PARNASSUS INVESTMENTS, LLC: 13F holdings, Q2 2026
PARNASSUS INVESTMENTS, LLC reported 135 positions worth $37.45B in its Form 13F for Q2 2026 (vs. $34.15B in Q1 2026), filed 2026-07-29.
Top holdings
| Ticker | Company | Value | % of portfolio | Shares | vs. Q1 2026 |
|---|---|---|---|---|---|
| GOOGL | ALPHABET INC-CL A | $1.96B | 5.2% | 5,491,465 | -15% |
| AMAT | APPLIED MATERIALS INC | $1.83B | 4.9% | 2,531,747 | -15% |
| - | MICROSOFT CORP | $1.75B | 4.7% | 4,685,346 | +12% |
| - | NVIDIA CORPORATION | $1.69B | 4.5% | 8,453,777 | -10% |
| AMZN | AMAZON.COM INC | $1.65B | 4.4% | 6,903,653 | -6% |
| AMD | ADVANCED MICRO DEVICES | $1.35B | 3.6% | 2,329,523 | -14% |
| - | KLA CORP | $1.33B | 3.5% | 4,403,071 | +718% |
| AAPL | APPLE INC | $1.25B | 3.3% | 4,318,250 | -8% |
| - | WASTE MGMT INC DEL | $1.07B | 2.9% | 4,792,005 | -4% |
| DE | DEERE & CO | $1.04B | 2.8% | 1,640,128 | -13% |
| - | LINDE PLC | $823.19M | 2.2% | 1,586,298 | -7% |
| - | THERMO FISHER SCIENTIFIC INC | $822.02M | 2.2% | 1,639,589 | +9% |
| - | WW GRAINGER INC | $820.02M | 2.2% | 602,775 | -7% |
| - | MASTERCARD INCORPORATED | $811.63M | 2.2% | 1,580,278 | -7% |
| AVGO | BROADCOM INC | $798.96M | 2.1% | 2,115,059 | -7% |
| BAC | BANK OF AMERICA CORP | $775.14M | 2.1% | 13,603,761 | -8% |
| - | REALTY INCOME CORP | $721.23M | 1.9% | 11,640,278 | -18% |
| DASH | DOORDASH INC - A | $717.18M | 1.9% | 3,886,505 | +3884% |
| DHR | DANAHER CORP | $699.86M | 1.9% | 3,674,207 | -8% |
| - | FERGUSON ENTERPRISES INC | $672.46M | 1.8% | 2,833,425 | +9% |
| - | HOME DEPOT INC | $651.70M | 1.7% | 1,847,853 | -6% |
| LLY | ELI LILLY & CO | $630.26M | 1.7% | 525,464 | -44% |
| - | SYNOPSYS INC | $628.47M | 1.7% | 1,408,900 | -4% |
| - | STRYKER CORPORATION | $605.91M | 1.6% | 1,924,514 | -6% |
| - | S&P GLOBAL INC | $597.95M | 1.6% | 1,468,231 | -11% |
| COST | COSTCO WHOLESALE CORP | $584.72M | 1.6% | 625,050 | -7% |
| AZO | AUTOZONE INC | $579.77M | 1.5% | 181,409 | -7% |
| - | INTERCONTINENTAL EXCHANGE IN | $573.25M | 1.5% | 4,656,371 | -7% |
| - | HUBBELL INC | $561.17M | 1.5% | 1,072,570 | +433% |
| - | VULCAN MATLS CO | $558.54M | 1.5% | 1,893,294 | +9% |
Sold out in Q2 2026
| Ticker | Company | Value in Q1 2026 |
|---|---|---|
| - | SALESFORCE INC | $363.95M |
| VRSK | VERISK ANALYTICS INC | $334.10M |
| BIO | BIO-RAD LABORATORIES-A | $70.89M |
| BILL | BILL HOLDINGS INC | $63.66M |
| TRU | TRANSUNION | $61.65M |
| BR | BROADRIDGE FINANCIAL SOLUTIO | $42.06M |
| MTD | METTLER TOLEDO INTERNATIONAL | $17.49M |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $16.21M |
| PCOR | PROCORE TECHNOLOGIES INC | $16.13M |
| INSM | INSMED INC | $11.37M |
Every fund's full quarter-over-quarter changes are in the institutional holdings dataset. Source: SEC Form 13F. Not investment advice.