PARNASSUS INVESTMENTS, LLC Q4 2025 Filing
Filed February 12, 2026
Portfolio Value
$38.6B
Holdings
138
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (138 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 4,505,495 | $2.2T | 5650.66% | |
| 2 | GOOGLALPHABET INC | 6,901,505 | $2.2T | 5601.97% | |
| 3 | AMZNAMAZON COM INC | 7,887,228 | $1.8T | 4721.18% | |
| 4 | NVDANVIDIA CORPORATION | 9,600,898 | $1.8T | 4643.48% | |
| 5 | AAPLAPPLE INC | 5,049,172 | $1.4T | 3559.74% | |
| 6 | DEDEERE & CO | 2,642,017 | $1.2T | 3189.87% | |
| 7 | WMWASTE MGMT INC DEL | 5,277,285 | $1.2T | 3006.86% | |
| 8 | LLYELI LILLY & CO | 1,010,392 | $1.1T | 2815.93% | |
| 9 | DHRDANAHER CORPORATION | 4,664,560 | $1.1T | 2769.15% | |
| 10 | MAMASTERCARD INCORPORATED | 1,809,280 | $1.0T | 2678.57% | |
| 11 | TMOTHERMO FISHER SCIENTIFIC INC | 1,583,105 | $917.3B | 2378.91% | |
| 12 | SPGIS&P GLOBAL INC | 1,749,394 | $914.2B | 2370.83% | |
| 13 | BACBANK AMERICA CORP | 16,477,774 | $906.3B | 2350.25% | |
| 14 | ICEINTERCONTINENTAL EXCHANGE IN | 5,436,265 | $880.5B | 2283.29% | |
| 15 | AVGOBROADCOM INC | 2,461,410 | $851.9B | 2209.22% | |
| 16 | OREALTY INCOME CORP | 15,106,270 | $851.5B | 2208.30% | |
| 17 | AMATAPPLIED MATLS INC | 3,227,145 | $829.3B | 2150.73% | |
| 18 | LINLINDE PLC | 1,818,692 | $775.5B | 2011.03% | |
| 19 | KLACKLA CORP | 623,664 | $757.8B | 1965.20% | |
| 20 | BSXBOSTON SCIENTIFIC CORP | 7,899,240 | $753.2B | 1953.25% | |
| 21 | AZOAUTOZONE INC | 211,328 | $716.7B | 1858.66% | |
| 22 | HDHOME DEPOT INC | 2,080,538 | $715.9B | 1856.58% | |
| 23 | SYKSTRYKER CORPORATION | 1,947,575 | $684.5B | 1775.15% | |
| 24 | CRMSALESFORCE INC | 2,571,143 | $681.1B | 1766.35% | |
| 25 | SNPSSYNOPSYS INC | 1,440,874 | $676.8B | 1755.16% | |
| 26 | GWWWW GRAINGER INC | 640,162 | $646.0B | 1675.15% | |
| 27 | COSTCOSTCO WHSL CORP NEW | 662,447 | $571.3B | 1481.43% | |
| 28 | FERGFERGUSON ENTERPRISES INC | 2,565,454 | $571.1B | 1481.16% | |
| 29 | AMDADVANCED MICRO DEVICES INC | 2,463,159 | $527.5B | 1367.99% | |
| 30 | BROBROWN & BROWN INC | 6,204,729 | $494.5B | 1282.43% | |
| 31 | MARMARRIOTT INTL INC NEW | 1,561,579 | $484.5B | 1256.36% | |
| 32 | WDAYWORKDAY INC | 2,116,802 | $454.6B | 1179.03% | |
| 33 | ORCLORACLE CORP | 2,097,860 | $408.9B | 1060.38% | |
| 34 | VRSKVERISK ANALYTICS INC | 1,815,060 | $406.0B | 1052.91% | |
| 35 | MRSHMARSH & MCLENNAN COS INC | 2,173,621 | $403.3B | 1045.75% | |
| 36 | PGPROCTER AND GAMBLE CO | 2,604,052 | $373.2B | 967.78% | |
| 37 | NOWSERVICENOW INC | 2,304,946 | $353.1B | 915.68% | |
| 38 | SHWSHERWIN WILLIAMS CO | 1,044,274 | $338.4B | 877.51% | |
| 39 | BKBANK NEW YORK MELLON CORP | 2,359,440 | $273.9B | 710.32% | |
| 40 | CBRECBRE GROUP INC | 1,694,034 | $272.4B | 706.37% | |
| 41 | BEPCBROOKFIELD RENEWABLE CORP | 5,032,949 | $193.0B | 500.41% | |
| 42 | JPMJPMORGAN CHASE & CO. | 500,909 | $161.4B | 418.56% | |
| 43 | CMICUMMINS INC | 280,004 | $142.9B | 370.66% | |
| 44 | SCHWSCHWAB CHARLES CORP | 1,296,825 | $129.6B | 336.00% | |
| 45 | BACVERIZON COMMUNICATIONS INC | 3,073,760 | $125.2B | 324.67% | |
| 46 | SYYSYSCO CORP | 1,611,005 | $118.7B | 307.86% | |
| 47 | WTWWILLIS TOWERS WATSON PLC LTD | 357,537 | $117.5B | 304.68% | |
| 48 | TRVCCITIGROUP INC | 989,173 | $115.4B | 299.33% | |
