Parnassus Investments 13F annual report

Parnassus Investments is an investment fund managing more than $40.9 trillion ran by Marc Mahon. There are currently 139 companies in Mr. Mahon’s portfolio. The largest investments include Microsoft and Alphabet Inc, together worth $3.96 trillion.

Limited to 30 biggest holdings

$40.9 trillion Assets Under Management (AUM)

As of 1st November 2023, Parnassus Investments’s top holding is 6,709,638 shares of Microsoft currently worth over $2.12 trillion and making up 5.2% of the portfolio value.Relative to the number of outstanding shares of Microsoft, Parnassus Investments owns more than approximately 0.1% of the company.In addition, the fund holds 14,102,516 shares of Alphabet Inc worth $1.85 trillion, whose value grew 21.5% in the past six months. The third-largest holding is Apple Inc worth $1.41 trillion and the next is Oracle worth $1.31 trillion, with 12,408,560 shares owned.

Currently, Parnassus Investments's portfolio is worth at least $40.9 trillion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Parnassus Investments

The Parnassus Investments office and employees reside in San Francisco, California. According to the last 13-F report filed with the SEC, Marc Mahon serves as the Chief Financial Officer at Parnassus Investments.