Parnassus Investments, LLC
Annual return '25
+13.1%
SPY '25
+17.7%
Alpha
-4.7ptsvs SPY
Invested
$34.1B
Holdings
134
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$GOOGL
ALPHABET INC
Q4 2025: Sold 24.5% (9.14M → 6.90M shares)
5.4%
02
$NVDA
NVIDIA CORPORATION
Q4 2025: Sold 22.5% (12.39M → 9.60M shares)
4.8%
03
$MSFT
MICROSOFT CORP
Q4 2025: Sold 3.9% (4.69M → 4.51M shares)
4.5%
04
$AMZN
AMAZON COM INC
Q4 2025: Sold 20.9% (9.97M → 7.89M shares)
4.5%
05
$AAPL
APPLE INC
Q4 2025: Increased +43.0% (3.53M → 5.05M shares)
3.5%
06
$WM
WASTE MGMT INC DEL
Q4 2025: Sold 6.0% (5.61M → 5.28M shares)
3.4%
07
$DE
DEERE & CO
Q4 2025: Sold 14.6% (3.09M → 2.64M shares)
3.1%
08
$AMAT
APPLIED MATLS INC
Q4 2025: Sold 14.2% (3.76M → 3.23M shares)
3.0%
09
$BAC
BANK AMERICA CORP
Q4 2025: Sold 12.3% (22.30M → 19.55M shares)
2.6%
10
$O
REALTY INCOME CORP
Q4 2025: Sold 16.4% (18.07M → 15.11M shares)
2.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:22 UTC.