Parnassus Investments, LLC

13F filer · CIK 0000948669

Reported Jul 29, 2026

13F portfolio value$37.4BU.S. long equity reported on 13F

Positions135Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight39.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 29, 2026135 positions
GOOGLAlphabet Inc.	$1.96B	5.24%	0.04%	-14.8%	Q3 2015
AMATApplied Materials Inc	$1.83B	4.89%	0.32%	-15.1%	Q2 2013
MSFTMicrosoft Corp	$1.75B	4.67%	0.06%	+11.8%	Q2 2013
NVDANvidia Corp	$1.69B	4.52%	0.03%	-10.4%	Q4 2018
AMZNAmazon Com Inc	$1.65B	4.39%	0.06%	-6.3%	Q1 2020
AMDAdvanced Micro Devices Inc	$1.35B	3.61%	0.14%	-13.9%	Q4 2022
KLACKla Corp	$1.33B	3.55%	0.34%	-18.2%	Q3 2016
AAPLApple Inc.	$1.25B	3.34%	0.03%	-7.6%	Q2 2013
WMWaste Management Inc	$1.07B	2.85%	1.20%	-3.8%	Q2 2013
DEDeere & Co	$1.04B	2.78%	0.61%	-13.2%	Q3 2013
LINLinde PLC	$823M	2.20%	0.34%	-6.7%	Q4 2018
TMOThermo Fisher Scientific Inc.	$822M	2.20%	0.44%	+9.0%	Q1 2022
GWWW.W. Grainger, Inc.	$820M	2.19%	1.28%	-7.4%	Q3 2014
MAMastercard Inc	$812M	2.17%	0.13%	-6.8%	Q2 2013
AVGOBroadcom Inc.	$799M	2.13%	0.04%	-7.3%	Q1 2024
BACBank of America Corp	$775M	2.07%	0.19%	-8.1%	Q3 2019
ORealty Income Corp	$721M	1.93%	1.23%	-17.7%	Q1 2024
DASHDoorDash, Inc.	$717M	1.92%	Not reported	+3884.5%	Q4 2024
DHRDanaher Corp	$700M	1.87%	0.52%	-7.6%	Q2 2015
FERGFerguson Enterprises Inc.	$672M	1.80%	1.46%	+8.6%	Q3 2023
HDHome Depot, Inc.	$652M	1.74%	0.19%	-5.9%	Q1 2022
LLYELI LILLY & Co	$630M	1.68%	0.06%	-43.8%	Q4 2022
SNPSSynopsys Inc	$628M	1.68%	0.74%	-3.5%	Q2 2013
SYKStryker Corp	$606M	1.62%	0.50%	-5.6%	Q3 2024
SPGIS&P Global Inc.	$598M	1.60%	0.50%	-10.9%	Q1 2021
COSTCostco Wholesale Corp	$585M	1.56%	0.14%	-7.5%	Q3 2017
AZOAutozone Inc	$580M	1.55%	1.11%	-7.3%	Q1 2023
ICEIntercontinental Exchange, Inc.	$573M	1.53%	0.83%	-7.5%	Q1 2022
HUBBHubbell Inc	$561M	1.50%	2.03%	+433.0%	Q1 2025
VMCVulcan Materials CO	$559M	1.49%	1.46%	+9.4%	Q2 2025
MARMarriott International Inc	$544M	1.45%	0.56%	-7.6%	Q3 2023
GEVGE Vernova Inc.	$531M	1.42%	0.17%	+8382.9%	Q1 2025
ODFLOld Dominion Freight Line, Inc.	$463M	1.24%	1.03%	+10.8%	Q4 2018
SHWSherwin Williams Co	$404M	1.08%	0.48%	+10.3%	Q1 2022
PGPROCTER & GAMBLE Co	$359M	0.96%	0.11%	-7.5%	Q2 2013
MRSHMarsh & Mclennan Companies, Inc.	$341M	0.91%	0.43%	-7.4%	Q2 2022
ORCLOracle Corp	$304M	0.81%	0.07%	-3.3%	Q3 2022
