# PARNASSUS INVESTMENTS, LLC: Form 13F holdings

An institutional investment manager in San Francisco, CA. SEC CIK 948669.

- Quarter ended: 2026-06-30
- Filed: 2026-07-29
- Reported value: $37.45bn
- Positions: 135 (135 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/948669/000117266126002908/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL A | $1.96bn | 5.2% | 5,491,465 |  | Reduced −953,951 |
| [APPLIED MATLS INC (AMAT)](/companies/amat.md) | COM | $1.83bn | 4.9% | 2,531,747 |  | Reduced −450,483 |
| [MICROSOFT CORP (MSFT)](/companies/msft.md) | COM | $1.75bn | 4.7% | 4,685,346 |  | Added +493,182 |
| [NVIDIA CORPORATION (NVDA)](/companies/nvda.md) | COM | $1.69bn | 4.5% | 8,453,777 |  | Reduced −984,830 |
| [AMAZON COM INC (AMZN)](/companies/amzn.md) | COM | $1.65bn | 4.4% | 6,903,653 |  | Reduced −460,939 |
| [ADVANCED MICRO DEVICES INC (AMD)](/companies/amd.md) | COM | $1.35bn | 3.6% | 2,329,523 |  | Reduced −374,357 |
| [KLA CORP (KLAC)](/companies/klac.md) | COM NEW | $1.33bn | 3.5% | 4,403,071 |  | Added +3,864,707 |
| [APPLE INC (AAPL)](/companies/aapl.md) | COM | $1.25bn | 3.3% | 4,318,250 |  | Reduced −356,505 |
| [WASTE MGMT INC DEL (WM)](/companies/wm.md) | COM | $1.07bn | 2.9% | 4,792,005 |  | Reduced −189,573 |
| [DEERE & CO (DE)](/companies/de.md) | COM | $1.04bn | 2.8% | 1,640,128 |  | Reduced −248,320 |
| LINDE PLC | SHS | $823.2m | 2.2% | 1,586,298 |  | Reduced −113,111 |
| [THERMO FISHER SCIENTIFIC INC (TMO)](/companies/tmo.md) | COM | $822.0m | 2.2% | 1,639,589 |  | Added +134,938 |
| [WW GRAINGER INC (GWW)](/companies/gww.md) | COM | $820.0m | 2.2% | 602,775 |  | Reduced −48,468 |
| [MASTERCARD INCORPORATED (MA)](/companies/ma.md) | CL A | $811.6m | 2.2% | 1,580,278 |  | Reduced −114,701 |
| [BROADCOM INC (AVGO)](/companies/avgo.md) | COM | $799.0m | 2.1% | 2,115,059 |  | Reduced −166,504 |
| [BANK OF AMER CORP (BAC)](/companies/bac.md) | COM | $775.1m | 2.1% | 13,603,761 |  | Reduced −1,205,073 |
| [REALTY INCOME CORP (O)](/companies/o.md) | COM | $721.2m | 1.9% | 11,640,278 |  | Reduced −2,502,033 |
| [DOORDASH INC (DASH)](/companies/dash.md) | CL A | $717.2m | 1.9% | 3,886,505 |  | Added +3,788,964 |
| [DANAHER CORP DEL (DHR)](/companies/dhr.md) | COM | $699.9m | 1.9% | 3,674,207 |  | Reduced −300,622 |
| [FERGUSON ENTERPRISES INC (FERG)](/companies/ferg.md) | COMMON STOCK NEW | $672.5m | 1.8% | 2,833,425 |  | Added +224,266 |
| [HOME DEPOT INC (HD)](/companies/hd.md) | COM | $651.7m | 1.7% | 1,847,853 |  | Reduced −115,312 |
