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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 13
增持 63
减持 58
清仓 16
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
-$627.1M
4,192,164
-7%
减持
BRO
BROWN & BROWN INC
-$490.3M
64,113
-99%
清仓
WDAY
WORKDAY INC
-$454.6M
0
-100%
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
VMC
VULCAN MATLS CO
+$413.5M
1,730,891
+754%
清仓
NOW
SERVICENOW INC
-$353.1M
0
-100%
减持
CRM
SALESFORCE INC
-$317.2M
1,949,698
-24%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$316.8M
1,928,810
+403%
减持
DHR
DANAHER CORP DEL
-$314.2M
3,974,829
-15%
减持
GOOGL
ALPHABET INC
-$306.7M
6,445,416
-7%
减持
AMZN
AMAZON COM INC
-$286.7M
7,364,592
-7%
增持
BSX
BOSTON SCIENTIFIC CORP
-$251.0M
8,003,820
+1%
减持
LLY
ELI LILLY & CO
-$225.4M
935,462
-7%
减持
SPGI
S&P GLOBAL INC
-$213.1M
1,648,429
-6%
减持
AMAT
APPLIED MATLS INC
+$190.0M
2,982,230
-8%
减持
AAPL
APPLE INC
-$186.3M
4,674,755
-7%
减持
MA
MASTERCARD INCORPORATED
-$186.0M
1,694,979
-6%
减持
BAC
BANK AMERICA CORP
-$184.3M
14,808,834
-10%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$177.7M
1,504,651
-5%
减持
DE
DEERE & CO
-$166.3M
1,888,448
-29%
减持
AVGO
BROADCOM INC
-$145.7M
2,281,563
-7%
减持
NVDA
NVIDIA CORPORATION
-$144.5M
9,438,607
-2%
建仓
—
ASTRAZENECA PLC
+$126.6M
642,138
清仓
—
ASTRAZENECA PLC
-$113.8M
0
-100%
增持
COST
COSTCO WHOLESALE CORPORATION
+$101.8M
675,504
+2%
增持
SNPS
SYNOPSYS INC
-$97.8M
1,460,418
+1%
增持
ORCL
ORACLE CORP
-$93.1M
2,146,719
+2%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$89.0M
5,031,876
-7%
减持
CBRE
CBRE GROUP INC
-$82.5M
1,401,900
-17%
减持
VRSK
VERISK ANALYTICS INC
-$71.9M
1,760,761
-3%
减持
HD
HOME DEPOT INC
-$70.2M
1,963,165
-6%
减持
—
LINDE PLC
+$67.0M
1,699,409
-7%
增持
GWW
WW GRAINGER INC
+$64.4M
651,243
+2%
减持
ARES
ARES MANAGEMENT CORPORATION
-$64.3M
7,428
-98%
建仓
DKS
DICKS SPORTING GOODS INC
+$56.9M
287,171
减持
AZO
AUTOZONE INC
-$55.9M
195,650
-7%
减持
LRCX
LAM RESEARCH CORP
-$54.6M
262,163
-59%
清仓
NVO
NOVO-NORDISK A S
-$49.3M
0
-100%
清仓
ROP
ROPER TECHNOLOGIES INC
-$48.8M
0
-100%
增持
CMS
CMS ENERGY CORP
+$48.5M
1,953,213
+33%
增持
—
ROYAL CARIBBEAN GROUP
+$47.4M
254,264
+215%
建仓
MDLN
MEDLINE INC
+$44.0M
988,143
清仓
IQV
IQVIA HLDGS INC
-$41.5M
0
-100%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$39.3M
258,836
-29%
增持
FERG
FERGUSON ENTERPRISES INC
+$37.5M
2,609,159
+2%
增持
MAR
MARRIOTT INTL INC NEW
+$34.9M
1,588,018
+2%
减持
