13F HOLDINGS REPORT
PARNASSUS INVESTMENTS, LLC
Quarter ended Q3 2025 · Filed October 24, 2025 · Accession 0001172661-25-004416
Total Value
$43.27B
Positions
147
Other Managers
0
Confidential Omitted
No
Holdings (147)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 4,690,425 | $2.43B | 5.62% |
| 2 | NVIDIA CORPORATION | NVDA | 12,386,339 | $2.31B | 5.34% |
| 3 | ALPHABET INC | GOOG | 9,140,511 | $2.22B | 5.14% |
| 4 | AMAZON COM INC | AMZN | 9,970,124 | $2.19B | 5.06% |
| 5 | DEERE & CO | DE | 3,093,334 | $1.41B | 3.27% |
| 6 | WASTE MGMT INC DEL | 94106L109 | 5,613,315 | $1.24B | 2.87% |
| 7 | DANAHER CORPORATION | 235851102 | 6,171,104 | $1.22B | 2.83% |
| 8 | MASTERCARD INCORPORATED | MA | 2,123,059 | $1.21B | 2.79% |
| 9 | REALTY INCOME CORP | O | 18,066,603 | $1.10B | 2.54% |
| 10 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 6,496,975 | $1.09B | 2.53% |
| 11 | AUTOZONE INC | AZO | 250,941 | $1.08B | 2.49% |
| 12 | THERMO FISHER SCIENTIFIC INC | TMO | 2,093,621 | $1.02B | 2.35% |
| 13 | LINDE PLC | LIN | 2,096,785 | $996.0M | 2.30% |
| 14 | BANK AMERICA CORP | 060505104 | 19,258,627 | $993.6M | 2.30% |
| 15 | S&P GLOBAL INC | SPGI | 2,032,254 | $989.1M | 2.29% |
| 16 | APPLE INC | AAPL | 3,530,850 | $899.1M | 2.08% |
| 17 | SALESFORCE INC | CRM | 3,678,073 | $871.7M | 2.01% |
| 18 | BROADCOM INC | AVGO | 2,518,191 | $830.8M | 1.92% |
| 19 | KLA CORP | KLAC | 720,458 | $777.1M | 1.80% |
| 20 | WORKDAY INC | WDAY | 3,217,205 | $774.5M | 1.79% |
| 21 | APPLIED MATLS INC | 038222105 | 3,761,185 | $770.1M | 1.78% |
| 22 | SYNOPSYS INC | SNPS | 1,486,955 | $733.6M | 1.70% |
| 23 | GRAINGER W W INC | 384802104 | 756,802 | $721.2M | 1.67% |
| 24 | FERGUSON ENTERPRISES INC | FERG | 3,025,659 | $679.5M | 1.57% |
| 25 | ORACLE CORP | ORCL-PD | 2,400,432 | $675.1M | 1.56% |
| 26 | BOSTON SCIENTIFIC CORP | BSX | 6,884,440 | $672.1M | 1.55% |
| 27 | VERTEX PHARMACEUTICALS INC | VRTX | 1,648,433 | $645.6M | 1.49% |
| 28 | BROWN & BROWN INC | BRO | 6,834,855 | $641.0M | 1.48% |
| 29 | SERVICENOW INC | NOW | 638,266 | $587.4M | 1.36% |
| 30 | STRYKER CORPORATION | SYK | 1,581,516 | $584.6M | 1.35% |
| 31 | FISERV INC | FISV | 4,107,648 | $529.6M | 1.22% |
| 32 | MARSH & MCLENNAN COS INC | 571748102 | 2,586,704 | $521.3M | 1.20% |
| 33 | PROCTER AND GAMBLE CO | 742718109 | 3,169,419 | $487.0M | 1.13% |