BNYBank of New York Mellon Corp	$302M	0.81%	0.31%	-9.5%	Q1 2021
BEPCBrookfield Renewable Corp	$187M	0.50%	2.92%	0.0%	Q3 2023
JPMJPMorgan Chase & Co	$184M	0.49%	0.02%	-2.1%	Q1 2025
CBRECbre Group, Inc.	$176M	0.47%	0.45%	-6.9%	Q4 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$172M	0.46%	0.00%	-7.0%	Q4 2013
CMSCMS Energy Corp	$170M	0.45%	0.71%	+13.7%	Q4 2025
MUMicron Technology Inc	$153M	0.41%	0.01%	-45.9%	Q4 2015
KOCoca Cola Co	$150M	0.40%	0.04%	New	Q2 2026
CMICummins Inc	$149M	0.40%	0.15%	-26.5%	Q3 2015
VZVerizon Communications Inc	$137M	0.37%	0.08%	+1.7%	Q4 2019
SYYSysco Corp	$135M	0.36%	0.34%	+2.0%	Q2 2013
WDCWestern Digital Corp	$127M	0.34%	0.06%	-50.0%	Q1 2020
INTCIntel Corp	$125M	0.33%	0.02%	-29.7%	Q2 2013

Q1 2026Reported May 12, 2026135 positions
GOOGLAlphabet Inc.	$1.85B	5.43%	0.05%	-6.6%	Q3 2015
NVDANvidia Corp	$1.65B	4.82%	0.04%	-1.7%	Q4 2018
MSFTMicrosoft Corp	$1.55B	4.54%	0.06%	-7.0%	Q2 2013
AMZNAmazon Com Inc	$1.53B	4.49%	0.07%	-6.6%	Q1 2020
AAPLApple Inc.	$1.19B	3.47%	0.03%	-7.4%	Q2 2013
WMWaste Management Inc	$1.14B	3.35%	1.24%	-5.6%	Q2 2013
DEDeere & Co	$1.06B	3.12%	0.70%	-28.5%	Q3 2013
AMATApplied Materials Inc	$1.02B	2.99%	0.38%	-7.6%	Q2 2013
ORealty Income Corp	$865M	2.53%	1.52%	-6.4%	Q1 2024
LLYELI LILLY & Co	$860M	2.52%	0.10%	-7.4%	Q4 2022
MAMastercard Inc	$847M	2.48%	0.14%	-6.3%	Q2 2013
LINLinde PLC	$842M	2.47%	0.37%	-6.6%	Q4 2018
KLACKla Corp	$793M	2.32%	0.41%	-13.7%	Q3 2016
ICEIntercontinental Exchange, Inc.	$791M	2.32%	0.89%	-7.4%	Q1 2022
DHRDanaher Corp	$754M	2.21%	0.56%	-14.8%	Q2 2015
TMOThermo Fisher Scientific Inc.	$740M	2.17%	0.40%	-5.0%	Q1 2022
BACBank of America Corp	$722M	2.11%	0.21%	-10.1%	Q3 2019
GWWW.W. Grainger, Inc.	$710M	2.08%	1.37%	+1.7%	Q3 2014
AVGOBroadcom Inc.	$706M	2.07%	0.05%	-7.3%	Q1 2024
SPGIS&P Global Inc.	$701M	2.05%	0.56%	-5.8%	Q1 2021
COSTCostco Wholesale Corp	$673M	1.97%	0.15%	+2.0%	Q3 2017
SYKStryker Corp	$670M	1.96%	0.53%	+4.6%	Q3 2024
AZOAutozone Inc	$661M	1.94%	1.19%	-7.4%	Q1 2023
HDHome Depot, Inc.	$646M	1.89%	0.20%	-5.6%	Q1 2022
FERGFerguson Enterprises Inc.	$609M	1.78%	1.34%	+1.7%	Q3 2023
SNPSSynopsys Inc	$579M	1.70%	0.76%	+1.4%	Q2 2013
AMDAdvanced Micro Devices Inc	$550M	1.61%	0.17%	+9.8%	Q4 2022
MARMarriott International Inc	$519M	1.52%	0.60%	+1.7%	Q3 2023
