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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 3
增持 54
减持 81
清仓 12
方向
标的
Δ市值
现股数(环比)
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$645.6M
0
-100%
增持
HD
HOME DEPOT INC
+$612.1M
2,080,538
+712%
增持
LLY
ELI LILLY & CO
+$606.5M
1,010,392
+61%
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。
清仓
FISV
FISERV INC
-$529.6M
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$520.5M
9,600,898
-22%
增持
AAPL
APPLE INC
+$473.6M
5,049,172
+43%
减持
EFX
EQUIFAX INC
-$428.4M
98,891
-94%
清仓
BALL
BALL CORP
-$427.1M
0
-100%
减持
AMZN
AMAZON COM INC
-$368.6M
7,887,228
-21%
减持
AZO
AUTOZONE INC
-$359.9M
211,328
-16%
减持
WDAY
WORKDAY INC
-$319.8M
2,116,802
-34%
减持
ORCL
ORACLE CORP
-$266.2M
2,097,860
-13%
减持
MSFT
MICROSOFT CORP
-$250.5M
4,505,495
-4%
减持
O
REALTY INCOME CORP
-$246.7M
15,106,270
-16%
增持
NOW
SERVICENOW INC
-$234.3M
2,304,946
+261%
减持
—
LINDE PLC
-$220.5M
1,818,692
-13%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$214.2M
5,436,265
-16%
减持
CRM
SALESFORCE INC
-$190.6M
2,571,143
-30%
减持
DE
DEERE & CO
-$184.4M
2,642,017
-15%
增持
COST
COSTCO WHSL CORP NEW
+$182.1M
662,447
+58%
减持
MA
MASTERCARD INCORPORATED
-$174.7M
1,809,280
-15%
减持
DHR
DANAHER CORPORATION
-$155.7M
4,664,560
-24%
减持
BRO
BROWN & BROWN INC
-$146.5M
6,204,729
-9%
减持
MRSH
MARSH & MCLENNAN COS INC
-$118.0M
2,173,621
-16%
减持
PG
PROCTER AND GAMBLE CO
-$113.8M
2,604,052
-18%
减持
FERG
FERGUSON ENTERPRISES INC
-$108.4M
2,565,454
-15%
建仓
CMS
CMS ENERGY CORP
+$103.0M
1,472,659
增持
SYK
STRYKER CORPORATION
+$99.9M
1,947,575
+23%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$98.1M
1,583,105
-24%
减持
SHW
SHERWIN WILLIAMS CO
-$92.0M
1,044,274
-16%
减持
BAC
BANK AMERICA CORP
-$87.3M
16,477,774
-14%
增持
BSX
BOSTON SCIENTIFIC CORP
+$81.1M
7,899,240
+15%
减持
WM
WASTE MGMT INC DEL
-$80.1M
5,277,285
-6%
清仓
FIS
FIDELITY NATL INFORMATION SV
-$78.4M
0
-100%
减持
GWW
WW GRAINGER INC
-$75.2M
640,162
-15%
减持
SPGI
S&P GLOBAL INC
-$74.9M
1,749,394
-14%
清仓
CMCSA
COMCAST CORP NEW
-$64.3M
0
-100%
减持
GOOGL
ALPHABET INC
-$61.9M
6,901,505
-24%
减持
AMAT
APPLIED MATLS INC
+$59.3M
3,227,145
-14%
减持
SNDK
SANDISK CORP
-$59.2M
187,772
-80%
减持
SNPS
SYNOPSYS INC
-$56.8M
1,440,874
-3%
减持
AMD
ADVANCED MICRO DEVICES INC
+$54.9M
2,463,159
-16%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$50.2M
1,834,533
+307%
建仓
IR
INGERSOLL RAND INC
+$49.2M
620,664
减持
POOL
POOL CORP
-$46.4M
57,094
-70%
减持
TEAM
ATLASSIAN CORPORATION
-$46.4M
5,473
-98%
增持
SARO
STANDARDAERO INC
+$40.9M
2,512,169
+120%
减持
CSGP
COSTAR GROUP INC
-$35.4M
272,688
-57%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$35.1M
383,487
+116%
增持
