StockDriftsStockDriftsTop 50 Parnassus Investments LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 5.24% | 5.49M | $1.96B | -14.80%(-953.95K) | $82.25(+319.10%) | 2026-06-30 | |
| AMAT | APPLIED MATLS INC | 4.89% | 2.53M | $1.83B | -15.11%(-450.48K) | $94.16(+464.82%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.67% | 4.69M | $1.75B | +11.76%(+493.18K) | $198.58(+144.77%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.52% | 8.45M | $1.69B | -10.43%(-984.83K) | $21.39(+956.78%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 4.39% | 6.90M | $1.65B | -6.26%(-460.94K) | $189.85(+38.29%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 3.61% | 2.33M | $1.35B | -13.85%(-374.36K) | $120.42(+325.38%) | 2026-06-30 | |
| KLAC | KLA CORP | 3.55% | 4.40M | $1.33B | -18.21%(-980.57K) | $65.45(+203.43%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.34% | 4.32M | $1.25B | -7.63%(-356.50K) | $139.10(+119.55%) | 2026-06-30 | |
| WM | WASTE MGMT INC DEL | 2.85% | 4.79M | $1.07B | -3.81%(-189.57K) | $99.31(+125.78%) | 2026-06-30 | |
| DE | DEERE & CO | 2.78% | 1.64M | $1.04B | -13.15%(-248.32K) | $231.33(+162.34%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.35% | +74.31% | +11.88% | +75.32% |
| Top 20 Holdings Unweighted | +20.78% | +76.20% | +12.00% | +76.24% |
Parnassus Investments LLC reports $37.45B in US-listed equity holdings across 135 positions in its most recent 13F filing. Its largest disclosed positions are GOOGL (5.2%), AMAT (4.9%) and MSFT (4.7%). The top 20 holdings account for 60.32% of reported assets. Its disclosed equity book has returned +74.31% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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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