Parnassus Investments, LLC

Name: PARNASSUS INVESTMENTS, LLC 13F holdings, Q2 2026
Creator: PARNASSUS INVESTMENTS, LLC
Published: 2026-07-29

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

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%
FDXF FedEx Freight Holding Co.	0.06%	155,321	$23.5M	Add +6.0%
VIK Viking Holdings Ltd.	0.06%	218,984	$22.9M	Add +982.5%
NET Cloudflare Inc. Class A	0.06%	90,222	$22.1M	Reduce -28.9%
WCN Waste Connections Inc.	0.06%	131,896	$22.0M	Add +4.8%
FIX Comfort Systems USA Inc.	0.06%	11,091	$22.0M	New
NTRA Natera Inc.	0.06%	77,576	$21.1M	Add +3.8%
SNDK Sandisk Corp.	0.05%	8,611	$19.6M	Reduce -89.3%
TT Trane Technologies PLC	0.05%	38,220	$18.8M	Reduce -2.9%
RVMD Revolution Medicines Inc.	0.05%	99,988	$18.7M	New
LITE Lumentum Holdings Inc.	0.05%	21,431	$18.4M	New
ALAB Astera Labs Inc.	0.05%	37,690	$18.2M	New
CDNS Cadence Design SYS Inc.	0.05%	46,539	$17.5M	Reduce -2.8%
MELI MercadoLibre Inc.	0.04%	9,789	$16.6M	Reduce -2.6%
SGI Somnigroup International Inc.	0.04%	206,742	$16.2M	Add +8.8%
IDXX Idexx Laboratories Inc.	0.04%	29,386	$15.5M	Reduce -10.2%
RKLB Rocket Lab Corp.	0.04%	136,873	$13.9M	Add +29.0%
ROIV Roivant Sciences Ltd.	0.03%	367,212	$13.0M	New
BLDR Builders Firstsource Inc.	0.03%	144,903	$13.0M	Reduce -3.0%
TWST Twist Bioscience Corp.	0.03%	120,001	$12.3M	New
MSCI MSCI Inc.	0.03%	20,884	$11.7M	Reduce -12.6%
PTC PTC Inc.	0.03%	93,058	$10.6M	Reduce -13.9%
RDDT Reddit Inc. Class A	0.02%	44,308	$7.7M	Add +22.6%
META Meta Platforms Inc. Class A	0.01%	9,681	$5.5M	Add +149.1%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV	0.01%	1,169	$2.3M	Reduce -56.5%
ISRG Intuitive Surgical Inc.	0.01%	4,701	$1.9M	Add +4.0%
APPF Appfolio Inc. Class A	0.00%	11,526	$1.8M	Add +7.7%
NFLX Netflix Inc.	0.00%	24,236	$1.7M	Reduce -15.4%
SHOP Shopify Inc. Class A	0.00%	12,157	$1.4M	Add +4.1%
ARES Ares Management Corp. Class A	0.00%	7,450	$829K	Add +0.3%
CCEP Coca-Cola Europacific Partne	0.00%	3,466	$347K	Add +0.8%
CRH CRH PLC	0.00%	3,194	$342K	Add +0.8%
CB Chubb Ltd.	0.00%	983	$335K	Add +0.7%
NVS Novartis AG-Sponsored ADR	0.00%	2,016	$316K	Add +0.8%
ING ING Groep N.V.-Sponsored ADR	0.00%	9,945	$312K	New
RELX Relx PLC - Spon ADR	0.00%	6,791	$215K	Reduce -22.3%

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