| [ELI LILLY & CO (LLY)](/companies/lly.md) | COM | $630.3m | 1.7% | 525,464 |  | Reduced −409,998 |
| [SYNOPSYS INC (SNPS)](/companies/snps.md) | COM | $628.5m | 1.7% | 1,408,900 |  | Reduced −51,518 |
| [STRYKER CORPORATION (SYK)](/companies/syk.md) | COM | $605.9m | 1.6% | 1,924,514 |  | Reduced −113,057 |
| [S&P GLOBAL INC (SPGI)](/companies/spgi.md) | COM | $598.0m | 1.6% | 1,468,231 |  | Reduced −180,198 |
| [COSTCO WHOLESALE CORPORATION (COST)](/companies/cost.md) | COM | $584.7m | 1.6% | 625,050 |  | Reduced −50,454 |
| [AUTOZONE INC (AZO)](/companies/azo.md) | COM | $579.8m | 1.5% | 181,409 |  | Reduced −14,241 |
| [INTERCONTINENTAL EXCHANGE IN (ICE)](/companies/ice.md) | COM | $573.2m | 1.5% | 4,656,371 |  | Reduced −375,505 |
| [HUBBELL INC (HUBB)](/companies/hubb.md) | COM | $561.2m | 1.5% | 1,072,570 |  | Added +871,351 |
| [VULCAN MATLS CO (VMC)](/companies/vmc.md) | COM | $558.5m | 1.5% | 1,893,294 |  | Added +162,403 |
| [MARRIOTT INTL INC NEW (MAR)](/companies/mar.md) | CL A | $543.6m | 1.5% | 1,466,946 |  | Reduced −121,072 |
| [GE VERNOVA INC (GEV)](/companies/gev.md) | COM | $530.9m | 1.4% | 451,884 |  | Added +446,557 |
| [OLD DOMINION FREIGHT LINE IN (ODFL)](/companies/odfl.md) | COM | $462.7m | 1.2% | 2,136,186 |  | Added +207,376 |
| [SHERWIN WILLIAMS CO (SHW)](/companies/shw.md) | COM | $404.0m | 1.1% | 1,173,201 |  | Added +109,769 |
| [PROCTER & GAMBLE CO (PG)](/companies/pg.md) | COM | $359.0m | 1.0% | 2,448,341 |  | Reduced −198,613 |
| [MARSH & MCLENNAN COS INC (MRSH)](/companies/mrsh.md) | COM | $341.3m | 0.9% | 2,047,623 |  | Reduced −162,816 |
| [ORACLE CORP (ORCL)](/companies/orcl.md) | COM | $304.1m | 0.8% | 2,075,391 |  | Reduced −71,328 |
| [BANK OF NY MELLON CORP (BNY)](/companies/bny.md) | COM | $301.9m | 0.8% | 2,087,849 |  | Reduced −219,477 |
| [BROOKFIELD RENEWABLE CORP (BEPC)](/companies/bepc.md) | CL A EX SUB VTG | $186.7m | 0.5% | 5,028,808 |  | Reduced −2,023 |
| [JPMORGAN CHASE & CO (JPM)](/companies/jpm.md) | COM | $184.2m | 0.5% | 562,698 |  | Reduced −12,032 |
| [CBRE GROUP INC (CBRE)](/companies/cbre.md) | CL A | $175.8m | 0.5% | 1,304,961 |  | Reduced −96,939 |
| [TAIWAN SEMICONDUCTOR MANUFAC (TSM)](/companies/tsm.md) | SPONSORED ADS | $171.8m | 0.5% | 359,694 |  | Reduced −27,199 |
| [CMS ENERGY CORP (CMS)](/companies/cms.md) | COM | $169.8m | 0.5% | 2,219,735 |  | Added +266,522 |
| [MICRON TECHNOLOGY INC (MU)](/companies/mu.md) | COM | $153.2m | 0.4% | 132,681 |  | Reduced −112,697 |
| [COCA COLA CO (KO)](/companies/ko.md) | COM | $149.9m | 0.4% | 1,844,913 |  | New +1,844,913 |
