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Parnassus Investments, Llc
správce aktiv · portfolio $37.4 mld. · 135 pozic · zpráva k 30.06.2026
Akciové pozice zpráva za 30.06.2026, podána 29.07.2026; změna — oproti 31.03.2026 · 146
| Společnost | Akcie | Hodnota | % portfolia | Změna za čtvrtletí |
|---|---|---|---|---|
| Alphabet Inc. US:GOOGL | 5 491 465 | $1.96 mld. | 5.24% | −953 951 |
| Applied Materials Inc US:AMAT | 2 531 747 | $1.83 mld. | 4.89% | −450 483 |
| Microsoft Corporation US:MSFT | 4 685 346 | $1.75 mld. | 4.67% | +493 182 |
| NVIDIA Corporation US:NVDA | 8 453 777 | $1.69 mld. | 4.52% | −984 830 |
| Amazon.com, Inc. US:AMZN | 6 903 653 | $1.65 mld. | 4.39% | −460 939 |
| Advanced Micro Devices Inc US:AMD | 2 329 523 | $1.35 mld. | 3.61% | −374 357 |
| KLA Corporation US:KLAC | 4 403 071 | $1.33 mld. | 3.55% | +3 864 707 |
| Apple Inc. US:AAPL | 4 318 250 | $1.25 mld. | 3.34% | −356 505 |
| Waste Management Inc US:WM | 4 792 005 | $1.07 mld. | 2.85% | −189 573 |
| Deere & Company US:DE | 1 640 128 | $1.04 mld. | 2.78% | −248 320 |
| LINDE PLC CUSIP G54950103 | 1 586 298 | $823 mil. | 2.20% | −113 111 |
| Thermo Fisher Scientific Inc US:TMO | 1 639 589 | $822 mil. | 2.20% | +134 938 |
| WW Grainger Inc US:GWW | 602 775 | $820 mil. | 2.19% | −48 468 |
| Mastercard Inc US:MA | 1 580 278 | $812 mil. | 2.17% | −114 701 |
| Broadcom Inc. US:AVGO | 2 115 059 | $799 mil. | 2.13% | −166 504 |
| Bank of America Corp US:BAC | 13 603 761 | $775 mil. | 2.07% | −1 205 073 |
| Realty Income Corporation US:O | 11 640 278 | $721 mil. | 1.93% | −2 502 033 |
| DoorDash, Inc. Class A Commo… US:DASH | 3 886 505 | $717 mil. | 1.92% | +3 788 964 |
| Danaher Corporation US:DHR | 3 674 207 | $700 mil. | 1.87% | −300 622 |
| Ferguson Plc US:FERG | 2 833 425 | $672 mil. | 1.80% | +224 266 |
| The Home Depot Inc US:HD | 1 847 853 | $652 mil. | 1.74% | −115 312 |
| Eli Lilly and Company US:LLY | 525 464 | $630 mil. | 1.68% | −409 998 |
| Synopsys Inc US:SNPS | 1 408 900 | $628 mil. | 1.68% | −51 518 |
| STRYKER CORP US:SYK | 1 924 514 | $606 mil. | 1.62% | −113 057 |
| S&P Global Inc US:SPGI | 1 468 231 | $598 mil. | 1.60% | −180 198 |
| COSTCO WHOLESALE CORP /NEW US:COST | 625 050 | $585 mil. | 1.56% | −50 454 |
| AutoZone Inc US:AZO | 181 409 | $580 mil. | 1.55% | −14 241 |
| Intercontinental Exchange In… US:ICE | 4 656 371 | $573 mil. | 1.53% | −375 505 |
| Hubbell Inc US:HUBB | 1 072 570 | $561 mil. | 1.50% | +871 351 |
| Vulcan Materials Company US:VMC | 1 893 294 | $559 mil. | 1.49% | +162 403 |
| MARRIOTT INTERNATIONAL INC /… US:MAR | 1 466 946 | $544 mil. | 1.45% | −121 072 |
| GE Vernova LLC US:GEV | 451 884 | $531 mil. | 1.42% | +446 557 |
| OLD DOMINION FREIGHT LINE, I… US:ODFL | 2 136 186 | $463 mil. | 1.24% | +207 376 |
