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 | $2.2B | 5.65% | |
| 2 | GOOGLALPHABET INC | 6,901,505 | $2.2B | 5.60% | |
| 3 | AMZNAMAZON COM INC | 7,887,228 | $1.8B | 4.72% | |
| 4 | NVDANVIDIA CORPORATION | 9,600,898 | $1.8B | 4.64% | |
| 5 | AAPLAPPLE INC | 5,049,172 | $1.4B | 3.56% | |
| 6 | DEDEERE & CO | 2,642,017 | $1.2B | 3.19% | |
| 7 | WMWASTE MGMT INC DEL | 5,277,285 | $1.2B | 3.01% | |
| 8 | LLYELI LILLY & CO | 1,010,392 | $1.1B | 2.82% | |
| 9 | DHRDANAHER CORPORATION | 4,664,560 | $1.1B | 2.77% | |
| 10 | MAMASTERCARD INCORPORATED | 1,809,280 | $1.0B | 2.68% | |
| 11 | TMOTHERMO FISHER SCIENTIFIC INC | 1,583,105 | $917.3M | 2.38% | |
| 12 | SPGIS&P GLOBAL INC | 1,749,394 | $914.2M | 2.37% | |
| 13 | BACBANK AMERICA CORP | 16,477,774 | $906.3M | 2.35% | |
| 14 | ICEINTERCONTINENTAL EXCHANGE IN | 5,436,265 | $880.5M | 2.28% | |
| 15 | AVGOBROADCOM INC | 2,461,410 | $851.9M | 2.21% | |
| 16 | OREALTY INCOME CORP | 15,106,270 | $851.5M | 2.21% | |
| 17 | AMATAPPLIED MATLS INC | 3,227,145 | $829.3M | 2.15% | |
| 18 | LINLINDE PLC | 1,818,692 | $775.5M | 2.01% | |
| 19 | KLACKLA CORP | 623,664 | $757.8M | 1.97% | |
| 20 | BSXBOSTON SCIENTIFIC CORP | 7,899,240 | $753.2M | 1.95% | |
| 21 | AZOAUTOZONE INC | 211,328 | $716.7M | 1.86% | |
| 22 | HDHOME DEPOT INC | 2,080,538 | $715.9M | 1.86% | |
| 23 | SYKSTRYKER CORPORATION | 1,947,575 | $684.5M | 1.78% | |
| 24 | CRMSALESFORCE INC | 2,571,143 | $681.1M | 1.77% | |
| 25 | SNPSSYNOPSYS INC | 1,440,874 | $676.8M | 1.76% | |
| 26 | GWWWW GRAINGER INC | 640,162 | $646.0M | 1.68% | |
| 27 | COSTCOSTCO WHSL CORP NEW | 662,447 | $571.3M | 1.48% | |
| 28 | FERGFERGUSON ENTERPRISES INC | 2,565,454 | $571.1M | 1.48% | |
| 29 | AMDADVANCED MICRO DEVICES INC | 2,463,159 | $527.5M | 1.37% | |
| 30 | BROBROWN & BROWN INC | 6,204,729 | $494.5M | 1.28% | |
| 31 | MARMARRIOTT INTL INC NEW | 1,561,579 | $484.5M | 1.26% | |
| 32 | WDAYWORKDAY INC | 2,116,802 | $454.6M | 1.18% | |
| 33 | ORCLORACLE CORP | 2,097,860 | $408.9M | 1.06% | |
| 34 | VRSKVERISK ANALYTICS INC | 1,815,060 | $406.0M | 1.05% | |
| 35 | MRSHMARSH & MCLENNAN COS INC | 2,173,621 | $403.3M | 1.05% | |
| 36 | PGPROCTER AND GAMBLE CO | 2,604,052 | $373.2M | 0.97% | |
| 37 | NOWSERVICENOW INC | 2,304,946 | $353.1M | 0.92% | |
| 38 | SHWSHERWIN WILLIAMS CO | 1,044,274 | $338.4M | 0.88% | |
| 39 | BKBANK NEW YORK MELLON CORP | 2,359,440 | $273.9M | 0.71% | |
| 40 | CBRECBRE GROUP INC | 1,694,034 | $272.4M | 0.71% | |
| 41 | BEPCBROOKFIELD RENEWABLE CORP | 5,032,949 | $193.0M | 0.50% | |
| 42 | JPMJPMORGAN CHASE & CO. | 500,909 | $161.4M | 0.42% | |
| 43 | CMICUMMINS INC | 280,004 | $142.9M | 0.37% | |
| 44 | SCHWSCHWAB CHARLES CORP | 1,296,825 | $129.6M | 0.34% | |
| 45 | BACVERIZON COMMUNICATIONS INC | 3,073,760 | $125.2M | 0.32% | |
| 46 | SYYSYSCO CORP | 1,611,005 | $118.7M | 0.31% | |
| 47 | WTWWILLIS TOWERS WATSON PLC LTD | 357,537 | $117.5M | 0.30% | |
| 48 | TRVCCITIGROUP INC | 989,173 | $115.4M | 0.30% | |
| 49 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 376,999 | $114.6M | 0.30% | |