| 34 | MARRIOTT INTL INC NEW | 571903202 | 1,854,516 | $483.0M | 1.12% |
| 35 | ELI LILLY & CO | LLY | 628,280 | $479.4M | 1.11% |
| 36 | ADVANCED MICRO DEVICES INC | AMD | 2,920,991 | $472.6M | 1.09% |
| 37 | EQUIFAX INC | EFX | 1,753,435 | $449.8M | 1.04% |
| 38 | SHERWIN WILLIAMS CO | SHW | 1,243,059 | $430.4M | 0.99% |
| 39 | BALL CORP | BALL | 8,469,866 | $427.1M | 0.99% |
| 40 | COSTCO WHSL CORP NEW | 22160K105 | 420,438 | $389.2M | 0.90% |
| 41 | VERISK ANALYTICS INC | VRSK | 1,492,715 | $375.4M | 0.87% |
| 42 | CBRE GROUP INC | CBRE | 1,795,528 | $282.9M | 0.65% |
| 43 | BANK NEW YORK MELLON CORP | 064058100 | 2,505,359 | $273.0M | 0.63% |
| 44 | BROOKFIELD RENEWABLE CORP | BEPC | 5,337,630 | $183.7M | 0.42% |
| 45 | JPMORGAN CHASE & CO. | VYLD | 523,658 | $165.2M | 0.38% |
| 46 | VERIZON COMMUNICATIONS INC | VZ | 3,040,727 | $133.6M | 0.31% |
| 47 | SYSCO CORP | SYY | 1,595,466 | $131.4M | 0.30% |
| 48 | SCHWAB CHARLES CORP | SCHW-PJ | 1,355,531 | $129.4M | 0.30% |
| 49 | CUMMINS INC | CMI | 291,491 | $123.1M | 0.28% |
| 50 | WILLIS TOWERS WATSON PLC LTD | WTW | 352,374 | $121.7M | 0.28% |
| 51 | UNION PAC CORP | UNP | 487,922 | $115.3M | 0.27% |
| 52 | PROGRESSIVE CORP | 743315103 | 447,075 | $110.4M | 0.26% |
| 53 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 392,105 | $109.5M | 0.25% |
| 54 | WESTERN DIGITAL CORP | WDC | 898,860 | $107.9M | 0.25% |
| 55 | CITIGROUP INC | C-PR | 1,034,942 | $105.0M | 0.24% |
| 56 | SANDISK CORP | SNDK | 925,267 | $103.8M | 0.24% |
| 57 | HOME DEPOT INC | HD | 256,129 | $103.8M | 0.24% |
| 58 | ASTRAZENECA PLC | AZN | 1,293,004 | $99.2M | 0.23% |
| 59 | AUTODESK INC | ADSK | 304,643 | $96.8M | 0.22% |
| 60 | THE CIGNA GROUP | 125523100 | 327,143 | $94.3M | 0.22% |
| 61 | LAM RESEARCH CORP | LRCX | 700,715 | $93.8M | 0.22% |
| 62 | CME GROUP INC | CME | 346,744 | $93.7M | 0.22% |
| 63 | VISA INC | V | 274,141 | $93.6M | 0.22% |
| 64 | BROADRIDGE FINL SOLUTIONS IN | 11133T103 | 380,373 | $90.6M | 0.21% |
| 65 | BIO RAD LABS INC | 090572207 | 315,328 | $88.4M | 0.20% |
| 66 | CBOE GLOBAL MKTS INC | 12503M108 | 342,751 | $84.1M | 0.19% |
| 67 | TRANSUNION | TRU | 968,311 | $81.1M | 0.19% |
| 68 | HILTON WORLDWIDE HLDGS INC | HLT | 302,882 | $78.6M | 0.18% |
| 69 | FIDELITY NATL INFORMATION SV | 31620M106 | 1,188,449 | $78.4M | 0.18% |
| 70 | REPUBLIC SVCS INC | 760759100 | 339,211 | $77.8M | 0.18% |
