PI
PARNASSUS INVESTMENTS, LLC
PARNASSUS INVESTMENTS, LLC · Investor
1Y performance ⓘ
+11%
AUM (13F)
$34.1B
# of Holdings
135
3Y performance ⓘ
+44%
vs S&P 500 ⓘ
−34%
Updated
Mar 31
PARNASSUS INVESTMENTS, LLC's PARNASSUS INVESTMENTS, LLC holds 135 U.S.-equity positions worth $34.1B (SEC 13F, Q1 2026). Top positions: Alphabet Inc. Class A Common Stock 5.4%, NVIDIA CORP 4.8%, MICROSOFT CORP 4.5%. 13F-replication return is +44% over 3 years (-34 pts vs the S&P 500) — a replicated, non-audited figure.
Holdings
| Stock | % of portfolio | Shares | Value | Latest activity | Avg buy price | Current price | Date |
|---|---|---|---|---|---|---|---|
| GOOGL Alphabet Inc. Class A Common Stock | 5.4% | 6.4M | $1.9B | ▼ 6.6% (−456K) | $106.90 | $344.90 (+223%) | 2026-03-31 |
| NVDA NVIDIA CORP | 4.8% | 9.4M | $1.6B | ▼ 1.7% (−162K) | $36.86 | $230.82 (+526%) | 2026-03-31 |
| MSFT MICROSOFT CORP | 4.5% | 4.2M | $1.6B | ▼ 7.0% (−313K) | $297.81 | $519.35 (+74%) | 2026-03-31 |
| AMZN Amazon.Com Inc | 4.5% | 7.4M | $1.5B | ▼ 6.6% (−523K) | $186.56 | $249.66 (+34%) | 2026-03-31 |
| AAPL Apple Inc. | 3.5% | 4.7M | $1.2B | ▼ 7.4% (−374K) | $201.04 | $332.30 (+65%) | 2026-03-31 |
| WM Waste Management, Inc. | 3.4% | 5.0M | $1.1B | ▼ 5.6% (−296K) | $174.07 | $203.25 (+17%) | 2026-03-31 |
| DE Deere & Company | 3.1% | 1.9M | $1.1B | ▼ 29% (−754K) | $410.45 | $659.27 (+61%) | 2026-03-31 |
| AMAT Applied Materials Inc | 3.0% | 3.0M | $1.0B | ▼ 7.6% (−245K) | $133.84 | $528.75 (+295%) | 2026-03-31 |
| O Realty Income Corporation | 2.5% | 14.1M | $865M | ▼ 6.4% (−964K) | $53.86 | $53.64 (−0%) | 2026-03-31 |
| LLY Eli Lilly & Co. | 2.5% | 935K | $860M | ▼ 7.4% (−75K) | $886.17 | $1,150.39 (+30%) | 2026-03-31 |
| MA Mastercard Incorporated | 2.5% | 1.7M | $847M | ▼ 6.3% (−114K) | $363.41 | $554.07 (+52%) | 2026-03-31 |
| LIN Linde plc Ordinary Share | 2.5% | 1.7M | $842M | ▼ 6.6% (−119K) | $360.59 | $466.11 (+29%) | 2026-03-31 |
| KLAC KLA Corporation Common Stock | 2.3% | 538K | $793M | ▼ 14% (−85K) | $62.72 | $198.82 (+217%) | 2026-03-31 |
| ICE Intercontinental Exchange Inc. | 2.3% | 5.0M | $791M | ▼ 7.4% (−404K) | $110.99 | $152.37 (+37%) | 2026-03-31 |
| DHR Danaher Corporation | 2.2% | 4.0M | $754M | ▼ 15% (−690K) | $222.43 | $219.82 (−1%) | 2026-03-31 |
| TMO Thermo Fisher Scientific, Inc. | 2.2% | 1.5M | $740M | ▼ 5.0% (−78K) | $507.23 | $670.23 (+32%) | 2026-03-31 |
| BAC Bank of America Corporation | 2.1% | 14.8M | $722M | ▼ 10% (−1.7M) | $29.56 | $53.84 (+82%) | 2026-03-31 |
| GWW W.W. Grainger, Inc. | 2.1% | 651K | $710M | ▲ 1.7% (+11K) | $925.74 | $1,248.20 (+35%) | 2026-03-31 |
| AVGO Broadcom Inc. Common Stock | 2.1% | 2.3M | $706M | ▼ 7.3% (−180K) | $138.84 | $352.10 (+154%) | 2026-03-31 |
| SPGI S&P Global Inc. | 2.0% | 1.6M | $701M | ▼ 5.8% (−101K) | $345.83 | $397.18 (+15%) | 2026-03-31 |
| COST Costco Wholesale Corp | 2.0% | 676K | $673M | ▲ 2.0% (+13K) | $637.69 | $905.49 (+42%) | 2026-03-31 |
| SYK Stryker Corporation | 2.0% | 2.0M | $670M | ▲ 4.6% (+90K) | $358.06 | $276.26 (−23%) | 2026-03-31 |
| AZO AutoZone, Inc. | 1.9% | 196K | $661M | ▼ 7.4% (−16K) | $2,626.47 | $2,813.27 (+7%) | 2026-03-31 |
| HD Home Depot, Inc. | 1.9% | 2.0M | $646M | ▼ 5.6% (−117K) | $351.62 | $280.69 (−20%) | 2026-03-31 |
| FERG Ferguson Enterprises Inc. | 1.8% | 2.6M | $609M | ▲ 1.7% (+44K) | $176.92 | $222.41 (+26%) | 2026-03-31 |
| SNPS Synopsys Inc | 1.7% | 1.5M | $579M | ▲ 1.4% (+20K) | $482.11 | $474.75 (−2%) | 2026-03-31 |
| AMD Advanced Micro Devices | 1.6% | 2.7M | $550M | ▲ 9.8% (+241K) | $111.75 | $616.58 (+452%) | 2026-03-31 |
