Titelia

Holdings of PARNASSUS INVESTMENTS, LLC

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Net assets
-
Positions
120 in 5 countries
Top ten
39.0 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
101DoorDash Inc 97,54114.6M $
102Somnigroup International Inc 190,00014M $
103Cadence Design Systems Inc 47,85913.3M $
104MSCI Inc 23,88212.9M $
105Builders FirstSource Inc 149,31612.3M $
106Robinhood Markets Inc 175,31212.1M $
107Insmed Inc 69,51511.4M $
108Rocket Lab Corp 106,1376.8M $
109Reddit Inc 36,1374.9M $
110GE Vernova Inc 5,3274.6M $
111Brown & Brown Inc 64,1134.2M $
112ASML Holding NV 2,6853.5M $
113Netflix Inc 28,6622.8M $
114Meta Platforms Inc 3,8872.2M $
115Intuitive Surgical Inc 4,5182.1M $
116Appfolio Inc 10,7041.7M $
117Ares Management Corp 7,428810.4K $
118Rentokil Initial PLC 10,571332.8K $
119Novartis AG 1,999305.3K $
120RELX PLC 8,734289.5K $

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Sector breakdown

  • Technology 28.6 %
  • Industrials 15.5 %
  • Financials 14.2 %
  • Health care 12.4 %
  • Consumer discretionary 11.1 %
  • Communication 6.2 %
  • Consumer staples 4.1 %
  • Real estate 3.2 %
  • Materials 2.5 %
  • Utilities 0.5 %
  • Unattributed 1.7 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 99.4 %
  • Taiwan 0.4 %
  • Israel 0.2 %
  • Netherlands 0.0 %
  • United Kingdom 0.0 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States11532.4B $99.40 %
2Taiwan1130.8M $0.40 %
3Israel160M $0.18 %
4Netherlands13.5M $0.01 %
5United Kingdom2622.3K $0.00 %
Cite this page

Titelia. "Holdings of PARNASSUS INVESTMENTS, LLC". https://titelia.com/en/funds/US13F948669