Filed: 7/29/2026ACC: 0001172661-26-002908
📋 What this filing means
PARNASSUS INVESTMENTS, LLC filed this quarterly 13F‑HR report disclosing 135 equity positions with a total reported market value of $37.45B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
135
Positions
$37.45B
Total AUM (reported)
170.70M
Total Shares
Allocation by class
COM$29.05B77.6%
CL A$2.26B6.0%
CAP STK CL A$1.96B5.2%
COM NEW$1.53B4.1%
SHS$1.05B2.8%
COMMON STOCK NEW$672.46M1.8%
COM CL A$207.89M0.6%
Portfolio Concentration
Top 3$5.54B14.8%
4–10$9.38B25.0%
11–25$10.78B28.8%
Rest$11.75B31.4%
Top 3 weight
14.8%
Top 10 weight
39.8%
Voting Authority Distribution
Total shares with voting rights: 170.70M
Sole
Full voting authority
165.58M
shares
% of voting shares97.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
5.12M
shares
% of voting shares3.0%
Investment Discretion (by position count)
Sole135
Shared0
Other0
Dominant voting typeSole · 97.0% of voting shares
Institutional Holdings135
Rows:
ALPHABET INC
SOLEShares5.49M
TypeSH
Market value$1.96B
5.24%
Sole
5.26M
Shared
0.00
None
233.38K
APPLIED MATLS INC
SOLEShares2.53M
TypeSH
Market value$1.83B
4.89%
Sole
2.42M
Shared
0.00
None
110.47K
MICROSOFT CORP
SOLEShares4.69M
TypeSH
Market value$1.75B
4.67%
Sole
4.49M
Shared
0.00
None
199.95K
NVIDIA CORPORATION
SOLEShares8.45M
TypeSH
Market value$1.69B
4.52%
Sole
8.04M
Shared
0.00
None
409.61K
AMAZON COM INC
SOLEShares6.90M
TypeSH
Market value$1.65B
4.39%
Sole
6.64M
Shared
0.00
None
266.24K
ADVANCED MICRO DEVICES INC
SOLEShares2.33M
TypeSH
Market value$1.35B
3.61%
Sole
2.23M
Shared
0.00
None
101.92K
KLA CORP
SOLEShares4.40M
TypeSH
Market value$1.33B
3.55%
Sole
4.22M
Shared
0.00
None
181.80K
APPLE INC
SOLEShares4.32M
TypeSH
Market value$1.25B
3.34%
Sole
4.11M
Shared
0.00
None
206.27K
WASTE MGMT INC DEL
SOLEShares4.79M
TypeSH
Market value$1.07B
2.85%
Sole
4.60M
Shared
0.00
None
196.64K
DEERE & CO
SOLEShares1.64M
TypeSH
Market value$1.04B
2.78%
Sole
1.57M
Shared
0.00
None
67.61K
LINDE PLC
SOLEShares1.59M
TypeSH
Market value$823.19M
2.20%
Sole
1.52M
Shared
0.00
None
66.37K
THERMO FISHER SCIENTIFIC INC
SOLEShares1.64M
TypeSH
Market value$822.02M
2.20%
Sole
1.57M
Shared
0.00
None
67.74K
WW GRAINGER INC
SOLEShares602.77K
TypeSH
Market value$820.02M
2.19%
Sole
575.26K
Shared
0.00
None
27.52K
MASTERCARD INCORPORATED
SOLEShares1.58M
TypeSH
Market value$811.63M
2.17%
Sole
1.52M
Shared
0.00
None
63.94K
BROADCOM INC
SOLEShares2.12M
TypeSH
Market value$798.96M
2.13%
Sole
2.02M
Shared
0.00
None
94.76K
BANK OF AMER CORP
SOLEShares13.60M
TypeSH
Market value$775.14M
2.07%
Sole
13.06M
Shared
0.00
None
545.61K
REALTY INCOME CORP
SOLEShares11.64M
TypeSH
Market value$721.23M
1.93%
Sole
11.13M
Shared
0.00
None
511.01K
DOORDASH INC
SOLEShares3.89M
TypeSH
Market value$717.18M
1.92%
Sole
3.71M
Shared
0.00
None
181.36K
DANAHER CORP DEL
SOLEShares3.67M
TypeSH
