PARNASSUS INVESTMENTS, LLC

FundSan Francisco · 2 holdings reports on file, from 2026 · Not one of the 16 funds we watch

$37.4B

Reported value of US stock holdings on Jun 30, the filing's own figure

135 positions · filed Jul 29, 29 days after the quarter ended

Not watched

Aeon posts holdings changes on the feed for the 16 watched managers; this fund's holdings are shown here each quarter.

Why no record

A holdings report says nothing about how a manager has done, because it gives no prices. That is why managers are never ranked.

What changed last quarter

Quarter ended Jun 30 · filed Jul 29 · against the report before it

New positions

11, biggest 4

KO COCA COLA CO 1.8M shares0.4% of this fund's holdings

WMB WILLIAMS COS INC 1.2M shares0.2% of this fund's holdings

SNOW SNOWFLAKE INC 199K shares0.1% of this fund's holdings

FDXF FEDEX FGHT HLDG CO INC 155K sharesunder 0.1% of this fund's holdings

Sold out

11, biggest 4

CRM SALESFORCE INC All 1.9M shares

VRSK VERISK ANALYTICS INC All 1.8M shares

BIO BIO RAD LABS INC All 254K shares

BILL BILL HOLDINGS INC All 1.7M shares

Added to

36, biggest 4

MSFT MICROSOFT CORP +493K shares+12%

KLAC KLA CORP +3.9M shares+718%

TMO THERMO FISHER SCIENTIFIC INC +135K shares+9%

DASH DOORDASH INC +3.8M shares+3884%

Trimmed

78, biggest 4

GOOGL ALPHABET INC −954K shares−15%

AMAT APPLIED MATLS INC −450K shares−15%

NVDA NVIDIA CORPORATION −985K shares−10%

AMZN AMAZON COM INC −461K shares−6%

Top holdings

Reference, not news

Top holdings · 135 positionsSwipe →

#TickerCompanyShares Share of this fund's holdingsvs last quarter

1 GOOGL ALPHABET INC 5.5M 5.2% −15%

2 AMAT APPLIED MATLS INC 2.5M 4.9% −15%

3 MSFT MICROSOFT CORP 4.7M 4.7% +12%

4 NVDA NVIDIA CORPORATION 8.5M 4.5% −10%

5 AMZN AMAZON COM INC 6.9M 4.4% −6%

6 AMD ADVANCED MICRO DEVICES INC 2.3M 3.6% −14%

7 KLAC KLA CORP 4.4M 3.5% +718%

8 AAPL APPLE INC 4.3M 3.3% −8%

Ranked by value in the report. Share of this fund's holdings means the position's value as a share of the fund's reported total. It is not a share of any company; that is what a stake percent means.