PARNASSUS INVESTMENTS, LLC
San Francisco CA · SEC CIK 0000948669
$341.47亿2026Q1 申报市值
135持仓数
37.3%前十大占比 · 第一大 5.4%
12 / 16新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VMC 加仓+$4.16亿
ODFL 加仓+$3.02亿
AZN 新建仓+$1.27亿
DKS 新建仓+$5,694.31万
AMD 加仓+$4,896.99万
2026Q1 卖出最多 按季末市值估算
WDAY 清仓-$4.55亿
DE 减仓-$4.24亿
BRO 减仓-$4.00亿
NOW 清仓-$3.53亿
GOOGL 减仓-$1.31亿
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -2,116,802 | -100.0% | -$4.55亿 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -2,304,946 | -100.0% | -$3.53亿 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -618,860 | -100.0% | -$1.14亿 | 清仓 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | -969,015 | -100.0% | -$4,930.35万 | 清仓 |
| ROP | ROPER TECHNOLOGIES INC | $0 | 0.00% | 0 | -109,628 | -100.0% | -$4,879.87万 | 清仓 |
| IQV | IQVIA HLDGS INC | $0 | 0.00% | 0 | -183,977 | -100.0% | -$4,147.03万 | 清仓 |
| ALC | ALCON AG | $0 | 0.00% | 0 | -435,222 | -100.0% | -$3,429.98万 | 清仓 |
| EFX | EQUIFAX INC | $0 | 0.00% | 0 | -98,891 | -100.0% | -$2,145.74万 | 清仓 |
| CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | -272,688 | -100.0% | -$1,833.55万 | 清仓 |
| POOL | POOL CORP | $0 | 0.00% | 0 | -57,094 | -100.0% | -$1,306.03万 | 清仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $0 | 0.00% | 0 | -34,387 | -100.0% | -$946.12万 | 清仓 |
| TEAM | ATLASSIAN CORPORATION | $0 | 0.00% | 0 | -5,473 | -100.0% | -$88.74万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -55 | -100.0% | -$29.45万 | 清仓 |
| YMM | FULL TRUCK ALLIANCE CO LTD | $0 | 0.00% | 0 | -23,076 | -100.0% | -$24.76万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -410 | -100.0% | -$23.81万 | 清仓 |
| ACGL | ARCH CAP GROUP LTD | $0 | 0.00% | 0 | -2,268 | -100.0% | -$21.75万 | 清仓 |
| RELX | RELX PLC | $28.95万 | 0.00% | 8,734 | -531 | -5.7% | -$1.76万 | 减仓 |
| NVS | NOVARTIS AG | $30.53万 | 0.00% | 1,999 | 1,999 | — | $30.53万 | 新建仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $31.18万 | 0.00% | 3,439 | 306 | 9.8% | $2.77万 | 加仓 |
| CB | CHUBB LTD SWITZ | $31.81万 | 0.00% | 976 | 976 | — | $31.81万 | 新建仓 |
| RTO | RENTOKIL INITIAL PLC | $33.28万 | 0.00% | 10,571 | 10,571 | — | $33.28万 | 新建仓 |
| CRH | CRH PLC | $33.31万 | 0.00% | 3,169 | 335 | 11.8% | $3.52万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $81.04万 | 0.00% | 7,428 | -395,133 | -98.2% | -$4,310.90万 | 减仓 |
| SHOP | SHOPIFY INC | $138.58万 | 0.00% | 11,683 | 11,683 | — | $138.58万 | 新建仓 |
| VIK | VIKING HOLDINGS LTD | $148.65万 | 0.00% | 20,230 | 20,230 | — | $148.65万 | 新建仓 |
| APPF | APPFOLIO INC | $168.93万 | 0.00% | 10,704 | 2,266 | 26.9% | $35.76万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $208.28万 | 0.01% | 4,518 | 1,431 | 46.4% | $65.97万 | 加仓 |
| META | META PLATFORMS INC | $222.39万 | 0.01% | 3,887 | 3,887 | — | $222.39万 | 新建仓 |
| NFLX | NETFLIX INC. | $275.59万 | 0.01% | 28,662 | 9,245 | 47.6% | $88.89万 | 加仓 |
| ASML | ASML HLDG NV | $354.64万 | 0.01% | 2,685 | 327 | 13.9% | $43.19万 | 加仓 |
| BRO | BROWN & BROWN INC | $418.08万 | 0.01% | 64,113 | -6,140,616 | -99.0% | -$4.00亿 | 减仓 |
| GEV | GE VERNOVA INC | $464.99万 | 0.01% | 5,327 | 2,050 | 62.6% | $178.94万 | 加仓 |
| RDDT | REDDIT INC | $486.58万 | 0.01% | 36,137 | 36,137 | — | $486.58万 | 新建仓 |
| RKLB | ROCKET LAB CORP | $681.61万 | 0.02% | 106,137 | 106,137 | — | $681.61万 | 新建仓 |
