13F holdings
PARNASSUS INVESTMENTS, LLC portfolio
Managed by . 135 reported positions worth $34.1B as of 2026-03-31, filed with the SEC on 2026-05-12. Parsed from the filing itself, not a reseller.
$34.1B
Book value
135
Positions
37%
Top 10 weight
+13
New this quarter
-16
Exited
134 days
Age today
How old this actually is
Every position on this page is a snapshot of 2026-03-31. It was already 42 days old on 2026-05-12, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
What changed
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
New positions (13)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | $126.6M | 642,138 | 0.37% |
| DKS | DICKS SPORTING GOODS INC | $56.9M | 287,171 | 0.17% |
| MDLN | MEDLINE INC | $44.0M | 988,143 | 0.13% |
| SGI | SOMNIGROUP INTERNATIONAL INC | $14.0M | 190,000 | 0.04% |
| BLDR | BUILDERS FIRSTSOURCE INC | $12.3M | 149,316 | 0.04% |
| RKLB | ROCKET LAB CORP | $6.8M | 106,137 | 0.02% |
| RDDT | REDDIT INC | $4.9M | 36,137 | 0.01% |
| META | META PLATFORMS INC | $2.2M | 3,887 | 0.01% |
| VIK | VIKING HOLDINGS LTD | $1.5M | 20,230 | 0.00% |
| SHOP | SHOPIFY INC | $1.4M | 11,683 | 0.00% |
| RTO | RENTOKIL INITIAL PLC | $332,775 | 10,571 | 0.00% |
| CB | CHUBB LTD SWITZ | $318,108 | 976 | 0.00% |
| NVS | NOVARTIS AG | $305,347 | 1,999 | 0.00% |
Closed out (16)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| WDAY | WORKDAY INC | $454.6M | 2,116,802 | 0.00% |
| NOW | SERVICENOW INC | $353.1M | 2,304,946 | 0.00% |
| AZNN | ASTRAZENECA PLC | $113.8M | 1,237,719 | 0.00% |
| NVO | NOVO-NORDISK A S | $49.3M | 969,015 | 0.00% |
| ROP | ROPER TECHNOLOGIES INC | $48.8M | 109,628 | 0.00% |
| IQV | IQVIA HLDGS INC | $41.5M | 183,977 | 0.00% |
| ALC | ALCON AG | $34.3M | 435,222 | 0.00% |
| EFX | EQUIFAX INC | $21.5M | 98,891 | 0.00% |
| CSGP | COSTAR GROUP INC | $18.3M | 272,688 | 0.00% |
| POOL | POOL CORP | $13.1M | 57,094 | 0.00% |
| WST | WEST PHARMACEUTICAL SVSC INC | $9.5M | 34,387 | 0.00% |
| TEAM | ATLASSIAN CORPORATION | $887,392 | 5,473 | 0.00% |
| BKNG | BOOKING HOLDINGS INC | $294,543 | 55 | 0.00% |
| YMM | FULL TRUCK ALLIANCE CO LTD | $247,605 | 23,076 | 0.00% |
| SPOT | SPOTIFY TECHNOLOGY S A | $238,091 | 410 | 0.00% |
| ACGL | ARCH CAP GROUP LTD | $217,547 | 2,268 | 0.00% |
Added to (55)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| GWW | WW GRAINGER INC | $710.4M | 651,243 | 2.08% | +2% |
| COST | COSTCO WHOLESALE CORPORATION | $673.1M | 675,504 | 1.97% | +2% |
| SYK | STRYKER CORPORATION | $669.5M | 2,037,571 | 1.96% | +5% |
| FERG | FERGUSON ENTERPRISES INC | $608.6M | 2,609,159 | 1.78% | +2% |
