Parnassus Investments, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$34.15B
Q ending 2026-03-31
Prior quarter
$38.56B
Q ending 2025-12-31
Change
-11.4% QoQ · -18.0% YoY
Positions
135
reported holdings
Largest positions
Top 100 of 135 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Alphabet Inc | GOOGL | Shares | $1.85B | 6.4M |
| Nvidia Corporation | NVDA | Shares | $1.65B | 9.4M |
| Microsoft Corp | MSFT | Shares | $1.55B | 4.2M |
| Amazon Com Inc | AMZN | Shares | $1.53B | 7.4M |
| Apple Inc | AAPL | Shares | $1.19B | 4.7M |
| Waste Mgmt Inc Del | WM | Shares | $1.14B | 5.0M |
| Deere & Co | DE | Shares | $1.06B | 1.9M |
| Applied Matls Inc | AMAT | Shares | $1.02B | 3.0M |
| Realty Income Corp | O | Shares | $865.2M | 14.1M |
| Eli Lilly & Co | LLY | Shares | $860.4M | 935K |
| Mastercard Incorporated | MA | Shares | $846.9M | 1.7M |
| Linde Plc | Shares | $842.5M | 1.7M | |
| Kla Corp | KLAC | Shares | $792.7M | 538K |
| Intercontinental Exchange In | ICE | Shares | $791.4M | 5.0M |
| Danaher Corp Del | DHR | Shares | $753.6M | 4.0M |
| Thermo Fisher Scientific Inc | TMO | Shares | $739.6M | 1.5M |
| Bank America Corp | BAC | Shares | $721.9M | 14.8M |
| Ww Grainger Inc | GWW | Shares | $710.4M | 651K |
| Broadcom Inc | AVGO | Shares | $706.2M | 2.3M |
| S&P Global Inc | SPGI | Shares | $701.1M | 1.6M |
| Costco Wholesale Corporation | COST | Shares | $673.1M | 676K |
| Stryker Corporation | SYK | Shares | $669.5M | 2.0M |
| Autozone Inc | AZO | Shares | $660.9M | 196K |
| Home Depot Inc | HD | Shares | $645.7M | 2.0M |
| Ferguson Enterprises Inc | FERG | Shares | $608.6M | 2.6M |
| Synopsys Inc | SNPS | Shares | $579.0M | 1.5M |
| Advanced Micro Devices Inc | AMD | Shares | $550.1M | 2.7M |
| Marriott Intl Inc New | MAR | Shares | $519.4M | 1.6M |
| Boston Scientific Corp | BSX | Shares | $502.2M | 8.0M |
| Vulcan Matls Co | VMC | Shares | $471.3M | 1.7M |
| Marsh & Mclennan Cos Inc | MRSH | Shares | $383.4M | 2.2M |
| Procter & Gamble Co | PG | Shares | $382.3M | 2.6M |
| Old Dominion Freight Line In | ODFL | Shares | $376.9M | 1.9M |
| Salesforce Inc | CRM | Shares | $364.0M | 1.9M |
| Sherwin Williams Co | SHW | Shares | $340.9M | 1.1M |
| Verisk Analytics Inc | VRSK | Shares | $334.1M | 1.8M |
| Oracle Corp | ORCL | Shares | $315.8M | 2.1M |
| Bank New York Mellon Corp | BNY | Shares | $273.7M | 2.3M |
| Brookfield Renewable Corp | BEPC | Shares | $200.4M | 5.0M |
| Cbre Group Inc | CBRE | Shares | $189.9M | 1.4M |
| Jpmorgan Chase & Co | JPM | Shares | $169.1M | 575K |
| Verizon Communications Inc | VZ | Shares | $159.7M | 3.2M |
| Cummins Inc | CMI | Shares | $152.6M | 284K |
| Cms Energy Corp | CMS | Shares | $151.5M | 2.0M |
| Taiwan Semiconductor Manufac | TSM | Shares | $130.8M | 387K |
| Astrazeneca Plc | Shares | $126.6M | 642K | |
| Schwab Charles Corp | SCHW | Shares | $120.7M | 1.3M |