| INSM | INSMED INC | $1,136.71万 | 0.03% | 69,515 | 17,872 | 34.6% | $292.24万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $1,214.91万 | 0.04% | 175,312 | -5,022 | -2.8% | -$34.80万 | 减仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $1,229.32万 | 0.04% | 149,316 | 23,007 | 18.2% | $189.42万 | 重新持有 |
| MSCI | MSCI INC | $1,287.26万 | 0.04% | 23,882 | 415 | 1.8% | $22.37万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $1,329.86万 | 0.04% | 47,859 | -1,385 | -2.8% | -$38.48万 | 减仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $1,404.48万 | 0.04% | 190,000 | 190,000 | — | $1,404.48万 | 新建仓 |
| DASH | DOORDASH INC | $1,464.58万 | 0.04% | 97,541 | 52,593 | 117.0% | $789.68万 | 加仓 |
| NTRA | NATERA INC | $1,494.67万 | 0.04% | 74,737 | 3,909 | 5.5% | $78.18万 | 加仓 |
| PTC | PTC INC | $1,540.39万 | 0.05% | 108,105 | 568 | 0.5% | $8.09万 | 加仓 |
| DDOG | DATADOG INC | $1,576.30万 | 0.05% | 133,528 | -43,717 | -24.7% | -$516.08万 | 减仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $1,612.69万 | 0.05% | 282,928 | 50,334 | 21.6% | $286.90万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $1,620.97万 | 0.05% | 48,991 | 4,431 | 9.9% | $146.61万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $1,640.71万 | 0.05% | 39,370 | -1,132 | -2.8% | -$47.17万 | 减仓 |
| MELI | MERCADOLIBRE INC | $1,737.32万 | 0.05% | 10,048 | 143 | 1.4% | $24.72万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $1,748.53万 | 0.05% | 13,864 | 42 | 0.3% | $5.30万 | 加仓 |
| IDXX | IDEXX LABS INC | $1,837.89万 | 0.05% | 32,709 | -942 | -2.8% | -$52.93万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $1,986.84万 | 0.06% | 18,172 | -8,418 | -31.7% | -$920.38万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $2,043.38万 | 0.06% | 125,793 | 44,395 | 54.5% | $721.15万 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $2,203.66万 | 0.06% | 147,343 | 47,841 | 48.1% | $715.51万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $2,261.02万 | 0.07% | 63,002 | -1,813 | -2.8% | -$65.06万 | 减仓 |
| TER | TERADYNE INC | $2,414.73万 | 0.07% | 81,452 | -67,375 | -45.3% | -$1,997.40万 | 减仓 |
| PWR | QUANTA SVCS INC | $2,520.72万 | 0.07% | 45,913 | -1,400 | -3.0% | -$76.86万 | 减仓 |
| NET | CLOUDFLARE INC | $2,620.11万 | 0.08% | 126,980 | 45 | 0.0% | $9,285 | 加仓 |
| CNH | CNH INDL N V | $3,151.68万 | 0.09% | 2,865,167 | 2,843,638 | 13,208.4% | $3,128.00万 | 加仓 |
| PODD | INSULET CORP | $3,546.69万 | 0.10% | 169,019 | 2,115 | 1.3% | $44.38万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $4,205.57万 | 0.12% | 258,836 | -105,787 | -29.0% | -$1,718.83万 | 减仓 |
| MDLN | MEDLINE INC | $4,397.24万 | 0.13% | 988,143 | 988,143 | — | $4,397.24万 | 新建仓 |
| DHI | D R HORTON INC | $4,679.59万 | 0.14% | 341,028 | -16,925 | -4.7% | -$232.24万 | 减仓 |
| PNR | PENTAIR PLC | $4,767.56万 | 0.14% | 547,303 | 91,199 | 20.0% | $794.43万 | 加仓 |
| ALL | ALLSTATE CORP | $4,978.52万 | 0.15% | 240,114 | 38,654 | 19.2% | $801.45万 | 加仓 |
| ADSK | AUTODESK INC | $5,043.25万 | 0.15% | 210,662 | -73,318 | -25.8% | -$1,755.23万 | 减仓 |
| IR | INGERSOLL RAND INC | $5,057.05万 | 0.15% | 631,185 | 10,521 | 1.7% | $84.29万 | 加仓 |
| SNDK | SANDISK CORP | $5,102.35万 | 0.15% | 80,309 | -107,463 | -57.2% | -$6,827.55万 | 减仓 |