| SNPS | SYNOPSYS INC | $579.0M | 1,460,418 | 1.70% | +1% |
| AMD | ADVANCED MICRO DEVICES INC | $550.1M | 2,703,880 | 1.61% | +10% |
| MAR | MARRIOTT INTL INC NEW | $519.4M | 1,588,018 | 1.52% | +2% |
| BSX | BOSTON SCIENTIFIC CORP | $502.2M | 8,003,820 | 1.47% | +1% |
| VMC | VULCAN MATLS CO | $471.3M | 1,730,891 | 1.38% | +754% |
| MRSH | MARSH & MCLENNAN COS INC | $383.4M | 2,210,439 | 1.12% | +2% |
| PG | PROCTER & GAMBLE CO | $382.3M | 2,646,954 | 1.12% | +2% |
| ODFL | OLD DOMINION FREIGHT LINE IN | $376.9M | 1,928,810 | 1.10% | +403% |
| SHW | SHERWIN WILLIAMS CO | $340.9M | 1,063,432 | 1.00% | +2% |
| ORCL | ORACLE CORP | $315.8M | 2,146,719 | 0.92% | +2% |
| JPM | JPMORGAN CHASE & CO | $169.1M | 574,730 | 0.50% | +15% |
Trimmed (51)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| BRO | BROWN & BROWN INC | $4.2M | 64,113 | 0.01% | -99% |
| ARES | ARES MANAGEMENT CORPORATION | $810,395 | 7,428 | 0.00% | -98% |
| LRCX | LAM RESEARCH CORP | $56.0M | 262,163 | 0.16% | -59% |
| SNDK | SANDISK CORP | $51.0M | 80,309 | 0.15% | -57% |
| TER | TERADYNE INC | $24.1M | 81,452 | 0.07% | -45% |
| MPWR | MONOLITHIC PWR SYS INC | $19.9M | 18,172 | 0.06% | -32% |
| BR | BROADRIDGE FINL SOLUTIONS IN | $42.1M | 258,836 | 0.12% | -29% |
| DE | DEERE & CO | $1.1B | 1,888,448 | 3.12% | -29% |
| ADSK | AUTODESK INC | $50.4M | 210,662 | 0.15% | -26% |
| DDOG | DATADOG INC | $15.8M | 133,528 | 0.05% | -25% |
| WDC | WESTERN DIGITAL CORP | $107.3M | 396,802 | 0.31% | -24% |
| CRM | SALESFORCE INC | $364.0M | 1,949,698 | 1.07% | -24% |
| CBRE | CBRE GROUP INC | $189.9M | 1,401,900 | 0.56% | -17% |
| MU | MICRON TECHNOLOGY INC | $82.9M | 245,378 | 0.24% | -17% |
| DHR | DANAHER CORP DEL | $753.6M | 3,974,829 | 2.21% | -15% |
The book
All reported holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | $1.9B | 6,445,416 | 5.43% | — |
| NVDA | NVIDIA CORPORATION | $1.6B | 9,438,607 | 4.82% | — |
| MSFT | MICROSOFT CORP | $1.6B | 4,192,164 | 4.54% | — |
| AMZN | AMAZON COM INC | $1.5B | 7,364,592 | 4.49% | — |
| AAPL | APPLE INC | $1.2B | 4,674,755 | 3.47% | — |
| WM | WASTE MGMT INC DEL | $1.1B | 4,981,578 | 3.35% | — |
| DE | DEERE & CO | $1.1B | 1,888,448 | 3.12% | — |
| AMAT | APPLIED MATLS INC | $1.0B | 2,982,230 | 2.99% | — |
| O | REALTY INCOME CORP | $865.2M | 14,142,311 | 2.53% | — |
| LLY | ELI LILLY & CO | $860.4M | 935,462 | 2.52% | — |
| MA | MASTERCARD INCORPORATED | $846.9M | 1,694,979 | 2.48% | — |
| LIN | LINDE PLC | $842.5M | 1,699,409 | 2.47% | — |
| KLAC | KLA CORP | $792.7M | 538,364 | 2.32% | — |
| ICE | INTERCONTINENTAL EXCHANGE IN | $791.4M | 5,031,876 | 2.32% | — |
