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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 7
增持 42
减持 93
清仓 8
方向
标的
Δ市值
现股数(环比)
清仓
INTU
INTUIT
-$893.4M
0
-100%
建仓
GWW
GRAINGER W W INC
+$721.2M
756,802
增持
BSX
BOSTON SCIENTIFIC CORP
+$670.4M
6,884,440
+42979%
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
GOOGL
ALPHABET INC
+$478.3M
9,140,511
-8%
减持
AVGO
BROADCOM INC
-$420.0M
2,518,191
-45%
减持
BALL
BALL CORP
-$236.8M
8,469,866
-28%
增持
CRM
SALESFORCE INC
+$196.8M
3,678,073
+49%
减持
FISV
FISERV INC
-$195.2M
4,107,648
-2%
增持
KLAC
KLA CORP
+$190.3M
720,458
+10%
减持
LLY
ELI LILLY & CO
-$181.3M
628,280
-26%
减持
MSFT
MICROSOFT CORP
-$178.8M
4,690,425
-11%
减持
DE
DEERE & CO
-$176.9M
3,093,334
-1%
减持
AAPL
APPLE INC
+$158.8M
3,530,850
-2%
增持
AMAT
APPLIED MATLS INC
+$158.8M
3,761,185
+13%
减持
AZO
AUTOZONE INC
+$140.5M
250,941
-0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$137.5M
2,093,621
-3%
减持
BRO
BROWN & BROWN INC
-$136.9M
6,834,855
-3%
减持
SYK
STRYKER CORPORATION
-$122.7M
1,581,516
-12%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$121.8M
6,496,975
-2%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$116.3M
1,648,433
-4%
建仓
HD
HOME DEPOT INC
+$103.8M
256,129
减持
DHI
D R HORTON INC
-$100.8M
388,335
-70%
清仓
JBHT
HUNT J B TRANS SVCS INC
-$95.2M
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC
-$93.7M
2,920,991
-27%
清仓
ABNB
AIRBNB INC
-$92.6M
0
-100%
增持
WDAY
WORKDAY INC
+$91.5M
3,217,205
+13%
减持
SPGI
S&P GLOBAL INC
-$84.8M
2,032,254
-0%
减持
AMZN
AMAZON COM INC
-$81.3M
9,970,124
-4%
减持
BAC
BANK AMERICA CORP
+$71.2M
19,258,627
-1%
建仓
ABT
ABBOTT LABS
+$70.2M
524,454
减持
WM
WASTE MGMT INC DEL
-$67.6M
5,613,315
-2%
增持
NOW
SERVICENOW INC
-$67.5M
638,266
+0%
减持
ORCL
ORACLE CORP
+$66.5M
2,400,432
-14%
减持
MRSH
MARSH & MCLENNAN COS INC
-$60.2M
2,586,704
-3%
减持
SNDK
SANDISK CORP
+$57.6M
925,267
-9%
减持
MAR
MARRIOTT INTL INC NEW
-$50.9M
1,854,516
-5%
清仓
TTD
THE TRADE DESK INC
-$46.6M
0
-100%
建仓
PODD
INSULET CORP
+$46.5M
150,699
清仓
CPRT
COPART INC
-$43.3M
0
-100%
减持
ODFL
OLD DOMINION FREIGHT LINE IN
-$42.9M
177,577
-58%
减持
BNY
BANK NEW YORK MELLON CORP
+$40.9M
2,505,359
-2%
减持
COST
COSTCO WHSL CORP NEW
-$40.6M
420,438
-3%
减持
O
REALTY INCOME CORP
+$39.0M
18,066,603
-2%
建仓
EW
EDWARDS LIFESCIENCES CORP
+$36.9M
474,917
建仓
—
NXP SEMICONDUCTORS N V
+$36.7M
161,077
减持
—
ALCON AG
-$35.5M
609,610
-34%
减持
NVDA
NVIDIA CORPORATION
+$34.5M
12,386,339
-14%
增持
BILL
BILL HOLDINGS INC
+$33.6M
905,585
+192%
增持
CBRE
CBRE GROUP INC
+$32.2M
1,795,528
+0%
增持
WMT
WALMART INC
+$27.1M
705,359
+51%
增持
SNPS
SYNOPSYS INC
-$25.8M
1,486,955
+0%
减持
DHR
DANAHER CORPORATION
-$24.5M
6,171,104
-2%
减持
LRCX
LAM RESEARCH CORP
+$23.0M
700,715
-4%
增持
VRSK
VERISK ANALYTICS INC
+$22.7M
1,492,715
+32%
减持
PG
PROCTER AND GAMBLE CO
-$22.3M
3,169,419
-1%
减持
FIS
FIDELITY NATL INFORMATION SV
-$22.2M
1,188,449
-4%
减持
A
AGILENT TECHNOLOGIES INC
-$20.4M
460,456
-32%
增持
C
CITIGROUP INC
+$18.1M
1,034,942
+1%
增持
—
WILLIS TOWERS WATSON PLC LTD
+$17.1M
352,374
+3%
减持
WDC
WESTERN DIGITAL CORP
+$15.9M
898,860
-37%
减持
FDX
FEDEX CORP
-$14.8M
307,542
-20%
增持
SARO
STANDARDAERO INC
+$14.8M
1,139,581
+121%
增持
JPM
JPMORGAN CHASE & CO.
