PARNASSUS INVESTMENTS, LLC
CIK 948669
13F filing for Q2 2026・No. 248
- Holdings
- US$37.45B
- Quarter change
- +US$3.3B
- Entries
- 135
- Net bought (estimate)
- −US$1.75B
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 11
- Sold out 11
- Cut 77
- Added 47
- Corporate actions 0
- Unchanged 0
Largest holdings
135 stocks worth US$37.45B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| GOOGLAlphabetCAP STK CL A | Cut | 5,491,465 | US$1.96B | 5.24% |
| AMATAPPLIED MATLS INCCOM | Cut | 2,531,747 | US$1.83B | 4.89% |
| MSFTMicrosoftCOM | Added | 4,685,346 | US$1.75B | 4.67% |
| NVDANvidiaCOM | Cut | 8,453,777 | US$1.69B | 4.52% |
| AMZNAmazonCOM | Cut | 6,903,653 | US$1.65B | 4.39% |
| AMDAMDCOM | Cut | 2,329,523 | US$1.35B | 3.61% |
| KLACKLA CORPCOM NEW | AddedSplit 8:1 | 4,403,071 | US$1.33B | 3.55% |
| AAPLAppleCOM | Cut | 4,318,250 | US$1.25B | 3.34% |
| WMWASTE MGMT INC DELCOM | Cut | 4,792,005 | US$1.07B | 2.85% |
| DEDEERE & COCOM | Cut | 1,640,128 | US$1.04B | 2.78% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 29, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.