| DHR | DANAHER CORP DEL | $753.6M | 3,974,829 | 2.21% | — |
| TMO | THERMO FISHER SCIENTIFIC INC | $739.6M | 1,504,651 | 2.17% | — |
| BAC | BANK AMERICA CORP | $721.9M | 14,808,834 | 2.11% | — |
| GWW | WW GRAINGER INC | $710.4M | 651,243 | 2.08% | — |
| AVGO | BROADCOM INC | $706.2M | 2,281,563 | 2.07% | — |
| SPGI | S&P GLOBAL INC | $701.1M | 1,648,429 | 2.05% | — |
| COST | COSTCO WHOLESALE CORPORATION | $673.1M | 675,504 | 1.97% | — |
| SYK | STRYKER CORPORATION | $669.5M | 2,037,571 | 1.96% | — |
| AZO | AUTOZONE INC | $660.9M | 195,650 | 1.94% | — |
| HD | HOME DEPOT INC | $645.7M | 1,963,165 | 1.89% | — |
| FERG | FERGUSON ENTERPRISES INC | $608.6M | 2,609,159 | 1.78% | — |
| SNPS | SYNOPSYS INC | $579.0M | 1,460,418 | 1.70% | — |
| AMD | ADVANCED MICRO DEVICES INC | $550.1M | 2,703,880 | 1.61% | — |
| MAR | MARRIOTT INTL INC NEW | $519.4M | 1,588,018 | 1.52% | — |
| BSX | BOSTON SCIENTIFIC CORP | $502.2M | 8,003,820 | 1.47% | — |
| VMC | VULCAN MATLS CO | $471.3M | 1,730,891 | 1.38% | — |
| MRSH | MARSH & MCLENNAN COS INC | $383.4M | 2,210,439 | 1.12% | — |
| PG | PROCTER & GAMBLE CO | $382.3M | 2,646,954 | 1.12% | — |
| ODFL | OLD DOMINION FREIGHT LINE IN | $376.9M | 1,928,810 | 1.10% | — |
| CRM | SALESFORCE INC | $364.0M | 1,949,698 | 1.07% | — |
| SHW | SHERWIN WILLIAMS CO | $340.9M | 1,063,432 | 1.00% | — |
| VRSK | VERISK ANALYTICS INC | $334.1M | 1,760,761 | 0.98% | — |
| ORCL | ORACLE CORP | $315.8M | 2,146,719 | 0.92% | — |
| BNY | BANK NEW YORK MELLON CORP | $273.7M | 2,307,326 | 0.80% | — |
| BEPC | BROOKFIELD RENEWABLE CORP | $200.4M | 5,030,831 | 0.59% | — |
| CBRE | CBRE GROUP INC | $189.9M | 1,401,900 | 0.56% | — |
| JPM | JPMORGAN CHASE & CO | $169.1M | 574,730 | 0.50% | — |
| VZ | VERIZON COMMUNICATIONS INC | $159.7M | 3,182,129 | 0.47% | — |
| CMI | CUMMINS INC | $152.6M | 283,672 | 0.45% | — |
| CMS | CMS ENERGY CORP | $151.5M | 1,953,213 | 0.44% | — |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $130.8M | 386,893 | 0.38% | — |
| AZN | ASTRAZENECA PLC | $126.6M | 642,138 | 0.37% | — |
| SCHW | SCHWAB CHARLES CORP | $120.7M | 1,284,730 | 0.35% | — |
| SYY | SYSCO CORP | $112.9M | 1,582,985 | 0.33% | — |
| C | CITIGROUP INC | $112.2M | 989,158 | 0.33% | — |
| UNP | UNION PAC CORP | $111.4M | 459,249 | 0.33% | — |
| WDC | WESTERN DIGITAL CORP | $107.3M | 396,802 | 0.31% | — |
| WTW | WILLIS TOWERS WATSON PLC LTD | $106.2M | 365,225 | 0.31% | — |
| FDX | FEDEX CORP | $104.4M | 292,972 | 0.31% | — |
| CME | CME GROUP INC | $104.3M | 353,158 | 0.31% | — |
| HUBB | HUBBELL INC | $98.7M | 201,219 | 0.29% | — |
