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Portfolio (Quarterly) Guide ↗

PARNASSUS INVESTMENTS, LLC

· CIK 0000948669
13F Portfolio $34.1B AUM 135 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 13 New 60 Added 53 Reduced 16 Exited
Page 5 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 LRCX LAM RESEARCH CORP Technology 262,163.0 $56.0M 0.16% -384K -59.4% $213.66 +82.1%
82 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 592,017.0 $54.6M 0.16% -27K -4.4% $92.31 -5.9%
83 UNH UNITEDHEALTH GROUP INC Healthcare 200,130.0 $54.2M 0.16% $270.59 +48.2%
84 WRB BERKLEY W R CORP Financial Services 806,103.0 $53.4M 0.16% +12K +1.6% $66.28 +2.7%
85 SANDISK CORP 80,309.0 $51.0M 0.15% -107K -57.2% $635.34
86 INGERSOLL RAND INC 631,185.0 $50.6M 0.15% +11K +1.7% $80.12
87 ADSK AUTODESK INC Technology 210,662.0 $50.4M 0.15% -73K -25.8% $239.40 -19.0%
88 ALL ALLSTATE CORP Financial Services 240,114.0 $49.8M 0.15% +39K +19.2% $207.34 +6.7%
89 PNR PENTAIR PLC Industrials 547,303.0 $47.7M 0.14% +91K +20.0% $87.11 -14.7%
90 DHI D R HORTON INC Consumer Cyclical 341,028.0 $46.8M 0.14% -17K -4.7% $137.22 +15.0%
91 MDLN MEDLINE INC Healthcare 988,143.0 $44.0M 0.13% NEW $44.50 -19.2%
92 BR BROADRIDGE FINL SOLUTIONS IN Technology 258,836.0 $42.1M 0.12% -106K -29.0% $162.48 -15.3%
93 PODD INSULET CORP Healthcare 169,019.0 $35.5M 0.10% +2K +1.3% $209.84 -30.5%
94 CNH INDL N V 2,865,167.0 $31.5M 0.09% +2.8M +10000.0% $11.00
95 NET CLOUDFLARE INC Technology 126,980.0 $26.2M 0.08% $206.34 +8.6%
96 PWR QUANTA SVCS INC Industrials 45,913.0 $25.2M 0.07% -1K -3.0% $549.02 +27.9%
97 TER TERADYNE INC Technology 81,452.0 $24.1M 0.07% -67K -45.3% $296.46 +47.7%
98 ROK ROCKWELL AUTOMATION INC Industrials 63,002.0 $22.6M 0.07% -2K -2.8% $358.88 +32.0%
99 GWRE GUIDEWIRE SOFTWARE INC Technology 147,343.0 $22.0M 0.07% +48K +48.1% $149.56 -27.9%
100 WCN WASTE CONNECTIONS INC Industrials 125,793.0 $20.4M 0.06% +44K +54.5% $162.44 -4.5%
Page 5 of 7  ·  135 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.2%
Industrials 14.9%
Financial Services 14.1%
Healthcare 12.7%
Consumer Cyclical 11.0%
Communication Services 6.0%
Basic Materials 4.9%
Consumer Defensive 3.9%
Real Estate 3.1%
Utilities 1.1%