+$14.7M
523,658
+1%
减持
TEAM
ATLASSIAN CORPORATION
-$14.5M
295,909
-3%
增持
NVO
NOVO-NORDISK A S
-$13.6M
1,013,684
+0%
增持
SYY
SYSCO CORP
+$12.9M
1,595,466
+2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$12.3M
3,040,727
+8%
减持
BIO
BIO RAD LABS INC
+$11.9M
315,328
-1%
减持
EFX
EQUIFAX INC
-$11.8M
1,753,435
-1%
减持
INTC
INTEL CORP
+$11.4M
1,645,123
-16%
增持
BEPC
BROOKFIELD RENEWABLE CORP
+$11.2M
5,337,630
+1%
减持
CMI
CUMMINS INC
+$11.1M
291,491
-15%
增持
NICE
NICE LTD
-$10.9M
468,906
+1%
减持
TER
TERADYNE INC
+$10.8M
230,408
-1%
增持
SCHW
SCHWAB CHARLES CORP
+$10.2M
1,355,531
+4%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$9.7M
666,374
-3%
增持
—
ASTRAZENECA PLC
+$9.3M
1,293,004
+0%
减持
—
LINDE PLC
-$9.1M
2,096,785
-2%
减持
RSG
REPUBLIC SVCS INC
-$9.1M
339,211
-4%
减持
HOOD
ROBINHOOD MKTS INC
+$9.0M
185,832
-1%
减持
ROP
ROPER TECHNOLOGIES INC
-$8.4M
93,440
-4%
减持
APP
APPLOVIN CORP
+$8.3M
22,707
-1%
清仓
—
ICON PLC
-$7.8M
0
-100%
减持
ARES
ARES MANAGEMENT CORPORATION
-$7.6M
410,100
-3%
减持
TRU
TRANSUNION
-$7.4M
968,311
-4%
增持
CME
CME GROUP INC
+$7.1M
346,744
+10%
增持
UNH
UNITEDHEALTH GROUP INC
+$7.1M
208,917
+0%
减持
VMC
VULCAN MATLS CO
+$7.0M
190,620
-4%
增持
CMCSA
COMCAST CORP NEW
-$6.7M
2,045,409
+3%
减持
WST
WEST PHARMACEUTICAL SVSC INC
-$6.3M
33,568
-52%
减持
XYL
XYLEM INC
+$6.3M
482,904
-4%
减持
HUBB
HUBBELL INC
-$6.2M
140,685
-14%
减持
MU
MICRON TECHNOLOGY INC
-$6.1M
358,210
-33%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$5.9M
392,105
-14%
减持
MA
MASTERCARD INCORPORATED
+$5.8M
2,123,059
-1%
增持
PGR
PROGRESSIVE CORP
+$5.6M
447,075
+14%
减持
SHW
SHERWIN WILLIAMS CO
-$5.4M
1,243,059
-2%
减持
IQV
IQVIA HLDGS INC
+$5.2M
199,552
-4%
减持
MPWR
MONOLITHIC PWR SYS INC
+$5.0M
27,411
-1%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$4.9M
380,373
-3%
减持
FERG
FERGUSON ENTERPRISES INC
-$4.8M
3,025,659
-4%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
+$4.7M
37,014
-1%
减持
HLT
HILTON WORLDWIDE HLDGS INC
-$4.3M
302,882
-3%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
-$4.0M