| WRB | BERKLEY W R CORP | $5,342.85万 | 0.16% | 806,103 | 12,405 | 1.6% | $82.22万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $5,415.32万 | 0.16% | 200,130 | 177 | 0.1% | $4.79万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $5,464.91万 | 0.16% | 592,017 | -27,334 | -4.4% | -$252.32万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $5,601.37万 | 0.16% | 262,163 | -383,763 | -59.4% | -$8,199.48万 | 减仓 |
| INTC | INTEL CORP | $5,611.06万 | 0.16% | 1,271,484 | 19,503 | 1.6% | $86.07万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $5,694.31万 | 0.17% | 287,171 | 287,171 | — | $5,694.31万 | 新建仓 |
| TFC | TRUIST FINL CORP | $5,737.23万 | 0.17% | 1,248,037 | -61,939 | -4.7% | -$284.73万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $5,854.43万 | 0.17% | 1,828,938 | -5,595 | -0.3% | -$17.91万 | 减仓 |
| NICE | NICE LTD | $6,002.32万 | 0.18% | 544,379 | 19,470 | 3.7% | $214.68万 | 加仓 |
| TRU | TRANSUNION | $6,164.68万 | 0.18% | 890,979 | -1,745 | -0.2% | -$12.07万 | 减仓 |
| BILL | BILL HOLDINGS INC | $6,366.42万 | 0.19% | 1,662,250 | 198,459 | 13.6% | $760.10万 | 加仓 |
| XYL | XYLEM INC | $6,394.73万 | 0.19% | 535,124 | 90,020 | 20.2% | $1,075.74万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $6,463.29万 | 0.19% | 328,319 | 96,720 | 41.8% | $1,904.03万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $6,524.82万 | 0.19% | 297,910 | -14,785 | -4.7% | -$323.82万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $6,564.10万 | 0.19% | 639,340 | 22,989 | 3.7% | $236.03万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $6,687.08万 | 0.20% | 586,689 | 5,750 | 1.0% | $65.54万 | 加仓 |
| SARO | STANDARDAERO INC | $6,786.11万 | 0.20% | 2,627,220 | 115,051 | 4.6% | $297.18万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $6,996.84万 | 0.20% | 254,264 | 173,454 | 214.6% | $4,773.11万 | 加仓 |
| BIO | BIO RAD LABS INC | $7,088.75万 | 0.21% | 254,305 | 2,165 | 0.9% | $60.35万 | 加仓 |
| USFD | US FOODS HLDG CORP | $7,469.89万 | 0.22% | 810,095 | 1,986 | 0.2% | $18.31万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $7,532.85万 | 0.22% | 97,495 | 950 | 1.0% | $73.40万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $7,969.34万 | 0.23% | 995,172 | 408,412 | 69.6% | $3,270.56万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $8,289.85万 | 0.24% | 245,378 | -49,432 | -16.8% | -$1,670.01万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $8,330.94万 | 0.24% | 273,972 | -11,191 | -3.9% | -$340.30万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $8,462.34万 | 0.25% | 301,076 | -14,942 | -4.7% | -$419.97万 | 减仓 |
| WMT | WALMART INC | $8,953.29万 | 0.26% | 720,413 | 3,788 | 0.5% | $47.08万 | 加仓 |
| CI | THE CIGNA GROUP | $9,229.76万 | 0.27% | 346,008 | 10,397 | 3.1% | $277.34万 | 加仓 |
| PGR | PROGRESSIVE CORP | $9,284.19万 | 0.27% | 468,331 | 12,481 | 2.7% | $247.42万 | 加仓 |
| V | VISA INC | $9,627.73万 | 0.28% | 318,546 | 39,717 | 14.2% | $1,200.41万 | 加仓 |
| HUBB | HUBBELL INC | $9,874.62万 | 0.29% | 201,219 | 6,271 | 3.2% | $307.74万 | 加仓 |
| CME | CME GROUP INC | $1.04亿 | 0.31% | 353,158 | -150 | -0.0% | -$4.43万 | 减仓 |
| FDX | FEDEX CORP | $1.04亿 | 0.31% | 292,972 | -2,069 | -0.7% | -$73.69万 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $1.06亿 | 0.31% | 365,225 | 7,688 | 2.2% | $223.49万 | 加仓 |