PARNASSUS INVESTMENTS, LLC
San Francisco CA · SEC CIK 0000948669
$374.45亿2026Q2 申报市值
135持仓数
39.8%前十大占比 · 第一大 5.2%
11 / 11新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
DASH 加仓+$6.99亿
GEV 加仓+$5.25亿
HUBB 加仓+$4.56亿
MSFT 加仓+$1.84亿
KO 新建仓+$1.50亿
2026Q2 卖出最多 按季末市值估算
LLY 减仓-$4.92亿
CRM 清仓-$3.64亿
GOOGL 减仓-$3.41亿
VRSK 清仓-$3.34亿
AMAT 减仓-$3.26亿
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,949,698 | -100.0% | -$3.64亿 | 清仓 |
| VRSK | VERISK ANALYTICS INC | $0 | 0.00% | 0 | -1,760,761 | -100.0% | -$3.34亿 | 清仓 |
| BIO | BIO RAD LABS INC | $0 | 0.00% | 0 | -254,305 | -100.0% | -$7,088.75万 | 清仓 |
| BILL | BILL HOLDINGS INC | $0 | 0.00% | 0 | -1,662,250 | -100.0% | -$6,366.42万 | 清仓 |
| TRU | TRANSUNION | $0 | 0.00% | 0 | -890,979 | -100.0% | -$6,164.68万 | 清仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | -258,836 | -100.0% | -$4,205.57万 | 清仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $0 | 0.00% | 0 | -13,864 | -100.0% | -$1,748.53万 | 清仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $0 | 0.00% | 0 | -48,991 | -100.0% | -$1,620.97万 | 清仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $0 | 0.00% | 0 | -282,928 | -100.0% | -$1,612.69万 | 清仓 |
| INSM | INSMED INC | $0 | 0.00% | 0 | -69,515 | -100.0% | -$1,136.71万 | 清仓 |
| BRO | BROWN & BROWN INC | $0 | 0.00% | 0 | -64,113 | -100.0% | -$418.08万 | 清仓 |
| RELX | RELX PLC | $21.51万 | 0.00% | 6,791 | -1,943 | -22.2% | -$6.15万 | 减仓 |
| ING | ING GROEP N.V. | $31.21万 | 0.00% | 9,945 | 9,945 | — | $31.21万 | 新建仓 |
| NVS | NOVARTIS AG | $31.59万 | 0.00% | 2,016 | 17 | 0.9% | $2,664 | 加仓 |
| CB | CHUBB LIMITED | $33.49万 | 0.00% | 983 | 7 | 0.7% | $2,385 | 加仓 |
| CRH | CRH PLC | $34.18万 | 0.00% | 3,194 | 25 | 0.8% | $2,675 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $34.68万 | 0.00% | 3,466 | 27 | 0.8% | $2,702 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $82.93万 | 0.00% | 7,450 | 22 | 0.3% | $2,449 | 加仓 |
| SHOP | SHOPIFY INC | $138.81万 | 0.00% | 12,157 | 474 | 4.1% | $5.41万 | 加仓 |
| NFLX | NETFLIX INC. | $173.04万 | 0.00% | 24,236 | -4,426 | -15.4% | -$31.60万 | 减仓 |
| APPF | APPFOLIO INC | $184.82万 | 0.00% | 11,526 | 822 | 7.7% | $13.18万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $186.95万 | 0.00% | 4,701 | 183 | 4.1% | $7.28万 | 加仓 |
| ASML | ASML HLDG NV | $232.57万 | 0.01% | 1,169 | -1,516 | -56.5% | -$301.60万 | 减仓 |
| META | META PLATFORMS INC | $545.32万 | 0.01% | 9,681 | 5,794 | 149.1% | $326.37万 | 加仓 |
| RDDT | REDDIT INC | $769.10万 | 0.02% | 44,308 | 8,171 | 22.6% | $141.83万 | 加仓 |
| PTC | PTC INC | $1,057.23万 | 0.03% | 93,058 | -15,047 | -13.9% | -$170.95万 | 减仓 |
| MSCI | MSCI INC | $1,169.59万 | 0.03% | 20,884 | -2,998 | -12.6% | -$167.90万 | 减仓 |
| TWST | TWIST BIOSCIENCE CORP | $1,234.57万 | 0.03% | 120,001 | 120,001 | — | $1,234.57万 | 新建仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $1,296.59万 | 0.03% | 144,903 | -4,413 | -3.0% | -$39.49万 | 减仓 |
| ROIV | ROIVANT SCIENCES LTD | $1,299.56万 | 0.03% | 367,212 | 367,212 | — | $1,299.56万 | 新建仓 |
| RKLB | ROCKET LAB CORP | $1,391.31万 | 0.04% | 136,873 | 30,736 | 29.0% | $312.43万 | 加仓 |
| IDXX | IDEXX LABS INC | $1,547.00万 | 0.04% | 29,386 | -3,323 | -10.2% | -$174.94万 | 减仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $1,620.86万 | 0.04% | 206,742 | 16,742 | 8.8% | $131.26万 | 加仓 |
