PARNASSUS INVESTMENTS, LLC

CIK 0000948669 • 6 13F filings • May 15, 2025 – Jul 29, 2026

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Filer information

Filed by: PARNASSUS INVESTMENTS, LLC, Chief Financial Officer
Address: 1 Market Street #1600, San Francisco, CA, 94105
Phone: 415-778-0200
AUM: $38.56B

AUM over time

$37.45B latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsOther

Holdings by filing

Portfolio value: $38.56B138 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$77.2M	0.2%Prev: 0.2%	616,351 SH	Increased+91,897 SH
ADVANCED MICRO DEVICES INC	COM	$527.5M	1.4%Prev: 1.1%	2,463,159 SH	Increased-457,832 SH
AGILENT TECHNOLOGIES INC	COM	$79.0M	0.2%Prev: 0.1%	580,939 SH	Increased+120,483 SH
ALCON AG	ORD SHS	$34.3M	0.1%Prev: 0.1%	435,222 SH	Decreased-174,388 SH
ALLSTATE CORP	COM	$41.9M	0.1%Prev: 0.1%	201,460 SH	Decreased-17,066 SH
ALNYLAM PHARMACEUTICALS INC	COM	$17.7M	0.0%Prev: 0.0%	44,560 SH	Increased+7,546 SH
ALPHABET INC	CAP STK CL A	$2.16B	5.6%Prev: 5.1%	6,901,505 SH	Decreased-2,239,006 SH
AMAZON COM INC	COM	$1.82B	4.7%Prev: 5.1%	7,887,228 SH	Decreased-2,082,896 SH
APPFOLIO INC	COM CL A	$2.0M	0.0%Prev: 0.0%	8,438 SH	Decreased+1,050 SH
APPLE INC	COM	$1.37B	3.6%Prev: 2.1%	5,049,172 SH	Increased+1,518,322 SH
APPLIED MATLS INC	COM	$829.3M	2.2%Prev: 1.8%	3,227,145 SH	Increased-534,040 SH
ARCH CAP GROUP LTD	ORD	$218K	0.0%Prev: 0.0%	2,268 SH	Decreased-219 SH
ARES MANAGEMENT CORPORATION	CL A COM STK	$65.1M	0.2%Prev: 0.2%	402,561 SH	Decreased-7,539 SH
ASML HOLDING N V	N Y REGISTRY SHS	$2.5M	0.0%Prev: 0.0%	2,358 SH	Increased+216 SH
ASTRAZENECA PLC	SPONSORED ADR	$113.8M	0.3%Prev: 0.2%	1,237,719 SH	Increased-55,285 SH
ATLASSIAN CORPORATION	CL A	$887K	0.0%Prev: 0.1%	5,473 SH	Decreased-290,436 SH
AUTODESK INC	COM	$84.1M	0.2%Prev: 0.2%	283,980 SH	Decreased-20,663 SH
AUTOZONE INC	COM	$716.7M	1.9%Prev: 2.5%	211,328 SH	Decreased-39,613 SH
BANK AMERICA CORP	COM	$906.3M	2.4%Prev: 2.3%	16,477,774 SH	Decreased-2,780,853 SH
BANK NEW YORK MELLON CORP	COM	$273.9M	0.7%Prev: 0.6%	2,359,440 SH	Increased-145,919 SH
BERKLEY W R CORP	COM	$55.7M	0.1%Prev: 0.2%	793,698 SH	Decreased-67,068 SH
BILL HOLDINGS INC	COM	$79.8M	0.2%Prev: 0.1%	1,463,791 SH	Increased+558,206 SH
BIO RAD LABS INC	CL A	$76.4M	0.2%Prev: 0.2%	252,140 SH	Decreased-63,188 SH