BSXBoston Scientific Corp	$502M	1.47%	0.54%	+1.3%	Q1 2021
VMCVulcan Materials CO	$471M	1.38%	1.33%	+754.3%	Q2 2025
MRSHMarsh & Mclennan Companies, Inc.	$383M	1.12%	0.46%	+1.7%	Q2 2022
PGPROCTER & GAMBLE Co	$382M	1.12%	0.11%	+1.7%	Q2 2013
ODFLOld Dominion Freight Line, Inc.	$377M	1.10%	0.93%	+403.0%	Q4 2018
CRMSalesforce, Inc.	$364M	1.07%	0.21%	-24.2%	Q4 2022
SHWSherwin Williams Co	$341M	1.00%	0.43%	+1.8%	Q1 2022
VRSKVerisk Analytics, Inc.	$334M	0.98%	1.34%	-3.0%	Q2 2013
ORCLOracle Corp	$316M	0.92%	0.07%	+2.3%	Q3 2022
BNYBank of New York Mellon Corp	$274M	0.80%	0.34%	-2.2%	Q1 2021
BEPCBrookfield Renewable Corp	$200M	0.59%	2.92%	0.0%	Q3 2023
CBRECbre Group, Inc.	$190M	0.56%	0.48%	-17.2%	Q4 2023
JPMJPMorgan Chase & Co	$169M	0.50%	0.02%	+14.7%	Q1 2025
VZVerizon Communications Inc	$160M	0.47%	0.08%	+3.5%	Q4 2019
CMICummins Inc	$153M	0.45%	0.21%	+1.3%	Q3 2015
CMSCMS Energy Corp	$152M	0.44%	0.63%	+32.6%	Q4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$131M	0.38%	0.00%	+2.6%	Q4 2013
AZNAstrazeneca PLC	$127M	0.37%	Not reported	+3.8%	Q4 2022
SCHWSchwab Charles Corp	$121M	0.35%	0.07%	-0.9%	Q2 2013
SYYSysco Corp	$113M	0.33%	0.33%	-1.7%	Q2 2013
CCitigroup Inc	$112M	0.33%	0.06%	0.0%	Q4 2022
UNPUnion Pacific Corp	$111M	0.33%	0.08%	-1.6%	Q4 2021

Q4 2025Reported Feb 12, 2026138 positions
MSFTMicrosoft Corp	$2.18B	5.65%	0.06%	-3.9%	Q2 2013
GOOGLAlphabet Inc.	$2.16B	5.60%	0.06%	-24.5%	Q3 2015
AMZNAmazon Com Inc	$1.82B	4.72%	0.07%	-20.9%	Q1 2020
NVDANvidia Corp	$1.79B	4.64%	0.04%	-22.5%	Q4 2018
AAPLApple Inc.	$1.37B	3.56%	0.03%	+43.0%	Q2 2013
DEDeere & Co	$1.23B	3.19%	0.98%	-14.6%	Q3 2013
WMWaste Management Inc	$1.16B	3.01%	1.31%	-6.0%	Q2 2013
LLYELI LILLY & Co	$1.09B	2.82%	0.11%	+60.8%	Q4 2022
DHRDanaher Corp	$1.07B	2.77%	0.66%	-24.4%	Q2 2015
MAMastercard Inc	$1.03B	2.68%	0.15%	-14.8%	Q2 2013
TMOThermo Fisher Scientific Inc.	$917M	2.38%	0.42%	-24.4%	Q1 2022
SPGIS&P Global Inc.	$914M	2.37%	0.59%	-13.9%	Q1 2021
BACBank of America Corp	$906M	2.35%	0.23%	-14.4%	Q3 2019
ICEIntercontinental Exchange, Inc.	$880M	2.28%	0.96%	-16.3%	Q1 2022
AVGOBroadcom Inc.	$852M	2.21%	0.05%	-2.3%	Q1 2024
ORealty Income Corp	$852M	2.21%	1.62%	-16.4%	Q1 2024
AMATApplied Materials Inc	$829M	2.15%	0.41%	-14.2%	Q2 2013
LINLinde PLC	$775M	2.01%	0.39%	-13.3%	Q4 2018
KLACKla Corp	$758M	1.97%	0.47%	-13.4%	Q3 2016
