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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
13.1%Name overlap (Jaccard)
12+Only Parnassus…
15+Only Robeco…

Shared holdings · Q3 2026

SecurityParnassus… weightRobeco… weight
NVDA NVIDIA Corporation 5.2% 7.2%
MSFT Microsoft Corporation 6.4% 4.5%
AAPL Apple Inc. 3.4% 5.8%
AMZN Amazon.com, Inc. 5.5% 2.7%
GOOGL Alphabet Inc. 4.5% 3.6%
AVGO Broadcom Inc. 2.5% 1.8%
AMAT Applied Materials, Inc. 2.5% 1.2%
META Meta Platforms, Inc. 2.0% 1.6%
AMD Advanced Micro Devices… 2.6% 0.9%
TMO Thermo Fisher Scientific… 2.9% 0.6%
MA Mastercard Incorporated 2.6% 0.5%
DE Deere & Company 2.9% 0.0%
LLY Eli Lilly and Company 1.6% 1.2%
WM Waste Management, Inc. 2.6% 0.0%
KLAC KLA Corporation 2.0% 0.6%
BAC Bank of America… 2.0% 0.6%
DHR Danaher Corporation 2.2% 0.0%
GWW W.W. Grainger, Inc. 2.0% 0.2%
LIN Linde plc 2.0% 0.1%
SPGI S&P Global Inc. 1.9% 0.2%
DASH DoorDash, Inc. 2.0% 0.0%
TSM Taiwan Semiconductor… 1.6% 0.4%
ICE Intercontinental… 1.9% 0.1%
SNPS Synopsys, Inc. 1.6% 0.1%
SYK Stryker Corporation 1.7% 0.1%
JPM JPMorgan Chase & Co. 0.5% 1.2%
COST Costco Wholesale… 1.5% 0.2%
GEV GE Vernova Inc. 1.2% 0.5%
FERG Ferguson plc 1.7% 0.0%
MAR Marriott International… 1.4% 0.3%
MU Micron Technology, Inc. 0.4% 1.3%
HUBB Hubbell Incorporated 1.4% 0.1%
TJX The TJX Companies, Inc. 1.2% 0.2%
BNY Bank of New York Mellon… 0.7% 0.5%
AZO AutoZone, Inc. 1.1% 0.0%
KO The Coca-Cola Company 0.5% 0.6%
V Visa Inc. 0.2% 0.9%
HD The Home Depot, Inc. 1.0% 0.1%
SHW The Sherwin-Williams… 1.0% 0.0%
ODFL Old Dominion Freight… 1.0% 0.0%
CTAS Cintas Corporation 1.0% 0.0%
LRCX Lam Research Corporation 0.2% 0.8%
CMI Cummins Inc. 0.3% 0.6%
INTC Intel Corp. 0.3% 0.6%
VZ Verizon Communications… 0.5% 0.4%
C Citigroup Inc. 0.3% 0.5%
CBRE CBRE Group, Inc. 0.4% 0.3%
UNH UnitedHealth Group… 0.2% 0.4%
WDC Western Digital… 0.3% 0.2%
CBOE Cboe Global Markets, Inc. 0.2% 0.3%
ROK Rockwell Automation, Inc. 0.1% 0.4%
ALL The Allstate Corporation 0.1% 0.3%
SCHW The Charles Schwab… 0.4% 0.1%
WMB The Williams Companies… 0.4% 0.0%
A Agilent Technologies, Inc. 0.3% 0.1%
CI Cigna Corporation 0.3% 0.1%
SYY Sysco Corporation 0.4% 0.0%
DDOG Datadog, Inc. 0.1% 0.3%
UNP Union Pacific Corporation 0.4% 0.0%
WMT Walmart Inc. 0.2% 0.2%

Distinctively Parnassus…

VMC Vulcan Materials… 1.6%
AZN AstraZeneca PLC 1.3%
CMS CMS Energy Corporation 0.4%
BEPC Brookfield Renewable… 0.4%
USFD US Foods Holding Corp. 0.2%
CNHI CNH Industrial N.V. 0.2%
NICE NICE Ltd. 0.2%
SARO StandardAero, Inc. 0.2%
VIK Viking Holdings Ltd 0.1%
ARES Ares Management… 0.0%
APPF AppFolio Inc. 0.0%
ASML ASML Holding N.V. 0.0%

Distinctively Robeco Institutional…

GOOG Alphabet Inc. 1.4%
ABBV AbbVie Inc. 1.2%
PBR-A Petróleo Brasileiro… 0.9%
IBN ICICI Bank Limited 0.8%
ADI Analog Devices, Inc. 0.7%
CSCO Cisco Systems, Inc. 0.7%
ANET Arista Networks, Inc. 0.7%
GILD Gilead Sciences, Inc. 0.6%
INFY Infosys Limited 0.6%
TSLA Tesla, Inc. 0.6%
JNJ Johnson & Johnson 0.6%
NEM Newmont Corporation 0.5%
BMY Bristol-Myers Squibb… 0.5%
FTNT Fortinet, Inc. 0.5%
PANW Palo Alto Networks… 0.5%
Provenance: Overlap computed live from both managers' parsed common-stock positions for Q3 2026. Reported longs only; hedges and non-13F assets are invisible. Methodology