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Manager record · archived quarter

Parnassus Investments, Llc

San Francisco, CA · CIK 948669 · EDGAR filings ↗

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Diff ⇄
$38.56BReported 13F value
138Positions
38.6%Top-10 weight
40.00Effective holdings
n/aEst. turnover
+0New
−0Exits

Reported 13F portfolio value covers U.S. reportable long positions only, not cash, bonds, shorts or non-U.S. holdings. It is not assets under management. No comparable prior filing; change columns unavailable this quarter.

Reported value by quarter Q4 2025 → Q3 2026
Sector exposure
Technology 32.1%
Financial Services 15.9%
Healthcare 14.0%
Industrials 11.7%
Consumer Cyclical 10.5%
Communication Services 6.0%
Consumer Defensive 3.1%
Real Estate 3.0%
Basic Materials 3.0%
Utilities 0.8%

Share of reported common-equity value; (±pp) vs prior quarter.

The portfolio · Q4 2025
#SecurityWeightValueSharesΔ sharesHeld
1 MSFT Microsoft Corporation 5.7% $2.18B 4.51M n/a n/c 1
2 GOOGL Alphabet Inc. 5.6% $2.16B 6.90M n/a n/c 1
3 AMZN Amazon.com, Inc. 4.7% $1.82B 7.89M n/a n/c 1
4 NVDA NVIDIA Corporation 4.6% $1.79B 9.60M n/a n/c 1
5 AAPL Apple Inc. 3.6% $1.37B 5.05M n/a n/c 1
6 DE Deere & Company 3.2% $1.23B 2.64M n/a n/c 1
7 WM Waste Management, Inc. 3.0% $1.16B 5.28M n/a n/c 1
8 LLY Eli Lilly and Company 2.8% $1.09B 1.01M n/a n/c 1
9 DHR Danaher Corporation 2.8% $1.07B 4.66M n/a n/c 1
10 MA Mastercard Incorporated 2.7% $1.03B 1.81M n/a n/c 1
11 TMO Thermo Fisher Scientific… 2.4% $917.33M 1.58M n/a n/c 1
12 SPGI S&P Global Inc. 2.4% $914.22M 1.75M n/a n/c 1
13 BAC Bank of America Corporation 2.4% $906.28M 16.48M n/a n/c 1
14 ICE Intercontinental Exchange… 2.3% $880.46M 5.44M n/a n/c 1
15 AVGO Broadcom Inc. 2.2% $851.89M 2.46M n/a n/c 1
16 O Realty Income Corporation 2.2% $851.54M 15.11M n/a n/c 1
17 AMAT Applied Materials, Inc. 2.2% $829.34M 3.23M n/a n/c 1
18 LIN Linde plc 2.0% $775.47M 1.82M n/a n/c 1
19 KLAC KLA Corporation 2.0% $757.80M 623.66K n/a n/c 1
20 BSX Boston Scientific… 2.0% $753.19M 7.90M n/a n/c 1
21 AZO AutoZone, Inc. 1.9% $716.72M 211.33K n/a n/c 1
22 HD The Home Depot, Inc. 1.9% $715.91M 2.08M n/a n/c 1
23 SYK Stryker Corporation 1.8% $684.51M 1.95M n/a n/c 1
24 CRM Salesforce, Inc. 1.8% $681.12M 2.57M n/a n/c 1
25 SNPS Synopsys, Inc. 1.8% $676.81M 1.44M n/a n/c 1
26 GWW W.W. Grainger, Inc. 1.7% $645.96M 640.16K n/a n/c 1
27 COST Costco Wholesale Corporation 1.5% $571.25M 662.45K n/a n/c 1
28 FERG Ferguson plc 1.5% $571.15M 2.57M n/a n/c 1
29 AMD Advanced Micro Devices, Inc. 1.4% $527.51M 2.46M n/a n/c 1
30 BRO Brown & Brown, Inc. 1.3% $494.52M 6.20M n/a n/c 1
31 MAR Marriott International, Inc. 1.3% $484.46M 1.56M n/a n/c 1
32 WDAY Workday, Inc. 1.2% $454.65M 2.12M n/a n/c 1
33 ORCL Oracle Corporation 1.1% $408.89M 2.10M n/a n/c 1
34 VRSK Verisk Analytics, Inc. 1.1% $406.01M 1.82M n/a n/c 1
35 MRSH Marsh & McLennan Companies… 1.0% $403.25M 2.17M n/a n/c 1
36 PG The Procter & Gamble Company 1.0% $373.19M 2.60M n/a n/c 1
