Parnassus Investments, LLC

Parnassus Investments, LLC reported 135 holdings worth US$37.4B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 29, 2026

Parnassus Investments, LLC reported 135 holdings worth US$37.4B as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Applied Materials, Inc. and Microsoft Corp. Filed Jul 29, 2026 (Form 13F).

Holdings
135
Value as reported
US$37.4B

The filing in full

CompanySharesValue as reported% of portfolio
Alphabet Inc (google) Class C5.49MUS$1.96B5.2%
Applied Materials, Inc.2.53MUS$1.83B4.9%
Microsoft Corp.4.69MUS$1.75B4.7%
Nvidia Corporation8.45MUS$1.69B4.5%
Amazon.com, Inc.6.9MUS$1.65B4.4%
Advanced Micro Devices Inc2.33MUS$1.35B3.6%
Kla Corporation4.4MUS$1.33B3.5%
Apple Inc4.32MUS$1.25B3.3%
Waste Management, Inc.4.79MUS$1.07B2.9%
Deere & Company1.64MUS$1.04B2.8%
Thermo Fisher Scientific Inc1.64MUS$822M2.2%
W.w. Grainger, Inc.603KUS$820M2.2%
Mastercard Incorporated1.58MUS$812M2.2%
Broadcom Inc.2.12MUS$799M2.1%
Bank Of America Corporation13.6MUS$775M2.1%
Realty Income Corporation11.6MUS$721M1.9%
Doordash, Inc.3.89MUS$717M1.9%
Danaher Corporation3.67MUS$700M1.9%
Ferguson Enterprises Inc.2.83MUS$672M1.8%
Home Depot, Inc. (the)1.85MUS$652M1.7%
Eli Lilly And Company525KUS$630M1.7%
Synopsys, Inc.1.41MUS$628M1.7%
Stryker Corporation1.92MUS$606M1.6%
S&p Global Inc.1.47MUS$598M1.6%
Costco Wholesale Corporation625KUS$585M1.6%
Autozone, Inc.181KUS$580M1.5%
Intercontinental Exchange Inc.4.66MUS$573M1.5%
Hubbell Inc1.07MUS$561M1.5%
Vulcan Materials Company (holding Company)1.89MUS$559M1.5%
Marriott International1.47MUS$544M1.5%
Ge Vernova Inc.452KUS$531M1.4%
Old Dominion Freight Line, Inc.2.14MUS$463M1.2%
Sherwin-williams Company (the)1.17MUS$404M1.1%
Procter & Gamble Company (the)2.45MUS$359M0.96%
Marsh2.05MUS$341M0.91%
Oracle Corporation2.08MUS$304M0.81%
The Bank Of New York Mellon Corporation2.09MUS$302M0.81%
Brookfield Renewable Corporation5.03MUS$187M0.50%
Jp Morgan Chase & Co.563KUS$184M0.49%
Cbre Group Inc1.3MUS$176M0.47%
Taiwan Semiconductor Manufacturing Co., Ltd.360KUS$172M0.46%
Cms Energy Corporation2.22MUS$170M0.45%
Micron Technology, Inc.133KUS$153M0.41%
Coca-cola Company (the)1.84MUS$150M0.40%
Cummins Inc.209KUS$149M0.40%
Verizon Communications Inc.3.24MUS$137M0.37%
Sysco Corporation1.61MUS$135M0.36%
Western Digital Corporation198KUS$127M0.34%
Intel Corporation893KUS$125M0.33%
Union Pacific Corporation450KUS$122M0.33%
Charles Schwab Corporation (the)1.26MUS$116M0.31%
Citigroup, Inc.821KUS$115M0.31%
Visa Inc.312KUS$107M0.29%
Progressive Corporation (the)476KUS$104M0.28%
The Cigna Group360KUS$99.3M0.27%
Us Foods Holding Corp.953KUS$97.4M0.26%
Edwards Lifesciences Corporation1.02MUS$91.9M0.25%
Fedex Corporation287KUS$89.7M0.24%
Williams Companies, Inc. (the)1.17MUS$87.1M0.23%
Xylem Inc.690KUS$81.6M0.22%
Unitedhealth Group Incorporated196KUS$81.5M0.22%
Agilent Technologies, Inc.607KUS$80.6M0.22%
Lam Research Corporation186KUS$80.4M0.21%
Walmart Inc.704KUS$79.8M0.21%
Standardaero, Inc.2.64MUS$79M0.21%
Cme Group Inc.345KUS$76.3M0.20%
Hilton Worldwide Holdings Inc.227KUS$75M0.20%
Republic Services, Inc.349KUS$74.4M0.20%
Guidewire Software, Inc.595KUS$73.2M0.20%
Dick's Sporting Goods Inc316KUS$71.7M0.19%
Cboe Global Markets, Inc.292KUS$70.8M0.19%
Truist Financial Corporation1.21MUS$60.5M0.16%
Regeneron Pharmaceuticals, Inc.95,378US$59.5M0.16%
Abbott Laboratories651KUS$59M0.16%
Allstate Corporation (the)233KUS$55.4M0.15%
W.r. Berkley Corporation780KUS$55M0.15%
D.r. Horton, Inc.329KUS$53.7M0.14%
Medline Inc.1.36MUS$53.6M0.14%
O'reilly Automotive, Inc.576KUS$53M0.14%
Nice Ltd.567KUS$51.5M0.14%
Snowflake Inc.199KUS$50.7M0.14%
Ingersoll Rand Inc.612KUS$50.2M0.13%
Boston Scientific Corporation1.17MUS$50.1M0.13%
Robinhood Markets, Inc.454KUS$45.5M0.12%
Chipotle Mexican Grill, Inc.1.29MUS$43.7M0.12%
Autodesk, Inc.206KUS$40M0.11%
Teradyne, Inc.78,406US$37.9M0.10%
Datadog, Inc.130KUS$33.9M0.09%
Rockwell Automation, Inc.60,945US$30.2M0.08%
Insulet Corporation178KUS$27.1M0.07%
Rentokil Initial Plc901KUS$25.8M0.07%
Quanta Services, Inc.35,103US$25.3M0.07%
Monolithic Power Systems, Inc.17,566US$24.3M0.06%
Viking Holdings Ltd219KUS$22.9M0.06%
Cloudflare, Inc.90,222US$22.1M0.06%
Waste Connections, Inc.132KUS$22M0.06%
Comfort Systems Usa, Inc.11,091US$22M0.06%
Natera, Inc.77,576US$21.1M0.06%
Sandisk Corporation8,611US$19.6M0.05%
Revolution Medicines, Inc.99,988US$18.7M0.05%

Every holding of Parnassus Investments, LLC

Source

View original at SEC

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