Titelia

Holdings of Parnassus Growth Equity Fund

Parnassus Funds · 39 declared positions · as of Mar 31, 2026

Original filing · Net assets 78.8M $ · Ten largest lines: 50.3 % of the equity sleeve

Sector breakdown

  • Technology 44.3 %
  • Consumer discretionary 9.1 %
  • Communication 8.9 %
  • Health care 7.7 %
  • Financials 4.4 %
  • Industrials 4.0 %
  • Materials 2.7 %
  • Consumer staples 1.9 %
  • Unattributed 17.1 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 91.1 %
  • TW 3.3 %
  • NL 3.1 %
  • BM 1.3 %
  • CA 1.2 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US3571.4M $91.14 %
TW12.6M $3.31 %
NL12.4M $3.07 %
BM11M $1.29 %
CA1938.4K $1.20 %

Positions

CompanySharesValueWeight
NVIDIA Corp 40,1717M $8.89 %
Microsoft Corp 16,4986.1M $7.75 %
Amazon.com Inc 23,1604.8M $6.12 %
Apple Inc 14,6773.7M $4.73 %
Alphabet Inc 12,4583.6M $4.55 %
Eli Lilly & Co 3,4973.2M $4.08 %
GE Vernova Inc 3,6073.1M $4.00 %
Broadcom Inc 8,9672.8M $3.52 %
Taiwan Semiconductor Manufacturing Co Ltd 7,6642.6M $3.29 %
Applied Materials Inc 7,1642.4M $3.11 %
Visa Inc 8,0282.4M $3.08 %
ASML Holding NV 1,8192.4M $3.05 %
Netflix Inc 19,4081.9M $2.37 %
Ferguson Enterprises Inc 7,4881.7M $2.22 %
Oracle Corp 10,3141.5M $1.93 %
Meta Platforms Inc 2,6321.5M $1.91 %
Costco Wholesale Corp 1,5071.5M $1.91 %
Advanced Micro Devices Inc 7,2711.5M $1.88 %
Synopsys Inc 3,6521.4M $1.84 %
Natera Inc 7,1211.4M $1.81 %
Boston Scientific Corp 22,5101.4M $1.79 %
Cloudflare Inc 6,8411.4M $1.79 %
Intuitive Surgical Inc 3,0591.4M $1.79 %
Edwards Lifesciences Corp 17,4321.4M $1.77 %
MercadoLibre Inc 7781.3M $1.71 %
StandardAero Inc 52,0591.3M $1.71 %
Medline Inc 28,5361.3M $1.61 %
Linde PLC 2,5221.3M $1.59 %
PTC Inc 8,4541.2M $1.53 %
Appfolio Inc 7,2471.1M $1.45 %
Brown & Brown Inc 17,2721.1M $1.43 %
Viking Holdings Ltd 13,7001M $1.28 %
S&P Global Inc 2,3521M $1.27 %
DoorDash Inc 6,296945.3K $1.20 %
Shopify Inc 7,911938.4K $1.19 %
Insmed Inc 5,570910.8K $1.16 %
Sherwin-Williams Co/The 2,604834.7K $1.06 %
Salesforce Inc 4,437828.3K $1.05 %
Ares Management Corp 7,428810.4K $1.03 %