| [CUMMINS INC (CMI)](/companies/cmi.md) | COM | $148.8m | 0.4% | 208,573 |  | Reduced −75,099 |
| [VERIZON COMMUNICATIONS INC (VZ)](/companies/vz.md) | COM | $137.1m | 0.4% | 3,237,229 |  | Added +55,100 |
| [SYSCO CORP (SYY)](/companies/syy.md) | COM | $135.0m | 0.4% | 1,614,798 |  | Added +31,813 |
| [WESTERN DIGITAL CORP (WDC)](/companies/wdc.md) | COM | $126.8m | 0.3% | 198,472 |  | Reduced −198,330 |
| [INTEL CORP (INTC)](/companies/intc.md) | COM | $124.7m | 0.3% | 893,410 |  | Reduced −378,074 |
| [UNION PAC CORP (UNP)](/companies/unp.md) | COM | $122.4m | 0.3% | 449,875 |  | Reduced −9,374 |
| ASTRAZENECA PLC | ORD | $119.3m | 0.3% | 629,158 |  | Reduced −12,980 |
| [SCHWAB CHARLES CORP (SCHW)](/companies/schw.md) | COM | $116.1m | 0.3% | 1,258,426 |  | Reduced −26,304 |
| [CITIGROUP INC (C)](/companies/c.md) | COM NEW | $114.9m | 0.3% | 820,903 |  | Reduced −168,255 |
| [VISA INC (V)](/companies/v.md) | COM CL A | $107.0m | 0.3% | 311,736 |  | Reduced −6,810 |
| [PROGRESSIVE CORP (PGR)](/companies/pgr.md) | COM | $104.1m | 0.3% | 476,316 |  | Added +7,985 |
| [THE CIGNA GROUP (CI)](/companies/ci.md) | COM | $99.3m | 0.3% | 360,366 |  | Added +14,358 |
| [US FOODS HLDG CORP (USFD)](/companies/usfd.md) | COM | $97.4m | 0.3% | 952,964 |  | Added +142,869 |
| WILLIS TOWERS WATSON PLC LTD | SHS | $92.8m | 0.2% | 355,179 |  | Reduced −10,046 |
| [EDWARDS LIFESCIENCES CORP (EW)](/companies/ew.md) | COM | $91.9m | 0.2% | 1,015,630 |  | Added +20,458 |
| [FEDEX CORP (FDX)](/companies/fdx.md) | COM | $89.7m | 0.2% | 286,515 |  | Reduced −6,457 |
| NXP SEMICONDUCTORS N V | COM | $89.4m | 0.2% | 318,004 |  | Reduced −10,315 |
| [WILLIAMS COS INC (WMB)](/companies/wmb.md) | COM | $87.1m | 0.2% | 1,172,235 |  | New +1,172,235 |
| [XYLEM INC (XYL)](/companies/xyl.md) | COM | $81.6m | 0.2% | 690,226 |  | Added +155,102 |
| [UNITEDHEALTH GROUP INC (UNH)](/companies/unh.md) | COM | $81.5m | 0.2% | 196,098 |  | Reduced −4,032 |
| [AGILENT TECHNOLOGIES INC (A)](/companies/a.md) | COM | $80.6m | 0.2% | 607,098 |  | Added +20,409 |
| [LAM RESEARCH CORP (LRCX)](/companies/lrcx.md) | COM NEW | $80.4m | 0.2% | 185,517 |  | Reduced −76,646 |
| [WALMART INC (WMT)](/companies/wmt.md) | COM | $79.8m | 0.2% | 704,428 |  | Reduced −15,985 |
| [STANDARDAERO INC (SARO)](/companies/saro.md) | COM | $79.0m | 0.2% | 2,641,574 |  | Added +14,354 |
| [CME GROUP INC (CME)](/companies/cme.md) | COM | $76.3m | 0.2% | 345,432 |  | Reduced −7,726 |
| [HILTON WORLDWIDE HLDGS INC (HLT)](/companies/hlt.md) | COM | $75.0m | 0.2% | 227,091 |  | Reduced −46,881 |