BILL
BILL HOLDINGS INC
+$31.9M
1,463,791
+62%
减持
GWRE
GUIDEWIRE SOFTWARE INC
-$31.8M
99,502
-56%
增持
VRSK
VERISK ANALYTICS INC
+$30.6M
1,815,060
+22%
增持
HUBB
HUBBELL INC
+$26.0M
194,948
+39%
减持
MU
MICRON TECHNOLOGY INC
+$24.2M
294,810
-18%
减持
AVGO
BROADCOM INC
+$21.1M
2,461,410
-2%
建仓
PWR
QUANTA SVCS INC
+$20.0M
47,313
增持
A
AGILENT TECHNOLOGIES INC
+$19.9M
580,939
+26%
减持
CMI
CUMMINS INC
+$19.8M
280,004
-4%
减持
KLAC
KLA CORP
-$19.3M
623,664
-13%
减持
WDC
WESTERN DIGITAL CORP
-$17.7M
523,497
-42%
减持
REGN
REGENERON PHARMACEUTICALS
+$17.7M
96,545
-4%
减持
LRCX
LAM RESEARCH CORP
+$16.7M
645,926
-8%
清仓
APP
APPLOVIN CORP
-$16.3M
0
-100%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$15.4M
619,351
-7%
清仓
BLDR
BUILDERS FIRSTSOURCE INC
-$15.3M
0
-100%
减持
—
ASTRAZENECA PLC
+$14.6M
1,237,719
-4%
减持
DHI
D R HORTON INC
-$14.3M
357,953
-8%
增持
WCN
WASTE CONNECTIONS INC
+$14.0M
81,398
+5348%
增持
—
NXP SEMICONDUCTORS N V
+$13.6M
231,599
+44%
增持
EW
EDWARDS LIFESCIENCES CORP
+$13.1M
586,760
+24%
减持
ADSK
AUTODESK INC
-$12.7M
283,980
-7%
减持
FDX
FEDEX CORP
+$12.7M
295,041
-4%
增持
SYY
SYSCO CORP
-$12.7M
1,611,005
+1%
减持
BIO
BIO RAD LABS INC
-$12.0M
252,140
-20%
减持
RSG
REPUBLIC SVCS INC
-$11.6M
312,695
-8%
减持
—
ALCON AG
-$11.1M
435,222
-29%
减持
XYL
XYLEM INC
-$10.6M
445,104
-8%
减持
CBRE
CBRE GROUP INC
-$10.5M
1,694,034
-6%
减持
C
CITIGROUP INC
+$10.4M
989,173
-4%
减持
WRB
BERKLEY W R CORP
-$10.3M
793,698
-8%
清仓
MORN
MORNINGSTAR INC
-$9.9M
0
-100%
减持
BEPC
BROOKFIELD RENEWABLE CORP
+$9.2M
5,032,949
-6%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$9.2M
364,623
-4%
减持
INTC
INTEL CORP
-$9.0M
1,251,981
-24%
清仓
SQ
BLOCK INC
-$8.7M
0
-100%
清仓
—
SHARKNINJA INC
-$8.6M
0
-100%
增持
NICE
NICE LTD
-$8.6M
524,909
+12%
增持
VZ
VERIZON COMMUNICATIONS INC
-$8.4M
3,073,760
+1%
增持
DASH
DOORDASH INC
+$8.4M
44,948
+586%
增持
INSM
INSMED INC
+$7.7M
51,643
+492%
减持
UNP
UNION PAC CORP
-$7.4M
466,778
-4%
增持
WMT
WALMART INC
+$7.1M
716,625
+2%
增持
ABT
ABBOTT LABS
+$7.0M
616,351
+18%
减持
NVO
NOVO-NORDISK A S
-$6.9M
969,015
-4%
增持
PCOR
PROCORE TECHNOLOGIES INC
+$6.6M
232,594
+65%
增持
PGR
PROGRESSIVE CORP
-$6.6M
455,850
+2%
减持
USFD
US FOODS HLDG CORP
-$6.3M
808,109
-8%
减持
HOOD
ROBINHOOD MKTS INC
-$6.2M
180,334
-3%
减持
UNH
UNITEDHEALTH GROUP INC
-$6.1M
199,953
-4%
增持
NTRA
NATERA INC
+$5.2M
70,828
+4%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$5.1M
376,999
-4%
减持
ALL
ALLSTATE CORP
-$5.0M
201,460
-8%
减持
CBOE
CBOE GLOBAL MKTS INC
-$4.7M
316,018
-8%
减持
TRU
TRANSUNION
-$4.6M
892,724
-8%
增持
—
WILLIS TOWERS WATSON PLC LTD
-$4.2M
357,537
+1%
增持
V
VISA INC
+$4.2M
278,829
+2%
增持
ROK
ROCKWELL AUTOMATION INC
+$4.2M
64,815
+8%
减持
JPM
JPMORGAN CHASE & CO.