| Sherwin-Williams Co US:SHW | 1 173 201 | $404 mil. | 1.08% | +109 769 |
| Procter & Gamble Company US:PG | 2 448 341 | $359 mil. | 0.96% | −198 613 |
| Marsh & McLennan Companies,… US:MRSH | 2 047 623 | $341 mil. | 0.91% | −162 816 |
| Oracle Corporation US:ORCL | 2 075 391 | $304 mil. | 0.81% | −71 328 |
| The Bank of New York Mellon… US:BNY | 2 087 849 | $302 mil. | 0.81% | −219 477 |
| Brookfield Renewable Corp US:BEPC | 5 028 808 | $187 mil. | 0.50% | −2 023 |
| JPMorgan Chase & Co. US:JPM | 562 698 | $184 mil. | 0.49% | −12 032 |
| CBRE Group Inc Class A US:CBRE | 1 304 961 | $176 mil. | 0.47% | −96 939 |
| Taiwan Semiconductor Manufac… US:TSM | 359 694 | $172 mil. | 0.46% | −27 199 |
| CMS Energy Corporation US:CMS | 2 219 735 | $170 mil. | 0.45% | +266 522 |
| Micron Technology Inc US:MU | 132 681 | $153 mil. | 0.41% | −112 697 |
| The Coca-Cola Company US:KO | 1 844 913 | $150 mil. | 0.40% | nová |
| Cummins Inc US:CMI | 208 573 | $149 mil. | 0.40% | −75 099 |
| Verizon Communications Inc US:VZ | 3 237 229 | $137 mil. | 0.37% | +55 100 |
| SYSCO CORP US:SYY | 1 614 798 | $135 mil. | 0.36% | +31 813 |
| Western Digital Corporation US:WDC | 198 472 | $127 mil. | 0.34% | −198 330 |
| Intel Corporation US:INTC | 893 410 | $125 mil. | 0.33% | −378 074 |
| Union Pacific Corporation US:UNP | 449 875 | $122 mil. | 0.33% | −9 374 |
| ASTRAZENECA PLC CUSIP G0593M107 | 629 158 | $119 mil. | 0.32% | −12 980 |
| SCHWAB CHARLES CORP US:SCHW | 1 258 426 | $116 mil. | 0.31% | −26 304 |
| CITIGROUP INC US:C | 820 903 | $115 mil. | 0.31% | −168 255 |
| Visa Inc. Class A US:V | 311 736 | $107 mil. | 0.29% | −6 810 |
| Progressive Corp US:PGR | 476 316 | $104 mil. | 0.28% | +7 985 |
| Cigna Corp US:CI | 360 366 | $99.3 mil. | 0.27% | +14 358 |
| US Foods Holding Corp US:USFD | 952 964 | $97.4 mil. | 0.26% | +142 869 |
| WILLIS TOWERS WATSON PLC LTD CUSIP G96629103 | 355 179 | $92.8 mil. | 0.25% | −10 046 |
| Edwards Lifesciences Corp US:EW | 1 015 630 | $91.9 mil. | 0.25% | +20 458 |
| FEDEX CORP US:FDX | 286 515 | $89.7 mil. | 0.24% | −6 457 |
| NXP SEMICONDUCTORS N V CUSIP N6596X109 | 318 004 | $89.4 mil. | 0.24% | −10 315 |
| Williams Companies Inc US:WMB | 1 172 235 | $87.1 mil. | 0.23% | nová |
| Xylem Inc US:XYL | 690 226 | $81.6 mil. | 0.22% | +155 102 |
| UNITEDHEALTH GROUP INC US:UNH | 196 098 | $81.5 mil. | 0.22% | −4 032 |
| Agilent Technologies Inc US:A | 607 098 | $80.6 mil. | 0.22% | +20 409 |
| Lam Research Corp US:LRCX | 185 517 | $80.4 mil. | 0.21% | −76 646 |
| Walmart Inc. US:WMT | 704 428 | $79.8 mil. | 0.21% | −15 985 |
| StandardAero, Inc. US:SARO | 2 641 574 | $79.0 mil. | 0.21% | +14 354 |
| CME GROUP INC. US:CME | 345 432 | $76.3 mil. | 0.20% | −7 726 |
| Hilton Worldwide Holdings In… US:HLT | 227 091 | $75.0 mil. | 0.20% | −46 881 |