BSXBoston Scientific Corp	$753M	1.95%	0.53%	+14.7%	Q1 2021
AZOAutozone Inc	$717M	1.86%	1.28%	-15.8%	Q1 2023
HDHome Depot, Inc.	$716M	1.86%	0.21%	+712.3%	Q1 2022
SYKStryker Corp	$685M	1.78%	0.51%	+23.2%	Q3 2024
CRMSalesforce, Inc.	$681M	1.77%	0.27%	-30.1%	Q4 2022
SNPSSynopsys Inc	$677M	1.76%	0.75%	-3.1%	Q2 2013
GWWW.W. Grainger, Inc.	$646M	1.68%	1.35%	-15.4%	Q3 2014
COSTCostco Wholesale Corp	$571M	1.48%	0.15%	+57.6%	Q3 2017
FERGFerguson Enterprises Inc.	$571M	1.48%	1.31%	-15.2%	Q3 2023
AMDAdvanced Micro Devices Inc	$528M	1.37%	0.15%	-15.7%	Q4 2022
BROBrown & Brown, Inc.	$495M	1.28%	1.85%	-9.2%	Q1 2025
MARMarriott International Inc	$484M	1.26%	0.59%	-15.8%	Q3 2023
WDAYWorkday, Inc.	$455M	1.18%	0.96%	-34.2%	Q3 2022
ORCLOracle Corp	$409M	1.06%	0.07%	-12.6%	Q3 2022
VRSKVerisk Analytics, Inc.	$406M	1.05%	1.31%	+21.6%	Q2 2013
MRSHMarsh & Mclennan Companies, Inc.	$403M	1.05%	0.45%	-16.0%	Q2 2022
PGPROCTER & GAMBLE Co	$373M	0.97%	0.11%	-17.8%	Q2 2013
NOWServiceNow, Inc.	$353M	0.92%	0.22%	-27.8%	Q1 2023
SHWSherwin Williams Co	$338M	0.88%	0.42%	-16.0%	Q1 2022
BNYBank of New York Mellon Corp	$274M	0.71%	0.34%	-5.8%	Q1 2021
CBRECbre Group, Inc.	$272M	0.71%	0.57%	-5.7%	Q4 2023
BEPCBrookfield Renewable Corp	$193M	0.50%	2.92%	-5.7%	Q3 2023
JPMJPMorgan Chase & Co	$161M	0.42%	0.02%	-4.3%	Q1 2025
CMICummins Inc	$143M	0.37%	0.20%	-3.9%	Q3 2015
SCHWSchwab Charles Corp	$130M	0.34%	0.07%	-4.3%	Q2 2013
VZVerizon Communications Inc	$125M	0.32%	0.07%	+1.1%	Q4 2019
SYYSysco Corp	$119M	0.31%	0.34%	+1.0%	Q2 2013
WTWWillis Towers Watson PLC	$117M	0.30%	0.37%	+1.5%	Q2 2025
CCitigroup Inc	$115M	0.30%	0.06%	-4.4%	Q4 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$115M	0.30%	0.00%	-3.9%	Q4 2013
AZNAstrazeneca PLC	$114M	0.30%	Not reported	-4.3%	Q4 2022

Q3 2025Reported Oct 24, 2025147 positions
MSFTMicrosoft Corp	$2.43B	5.62%	0.06%	-10.6%	Q2 2013
NVDANvidia Corp	$2.31B	5.34%	0.05%	-14.0%	Q4 2018
GOOGLAlphabet Inc.	$2.22B	5.14%	0.08%	-7.6%	Q3 2015
AMZNAmazon Com Inc	$2.19B	5.06%	0.09%	-3.7%	Q1 2020
DEDeere & Co	$1.41B	3.27%	1.14%	-1.2%	Q3 2013
WMWaste Management Inc	$1.24B	2.87%	1.39%	-1.7%	Q2 2013
DHRDanaher Corp	$1.22B	2.83%	0.87%	-2.3%	Q2 2015
MAMastercard Inc	$1.21B	2.79%	0.17%	-0.7%	Q2 2013
ORealty Income Corp	$1.1B	2.54%	1.96%	-1.7%	Q1 2024
