Parnassus Investments 13F, Q2 2026
Parnassus Investments · quarter ending 30 June 2026 · filed 29 July 2026 · SEC CIK 948669
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q2 2026
The 25 largest of 135 positions. Weights are against the whole filed book. Changes are in shares held, against the Q1 2026 filing.
| Company | Ticker | Value | % of book | vs Q1 2026 |
|---|---|---|---|---|
| ALPHABET INC | GOOGL | $1.96B | 5.2% | -15% shares |
| APPLIED MATLS INC | AMAT | $1.83B | 4.9% | -15% shares |
| MICROSOFT CORP | MSFT | $1.75B | 4.7% | +12% shares |
| NVIDIA CORPORATION | NVDA | $1.69B | 4.5% | -10% shares |
| AMAZON COM INC | AMZN | $1.65B | 4.4% | -6% shares |
| ADVANCED MICRO DEVICES INC | AMD | $1.35B | 3.6% | -14% shares |
| KLA CORP | KLAC | $1.33B | 3.5% | +718% shares |
| APPLE INC | AAPL | $1.25B | 3.3% | -8% shares |
| WASTE MGMT INC DEL | WM | $1.07B | 2.9% | -4% shares |
| DEERE & CO | DE | $1.04B | 2.8% | -13% shares |
| LINDE PLC | $823.19M | 2.2% | -7% shares | |
| THERMO FISHER SCIENTIFIC INC | TMO | $822.02M | 2.2% | +9% shares |
| WW GRAINGER INC | GWW | $820.02M | 2.2% | -7% shares |
| MASTERCARD INCORPORATED | MA | $811.63M | 2.2% | -7% shares |
| BROADCOM INC | AVGO | $798.96M | 2.1% | -7% shares |
| BANK OF AMER CORP | BAC | $775.14M | 2.1% | -8% shares |
| REALTY INCOME CORP | O | $721.23M | 1.9% | -18% shares |
| DOORDASH INC | DASH | $717.18M | 1.9% | +3885% shares |
| DANAHER CORP DEL | DHR | $699.86M | 1.9% | -8% shares |
| FERGUSON ENTERPRISES INC | FERG | $672.46M | 1.8% | +9% shares |
| HOME DEPOT INC | HD | $651.70M | 1.7% | -6% shares |
| ELI LILLY & CO | LLY | $630.26M | 1.7% | -44% shares |
| SYNOPSYS INC | SNPS | $628.47M | 1.7% | -4% shares |
| STRYKER CORPORATION | SYK | $605.91M | 1.6% | -6% shares |
| S&P GLOBAL INC | SPGI | $597.95M | 1.6% | -11% shares |
What changed since Q1 2026
Against the Q1 2026 filing, Parnassus Investments opened 11 new positions, added to 36, trimmed 78, left 10 unchanged and exited 11. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
New positions
- KO$149.94M
- WMB$87.14M
- SNOW$50.65M
- FEDEX FGHT HLDG CO INC$23.45M
- FIX$21.98M
- RVMD$18.73M
- LITE$18.39M
- ALAB$18.21M
and 3 more
Exited
- CRMwas $363.95M
- VRSKwas $334.10M
- BIOwas $70.89M
- BILLwas $63.66M
- TRUwas $61.65M
- BRwas $42.06M
- MTDwas $17.49M
- ALNYwas $16.21M
and 3 more
Other quarters
Source: SEC Form 13F-HR, accession 0001172661-26-002908, 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.