Parnassus Investments Portfolio Update: March 31, 2026

Parnassus Investments' portfolio, valued at approximately $34 billion as of March 31, 2026, shows notable changes in its top holdings. The fund's largest position, Alphabet Inc (GOOGL), saw a significant reduction in shares, reflecting a 29.49% decrease in its portfolio allocation. Similarly, NVIDIA Corporation (NVDA) experienced a substantial decline, with a 23.8% reduction in its position.

Microsoft Corporation (MSFT) and Amazon.com Inc (AMZN) also decreased their allocations, by 10.62% and 26.13% respectively. In contrast, Apple Inc (AAPL) stands out as a major addition, with a 32.4% increase in its position, now accounting for 3.47% of the portfolio. Waste Management Inc (WM) saw an 11.25% reduction, while Deere & Co (DE) experienced the largest percentage drop at 38.95%.

Other significant changes include Applied Materials Inc (AMAT) with a 20.71% decrease, Realty Income Corp (O) with a 21.72% reduction, and Eli Lilly & Co (LLY) which increased by 48.89%. For detailed analysis of each holding, including Alphabet Inc (GOOGL), NVIDIA Corporation (NVDA), Microsoft Corporation (MSFT), Amazon.com Inc (AMZN), Apple Inc (AAPL), Waste Management Inc (WM), Deere & Co (DE), Applied Materials Inc (AMAT), Realty Income Corp (O), and Eli Lilly & Co (LLY), please visit their respective profiles on Insiderset.