EdgeMarket › What Parnassus Investments, Llc reported owning
What Parnassus Investments, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
34.1BPositions
135Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| GOOGL Alphabet Inc. | 1.9B | 5.4% | 6.4M | 344.82 | +73.0% |
| NVDA NVIDIA CORP | 1.6B | 4.8% | 9.4M | 214.72 | +22.4% |
| MSFT MICROSOFT CORP | 1.6B | 4.5% | 4.2M | 483.24 | -4.4% |
| AMZN AMAZON COM INC | 1.5B | 4.5% | 7.4M | 258.63 | +15.6% |
| AAPL Apple Inc. | 1.2B | 3.5% | 4.7M | 309.35 | +36.9% |
| WM WASTE MANAGEMENT INC | 1.1B | 3.4% | 5.0M | 224.06 | -2.6% |
| DE DEERE & CO | 1.1B | 3.1% | 1.9M | 647.47 | +31.4% |
| AMAT APPLIED MATERIALS INC /DE | 1.0B | 3.0% | 3.0M | 492.32 | +205.9% |
| O REALTY INCOME CORP | 865.2M | 2.5% | 14.1M | 62.60 | +4.5% |
| LLY ELI LILLY & Co | 860.4M | 2.5% | 935.5K | 1,255.40 | +78.0% |
| MA Mastercard Inc | 846.9M | 2.5% | 1.7M | 580.63 | -2.0% |
| LIN LINDE PLC | 842.5M | 2.5% | 1.7M | 487.57 | +1.1% |
| KLAC KLA CORP | 792.7M | 2.3% | 538.4K | 183.99 | +109.5% |
| ICE Intercontinental Exchange, Inc. | 791.4M | 2.3% | 5.0M | 161.25 | -11.1% |
| DHR DANAHER CORP /DE/ | 753.6M | 2.2% | 4.0M | 218.85 | +3.5% |
| TMO THERMO FISHER SCIENTIFIC INC. | 739.6M | 2.2% | 1.5M | 629.27 | +27.2% |
| BAC BANK OF AMERICA CORP /DE/ | 721.9M | 2.1% | 14.8M | 61.69 | +27.6% |
| GWW W.W. GRAINGER, INC. | 710.4M | 2.1% | 651.2K | 1,312.24 | +31.3% |
| AVGO Broadcom Inc. | 706.2M | 2.1% | 2.3M | 368.45 | +26.5% |
| SPGI S&P Global Inc. | 701.1M | 2.1% | 1.6M | 431.29 | -22.6% |
| COST COSTCO WHOLESALE CORP /NEW | 673.1M | 2.0% | 675.5K | 947.74 | -4.7% |
| SYK STRYKER CORP | 669.5M | 2.0% | 2.0M | 329.45 | -15.9% |
| AZO AUTOZONE INC | 660.9M | 1.9% | 195.7K | 2,957.95 | -28.9% |
| HD HOME DEPOT, INC. | 645.7M | 1.9% | 2.0M | 335.61 | -16.5% |
| FERG Ferguson Enterprises Inc. /DE/ | 608.6M | 1.8% | 2.6M | 242.24 | +5.1% |
| SNPS SYNOPSYS INC | 579.0M | 1.7% | 1.5M | 397.87 | -33.8% |
| AMD ADVANCED MICRO DEVICES INC | 550.1M | 1.6% | 2.7M | 473.25 | +186.5% |
| MAR MARRIOTT INTERNATIONAL INC /MD/ | 519.4M | 1.5% | 1.6M | 356.39 | +35.2% |
| BSX BOSTON SCIENTIFIC CORP | 502.2M | 1.5% | 8.0M | 50.37 | -52.5% |
| VMC Vulcan Materials CO | 471.3M | 1.4% | 1.7M | 276.04 | -3.6% |
| MRSH MARSH & MCLENNAN COMPANIES, INC. | 383.4M | 1.1% | 2.2M | 192.01 | -9.1% |
| PG PROCTER & GAMBLE Co | 382.3M | 1.1% | 2.6M | 144.68 | -9.3% |
| ODFL OLD DOMINION FREIGHT LINE, INC. | 376.9M | 1.1% | 1.9M | 206.47 | +37.4% |
| CRM Salesforce, Inc. | 364.0M | 1.1% | 1.9M | 209.17 | -15.1% |
| SHW SHERWIN WILLIAMS CO | 340.9M | 1.0% | 1.1M | 346.59 | -5.6% |
| VRSK Verisk Analytics, Inc. | 334.1M | 1.0% | 1.8M | 187.50 | -30.8% |
| ORCL ORACLE CORP | 315.8M | 0.9% | 2.1M | 146.47 | -37.7% |
| BNY Bank of New York Mellon Corp | 273.7M | 0.8% | 2.3M | 158.49 | +56.5% |
| BEPC Brookfield Renewable Corp | 200.4M | 0.6% | 5.0M | 33.25 | -0.5% |
| CBRE CBRE GROUP, INC. | 189.9M | 0.6% | 1.4M | 152.10 | -5.4% |
| JPM JPMORGAN CHASE & CO | 169.1M | 0.5% | 574.7K | 351.58 | +20.3% |
| VZ VERIZON COMMUNICATIONS INC | 159.7M | 0.5% | 3.2M | 49.45 | +9.7% |
| CMI CUMMINS INC | 152.6M | 0.4% | 283.7K | 587.68 | +48.3% |
| CMS CMS ENERGY CORP | 151.5M | 0.4% | 2.0M | 68.27 | -6.5% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 130.8M | 0.4% | 386.9K | 418.95 | +83.3% |
| AZN ASTRAZENECA PLC | 126.6M | 0.4% | 642.1K | 165.98 | — |
| SCHW SCHWAB CHARLES CORP | 120.7M | 0.4% | 1.3M | 112.30 | +17.6% |
| SYY SYSCO CORP | 112.9M | 0.3% | 1.6M | 84.10 | +3.9% |
| C CITIGROUP INC | 112.2M | 0.3% | 989.2K | 131.65 | +41.3% |
| UNP UNION PACIFIC CORP | 111.4M | 0.3% | 459.2K | 308.05 | +36.5% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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