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PARNASSUS INVESTMENTS, LLC — 13F Holdings & Portfolio

CIK 948669 · latest 13F-HR filed 2026-05-12

Backtest portfolio

PARNASSUS INVESTMENTS, LLC manages $34.15B in 13F-reported U.S. long-equity assets across 135 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are GOOGL (5.43%), NVDA (4.82%), MSFT (4.54%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 13 new positions, exited 16, added to 37, and trimmed 56.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$34.15B

Long-equity book

Holdings

135

Distinct positions

Period

2026-03-31

Filed 2026-05-12

Q/Q Activity

+13 / −16 / ↑37 / ↓56

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VULCAN MATLS CO$413.5M +715.6%
  • OLD DOMINION FREIGHT LINE IN$316.8M +526.8%
  • APPLIED MATLS INC$190.0M +22.9%
  • COSTCO WHOLESALE CORPORATION$101.8M +17.8%
  • LINDE PLC$67.0M +8.6%
Show all 37 →

Top Trims

  • MICROSOFT CORP-$627.1M -28.8%
  • BROWN & BROWN INC-$490.3M -99.2%
  • SALESFORCE INC-$317.2M -46.6%
  • DANAHER CORP DEL-$314.2M -29.4%
  • ALPHABET INC-$306.7M -14.2%
Show all 56 →

New Positions

  • ASTRAZENECA PLC$126.6M
  • DICKS SPORTING GOODS INC$56.9M
  • MEDLINE INC$44.0M
  • SOMNIGROUP INTERNATIONAL INC$14.0M
  • BUILDERS FIRSTSOURCE INC$12.3M
Show all 13 →

Exited Positions

  • WORKDAY INC$454.6M
  • SERVICENOW INC$353.1M
  • ASTRAZENECA PLC$113.8M
  • NOVO-NORDISK A S$49.3M
  • ROPER TECHNOLOGIES INC$48.8M
Show all 16 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ALPHABET INC GOOGL 02079K305 $1.85B 5.43% 6,445,416 SH
2 NVIDIA CORPORATION NVDA 67066G104 $1.65B 4.82% 9,438,607 SH
3 MICROSOFT CORP MSFT 594918104 $1.55B 4.54% 4,192,164 SH
4 AMAZON COM INC AMZN 023135106 $1.53B 4.49% 7,364,592 SH
5 APPLE INC AAPL 037833100 $1.19B 3.47% 4,674,755 SH
6 WASTE MGMT INC DEL WM 94106L109 $1.14B 3.35% 4,981,578 SH
7 DEERE & CO DE 244199105 $1.06B 3.12% 1,888,448 SH
8 APPLIED MATLS INC AMAT 038222105 $1.02B 2.99% 2,982,230 SH
9 REALTY INCOME CORP O 756109104 $865.2M 2.53% 14,142,311 SH
10 ELI LILLY & CO LLY 532457108 $860.4M 2.52% 935,462 SH
11 MASTERCARD INCORPORATED MA 57636Q104 $846.9M 2.48% 1,694,979 SH
12 LINDE PLC LIN G54950103 $842.5M 2.47% 1,699,409 SH
13 KLA CORP KLAC 482480100 $792.7M 2.32% 538,364 SH
14 INTERCONTINENTAL EXCHANGE IN ICE 45866F104 $791.4M 2.32% 5,031,876 SH
15 DANAHER CORP DEL DHR 235851102 $753.6M 2.21% 3,974,829 SH
16 THERMO FISHER SCIENTIFIC INC TMO 883556102 $739.6M 2.17% 1,504,651 SH
17 BANK AMERICA CORP BAC 060505104 $721.9M 2.11% 14,808,834 SH
18 WW GRAINGER INC GWW 384802104 $710.4M 2.08% 651,243 SH
19 BROADCOM INC AVGO 11135F101 $706.2M 2.07% 2,281,563 SH
20 S&P GLOBAL INC SPGI 78409V104 $701.1M 2.05% 1,648,429 SH
21 COSTCO WHOLESALE CORPORATION COST 22160K105 $673.1M 1.97% 675,504 SH
22 STRYKER CORPORATION SYK 863667101 $669.5M 1.96% 2,037,571 SH
23 AUTOZONE INC AZO 053332102 $660.9M 1.94% 195,650 SH
24 HOME DEPOT INC HD 437076102 $645.7M 1.89% 1,963,165 SH
25 FERGUSON ENTERPRISES INC FERG 31488V107 $608.6M 1.78% 2,609,159 SH
26 SYNOPSYS INC SNPS 871607107 $579.0M 1.70% 1,460,418 SH
27 ADVANCED MICRO DEVICES INC AMD 007903107 $550.1M 1.61% 2,703,880 SH
28 MARRIOTT INTL INC NEW MAR 571903202 $519.4M 1.52% 1,588,018 SH
29 BOSTON SCIENTIFIC CORP BSX 101137107 $502.2M 1.47% 8,003,820 SH
30 VULCAN MATLS CO VMC 929160109 $471.3M 1.38% 1,730,891 SH
31 MARSH & MCLENNAN COS INC MRSH 571748102 $383.4M 1.12% 2,210,439 SH
32 PROCTER & GAMBLE CO PG 742718109 $382.3M 1.12% 2,646,954 SH
33 OLD DOMINION FREIGHT LINE IN ODFL 679580100 $376.9M 1.10% 1,928,810 SH
34 SALESFORCE INC CRM 79466L302 $364.0M 1.07% 1,949,698 SH
35 SHERWIN WILLIAMS CO SHW 824348106 $340.9M 1.00% 1,063,432 SH
36 VERISK ANALYTICS INC VRSK 92345Y106 $334.1M 0.98% 1,760,761 SH
37 ORACLE CORP ORCL 68389X105 $315.8M 0.92% 2,146,719 SH
38 BANK NEW YORK MELLON CORP BK 064058100 $273.7M 0.80% 2,307,326 SH
39 BROOKFIELD RENEWABLE CORP BEPC 11285B108 $200.4M 0.59% 5,030,831 SH
40 CBRE GROUP INC CBRE 12504L109 $189.9M 0.56% 1,401,900 SH
41 JPMORGAN CHASE & CO JPM 46625H100 $169.1M 0.50% 574,730 SH
42 VERIZON COMMUNICATIONS INC VZ 92343V104 $159.7M 0.47% 3,182,129 SH
43 CUMMINS INC CMI 231021106 $152.6M 0.45% 283,672 SH
44 CMS ENERGY CORP CMS 125896100 $151.5M 0.44% 1,953,213 SH
45 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $130.8M 0.38% 386,893 SH
46 ASTRAZENECA PLC AZN G0593M107 $126.6M 0.37% 642,138 SH
47 SCHWAB CHARLES CORP SCHW 808513105 $120.7M 0.35% 1,284,730 SH
48 SYSCO CORP SYY 871829107 $112.9M 0.33% 1,582,985 SH
49 CITIGROUP INC C 172967424 $112.2M 0.33% 989,158 SH
50 UNION PAC CORP UNP 907818108 $111.4M 0.33% 459,249 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-12 $34.15B 135 0001172661-26-001730
2025-12-31 2026-02-12 $38.56B 138 0001172661-26-000636
2025-09-30 2025-10-24 $43.27B 147 0001172661-25-004416
2022-06-30 2022-08-05 $41.9M 130 0001172661-22-001728
2022-03-31 2022-05-11 $49.4M 131 0001172661-22-001222
2015-12-31 2016-02-12 $14.9M 89 0001144204-16-081416