37 NOW ServiceNow, Inc. 0.9% $353.09M 2.30M n/a n/c 1
38 SHW The Sherwin-Williams Company 0.9% $338.38M 1.04M n/a n/c 1
39 BNY Bank of New York Mellon Corp 0.7% $273.91M 2.36M n/a n/c 1
40 CBRE CBRE Group, Inc. 0.7% $272.38M 1.69M n/a n/c 1
41 BEPC Brookfield Renewable… 0.5% $192.96M 5.03M n/a n/c 1
42 JPM JPMorgan Chase & Co. 0.4% $161.40M 500.91K n/a n/c 1
43 CMI Cummins Inc. 0.4% $142.93M 280.00K n/a n/c 1
44 SCHW The Charles Schwab… 0.3% $129.57M 1.30M n/a n/c 1
45 VZ Verizon Communications Inc. 0.3% $125.19M 3.07M n/a n/c 1
46 SYY Sysco Corporation 0.3% $118.71M 1.61M n/a n/c 1
47 WTW Willis Towers Watson Public… 0.3% $117.49M 357.54K n/a n/c 1
48 C Citigroup Inc. 0.3% $115.43M 989.17K n/a n/c 1
49 TSM Taiwan Semiconductor… 0.3% $114.57M 377.00K n/a n/c 1
50 AZN AstraZeneca PLC 0.3% $113.78M 1.24M n/a n/c 1
51 LRCX Lam Research Corporation 0.3% $110.57M 645.93K n/a n/c 1
52 UNP Union Pacific Corporation 0.3% $107.98M 466.78K n/a n/c 1
53 PGR The Progressive Corporation 0.3% $103.81M 455.85K n/a n/c 1
54 CMS CMS Energy Corporation 0.3% $102.98M 1.47M n/a n/c 1
55 V Visa Inc. 0.3% $97.79M 278.83K n/a n/c 1
56 CME CME Group Inc. 0.2% $96.48M 353.31K n/a n/c 1
57 CI Cigna Corporation 0.2% $92.37M 335.61K n/a n/c 1
58 WDC Western Digital Corporation 0.2% $90.18M 523.50K n/a n/c 1
59 HUBB Hubbell Incorporated 0.2% $86.58M 194.95K n/a n/c 1
60 FDX FedEx Corporation 0.2% $85.23M 295.04K n/a n/c 1
61 MU Micron Technology, Inc. 0.2% $84.14M 294.81K n/a n/c 1
62 ADSK Autodesk, Inc. 0.2% $84.06M 283.98K n/a n/c 1
63 HLT Hilton Worldwide Holdings… 0.2% $81.91M 285.16K n/a n/c 1
64 BR Broadridge Financial… 0.2% $81.37M 364.62K n/a n/c 1
65 WMT Walmart Inc. 0.2% $79.84M 716.62K n/a n/c 1
66 BILL Bill.com Holdings, Inc. 0.2% $79.84M 1.46M n/a n/c 1
67 CBOE Cboe Global Markets, Inc. 0.2% $79.32M 316.02K n/a n/c 1
68 A Agilent Technologies, Inc. 0.2% $79.05M 580.94K n/a n/c 1
69 ABT Abbott Laboratories 0.2% $77.22M 616.35K n/a n/c 1
70 TRU TransUnion 0.2% $76.55M 892.72K n/a n/c 1
71 BIO Bio-Rad Laboratories, Inc. 0.2% $76.40M 252.14K n/a n/c 1
72 REGN Regeneron Pharmaceuticals… 0.2% $74.52M 96.55K n/a n/c 1
73 SARO StandardAero, Inc. 0.2% $72.05M 2.51M n/a n/c 1
74 CMG Chipotle Mexican Grill, Inc. 0.2% $67.88M 1.83M n/a n/c 1
75 RSG Republic Services, Inc. 0.2% $66.27M 312.69K n/a n/c 1
76 UNH UnitedHealth Group… 0.2% $66.01M 199.95K n/a n/c 1
77 ARES Ares Management Corporation 0.2% $65.07M 402.56K n/a n/c 1
78 TFC Truist Financial Corporation 0.2% $64.46M 1.31M n/a n/c 1
79 USFD US Foods Holding Corp. 0.2% $60.87M 808.11K n/a n/c 1
80 XYL Xylem Inc. 0.2% $60.61M 445.10K n/a n/c 1
81 ODFL Old Dominion Freight Line… 0.2% $60.13M 383.49K n/a n/c 1
82 NICE NICE Ltd. 0.2% $59.34M 524.91K n/a n/c 1
83 VMC Vulcan Materials Company 0.1% $57.79M 202.62K n/a n/c 1
84 ORLY O'Reilly Automotive, Inc. 0.1% $56.49M 619.35K n/a n/c 1
85 WRB W. R. Berkley Corporation 0.1% $55.65M 793.70K n/a n/c 1
86 DHI D.R. Horton, Inc. 0.1% $51.56M 357.95K n/a n/c 1
