Parnassus Investments, LLC 13F 持仓 · 2026年Q2
Parnassus Investments 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 135 只证券，申报市值合计 374.45 亿美元。前几大持仓：GOOGL（5.24%）、AMAT（4.89%）、MSFT（4.67%）。本季前 25 大持仓中：增持 5 只、减持 20 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $1.96B | 5.24% | 5.5M | 减持 |
| 2 | AMAT | APPLIED MATLS INC | $1.83B | 4.89% | 2.5M | 减持 |
| 3 | MSFT | MICROSOFT CORP | $1.75B | 4.67% | 4.7M | 增持 |
| 4 | NVDA | NVIDIA CORPORATION | $1.69B | 4.52% | 8.5M | 减持 |
| 5 | AMZN | AMAZON COM INC | $1.65B | 4.39% | 6.9M | 减持 |
| 6 | AMD | ADVANCED MICRO DEVICES INC | $1.35B | 3.61% | 2.3M | 减持 |
| 7 | KLAC | KLA CORP | $1.33B | 3.55% | 4.4M | 增持 |
| 8 | AAPL | APPLE INC | $1.25B | 3.34% | 4.3M | 减持 |
| 9 | WM | WASTE MGMT INC DEL | $1.07B | 2.85% | 4.8M | 减持 |
| 10 | DE | DEERE & CO | $1.04B | 2.78% | 1.6M | 减持 |
| 11 | LIN | LINDE PLC | $823.2M | 2.20% | 1.6M | 减持 |
| 12 | TMO | THERMO FISHER SCIENTIFIC INC | $822.0M | 2.20% | 1.6M | 增持 |
| 13 | GWW | WW GRAINGER INC | $820.0M | 2.19% | 602,775 | 减持 |
| 14 | MA | MASTERCARD INCORPORATED | $811.6M | 2.17% | 1.6M | 减持 |
| 15 | AVGO | BROADCOM INC | $799.0M | 2.13% | 2.1M | 减持 |
| 16 | BAC | BANK OF AMER CORP | $775.1M | 2.07% | 13.6M | 减持 |
| 17 | O | REALTY INCOME CORP | $721.2M | 1.93% | 11.6M | 减持 |
| 18 | DASH | DOORDASH INC | $717.2M | 1.92% | 3.9M | 增持 |
| 19 | DHR | DANAHER CORP DEL | $699.9M | 1.87% | 3.7M | 减持 |
| 20 | FERG | FERGUSON ENTERPRISES INC | $672.5M | 1.80% | 2.8M | 增持 |
| 21 | HD | HOME DEPOT INC | $651.7M | 1.74% | 1.8M | 减持 |
| 22 | LLY | ELI LILLY & CO | $630.3M | 1.68% | 525,464 | 减持 |
| 23 | SNPS | SYNOPSYS INC | $628.5M | 1.68% | 1.4M | 减持 |
| 24 | SYK | STRYKER CORPORATION | $605.9M | 1.62% | 1.9M | 减持 |
| 25 | SPGI | S&P GLOBAL INC | $598.0M | 1.60% | 1.5M | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR