Parnassus Investments, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 29, 2026), Parnassus Investments, LLC reported 135 stock positions worth $37.4 billion. Its top holding was Alphabet Class A (GOOGL) at 5.2% of the portfolio, followed by Applied Materials (AMAT, 4.9%) and Microsoft (MSFT, 4.7%). Compared with Q1 2026, it opened 10 new positions, sold out of 11, added to 45 and reduced 80. The biggest buy was DoorDash Class A (DASH, shares +3884%) and the biggest sale Boston Scientific (BSX, shares −85%).
- Most Recent 13F
- Q2 2026
- Location
- San Francisco, CA
- CIK
- 0000948669
- Portfolio Value
- $37.4B (Q2 2026)
- SEC Filing
- 0001172661-26-002908 ↗ filed Jul 29, 2026
Holdings Value
Holdings 135 stocks · $37.4B
| GOOGL Alphabet Inc. Class A | 5.24% | 5,491,465 | $2.0B | Reduce -14.8% |
| AMAT Applied Materials Inc. | 4.89% | 2,531,747 | $1.8B | Reduce -15.1% |
| MSFT Microsoft Corp. | 4.67% | 4,685,346 | $1.7B | Add +11.8% |
| NVDA Nvidia Corp. | 4.52% | 8,453,777 | $1.7B | Reduce -10.4% |
| AMZN Amazon.com Inc. | 4.39% | 6,903,653 | $1.6B | Reduce -6.3% |
| AMD Advanced Micro Devices | 3.61% | 2,329,523 | $1.4B | Reduce -13.8% |
| KLAC KLA Corp. | 3.55% | 4,403,071 | $1.3B | Reduce -18.2% |
| AAPL Apple Inc. | 3.34% | 4,318,250 | $1.2B | Reduce -7.6% |
| WM Waste Management Inc. | 2.85% | 4,792,005 | $1.1B | Reduce -3.8% |
| DE Deere & Co. | 2.78% | 1,640,128 | $1.0B | Reduce -13.2% |
| LIN Linde PLC | 2.20% | 1,586,298 | $823.2M | Reduce -6.7% |
| TMO Thermo Fisher Scientific Inc. | 2.20% | 1,639,589 | $822.0M | Add +9.0% |
| GWW WW Grainger Inc. | 2.19% | 602,775 | $820.0M | Reduce -7.4% |
| MA Mastercard Inc. Class A | 2.17% | 1,580,278 | $811.6M | Reduce -6.8% |
| AVGO Broadcom Inc. | 2.13% | 2,115,059 | $799.0M | Reduce -7.3% |
| BAC Bank of America Corp. | 2.07% | 13,603,761 | $775.1M | Reduce -8.1% |
| O Realty Income Corp. | 1.93% | 11,640,278 | $721.2M | Reduce -17.7% |
| DASH DoorDash Inc. Class A | 1.92% | 3,886,505 | $717.2M | Add +3884.5% |
| DHR Danaher Corp. | 1.87% | 3,674,207 | $699.9M | Reduce -7.6% |
| FERG Ferguson Enterprises Inc. | 1.80% | 2,833,425 | $672.5M | Add +8.6% |
| HD Home Depot Inc. | 1.74% | 1,847,853 | $651.7M | Reduce -5.9% |
| LLY Eli Lilly & Co. | 1.68% | 525,464 | $630.3M | Reduce -43.8% |
| SNPS Synopsys Inc. | 1.68% | 1,408,900 | $628.5M | Reduce -3.5% |
| SYK Stryker Corp. | 1.62% | 1,924,514 | $605.9M | Reduce -5.5% |
| SPGI S&P Global Inc. | 1.60% | 1,468,231 | $598.0M | Reduce -10.9% |
| COST Costco Wholesale Corp. | 1.56% | 625,050 | $584.7M | Reduce -7.5% |
| AZO AutoZone Inc. | 1.55% | 181,409 | $579.8M | Reduce -7.3% |
| ICE Intercontinental Exchange Inc. | 1.53% | 4,656,371 | $573.2M | Reduce -7.5% |
| HUBB Hubbell Inc. | 1.50% | 1,072,570 | $561.2M | Add +433.0% |
| VMC Vulcan Materials Co. | 1.49% | 1,893,294 | $558.5M | Add +9.4% |
| MAR Marriott International Class A | 1.45% | 1,466,946 | $543.6M | Reduce -7.6% |
| GEV GE Vernova Inc. | 1.42% | 451,884 | $530.9M | Add +8382.9% |
| ODFL Old Dominion Freight Line | 1.24% | 2,136,186 | $462.7M | Add +10.8% |
| SHW The Sherwin-Williams Co. | 1.08% | 1,173,201 | $404.0M | Add +10.3% |
| PG The Procter & Gamble Co. | 0.96% | 2,448,341 | $359.0M | Reduce -7.5% |
| MRSH Marsh & McLennan Cos | 0.91% | 2,047,623 | $341.3M | Reduce -7.4% |
| ORCL Oracle Corp. | 0.81% | 2,075,391 | $304.1M | Reduce -3.3% |
| BNY Bank of New York Mellon Corp. | 0.81% | 2,087,849 | $301.9M | Reduce -9.5% |
| BEPC Brookfield Renewable Corp. | 0.50% | 5,028,808 | $186.7M | Reduce -0.0% |
| JPM JPMorgan Chase & Co. | 0.49% | 562,698 | $184.2M | Reduce -2.1% |
| CBRE CBRE Group Inc. Class A | 0.47% | 1,304,961 | $175.8M | Reduce -6.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.46% | 359,694 | $171.8M | Reduce -7.0% |
| CMS CMS Energy Corp. | 0.45% | 2,219,735 | $169.8M | Add +13.7% |
| MU Micron Technology Inc. | 0.41% | 132,681 | $153.2M | Reduce -45.9% |
| KO The Coca-Cola Co. | 0.40% | 1,844,913 | $149.9M | New |
| CMI Cummins Inc. | 0.40% | 208,573 | $148.8M | Reduce -26.5% |
| VZ Verizon Communications Inc. | 0.37% | 3,237,229 | $137.1M | Add +1.7% |
| SYY Sysco Corp. | 0.36% | 1,614,798 | $135.0M | Add +2.0% |
| WDC Western Digital Corp. | 0.34% | 198,472 | $126.8M | Reduce -50.0% |
| INTC Intel Corp. | 0.33% | 893,410 | $124.7M | Reduce -29.7% |
| UNP Union Pacific Corp. | 0.33% | 449,875 | $122.4M | Reduce -2.0% |
| AZN Astrazeneca PLC | 0.32% | 629,158 | $119.3M | Reduce -2.0% |
| SCHW Schwab (charles) Corp. | 0.31% | 1,258,426 | $116.1M | Reduce -2.0% |
| C Citigroup Inc. | 0.31% | 820,903 | $114.9M | Reduce -17.0% |
| V Visa Inc. Class A | 0.29% | 311,736 | $107.0M | Reduce -2.1% |
| PGR Progressive Corp. | 0.28% | 476,316 | $104.1M | Add +1.7% |
| CI The Cigna Group | 0.27% | 360,366 | $99.3M | Add +4.2% |
| USFD US Foods Holding Corp. | 0.26% | 952,964 | $97.4M | Add +17.6% |
| WTW Willis Towers Watson PLC | 0.25% | 355,179 | $92.8M | Reduce -2.8% |
| EW Edwards Lifesciences Corp. | 0.25% | 1,015,630 | $91.9M | Add +2.1% |
| FDX FedEx Corp. | 0.24% | 286,515 | $89.7M | Reduce -2.2% |
| NXPI NXP Semiconductors NV | 0.24% | 318,004 | $89.4M | Reduce -3.1% |
| WMB Williams Cos Inc. | 0.23% | 1,172,235 | $87.1M | New |
| XYL Xylem Inc. | 0.22% | 690,226 | $81.6M | Add +29.0% |
| UNH Unitedhealth Group Inc. | 0.22% | 196,098 | $81.5M | Reduce -2.0% |
| A Agilent Technologies Inc. | 0.22% | 607,098 | $80.6M | Add +3.5% |
| LRCX Lam Research Corp. | 0.21% | 185,517 | $80.4M | Reduce -29.2% |
| WMT Walmart Inc. | 0.21% | 704,428 | $79.8M | Reduce -2.2% |
| SARO Standardaero Inc. | 0.21% | 2,641,574 | $79.0M | Add +0.6% |
| CME Cme Group Inc. | 0.20% | 345,432 | $76.3M | Reduce -2.2% |
| HLT Hilton Worldwide Holdings Inc. | 0.20% | 227,091 | $75.0M | Reduce -17.1% |