87 NXPI NXP Semiconductors N.V. 0.1% $50.27M 231.60K n/a n/c 1
88 EW Edwards Lifesciences… 0.1% $50.02M 586.76K n/a n/c 1
89 NVO Novo Nordisk A/S 0.1% $49.30M 969.01K n/a n/c 1
90 IR Ingersoll Rand Inc. 0.1% $49.17M 620.66K n/a n/c 1
91 ROP Roper Technologies, Inc. 0.1% $48.80M 109.63K n/a n/c 1
92 PNR Pentair plc 0.1% $47.50M 456.10K n/a n/c 1
93 PODD Insulet Corp. 0.1% $47.44M 166.90K n/a n/c 1
94 INTC Intel Corp. 0.1% $46.20M 1.25M n/a n/c 1
95 SNDK Sandisk Corporation 0.1% $44.57M 187.77K n/a n/c 1
96 ALL The Allstate Corporation 0.1% $41.93M 201.46K n/a n/c 1
97 IQV IQVIA Holdings Inc. 0.1% $41.47M 183.98K n/a n/c 1
98 ALC Alcon Inc. 0.1% $34.30M 435.22K n/a n/c 1
99 TER Teradyne, Inc. 0.1% $28.81M 148.83K n/a n/c 1
100 ROK Rockwell Automation, Inc. 0.1% $25.22M 64.81K n/a n/c 1
101 NET Cloudflare, Inc. 0.1% $25.03M 126.94K n/a n/c 1
102 DDOG Datadog, Inc. 0.1% $24.10M 177.25K n/a n/c 1
103 MPWR Monolithic Power Systems… 0.1% $24.10M 26.59K n/a n/c 1
104 IDXX IDEXX Laboratories, Inc. 0.1% $22.77M 33.65K n/a n/c 1
105 RCL Royal Caribbean Cruises Ltd. 0.1% $22.54M 80.81K n/a n/c 1
106 EFX Equifax Inc. 0.1% $21.46M 98.89K n/a n/c 1
107 HOOD Robinhood Markets, Inc. 0.1% $20.40M 180.33K n/a n/c 1
108 GWRE Guidewire Software, Inc. 0.1% $20.00M 99.50K n/a n/c 1
109 PWR Quanta Services, Inc. 0.1% $19.97M 47.31K n/a n/c 1
110 MELI MercadoLibre, Inc. 0.1% $19.95M 9.90K n/a n/c 1
111 MTD Mettler-Toledo… 0.1% $19.27M 13.82K n/a n/c 1
112 PTC PTC Inc. 0.0% $18.73M 107.54K n/a n/c 1
113 CSGP CoStar Group, Inc. 0.0% $18.34M 272.69K n/a n/c 1
114 ALNY Alnylam Pharmaceuticals… 0.0% $17.72M 44.56K n/a n/c 1
115 PCOR Procore Technologies, Inc. 0.0% $16.92M 232.59K n/a n/c 1
116 NTRA Natera, Inc. 0.0% $16.23M 70.83K n/a n/c 1
117 TT Trane Technologies plc 0.0% $15.76M 40.50K n/a n/c 1
118 CDNS Cadence Design Systems, Inc. 0.0% $15.39M 49.24K n/a n/c 1
119 WCN Waste Connections, Inc. 0.0% $14.27M 81.40K n/a n/c 1
120 MSCI MSCI Inc. 0.0% $13.46M 23.47K n/a n/c 1
121 POOL Pool Corporation 0.0% $13.06M 57.09K n/a n/c 1
122 DASH DoorDash, Inc. 0.0% $10.18M 44.95K n/a n/c 1
123 WST West Pharmaceutical… 0.0% $9.46M 34.39K n/a n/c 1
124 INSM Insmed Incorporated 0.0% $8.99M 51.64K n/a n/c 1
125 ASML ASML Holding N.V. 0.0% $2.52M 2.36K n/a n/c 1
126 GEV GE Vernova Inc. 0.0% $2.14M 3.28K n/a n/c 1
127 APPF AppFolio Inc. 0.0% $1.96M 8.44K n/a n/c 1
128 NFLX Netflix, Inc. 0.0% $1.82M 19.42K n/a n/c 1
129 ISRG Intuitive Surgical, Inc. 0.0% $1.75M 3.09K n/a n/c 1
130 TEAM Atlassian Corporation 0.0% $887,392 5.47K n/a n/c 1
131 RELX RELX Plc 0.0% $374,491 9.27K n/a n/c 1
132 RH Rh 0.0% $353,683 2.83K n/a n/c 1
133 BKNG Booking Holdings Inc. 0.0% $294,543 55 n/a n/c 1
134 CCEP Coca-Cola Europacific… 0.0% $284,163 3.13K n/a n/c 1
135 YMM Full Truck Alliance Co. Ltd. 0.0% $247,605 23.08K n/a n/c 1
136 SPOT Spotify Technology S.A. 0.0% $238,091 410 n/a n/c 1
137 ACGL Arch Capital Group Ltd. 0.0% $217,547 2.27K n/a n/c 1
138 CNHI CNH Industrial N.V. 0.0% $198,497 21.53K n/a n/c 1

