Trade Filings

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管理人 A 管理人 B

Parnassus Investments, Llc ⇄ Credit Agricole S A

60共同持仓

11.2%名称重叠（Jaccard 指数）

10+仅 Parnassus…

15+仅 Credit…

共同持仓 · Q2 2026

证券	Parnassus… 权重	Credit Agricole S A 权重
NVDA NVIDIA Corporation	4.5%	8.7%
MSFT Microsoft Corporation	4.7%	5.3%
GOOGL Alphabet Inc.	5.2%	4.6%
AMZN Amazon.com, Inc.	4.4%	3.5%
AAPL Apple Inc.	3.3%	4.5%
AMAT Applied Materials, Inc.	4.9%	1.4%
AVGO Broadcom Inc.	2.1%	3.6%
AMD Advanced Micro Devices…	3.6%	1.1%
KLAC KLA Corporation	3.5%	0.4%
MA Mastercard Incorporated	2.2%	1.2%
WM Waste Management, Inc.	2.9%	0.3%
DE Deere & Company	2.8%	0.2%
LLY Eli Lilly and Company	1.7%	1.1%
JPM JPMorgan Chase & Co.	0.5%	2.3%
BAC Bank of America…	2.1%	0.7%
TMO Thermo Fisher Scientific…	2.2%	0.4%
LIN Linde plc	2.2%	0.3%
HD The Home Depot, Inc.	1.7%	0.7%
GWW W.W. Grainger, Inc.	2.2%	0.1%
META Meta Platforms, Inc.	0.0%	2.1%
AZN AstraZeneca PLC	0.3%	1.8%
DHR Danaher Corporation	1.9%	0.2%
DASH DoorDash, Inc.	1.9%	0.1%
O Realty Income Corporation	1.9%	0.0%
SYK Stryker Corporation	1.6%	0.3%
MU Micron Technology, Inc.	0.4%	1.5%
SPGI S&P Global Inc.	1.6%	0.2%
GEV GE Vernova Inc.	1.4%	0.4%
FERG Ferguson plc	1.8%	0.0%
SNPS Synopsys, Inc.	1.7%	0.1%
COST Costco Wholesale…	1.6%	0.2%
AZO AutoZone, Inc.	1.5%	0.0%
ICE Intercontinental…	1.5%	0.0%
HUBB Hubbell Incorporated	1.5%	0.0%
VMC Vulcan Materials Company	1.5%	0.0%
MAR Marriott International…	1.5%	0.0%
PG The Procter & Gamble…	1.0%	0.4%
ODFL Old Dominion Freight…	1.2%	0.0%
TSM Taiwan Semiconductor…	0.5%	0.8%
ORCL Oracle Corporation	0.8%	0.4%
UNH UnitedHealth Group…	0.2%	0.9%
SHW The Sherwin-Williams…	1.1%	0.0%
BNY Bank of New York Mellon…	0.8%	0.3%
MRSH Marsh & McLennan…	0.9%	0.0%
LRCX Lam Research Corporation	0.2%	0.7%
V Visa Inc.	0.3%	0.5%
KO The Coca-Cola Company	0.4%	0.4%
NFLX Netflix, Inc.	0.0%	0.7%
WMT Walmart Inc.	0.2%	0.4%
INTC Intel Corp.	0.3%	0.3%
CMI Cummins Inc.	0.4%	0.2%
VZ Verizon Communications…	0.4%	0.2%
CBRE CBRE Group, Inc.	0.5%	0.0%
C Citigroup Inc.	0.3%	0.2%
CMS CMS Energy Corporation	0.5%	0.0%
ABT Abbott Laboratories	0.2%	0.3%
WDC Western Digital…	0.3%	0.1%
PGR The Progressive…	0.3%	0.1%
SYY Sysco Corporation	0.4%	0.0%
SNDK Sandisk Corporation	0.1%	0.3%

独特地 Parnassus…

BEPC Brookfield Renewable…	0.5%
SARO StandardAero, Inc.	0.2%
GWRE Guidewire Software…	0.2%
RTO Rentokil Initial plc	0.1%
TPX Tempur Sealy…	0.0%
ROIV Roivant Sciences Ltd.	0.0%
TWST Twist Bioscience…	0.0%
APPF AppFolio Inc.	0.0%
RELX RELX Plc	0.0%
ING ING Groep N.V.	0.0%

独特地 Credit Agricole S A

TTE TotalEnergies SE	1.9%
GOOG Alphabet Inc.	1.8%
TSLA Tesla, Inc.	1.2%
BRK-B Berkshire Hathaway…	1.1%
ADI Analog Devices, Inc.	1.0%
CSCO Cisco Systems, Inc.	0.7%
ABBV AbbVie Inc.	0.6%
GE GE Aerospace	0.6%
GS The Goldman Sachs…	0.5%
JNJ Johnson & Johnson	0.5%
PANW Palo Alto Networks…	0.5%
APH Amphenol Corporation	0.5%
SPY State Street SPDR S&P…	0.4%
FER.MC Ferrovial SE	0.4%
ETN Eaton Corporation plc	0.4%

数据来源: 重叠度根据两位管理人已解析的普通股持仓实时计算，涵盖 Q2 2026. 仅含已申报多头——对冲头寸及非13F资产不可见。方法论

对比管理人

Parnassus Investments, Llc ⇄ Credit Agricole S A

共同持仓 · Q2 2026

独特地 Parnassus…

独特地 Credit Agricole S A