PARNASSUS INVESTMENTS, LLC

CIK 0000948669 · Q2 2026

13F Equity AUM

$37.4B

+9.7% QoQ

Positions

135

-135 QoQ

AUM Rank

#696

Top 6%

Skill Alpha (FF)

+1.4%/yr^ns

No Clear Edge

Rank #1,409 · Top 17%

vs S&P +1.0%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 23.7%Top 10: 39.8%Top 20: 60.3%

GOOGL5.2%

AMAT4.9%

MSFT4.7%

NVDA4.5%

AMZN4.4%

AMD3.6%

KLAC3.5%

AAPL3.3%

WM2.9%

DE2.8%

Others (125)60.2%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

No sector data available.

Position Sizing

Positions: 135Median: 0.21%Avg: 0.74%

0–0.5%

97(15.1%)

0.5–1%

4(3.5%)

1–3%

26(47.2%)

3–5%

7(29.0%)

5%+

1(5.2%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 135vs 20 funds

0%Low

135

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased0Decreased0Exited0

No position changes this quarter.

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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