BOOKING HOLDINGS INC	COM	$295K	0.0%Prev: 0.0%	55 SH	Increased+5 SH
BOSTON SCIENTIFIC CORP	COM	$753.2M	2.0%Prev: 1.6%	7,899,240 SH	Increased+1,014,800 SH
BROADCOM INC	COM	$851.9M	2.2%Prev: 1.9%	2,461,410 SH	Increased-56,781 SH
BROADRIDGE FINL SOLUTIONS IN	COM	$81.4M	0.2%Prev: 0.2%	364,623 SH	Decreased-15,750 SH
BROOKFIELD RENEWABLE CORP	CL A EX SUB VTG	$193.0M	0.5%Prev: 0.4%	5,032,949 SH	Increased-304,681 SH
BROWN & BROWN INC	COM	$494.5M	1.3%Prev: 1.5%	6,204,729 SH	Decreased-630,126 SH
CADENCE DESIGN SYSTEM INC	COM	$15.4M	0.0%Prev: 0.0%	49,244 SH	Decreased-1,520 SH
CBOE GLOBAL MKTS INC	COM	$79.3M	0.2%Prev: 0.2%	316,018 SH	Decreased-26,733 SH
CBRE GROUP INC	CL A	$272.4M	0.7%Prev: 0.7%	1,694,034 SH	Decreased-101,494 SH
CHIPOTLE MEXICAN GRILL INC	COM	$67.9M	0.2%Prev: 0.0%	1,834,533 SH	Increased+1,384,178 SH
CITIGROUP INC	COM NEW	$115.4M	0.3%Prev: 0.2%	989,173 SH	Increased-45,769 SH
CLOUDFLARE INC	CL A COM	$25.0M	0.1%Prev: 0.1%	126,935 SH	Decreased-2,634 SH
CME GROUP INC	COM	$96.5M	0.3%Prev: 0.2%	353,308 SH	Increased+6,564 SH
CMS ENERGY CORP	COM	$103.0M	0.3%	1,472,659 SH	New
CNH INDL N V	SHS	$198K	0.0%Prev: 0.0%	21,529 SH	Decreased+1,355 SH
COCA-COLA EUROPACIFIC PARTNE	SHS	$284K	0.0%Prev: 0.0%	3,133 SH	Increased+249 SH
COSTAR GROUP INC	COM	$18.3M	0.0%Prev: 0.1%	272,688 SH	Decreased-364,286 SH
COSTCO WHSL CORP NEW	COM	$571.3M	1.5%Prev: 0.9%	662,447 SH	Increased+242,009 SH
CRH PLC	ORD	$354K	0.0%Prev: 0.0%	2,834 SH	Increased+242 SH
CUMMINS INC	COM	$142.9M	0.4%Prev: 0.3%	280,004 SH	Increased-11,487 SH
D R HORTON INC	COM	$51.6M	0.1%Prev: 0.2%	357,953 SH	Decreased-30,382 SH
DANAHER CORPORATION	COM	$1.07B	2.8%Prev: 2.8%	4,664,560 SH	Decreased-1,506,544 SH
DATADOG INC	CL A COM	$24.1M	0.1%Prev: 0.1%	177,245 SH	Decreased-4,280 SH
DEERE & CO	COM	$1.23B	3.2%Prev: 3.3%	2,642,017 SH	Decreased-451,317 SH
DOORDASH INC	CL A	$10.2M	0.0%Prev: 0.0%	44,948 SH	Increased+38,394 SH
EDWARDS LIFESCIENCES CORP	COM	$50.0M	0.1%Prev: 0.1%	586,760 SH	Increased+111,843 SH
ELI LILLY & CO	COM	$1.09B	2.8%Prev: 1.1%	1,010,392 SH	Increased+382,112 SH
EQUIFAX INC	COM	$21.5M	0.1%Prev: 1.0%	98,891 SH	Decreased-1,654,544 SH
FEDEX CORP	COM	$85.2M	0.2%Prev: 0.2%	295,041 SH	Increased-12,501 SH
FERGUSON ENTERPRISES INC	COMMON STOCK NEW	$571.1M	1.5%Prev: 1.6%	2,565,454 SH	Decreased-460,205 SH
FULL TRUCK ALLIANCE CO LTD	SPONSORED ADS	$248K	0.0%Prev: 0.0%	23,076 SH	Decreased+1,529 SH