| V | VISA INC | $96.3M | 318,546 | 0.28% | — |
| PGR | PROGRESSIVE CORP | $92.8M | 468,331 | 0.27% | — |
| CI | THE CIGNA GROUP | $92.3M | 346,008 | 0.27% | — |
| WMT | WALMART INC | $89.5M | 720,413 | 0.26% | — |
| CBOE | CBOE GLOBAL MKTS INC | $84.6M | 301,076 | 0.25% | — |
| HLT | HILTON WORLDWIDE HLDGS INC | $83.3M | 273,972 | 0.24% | — |
| MU | MICRON TECHNOLOGY INC | $82.9M | 245,378 | 0.24% | — |
| EW | EDWARDS LIFESCIENCES CORP | $79.7M | 995,172 | 0.23% | — |
| REGN | REGENERON PHARMACEUTICALS | $75.3M | 97,495 | 0.22% | — |
| USFD | US FOODS HLDG CORP | $74.7M | 810,095 | 0.22% | — |
| BIO | BIO RAD LABS INC | $70.9M | 254,305 | 0.21% | — |
| ROYAL CARIBBEAN GROUP | ROYAL CARIBBEAN GROUP | $70.0M | 254,264 | 0.20% | — |
| SARO | STANDARDAERO INC | $67.9M | 2,627,220 | 0.20% | — |
| A | AGILENT TECHNOLOGIES INC | $66.9M | 586,689 | 0.20% | — |
| ABT | ABBOTT LABORATORIES | $65.6M | 639,340 | 0.19% | — |
| RSG | REPUBLIC SVCS INC | $65.2M | 297,910 | 0.19% | — |
| NXPI | NXP SEMICONDUCTORS N V | $64.6M | 328,319 | 0.19% | — |
| XYL | XYLEM INC | $63.9M | 535,124 | 0.19% | — |
| BILL | BILL HOLDINGS INC | $63.7M | 1,662,250 | 0.19% | — |
| TRU | TRANSUNION | $61.6M | 890,979 | 0.18% | — |
| NICE | NICE LTD | $60.0M | 544,379 | 0.18% | — |
| CMG | CHIPOTLE MEXICAN GRILL INC | $58.5M | 1,828,938 | 0.17% | — |
| TFC | TRUIST FINL CORP | $57.4M | 1,248,037 | 0.17% | — |
| DKS | DICKS SPORTING GOODS INC | $56.9M | 287,171 | 0.17% | — |
| INTC | INTEL CORP | $56.1M | 1,271,484 | 0.16% | — |
| LRCX | LAM RESEARCH CORP | $56.0M | 262,163 | 0.16% | — |
| ORLY | OREILLY AUTOMOTIVE INC | $54.6M | 592,017 | 0.16% | — |
| UNH | UNITEDHEALTH GROUP INC | $54.2M | 200,130 | 0.16% | — |
| WRB | BERKLEY W R CORP | $53.4M | 806,103 | 0.16% | — |
| SNDK | SANDISK CORP | $51.0M | 80,309 | 0.15% | — |
| IR | INGERSOLL RAND INC | $50.6M | 631,185 | 0.15% | — |
| ADSK | AUTODESK INC | $50.4M | 210,662 | 0.15% | — |
| ALL | ALLSTATE CORP | $49.8M | 240,114 | 0.15% | — |
| PNR | PENTAIR PLC | $47.7M | 547,303 | 0.14% | — |
| DHI | D R HORTON INC | $46.8M | 341,028 | 0.14% | — |
| MDLN | MEDLINE INC | $44.0M | 988,143 | 0.13% | — |
| BR | BROADRIDGE FINL SOLUTIONS IN | $42.1M | 258,836 | 0.12% | — |
| PODD | INSULET CORP | $35.5M | 169,019 | 0.10% | — |
| CNH | CNH INDL N V | $31.5M | 2,865,167 | 0.09% | — |
| NET | CLOUDFLARE INC | $26.2M | 126,980 | 0.08% | — |
| PWR | QUANTA SVCS INC | $25.2M | 45,913 | 0.07% | — |
| TER | TERADYNE INC | $24.1M | 81,452 | 0.07% | — |
| ROK | ROCKWELL AUTOMATION INC | $22.6M | 63,002 | 0.07% | — |
| GWRE | GUIDEWIRE SOFTWARE INC | $22.0M | 147,343 | 0.06% | — |
