARES
ARES MANAGEMENT CORPORATION
+$11.0M
84,339
+991%
减持
HLT
HILTON WORLDWIDE HLDGS INC
-$10.6M
246,404
-9%
减持
—
PENTAIR PLC
-$10.5M
474,833
-8%
减持
ODFL
OLD DOMINION FREIGHT LINE IN
-$9.7M
473,262
-5%
建仓
—
ICON PLC
+$9.4M
53,907
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$9.1M
204,232
+971%
减持
PG
PROCTER AND GAMBLE CO
-$9.0M
3,390,048
-3%
减持
PGR
PROGRESSIVE CORP
+$8.8M
411,589
-8%
增持
UNH
UNITEDHEALTH GROUP INC
+$8.8M
220,796
+5%
增持
DDOG
DATADOG INC
-$8.2M
188,231
+0%
减持
WRB
BERKLEY W R CORP
+$7.5M
978,174
-8%
减持
LLY
ELI LILLY & CO
+$7.5M
882,780
-6%
减持
MORN
MORNINGSTAR INC
-$7.3M
54,242
-23%
增持
NTRA
NATERA INC
+$6.8M
59,877
+480%
减持
CBOE
CBOE GLOBAL MKTS INC
-$6.7M
408,205
-19%
减持
KLAC
KLA CORP
-$6.3M
670,441
-9%
减持
MSCI
MSCI INC
-$5.4M
28,058
-21%
增持
FDX
FEDEX CORP
+$5.3M
369,368
+23%
减持
LRCX
LAM RESEARCH CORP
-$5.1M
772,458
-9%
增持
PFE
PFIZER INC
-$5.0M
4,401,705
+0%
减持
IDXX
IDEXX LABS INC
-$4.6M
36,653
-24%
增持
UNP
UNION PAC CORP
+$4.1M
483,883
+0%
减持
MU
MICRON TECHNOLOGY INC
-$4.0M
978,092
-8%
减持
MELI
MERCADOLIBRE INC
-$3.7M
13,186
-24%
减持
XYL
XYLEM INC
-$3.7M
683,663
-7%
减持
INTC
INTEL CORP
-$3.1M
1,812,124
-18%
增持
NICE
NICE LTD
-$3.0M
550,462
+6%
增持
SYY
SYSCO CORP
-$2.7M
2,043,378
+0%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
+$2.4M
438,481
-5%
减持
PCOR
PROCORE TECHNOLOGIES INC
-$2.3M
147,079
-9%
增持
ABNB
AIRBNB INC
-$1.7M
706,775
+8%
减持
CME
CME GROUP INC
-$1.4M
315,979
-14%
建仓
APPF
APPFOLIO INC
+$1.3M
5,863
增持
CMCSA
COMCAST CORP NEW
-$1.1M
1,925,525
+0%
减持
BNY
BANK NEW YORK MELLON CORP
+$1.1M
2,648,918
-8%
减持
ALL
ALLSTATE CORP
+$982.6K
420,771
-6%
建仓
GEV
GE VERNOVA INC
+$947.0K
3,102
清仓
ADBE
ADOBE INC
-$937.4K
0
-100%
建仓
—
ASML HOLDING N V
+$905.8K
1,367
清仓
CSGP
COSTAR GROUP INC
-$859.7K
0
-100%
清仓
EXAS
EXACT SCIENCES CORP
-$594.4K
0
-100%
建仓
—
SHARKNINJA INC
+$572.6K
6,865
减持
ORLY
OREILLY AUTOMOTIVE INC
+$470.1K
65,534
-17%
减持
NET
CLOUDFLARE INC
+$349.5K
134,147
-2%
增持
PTC
PTC INC
-$347.3K
113,747
+16%
增持
BSX
BOSTON SCIENTIFIC CORP
+$192.3K
15,064
+1%
增持
DASH
DOORDASH INC
+$71.8K
4,759
+0%
减持
ISRG
INTUITIVE SURGICAL INC
-$66.3K
2,309
-0%
增持
NFLX
NETFLIX INC
+$53.6K
1,237
+0%
