PARNASSUS INVESTMENTS, LLC
Institutional investor · Portfolio as of Q1 2023
Top Holdings137 positions
MICROSOFT CORP | 7.6M | $2.2B | 5.4% | $147.81 | +89.77% | 18 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 14.2M | $1.5B | 3.7% | $87.29 | +17.72% | 18 qtrssince 2018-Q4 | Decreased 0 |
DEERE & CO | 3.2M | $1.3B | 3.3% | $178.96 | +120.70% | 16 qtrssince 2019-Q2 | Decreased 0 |
MASTERCARD INCORPORATED | 3.4M | $1.2B | 3.0% | $254.49 | +39.85% | 18 qtrssince 2018-Q4 | Decreased 0 |
SALESFORCE INC | 6M | $1.2B | 3.0% | $130.34 | +50.68% | 2 qtrssince 2022-Q4 | Decreased 0 |
ORACLE CORP | 12.6M | $1.2B | 2.9% | $59.83 | +48.78% | 3 qtrssince 2022-Q3 | Increased 58 |
APPLE INC | 6.8M | $1.1B | 2.8% | $81.34 | +99.49% | 18 qtrssince 2018-Q4 | Decreased 0 |
BALL CORP | 20.2M | $1.1B | 2.8% | $69.83 | -24.84% | 7 qtrssince 2021-Q3 | Increased 63 |
SYSCO CORP | 13.6M | $1.1B | 2.6% | $68.78 | +1.25% | 7 qtrssince 2021-Q3 | Increased 57 |
LINDE PLC | 2.8M | $1B | 2.5% | $339.28 | 0.00% | 1 qtr | New 83 |
GILEAD SCIENCES INC | 12M | $994.6M | 2.5% | $53.91 | +37.34% | 18 qtrssince 2018-Q4 | Decreased 0 |
CME GROUP INC | 5.2M | $988.2M | 2.4% | $154.97 | +8.02% | 16 qtrssince 2019-Q2 | Increased 66 |
BANK OF AMER CORP | 34.4M | $983.2M | 2.4% | $28.82 | -9.14% | 15 qtrssince 2019-Q3 | Increased 66 |
PROCTER & GAMBLE CO | 6.1M | $909.9M | 2.3% | $105.16 | +29.03% | 18 qtrssince 2018-Q4 | Decreased 0 |
VERISK ANALYTICS INC | 4.5M | $862M | 2.1% | $180.86 | +3.46% | 18 qtrssince 2018-Q4 | Decreased 0 |
S&P GLOBAL INC | 2.5M | $850.6M | 2.1% | $329.72 | -3.91% | 9 qtrssince 2021-Q1 | Decreased 0 |
MONDELEZ INTL INC | 11.4M | $795.5M | 2.0% | $48.54 | +32.95% | 18 qtrssince 2018-Q4 | Decreased 0 |
WASTE MGMT INC DEL | 4.8M | $786.7M | 1.9% | $89.99 | +72.13% | 18 qtrssince 2018-Q4 | Decreased 0 |
FISERV INC | 6.8M | $772.1M | 1.9% | $104.82 | +7.83% | 11 qtrssince 2020-Q3 | Decreased 0 |
DANAHER CORP DEL | 2.9M | $729.7M | 1.8% | $110.11 | +98.92% | 18 qtrssince 2018-Q4 | Decreased 0 |
PARNASSUS INVESTMENTS, LLC manages $40.3B across 137 positions as of Q1 2023. Top holdings: MSFT (5.4%), GOOGL (3.7%), DE (3.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Active quarter - 9 new positions, 9 exits, 44 increased. Top move: LIN (NEW, conviction 83). Portfolio: $40.3B across 137 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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