ICEIntercontinental Exchange, Inc.	$1.09B	2.53%	1.14%	-2.0%	Q1 2022
AZOAutozone Inc	$1.08B	2.49%	1.50%	-0.5%	Q1 2023
TMOThermo Fisher Scientific Inc.	$1.02B	2.35%	0.56%	-3.3%	Q1 2022
LINLinde PLC	$996M	2.30%	0.45%	-2.1%	Q4 2018
BACBank of America Corp	$994M	2.30%	0.26%	-1.2%	Q3 2019
SPGIS&P Global Inc.	$989M	2.29%	0.67%	-0.2%	Q1 2021
AAPLApple Inc.	$899M	2.08%	0.02%	-2.1%	Q2 2013
CRMSalesforce, Inc.	$872M	2.01%	0.39%	+48.6%	Q4 2022
AVGOBroadcom Inc.	$831M	1.92%	0.05%	-44.5%	Q1 2024
KLACKla Corp	$777M	1.80%	0.55%	+10.0%	Q3 2016
WDAYWorkday, Inc.	$774M	1.79%	1.46%	+13.1%	Q3 2022
AMATApplied Materials Inc	$770M	1.78%	0.47%	+12.7%	Q2 2013
SNPSSynopsys Inc	$734M	1.70%	0.80%	+0.4%	Q2 2013
GWWW.W. Grainger, Inc.	$721M	1.67%	1.58%	Not reported	Q3 2014
FERGFerguson Enterprises Inc.	$680M	1.57%	1.54%	-3.7%	Q3 2023
ORCLOracle Corp	$675M	1.56%	0.08%	-13.8%	Q3 2022
BSXBoston Scientific Corp	$672M	1.55%	0.46%	+42978.9%	Q1 2021
VRTXVertex Pharmaceuticals Inc / Ma	$646M	1.49%	0.65%	-3.7%	Q2 2021
BROBrown & Brown, Inc.	$641M	1.48%	2.03%	-2.6%	Q1 2025
NOWServiceNow, Inc.	$587M	1.36%	0.31%	+0.2%	Q1 2023
SYKStryker Corp	$585M	1.35%	0.41%	-11.6%	Q3 2024
FISVFiserv Inc	$530M	1.22%	0.76%	-2.3%	Q2 2013
MRSHMarsh & Mclennan Companies, Inc.	$521M	1.20%	0.53%	-2.7%	Q2 2022
PGPROCTER & GAMBLE Co	$487M	1.13%	0.14%	-0.8%	Q2 2013
MARMarriott International Inc	$483M	1.12%	0.68%	-5.1%	Q3 2023
LLYELI LILLY & Co	$479M	1.11%	0.07%	-25.9%	Q4 2022
AMDAdvanced Micro Devices Inc	$473M	1.09%	0.18%	-26.8%	Q4 2022
EFXEquifax Inc	$450M	1.04%	1.43%	-1.5%	Q2 2013
SHWSherwin Williams Co	$430M	0.99%	0.50%	-2.1%	Q1 2022
BALLBALL Corp	$427M	0.99%	3.11%	-28.4%	Q3 2021
COSTCostco Wholesale Corp	$389M	0.90%	0.09%	-3.2%	Q3 2017
VRSKVerisk Analytics, Inc.	$375M	0.87%	1.07%	+31.8%	Q2 2013
CBRECbre Group, Inc.	$283M	0.65%	0.60%	+0.3%	Q4 2023
BNYBank of New York Mellon Corp	$273M	0.63%	0.36%	-1.7%	Q1 2021
BEPCBrookfield Renewable Corp	$184M	0.42%	3.10%	+1.4%	Q3 2023
JPMJPMorgan Chase & Co	$165M	0.38%	0.02%	+0.9%	Q1 2025
VZVerizon Communications Inc	$134M	0.31%	0.07%	+8.4%	Q4 2019
SYYSysco Corp	$131M	0.30%	0.33%	+2.0%	Q2 2013
SCHWSchwab Charles Corp	$129M	0.30%	0.07%	+3.7%	Q2 2013
CMICummins Inc	$123M	0.28%	0.21%	-14.8%	Q3 2015
WTWWillis Towers Watson PLC	$122M	0.28%	0.36%	+3.2%	Q2 2025

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