| [REPUBLIC SVCS INC (RSG)](/companies/rsg.md) | COM | $74.4m | 0.2% | 349,154 |  | Added +51,244 |
| [GUIDEWIRE SOFTWARE INC (GWRE)](/companies/gwre.md) | COM | $73.2m | 0.2% | 594,883 |  | Added +447,540 |
| [DICKS SPORTING GOODS INC (DKS)](/companies/dks.md) | COM | $71.7m | 0.2% | 316,149 |  | Added +28,978 |
| [CBOE GLOBAL MKTS INC (CBOE)](/companies/cboe.md) | COM | $70.8m | 0.2% | 291,825 |  | Reduced −9,251 |
| [TRUIST FINL CORP (TFC)](/companies/tfc.md) | COM | $60.5m | 0.2% | 1,214,009 |  | Reduced −34,028 |
| CNH INDL N V | SHS | $59.6m | 0.2% | 5,309,551 |  | Added +2,444,384 |
| [REGENERON PHARMACEUTICALS (REGN)](/companies/regn.md) | COM | $59.5m | 0.2% | 95,378 |  | Reduced −2,117 |
| [ABBOTT LABORATORIES (ABT)](/companies/abt.md) | COM | $59.0m | 0.2% | 650,628 |  | Added +11,288 |
| [ALLSTATE CORP (ALL)](/companies/all.md) | COM | $55.4m | 0.1% | 232,727 |  | Reduced −7,387 |
| [BERKLEY W R CORP (WRB)](/companies/wrb.md) | COM | $55.0m | 0.1% | 779,771 |  | Reduced −26,332 |
| [D R HORTON INC (DHI)](/companies/dhi.md) | COM | $53.7m | 0.1% | 329,388 |  | Reduced −11,640 |
| [MEDLINE INC (MDLN)](/companies/mdln.md) | COM CL A | $53.6m | 0.1% | 1,357,889 |  | Added +369,746 |
| [OREILLY AUTOMOTIVE INC (ORLY)](/companies/orly.md) | COM | $53.0m | 0.1% | 575,543 |  | Reduced −16,474 |
| [NICE LTD (NICE)](/companies/nice.md) | SPONSORED ADR | $51.5m | 0.1% | 567,137 |  | Added +22,758 |
| [SNOWFLAKE INC (SNOW)](/companies/snow.md) | COM SHS | $50.7m | 0.1% | 199,036 |  | New +199,036 |
| [INGERSOLL RAND INC (IR)](/companies/ir.md) | COM | $50.2m | 0.1% | 611,858 |  | Reduced −19,327 |
| [BOSTON SCIENTIFIC CORP (BSX)](/companies/bsx.md) | COM | $50.1m | 0.1% | 1,174,799 |  | Reduced −6,829,021 |
| ROYAL CARIBBEAN GROUP | COM | $49.0m | 0.1% | 154,455 |  | Reduced −99,809 |
| [ROBINHOOD MKTS INC (HOOD)](/companies/hood.md) | COM CL A | $45.5m | 0.1% | 454,095 |  | Added +278,783 |
| [CHIPOTLE MEXICAN GRILL INC (CMG)](/companies/cmg.md) | COM | $43.7m | 0.1% | 1,286,063 |  | Reduced −542,875 |
| PENTAIR PLC | SHS | $40.6m | 0.1% | 529,474 |  | Reduced −17,829 |
| [AUTODESK INC (ADSK)](/companies/adsk.md) | COM | $40.0m | 0.1% | 205,626 |  | Reduced −5,036 |
| [TERADYNE INC (TER)](/companies/ter.md) | COM | $37.9m | 0.1% | 78,406 |  | Reduced −3,046 |
| [DATADOG INC (DDOG)](/companies/ddog.md) | CL A COM | $33.9m | <0.1% | 130,227 |  | Reduced −3,301 |
| [ROCKWELL AUTOMATION INC (ROK)](/companies/rok.md) | COM | $30.2m | <0.1% | 60,945 |  | Reduced −2,057 |
