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Compare Managers

Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.

Parnassus Investments, Llc ⇄ Robeco Institutional Asset Management B.V.

60Shared positions
13.7%Name overlap (Jaccard)
15+Only Parnassus…
15+Only Robeco…

Shared holdings · Q2 2026

SecurityParnassus… weightRobeco… weight
NVDA NVIDIA Corporation 4.5% 6.6%
GOOGL Alphabet Inc. 5.2% 4.1%
AAPL Apple Inc. 3.3% 5.2%
MSFT Microsoft Corporation 4.7% 3.4%
AMZN Amazon.com, Inc. 4.4% 2.8%
AMAT Applied Materials, Inc. 4.9% 1.7%
KLAC KLA Corporation 3.5% 1.0%
AMD Advanced Micro Devices… 3.6% 0.8%
AVGO Broadcom Inc. 2.1% 2.1%
WM Waste Management, Inc. 2.9% 0.0%
LLY Eli Lilly and Company 1.7% 1.1%
DE Deere & Company 2.8% 0.0%
MA Mastercard Incorporated 2.2% 0.6%
BAC Bank of America… 2.1% 0.5%
TMO Thermo Fisher Scientific… 2.2% 0.4%
GWW W.W. Grainger, Inc. 2.2% 0.1%
LIN Linde plc 2.2% 0.0%
GEV GE Vernova Inc. 1.4% 0.6%
DHR Danaher Corporation 1.9% 0.1%
COST Costco Wholesale… 1.6% 0.4%
DASH DoorDash, Inc. 1.9% 0.0%
SNPS Synopsys, Inc. 1.7% 0.3%
O Realty Income Corporation 1.9% 0.0%
MU Micron Technology, Inc. 0.4% 1.4%
HD The Home Depot, Inc. 1.7% 0.1%
FERG Ferguson plc 1.8% 0.0%
SYK Stryker Corporation 1.6% 0.1%
MAR Marriott International… 1.5% 0.3%
JPM JPMorgan Chase & Co. 0.5% 1.2%
SPGI S&P Global Inc. 1.6% 0.0%
ICE Intercontinental… 1.5% 0.1%
HUBB Hubbell Incorporated 1.5% 0.1%
AZO AutoZone, Inc. 1.5% 0.0%
BNY Bank of New York Mellon… 0.8% 0.5%
CMI Cummins Inc. 0.4% 0.8%
ODFL Old Dominion Freight… 1.2% 0.0%
LRCX Lam Research Corporation 0.2% 1.0%
META Meta Platforms, Inc. 0.0% 1.1%
PG The Procter & Gamble… 1.0% 0.2%
TSM Taiwan Semiconductor… 0.5% 0.6%
MRSH Marsh & McLennan… 0.9% 0.2%
V Visa Inc. 0.3% 0.8%
INTC Intel Corp. 0.3% 0.6%
CBRE CBRE Group, Inc. 0.5% 0.4%
KO The Coca-Cola Company 0.4% 0.5%
ORCL Oracle Corporation 0.8% 0.1%
WDC Western Digital… 0.3% 0.5%
C Citigroup Inc. 0.3% 0.5%
VZ Verizon Communications… 0.4% 0.3%
UNH UnitedHealth Group… 0.2% 0.4%
WMT Walmart Inc. 0.2% 0.3%
REGN Regeneron… 0.2% 0.4%
ROK Rockwell Automation, Inc. 0.1% 0.4%
ALL The Allstate Corporation 0.1% 0.4%
BEPC Brookfield Renewable… 0.5% 0.0%
CBOE Cboe Global Markets, Inc. 0.2% 0.3%
SCHW The Charles Schwab… 0.3% 0.1%
ADSK Autodesk, Inc. 0.1% 0.3%
SYY Sysco Corporation 0.4% 0.0%
FDX FedEx Corporation 0.2% 0.1%

Distinctively Parnassus…

VMC Vulcan Materials… 1.5%
SHW The Sherwin-Williams… 1.1%
CMS CMS Energy Corporation 0.5%
AZN AstraZeneca PLC 0.3%
USFD US Foods Holding Corp. 0.3%
SARO StandardAero, Inc. 0.2%
NICE NICE Ltd. 0.1%
RTO Rentokil Initial plc 0.1%
VIK Viking Holdings Ltd 0.1%
TPX Tempur Sealy… 0.0%
BLDR Builders FirstSource… 0.0%
TWST Twist Bioscience… 0.0%
ASML ASML Holding N.V. 0.0%
APPF AppFolio Inc. 0.0%
ARES Ares Management… 0.0%

Distinctively Robeco Institutional…

GOOG Alphabet Inc. 1.4%
ABBV AbbVie Inc. 1.1%
TSLA Tesla, Inc. 0.8%
CSCO Cisco Systems, Inc. 0.8%
VRT Vertiv Holdings Co 0.8%
ADI Analog Devices, Inc. 0.8%
ANET Arista Networks, Inc. 0.8%
IBN ICICI Bank Limited 0.8%
PBR-A Petróleo Brasileiro… 0.7%
PANW Palo Alto Networks… 0.7%
INFY Infosys Limited 0.6%
JNJ Johnson & Johnson 0.6%
VALE Vale S.A. 0.6%
GILD Gilead Sciences, Inc. 0.5%
BMY Bristol-Myers Squibb… 0.5%
Provenance: Overlap computed live from both managers' parsed common-stock positions for Q2 2026. Reported longs only — hedges and non-13F assets are invisible. Methodology