| RSG Republic Services Inc. | 0.20% | 349,154 | $74.4M | Add +17.2% |
| GWRE Guidewire Software Inc. | 0.20% | 594,883 | $73.2M | Add +303.7% |
| DKS Dick's Sporting Goods Inc. | 0.19% | 316,149 | $71.7M | Add +10.1% |
| CBOE Cboe Global Markets Inc. | 0.19% | 291,825 | $70.8M | Reduce -3.1% |
| TFC Truist Financial Corp. | 0.16% | 1,214,009 | $60.5M | Reduce -2.7% |
| CNH CNH Industrial NV | 0.16% | 5,309,551 | $59.6M | Add +85.3% |
| REGN Regeneron Pharmaceuticals | 0.16% | 95,378 | $59.5M | Reduce -2.2% |
| ABT Abbott Laboratories | 0.16% | 650,628 | $59.0M | Add +1.8% |
| ALL Allstate Corp. | 0.15% | 232,727 | $55.4M | Reduce -3.1% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.15% | 779,771 | $55.0M | Reduce -3.3% |
| DHI D.R. Horton Inc. | 0.14% | 329,388 | $53.7M | Reduce -3.4% |
| MDLN Medline Inc. Class A | 0.14% | 1,357,889 | $53.6M | Add +37.4% |
| ORLY O'reilly Automotive Inc. | 0.14% | 575,543 | $53.0M | Reduce -2.8% |
| NICE Nice Ltd. - Spon ADR | 0.14% | 567,137 | $51.5M | Add +4.2% |
| SNOW Snowflake Inc. | 0.14% | 199,036 | $50.7M | New |
| IR Ingersoll-Rand Inc. | 0.13% | 611,858 | $50.2M | Reduce -3.1% |
| BSX Boston Scientific Corp. | 0.13% | 1,174,799 | $50.1M | Reduce -85.3% |
| RCL Royal Caribbean Cruises Ltd. | 0.13% | 154,455 | $49.0M | Reduce -39.3% |
| HOOD Robinhood Markets Inc. Class A | 0.12% | 454,095 | $45.5M | Add +159.0% |
| CMG Chipotle Mexican Grill Inc. | 0.12% | 1,286,063 | $43.7M | Reduce -29.7% |
| PNR Pentair PLC | 0.11% | 529,474 | $40.6M | Reduce -3.3% |
| ADSK Autodesk Inc. | 0.11% | 205,626 | $40.0M | Reduce -2.4% |
| TER Teradyne Inc. | 0.10% | 78,406 | $37.9M | Reduce -3.7% |
| DDOG Datadog Inc. Class A | 0.09% | 130,227 | $33.9M | Reduce -2.5% |
| ROK Rockwell Automation Inc. | 0.08% | 60,945 | $30.2M | Reduce -3.3% |
| PODD Insulet Corp. | 0.07% | 177,819 | $27.1M | Add +5.2% |
| RTO Rentokil Initial PLC-SP ADR | 0.07% | 901,334 | $25.8M | Add +8426.5% |
| PWR Quanta Services Inc. | 0.07% | 35,103 | $25.3M | Reduce -23.5% |
| MPWR Monolithic Power Systems Inc. | 0.06% | 17,566 | $24.3M | Reduce -3.3% |
Portfolio Sells Q1 2026 → Q2 2026
| BSX Boston Scientific Corp. | Reduce -85.3% | 0.13% | −1.34 |
| CRM Salesforce Inc. | Sold out | 0.00% | −1.07 |
| VRSK Verisk Analytics Inc. | Sold out | 0.00% | −0.98 |
| LLY Eli Lilly & Co. | Reduce -43.8% | 1.68% | −0.84 |
| ICE Intercontinental Exchange Inc. | Reduce -7.5% | 1.53% | −0.79 |
| O Realty Income Corp. | Reduce -17.7% | 1.93% | −0.61 |
| WM Waste Management Inc. | Reduce -3.8% | 2.85% | −0.50 |
| SPGI S&P Global Inc. | Reduce -10.9% | 1.60% | −0.46 |
| COST Costco Wholesale Corp. | Reduce -7.5% | 1.56% | −0.41 |
| AZO AutoZone Inc. | Reduce -7.3% | 1.55% | −0.39 |
| SYK Stryker Corp. | Reduce -5.5% | 1.62% | −0.34 |
| DHR Danaher Corp. | Reduce -7.6% | 1.87% | −0.34 |
| DE Deere & Co. | Reduce -13.2% | 2.78% | −0.34 |
| MA Mastercard Inc. Class A | Reduce -6.8% | 2.17% | −0.31 |
| NVDA Nvidia Corp. | Reduce -10.4% | 4.52% | −0.30 |
| LIN Linde PLC | Reduce -6.7% | 2.20% | −0.27 |
| MRSH Marsh & McLennan Cos | Reduce -7.4% | 0.91% | −0.21 |
| BIO Bio-Rad Laboratories-A | Sold out | 0.00% | −0.21 |
| GOOGL Alphabet Inc. Class A | Reduce -14.8% | 5.24% | −0.19 |
| BILL Bill Holdings Inc. | Sold out | 0.00% | −0.19 |
| TRU Transunion | Sold out | 0.00% | −0.18 |
| PG The Procter & Gamble Co. | Reduce -7.5% | 0.96% | −0.16 |
| HD Home Depot Inc. | Reduce -5.9% | 1.74% | −0.15 |
| AAPL Apple Inc. | Reduce -7.6% | 3.34% | −0.14 |
| BR Broadridge Financial Solutio | Sold out | 0.00% | −0.12 |
| ORCL Oracle Corp. | Reduce -3.3% | 0.81% | −0.11 |
| CME Cme Group Inc. | Reduce -2.2% | 0.20% | −0.10 |
| AMZN Amazon.com Inc. | Reduce -6.3% | 4.39% | −0.10 |
| SNDK Sandisk Corp. | Reduce -89.3% | 0.05% | −0.10 |
| BEPC Brookfield Renewable Corp. | Reduce -0.0% | 0.50% | −0.09 |
| CBRE CBRE Group Inc. Class A | Reduce -6.9% | 0.47% | −0.09 |
| RCL Royal Caribbean Cruises Ltd. | Reduce -39.3% | 0.13% | −0.07 |
| MAR Marriott International Class A | Reduce -7.6% | 1.45% | −0.07 |
| FDX FedEx Corp. | Reduce -2.2% | 0.24% | −0.07 |
| WTW Willis Towers Watson PLC | Reduce -2.8% | 0.25% | −0.06 |
| REGN Regeneron Pharmaceuticals | Reduce -2.2% | 0.16% | −0.06 |
| CBOE Cboe Global Markets Inc. | Reduce -3.1% | 0.19% | −0.06 |
| CMG Chipotle Mexican Grill Inc. | Reduce -29.7% | 0.12% | −0.05 |
| AZN Astrazeneca PLC | Reduce -2.0% | 0.32% | −0.05 |
| MTD Mettler-Toledo International | Sold out | 0.00% | −0.05 |
| CMI Cummins Inc. | Reduce -26.5% | 0.40% | −0.05 |
| WMT Walmart Inc. | Reduce -2.2% | 0.21% | −0.05 |
| ALNY Alnylam Pharmaceuticals Inc. | Sold out | 0.00% | −0.05 |
| PCOR Procore Technologies Inc. | Sold out | 0.00% | −0.05 |
| BAC Bank of America Corp. | Reduce -8.1% | 2.07% | −0.04 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -17.1% | 0.20% | −0.04 |
| SCHW Schwab (charles) Corp. | Reduce -2.0% | 0.31% | −0.04 |
| ADSK Autodesk Inc. | Reduce -2.4% | 0.11% | −0.04 |
| INSM Insmed Inc. | Sold out | 0.00% | −0.03 |
| PNR Pentair PLC | Reduce -3.3% | 0.11% | −0.03 |
Portfolio Buys Q1 2026 → Q2 2026
| DASH DoorDash Inc. Class A | Add +3884.5% | 1.92% | +1.87 |
| GEV GE Vernova Inc. | Add +8382.9% | 1.42% | +1.40 |
| HUBB Hubbell Inc. | Add +433.0% | 1.50% | +1.21 |
| KO The Coca-Cola Co. | New | 0.40% | +0.40 |
| WMB Williams Cos Inc. | New | 0.23% | +0.23 |
| SNOW Snowflake Inc. | New | 0.14% | +0.14 |
| ODFL Old Dominion Freight Line | Add +10.8% | 1.24% | +0.13 |
| GWRE Guidewire Software Inc. | Add +303.7% | 0.20% | +0.13 |
| MSFT Microsoft Corp. | Add +11.8% | 4.67% | +0.12 |
| VMC Vulcan Materials Co. | Add +9.4% | 1.49% | +0.11 |
| HOOD Robinhood Markets Inc. Class A | Add +159.0% | 0.12% | +0.09 |
| SHW The Sherwin-Williams Co. | Add +10.3% | 1.08% | +0.08 |
| RTO Rentokil Initial PLC-SP ADR | Add +8426.5% | 0.07% | +0.07 |
| CNH CNH Industrial NV | Add +85.3% | 0.16% | +0.07 |
| FIX Comfort Systems USA Inc. | New | 0.06% | +0.06 |
| VIK Viking Holdings Ltd. | Add +982.5% | 0.06% | +0.06 |
| RVMD Revolution Medicines Inc. | New | 0.05% | +0.05 |
| LITE Lumentum Holdings Inc. | New | 0.05% | +0.05 |
| ALAB Astera Labs Inc. | New | 0.05% | +0.05 |
| USFD US Foods Holding Corp. | Add +17.6% | 0.26% | +0.04 |
| ROIV Roivant Sciences Ltd. | New | 0.03% | +0.03 |
| TWST Twist Bioscience Corp. | New | 0.03% | +0.03 |
| XYL Xylem Inc. | Add +29.0% | 0.22% | +0.03 |
| SYY Sysco Corp. | Add +2.0% | 0.36% | +0.03 |
| TMO Thermo Fisher Scientific Inc. | Add +9.0% | 2.20% | +0.03 |
| DKS Dick's Sporting Goods Inc. | Add +10.1% | 0.19% | +0.02 |
| A Agilent Technologies Inc. | Add +3.5% | 0.22% | +0.02 |
| RKLB Rocket Lab Corp. | Add +29.0% | 0.04% | +0.02 |
| MDLN Medline Inc. Class A | Add +37.4% | 0.14% | +0.01 |
| FERG Ferguson Enterprises Inc. | Add +8.6% | 1.80% | +0.01 |
| NTRA Natera Inc. | Add +3.8% | 0.06% | +0.01 |
| SARO Standardaero Inc. | Add +0.6% | 0.21% | +0.01 |
| EW Edwards Lifesciences Corp. | Add +2.1% | 0.25% | +0.01 |
| CMS CMS Energy Corp. | Add +13.7% | 0.45% | +0.01 |
| META Meta Platforms Inc. Class A | Add +149.1% | 0.01% | +0.01 |
| RSG Republic Services Inc. | Add +17.2% | 0.20% | +0.01 |
| RDDT Reddit Inc. Class A | Add +22.6% | 0.02% | +0.01 |
| PGR Progressive Corp. | Add +1.7% | 0.28% | +0.01 |
| SGI Somnigroup International Inc. | Add +8.8% | 0.04% | +0.00 |
| ING ING Groep N.V.-Sponsored ADR | New | 0.00% | +0.00 |
| APPF Appfolio Inc. Class A | Add +7.7% | 0.00% | 0.00 |
| CCEP Coca-Cola Europacific Partne | Add +0.8% | 0.00% | 0.00 |
| CB Chubb Ltd. | Add +0.7% | 0.00% | 0.00 |
| NVS Novartis AG-Sponsored ADR | Add +0.8% | 0.00% | −0.00 |
| CRH CRH PLC | Add +0.8% | 0.00% | −0.00 |
| ARES Ares Management Corp. Class A | Add +0.3% | 0.00% | −0.00 |
| SHOP Shopify Inc. Class A | Add +4.1% | 0.00% | −0.00 |
| ISRG Intuitive Surgical Inc. | Add +4.0% | 0.01% | −0.00 |
| WCN Waste Connections Inc. | Add +4.8% | 0.06% | −0.00 |
| FDXF FedEx Freight Holding Co. | Add +6.0% | 0.06% | −0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 135 | $37.4B | GOOGL, AMAT, MSFT, NVDA, AMZN |
| Q1 2026 | 135 | $34.1B | GOOGL, NVDA, MSFT, AMZN, AAPL |
| Q4 2025 | 138 | $38.6B | MSFT, GOOGL, AMZN, NVDA, AAPL |
| Q3 2025 | 147 | $43.3B | MSFT, NVDA, GOOGL, AMZN, DE |
| Q2 2025 | 148 | $43.4B | MSFT, NVDA, AMZN, GOOGL, DE |
| Q1 2025 | 135 | $41.6B | MSFT, AMZN, NVDA, DE, GOOGL |
| Q4 2024 | 126 | $45.0B | MSFT, AMZN, NVDA, GOOGL, DE |
| Q3 2024 | 126 | $47.1B | MSFT, NVDA, AMZN, GOOGL, O |
| Q2 2024 | 129 | $45.9B | MSFT, GOOGL, NVDA, AAPL, CRM |
| Q1 2024 | 135 | $46.8B | MSFT, GOOGL, NVDA, CRM, BAC |