Q3 2026 13F · SEC CIK 948669

Parnassus Investments, LLC

Mutual fund managerFiled 2026-10-22 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $33.8B
Reported positions: 123
Top holdings a year, 3 yrs: +15.7%
Assets under management: $41.1B

Parnassus Investments, LLC is a mutual fund manager that reported 123 positions worth $33.8B in its Q3 2026 13F, filed 2026-10-22. Its largest holdings were Microsoft Corp (MSFT, 6.4%), Amazon Com Inc (AMZN, 5.5%), Nvidia Corporation (NVDA, 5.2%). A portfolio copying its top holdings returned 15.7% a year over the last 3 years, against 20.4% for the S&P 500.

Parnassus Investments, LLC holdings largest 50 of 123 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Parnassus Investments, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
MSFTMicrosoft Corp	6.4%	4.7%	4,191,760	-10.5%	$2.1B
AMZNAmazon Com Inc	5.5%	4.4%	7,477,264	+8.3%	$1.9B
NVDANvidia Corporation	5.2%	4.5%	7,663,011	-9.4%	$1.8B
GOOGLAlphabet Inc	4.5%	5.2%	4,463,569	-18.7%	$1.5B
AAPLApple Inc	3.4%	3.3%	3,422,925	-20.7%	$1.1B
DEDeere & Co	2.9%	2.8%	1,476,262	-10.0%	$991.4M
TMOThermo Fisher Scientific Inc	2.9%	2.2%	1,463,282	-10.8%	$987.8M
WMWaste Mgmt Inc Del	2.6%	2.9%	4,362,257	-9.0%	$889.6M
AMDAdvanced Micro Devices Inc	2.6%	3.6%	1,446,966	-37.9%	$885.2M
MAMastercard Incorporated	2.6%	2.2%	1,588,124	+0.5%	$875.8M
AVGOBroadcom Inc	2.5%	2.1%	2,415,076	+14.2%	$848.2M
AMATApplied Matls Inc	2.5%	4.9%	1,618,826	-36.1%	$827.8M
DHRDanaher Corp Del	2.2%	1.9%	3,398,552	-7.5%	$752.9M
LINLinde PLC	2.0%	2.2%	1,459,707	-8.0%	$692.8M
DASHDoordash Inc	2.0%	1.9%	3,759,024	-3.3%	$690.0M
KLACKla Corp	2.0%	3.5%	3,522,142	-20.0%	$686.6M
METAMeta Platforms Inc	2.0%	—	936,246	—	$678.9M
GWWWw Grainger Inc	2.0%	2.2%	541,045	-10.2%	$674.0M
BACBank of Amer Corp	2.0%	2.1%	12,302,804	-9.6%	$669.6M
SPGIS&p Global Inc	1.9%	1.6%	1,610,451	+9.7%	$635.3M
ICEIntercontinental Exchange Inc	1.9%	1.5%	4,176,272	-10.3%	$634.9M
FERGFerguson Enterprises Inc Common Stock Ne	1.7%	1.8%	2,536,045	-10.5%	$564.6M
SYKStryker Corporation	1.7%	1.6%	2,044,522	+6.2%	$563.0M
SNPSSynopsys Inc	1.6%	1.7%	1,269,779	-9.9%	$552.3M
LLYEli Lilly & Co	1.6%	1.7%	471,353	-10.3%	$545.4M
TSMTaiwan Semiconductor Manufac	1.6%	0.5%	1,187,107	+230.0%	$541.5M
VMCVulcan Matls Co	1.6%	1.5%	2,155,453	+13.8%	$527.3M
COSTCostco Wholesale Corporation	1.5%	1.6%	559,687	-10.5%	$509.5M
HUBBHubbell Inc	1.4%	1.5%	1,049,681	-2.1%	$476.1M
MARMarriott Intl Inc New	1.4%	1.5%	1,291,990	-11.9%	$459.5M
AZNAstrazeneca PLC	1.3%	—	2,764,848	—	$446.4M
GEVGe Vernova Inc	1.2%	1.4%	427,490	-5.4%	$406.3M
TJXTjx Cos Inc New	1.2%	—	3,042,661	—	$402.6M
AZOAutozone Inc	1.1%	1.5%	133,956	-26.2%	$379.1M
SHWSherwin Williams Co	1.0%	1.1%	1,086,346	-7.4%	$351.2M
ODFLOld Dominion Freight Line in	1.0%	1.2%	2,008,615	-6.0%	$349.2M
HDHome Depot Inc	1.0%	1.7%	1,171,365	-36.6%	$333.2M
CTASCintas Corp	1.0%	—	1,672,553	—	$326.2M
BNYBank of Ny Mellon Corp	0.7%	0.8%	1,607,124	-23.0%	$232.4M
JPMJpmorgan Chase & Co	0.5%	0.5%	540,099	-4.0%	$178.7M
VZVerizon Communications Inc	0.5%	0.4%	3,531,015	+9.1%	$162.0M
KOCoca Cola Co	0.5%	0.4%	1,842,302	-0.1%	$158.6M
CBRECbre Group Inc	0.4%	0.5%	1,152,161	-11.7%	$148.0M
WMBWilliams Cos	0.4%	—	2,168,683	—	$147.4M
CMSCMS Energy Corp	0.4%	0.5%	2,297,350	+3.5%	$144.9M
BEPCBrookfield Renewable Corp Cl A Ex Sub Vt	0.4%	0.5%	5,059,297	+0.6%	$142.8M
MUMicron Technology Inc	0.4%	0.4%	122,681	-7.5%	$130.7M
SYYSysco Corp	0.4%	0.4%	1,599,994	-0.9%	$124.7M
SCHWCharles Schwab Corp (the)	0.4%	—	1,247,826	—	$122.0M
UNPUnion Pac Corp	0.4%	—	447,739	—	$121.8M