| Sysco Corp | SYY | Shares | $112.9M | 1.6M |
| Citigroup Inc | C | Shares | $112.2M | 989K |
| Union Pac Corp | UNP | Shares | $111.4M | 459K |
| Western Digital Corp | WDC | Shares | $107.3M | 397K |
| Willis Towers Watson Plc Ltd | Shares | $106.2M | 365K | |
| Fedex Corp | FDX | Shares | $104.4M | 293K |
| Cme Group Inc | CME | Shares | $104.3M | 353K |
| Hubbell Inc | HUBB | Shares | $98.7M | 201K |
| Visa Inc | V | Shares | $96.3M | 319K |
| Progressive Corp | PGR | Shares | $92.8M | 468K |
| The Cigna Group | CI | Shares | $92.3M | 346K |
| Walmart Inc | WMT | Shares | $89.5M | 720K |
| Cboe Global Mkts Inc | CBOE | Shares | $84.6M | 301K |
| Hilton Worldwide Hldgs Inc | HLT | Shares | $83.3M | 274K |
| Micron Technology Inc | MU | Shares | $82.9M | 245K |
| Edwards Lifesciences Corp | EW | Shares | $79.7M | 995K |
| Regeneron Pharmaceuticals | REGN | Shares | $75.3M | 97K |
| Us Foods Hldg Corp | USFD | Shares | $74.7M | 810K |
| Bio Rad Labs Inc | BIO | Shares | $70.9M | 254K |
| Royal Caribbean Group | Shares | $70.0M | 254K | |
| Standardaero Inc | SARO | Shares | $67.9M | 2.6M |
| Agilent Technologies Inc | A | Shares | $66.9M | 587K |
| Abbott Laboratories | ABT | Shares | $65.6M | 639K |
| Republic Svcs Inc | RSG | Shares | $65.2M | 298K |
| Nxp Semiconductors N V | Shares | $64.6M | 328K | |
| Xylem Inc | XYL | Shares | $63.9M | 535K |
| Bill Holdings Inc | BILL | Shares | $63.7M | 1.7M |
| Transunion | TRU | Shares | $61.6M | 891K |
| Nice Ltd | NICE | Shares | $60.0M | 544K |
| Chipotle Mexican Grill Inc | CMG | Shares | $58.5M | 1.8M |
| Truist Finl Corp | TFC | Shares | $57.4M | 1.2M |
| Dicks Sporting Goods Inc | DKS | Shares | $56.9M | 287K |
| Intel Corp | INTC | Shares | $56.1M | 1.3M |
| Lam Research Corp | LRCX | Shares | $56.0M | 262K |
| Oreilly Automotive Inc | ORLY | Shares | $54.6M | 592K |
| Unitedhealth Group Inc | UNH | Shares | $54.2M | 200K |
| Berkley W R Corp | WRB | Shares | $53.4M | 806K |
| Sandisk Corp | SNDK | Shares | $51.0M | 80K |
| Ingersoll Rand Inc | IR | Shares | $50.6M | 631K |
| Autodesk Inc | ADSK | Shares | $50.4M | 211K |
| Allstate Corp | ALL | Shares | $49.8M | 240K |
| Pentair Plc | Shares | $47.7M | 547K | |
| D R Horton Inc | DHI | Shares | $46.8M | 341K |
| Medline Inc | MDLN | Shares | $44.0M | 988K |
| Broadridge Finl Solutions In | BR | Shares | $42.1M | 259K |
| Insulet Corp | PODD | Shares | $35.5M | 169K |
| Cnh Indl N V | Shares | $31.5M | 2.9M | |
| Cloudflare Inc | NET | Shares | $26.2M | 127K |
| Quanta Svcs Inc | PWR | Shares | $25.2M | 46K |
| Teradyne Inc | TER | Shares | $24.1M | 81K |
| Rockwell Automation Inc | ROK | Shares | $22.6M | 63K |
| Guidewire Software Inc | GWRE | Shares | $22.0M | 147K |
| Waste Connections Inc | WCN | Shares | $20.4M | 126K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.