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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 19
增持 29
减持 93
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
CI
THE CIGNA GROUP
-$854.8M
285,917
-90%
增持
NVDA
NVIDIA CORPORATION
+$718.0M
14,409,647
+0%
增持
DHR
DANAHER CORPORATION
+$463.2M
6,317,534
+65%
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
AVGO
BROADCOM INC
+$452.9M
4,537,606
-5%
增持
AMZN
AMAZON COM INC
+$319.2M
10,348,666
+1%
增持
GOOGL
ALPHABET INC
+$249.8M
9,894,598
+2%
减持
FISV
FISERV INC
-$227.1M
4,203,673
-2%
减持
ORCL
ORACLE CORP
+$212.5M
2,783,475
-2%
减持
MSFT
MICROSOFT CORP
+$186.6M
5,243,567
-19%
减持
INTU
INTUIT
+$175.6M
1,134,238
-3%
增持
SNPS
SYNOPSYS INC
+$174.8M
1,481,292
+9%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$171.1M
2,165,258
+52%
减持
FERG
FERGUSON ENTERPRISES INC
+$161.3M
3,142,599
-4%
减持
BALL
BALL CORP
-$146.5M
11,835,650
-24%
减持
AMD
ADVANCED MICRO DEVICES INC
+$140.7M
3,991,057
-4%
减持
NOW
SERVICENOW INC
+$135.1M
636,994
-2%
减持
KLAC
KLA CORP
+$131.0M
655,060
-2%
减持
BRO
BROWN & BROWN INC
-$121.2M
7,017,120
-3%
减持
AMAT
APPLIED MATLS INC
+$117.2M
3,338,954
-2%
清仓
PFE
PFIZER INC
-$111.5M
0
-100%
清仓
SPG
SIMON PPTY GROUP INC NEW
-$111.4M
0
-100%
清仓
GPN
GLOBAL PMTS INC
-$107.5M
0
-100%
减持
A
AGILENT TECHNOLOGIES INC
-$105.0M
674,048
-57%
建仓
—
WILLIS TOWERS WATSON PLC LTD
+$104.6M
341,414
减持
MRSH
MARSH & MCLENNAN COS INC
-$101.2M
2,659,484
-5%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$97.5M
1,711,440
-3%
减持
AAPL
APPLE INC
-$88.8M
3,607,907
-3%
减持
DE
DEERE & CO
+$85.7M
3,129,594
-2%
建仓
—
ALCON AG
+$80.9M
916,801
清仓
BAX
BAXTER INTL INC
-$78.8M
0
-100%
减持
BAC
BANK AMERICA CORP
+$76.1M
19,491,310
-4%
清仓
GILD
GILEAD SCIENCES INC
-$72.0M
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$68.5M
3,196,389
-6%
减持
LLY
ELI LILLY & CO
-$68.4M
847,576
-4%
减持
WM
WASTE MGMT INC DEL
-$64.3M
5,712,714
-4%
增持
ARES
ARES MANAGEMENT CORPORATION
+$60.8M
422,328
+401%
增持
JPM
JPMORGAN CHASE & CO.
