StockDriftsStockDriftsTop 50 Parnassus Investments LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 6.36% | 4.19M | $2.15B | -10.53%(-493.59K) | $198.58(+162.40%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 5.51% | 7.48M | $1.86B | +8.31%(+573.61K) | $193.98(+29.07%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 5.18% | 7.66M | $1.75B | -9.35%(-790.77K) | $21.39(+892.02%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 4.54% | 4.46M | $1.54B | -18.72%(-1.03M) | $82.25(+294.19%) | 2026-09-30 | |
| AAPL | APPLE INC | 3.37% | 3.42M | $1.14B | -20.73%(-895.33K) | $139.10(+150.35%) | 2026-09-30 | |
| DE | DEERE & CO | 2.93% | 1.48M | $991.4M | -9.99%(-163.87K) | $231.33(+178.23%) | 2026-09-30 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 2.92% | 1.46M | $987.8M | -10.75%(-176.31K) | $539.39(+28.99%) | 2026-09-30 | |
| WM | WASTE MGMT INC DEL | 2.63% | 4.36M | $889.6M | -8.97%(-429.75K) | $99.31(+131.30%) | 2026-09-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 2.62% | 1.45M | $885.2M | -37.89%(-882.56K) | $120.42(+321.79%) | 2026-09-30 | |
| MA | MASTERCARD INCORPORATED | 2.59% | 1.59M | $875.8M | +0.50%(+7.85K) | $198.32(+219.29%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.76% | +80.52% | +12.40% | +79.41% |
| Top 20 Holdings Unweighted | +22.29% | +82.86% | +12.62% | +81.18% |
Parnassus Investments LLC reports $33.80B in US-listed equity holdings across 123 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (6.4%), AMZN (5.5%) and NVDA (5.2%). The top 20 holdings account for 59.82% of reported assets. Its disclosed equity book has returned +80.52% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Parnassus Investments LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Parnassus Investments LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 948669). View Parnassus Investments LLC’s 13F filings on SEC