| 50 | AZNASTRAZENECA PLC | 1,237,719 | $113.8M | 0.30% | |
| 51 | LRCXLAM RESEARCH CORP | 645,926 | $110.6M | 0.29% | |
| 52 | UNPUNION PAC CORP | 466,778 | $108.0M | 0.28% | |
| 53 | PGRPROGRESSIVE CORP | 455,850 | $103.8M | 0.27% | |
| 54 | CMSCMS ENERGY CORP | 1,472,659 | $103.0M | 0.27% | |
| 55 | VVISA INC | 278,829 | $97.8M | 0.25% | |
| 56 | CMECME GROUP INC | 353,308 | $96.5M | 0.25% | |
| 57 | CITHE CIGNA GROUP | 335,611 | $92.4M | 0.24% | |
| 58 | WDCWESTERN DIGITAL CORP | 523,497 | $90.2M | 0.23% | |
| 59 | HUBBHUBBELL INC | 194,948 | $86.6M | 0.22% | |
| 60 | FDXFEDEX CORP | 295,041 | $85.2M | 0.22% | |
| 61 | MUMICRON TECHNOLOGY INC | 294,810 | $84.1M | 0.22% | |
| 62 | ADSKAUTODESK INC | 283,980 | $84.1M | 0.22% | |
| 63 | HLTHILTON WORLDWIDE HLDGS INC | 285,163 | $81.9M | 0.21% | |
| 64 | BRBROADRIDGE FINL SOLUTIONS IN | 364,623 | $81.4M | 0.21% | |
| 65 | WMTWALMART INC | 716,625 | $79.8M | 0.21% | |
| 66 | BILLBILL HOLDINGS INC | 1,463,791 | $79.8M | 0.21% | |
| 67 | CBOECBOE GLOBAL MKTS INC | 316,018 | $79.3M | 0.21% | |
| 68 | AG8AGILENT TECHNOLOGIES INC | 580,939 | $79.0M | 0.20% | |
| 69 | ABTABBOTT LABS | 616,351 | $77.2M | 0.20% | |
| 70 | TRUTRANSUNION | 892,724 | $76.6M | 0.20% | |
| 71 | BUWABIO RAD LABS INC | 252,140 | $76.4M | 0.20% | |
| 72 | REGNREGENERON PHARMACEUTICALS | 96,545 | $74.5M | 0.19% | |
| 73 | SAROSTANDARDAERO INC | 2,512,169 | $72.0M | 0.19% | |
| 74 | CMGCHIPOTLE MEXICAN GRILL INC | 1,834,533 | $67.9M | 0.18% | |
| 75 | RSGREPUBLIC SVCS INC | 312,695 | $66.3M | 0.17% | |
| 76 | UNHUNITEDHEALTH GROUP INC | 199,953 | $66.0M | 0.17% | |
| 77 | ARESARES MANAGEMENT CORPORATION | 402,561 | $65.1M | 0.17% | |
| 78 | TFCTRUIST FINL CORP | 1,309,976 | $64.5M | 0.17% | |
| 79 | USFDUS FOODS HLDG CORP | 808,109 | $60.9M | 0.16% | |
| 80 | XYLXYLEM INC | 445,104 | $60.6M | 0.16% | |
| 81 | ODFLOLD DOMINION FREIGHT LINE IN | 383,487 | $60.1M | 0.16% | |
| 82 | NSYNICE LTD | 524,909 | $59.3M | 0.15% | |
| 83 | VMCVULCAN MATLS CO | 202,619 | $57.8M | 0.15% | |
| 84 | ORLYOREILLY AUTOMOTIVE INC | 619,351 | $56.5M | 0.15% | |
| 85 | WRBBERKLEY W R CORP | 793,698 | $55.7M | 0.14% | |
| 86 | DHID R HORTON INC | 357,953 | $51.6M | 0.13% | |
| 87 | NXPINXP SEMICONDUCTORS N V | 231,599 | $50.3M | 0.13% | |
| 88 | EWEDWARDS LIFESCIENCES CORP | 586,760 | $50.0M | 0.13% | |
| 89 | NVONOVO-NORDISK A S | 969,015 | $49.3M | 0.13% | |
| 90 | IRINGERSOLL RAND INC | 620,664 | $49.2M | 0.13% | |
| 91 | ROPROPER TECHNOLOGIES INC | 109,628 | $48.8M | 0.13% | |
| 92 | PNRPENTAIR PLC | 456,104 | $47.5M | 0.12% | |
| 93 | PODDINSULET CORP | 166,904 | $47.4M | 0.12% | |
| 94 | INTCINTEL CORP | 1,251,981 | $46.2M | 0.12% | |
| 95 | SNDKSANDISK CORP | 187,772 | $44.6M | 0.12% | |
| 96 | ALSALLSTATE CORP | 201,460 | $41.9M | 0.11% | |
| 97 | IQVIQVIA HLDGS INC | 183,977 | $41.5M | 0.11% | |
| 98 | ALCALCON AG | 435,222 | $34.3M | 0.09% | |
| 99 | TERTERADYNE INC | 148,827 | $28.8M | 0.07% | |
| 100 | ROKROCKWELL AUTOMATION INC | 64,815 | $25.2M | 0.07% |
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