# PARNASSUS INVESTMENTS, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 948669. Source: https://holderbook.com/funds/948669-parnassus-investments-llc/

- Reported value: $37.4B
- Positions: 135
- Weight of the ten largest: 39.8%
- Filed: 2026-07-29

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $2.0B | 5,491,465 | 5.2% | 31 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $1.8B | 2,531,747 | 4.9% | 31 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $1.7B | 4,685,346 | 4.7% | 31 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $1.7B | 8,453,777 | 4.5% | 31 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $1.6B | 6,903,653 | 4.4% | 15 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $1.4B | 2,329,523 | 3.6% | 15 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $1.3B | 4,403,071 | 3.5% | 26 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $1.2B | 4,318,250 | 3.3% | 31 |
| WASTE MGMT INC DEL | [WM](https://holderbook.com/stocks/WM/) | $1.1B | 4,792,005 | 2.9% | 31 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $1.0B | 1,640,128 | 2.8% | 29 |
| LINDE PLC | [LIN](https://holderbook.com/stocks/LIN/) | $823.2M | 1,586,298 | 2.2% | 14 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $822.0M | 1,639,589 | 2.2% | 18 |
| WW GRAINGER INC | [GWW](https://holderbook.com/stocks/GWW/) | $820.0M | 602,775 | 2.2% | 4 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $811.6M | 1,580,278 | 2.2% | 31 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $799.0M | 2,115,059 | 2.1% | 10 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $775.1M | 13,603,761 | 2.1% | 28 |
| REALTY INCOME CORP | [O](https://holderbook.com/stocks/O/) | $721.2M | 11,640,278 | 1.9% | 10 |
| DOORDASH INC | [DASH](https://holderbook.com/stocks/DASH/) | $717.2M | 3,886,505 | 1.9% | 7 |
| DANAHER CORP DEL | [DHR](https://holderbook.com/stocks/DHR/) | $699.9M | 3,674,207 | 1.9% | 31 |
| FERGUSON ENTERPRISES INC | [FERG](https://holderbook.com/stocks/FERG/) | $672.5M | 2,833,425 | 1.8% | 8 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $651.7M | 1,847,853 | 1.7% | 4 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $630.3M | 525,464 | 1.7% | 15 |
| SYNOPSYS INC | [SNPS](https://holderbook.com/stocks/SNPS/) | $628.5M | 1,408,900 | 1.7% | 8 |
| STRYKER CORPORATION | [SYK](https://holderbook.com/stocks/SYK/) | $605.9M | 1,924,514 | 1.6% | 8 |
| S&P GLOBAL INC | [SPGI](https://holderbook.com/stocks/SPGI/) | $598.0M | 1,468,231 | 1.6% | 22 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $584.7M | 625,050 | 1.6% | 29 |
| AUTOZONE INC | [AZO](https://holderbook.com/stocks/AZO/) | $579.8M | 181,409 | 1.5% | 14 |
| INTERCONTINENTAL EXCHANGE IN | [ICE](https://holderbook.com/stocks/ICE/) | $573.2M | 4,656,371 | 1.5% | 18 |
| HUBBELL INC | [HUBB](https://holderbook.com/stocks/HUBB/) | $561.2M | 1,072,570 | 1.5% | 6 |
| VULCAN MATLS CO | [VMC](https://holderbook.com/stocks/VMC/) | $558.5M | 1,893,294 | 1.5% | 5 |
| MARRIOTT INTL INC NEW | [MAR](https://holderbook.com/stocks/MAR/) | $543.6M | 1,466,946 | 1.5% | 12 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $530.9M | 451,884 | 1.4% | 6 |
| OLD DOMINION FREIGHT LINE IN | [ODFL](https://holderbook.com/stocks/ODFL/) | $462.7M | 2,136,186 | 1.2% | 31 |
| SHERWIN WILLIAMS CO | [SHW](https://holderbook.com/stocks/SHW/) | $404.0M | 1,173,201 | 1.1% | 18 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $359.0M | 2,448,341 | 1.0% | 31 |
