PARNASSUS INVESTMENTS, LLC
CIK 948669 · Holdings on Jun 30, 2026 · First reported Jul 29, 2026
Top ten holdings
Q2 2026- GOOGL5.24%
- AMAT4.89%
- MSFT4.67%
- NVDA4.52%
- AMZN4.39%
- AMD3.61%
- KLAC3.55%
- AAPL3.34%
- WM2.85%
- DE2.78%
Share classes counted separately39.84%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- AMDWeight increased · +2.00 pp1.61% → 3.61%Shares -374.36K (-13.85%)
- AMATWeight increased · +1.90 pp2.99% → 4.89%Shares -450.48K (-15.11%)
- DASHWeight increased · +1.88 pp0.04% → 1.92%Shares +3.79M (+3884.48%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $1.96B | 5.24% | 5.49M shares | 5.43% → 5.24%-0.19 pp -953.95K (-14.80%) | Reduced | ▾ |
| 02 | AMATAPPLIED MATERIALS INC View history and evidence | $1.83B | 4.89% | 2.53M shares | 2.99% → 4.89%+1.90 pp -450.48K (-15.11%) | Reduced | ▾ |
| 03 | MSFTMICROSOFT CORP View history and evidence | $1.75B | 4.67% | 4.69M shares | 4.54% → 4.67%+0.13 pp +493.18K (+11.76%) | Added | ▾ |
| 04 | NVDANVIDIA CORP View history and evidence | $1.69B | 4.52% | 8.45M shares | 4.82% → 4.52%-0.30 pp -984.83K (-10.43%) | Reduced | ▾ |
| 05 | AMZNAMAZON.COM INC View history and evidence | $1.65B | 4.39% | 6.90M shares | 4.49% → 4.39%-0.10 pp -460.94K (-6.26%) | Reduced | ▾ |
| 06 | AMDADVANCED MICRO DEVICES View history and evidence | $1.35B | 3.61% | 2.33M shares | 1.61% → 3.61%+2.00 pp -374.36K (-13.85%) | Reduced | ▾ |
| 07 | KLACKLA CORPCOM NEW View history and evidence | $1.33B | 3.55% | 4.40M shares | 2.32% → 3.55%+1.23 pp +3.86M (+717.86%) | Added | ▾ |
| 08 | AAPLAPPLE INC View history and evidence | $1.25B | 3.34% | 4.32M shares | 3.47% → 3.34%-0.13 pp -356.50K (-7.63%) | Reduced | ▾ |
| 09 | WMWASTE MANAGEMENT INC View history and evidence | $1.07B | 2.85% | 4.79M shares | 3.35% → 2.85%-0.50 pp -189.57K (-3.81%) | Reduced | ▾ |
| 10 | DEDEERE & CO View history and evidence | $1.04B | 2.78% | 1.64M shares | 3.12% → 2.78%-0.34 pp -248.32K (-13.15%) | Reduced | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 11
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| CRM SALESFORCE INC | Non-derivative | -1,949,698 | -$363.95M | SEC filing ↗ | SEC filing ↗ |
| VRSK VERISK ANALYTICS INC | Non-derivative | -1,760,761 | -$334.10M | SEC filing ↗ | SEC filing ↗ |
| BIO BIO-RAD LABORATORIES-A | Non-derivative | -254,305 | -$70.89M | SEC filing ↗ | SEC filing ↗ |
3 / 11 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 948669 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-29
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 37445055885
}Research all 135 reported holdings.
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