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 |
|---|---|
NETCLOUDFLARE INC | $25.0B |
DDOGDATADOG INC | $24.1B |
MPWRMONOLITHIC PWR SYS INC | $24.1B |
IDXXIDEXX LABS INC | $22.8B |
RCLROYAL CARIBBEAN GROUP | $22.5B |
EFXEQUIFAX INC | $21.5B |
HOODROBINHOOD MKTS INC | $20.4B |
GWREGUIDEWIRE SOFTWARE INC | $20.0B |
PWRQUANTA SVCS INC | $20.0B |
MLB1MERCADOLIBRE INC | $20.0B |
MTDMETTLER TOLEDO INTERNATIONAL | $19.3B |
PTCPTC INC | $18.7B |
CSGPCOSTAR GROUP INC | $18.3B |
ALNYALNYLAM PHARMACEUTICALS INC | $17.7B |
PCORPROCORE TECHNOLOGIES INC | $16.9B |
NTRANATERA INC | $16.2B |
TTTRANE TECHNOLOGIES PLC | $15.8B |
CDNSCADENCE DESIGN SYSTEM INC | $15.4B |
WCNWASTE CONNECTIONS INC | $14.3B |
MSCIMSCI INC | $13.5B |
POOLPOOL CORP | $13.1B |
DASHDOORDASH INC | $10.2B |
WSTWEST PHARMACEUTICAL SVSC INC | $9.5B |
IM8NINSMED INC | $9.0B |
ASMLASML HOLDING N V | $2.5B |
GEVGE VERNOVA INC | $2.1B |
APPFAPPFOLIO INC | $2.0B |
NFLXNETFLIX INC | $1.8B |
ISRGINTUITIVE SURGICAL INC | $1.7B |
TEAMATLASSIAN CORPORATION | $887.0M |
RELXRELX PLC | $374.0M |
RHCRH PLC | $353.0M |
BKNGBOOKING HOLDINGS INC | $294.0M |
CCEPCOCA-COLA EUROPACIFIC PARTNE | $284.0M |
YMMFULL TRUCK ALLIANCE CO LTD | $247.0M |
SPOTSPOTIFY TECHNOLOGY S A | $238.0M |
ACGLARCH CAP GROUP LTD | $217.0M |
CNHICNH INDL N V | $198.0M |
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