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 |
|---|---|---|---|---|---|---|---|---|
| FDXF | FEDEX FGHT HLDG CO INC | $2,345.35万 | 0.06% | 155,321 | 155,321 | — | $2,345.35万 | 新建仓 |
| VIK | VIKING HOLDINGS LTD | $2,292.11万 | 0.06% | 218,984 | 198,754 | 982.5% | $2,080.36万 | 加仓 |
| NET | CLOUDFLARE INC | $2,212.97万 | 0.06% | 90,222 | -36,758 | -28.9% | -$901.60万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $2,198.57万 | 0.06% | 131,896 | 6,103 | 4.9% | $101.73万 | 加仓 |
| FIX | COMFORT SYS USA INC | $2,198.18万 | 0.06% | 11,091 | 11,091 | — | $2,198.18万 | 新建仓 |
| NTRA | NATERA INC | $2,105.80万 | 0.06% | 77,576 | 2,839 | 3.8% | $77.06万 | 加仓 |
| SNDK | SANDISK CORP | $1,957.91万 | 0.05% | 8,611 | -71,698 | -89.3% | -$1.63亿 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $1,877.21万 | 0.05% | 38,220 | -1,150 | -2.9% | -$56.48万 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC | $1,872.58万 | 0.05% | 99,988 | 99,988 | — | $1,872.58万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $1,838.91万 | 0.05% | 21,431 | 21,431 | — | $1,838.91万 | 新建仓 |
| ALAB | ASTERA LABS INC | $1,820.50万 | 0.05% | 37,690 | 37,690 | — | $1,820.50万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $1,746.70万 | 0.05% | 46,539 | -1,320 | -2.8% | -$49.54万 | 减仓 |
| MELI | MERCADOLIBRE INC | $1,661.58万 | 0.04% | 9,789 | -259 | -2.6% | -$43.96万 | 减仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $1,620.86万 | 0.04% | 206,742 | 16,742 | 8.8% | $131.26万 | 加仓 |
| IDXX | IDEXX LABS INC | $1,547.00万 | 0.04% | 29,386 | -3,323 | -10.2% | -$174.94万 | 减仓 |
| RKLB | ROCKET LAB CORP | $1,391.31万 | 0.04% | 136,873 | 30,736 | 29.0% | $312.43万 | 加仓 |
| ROIV | ROIVANT SCIENCES LTD | $1,299.56万 | 0.03% | 367,212 | 367,212 | — | $1,299.56万 | 新建仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $1,296.59万 | 0.03% | 144,903 | -4,413 | -3.0% | -$39.49万 | 减仓 |
| TWST | TWIST BIOSCIENCE CORP | $1,234.57万 | 0.03% | 120,001 | 120,001 | — | $1,234.57万 | 新建仓 |
| MSCI | MSCI INC | $1,169.59万 | 0.03% | 20,884 | -2,998 | -12.6% | -$167.90万 | 减仓 |
| PTC | PTC INC | $1,057.23万 | 0.03% | 93,058 | -15,047 | -13.9% | -$170.95万 | 减仓 |
| RDDT | REDDIT INC | $769.10万 | 0.02% | 44,308 | 8,171 | 22.6% | $141.83万 | 加仓 |
| META | META PLATFORMS INC | $545.32万 | 0.01% | 9,681 | 5,794 | 149.1% | $326.37万 | 加仓 |
| ASML | ASML HLDG NV | $232.57万 | 0.01% | 1,169 | -1,516 | -56.5% | -$301.60万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $186.95万 | 0.00% | 4,701 | 183 | 4.1% | $7.28万 | 加仓 |
| APPF | APPFOLIO INC | $184.82万 | 0.00% | 11,526 | 822 | 7.7% | $13.18万 | 加仓 |
| NFLX | NETFLIX INC. | $173.04万 | 0.00% | 24,236 | -4,426 | -15.4% | -$31.60万 | 减仓 |
| SHOP | SHOPIFY INC | $138.81万 | 0.00% | 12,157 | 474 | 4.1% | $5.41万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $82.93万 | 0.00% | 7,450 | 22 | 0.3% | $2,449 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $34.68万 | 0.00% | 3,466 | 27 | 0.8% | $2,702 | 加仓 |
| CRH | CRH PLC | $34.18万 | 0.00% | 3,194 | 25 | 0.8% | $2,675 | 加仓 |
| CB | CHUBB LIMITED | $33.49万 | 0.00% | 983 | 7 | 0.7% | $2,385 | 加仓 |
| NVS | NOVARTIS AG | $31.59万 | 0.00% | 2,016 | 17 | 0.9% | $2,664 | 加仓 |
| ING | ING GROEP N.V. | $31.21万 | 0.00% | 9,945 | 9,945 | — | $31.21万 | 新建仓 |
| RELX | RELX PLC | $21.51万 | 0.00% | 6,791 | -1,943 | -22.2% | -$6.15万 | 减仓 |
| 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 |