KLAC
KLA CORP
+$34.9M
538,364
-14%
增持
VZ
VERIZON COMMUNICATIONS INC
+$34.5M
3,182,129
+4%
清仓
—
ALCON AG
-$34.3M
0
-100%
减持
ADSK
AUTODESK INC
-$33.6M
210,662
-26%
增持
—
CNH INDL N V
+$31.3M
2,865,167
+13208%
增持
EW
EDWARDS LIFESCIENCES CORP
+$29.7M
995,172
+70%
增持
AMD
ADVANCED MICRO DEVICES INC
+$22.5M
2,703,880
+10%
清仓
EFX
EQUIFAX INC
-$21.5M
0
-100%
增持
MRSH
MARSH & MCLENNAN COS INC
-$19.8M
2,210,439
+2%
减持
FDX
FEDEX CORP
+$19.1M
292,972
-1%
清仓
CSGP
COSTAR GROUP INC
-$18.3M
0
-100%
减持
WDC
WESTERN DIGITAL CORP
+$17.1M
396,802
-24%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$16.2M
386,893
+3%
增持
BILL
BILL HOLDINGS INC
-$16.2M
1,662,250
+14%
增持
SYK
STRYKER CORPORATION
-$15.0M
2,037,571
+5%
减持
TRU
TRANSUNION
-$14.9M
890,979
-0%
减持
WM
WASTE MGMT INC DEL
-$14.8M
4,981,578
-6%
增持
—
NXP SEMICONDUCTORS N V
+$14.4M
328,319
+42%
建仓
SGI
SOMNIGROUP INTERNATIONAL INC
+$14.0M
190,000
增持
USFD
US FOODS HLDG CORP
+$13.8M
810,095
+0%
减持
O
REALTY INCOME CORP
+$13.7M
14,142,311
-6%
清仓
POOL
POOL CORP
-$13.1M
0
-100%
建仓
BLDR
BUILDERS FIRSTSOURCE INC
+$12.3M
149,316
增持
A
AGILENT TECHNOLOGIES INC
-$12.2M
586,689
+1%
增持
HUBB
HUBBELL INC
+$12.2M
201,219
+3%
增持
PODD
INSULET CORP
-$12.0M
169,019
+1%
增持
UNH
UNITEDHEALTH GROUP INC
-$11.9M
200,130
+0%
增持
ABT
ABBOTT LABORATORIES
-$11.6M
639,340
+4%
增持
—
WILLIS TOWERS WATSON PLC LTD
-$11.3M
365,225
+2%
增持
PGR
PROGRESSIVE CORP
-$11.0M
468,331
+3%
增持
INTC
INTEL CORP
+$9.9M
1,271,484
+2%
增持
WMT
WALMART INC
+$9.7M
720,413
+1%
增持
CMI
CUMMINS INC
+$9.7M
283,672
+1%
清仓
WST
WEST PHARMACEUTICAL SVSC INC
-$9.5M
0
-100%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$9.3M
1,828,938
-0%
增持
PG
PROCTER & GAMBLE CO
+$9.1M
2,646,954
+2%
减持
SCHW
SCHWAB CHARLES CORP
-$8.8M
1,284,730
-1%
减持
DDOG
DATADOG INC
-$8.3M
133,528
-25%
减持
HOOD
ROBINHOOD MKTS INC
-$8.2M
175,312
-3%
增持
ALL
ALLSTATE CORP
+$7.9M
240,114
+19%
减持
CME
CME GROUP INC
+$7.8M
353,158
-0%
增持
JPM
JPMORGAN CHASE & CO
+$7.7M
574,730
+15%
减持
BEPC
BROOKFIELD RENEWABLE CORP
+$7.4M
5,030,831
-0%
减持
TFC
TRUIST FINL CORP
-$7.1M
1,248,037
-5%
建仓
RKLB
ROCKET LAB CORP
+$6.8M
106,137
减持
SNDK
SANDISK CORP
+$6.5M
80,309
-57%
增持
WCN
WASTE CONNECTIONS INC
+$6.2M
125,793
+55%
减持
SYY
SYSCO CORP
-$5.8M
1,582,985
-2%
增持
BIO
BIO RAD LABS INC
-$5.5M
254,305
+1%
减持
CBOE
CBOE GLOBAL MKTS INC
+$5.3M
301,076
-5%
减持
PWR
QUANTA SVCS INC
+$5.2M
45,913
-3%
建仓
RDDT
REDDIT INC
+$4.9M
36,137
