Parnassus Investments 13F, Q1 2026
Parnassus Investments · quarter ending 31 March 2026 · filed 12 May 2026 · SEC CIK 948669
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q1 2026
The 25 largest of 135 positions. Weights are against the whole filed book. Changes are in shares held, against the Q4 2025 filing.
| Company | Ticker | Value | % of book | vs Q4 2025 |
|---|---|---|---|---|
| ALPHABET INC | GOOGL | $1.85B | 5.4% | -7% shares |
| NVIDIA CORPORATION | NVDA | $1.65B | 4.8% | unchanged |
| MICROSOFT CORP | MSFT | $1.55B | 4.5% | -7% shares |
| AMAZON COM INC | AMZN | $1.53B | 4.5% | -7% shares |
| APPLE INC | AAPL | $1.19B | 3.5% | -7% shares |
| WASTE MGMT INC DEL | WM | $1.14B | 3.4% | -6% shares |
| DEERE & CO | DE | $1.06B | 3.1% | -29% shares |
| APPLIED MATLS INC | AMAT | $1.02B | 3.0% | -8% shares |
| REALTY INCOME CORP | O | $865.23M | 2.5% | -6% shares |
| ELI LILLY & CO | LLY | $860.41M | 2.5% | -7% shares |
| MASTERCARD INCORPORATED | MA | $846.91M | 2.5% | -6% shares |
| LINDE PLC | $842.50M | 2.5% | -7% shares | |
| KLA CORP | KLAC | $792.69M | 2.3% | -14% shares |
| INTERCONTINENTAL EXCHANGE IN | ICE | $791.41M | 2.3% | -7% shares |
| DANAHER CORP DEL | DHR | $753.63M | 2.2% | -15% shares |
| THERMO FISHER SCIENTIFIC INC | TMO | $739.58M | 2.2% | -5% shares |
| BANK AMERICA CORP | BAC | $721.93M | 2.1% | -10% shares |
| WW GRAINGER INC | GWW | $710.38M | 2.1% | unchanged |
| BROADCOM INC | AVGO | $706.17M | 2.1% | -7% shares |
| S&P GLOBAL INC | SPGI | $701.14M | 2.0% | -6% shares |
| COSTCO WHOLESALE CORPORATION | COST | $673.09M | 2.0% | unchanged |
| STRYKER CORPORATION | SYK | $669.53M | 2.0% | +5% shares |
| AUTOZONE INC | AZO | $660.86M | 1.9% | -7% shares |
| HOME DEPOT INC | HD | $645.67M | 1.9% | -6% shares |
| FERGUSON ENTERPRISES INC | FERG | $608.61M | 1.8% | unchanged |
What changed since Q4 2025
Against the Q4 2025 filing, Parnassus Investments opened 13 new positions, added to 39, trimmed 48, left 35 unchanged and exited 16. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
New positions
and 5 more
Exited
- WDAYwas $454.65M
- NOWwas $353.09M
- AZNNwas $113.78M
- NVOwas $49.30M
- ROPwas $48.80M
- IQVwas $41.47M
- ALCON AGwas $34.30M
- EFXwas $21.46M
and 8 more
Other quarters
Source: SEC Form 13F-HR, accession 0001172661-26-001730, filed by PARNASSUS INVESTMENTS, LLC. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.