Parnassus Investments, LLC holds a diversified book of 135 stocks worth $37.4B as of Q2 2026 (disclosed Jul 29, 2026, a ~29-day 13F lag). This quarter they opened Coca-Cola Co and trimmed Alphabet Inc-CL A. Their largest long position is Alphabet Inc-CL A at 5% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Parnassus Investments, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 80 / 80 | $2.2T |
| VANGUARD CAPITAL MANAGEMENT LLC | 80 / 80 | $1.7T |
| STATE STREET CORP | 80 / 80 | $1.4T |
| FMR LLC | 80 / 80 | $770.5B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 80 / 80 | $620.4B |
| MORGAN STANLEY | 80 / 80 | $486.2B |
| JPMORGAN CHASE & CO | 80 / 80 | $462.0B |
| PRICE T ROWE ASSOCIATES INC /MD/ | 80 / 80 | $390.4B |
Ranked by the share of each fund's own book sitting in the names it shares with Parnassus Investments, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc CAP STK CL A | $2.0B | 5.49M | 5.2% | ▼−15% Reduced · −954K sh | |
| 2 | Applied Matls Inc COM | $1.8B | 2.53M | 4.9% | ▼−15% Reduced · −450K sh | |
| 3 | Microsoft Corp COM | $1.7B | 4.69M | 4.7% | ▲+12% Added · +493K sh | |
| 4 | Nvidia Corporation COM | $1.7B | 8.45M | 4.5% | ▼−10% Reduced · −985K sh | |
| 5 | Amazon Com Inc COM | $1.6B | 6.90M | 4.4% | ▼−6.3% Reduced · −461K sh | |
| 6 | Advanced Micro Devices Inc COM | $1.4B | 2.33M | 3.6% | ▼−14% Reduced · −374K sh | |
| 7 | Kla Corp COM NEW | $1.3B | 4.40M | 3.5% | ▲+718% Added · +3.9M sh | |
| 8 | Apple Inc COM | $1.2B | 4.32M | 3.3% | ▼−7.6% Reduced · −357K sh | |
| 9 | Waste Mgmt Inc Del COM | $1.1B | 4.79M | 2.9% | ▼−3.8% Reduced · −190K sh | |
| 10 | Deere & Co COM | $1.0B | 1.64M | 2.8% | ▼−13% Reduced · −248K sh | |
| 11 | Linde PLC SHS | $823.2M | 1.59M | 2.2% | ▼−6.7% Reduced · −113K sh | |
| 12 | Thermo Fisher Scientific Inc COM | $822.0M | 1.64M | 2.2% | ▲+9.0% Added · +135K sh | |
| 13 | WW Grainger Inc COM | $820.0M | 602.8K | 2.2% | ▼−7.4% Reduced · −48K sh | |
| 14 | Mastercard Incorporated CL A | $811.6M | 1.58M | 2.2% | ▼−6.8% Reduced · −115K sh | |
| 15 | Broadcom Inc COM | $799.0M | 2.12M | 2.1% | ▼−7.3% Reduced · −167K sh | |
| 16 | Bank Of Amer Corp COM | $775.1M | 13.60M | 2.1% | ▼−8.1% Reduced · −1.2M sh | |
| 17 | Realty Income Corp COM | $721.2M | 11.64M | 1.9% | ▼−18% Reduced · −2.5M sh | |
| 18 | Doordash Inc CL A | $717.2M | 3.89M | 1.9% | ▲40× Added · +3.8M sh | |
| 19 | Danaher Corp Del COM | $699.9M | 3.67M | 1.9% | ▼−7.6% Reduced · −301K sh | |
| 20 | Ferguson Enterprises Inc COMMON STOCK NEW | $672.5M | 2.83M | 1.8% | ▲+8.6% Added · +224K sh | |
| 21 | Home Depot Inc COM | $651.7M | 1.85M | 1.7% | ▼−5.9% Reduced · −115K sh | |
| 22 | Eli Lilly & Co COM | $630.3M | 525.5K | 1.7% | ▼−44% Reduced · −410K sh | |
| 23 | Synopsys Inc COM | $628.5M | 1.41M | 1.7% | ▼−3.5% Reduced · −52K sh | |
| 24 | Stryker Corporation COM | $605.9M | 1.92M | 1.6% | ▼−5.5% Reduced · −113K sh | |
| 25 | S&P Global Inc COM | $598.0M | 1.47M | 1.6% | ▼−11% Reduced · −180K sh | |
| 26 | Costco Wholesale Corporation COM | $584.7M | 625.0K | 1.6% | ▼−7.5% Reduced · −50K sh | |
| 27 | Autozone Inc COM | $579.8M | 181.4K | 1.5% | ▼−7.3% Reduced · −14K sh | |
| 28 | Intercontinental Exchange In COM | $573.2M | 4.66M | 1.5% | ▼−7.5% Reduced · −376K sh | |
| 29 | Hubbell Inc COM | $561.2M | 1.07M | 1.5% | ▲+433% Added · +871K sh | |
| 30 | Vulcan Matls Co COM | $558.5M | 1.89M | 1.5% | ▲+9.4% Added · +162K sh | |
| 31 | Marriott Intl Inc New CL A | $543.6M | 1.47M | 1.5% | ▼−7.6% Reduced · −121K sh | |