| WCN | WASTE CONNECTIONS INC | $20.4M | 125,793 | 0.06% | — |
| MPWR | MONOLITHIC PWR SYS INC | $19.9M | 18,172 | 0.06% | — |
| IDXX | IDEXX LABS INC | $18.4M | 32,709 | 0.05% | — |
| MTD | METTLER TOLEDO INTERNATIONAL | $17.5M | 13,864 | 0.05% | — |
| MELI | MERCADOLIBRE INC | $17.4M | 10,048 | 0.05% | — |
| TT | TRANE TECHNOLOGIES PLC | $16.4M | 39,370 | 0.05% | — |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $16.2M | 48,991 | 0.05% | — |
| PCOR | PROCORE TECHNOLOGIES INC | $16.1M | 282,928 | 0.05% | — |
| DDOG | DATADOG INC | $15.8M | 133,528 | 0.05% | — |
| PTC | PTC INC | $15.4M | 108,105 | 0.05% | — |
| NTRA | NATERA INC | $14.9M | 74,737 | 0.04% | — |
| DASH | DOORDASH INC | $14.6M | 97,541 | 0.04% | — |
| SGI | SOMNIGROUP INTERNATIONAL INC | $14.0M | 190,000 | 0.04% | — |
| CDNS | CADENCE DESIGN SYSTEM INC | $13.3M | 47,859 | 0.04% | — |
| MSCI | MSCI INC | $12.9M | 23,882 | 0.04% | — |
| BLDR | BUILDERS FIRSTSOURCE INC | $12.3M | 149,316 | 0.04% | — |
| HOOD | ROBINHOOD MKTS INC | $12.1M | 175,312 | 0.04% | — |
| INSM | INSMED INC | $11.4M | 69,515 | 0.03% | — |
| RKLB | ROCKET LAB CORP | $6.8M | 106,137 | 0.02% | — |
| RDDT | REDDIT INC | $4.9M | 36,137 | 0.01% | — |
| GEV | GE VERNOVA INC | $4.6M | 5,327 | 0.01% | — |
| BRO | BROWN & BROWN INC | $4.2M | 64,113 | 0.01% | — |
| ASML | ASML HLDG NV | $3.5M | 2,685 | 0.01% | — |
| NFLX | NETFLIX INC. | $2.8M | 28,662 | 0.01% | — |
| META | META PLATFORMS INC | $2.2M | 3,887 | 0.01% | — |
| ISRG | INTUITIVE SURGICAL INC | $2.1M | 4,518 | 0.01% | — |
| APPF | APPFOLIO INC | $1.7M | 10,704 | 0.00% | — |
| VIK | VIKING HOLDINGS LTD | $1.5M | 20,230 | 0.00% | — |
| SHOP | SHOPIFY INC | $1.4M | 11,683 | 0.00% | — |
| ARES | ARES MANAGEMENT CORPORATION | $810,395 | 7,428 | 0.00% | — |
| CRH | CRH PLC | $333,125 | 3,169 | 0.00% | — |
| RTO | RENTOKIL INITIAL PLC | $332,775 | 10,571 | 0.00% | — |
| CB | CHUBB LTD SWITZ | $318,108 | 976 | 0.00% | — |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $311,814 | 3,439 | 0.00% | — |
| NVS | NOVARTIS AG | $305,347 | 1,999 | 0.00% | — |
| RELX | RELX PLC | $289,532 | 8,734 | 0.00% | — |
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
Read the original
This page was built from one document: the 2026-03-31 Form 13F info table filed by PARNASSUS INVESTMENTS, LLC (CIK 948669, accession 0001172661-26-001730). Every other 13F site is reading the same file.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
What a 13F cannot show you
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
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