| MELI | MERCADOLIBRE INC | $1,661.58万 | 0.04% | 9,789 | -259 | -2.6% | -$43.96万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $1,746.70万 | 0.05% | 46,539 | -1,320 | -2.8% | -$49.54万 | 减仓 |
| ALAB | ASTERA LABS INC | $1,820.50万 | 0.05% | 37,690 | 37,690 | — | $1,820.50万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $1,838.91万 | 0.05% | 21,431 | 21,431 | — | $1,838.91万 | 新建仓 |
| RVMD | REVOLUTION MEDICINES INC | $1,872.58万 | 0.05% | 99,988 | 99,988 | — | $1,872.58万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $1,877.21万 | 0.05% | 38,220 | -1,150 | -2.9% | -$56.48万 | 减仓 |
| SNDK | SANDISK CORP | $1,957.91万 | 0.05% | 8,611 | -71,698 | -89.3% | -$1.63亿 | 减仓 |
| NTRA | NATERA INC | $2,105.80万 | 0.06% | 77,576 | 2,839 | 3.8% | $77.06万 | 加仓 |
| FIX | COMFORT SYS USA INC | $2,198.18万 | 0.06% | 11,091 | 11,091 | — | $2,198.18万 | 新建仓 |
| WCN | WASTE CONNECTIONS INC | $2,198.57万 | 0.06% | 131,896 | 6,103 | 4.9% | $101.73万 | 加仓 |
| NET | CLOUDFLARE INC | $2,212.97万 | 0.06% | 90,222 | -36,758 | -28.9% | -$901.60万 | 减仓 |
| VIK | VIKING HOLDINGS LTD | $2,292.11万 | 0.06% | 218,984 | 198,754 | 982.5% | $2,080.36万 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $2,345.35万 | 0.06% | 155,321 | 155,321 | — | $2,345.35万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $2,428.25万 | 0.06% | 17,566 | -606 | -3.3% | -$83.77万 | 减仓 |
| PWR | QUANTA SVCS INC | $2,527.56万 | 0.07% | 35,103 | -10,810 | -23.5% | -$778.36万 | 减仓 |
| RTO | RENTOKIL INITIAL PLC | $2,578.72万 | 0.07% | 901,334 | 890,763 | 8,426.5% | $2,548.47万 | 加仓 |
| PODD | INSULET CORP | $2,707.29万 | 0.07% | 177,819 | 8,800 | 5.2% | $133.98万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $3,017.27万 | 0.08% | 60,945 | -2,057 | -3.3% | -$101.84万 | 减仓 |
| DDOG | DATADOG INC | $3,390.59万 | 0.09% | 130,227 | -3,301 | -2.5% | -$85.94万 | 减仓 |
| TER | TERADYNE INC | $3,793.60万 | 0.10% | 78,406 | -3,046 | -3.7% | -$147.38万 | 减仓 |
| ADSK | AUTODESK INC | $3,997.78万 | 0.11% | 205,626 | -5,036 | -2.4% | -$97.91万 | 减仓 |
| PNR | PENTAIR PLC | $4,058.95万 | 0.11% | 529,474 | -17,829 | -3.3% | -$136.68万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $4,372.61万 | 0.12% | 1,286,063 | -542,875 | -29.7% | -$1,845.78万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $4,553.66万 | 0.12% | 454,095 | 278,783 | 159.0% | $2,795.64万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $4,904.41万 | 0.13% | 154,455 | -99,809 | -39.3% | -$3,169.24万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $5,014.04万 | 0.13% | 1,174,799 | -6,829,021 | -85.3% | -$2.91亿 | 减仓 |
| IR | INGERSOLL RAND INC | $5,016.62万 | 0.13% | 611,858 | -19,327 | -3.1% | -$158.46万 | 减仓 |
| SNOW | SNOWFLAKE INC | $5,065.47万 | 0.14% | 199,036 | 199,036 | — | $5,065.47万 | 新建仓 |
| NICE | NICE LTD | $5,152.44万 | 0.14% | 567,137 | 22,758 | 4.2% | $206.76万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $5,300.18万 | 0.14% | 575,543 | -16,474 | -2.8% | -$151.71万 | 减仓 |
| MDLN | MEDLINE INC | $5,355.51万 | 0.14% | 1,357,889 | 369,746 | 37.4% | $1,458.28万 | 加仓 |
| DHI | D R HORTON INC | $5,365.07万 | 0.14% | 329,388 | -11,640 | -3.4% | -$189.59万 | 减仓 |
| WRB | BERKLEY W R CORP | $5,499.72万 | 0.15% | 779,771 | -26,332 | -3.3% | -$185.72万 | 减仓 |