-$3.8M
500,909
-4%
减持
IQV
IQVIA HLDGS INC
+$3.6M
183,977
-8%
减持
PTC
PTC INC
-$3.5M
107,537
-2%
减持
MELI
MERCADOLIBRE INC
-$3.4M
9,905
-1%
减持
HLT
HILTON WORLDWIDE HLDGS INC
+$3.3M
285,163
-6%
增持
—
ROYAL CARIBBEAN GROUP
+$3.2M
80,810
+35%
减持
TER
TERADYNE INC
-$2.9M
148,827
-35%
增持
CME
CME GROUP INC
+$2.8M
353,308
+2%
减持
NET
CLOUDFLARE INC
-$2.8M
126,935
-2%
增持
MTD
METTLER TOLEDO INTERNATIONAL
+$2.7M
13,822
+2%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$2.4M
49,244
-3%
增持
ROP
ROPER TECHNOLOGIES INC
+$2.2M
109,628
+17%
增持
CI
THE CIGNA GROUP
-$1.9M
335,611
+3%
减持
—
TRANE TECHNOLOGIES PLC
-$1.9M
40,502
-3%
增持
IDXX
IDEXX LABS INC
+$1.8M
33,651
+2%
减持
DDOG
DATADOG INC
-$1.7M
177,245
-2%
减持
MAR
MARRIOTT INTL INC NEW
+$1.5M
1,561,579
-16%
减持
MPWR
MONOLITHIC PWR SYS INC
-$1.1M
26,590
-3%
增持
MSCI
MSCI INC
+$1.1M
23,467
+8%
减持
BNY
BANK NEW YORK MELLON CORP
+$923.5K
2,359,440
-6%
增持
PODD
INSULET CORP
+$915.5K
166,904
+11%
增持
VMC
VULCAN MATLS CO
-$847.5K
202,619
+6%
增持
ALNY
ALNYLAM PHARMACEUTICALS INC
+$840.9K
44,560
+20%
增持
WST
WEST PHARMACEUTICAL SVSC INC
+$655.3K
34,387
+2%
清仓
SE
SEA LTD
-$520.1K
0
-100%
减持
TFC
TRUIST FINL CORP
-$506.1K
1,309,976
-8%
减持
ARES
ARES MANAGEMENT CORPORATION
-$505.0K
402,561
-2%
增持
ISRG
INTUITIVE SURGICAL INC
+$501.0K
3,087
+11%
增持
—
ASML HOLDING N V
+$449.1K
2,358
+10%
增持
GEV
GE VERNOVA INC
+$375.1K
3,277
+14%
清仓
SAP
SAP SE
-$326.5K
0
-100%
增持
—
PENTAIR PLC
+$214.6K
456,104
+7%
增持
NFLX
NETFLIX INC
+$173.2K
19,417
+1313%
减持
SCHW
SCHWAB CHARLES CORP
+$153.2K
1,296,825
-4%
增持
APPF
APPFOLIO INC
-$73.5K
8,438
+14%
增持
—
CRH PLC
+$42.9K
2,834
+9%
增持
RELX
RELX PLC
-$34.5K
9,265
+8%
增持
YMM
FULL TRUCK ALLIANCE CO LTD
-$31.9K
23,076
+7%
增持
BKNG
BOOKING HOLDINGS INC
+$24.6K
55
+10%
增持
—
SPOTIFY TECHNOLOGY S A
-$24.4K
410
+9%
增持
—
COCA-COLA EUROPACIFIC PARTNE
+$23.4K
3,133
+9%
增持
—
CNH INDL N V
-$20.4K
21,529
+7%
减持
—
ARCH CAP GROUP LTD
-$8.1K
2,268
-9%
