PARNASSUS INVESTMENTS, LLC
13F filer · CIK 948669 · San Francisco, CA
Summary
PARNASSUS INVESTMENTS, LLC reported $37.45B across 135 positions in its 13F for 2026 Q2, filed Jul 29, 2026. The largest holdings are GOOGL (5.2%), AMAT (4.9%), MSFT (4.7%). Versus 2026 Q1, leaving options aside, it opened 11 new positions, added to 45, trimmed 79 and sold out of 11.
Reported value$37.45B
Positions135
Report period2026 Q2
FiledJul 29, 2026
New positions11
Added45
Trimmed79
Sold out11
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 5.2%Value $1.96BPrice $342.75Shares 5.49M -14.80%Since Jun 30 -4.09%
Weight 4.9%Value $1.83BPrice $512.01Shares 2.53M -15.11%Since Jun 30 -29.18%
Weight 4.7%Value $1.75BPrice $509.22Shares 4.69M +11.76%Since Jun 30 +36.51%
Weight 4.5%Value $1.69BPrice $228.86Shares 8.45M -10.43%Since Jun 30 +14.38%
Weight 4.4%Value $1.65BPrice $246.67Shares 6.90M -6.26%Since Jun 30 +3.50%
Weight 3.6%Value $1.35BPrice $607.57Shares 2.33M -13.85%Since Jun 30 +4.59%
Weight 3.5%Value $1.33BPrice $189.17Shares 4.40M +717.86%Since Jun 30 -37.30%
Weight 3.3%Value $1.25BPrice $329.40Shares 4.32M -7.63%Since Jun 30 +13.84%
Weight 2.9%Value $1.07BPrice $206.44Shares 4.79M -3.81%Since Jun 30 -7.38%
Weight 2.8%Value $1.04BPrice $689.59Shares 1.64M -13.15%Since Jun 30 +8.71%
Weight 2.2%Value $823.19MPrice $472.04Shares 1.59M -6.66%Since Jun 30 -9.04%
Weight 2.2%Value $822.02MPrice $678.60Shares 1.64M +8.97%Since Jun 30 +35.35%
Weight 2.2%Value $820.02MPrice $1256Shares 603K -7.44%Since Jun 30 -7.70%
Weight 2.2%Value $811.63MPrice $568.26Shares 1.58M -6.77%Since Jun 30 +10.64%
Weight 2.1%Value $798.96MPrice $355.10Shares 2.12M -7.30%Since Jun 30 -6.00%
Weight 2.1%Value $775.14MPrice $54.96Shares 13.60M -8.14%Since Jun 30 -3.55%
Weight 1.9%Value $721.23MPrice $55.35Shares 11.64M -17.69%Since Jun 30 -10.67%
Weight 1.9%Value $717.18MPrice $178.39Shares 3.89M +3884.48%Since Jun 30 -3.33%
Weight 1.9%Value $699.86MPrice $227.33Shares 3.67M -7.56%Since Jun 30 +19.35%
Weight 1.8%Value $672.46MPrice $227.30Shares 2.83M +8.60%Since Jun 30 -4.23%
Weight 1.7%Value $651.70MPrice $289.89Shares 1.85M -5.87%Since Jun 30 -17.80%
Weight 1.7%Value $630.26MPrice $1185Shares 525K -43.83%Since Jun 30 -1.22%
Weight 1.7%Value $628.47MPrice $417.61Shares 1.41M -3.53%Since Jun 30 -6.38%
Weight 1.6%Value $605.91MPrice $275.31Shares 1.92M -5.55%Since Jun 30 -12.56%
Weight 1.6%Value $597.95MPrice $395.92Shares 1.47M -10.93%Since Jun 30 -2.78%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 5.2% | $1.96B | -4.09% | -14.80% | Trim | |
| 4.9% | $1.83B | -29.18% | -15.11% | Trim | |
| 4.7% | $1.75B | +36.51% | +11.76% | Add | |
| 4.5% | $1.69B | +14.38% | -10.43% | Trim | |
| 4.4% | $1.65B | +3.50% | -6.26% | Trim | |
| 3.6% | $1.35B | +4.59% | -13.85% | Trim | |
| 3.5% | $1.33B | -37.30% | +717.86% | Add | |
| 3.3% | $1.25B | +13.84% | -7.63% | Trim | |
| 2.9% | $1.07B | -7.38% | -3.81% | Trim | |
| 2.8% | $1.04B | +8.71% | -13.15% | Trim | |
| 2.2% | $823.19M | -9.04% | -6.66% | Trim | |
| 2.2% | $822.02M | +35.35% | +8.97% | Add | |
| 2.2% | $820.02M | -7.70% | -7.44% | Trim | |
| 2.2% | $811.63M | +10.64% | -6.77% | Trim | |
| 2.1% | $798.96M | -6.00% | -7.30% | Trim | |
| 2.1% | $775.14M | -3.55% | -8.14% | Trim | |
| 1.9% | $721.23M | -10.67% | -17.69% | Trim | |
| 1.9% | $717.18M | -3.33% | +3884.48% | Add | |
| 1.9% | $699.86M | +19.35% | -7.56% | Trim | |
| 1.8% | $672.46M | -4.23% | +8.60% | Add | |
| 1.7% | $651.70M | -17.80% | -5.87% | Trim | |
| 1.7% | $630.26M | -1.22% | -43.83% | Trim | |
| 1.7% | $628.47M | -6.38% | -3.53% | Trim | |
| 1.6% | $605.91M | -12.56% | -5.55% | Trim | |
| 1.6% | $597.95M | -2.78% | -10.93% | Trim |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.