GE VERNOVA INC	COM	$2.1M	0.0%Prev: 0.0%	3,277 SH	Increased+404 SH
GUIDEWIRE SOFTWARE INC	COM	$20.0M	0.1%Prev: 0.1%	99,502 SH	Decreased-125,780 SH
HILTON WORLDWIDE HLDGS INC	COM	$81.9M	0.2%Prev: 0.2%	285,163 SH	Increased-17,719 SH
HOME DEPOT INC	COM	$715.9M	1.9%Prev: 0.2%	2,080,538 SH	Increased+1,824,409 SH
HUBBELL INC	COM	$86.6M	0.2%Prev: 0.1%	194,948 SH	Increased+54,263 SH
IDEXX LABS INC	COM	$22.8M	0.1%Prev: 0.0%	33,651 SH	Increased+774 SH
INGERSOLL RAND INC	COM	$49.2M	0.1%	620,664 SH	New
INSMED INC	COM PAR $.01	$9.0M	0.0%Prev: 0.0%	51,643 SH	Increased+42,916 SH
INSULET CORP	COM	$47.4M	0.1%Prev: 0.1%	166,904 SH	Increased+16,205 SH
INTEL CORP	COM	$46.2M	0.1%Prev: 0.1%	1,251,981 SH	Decreased-393,142 SH
INTERCONTINENTAL EXCHANGE IN	COM	$880.5M	2.3%Prev: 2.5%	5,436,265 SH	Decreased-1,060,710 SH
INTUITIVE SURGICAL INC	COM NEW	$1.7M	0.0%Prev: 0.0%	3,087 SH	Increased+298 SH
IQVIA HLDGS INC	COM	$41.5M	0.1%Prev: 0.1%	183,977 SH	Increased-15,575 SH
JPMORGAN CHASE & CO.	COM	$161.4M	0.4%Prev: 0.4%	500,909 SH	Decreased-22,749 SH
KLA CORP	COM NEW	$757.8M	2.0%Prev: 1.8%	623,664 SH	Decreased-96,794 SH
LAM RESEARCH CORP	COM NEW	$110.6M	0.3%Prev: 0.2%	645,926 SH	Increased-54,789 SH
LINDE PLC	SHS	$775.5M	2.0%Prev: 2.3%	1,818,692 SH	Decreased-278,093 SH
MARRIOTT INTL INC NEW	CL A	$484.5M	1.3%Prev: 1.1%	1,561,579 SH	Increased-292,937 SH
MARSH & MCLENNAN COS INC	COM	$403.3M	1.0%Prev: 1.2%	2,173,621 SH	Decreased-413,083 SH
MASTERCARD INCORPORATED	CL A	$1.03B	2.7%Prev: 2.8%	1,809,280 SH	Decreased-313,779 SH
MERCADOLIBRE INC	COM	$20.0M	0.1%Prev: 0.1%	9,905 SH	Decreased-103 SH
METTLER TOLEDO INTERNATIONAL	COM	$19.3M	0.0%Prev: 0.0%	13,822 SH	Increased+287 SH
MICRON TECHNOLOGY INC	COM	$84.1M	0.2%Prev: 0.1%	294,810 SH	Increased-63,400 SH
MICROSOFT CORP	COM	$2.18B	5.7%Prev: 5.6%	4,505,495 SH	Decreased-184,930 SH
MONOLITHIC PWR SYS INC	COM	$24.1M	0.1%Prev: 0.1%	26,590 SH	Decreased-821 SH
MSCI INC	COM	$13.5M	0.0%Prev: 0.0%	23,467 SH	Increased+1,725 SH
NATERA INC	COM	$16.2M	0.0%Prev: 0.0%	70,828 SH	Increased+2,592 SH
NETFLIX INC	COM	$1.8M	0.0%Prev: 0.0%	19,417 SH	Increased+18,043 SH
NICE LTD	SPONSORED ADR	$59.3M	0.2%Prev: 0.2%	524,909 SH	Decreased+56,003 SH
NOVO-NORDISK A S	ADR	$49.3M	0.1%Prev: 0.1%	969,015 SH	Decreased-44,669 SH
