PARNASSUS INVESTMENTS, LLC

Q1 2026 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
3/31/2026
Date filed
5/12/2026
Form type
13F-HR
Num holdings
135
Total value ($000)
$34,147,055
Net value change ($000)
-4,413,863 (-11.4%)
New positions
13
Sold out positions
16
Turnover %
4.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VMC 413,531 715.6%
ODFL 316,758 526.8%
AMAT 189,952 22.9%
AZN 126,642 NEW
COST 101,837 17.8%
LIN 67,027 8.6%
GWW 64,427 10.0%
DKS 56,943 NEW
CMS 48,547 47.1%
RCL 47,428 210.4%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -627,134 -28.8%
BRO -490,336 -99.2%
WDAY -454,647 -100.0%
NOW -353,095 -100.0%
CRM -317,171 -46.6%
DHR -314,183 -29.4%
GOOGL -306,727 -14.2%
AMZN -286,706 -15.7%
BSX -250,953 -33.3%
LLY -225,438 -20.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type