| 49 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 376,999 | $114.6B | 297.10% | |
| 50 | AZNASTRAZENECA PLC | 1,237,719 | $113.8B | 295.07% | |
| 51 | LRCXLAM RESEARCH CORP | 645,926 | $110.6B | 286.74% | |
| 52 | UNPUNION PAC CORP | 466,778 | $108.0B | 280.01% | |
| 53 | PGRPROGRESSIVE CORP | 455,850 | $103.8B | 269.20% | |
| 54 | CMSCMS ENERGY CORP | 1,472,659 | $103.0B | 267.07% | |
| 55 | VVISA INC | 278,829 | $97.8B | 253.59% | |
| 56 | CMECME GROUP INC | 353,308 | $96.5B | 250.20% | |
| 57 | CITHE CIGNA GROUP | 335,611 | $92.4B | 239.54% | |
| 58 | WDCWESTERN DIGITAL CORP | 523,497 | $90.2B | 233.87% | |
| 59 | HUBBHUBBELL INC | 194,948 | $86.6B | 224.52% | |
| 60 | FDXFEDEX CORP | 295,041 | $85.2B | 221.01% | |
| 61 | MUMICRON TECHNOLOGY INC | 294,810 | $84.1B | 218.20% | |
| 62 | ADSKAUTODESK INC | 283,980 | $84.1B | 217.99% | |
| 63 | HLTHILTON WORLDWIDE HLDGS INC | 285,163 | $81.9B | 212.42% | |
| 64 | BRBROADRIDGE FINL SOLUTIONS IN | 364,623 | $81.4B | 211.02% | |
| 65 | WMTWALMART INC | 716,625 | $79.8B | 207.05% | |
| 66 | BILLBILL HOLDINGS INC | 1,463,791 | $79.8B | 207.04% | |
| 67 | CBOECBOE GLOBAL MKTS INC | 316,018 | $79.3B | 205.70% | |
| 68 | AG8AGILENT TECHNOLOGIES INC | 580,939 | $79.0B | 205.00% | |
| 69 | ABTABBOTT LABS | 616,351 | $77.2B | 200.26% | |
| 70 | TRUTRANSUNION | 892,724 | $76.6B | 198.52% | |
| 71 | BUWABIO RAD LABS INC | 252,140 | $76.4B | 198.12% | |
| 72 | REGNREGENERON PHARMACEUTICALS | 96,545 | $74.5B | 193.25% | |
| 73 | SAROSTANDARDAERO INC | 2,512,169 | $72.0B | 186.84% | |
| 74 | CMGCHIPOTLE MEXICAN GRILL INC | 1,834,533 | $67.9B | 176.03% | |
| 75 | RSGREPUBLIC SVCS INC | 312,695 | $66.3B | 171.86% | |
| 76 | UNHUNITEDHEALTH GROUP INC | 199,953 | $66.0B | 171.17% | |
| 77 | ARESARES MANAGEMENT CORPORATION | 402,561 | $65.1B | 168.73% | |
| 78 | TFCTRUIST FINL CORP | 1,309,976 | $64.5B | 167.17% | |
| 79 | USFDUS FOODS HLDG CORP | 808,109 | $60.9B | 157.84% | |
| 80 | XYLXYLEM INC | 445,104 | $60.6B | 157.19% | |
| 81 | ODFLOLD DOMINION FREIGHT LINE IN | 383,487 | $60.1B | 155.94% | |
| 82 | NSYNICE LTD | 524,909 | $59.3B | 153.87% | |
| 83 | VMCVULCAN MATLS CO | 202,619 | $57.8B | 149.87% | |
| 84 | ORLYOREILLY AUTOMOTIVE INC | 619,351 | $56.5B | 146.50% | |
| 85 | WRBBERKLEY W R CORP | 793,698 | $55.7B | 144.33% | |
| 86 | DHID R HORTON INC | 357,953 | $51.6B | 133.70% | |
| 87 | NXPINXP SEMICONDUCTORS N V | 231,599 | $50.3B | 130.37% | |
| 88 | EWEDWARDS LIFESCIENCES CORP | 586,760 | $50.0B | 129.72% | |
| 89 | NVONOVO-NORDISK A S | 969,015 | $49.3B | 127.86% | |
| 90 | IRINGERSOLL RAND INC | 620,664 | $49.2B | 127.51% | |
| 91 | ROPROPER TECHNOLOGIES INC | 109,628 | $48.8B | 126.55% | |
| 92 | PNRPENTAIR PLC | 456,104 | $47.5B | 123.18% | |
| 93 | PODDINSULET CORP | 166,904 | $47.4B | 123.03% | |
| 94 | INTCINTEL CORP | 1,251,981 | $46.2B | 119.81% | |
| 95 | SNDKSANDISK CORP | 187,772 | $44.6B | 115.59% | |
| 96 | ALSALLSTATE CORP | 201,460 | $41.9B | 108.74% | |
| 97 | IQVIQVIA HLDGS INC | 183,977 | $41.5B | 107.54% | |
| 98 | ALCALCON AG | 435,222 | $34.3B | 88.95% | |
| 99 | TERTERADYNE INC | 148,827 | $28.8B | 74.70% | |
| 100 | ROKROCKWELL AUTOMATION INC | 64,815 | $25.2B | 65.40% |
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