+$58.8M
519,146
+39%
减持
AZO
AUTOZONE INC
-$57.7M
252,155
-3%
建仓
REGN
REGENERON PHARMACEUTICALS
+$53.1M
101,084
建仓
CSGP
COSTAR GROUP INC
+$52.7M
655,398
减持
MAR
MARRIOTT INTL INC NEW
+$51.9M
1,953,962
-3%
建仓
VMC
VULCAN MATLS CO
+$51.6M
197,796
增持
—
LINDE PLC
+$50.8M
2,142,263
+5%
减持
UNH
UNITEDHEALTH GROUP INC
-$50.6M
208,616
-6%
减持
COST
COSTCO WHSL CORP NEW
-$50.1M
434,151
-14%
建仓
WMT
WALMART INC
+$45.6M
466,056
清仓
—
HOLOGIC INC
-$44.9M
0
-100%
减持
O
REALTY INCOME CORP
-$44.3M
18,386,115
-3%
减持
ALL
ALLSTATE CORP
-$41.4M
227,045
-46%
清仓
FTNT
FORTINET INC
-$38.9M
0
-100%
增持
BEPC
BROOKFIELD RENEWABLE CORP
+$37.0M
5,263,087
+8%
清仓
KEY
KEYCORP
-$36.3M
0
-100%
减持
TTD
THE TRADE DESK INC
-$35.3M
647,351
-57%
减持
SYY
SYSCO CORP
-$34.9M
1,564,203
-23%
清仓
RGEN
REPLIGEN CORP
-$32.4M
0
-100%
增持
ORLY
OREILLY AUTOMOTIVE INC
-$31.7M
689,413
+952%
减持
SHW
SHERWIN WILLIAMS CO
-$30.0M
1,269,300
-5%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$29.3M
6,629,807
-4%
减持
VZ
VERIZON COMMUNICATIONS INC
-$28.5M
2,805,084
-15%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$26.8M
311,242
+26%
减持
SYK
STRYKER CORPORATION
+$24.0M
1,787,988
-3%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$22.7M
457,244
-6%
减持
IQV
IQVIA HLDGS INC
-$21.7M
207,331
-33%
减持
MU
MICRON TECHNOLOGY INC
-$18.9M
535,860
-45%
建仓
—
ROYAL CARIBBEAN GROUP
+$18.9M
60,358
减持
TFC
TRUIST FINL CORP
-$18.1M
1,476,432
-26%
减持
MA
MASTERCARD INCORPORATED
-$17.4M
2,138,691
-4%
减持
SCHW
SCHWAB CHARLES CORP
+$16.9M
1,306,604
-0%
减持
WDAY
WORKDAY INC
-$16.8M
2,845,644
-5%
减持
XYL
XYLEM INC
-$16.8M
501,727
-27%
建仓
SARO
STANDARDAERO INC
+$16.3M
515,929
减持
JBHT
HUNT J B TRANS SVCS INC
-$15.5M
663,090
-11%
减持
LRCX
LAM RESEARCH CORP
+$14.7M
728,028
-6%
减持
GWRE
GUIDEWIRE SOFTWARE INC
-$14.5M
231,191
-37%
减持
EFX
EQUIFAX INC
+$14.3M
1,779,843
-3%
建仓
ALNY
ALNYLAM PHARMACEUTICALS INC
+$12.2M
37,412
减持
PGR
PROGRESSIVE CORP
-$11.7M
392,685
-5%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$11.4M
385,137
+89%
减持
WDC
WESTERN DIGITAL CORP
-$11.2M
1,437,621
-44%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$10.9M
392,798
-10%
减持
RSG
REPUBLIC SVCS INC
-$10.8M
352,433
-13%
减持
CBRE
CBRE GROUP INC
+$10.7M
1,789,527
-3%
减持
NET
CLOUDFLARE INC
+$10.5M
130,564
-3%
增持
SNDK
SANDISK CORP
+$10.4M
1,019,161
+36%
减持
ODFL
OLD DOMINION FREIGHT LINE IN
-$10.4M
418,252
-12%
减持
APP
APPLOVIN CORP
-$10.1M
22,845
-67%
减持
ADSK
AUTODESK INC
+$10.1M
314,702
-6%
减持
BNY
BANK NEW YORK MELLON CORP
+$9.9M
2,547,421
-4%
减持
POOL
POOL CORP
-$9.6M
197,711
-6%
减持
HUBB
HUBBELL INC
+$9.3M
163,487