| MAR Marriott International Class A Common Stock | 1.5% | 1.6M | $519M | ▲ 1.7% (+26K) | $198.82 | $356.66 (+79%) | 2026-03-31 |
| BSX Boston Scientific Corp. | 1.5% | 8.0M | $502M | ▲ 1.3% (+105K) | $96.82 | $43.49 (−55%) | 2026-03-31 |
| VMC Vulcan Materials Company(Holding Company) | 1.4% | 1.7M | $471M | ▲ 754% (+1.5M) | $271.13 | $243.05 (−10%) | 2026-03-31 |
| MRSH Marsh | 1.1% | 2.2M | $383M | ▲ 1.7% (+37K) | $173.45 | $170.74 (−2%) | 2026-03-31 |
| PG Procter & Gamble Company | 1.1% | 2.6M | $382M | ▲ 1.6% (+43K) | $148.62 | $144.38 (−3%) | 2026-03-31 |
| ODFL Old Dominion Freight Line | 1.1% | 1.9M | $377M | ▲ 403% (+1.5M) | $190.53 | $173.90 (−9%) | 2026-03-31 |
| CRM Salesforce, Inc. | 1.1% | 1.9M | $364M | ▼ 24% (−621K) | $213.96 | $236.47 (+11%) | 2026-03-31 |
| SHW The Sherwin-Williams Company | 1.0% | 1.1M | $341M | ▲ 1.8% (+19K) | $226.67 | $319.00 (+41%) | 2026-03-31 |
| VRSK Verisk Analytics, Inc. Common Stock | 1.0% | 1.8M | $334M | ▼ 3.0% (−54K) | $209.36 | $170.10 (−19%) | 2026-03-31 |
| ORCL Oracle Corp | 0.9% | 2.1M | $316M | ▲ 2.3% (+49K) | $95.99 | $138.05 (+44%) | 2026-03-31 |
| BNY Bank of New York Mellon Corporation | 0.8% | 2.3M | $274M | ▼ 2.2% (−52K) | $10.23 | $143.79 (+1305%) | 2026-03-31 |
| BEPC Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares | 0.6% | 5.0M | $200M | — | $28.19 | $28.24 (+0%) | 2026-03-31 |
| CBRE CBRE GROUP, INC. | 0.6% | 1.4M | $190M | ▼ 17% (−292K) | $95.47 | $129.57 (+36%) | 2026-03-31 |
| JPM JPMorgan Chase & Co. | 0.5% | 575K | $169M | ▲ 15% (+74K) | $262.89 | $330.16 (+26%) | 2026-03-31 |
| VZ Verizon Communications | 0.5% | 3.2M | $160M | ▲ 3.5% (+108K) | $41.22 | $45.90 (+11%) | 2026-03-31 |
| CMI Cummins Inc. | 0.5% | 284K | $153M | ▲ 1.3% (+4K) | $242.75 | $515.00 (+112%) | 2026-03-31 |
| CMS CMS Energy Corporation | 0.4% | 2.0M | $152M | ▲ 33% (+481K) | $71.81 | $62.65 (−13%) | 2026-03-31 |
| TSM Taiwan Semiconductor Manufac | 0.4% | 387K | $131M | ▲ 2.6% (+10K) | $110.87 | $456.19 (+311%) | 2026-03-31 |
| AZN AstraZeneca PLC | 0.4% | 642K | $127M | NEW (+642K) | $197.22 | $160.71 (−19%) | 2026-03-31 |
| SCHW The Charles Schwab Corporation | 0.3% | 1.3M | $121M | ▼ 0.9% (−12K) | $55.82 | $97.72 (+75%) | 2026-03-31 |
| SYY Sysco Corporation | 0.3% | 1.6M | $113M | ▼ 1.7% (−28K) | $77.28 | $77.48 (+0%) | 2026-03-31 |
| C Citigroup Inc. | 0.3% | 989K | $112M | — | $47.61 | $127.33 (+167%) | 2026-03-31 |
| UNP Union Pacific Corp. | 0.3% | 459K | $111M | ▼ 1.6% (−8K) | $203.99 | $270.33 (+33%) | 2026-03-31 |
Showing top 50 of 135 holdings by value.
FAQ ▾
What are PARNASSUS INVESTMENTS, LLC's largest holdings?
As of the latest 13F: Alphabet Inc. Class A Common Stock 5.4%, NVIDIA CORP 4.8%, MICROSOFT CORP 4.5%, Amazon.Com Inc 4.5%, Apple Inc. 3.5%.
How big is PARNASSUS INVESTMENTS, LLC's 13F portfolio?
$34.1B across 135 disclosed U.S.-equity positions.
What is PARNASSUS INVESTMENTS, LLC's 3-year performance?
+44% (13F-replication, price return), -34 pts vs the S&P 500. Not an audited fund return.
Where does this data come from?
U.S. SEC Form 13F-HR institutional holdings filings.
Sourced from SEC Form 13F-HR filings · Not investment advice ▾
Data as of 2026-03-31 · Methodology
13F-replication (price return, filing-date based) — not an audited fund return.
Published by WealthFile · Not investment advice.
Latest activity = change vs. the prior 13F. Avg buy price = est. entry over the trailing 3 years (gain = vs. latest price). Returns are 13F-replication, not audited fund returns. Sourced from SEC 13F filings.