What Parnassus Investments, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

TSM Taiwan Semiconductor Manufac+230.0% shares
AVGO Broadcom Inc+14.2% shares
VMC Vulcan Matls Co+13.8% shares
SPGI S&p Global Inc+9.7% shares
VZ Verizon Communications Inc+9.1% shares
AMZN Amazon Com Inc+8.3% shares
SYK Stryker Corporation+6.2% shares

Reduced

AMD Advanced Micro Devices Inc-37.9% shares
HD Home Depot Inc-36.6% shares
AMAT Applied Matls Inc-36.1% shares
AZO Autozone Inc-26.2% shares
BNY Bank of Ny Mellon Corp-23.0% shares
AAPL Apple Inc-20.7% shares
KLAC Kla Corp-20.0% shares
GOOGL Alphabet Inc-18.7% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +11.6% /yr; S&P 500 +20.1%
3 years: +15.7% /yr; S&P 500 +20.4%
5 years: +8.6% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$33.8B	123
Q2 2026	$37.4B	135
Q1 2026	$34.1B	135
Q4 2025	$38.6B	138
Q3 2025	$43.3B	147
Q2 2025	$43.4B	148
Q1 2025	$41.6B	135
Q4 2024	$45.0B	126
Q3 2024	$47.1B	126
Q2 2024	$45.9B	129
Q1 2024	$46.8B	135
Q4 2023	$45.0B	130

Questions about Parnassus Investments, LLC's portfolio

What stocks does Parnassus Investments, LLC own?

Parnassus Investments, LLC's latest 13F, for Q3 2026 and filed Oct 22, 2026, lists 123 positions worth $33.8B. The largest are Microsoft Corp (MSFT) at 6.4%, Amazon Com Inc (AMZN) at 5.5%, Nvidia Corporation (NVDA) at 5.2%, Alphabet Inc (GOOGL) at 4.5% and Apple Inc (AAPL) at 3.4%.

What did Parnassus Investments, LLC buy last quarter?

In Q3 2026, Parnassus Investments, LLC added Taiwan Semiconductor Manufac (TSM) (+230.0% shares), Broadcom Inc (AVGO) (+14.2% shares) and Vulcan Matls Co (VMC) (+13.8% shares), compared with its Q2 2026 filing.

What did Parnassus Investments, LLC sell last quarter?

In Q3 2026, Parnassus Investments, LLC cut from its top 50 Realty Income Corp. (O), cut from its top 50 Procter & Gamble Co (PG), cut from its top 50 Marsh & Mclennan Cos (MRSH), cut from its top 50 Oracle Corp (ORCL), cut from its top 50 Cummins Inc (CMI), Advanced Micro Devices Inc (AMD) (-37.9% shares), Home Depot Inc (HD) (-36.6% shares) and Applied Matls Inc (AMAT) (-36.1% shares), compared with its Q2 2026 filing.

How has Parnassus Investments, LLC's portfolio performed?

A portfolio copying Parnassus Investments, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +11.6% against +20.1%. Over 5 years: +8.6% a year against +11.6%.

When is Parnassus Investments, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Parnassus Investments, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Parnassus Investments, LLC manage?

Parnassus Investments, LLC reported $41.1B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $33.8B.