| MARSH & MCLENNAN COS INC | [MRSH](https://holderbook.com/stocks/MRSH/) | $341.3M | 2,047,623 | 0.9% | 17 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $304.1M | 2,075,391 | 0.8% | 16 |
| BANK OF NY MELLON CORP | [BNY](https://holderbook.com/stocks/BNY/) | $301.9M | 2,087,849 | 0.8% | 22 |
| BROOKFIELD RENEWABLE CORP | [BEPC](https://holderbook.com/stocks/BEPC/) | $186.7M | 5,028,808 | 0.5% | 7 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $184.2M | 562,698 | 0.5% | 6 |
| CBRE GROUP INC | [CBRE](https://holderbook.com/stocks/CBRE/) | $175.8M | 1,304,961 | 0.5% | 11 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $171.8M | 359,694 | 0.5% | 15 |
| CMS ENERGY CORP | [CMS](https://holderbook.com/stocks/CMS/) | $169.8M | 2,219,735 | 0.5% | 3 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $153.2M | 132,681 | 0.4% | 31 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $149.9M | 1,844,913 | 0.4% | 1 |
| CUMMINS INC | [CMI](https://holderbook.com/stocks/CMI/) | $148.8M | 208,573 | 0.4% | 31 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $137.1M | 3,237,229 | 0.4% | 27 |
| SYSCO CORP | [SYY](https://holderbook.com/stocks/SYY/) | $135.0M | 1,614,798 | 0.4% | 20 |
| WESTERN DIGITAL CORP | [WDC](https://holderbook.com/stocks/WDC/) | $126.8M | 198,472 | 0.3% | 26 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $124.7M | 893,410 | 0.3% | 13 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $122.4M | 449,875 | 0.3% | 19 |
| ASTRAZENECA PLC | [AZN](https://holderbook.com/stocks/AZN/) | $119.3M | 629,158 | 0.3% | 2 |
| SCHWAB CHARLES CORP | [SCHW](https://holderbook.com/stocks/SCHW/) | $116.1M | 1,258,426 | 0.3% | 31 |
| CITIGROUP INC | [C](https://holderbook.com/stocks/C/) | $114.9M | 820,903 | 0.3% | 15 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $107.0M | 311,736 | 0.3% | 15 |
| PROGRESSIVE CORP | [PGR](https://holderbook.com/stocks/PGR/) | $104.1M | 476,316 | 0.3% | 29 |
| THE CIGNA GROUP | [CI](https://holderbook.com/stocks/CI/) | $99.3M | 360,366 | 0.3% | 12 |
| US FOODS HLDG CORP | [USFD](https://holderbook.com/stocks/USFD/) | $97.4M | 952,964 | 0.3% | 6 |
| WILLIS TOWERS WATSON PLC LTD | [WTW](https://holderbook.com/stocks/WTW/) | $92.8M | 355,179 | 0.2% | 5 |
| EDWARDS LIFESCIENCES CORP | [EW](https://holderbook.com/stocks/EW/) | $91.9M | 1,015,630 | 0.2% | 4 |
| FEDEX CORP | [FDX](https://holderbook.com/stocks/FDX/) | $89.7M | 286,515 | 0.2% | 31 |
| NXP SEMICONDUCTORS N V | [NXPI](https://holderbook.com/stocks/NXPI/) | $89.4M | 318,004 | 0.2% | 4 |
| WILLIAMS COS INC | [WMB](https://holderbook.com/stocks/WMB/) | $87.1M | 1,172,235 | 0.2% | 1 |
| XYLEM INC | [XYL](https://holderbook.com/stocks/XYL/) | $81.6M | 690,226 | 0.2% | 16 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $81.5M | 196,098 | 0.2% | 15 |
| AGILENT TECHNOLOGIES INC | [A](https://holderbook.com/stocks/A/) | $80.6M | 607,098 | 0.2% | 28 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $80.4M | 185,517 | 0.2% | 7 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $79.8M | 704,428 | 0.2% | 5 |
| STANDARDAERO INC | [SARO](https://holderbook.com/stocks/SARO/) | $79.0M | 2,641,574 | 0.2% | 5 |
| CME GROUP INC | [CME](https://holderbook.com/stocks/CME/) | $76.3M | 345,432 | 0.2% | 29 |
| HILTON WORLDWIDE HLDGS INC | [HLT](https://holderbook.com/stocks/HLT/) | $75.0M | 227,091 | 0.2% | 24 |
| REPUBLIC SVCS INC | [RSG](https://holderbook.com/stocks/RSG/) | $74.4M | 349,154 | 0.2% | 29 |
