PARNASSUS INVESTMENTS, LLC

CIK: 0000948669SEC EDGAR →

Portfolio Value

$38.6B

Holdings

138

As of

Q4 2025

New Positions

137

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

MICROSOFT CORP

4,505,495$2.2B
5.65%
2

ALPHABET INC

6,901,505$2.2B
5.60%
3

AMAZON COM INC

7,887,228$1.8B
4.72%
4

NVIDIA CORPORATION

9,600,898$1.8B
4.64%
5

APPLE INC

5,049,172$1.4B
3.56%
6

DEERE & CO

2,642,017$1.2B
3.19%
7

WASTE MGMT INC DEL

5,277,285$1.2B
3.01%
8

ELI LILLY & CO

1,010,392$1.1B
2.82%
9

DANAHER CORPORATION

4,664,560$1.1B
2.77%
10

MASTERCARD INCORPORATED

1,809,280$1.0B
2.68%

Quarterly Changes

Top Buys

MSFTNEW
$2.2B
$2.2B
AMZNNEW
$1.8B
NVDANEW
$1.8B
AAPLNEW
$1.4B

Top Sells

No sells this quarter

New Positions (138)

$2.2B · 4.5M shares
$2.2B · 6.9M shares
$1.8B · 7.9M shares
$1.8B · 9.6M shares
$1.4B · 5.0M shares
$1.2B · 2.6M shares
$1.2B · 5.3M shares
$1.1B · 1.0M shares
$1.1B · 4.7M shares
$1.0B · 1.8M shares
$917.3M · 1.6M shares
$914.2M · 1.7M shares
$906.3M · 16.5M shares
$880.5M · 5.4M shares
$851.9M · 2.5M shares
$851.5M · 15.1M shares
$829.3M · 3.2M shares
$775.5M · 1.8M shares
$757.8M · 624K shares
$753.2M · 7.9M shares
$716.7M · 211K shares
$715.9M · 2.1M shares
$684.5M · 1.9M shares
$681.1M · 2.6M shares
$676.8M · 1.4M shares
$646.0M · 640K shares
$571.3M · 662K shares
$571.1M · 2.6M shares
$527.5M · 2.5M shares
$494.5M · 6.2M shares
$484.5M · 1.6M shares
$454.6M · 2.1M shares
$408.9M · 2.1M shares
$406.0M · 1.8M shares
$403.3M · 2.2M shares
$373.2M · 2.6M shares
$353.1M · 2.3M shares
$338.4M · 1.0M shares
$273.9M · 2.4M shares
$272.4M · 1.7M shares
$193.0M · 5.0M shares
$161.4M · 501K shares
$142.9M · 280K shares
$129.6M · 1.3M shares
$125.2M · 3.1M shares
$118.7M · 1.6M shares
$117.5M · 358K shares
$115.4M · 989K shares
$114.6M · 377K shares
$113.8M · 1.2M shares
$110.6M · 646K shares
$108.0M · 467K shares
$103.8M · 456K shares
$103.0M · 1.5M shares
$97.8M · 279K shares
$96.5M · 353K shares
$92.4M · 336K shares
$90.2M · 523K shares
$86.6M · 195K shares
$85.2M · 295K shares
$84.1M · 295K shares
$84.1M · 284K shares
$81.9M · 285K shares
$81.4M · 365K shares
$79.8M · 717K shares
$79.8M · 1.5M shares
$79.3M · 316K shares
$79.0M · 581K shares
$77.2M · 616K shares
$76.6M · 893K shares
$76.4M · 252K shares
$74.5M · 97K shares
$72.0M · 2.5M shares
$67.9M · 1.8M shares
$66.3M · 313K shares
$66.0M · 200K shares
$65.1M · 403K shares
$64.5M · 1.3M shares
$60.9M · 808K shares
$60.6M · 445K shares
$60.1M · 383K shares
$59.3M · 525K shares
$57.8M · 203K shares
$56.5M · 619K shares
$55.7M · 794K shares
$51.6M · 358K shares
$50.3M · 232K shares
$50.0M · 587K shares
$49.3M · 969K shares
$49.2M · 621K shares
$48.8M · 110K shares
$47.5M · 456K shares
$47.4M · 167K shares
$46.2M · 1.3M shares
$44.6M · 188K shares
$41.9M · 201K shares
$41.5M · 184K shares
$34.3M · 435K shares
$28.8M · 149K shares
$25.2M · 65K shares
$25.0M · 127K shares
$24.1M · 177K shares
$24.1M · 27K shares
$22.8M · 34K shares
$22.5M · 81K shares
$21.5M · 99K shares
$20.4M · 180K shares
$20.0M · 100K shares
$20.0M · 47K shares
$20.0M · 10K shares
$19.3M · 14K shares
$18.7M · 108K shares
$18.3M · 273K shares
$17.7M · 45K shares
$16.9M · 233K shares
$16.2M · 71K shares
$15.8M · 41K shares
$15.4M · 49K shares
$14.3M · 81K shares
$13.5M · 23K shares
$13.1M · 57K shares
$10.2M · 45K shares
$9.5M · 34K shares
$9.0M · 52K shares
$2.5M · 2K shares
$2.1M · 3K shares
$2.0M · 8K shares
$1.8M · 19K shares
$1.7M · 3K shares
$887K · 5K shares
$374K · 9K shares
$353K · 3K shares
$294K · 55 shares
$284K · 3K shares
$247K · 23K shares
$238K · 410 shares
$217K · 2K shares
$198K · 22K shares

Sector Breakdown

Sector# HoldingsValue%
Technology34$2.1789471790567136e+171T0.0%
Industrials23$1.2300431159472646e+114T0.0%
Financial Services21$1.0328819142159064e+106T0.0%
Healthcare21$1.0858481067811916e+101T0.0%
Consumer Cyclical11$1.820529716718716e+46T0.0%
Unknown8$1.1542679048763957e+28T0.0%
Consumer Defensive6$5.712543731861187e+21T0.0%
Communication Services5$2160171101791.8T0.0%
Real Estate3$85154027.2T0.0%
Basic Materials3$77547233.8T0.0%
Utilities3$1929631.0T0.0%