| [INSULET CORP (PODD)](/companies/podd.md) | COM | $27.1m | <0.1% | 177,819 |  | Added +8,800 |
| [RENTOKIL INITIAL PLC (RTO)](/companies/rto.md) | SPONSORED ADR | $25.8m | <0.1% | 901,334 |  | Added +890,763 |
| [QUANTA SVCS INC (PWR)](/companies/pwr.md) | COM | $25.3m | <0.1% | 35,103 |  | Reduced −10,810 |
| [MONOLITHIC PWR SYS INC (MPWR)](/companies/mpwr.md) | COM | $24.3m | <0.1% | 17,566 |  | Reduced −606 |
| [FEDEX FGHT HLDG CO INC (FDXF)](/companies/fdxf.md) | COMMON STOCK | $23.5m | <0.1% | 155,321 |  | New +155,321 |
| VIKING HOLDINGS LTD | ORD SHS | $22.9m | <0.1% | 218,984 |  | Added +198,754 |
| [CLOUDFLARE INC (NET)](/companies/net.md) | CL A COM | $22.1m | <0.1% | 90,222 |  | Reduced −36,758 |
| [WASTE CONNECTIONS INC (WCN)](/companies/wcn.md) | COM | $22.0m | <0.1% | 131,896 |  | Added +6,103 |
| [COMFORT SYS USA INC (FIX)](/companies/fix.md) | COM | $22.0m | <0.1% | 11,091 |  | New +11,091 |
| [NATERA INC (NTRA)](/companies/ntra.md) | COM | $21.1m | <0.1% | 77,576 |  | Added +2,839 |
| [SANDISK CORP (SNDK)](/companies/sndk.md) | COM | $19.6m | <0.1% | 8,611 |  | Reduced −71,698 |
| TRANE TECHNOLOGIES PLC | SHS | $18.8m | <0.1% | 38,220 |  | Reduced −1,150 |
| [REVOLUTION MEDICINES INC (RVMD)](/companies/rvmd.md) | COM | $18.7m | <0.1% | 99,988 |  | New +99,988 |
| [LUMENTUM HLDGS INC (LITE)](/companies/lite.md) | COM | $18.4m | <0.1% | 21,431 |  | New +21,431 |
| [ASTERA LABS INC (ALAB)](/companies/alab.md) | COM | $18.2m | <0.1% | 37,690 |  | New +37,690 |
| [CADENCE DESIGN SYSTEM INC (CDNS)](/companies/cdns.md) | COM | $17.5m | <0.1% | 46,539 |  | Reduced −1,320 |
| [MERCADOLIBRE INC (MELI)](/companies/meli.md) | COM | $16.6m | <0.1% | 9,789 |  | Reduced −259 |
| [SOMNIGROUP INTERNATIONAL INC (SGI)](/companies/sgi.md) | COM | $16.2m | <0.1% | 206,742 |  | Added +16,742 |
| [IDEXX LABS INC (IDXX)](/companies/idxx.md) | COM | $15.5m | <0.1% | 29,386 |  | Reduced −3,323 |
| [ROCKET LAB CORP (RKLB)](/companies/rklb.md) | COM | $13.9m | <0.1% | 136,873 |  | Added +30,736 |
| ROIVANT SCIENCES LTD | SHS | $13.0m | <0.1% | 367,212 |  | New +367,212 |
| [BUILDERS FIRSTSOURCE INC (BLDR)](/companies/bldr.md) | COM | $13.0m | <0.1% | 144,903 |  | Reduced −4,413 |
| [TWIST BIOSCIENCE CORP (TWST)](/companies/twst.md) | COM | $12.3m | <0.1% | 120,001 |  | New +120,001 |
| [MSCI INC (MSCI)](/companies/msci.md) | COM | $11.7m | <0.1% | 20,884 |  | Reduced −2,998 |
| [PTC INC (PTC)](/companies/ptc.md) | COM | $10.6m | <0.1% | 93,058 |  | Reduced −15,047 |
