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 | Value |
|---|---|
MSFTMICROSOFT CORP | $2.2B |
GOOGLALPHABET INC | $2.2B |
AMZNAMAZON COM INC | $1.8B |
NVDANVIDIA CORPORATION | $1.8B |
AAPLAPPLE INC | $1.4B |
DEDEERE & CO | $1.2B |
WMWASTE MGMT INC DEL | $1.2B |
LLYELI LILLY & CO | $1.1B |
DHRDANAHER CORPORATION | $1.1B |
MAMASTERCARD INCORPORATED | $1.0B |
TMOTHERMO FISHER SCIENTIFIC INC | $917.3M |
SPGIS&P GLOBAL INC | $914.2M |
BACBANK AMERICA CORP | $906.3M |
ICEINTERCONTINENTAL EXCHANGE IN | $880.5M |
AVGOBROADCOM INC | $851.9M |
OREALTY INCOME CORP | $851.5M |
AMATAPPLIED MATLS INC | $829.3M |
LINLINDE PLC | $775.5M |
KLACKLA CORP | $757.8M |
BSXBOSTON SCIENTIFIC CORP | $753.2M |
AZOAUTOZONE INC | $716.7M |
HDHOME DEPOT INC | $715.9M |
SYKSTRYKER CORPORATION | $684.5M |
CRMSALESFORCE INC | $681.1M |
SNPSSYNOPSYS INC | $676.8M |
GWWWW GRAINGER INC | $646.0M |
COSTCOSTCO WHSL CORP NEW | $571.3M |
FERGFERGUSON ENTERPRISES INC | $571.1M |
AMDADVANCED MICRO DEVICES INC | $527.5M |
BROBROWN & BROWN INC | $494.5M |
MARMARRIOTT INTL INC NEW | $484.5M |
WDAYWORKDAY INC | $454.6M |
ORCLORACLE CORP | $408.9M |
VRSKVERISK ANALYTICS INC | $406.0M |
MRSHMARSH & MCLENNAN COS INC | $403.3M |
PGPROCTER AND GAMBLE CO | $373.2M |
NOWSERVICENOW INC | $353.1M |
SHWSHERWIN WILLIAMS CO | $338.4M |
BKBANK NEW YORK MELLON CORP | $273.9M |
CBRECBRE GROUP INC | $272.4M |
BEPCBROOKFIELD RENEWABLE CORP | $193.0M |
JPMJPMORGAN CHASE & CO. | $161.4M |
CMICUMMINS INC | $142.9M |
SCHWSCHWAB CHARLES CORP | $129.6M |
BACVERIZON COMMUNICATIONS INC | $125.2M |
SYYSYSCO CORP | $118.7M |
WTWWILLIS TOWERS WATSON PLC LTD | $117.5M |
TRVCCITIGROUP INC | $115.4M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $114.6M |
AZNASTRAZENECA PLC | $113.8M |
LRCXLAM RESEARCH CORP | $110.6M |
UNPUNION PAC CORP | $108.0M |
PGRPROGRESSIVE CORP | $103.8M |
CMSCMS ENERGY CORP | $103.0M |
VVISA INC | $97.8M |
CMECME GROUP INC | $96.5M |
CITHE CIGNA GROUP | $92.4M |
WDCWESTERN DIGITAL CORP | $90.2M |
HUBBHUBBELL INC | $86.6M |
FDXFEDEX CORP | $85.2M |
MUMICRON TECHNOLOGY INC | $84.1M |
ADSKAUTODESK INC | $84.1M |
HLTHILTON WORLDWIDE HLDGS INC | $81.9M |
BRBROADRIDGE FINL SOLUTIONS IN | $81.4M |
WMTWALMART INC | $79.8M |
BILLBILL HOLDINGS INC | $79.8M |
CBOECBOE GLOBAL MKTS INC | $79.3M |
AG8AGILENT TECHNOLOGIES INC | $79.0M |
ABTABBOTT LABS | $77.2M |
TRUTRANSUNION | $76.6M |
BUWABIO RAD LABS INC | $76.4M |
REGNREGENERON PHARMACEUTICALS | $74.5M |
SAROSTANDARDAERO INC | $72.0M |
CMGCHIPOTLE MEXICAN GRILL INC | $67.9M |
RSGREPUBLIC SVCS INC | $66.3M |
UNHUNITEDHEALTH GROUP INC | $66.0M |
ARESARES MANAGEMENT CORPORATION | $65.1M |
TFCTRUIST FINL CORP | $64.5M |
USFDUS FOODS HLDG CORP | $60.9M |
XYLXYLEM INC | $60.6M |
ODFLOLD DOMINION FREIGHT LINE IN | $60.1M |
NSYNICE LTD | $59.3M |
VMCVULCAN MATLS CO | $57.8M |
ORLYOREILLY AUTOMOTIVE INC | $56.5M |
WRBBERKLEY W R CORP | $55.7M |
DHID R HORTON INC | $51.6M |
NXPINXP SEMICONDUCTORS N V | $50.3M |
EWEDWARDS LIFESCIENCES CORP | $50.0M |
NVONOVO-NORDISK A S | $49.3M |
IRINGERSOLL RAND INC | $49.2M |
ROPROPER TECHNOLOGIES INC | $48.8M |
PNRPENTAIR PLC | $47.5M |
PODDINSULET CORP | $47.4M |
INTCINTEL CORP | $46.2M |
SNDKSANDISK CORP | $44.6M |
ALSALLSTATE CORP | $41.9M |
IQVIQVIA HLDGS INC | $41.5M |
ALCALCON AG | $34.3M |
TERTERADYNE INC | $28.8M |
ROKROCKWELL AUTOMATION INC | $25.2M |
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