450,355
+17%
增持
UNP
UNION PAC CORP
+$3.9M
487,922
+1%
减持
REGN
REGENERON PHARMACEUTICALS
+$3.7M
101,023
-0%
减持
MORN
MORNINGSTAR INC
-$3.6M
42,488
-1%
减持
PTC
PTC INC
+$3.2M
109,308
-1%
减持
IDXX
IDEXX LABS INC
+$3.2M
32,877
-1%
减持
MELI
MERCADOLIBRE INC
-$3.0M
10,008
-1%
减持
USFD
US FOODS HLDG CORP
-$3.0M
876,691
-4%
减持
GWRE
GUIDEWIRE SOFTWARE INC
-$2.7M
225,282
-3%
减持
NET
CLOUDFLARE INC
+$2.2M
129,569
-1%
减持
CDNS
CADENCE DESIGN SYSTEM INC
+$2.0M
50,764
-1%
减持
POOL
POOL CORP
+$1.8M
191,794
-3%
减持
—
PENTAIR PLC
+$1.7M
426,906
-4%
减持
TFC
TRUIST FINL CORP
+$1.5M
1,421,042
-4%
减持
DDOG
DATADOG INC
+$1.3M
181,525
-1%
减持
ALL
ALLSTATE CORP
+$1.2M
218,526
-4%
减持
CSGP
COSTAR GROUP INC
+$1.0M
636,974
-3%
减持
CBOE
CBOE GLOBAL MKTS INC
+$1.0M
342,751
-4%
增持
—
ASML HOLDING N V
+$952.5K
2,142
+53%
增持
V
VISA INC
-$885.5K
274,141
+3%
减持
—
TRANE TECHNOLOGIES PLC
-$845.8K
41,749
-1%
减持
ROK
ROCKWELL AUTOMATION INC
+$824.9K
60,163
-1%
减持
NTRA
NATERA INC
-$782.2K
68,236
-2%
减持
ADSK
AUTODESK INC
-$646.4K
304,643
-3%
减持
MTD
METTLER TOLEDO INTERNATIONAL
+$539.7K
13,535
-1%
减持
PCOR
PROCORE TECHNOLOGIES INC
+$529.7K
141,273
-1%
增持
INSM
INSMED INC
+$458.7K
8,727
+10%
增持
APPF
APPFOLIO INC
+$457.3K
7,388
+8%
减持
SQ
BLOCK INC
+$435.5K
120,615
-1%
减持
—
ROYAL CARIBBEAN GROUP
+$422.7K
59,717
-1%
减持
BLDR
BUILDERS FIRSTSOURCE INC
+$414.5K
126,309
-1%
增持
GEV
GE VERNOVA INC
+$372.8K
2,873
+9%
减持
MSCI
MSCI INC
-$341.3K
21,742
-1%
增持
DASH
DOORDASH INC
+$296.7K
6,554
+9%
建仓
—
COCA-COLA EUROPACIFIC PARTNE
+$260.7K
2,884
减持
—
SHARKNINJA INC
+$258.4K
83,447
-1%
清仓
—
AERCAP HOLDINGS NV
-$247.8K
0
-100%
减持
WRB
BERKLEY W R CORP
+$246.4K
860,766
-4%
增持
ISRG
INTUITIVE SURGICAL INC
-$226.4K
2,789
+3%
增持
CI
THE CIGNA GROUP
-$219.5K
327,143
+14%
清仓
SNY
SANOFI
-$202.4K
0
-100%
增持
RELX
RELX PLC
+$126.0K
8,563
+64%
增持
SE
SEA LTD
+$109.2K
2,910
+13%
增持
NFLX
NETFLIX INC
-$93.6K
1,374
+6%
增持
—
CRH PLC
+$93.2K
2,592
+9%
增持
YMM
FULL TRUCK ALLIANCE CO LTD
+$52.5K
21,547
+12%
增持
WCN
WASTE CONNECTIONS INC
+$51.7K
1,494
+32%