减持
DHI
D R HORTON INC
-$4.8M
341,028
-5%
减持
TER
TERADYNE INC
-$4.7M
81,452
-45%
增持
DASH
DOORDASH INC
+$4.5M
97,541
+117%
减持
IDXX
IDEXX LABS INC
-$4.4M
32,709
-3%
减持
MPWR
MONOLITHIC PWR SYS INC
-$4.2M
18,172
-32%
增持
SARO
STANDARDAERO INC
-$4.2M
2,627,220
+5%
减持
UNP
UNION PAC CORP
+$3.4M
459,249
-2%
增持
XYL
XYLEM INC
+$3.3M
535,124
+20%
增持
PTC
PTC INC
-$3.3M
108,105
+1%
减持
C
CITIGROUP INC
-$3.2M
989,158
-0%
减持
ROK
ROCKWELL AUTOMATION INC
-$2.6M
63,002
-3%
增持
MELI
MERCADOLIBRE INC
-$2.6M
10,048
+1%
增持
GEV
GE VERNOVA INC
+$2.5M
5,327
+63%
增持
SHW
SHERWIN WILLIAMS CO
+$2.5M
1,063,432
+2%
增持
INSM
INSMED INC
+$2.4M
69,515
+35%
增持
WRB
BERKLEY W R CORP
-$2.2M
806,103
+2%
建仓
META
META PLATFORMS INC
+$2.2M
3,887
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$2.1M
47,859
-3%
增持
GWRE
GUIDEWIRE SOFTWARE INC
+$2.0M
147,343
+48%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$1.8M
592,017
-4%
增持
MTD
METTLER TOLEDO INTERNATIONAL
-$1.8M
13,864
+0%
增持
V
VISA INC
-$1.5M
318,546
+14%
增持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$1.5M
48,991
+10%
建仓
—
VIKING HOLDINGS LTD
+$1.5M
20,230
增持
IR
INGERSOLL RAND INC
+$1.4M
631,185
+2%
减持
HLT
HILTON WORLDWIDE HLDGS INC
+$1.4M
273,972
-4%
建仓
SHOP
SHOPIFY INC
+$1.4M
11,683
增持
NTRA
NATERA INC
-$1.3M
74,737
+6%
减持
MU
MICRON TECHNOLOGY INC
-$1.2M
245,378
-17%
增持
NET
CLOUDFLARE INC
+$1.2M
126,980
+0%
增持
—
ASML HLDG NV
+$1.0M
2,685
+14%
减持
RSG
REPUBLIC SVCS INC
-$1.0M
297,910
-5%
增持
NFLX
NETFLIX INC.
+$935.3K
28,662
+48%
清仓
TEAM
ATLASSIAN CORPORATION
-$887.4K
0
-100%
增持
REGN
REGENERON PHARMACEUTICALS
+$808.3K
97,495
+1%
增持
PCOR
PROCORE TECHNOLOGIES INC
-$792.0K
282,928
+22%
增持
NICE
NICE LTD
+$687.5K
544,379
+4%
减持
—
TRANE TECHNOLOGIES PLC
+$643.7K
39,370
-3%
增持
MSCI
MSCI INC
-$591.1K
23,882
+2%
增持
ISRG
INTUITIVE SURGICAL INC
+$334.4K
4,518
+46%
建仓
RTO
RENTOKIL INITIAL PLC
+$332.8K
10,571
建仓
—
CHUBB LTD SWITZ
+$318.1K
976
建仓
NVS
NOVARTIS AG
+$305.3K
1,999
清仓
BKNG
BOOKING HOLDINGS INC
-$294.5K
0
-100%
增持
APPF
APPFOLIO INC
-$273.8K
10,704
+27%
清仓
YMM
FULL TRUCK ALLIANCE CO LTD
-$247.6K
0
-100%
清仓
—
SPOTIFY TECHNOLOGY S A
-$238.1K
0
-100%
清仓
—
ARCH CAP GROUP LTD
-$217.5K
0
-100%
减持
BNY
BANK NEW YORK MELLON CORP
-$189.3K
2,307,326
-2%
增持
—
PENTAIR PLC
+$176.9K
547,303
+20%
减持
RELX
RELX PLC
-$85.0K
8,734
-6%
增持
CI
THE CIGNA GROUP
-$72.6K
346,008
+3%
增持
—
COCA-COLA EUROPACIFIC PARTNE
+$27.7K
3,439
+10%