| 32 | Ge Vernova Inc COM | $530.9M | 451.9K | 1.4% | ▲85× Added · +447K sh | |
| 33 | Old Dominion Freight Line In COM | $462.7M | 2.14M | 1.2% | ▲+11% Added · +207K sh | |
| 34 | Sherwin Williams Co COM | $404.0M | 1.17M | 1.1% | ▲+10% Added · +110K sh | |
| 35 | Procter & Gamble Co COM | $359.0M | 2.45M | 1.0% | ▼−7.5% Reduced · −199K sh | |
| 36 | Marsh & McLennan Cos Inc COM | $341.3M | 2.05M | 0.9% | ▼−7.4% Reduced · −163K sh | |
| 37 | Oracle Corp COM | $304.1M | 2.08M | 0.8% | ▼−3.3% Reduced · −71K sh | |
| 38 | Bank Of NY Mellon Corp COM | $301.9M | 2.09M | 0.8% | ▼−9.5% Reduced · −219K sh | |
| 39 | Brookfield Renewable Corp CL A EX SUB VTG | $186.7M | 5.03M | 0.5% | ▼~0% Reduced · −2K sh | |
| 40 | JPMorgan Chase & Co COM | $184.2M | 562.7K | 0.5% | ▼−2.1% Reduced · −12K sh | |
| 41 | Cbre Group Inc CL A | $175.8M | 1.30M | 0.5% | ▼−6.9% Reduced · −97K sh | |
| 42 | Taiwan Semiconductor Manufac SPONSORED ADS | $171.8M | 359.7K | 0.5% | ▼−7.0% Reduced · −27K sh | |
| 43 | CMS Energy Corp COM | $169.8M | 2.22M | 0.5% | ▲+14% Added · +267K sh | |
| 44 | Micron Technology Inc COM | $153.2M | 132.7K | 0.4% | ▼−46% Reduced · −113K sh | |
| 45 | Coca Cola Co COM | $149.9M | 1.84M | 0.4% | ▲New New position | |
| 46 | Cummins Inc COM | $148.8M | 208.6K | 0.4% | ▼−26% Reduced · −75K sh | |
| 47 | Verizon Communications Inc COM | $137.1M | 3.24M | 0.4% | ▲+1.7% Added · +55K sh | |
| 48 | Sysco Corp COM | $135.0M | 1.61M | 0.4% | ▲+2.0% Added · +32K sh | |
| 49 | Western Digital Corp COM | $126.8M | 198.5K | 0.3% | ▼−50% Reduced · −198K sh | |
| 50 | Intel Corp COM | $124.7M | 893.4K | 0.3% | ▼−30% Reduced · −378K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/948669/holdings"
Use Arkolith to show PARNASSUS INVESTMENTS, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 135 | $37.4B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 12, 2026 | 135 | $34.1B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 12, 2026 | 138 | $38.6B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 24, 2025 | 147 | $43.3B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 6, 2025 | 148 | $43.4B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 135 | $41.6B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 10, 2025 | 126 | $45.0B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 8, 2024 | 126 | $47.1B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 6, 2024 | 129 | $45.9B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 9, 2024 | 136 | $46.8B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 12, 2024 | 130 | $45.0B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 8, 2023 | 139 | $40.9B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 31, 2023 | 134 | $43.1B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 1, 2023 | 137 | $40.3B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Jan 30, 2023 | 137 | $40.3B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 128 | $38.4B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 5, 2022 | 130 | $41.9B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 11, 2022 | 131 | $49.4B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 11, 2022 | 131 | $52.1B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 16, 2021 | 131 | $47.4B | 13F-HR/A |
| Q2 2021 | Jun 30, 2021 | Aug 5, 2021 | 127 | $45.9B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 6, 2021 | 128 | $41.2B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 10, 2021 | 114 | $36.9B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.