| [REDDIT INC (RDDT)](/companies/rddt.md) | CL A | $7.7m | <0.1% | 44,308 |  | Added +8,171 |
| [META PLATFORMS INC (META)](/companies/meta.md) | CL A | $5.5m | <0.1% | 9,681 |  | Added +5,794 |
| ASML HLDG NV | N Y REGISTRY SHS | $2.3m | <0.1% | 1,169 |  | Reduced −1,516 |
| [INTUITIVE SURGICAL INC (ISRG)](/companies/isrg.md) | COM NEW | $1.9m | <0.1% | 4,701 |  | Added +183 |
| [APPFOLIO INC (APPF)](/companies/appf.md) | COM CL A | $1.8m | <0.1% | 11,526 |  | Added +822 |
| [NETFLIX INC. (NFLX)](/companies/nflx.md) | COM | $1.7m | <0.1% | 24,236 |  | Reduced −4,426 |
| [SHOPIFY INC (SHOP)](/companies/shop.md) | CL A SUB VTG SHS | $1.4m | <0.1% | 12,157 |  | Added +474 |
| [ARES MANAGEMENT CORPORATION (ARES)](/companies/ares.md) | CL A COM STK | $829.3k | <0.1% | 7,450 |  | Added +22 |
| COCA-COLA EUROPACIFIC PARTNE | SHS | $346.8k | <0.1% | 3,466 |  | Added +27 |
| CRH PLC | ORD | $341.8k | <0.1% | 3,194 |  | Added +25 |
| CHUBB LIMITED | COM | $334.9k | <0.1% | 983 |  | Added +7 |
| [NOVARTIS AG (NVS)](/companies/nvs.md) | SPONSORED ADR | $315.9k | <0.1% | 2,016 |  | Added +17 |
| [ING GROEP N.V. (ING)](/companies/ing.md) | SPONSORED ADR | $312.1k | <0.1% | 9,945 |  | New +9,945 |
| [RELX PLC (RELX)](/companies/relx.md) | SPONSORED ADR | $215.1k | <0.1% | 6,791 |  | Reduced −1,943 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [ALNYLAM PHARMACEUTICALS INC (ALNY)](/companies/alny.md) | COM | $0 | 0.0% | 0 |  | Sold out −48,991 |
| [BILL HOLDINGS INC (BILL)](/companies/bill.md) | COM | $0 | 0.0% | 0 |  | Sold out −1,662,250 |
| [BIO RAD LABS INC (BIO)](/companies/bio.md) | CL A | $0 | 0.0% | 0 |  | Sold out −254,305 |
| [BROADRIDGE FINL SOLUTIONS IN (BR)](/companies/br.md) | COM | $0 | 0.0% | 0 |  | Sold out −258,836 |
| [BROWN & BROWN INC (BRO)](/companies/bro.md) | COM | $0 | 0.0% | 0 |  | Sold out −64,113 |
| [INSMED INC (INSM)](/companies/insm.md) | COM PAR $.01 | $0 | 0.0% | 0 |  | Sold out −69,515 |
| [METTLER TOLEDO INTERNATIONAL (MTD)](/companies/mtd.md) | COM | $0 | 0.0% | 0 |  | Sold out −13,864 |
| [PROCORE TECHNOLOGIES INC (PCOR)](/companies/pcor.md) | COM | $0 | 0.0% | 0 |  | Sold out −282,928 |
| [SALESFORCE INC (CRM)](/companies/crm.md) | COM | $0 | 0.0% | 0 |  | Sold out −1,949,698 |
| [TRANSUNION (TRU)](/companies/tru.md) | COM | $0 | 0.0% | 0 |  | Sold out −890,979 |
| [VERISK ANALYTICS INC (VRSK)](/companies/vrsk.md) | COM | $0 | 0.0% | 0 |  | Sold out −1,760,761 |

Source: SEC EDGAR, Form 13F-HR, accession 0001172661-26-002908. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.