| GUIDEWIRE SOFTWARE INC | [GWRE](https://holderbook.com/stocks/GWRE/) | $73.2M | 594,883 | 0.2% | 28 |
| DICKS SPORTING GOODS INC | [DKS](https://holderbook.com/stocks/DKS/) | $71.7M | 316,149 | 0.2% | 2 |
| CBOE GLOBAL MKTS INC | [CBOE](https://holderbook.com/stocks/CBOE/) | $70.8M | 291,825 | 0.2% | 23 |
| TRUIST FINL CORP | [TFC](https://holderbook.com/stocks/TFC/) | $60.5M | 1,214,009 | 0.2% | 11 |
| CNH INDL N V | [CNH](https://holderbook.com/stocks/CNH/) | $59.6M | 5,309,551 | 0.2% | 5 |
| REGENERON PHARMACEUTICALS | [REGN](https://holderbook.com/stocks/REGN/) | $59.5M | 95,378 | 0.2% | 5 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $59.0M | 650,628 | 0.2% | 4 |
| ALLSTATE CORP | [ALL](https://holderbook.com/stocks/ALL/) | $55.4M | 232,727 | 0.1% | 10 |
| BERKLEY W R CORP | [WRB](https://holderbook.com/stocks/WRB/) | $55.0M | 779,771 | 0.1% | 10 |
| D R HORTON INC | [DHI](https://holderbook.com/stocks/DHI/) | $53.7M | 329,388 | 0.1% | 18 |
| MEDLINE INC | [MDLN](https://holderbook.com/stocks/MDLN/) | $53.6M | 1,357,889 | 0.1% | 2 |
| OREILLY AUTOMOTIVE INC | [ORLY](https://holderbook.com/stocks/ORLY/) | $53.0M | 575,543 | 0.1% | 26 |
| NICE LTD | [NICE](https://holderbook.com/stocks/NICE/) | $51.5M | 567,137 | 0.1% | 10 |
| SNOWFLAKE INC | [SNOW](https://holderbook.com/stocks/SNOW/) | $50.7M | 199,036 | 0.1% | 1 |
| INGERSOLL RAND INC | [IR](https://holderbook.com/stocks/IR/) | $50.2M | 611,858 | 0.1% | 3 |
| BOSTON SCIENTIFIC CORP | [BSX](https://holderbook.com/stocks/BSX/) | $50.1M | 1,174,799 | 0.1% | 15 |
| ROYAL CARIBBEAN GROUP | [RCL](https://holderbook.com/stocks/RCL/) | $49.0M | 154,455 | 0.1% | 5 |
| ROBINHOOD MKTS INC | [HOOD](https://holderbook.com/stocks/HOOD/) | $45.5M | 454,095 | 0.1% | 6 |
| CHIPOTLE MEXICAN GRILL INC | [CMG](https://holderbook.com/stocks/CMG/) | $43.7M | 1,286,063 | 0.1% | 8 |
| PENTAIR PLC | [PNR](https://holderbook.com/stocks/PNR/) | $40.6M | 529,474 | 0.1% | 19 |
| AUTODESK INC | [ADSK](https://holderbook.com/stocks/ADSK/) | $40.0M | 205,626 | 0.1% | 31 |
| TERADYNE INC | [TER](https://holderbook.com/stocks/TER/) | $37.9M | 78,406 | 0.1% | 19 |
| DATADOG INC | [DDOG](https://holderbook.com/stocks/DDOG/) | $33.9M | 130,227 | 0.1% | 11 |
| ROCKWELL AUTOMATION INC | [ROK](https://holderbook.com/stocks/ROK/) | $30.2M | 60,945 | 0.1% | 7 |
| INSULET CORP | [PODD](https://holderbook.com/stocks/PODD/) | $27.1M | 177,819 | 0.1% | 4 |
| RENTOKIL INITIAL PLC | [RTO](https://holderbook.com/stocks/RTO/) | $25.8M | 901,334 | 0.1% | 2 |
| QUANTA SVCS INC | [PWR](https://holderbook.com/stocks/PWR/) | $25.3M | 35,103 | 0.1% | 3 |
| MONOLITHIC PWR SYS INC | [MPWR](https://holderbook.com/stocks/MPWR/) | $24.3M | 17,566 | 0.1% | 25 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +16.7% | +14.8% | +1.9% | 100% |
| Q1 2026 | -5.7% | -4.6% | -1.1% | 100% |
| Q4 2025 | +2.3% | +2.4% | -0.1% | 100% |
| Q3 2025 | +3.8% | +7.8% | -4.1% | 100% |
| Q2 2025 | +9.8% | +10.5% | -0.7% | 100% |
| Q1 2025 | -2.7% | -4.6% | +1.8% | 100% |
| Q4 2024 | -0.3% | +2.1% | -2.5% | 100% |
| Q3 2024 | +6.2% | +5.4% | +0.8% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $37.4B | 135 |
| Q1 2026 | $34.1B | 135 |
| Q4 2025 | $38.6B | 138 |
| Q3 2025 | $43.3B | 147 |
| Q2 2025 | $43.4B | 148 |
| Q1 2025 | $41.6B | 135 |
| Q4 2024 | $45.0B | 126 |
| Q3 2024 | $47.1B | 126 |
| Q2 2024 | $45.9B | 129 |
| Q1 2024 | $46.8B | 136 |
| Q4 2023 | $45.0B | 130 |
| Q3 2023 | $40.9B | 139 |