Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
PARNASSUS INVESTMENTS, LLC (CIK 948669) reported $34.15B across 134 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOGL ($1.85B, 5.43%), NVDA ($1.65B, 4.82%), MSFT ($1.55B, 4.54%), AMZN ($1.53B, 4.49%), AAPL ($1.19B, 3.47%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $1.85B | 5.43% | 6.4M | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $1.65B | 4.82% | 9.4M | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $1.55B | 4.54% | 4.2M | Trimmed |
| 4 | AMZN | AMAZON COM INC | $1.53B | 4.49% | 7.4M | Trimmed |
| 5 | AAPL | APPLE INC | $1.19B | 3.47% | 4.7M | Trimmed |
| 6 | WM | WASTE MGMT INC DEL | $1.14B | 3.35% | 5.0M | Trimmed |
| 7 | DE | DEERE & CO | $1.06B | 3.12% | 1.9M | Trimmed |
| 8 | AMAT | APPLIED MATLS INC | $1.02B | 2.99% | 3.0M | Trimmed |
| 9 | O | REALTY INCOME CORP | $865.2M | 2.53% | 14.1M | Trimmed |
| 10 | LLY | ELI LILLY & CO | $860.4M | 2.52% | 935,462 | Trimmed |
| 11 | MA | MASTERCARD INCORPORATED | $846.9M | 2.48% | 1.7M | Trimmed |
| 12 | LIN | LINDE PLC | $842.5M | 2.47% | 1.7M | Trimmed |
| 13 | ICE | INTERCONTINENTAL EXCHANGE IN | $791.4M | 2.32% | 5.0M | Trimmed |
| 14 | KLAC | KLA CORP | $792.7M | 2.32% | 538,364 | Trimmed |
| 15 | DHR | DANAHER CORP DEL | $753.6M | 2.21% | 4.0M | Trimmed |
| 16 | TMO | THERMO FISHER SCIENTIFIC INC | $739.6M | 2.17% | 1.5M | Trimmed |
| 17 | BAC | BANK AMERICA CORP | $721.9M | 2.11% | 14.8M | Trimmed |
| 18 | GWW | WW GRAINGER INC | $710.4M | 2.08% | 651,243 | Added |
| 19 | AVGO | BROADCOM INC | $706.2M | 2.07% | 2.3M | Trimmed |
| 20 | SPGI | S&P GLOBAL INC | $701.1M | 2.05% | 1.6M | Trimmed |
| 21 | COST | COSTCO WHOLESALE CORPORATION | $673.1M | 1.97% | 675,504 | Added |
| 22 | SYK | STRYKER CORPORATION | $669.5M | 1.96% | 2.0M | Added |
| 23 | AZO | AUTOZONE INC | $660.9M | 1.94% | 195,650 | Trimmed |
| 24 | HD | HOME DEPOT INC | $645.7M | 1.89% | 2.0M | Trimmed |
| 25 | FERG | FERGUSON ENTERPRISES INC | $608.6M | 1.78% | 2.6M | Added |
Source: SEC Form 13F filings · as of 2026-03-31