Equity GraphS&P 500 registers, and the 20 largest traced to filings

Institutional manager

PARNASSUS INVESTMENTS, LLC

Holds positions in 104 of the S&P 500, worth $33.0bn as reported for the quarter ended 31-mar-2026.

Positions held104of 488 index companies covered
Reported value$33.0bnS&P 500 positions only
Top ten weight39%how concentrated the book is
Filing entities1single filer

Largest positions

The 60 biggest by reported value, of 104 held. The rest are smaller than every one of these.

Alphabet Inc. (Class A)GOOGL6.4m$1.85bnCommunication ServicesNvidiaNVDA9.4m$1.65bnInformation TechnologyMicrosoftMSFT4.2m$1.55bnInformation TechnologyAmazonAMZN7.4m$1.53bnConsumer DiscretionaryApple Inc.AAPL4.7m$1.19bnInformation TechnologyWaste ManagementWM5.0m$1.14bnIndustrialsDeere & CompanyDE1.9m$1.06bnIndustrialsApplied MaterialsAMAT3.0m$1.02bnInformation TechnologyRealty IncomeO14.1m$865mReal EstateLilly (Eli)LLY935,462$860mHealth CareMastercardMA1.7m$847mFinancialsLinde plcLIN1.7m$842mMaterialsKLA CorporationKLAC538,364$793mInformation TechnologyIntercontinental ExchangeICE5.0m$791mFinancialsDanaher CorporationDHR4.0m$754mHealth CareThermo Fisher ScientificTMO1.5m$740mHealth CareBank of AmericaBAC14.8m$722mFinancialsW. W. GraingerGWW651,243$710mIndustrialsBroadcomAVGO2.3m$706mInformation TechnologyS&P GlobalSPGI1.6m$701mFinancialsCostcoCOST675,504$673mConsumer StaplesStryker CorporationSYK2.0m$670mHealth CareAutoZoneAZO195,650$661mConsumer DiscretionaryHome Depot (The)HD2.0m$646mConsumer DiscretionaryFerguson EnterprisesFERG2.6m$609mIndustrialsSynopsysSNPS1.5m$579mInformation TechnologyAdvanced Micro DevicesAMD2.7m$550mInformation TechnologyMarriott InternationalMAR1.6m$519mConsumer DiscretionaryBoston ScientificBSX8.0m$502mHealth CareVulcan Materials CompanyVMC1.7m$471mMaterialsMarsh McLennanMRSH2.2m$383mFinancialsProcter & GamblePG2.6m$382mConsumer StaplesOld DominionODFL1.9m$377mIndustrialsSalesforceCRM1.9m$364mInformation TechnologySherwin-WilliamsSHW1.1m$341mMaterialsVerisk AnalyticsVRSK1.8m$334mIndustrialsOracle CorporationORCL2.1m$316mInformation TechnologyBNY MellonBNY2.3m$274mFinancialsCBRE GroupCBRE1.4m$190mReal EstateJPMorgan ChaseJPM574,730$169mFinancialsVerizonVZ3.2m$160mCommunication ServicesCumminsCMI283,672$153mIndustrialsCMS EnergyCMS2.0m$152mUtilitiesCharles Schwab CorporationSCHW1.3m$121mFinancialsSyscoSYY1.6m$113mConsumer StaplesCitigroupC989,158$112mFinancialsUnion Pacific CorporationUNP459,249$111mIndustrialsWestern DigitalWDC396,802$107mInformation TechnologyWillis Towers WatsonWTW365,225$106mFinancialsFedExFDX292,972$104mIndustrialsCME GroupCME353,158$104mFinancialsHubbell IncorporatedHUBB201,219$99mIndustrialsVisa Inc.V318,546$96mFinancialsProgressive CorporationPGR468,331$93mFinancialsCignaCI346,008$92mHealth CareWalmartWMT720,413$90mConsumer StaplesCboe Global MarketsCBOE301,076$85mFinancialsHilton WorldwideHLT273,972$83mConsumer DiscretionaryMicron TechnologyMU245,378$83mInformation TechnologyEdwards LifesciencesEW995,172$80mHealth Care

What this page is not

Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.