13F value (AUM)
$37.4B
Parnassus Investments
PARNASSUS INVESTMENTS, LLC
$37.4B
13F long value · 2026-Q2Positions135
CategoryAsset Manager
Quarters tracked9
▲ #223 of 581 by 13F value
Size rank 7/10
10 NEW4 ADD8 2×+10 TRIM2 NEAR EXIT10 EXIT
Snapshot
Parnassus Investments's 13F portfolio at a glance — size, concentration and this quarter's activity.
Positions
135 (14 unmapped)
Top 100 weight
98.7%
Quarters tracked
9
Latest 13F filed
Jul 29, 2026
New positions
10
Exits / near-exits
12
13F value by quarter
Total reported long value each quarter — fund flows plus market moves.
Top holdings — 2026-Q2
The fund's largest reported positions. The 100 shown cover 98.7% of the portfolio.
| Ticker | Issuer | Weight | Value | Shares | Since 2026-Q2 |
|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 5.2% | $2.0B | 5.5M | -3.9% |
| AMAT | APPLIED MATLS INC | 4.9% | $1.8B | 2.5M | -44.0% |
| MSFT | MICROSOFT CORP | 4.7% | $1.7B | 4.7M | +38.7% |
| NVDA | NVIDIA CORPORATION | 4.5% | $1.7B | 8.5M | +16.9% |
| AMZN | AMAZON COM INC | 4.4% | $1.6B | 6.9M | +5.5% |
| AMD | ADVANCED MICRO DEVICES INC | 3.6% | $1.4B | 2.3M | +9.1% |
| KLAC | KLA CORP | 3.5% | $1.3B | 4.4M | +529.7% |
| AAPL | APPLE INC | 3.3% | $1.2B | 4.3M | +15.3% |
| WM | WASTE MGMT INC DEL | 2.9% | $1.1B | 4.8M | +1.5% |
| DE | DEERE & CO | 2.8% | $1.0B | 1.6M | -10.5% |
| — | LINDE PLC | 2.2% | $823.2M | 1.6M | — |
| TMO | THERMO FISHER SCIENTIFIC INC | 2.2% | $822.0M | 1.6M | +30.4% |
| GWW | WW GRAINGER INC | 2.2% | $820.0M | 602.8K | -14.9% |
| MA | MASTERCARD INCORPORATED | 2.2% | $811.6M | 1.6M | +7.5% |
| AVGO | BROADCOM INC | 2.1% | $799.0M | 2.1M | -6.0% |
Quarterly changes — 2026-Q2
What Parnassus Investments opened, added, trimmed and exited this quarter, largest dollar moves first.
| Action | Ticker | Issuer | Prev shares | Curr shares | Change | Value Δ |
|---|---|---|---|---|---|---|
| 2×+ | DASH | DOORDASH INC | 97.5K | 3.9M | +3884.5% | +$702.5M |
| 2×+ | GEV | GE VERNOVA INC | 5.3K | 451.9K | +8382.9% | +$526.3M |
| 2×+ | HUBB | HUBBELL INC | 201.2K | 1.1M | +433.0% | +$462.4M |
| NEAR EXIT | BSX | BOSTON SCIENTIFIC CORP | 8.0M | 1.2M | -85.3% | -$452.1M |
| EXIT | CRM | SALESFORCE INC | 1.9M | 0 | -100.0% | -$364.0M |
| EXIT | VRSK | VERISK ANALYTICS INC | 1.8M | 0 | -100.0% | -$334.1M |
| TRIM | LLY | ELI LILLY & CO | 935.5K | 525.5K | -43.8% | -$230.2M |
| NEW | KO | COCA COLA CO | — | 1.8M | — | +$149.9M |
| NEW | WMB | WILLIAMS COS INC | — | 1.2M | — | +$87.1M |
| EXIT | BIO | BIO RAD LABS INC | 254.3K | 0 | -100.0% | -$70.9M |
Conviction over time
Portfolio weight of the current top long holdings, quarter by quarter — rising weight = growing conviction.