Parnassus Investments, LLC
Parnassus Investments, LLC is an independent, employee-owned investment management company headquartered in San Francisco, California. Founded in 1984, the firm is known for its focus on sustainable and responsible investing. It serves a diverse client base, including institutional investors and retail clients, and provides advisory services through multiple equity and fixed income strategies. As of 2025, the firm employs between 53 and 83 professionals and has transferred its assets to an LLC structure after the 2021 acquisition of a majority interest by Affiliated Managers Group, Inc.
Investment Strategy
Parnassus Investments follows sustainable investment guidelines and fundamental security analysis. The firm focuses on investing in high-quality companies with relevant products or services, durable competitive advantages, strong management, and sustainable business practices. It avoids companies on its Caution List, incorporates sustainability into research, and exercises active ownership through proxy voting and engagement. Investment strategies cover equities, fixed income, and ESG-focused portfolios, with selection criteria emphasizing financial soundness and attractive valuation. Portfolio construction is driven by in-depth research, sustainability screening, and long-term wealth creation.
Top Holdings
Equity Positions (147)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 6.02% | $2.61B | 5,243,567 | $179.00 | $497.41 | +$186.6M |
N NVDA | NVIDIA CORPORATION | 5.25% | $2.28B | 14,409,647 | $21.60 | $157.99 | +$718.0M |
A AMZN | AMAZON COM INC | 5.24% | $2.27B | 10,348,666 | $186.54 | $219.39 | +$319.2M |
G GOOGL | ALPHABET INC | 4.02% | $1.74B | 9,894,598 | $87.87 | $176.23 | +$249.8M |
D DE | DEERE & CO | 3.67% | $1.59B | 3,129,594 | $232.74 | $508.49 | +$85.7M |
Industry Allocation
Investment Team (17)
| Name | Role | Location | |
|---|---|---|---|
A Andrew Choi | Portfolio Manager | Los Angeles, CA , United States | |
 | Vice President, Advisory Consultant | Chicago, IL , United States | |
 | Portfolio Manager and Senior Research Analyst | San Francisco, CA , United States | |
 | Incoming Research Analyst | San Francisco, CA , United States | |
 | Research Analyst | San Francisco, CA , United States | |
J Jean Lu | Managing Director, Research Team Strategy | CA , United States | |
L Lori Keith | Director of Research | Oakland, CA , United States | |
M Minh Bui | Portfolio Manager | San Francisco, CA , United States | |
 | Senior Research Analyst | Campbell, CA , United States | |
S Samantha Palm | Portfolio Manager | San Francisco, CA , United States |