NVIDIA CORPORATION	COM	$1.79B	4.6%Prev: 5.3%	9,600,898 SH	Decreased-2,785,441 SH
NXP SEMICONDUCTORS N V	COM	$50.3M	0.1%Prev: 0.1%	231,599 SH	Increased+70,522 SH
OLD DOMINION FREIGHT LINE IN	COM	$60.1M	0.2%Prev: 0.1%	383,487 SH	Increased+205,910 SH
ORACLE CORP	COM	$408.9M	1.1%Prev: 1.6%	2,097,860 SH	Decreased-302,572 SH
OREILLY AUTOMOTIVE INC	COM	$56.5M	0.1%Prev: 0.2%	619,351 SH	Decreased-47,023 SH
PENTAIR PLC	SHS	$47.5M	0.1%Prev: 0.1%	456,104 SH	Increased+29,198 SH
POOL CORP	COM	$13.1M	0.0%Prev: 0.1%	57,094 SH	Decreased-134,700 SH
PROCORE TECHNOLOGIES INC	COM	$16.9M	0.0%Prev: 0.0%	232,594 SH	Increased+91,321 SH
PROCTER AND GAMBLE CO	COM	$373.2M	1.0%Prev: 1.1%	2,604,052 SH	Decreased-565,367 SH
PROGRESSIVE CORP	COM	$103.8M	0.3%Prev: 0.3%	455,850 SH	Decreased+8,775 SH
PTC INC	COM	$18.7M	0.0%Prev: 0.1%	107,537 SH	Decreased-1,771 SH
QUANTA SVCS INC	COM	$20.0M	0.1%	47,313 SH	New
REALTY INCOME CORP	COM	$851.5M	2.2%Prev: 2.5%	15,106,270 SH	Decreased-2,960,333 SH
REGENERON PHARMACEUTICALS	COM	$74.5M	0.2%Prev: 0.1%	96,545 SH	Increased-4,478 SH
RELX PLC	SPONSORED ADR	$374K	0.0%Prev: 0.0%	9,265 SH	Decreased+702 SH
REPUBLIC SVCS INC	COM	$66.3M	0.2%Prev: 0.2%	312,695 SH	Decreased-26,516 SH
ROBINHOOD MKTS INC	COM CL A	$20.4M	0.1%Prev: 0.1%	180,334 SH	Decreased-5,498 SH
ROCKWELL AUTOMATION INC	COM	$25.2M	0.1%Prev: 0.0%	64,815 SH	Increased+4,652 SH
ROPER TECHNOLOGIES INC	COM	$48.8M	0.1%Prev: 0.1%	109,628 SH	Increased+16,188 SH
ROYAL CARIBBEAN GROUP	COM	$22.5M	0.1%Prev: 0.0%	80,810 SH	Increased+21,093 SH
S&P GLOBAL INC	COM	$914.2M	2.4%Prev: 2.3%	1,749,394 SH	Decreased-282,860 SH
SALESFORCE INC	COM	$681.1M	1.8%Prev: 2.0%	2,571,143 SH	Decreased-1,106,930 SH
SANDISK CORP	COM	$44.6M	0.1%Prev: 0.2%	187,772 SH	Decreased-737,495 SH
SCHWAB CHARLES CORP	COM	$129.6M	0.3%Prev: 0.3%	1,296,825 SH	Increased-58,706 SH
SERVICENOW INC	COM	$353.1M	0.9%Prev: 1.4%	2,304,946 SH	Decreased+1,666,680 SH
SHERWIN WILLIAMS CO	COM	$338.4M	0.9%Prev: 1.0%	1,044,274 SH	Decreased-198,785 SH
SPOTIFY TECHNOLOGY S A	SHS	$238K	0.0%Prev: 0.0%	410 SH	Decreased+34 SH
STANDARDAERO INC	COM	$72.0M	0.2%Prev: 0.1%	2,512,169 SH	Increased+1,372,588 SH
STRYKER CORPORATION	COM	$684.5M	1.8%Prev: 1.4%	1,947,575 SH	Increased+366,059 SH
SYNOPSYS INC	COM	$676.8M	1.8%Prev: 1.7%	1,440,874 SH	Decreased-46,081 SH