| Republic Services Inc US:RSG | 349 154 | $74.4 mil. | 0.20% | +51 244 |
| Guidewire Software Inc US:GWRE | 594 883 | $73.2 mil. | 0.20% | +447 540 |
| DICK'S SPORTING GOODS, INC. US:DKS | 316 149 | $71.7 mil. | 0.19% | +28 978 |
| Cboe Global Markets Inc US:CBOE | 291 825 | $70.8 mil. | 0.19% | −9 251 |
| Truist Financial Corp US:TFC | 1 214 009 | $60.5 mil. | 0.16% | −34 028 |
| CNH INDL N V CUSIP N20944109 | 5 309 551 | $59.6 mil. | 0.16% | +2 444 384 |
| Regeneron Pharmaceuticals In… US:REGN | 95 378 | $59.5 mil. | 0.16% | −2 117 |
| ABBOTT LABORATORIES US:ABT | 650 628 | $59.0 mil. | 0.16% | +11 288 |
| The Allstate Corporation US:ALL | 232 727 | $55.4 mil. | 0.15% | −7 387 |
| W. R. Berkley Corp US:WRB | 779 771 | $55.0 mil. | 0.15% | −26 332 |
| DR Horton Inc US:DHI | 329 388 | $53.7 mil. | 0.14% | −11 640 |
| Medline Inc. Class A Common… US:MDLN | 1 357 889 | $53.6 mil. | 0.14% | +369 746 |
| O’Reilly Automotive Inc US:ORLY | 575 543 | $53.0 mil. | 0.14% | −16 474 |
| NICE Ltd US:NICE | 567 137 | $51.5 mil. | 0.14% | +22 758 |
| Snowflake Inc. US:SNOW | 199 036 | $50.7 mil. | 0.14% | nová |
| Trane Technologies plc US:TT | 611 858 | $50.2 mil. | 0.13% | −19 327 |
| Boston Scientific Corp US:BSX | 1 174 799 | $50.1 mil. | 0.13% | −6 829 021 |
| ROYAL CARIBBEAN GROUP CUSIP V7780T103 | 154 455 | $49.0 mil. | 0.13% | −99 809 |
| Robinhood Markets, Inc. US:HOOD | 454 095 | $45.5 mil. | 0.12% | +278 783 |
| Chipotle Mexican Grill Inc US:CMG | 1 286 063 | $43.7 mil. | 0.12% | −542 875 |
| PENTAIR PLC CUSIP G7S00T104 | 529 474 | $40.6 mil. | 0.11% | −17 829 |
| Autodesk Inc US:ADSK | 205 626 | $40.0 mil. | 0.11% | −5 036 |
| Teradyne Inc US:TER | 78 406 | $37.9 mil. | 0.10% | −3 046 |
| Datadog, Inc. US:DDOG | 130 227 | $33.9 mil. | 0.09% | −3 301 |
| ROCKWELL AUTOMATION, INC US:ROK | 60 945 | $30.2 mil. | 0.08% | −2 057 |
| Insulet Corporation US:PODD | 177 819 | $27.1 mil. | 0.07% | +8 800 |
| Rentokil Initial plc US:RTO | 901 334 | $25.8 mil. | 0.07% | +890 763 |
| Quanta Services Inc US:PWR | 35 103 | $25.3 mil. | 0.07% | −10 810 |
| Monolithic Power Systems Inc US:MPWR | 17 566 | $24.3 mil. | 0.06% | −606 |
| FedEx Freight Holding Compan… US:FDXF | 155 321 | $23.5 mil. | 0.06% | nová |
| VIKING HOLDINGS LTD CUSIP G93A5A101 | 218 984 | $22.9 mil. | 0.06% | +198 754 |
| Cloudflare Inc US:NET | 90 222 | $22.1 mil. | 0.06% | −36 758 |
| Waste Connections Inc US:WCN | 131 896 | $22.0 mil. | 0.06% | +6 103 |
| Comfort Systems USA Inc US:FIX | 11 091 | $22.0 mil. | 0.06% | nová |
| Natera, Inc. US:NTRA | 77 576 | $21.1 mil. | 0.06% | +2 839 |
| Sandisk Corp US:SNDK | 8 611 | $19.6 mil. | 0.05% | −71 698 |
| TRANE TECHNOLOGIES PLC CUSIP G8994E103 | 38 220 | $18.8 mil. | 0.05% | −1 150 |
| Revolution Medicines, Inc. US:RVMD | 99 988 | $18.7 mil. | 0.05% | nová |