Market value$699.86M
1.87%
Sole
3.50M
Shared
0.00
None
173.48K
FERGUSON ENTERPRISES INC
SOLEShares2.83M
TypeSH
Market value$672.46M
1.80%
Sole
2.71M
Shared
0.00
None
121.80K
HOME DEPOT INC
SOLEShares1.85M
TypeSH
Market value$651.70M
1.74%
Sole
1.78M
Shared
0.00
None
72.32K
ELI LILLY & CO
SOLEShares525.46K
TypeSH
Market value$630.26M
1.68%
Sole
499.61K
Shared
0.00
None
25.86K
SYNOPSYS INC
SOLEShares1.41M
TypeSH
Market value$628.47M
1.68%
Sole
1.35M
Shared
0.00
None
59.97K
STRYKER CORPORATION
SOLEShares1.92M
TypeSH
Market value$605.91M
1.62%
Sole
1.85M
Shared
0.00
None
78.59K
S&P GLOBAL INC
SOLEShares1.47M
TypeSH
Market value$597.95M
1.60%
Sole
1.41M
Shared
0.00
None
59.93K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL A | 5.49M | SH | $1.96B 5.24% | 5.26M | 0.00 | 233.38K |
APPLIED MATLS INCSOLE | COM | 2.53M | SH | $1.83B 4.89% | 2.42M | 0.00 | 110.47K |
MICROSOFT CORPSOLE | COM | 4.69M | SH | $1.75B 4.67% | 4.49M | 0.00 | 199.95K |
NVIDIA CORPORATIONSOLE | COM | 8.45M | SH | $1.69B 4.52% | 8.04M | 0.00 | 409.61K |
AMAZON COM INCSOLE | COM | 6.90M | SH | $1.65B 4.39% | 6.64M | 0.00 | 266.24K |
ADVANCED MICRO DEVICES INCSOLE | COM | 2.33M | SH | $1.35B 3.61% | 2.23M | 0.00 | 101.92K |
KLA CORPSOLE | COM NEW | 4.40M | SH | $1.33B 3.55% | 4.22M | 0.00 | 181.80K |
APPLE INCSOLE | COM | 4.32M | SH | $1.25B 3.34% | 4.11M | 0.00 | 206.27K |
WASTE MGMT INC DELSOLE | COM | 4.79M | SH | $1.07B 2.85% | 4.60M | 0.00 | 196.64K |
DEERE & COSOLE | COM | 1.64M | SH | $1.04B 2.78% | 1.57M | 0.00 | 67.61K |
LINDE PLCSOLE | SHS | 1.59M | SH | $823.19M 2.20% | 1.52M | 0.00 | 66.37K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 1.64M | SH | $822.02M 2.20% | 1.57M | 0.00 | 67.74K |
WW GRAINGER INCSOLE | COM | 602.77K | SH | $820.02M 2.19% | 575.26K | 0.00 | 27.52K |
MASTERCARD INCORPORATEDSOLE | CL A | 1.58M | SH | $811.63M 2.17% | 1.52M | 0.00 | 63.94K |
BROADCOM INCSOLE | COM | 2.12M | SH | $798.96M 2.13% | 2.02M | 0.00 | 94.76K |
BANK OF AMER CORPSOLE | COM | 13.60M | SH | $775.14M 2.07% | 13.06M | 0.00 | 545.61K |
REALTY INCOME CORPSOLE | COM | 11.64M | SH | $721.23M 1.93% | 11.13M | 0.00 | 511.01K |
DOORDASH INCSOLE | CL A | 3.89M | SH | $717.18M 1.92% | 3.71M | 0.00 | 181.36K |
DANAHER CORP DELSOLE | COM | 3.67M | SH | $699.86M 1.87% | 3.50M | 0.00 | 173.48K |
FERGUSON ENTERPRISES INCSOLE | COMMON STOCK NEW | 2.83M | SH | $672.46M 1.80% | 2.71M | 0.00 | 121.80K |
HOME DEPOT INCSOLE | COM | 1.85M | SH | $651.70M 1.74% | 1.78M | 0.00 | 72.32K |
ELI LILLY & COSOLE | COM | 525.46K | SH | $630.26M 1.68% | 499.61K | 0.00 | 25.86K |
SYNOPSYS INCSOLE | COM | 1.41M | SH | $628.47M 1.68% | 1.35M | 0.00 | 59.97K |
STRYKER CORPORATIONSOLE | COM | 1.92M | SH | $605.91M 1.62% | 1.85M | 0.00 | 78.59K |
S&P GLOBAL INCSOLE | COM | 1.47M | SH | $597.95M 1.60% | 1.41M | 0.00 | 59.93K |
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