SYSCO CORP	COM	$118.7M	0.3%Prev: 0.3%	1,611,005 SH	Decreased+15,539 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$114.6M	0.3%Prev: 0.3%	376,999 SH	Increased-15,106 SH
TERADYNE INC	COM	$28.8M	0.1%Prev: 0.1%	148,827 SH	Decreased-81,581 SH
THE CIGNA GROUP	COM	$92.4M	0.2%Prev: 0.2%	335,611 SH	Decreased+8,468 SH
THERMO FISHER SCIENTIFIC INC	COM	$917.3M	2.4%Prev: 2.3%	1,583,105 SH	Decreased-510,516 SH
TRANE TECHNOLOGIES PLC	SHS	$15.8M	0.0%Prev: 0.0%	40,502 SH	Decreased-1,247 SH
TRANSUNION	COM	$76.6M	0.2%Prev: 0.2%	892,724 SH	Decreased-75,587 SH
TRUIST FINL CORP	COM	$64.5M	0.2%Prev: 0.2%	1,309,976 SH	Decreased-111,066 SH
UNION PAC CORP	COM	$108.0M	0.3%Prev: 0.3%	466,778 SH	Decreased-21,144 SH
UNITEDHEALTH GROUP INC	COM	$66.0M	0.2%Prev: 0.2%	199,953 SH	Decreased-8,964 SH
US FOODS HLDG CORP	COM	$60.9M	0.2%Prev: 0.2%	808,109 SH	Decreased-68,582 SH
VERISK ANALYTICS INC	COM	$406.0M	1.1%Prev: 0.9%	1,815,060 SH	Increased+322,345 SH
VERIZON COMMUNICATIONS INC	COM	$125.2M	0.3%Prev: 0.3%	3,073,760 SH	Decreased+33,033 SH
VISA INC	COM CL A	$97.8M	0.3%Prev: 0.2%	278,829 SH	Increased+4,688 SH
VULCAN MATLS CO	COM	$57.8M	0.1%Prev: 0.1%	202,619 SH	Decreased+11,999 SH
WALMART INC	COM	$79.8M	0.2%Prev: 0.2%	716,625 SH	Increased+11,266 SH
WASTE CONNECTIONS INC	COM	$14.3M	0.0%Prev: 0.0%	81,398 SH	Increased+79,904 SH
WASTE MGMT INC DEL	COM	$1.16B	3.0%Prev: 2.9%	5,277,285 SH	Decreased-336,030 SH
WEST PHARMACEUTICAL SVSC INC	COM	$9.5M	0.0%Prev: 0.0%	34,387 SH	Increased+819 SH
WESTERN DIGITAL CORP	COM	$90.2M	0.2%Prev: 0.2%	523,497 SH	Decreased-375,363 SH
WILLIS TOWERS WATSON PLC LTD	SHS	$117.5M	0.3%Prev: 0.3%	357,537 SH	Decreased+5,163 SH
WORKDAY INC	CL A	$454.6M	1.2%Prev: 1.8%	2,116,802 SH	Decreased-1,100,403 SH
WW GRAINGER INC	COM	$646.0M	1.7%	640,162 SH	New
XYLEM INC	COM	$60.6M	0.2%Prev: 0.2%	445,104 SH	Decreased-37,800 SH

Sold (vs prior filing)

APPLOVIN CORP — $16.3M
BALL CORP — $427.1M
BLOCK INC — $8.7M
BUILDERS FIRSTSOURCE INC — $15.3M
COMCAST CORP NEW — $64.3M
FIDELITY NATL INFORMATION SV — $78.4M
FISERV INC — $529.6M
GRAINGER W W INC — $721.2M
MORNINGSTAR INC — $9.9M
SAP SE — $327K
SEA LTD — $520K
SHARKNINJA INC — $8.6M
VERTEX PHARMACEUTICALS INC — $645.6M

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 12, 2026	Q4 2025	13F-HR	0001172661-26-000636	$38.56B	View
Oct 24, 2025	Q3 2025	13F-HR	0001172661-25-004416	$43.27B	View
Jul 29, 2026	Q2 2026