| 71 | WALMART INC | WMT | 705,359 | $72.7M | 0.17% |
| 72 | FEDEX CORP | FDX | 307,542 | $72.5M | 0.17% |
| 73 | UNITEDHEALTH GROUP INC | UNH | 208,917 | $72.1M | 0.17% |
| 74 | OREILLY AUTOMOTIVE INC | 67103H107 | 666,374 | $71.8M | 0.17% |
| 75 | XYLEM INC | XYL | 482,904 | $71.2M | 0.16% |
| 76 | ABBOTT LABS | ABLZF | 524,454 | $70.2M | 0.16% |
| 77 | NICE LTD | NCSYF | 468,906 | $67.9M | 0.16% |
| 78 | US FOODS HLDG CORP | USFD | 876,691 | $67.2M | 0.16% |
| 79 | BERKLEY W R CORP | WRB-PH | 860,766 | $66.0M | 0.15% |
| 80 | D R HORTON INC | 23331A109 | 388,335 | $65.8M | 0.15% |
| 81 | ARES MANAGEMENT CORPORATION | ARES-PB | 410,100 | $65.6M | 0.15% |
| 82 | TRUIST FINL CORP | 89832Q109 | 1,421,042 | $65.0M | 0.15% |
| 83 | COMCAST CORP NEW | CCZ | 2,045,409 | $64.3M | 0.15% |
| 84 | HUBBELL INC | HUBB | 140,685 | $60.5M | 0.14% |
| 85 | MICRON TECHNOLOGY INC | MU | 358,210 | $59.9M | 0.14% |
| 86 | POOL CORP | POOL | 191,794 | $59.5M | 0.14% |
| 87 | AGILENT TECHNOLOGIES INC | A | 460,456 | $59.1M | 0.14% |
| 88 | VULCAN MATLS CO | 929160109 | 190,620 | $58.6M | 0.14% |
| 89 | REGENERON PHARMACEUTICALS | REGN | 101,023 | $56.8M | 0.13% |
| 90 | NOVO-NORDISK A S | NONOF | 1,013,684 | $56.2M | 0.13% |
| 91 | INTEL CORP | INTC | 1,645,123 | $55.2M | 0.13% |
| 92 | COSTAR GROUP INC | CSGP | 636,974 | $53.7M | 0.12% |
| 93 | GUIDEWIRE SOFTWARE INC | GWRE | 225,282 | $51.8M | 0.12% |
| 94 | BILL HOLDINGS INC | BILL | 905,585 | $48.0M | 0.11% |
| 95 | PENTAIR PLC | PNR | 426,906 | $47.3M | 0.11% |
| 96 | ATLASSIAN CORPORATION | TEAM | 295,909 | $47.3M | 0.11% |
| 97 | ALLSTATE CORP | ALL-PJ | 218,526 | $46.9M | 0.11% |
| 98 | ROPER TECHNOLOGIES INC | ROP | 93,440 | $46.6M | 0.11% |
| 99 | INSULET CORP | PODD | 150,699 | $46.5M | 0.11% |
| 100 | ALCON AG | ALC | 609,610 | $45.4M | 0.10% |
| 101 | IQVIA HLDGS INC | IQV | 199,552 | $37.9M | 0.09% |
| 102 | EDWARDS LIFESCIENCES CORP | EW | 474,917 | $36.9M | 0.09% |
| 103 | NXP SEMICONDUCTORS N V | NXPI | 161,077 | $36.7M | 0.08% |
| 104 | TERADYNE INC | TER | 230,408 | $31.7M | 0.07% |
| 105 | STANDARDAERO INC | SARO | 1,139,581 | $31.1M | 0.07% |
| 106 | CLOUDFLARE INC | NET | 129,569 | $27.8M | 0.06% |
| 107 | ROBINHOOD MKTS INC | 770700102 | 185,832 | $26.6M | 0.06% |
| 108 | DATADOG INC | DDOG | 181,525 | $25.8M | 0.06% |
| 109 | MONOLITHIC PWR SYS INC | 609839105 | 27,411 | $25.2M | 0.06% |