| Lumentum Holdings Inc. US:LITE | 21 431 | $18.4 mil. | 0.05% | nová |
| Astera Labs, Inc. US:ALAB | 37 690 | $18.2 mil. | 0.05% | nová |
| Cadence Design Systems Inc US:CDNS | 46 539 | $17.5 mil. | 0.05% | −1 320 |
| MercadoLibre Inc. US:MELI | 9 789 | $16.6 mil. | 0.04% | −259 |
| Somnigroup International Inc… US:SGI | 206 742 | $16.2 mil. | 0.04% | +16 742 |
| IDEXX Laboratories Inc US:IDXX | 29 386 | $15.5 mil. | 0.04% | −3 323 |
| Rocket Lab USA Inc. US:RKLB | 136 873 | $13.9 mil. | 0.04% | +30 736 |
| ROIVANT SCIENCES LTD CUSIP G76279101 | 367 212 | $13.0 mil. | 0.03% | nová |
| Builders FirstSource Inc US:BLDR | 144 903 | $13.0 mil. | 0.03% | −4 413 |
| Twist Bioscience Corp US:TWST | 120 001 | $12.3 mil. | 0.03% | nová |
| MSCI Inc US:MSCI | 20 884 | $11.7 mil. | 0.03% | −2 998 |
| PTC Inc US:PTC | 93 058 | $10.6 mil. | 0.03% | −15 047 |
| Reddit, Inc. US:RDDT | 44 308 | $7.69 mil. | 0.02% | +8 171 |
| Meta Platforms, Inc. US:META | 9 681 | $5.45 mil. | 0.01% | +5 794 |
| ASML HLDG NV CUSIP N07059210 | 1 169 | $2.33 mil. | 0.01% | −1 516 |
| Intuitive Surgical Inc US:ISRG | 4 701 | $1.87 mil. | 0.00% | +183 |
| Appfolio Inc US:APPF | 11 526 | $1.85 mil. | 0.00% | +822 |
| Netflix Inc US:NFLX | 24 236 | $1.73 mil. | 0.00% | −4 426 |
| Shopify Inc US:SHOP | 12 157 | $1.39 mil. | 0.00% | +474 |
| Ares Capital Corporation US:ARCC | 7 450 | $829 tis. | 0.00% | +22 |
| COCA-COLA EUROPACIFIC PARTNE CUSIP G25839104 | 3 466 | $347 tis. | 0.00% | +27 |
| CRH PLC CUSIP G25508105 | 3 194 | $342 tis. | 0.00% | +25 |
| CHUBB LIMITED CUSIP H1467J104 | 983 | $335 tis. | 0.00% | +7 |
| Novartis AG ADR US:NVS | 2 016 | $316 tis. | 0.00% | +17 |
| ING Group NV ADR US:ING | 9 945 | $312 tis. | 0.00% | nová |
| RELX PLC US:RELX | 6 791 | $215 tis. | 0.00% | −1 943 |
| Bill Com Holdings Inc US:BILL | 0 (bylo 1 662 250) | — | — | prodána |
| Brown & Brown Inc US:BRO | 0 (bylo 64 113) | — | — | prodána |
| Procore Technologies Inc US:PCOR | 0 (bylo 282 928) | — | — | prodána |
| Verisk Analytics Inc US:VRSK | 0 (bylo 1 760 761) | — | — | prodána |
| Alnylam Pharmaceuticals Inc US:ALNY | 0 (bylo 48 991) | — | — | prodána |
| Broadridge Financial Solutio… US:BR | 0 (bylo 258 836) | — | — | prodána |
| Mettler-Toledo International… US:MTD | 0 (bylo 13 864) | — | — | prodána |
| TransUnion US:TRU | 0 (bylo 890 979) | — | — | prodána |
| Bio-Rad Laboratories Inc US:BIO | 0 (bylo 254 305) | — | — | prodána |
| Insmed Inc US:INSM | 0 (bylo 69 515) | — | — | prodána |
| Salesforce.com Inc US:CRM | 0 (bylo 1 949 698) | — | — | prodána |
Ve společnostech z naší databáze 2
| Společnost | Podíl | Akcie | Datum zprávy |
|---|---|---|---|
| Brookfield Renewable Corp | 3.33% | 5 028 808 | 2026-06-30 |
| Waste Management Inc | 1.2% | 4 792 005 | 2026-06-30 |
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