| ALL | ALLSTATE CORP | $5,537.51万 | 0.15% | 232,727 | -7,387 | -3.1% | -$175.77万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $5,903.80万 | 0.16% | 650,628 | 11,288 | 1.8% | $102.43万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $5,947.20万 | 0.16% | 95,378 | -2,117 | -2.2% | -$132.00万 | 减仓 |
| CNH | CNH INDL N V | $5,962.63万 | 0.16% | 5,309,551 | 2,444,384 | 85.3% | $2,745.04万 | 加仓 |
| TFC | TRUIST FINL CORP | $6,048.19万 | 0.16% | 1,214,009 | -34,028 | -2.7% | -$169.53万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $7,081.72万 | 0.19% | 291,825 | -9,251 | -3.1% | -$224.49万 | 减仓 |
| DKS | DICKS SPORTING GOODS INC | $7,170.58万 | 0.19% | 316,149 | 28,978 | 10.1% | $657.25万 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $7,320.04万 | 0.20% | 594,883 | 447,540 | 303.7% | $5,506.98万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $7,439.77万 | 0.20% | 349,154 | 51,244 | 17.2% | $1,091.91万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $7,504.45万 | 0.20% | 227,091 | -46,881 | -17.1% | -$1,549.23万 | 减仓 |
| CME | CME GROUP INC | $7,628.17万 | 0.20% | 345,432 | -7,726 | -2.2% | -$170.61万 | 减仓 |
| SARO | STANDARDAERO INC | $7,900.95万 | 0.21% | 2,641,574 | 14,354 | 0.5% | $42.93万 | 加仓 |
| WMT | WALMART INC | $7,978.35万 | 0.21% | 704,428 | -15,985 | -2.2% | -$181.05万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $8,039.01万 | 0.21% | 185,517 | -76,646 | -29.2% | -$3,321.30万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $8,064.08万 | 0.22% | 607,098 | 20,409 | 3.5% | $271.09万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $8,150.42万 | 0.22% | 196,098 | -4,032 | -2.0% | -$167.58万 | 减仓 |
| XYL | XYLEM INC | $8,159.16万 | 0.22% | 690,226 | 155,102 | 29.0% | $1,833.46万 | 加仓 |
| WMB | WILLIAMS COS INC | $8,714.40万 | 0.23% | 1,172,235 | 1,172,235 | — | $8,714.40万 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V | $8,936.87万 | 0.24% | 318,004 | -10,315 | -3.1% | -$289.88万 | 减仓 |
| FDX | FEDEX CORP | $8,971.64万 | 0.24% | 286,515 | -6,457 | -2.2% | -$202.19万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $9,187.39万 | 0.25% | 1,015,630 | 20,458 | 2.1% | $185.06万 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $9,283.31万 | 0.25% | 355,179 | -10,046 | -2.8% | -$262.57万 | 减仓 |
| USFD | US FOODS HLDG CORP | $9,744.06万 | 0.26% | 952,964 | 142,869 | 17.6% | $1,460.84万 | 加仓 |
| CI | THE CIGNA GROUP | $9,934.57万 | 0.27% | 360,366 | 14,358 | 4.1% | $395.82万 | 加仓 |
| PGR | PROGRESSIVE CORP | $1.04亿 | 0.28% | 476,316 | 7,985 | 1.7% | $174.43万 | 加仓 |
| V | VISA INC | $1.07亿 | 0.29% | 311,736 | -6,810 | -2.1% | -$233.64万 | 减仓 |
| C | CITIGROUP INC | $1.15亿 | 0.31% | 820,903 | -168,255 | -17.0% | -$2,354.90万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $1.16亿 | 0.31% | 1,258,426 | -26,304 | -2.0% | -$242.71万 | 减仓 |
| AZN | ASTRAZENECA PLC | $1.19亿 | 0.32% | 629,158 | -12,980 | -2.0% | -$246.13万 | 减仓 |
| UNP | UNION PAC CORP | $1.22亿 | 0.33% | 449,875 | -9,374 | -2.0% | -$254.97万 | 减仓 |
| INTC | INTEL CORP | $1.25亿 | 0.33% | 893,410 | -378,074 | -29.7% | -$5,279.05万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $1.27亿 | 0.34% | 198,472 | -198,330 | -50.0% | -$1.27亿 | 减仓 |
| SYY | SYSCO CORP | $1.35亿 | 0.36% | 1,614,798 | 31,813 | 2.0% | $265.89万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1.37亿 | 0.37% | 3,237,229 | 55,100 | 1.7% | $233.29万 | 加仓 |