| 110 | OLD DOMINION FREIGHT LINE IN | ODFL | 177,577 | $25.0M | 0.06% |
| 111 | MERCADOLIBRE INC | MELI | 10,008 | $23.4M | 0.05% |
| 112 | PTC INC | PTC | 109,308 | $22.2M | 0.05% |
| 113 | ROCKWELL AUTOMATION INC | ROK | 60,163 | $21.0M | 0.05% |
| 114 | IDEXX LABS INC | 45168D104 | 32,877 | $21.0M | 0.05% |
| 115 | ROYAL CARIBBEAN GROUP | V7780T103 | 59,717 | $19.3M | 0.04% |
| 116 | CADENCE DESIGN SYSTEM INC | CDNS | 50,764 | $17.8M | 0.04% |
| 117 | CHIPOTLE MEXICAN GRILL INC | CMG | 450,355 | $17.6M | 0.04% |
| 118 | TRANE TECHNOLOGIES PLC | TT | 41,749 | $17.6M | 0.04% |
| 119 | ALNYLAM PHARMACEUTICALS INC | ALNY | 37,014 | $16.9M | 0.04% |
| 120 | METTLER TOLEDO INTERNATIONAL | MTD | 13,535 | $16.6M | 0.04% |
| 121 | APPLOVIN CORP | APP | 22,707 | $16.3M | 0.04% |
| 122 | BUILDERS FIRSTSOURCE INC | BLDR | 126,309 | $15.3M | 0.04% |
| 123 | MSCI INC | MSCI | 21,742 | $12.3M | 0.03% |
| 124 | NATERA INC | NTRA | 68,236 | $11.0M | 0.03% |
| 125 | PROCORE TECHNOLOGIES INC | PCOR | 141,273 | $10.3M | 0.02% |
| 126 | MORNINGSTAR INC | MORN | 42,488 | $9.9M | 0.02% |
| 127 | WEST PHARMACEUTICAL SVSC INC | 955306105 | 33,568 | $8.8M | 0.02% |
| 128 | BLOCK INC | BSQKZ | 120,615 | $8.7M | 0.02% |
| 129 | SHARKNINJA INC | SN | 83,447 | $8.6M | 0.02% |
| 130 | ASML HOLDING N V | ASMLF | 2,142 | $2.1M | 0.00% |
| 131 | APPFOLIO INC | APPF | 7,388 | $2.0M | 0.00% |
| 132 | DOORDASH INC | DASH | 6,554 | $1.8M | 0.00% |
| 133 | GE VERNOVA INC | GEV | 2,873 | $1.8M | 0.00% |
| 134 | NETFLIX INC | NFLX | 1,374 | $1.6M | 0.00% |
| 135 | INSMED INC | INSM | 8,727 | $1.3M | 0.00% |
| 136 | INTUITIVE SURGICAL INC | ISRG | 2,789 | $1.2M | 0.00% |
| 137 | SEA LTD | SE | 2,910 | $520,104 | 0.00% |
| 138 | RELX PLC | RLXXF | 8,563 | $408,969 | 0.00% |
| 139 | SAP SE | SAPGF | 1,222 | $326,531 | 0.00% |
| 140 | CRH PLC | CRH | 2,592 | $310,781 | 0.00% |
| 141 | FULL TRUCK ALLIANCE CO LTD | YMM | 21,547 | $279,465 | 0.00% |
| 142 | BOOKING HOLDINGS INC | BKNG | 50 | $269,964 | 0.00% |
| 143 | WASTE CONNECTIONS INC | WCN | 1,494 | $262,645 | 0.00% |
| 144 | SPOTIFY TECHNOLOGY S A | SPOT | 376 | $262,448 | 0.00% |
| 145 | COCA-COLA EUROPACIFIC PARTNE | CCEP | 2,884 | $260,742 | 0.00% |
| 146 | ARCH CAP GROUP LTD | G0450A105 | 2,487 | $225,646 | 0.00% |
| 147 | CNH INDL N V | N20944109 | 20,174 | $218,888 | 0.00% |