-6%
减持
CBOE
CBOE GLOBAL MKTS INC
-$9.3M
356,111
-13%
减持
SQ
BLOCK INC
-$9.0M
121,910
-62%
减持
ABNB
AIRBNB INC
+$8.2M
699,766
-1%
增持
—
SHARKNINJA INC
+$7.8M
84,343
+1129%
增持
TEAM
ATLASSIAN CORPORATION
+$7.6M
304,117
+19%
减持
ROP
ROPER TECHNOLOGIES INC
-$6.4M
97,083
-7%
减持
NICE
NICE LTD
-$6.1M
466,429
-15%
减持
USFD
US FOODS HLDG CORP
+$5.9M
910,863
-7%
减持
DDOG
DATADOG INC
+$5.9M
182,571
-3%
增持
NVO
NOVO-NORDISK A S
+$5.5M
1,011,546
+9%
减持
VRSK
VERISK ANALYTICS INC
+$5.1M
1,132,296
-3%
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$4.7M
13,685
-22%
减持
SPGI
S&P GLOBAL INC
+$4.3M
2,036,677
-3%
减持
ROK
ROCKWELL AUTOMATION INC
+$4.1M
60,824
-3%
减持
—
PENTAIR PLC
+$4.0M
443,547
-7%
减持
WRB
BERKLEY W R CORP
-$3.9M
894,317
-9%
减持
—
TRANE TECHNOLOGIES PLC
+$3.8M
42,208
-3%
减持
MPWR
MONOLITHIC PWR SYS INC
+$3.8M
27,712
-3%
减持
CRM
SALESFORCE INC
+$3.5M
2,474,812
-1%
增持
NTRA
NATERA INC
+$3.3M
69,647
+16%
减持
MSCI
MSCI INC
-$3.2M
21,982
-22%
增持
UNP
UNION PAC CORP
-$2.9M
484,149
+0%
减持
MORN
MORNINGSTAR INC
-$2.8M
42,955
-21%
减持
CME
CME GROUP INC
+$2.8M
314,138
-1%
增持
FDX
FEDEX CORP
-$2.7M
384,194
+4%
增持
INTC
INTEL CORP
+$2.7M
1,956,351
+8%
减持
HOOD
ROBINHOOD MKTS INC
+$2.6M
187,827
-48%
减持
IDXX
IDEXX LABS INC
+$2.4M
33,237
-9%
减持
FIS
FIDELITY NATL INFORMATION SV
+$2.3M
1,234,774
-6%
减持
CDNS
CADENCE DESIGN SYSTEM INC
+$2.1M
51,321
-5%
减持
CMI
CUMMINS INC
+$2.0M
342,038
-3%
减持
C
CITIGROUP INC
-$2.0M
1,021,369
-18%
减持
—
ICON PLC
-$1.6M
53,539
-1%
增持
BLDR
BUILDERS FIRSTSOURCE INC
+$1.4M
127,693
+18%
减持
PTC
PTC INC
+$1.4M
110,154
-3%
增持
WST
WEST PHARMACEUTICAL SVSC INC
+$1.2M
69,248
+11%
减持
DHI
D R HORTON INC
+$1.1M
1,292,047
-1%
减持
TER
TERADYNE INC
+$950.7K
232,935
-4%
减持
BILL
BILL HOLDINGS INC
-$944.6K
310,646
-7%
减持
BIO
BIO RAD LABS INC
-$928.1K
317,218
-0%
建仓
INSM
INSMED INC
+$798.1K
7,930
减持
TRU
TRANSUNION
-$737.1K
1,006,054
-6%
减持
MELI
MERCADOLIBRE INC
+$657.8K
10,094
-23%
增持
DASH
DOORDASH INC
+$616.2K
6,028
+27%
增持
NFLX
NETFLIX INC
+$587.3K
1,300
+5%
减持
V
VISA INC
-$494.9K
266,080
-2%
减持
GEV
GE VERNOVA INC
+$446.8K
2,634
-15%
建仓
SE
SEA LTD
+$410.9K
2,569
建仓
SAP
SAP SE
+$338.5K
1,113
增持
ISRG
INTUITIVE SURGICAL INC
+$330.1K
2,712
+17%
增持
CPRT
COPART INC
+$327.6K
881,799
+16%
建仓
—
SPOTIFY TECHNOLOGY S A
+$310.8K
405
增持
APPF
APPFOLIO INC
+$290.0K
6,858
+17%
建仓
RELX
RELX PLC
+$282.9K
5,207
建仓
BKNG
BOOKING HOLDINGS INC
+$260.5K
45
建仓
—
AERCAP HOLDINGS NV
+$247.8K
2,118
建仓
—
CNH INDL N V
+$239.9K
18,511
建仓
YMM
FULL TRUCK ALLIANCE CO LTD
+$226.9K
19,214
建仓
—
CRH PLC
+$217.6K
2,370
增持
—
ASML HOLDING N V
+$215.3K
1,399
+2%