Common-stock (SH) positions only; option lines are in the Options tab and are never netted. ✂ = change computed against split-adjusted prior shares. “Held N+” = held every quarter in our window, possibly longer.

Position age
1380–1 quarters

Consecutive quarters each current position has been reported, within our data window.

Similar managers
ManagerCommon positionsName overlapWeighted similarity
Swedbank AB 116 16.2% 0.6904 Compare ⇄
Danske Bank A/S 125 11.0% 0.6788 Compare ⇄
Credit Agricole S A 125 11.2% 0.678 Compare ⇄
Robeco Institutional Asset Management… 117 13.7% 0.6759 Compare ⇄
Storebrand Asset Management As 114 14.6% 0.6725 Compare ⇄
DZ BANK AG Deutsche Zentral… 116 12.1% 0.6657 Compare ⇄
Royal London Asset Management Ltd 119 17.2% 0.6626 Compare ⇄
Bank Julius Baer & Co. Ltd, Zurich 103 14.9% 0.6584 Compare ⇄

Similarity of reported longs only; hedges and non-13F assets are invisible. Methodology

Filing record
Oct 22 2026 13F-HR · period Q3 2026

$33.80B · 123 holdings listed · View original SEC filing ↗
Jul 29 2026 13F-HR · period Q2 2026

$37.45B · 135 holdings listed · View original SEC filing ↗
May 12 2026 13F-HR · period Q1 2026

$34.15B · 135 holdings listed · View original SEC filing ↗
Feb 12 2026 13F-HR · period Q4 2025

$38.56B · 138 holdings listed · View original SEC filing ↗
Oct 24 2025 13F-HR · period Q3 2025

$43.27B · 147 holdings listed · View original SEC filing ↗
Aug 06 2025 13F-HR · period Q2 2025

$43.35B · 148 holdings listed · View original SEC filing ↗
Provenance: All holdings parsed from this manager's 13F information tables on SEC EDGAR; values as reported, whole USD. Changes compare the latest accepted version of each quarter (amendments incorporated) on split-adjusted share counts. Reporting period: Q4 2025 · latest filing Oct 22, 2026 · Change methodology