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Parnassus Investments, Llc ⇄ Robeco Institutional Asset Management B.V.

60Общие позиции

13.7%Пересечение по названиям (Жаккар)

15+Только Parnassus…

15+Только Robeco…

Совместные позиции · Q2 2026

Ценная бумага	Parnassus… вес	Robeco… вес
NVDA NVIDIA Corporation	4.5%	6.6%
GOOGL Alphabet Inc.	5.2%	4.1%
AAPL Apple Inc.	3.3%	5.2%
MSFT Microsoft Corporation	4.7%	3.4%
AMZN Amazon.com, Inc.	4.4%	2.8%
AMAT Applied Materials, Inc.	4.9%	1.7%
KLAC KLA Corporation	3.5%	1.0%
AMD Advanced Micro Devices…	3.6%	0.8%
AVGO Broadcom Inc.	2.1%	2.1%
WM Waste Management, Inc.	2.9%	0.0%
LLY Eli Lilly and Company	1.7%	1.1%
DE Deere & Company	2.8%	0.0%
MA Mastercard Incorporated	2.2%	0.6%
BAC Bank of America…	2.1%	0.5%
TMO Thermo Fisher Scientific…	2.2%	0.4%
GWW W.W. Grainger, Inc.	2.2%	0.1%
LIN Linde plc	2.2%	0.0%
GEV GE Vernova Inc.	1.4%	0.6%
DHR Danaher Corporation	1.9%	0.1%
COST Costco Wholesale…	1.6%	0.4%
DASH DoorDash, Inc.	1.9%	0.0%
SNPS Synopsys, Inc.	1.7%	0.3%
O Realty Income Corporation	1.9%	0.0%
MU Micron Technology, Inc.	0.4%	1.4%
HD The Home Depot, Inc.	1.7%	0.1%
FERG Ferguson plc	1.8%	0.0%
SYK Stryker Corporation	1.6%	0.1%
MAR Marriott International…	1.5%	0.3%
JPM JPMorgan Chase & Co.	0.5%	1.2%
SPGI S&P Global Inc.	1.6%	0.0%
ICE Intercontinental…	1.5%	0.1%
HUBB Hubbell Incorporated	1.5%	0.1%
AZO AutoZone, Inc.	1.5%	0.0%
BNY Bank of New York Mellon…	0.8%	0.5%
CMI Cummins Inc.	0.4%	0.8%
ODFL Old Dominion Freight…	1.2%	0.0%
LRCX Lam Research Corporation	0.2%	1.0%
META Meta Platforms, Inc.	0.0%	1.1%
PG The Procter & Gamble…	1.0%	0.2%
TSM Taiwan Semiconductor…	0.5%	0.6%
MRSH Marsh & McLennan…	0.9%	0.2%
V Visa Inc.	0.3%	0.8%
INTC Intel Corp.	0.3%	0.6%
CBRE CBRE Group, Inc.	0.5%	0.4%
KO The Coca-Cola Company	0.4%	0.5%
ORCL Oracle Corporation	0.8%	0.1%
WDC Western Digital…	0.3%	0.5%
C Citigroup Inc.	0.3%	0.5%
VZ Verizon Communications…	0.4%	0.3%
UNH UnitedHealth Group…	0.2%	0.4%
WMT Walmart Inc.	0.2%	0.3%
REGN Regeneron…	0.2%	0.4%
ROK Rockwell Automation, Inc.	0.1%	0.4%
ALL The Allstate Corporation	0.1%	0.4%
BEPC Brookfield Renewable…	0.5%	0.0%
CBOE Cboe Global Markets, Inc.	0.2%	0.3%
SCHW The Charles Schwab…	0.3%	0.1%
ADSK Autodesk, Inc.	0.1%	0.3%
SYY Sysco Corporation	0.4%	0.0%
FDX FedEx Corporation	0.2%	0.1%

Отличительным образом Parnassus…

VMC Vulcan Materials…	1.5%
SHW The Sherwin-Williams…	1.1%
CMS CMS Energy Corporation	0.5%
AZN AstraZeneca PLC	0.3%
USFD US Foods Holding Corp.	0.3%
SARO StandardAero, Inc.	0.2%
NICE NICE Ltd.	0.1%
RTO Rentokil Initial plc	0.1%
VIK Viking Holdings Ltd	0.1%
TPX Tempur Sealy…	0.0%
BLDR Builders FirstSource…	0.0%
TWST Twist Bioscience…	0.0%
ASML ASML Holding N.V.	0.0%
APPF AppFolio Inc.	0.0%
ARES Ares Management…	0.0%

Отличительным образом Robeco Institutional…

GOOG Alphabet Inc.	1.4%
ABBV AbbVie Inc.	1.1%
TSLA Tesla, Inc.	0.8%
CSCO Cisco Systems, Inc.	0.8%
VRT Vertiv Holdings Co	0.8%
ADI Analog Devices, Inc.	0.8%
ANET Arista Networks, Inc.	0.8%
IBN ICICI Bank Limited	0.8%
PBR-A Petróleo Brasileiro…	0.7%
PANW Palo Alto Networks…	0.7%
INFY Infosys Limited	0.6%
JNJ Johnson & Johnson	0.6%
VALE Vale S.A.	0.6%
GILD Gilead Sciences, Inc.	0.5%
BMY Bristol-Myers Squibb…	0.5%

Происхождение: Пересечение рассчитывается в реальном времени на основе разобранных позиций в обыкновенных акциях обоих управляющих за Q2 2026. Только отчётные длинные позиции — хеджи и активы, не включаемые в 13F, не видны. Методология

Сравнение управляющих

Parnassus Investments, Llc ⇄ Robeco Institutional Asset Management B.V.

Совместные позиции · Q2 2026

Отличительным образом Parnassus…

Отличительным образом Robeco Institutional…