13F COMBINATION REPORT
PARNASSUS INVESTMENTS, LLC
Quarter ended Q4 2025 · Filed February 12, 2026 · Accession 0001172661-26-000636
Total Value
$38.56B
Positions
138
Other Managers
0
Confidential Omitted
No
Holdings (138)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 4,505,495 | $2.18B | 5.65% |
| 2 | ALPHABET INC | GOOG | 6,901,505 | $2.16B | 5.60% |
| 3 | AMAZON COM INC | AMZN | 7,887,228 | $1.82B | 4.72% |
| 4 | NVIDIA CORPORATION | NVDA | 9,600,898 | $1.79B | 4.64% |
| 5 | APPLE INC | AAPL | 5,049,172 | $1.37B | 3.56% |
| 6 | DEERE & CO | DE | 2,642,017 | $1.23B | 3.19% |
| 7 | WASTE MGMT INC DEL | 94106L109 | 5,277,285 | $1.16B | 3.01% |
| 8 | ELI LILLY & CO | LLY | 1,010,392 | $1.09B | 2.82% |
| 9 | DANAHER CORPORATION | 235851102 | 4,664,560 | $1.07B | 2.77% |
| 10 | MASTERCARD INCORPORATED | MA | 1,809,280 | $1.03B | 2.68% |
| 11 | THERMO FISHER SCIENTIFIC INC | TMO | 1,583,105 | $917.3M | 2.38% |
| 12 | S&P GLOBAL INC | SPGI | 1,749,394 | $914.2M | 2.37% |
| 13 | BANK AMERICA CORP | 060505104 | 16,477,774 | $906.3M | 2.35% |
| 14 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 5,436,265 | $880.5M | 2.28% |
| 15 | BROADCOM INC | AVGO | 2,461,410 | $851.9M | 2.21% |
| 16 | REALTY INCOME CORP | O | 15,106,270 | $851.5M | 2.21% |
| 17 | APPLIED MATLS INC | 038222105 | 3,227,145 | $829.3M | 2.15% |
| 18 | LINDE PLC | LIN | 1,818,692 | $775.5M | 2.01% |
| 19 | KLA CORP | KLAC | 623,664 | $757.8M | 1.97% |
| 20 | BOSTON SCIENTIFIC CORP | BSX | 7,899,240 | $753.2M | 1.95% |
| 21 | AUTOZONE INC | AZO | 211,328 | $716.7M | 1.86% |
| 22 | HOME DEPOT INC | HD | 2,080,538 | $715.9M | 1.86% |
| 23 | STRYKER CORPORATION | SYK | 1,947,575 | $684.5M | 1.78% |
| 24 | SALESFORCE INC | CRM | 2,571,143 | $681.1M | 1.77% |
| 25 | SYNOPSYS INC | SNPS | 1,440,874 | $676.8M | 1.76% |
| 26 | WW GRAINGER INC | 384802104 | 640,162 | $646.0M | 1.68% |
| 27 | COSTCO WHSL CORP NEW | 22160K105 | 662,447 | $571.3M | 1.48% |
| 28 | FERGUSON ENTERPRISES INC | FERG | 2,565,454 | $571.1M | 1.48% |
| 29 | ADVANCED MICRO DEVICES INC | AMD | 2,463,159 | $527.5M | 1.37% |
| 30 | BROWN & BROWN INC | BRO | 6,204,729 | $494.5M | 1.28% |
| 31 | MARRIOTT INTL INC NEW | 571903202 | 1,561,579 | $484.5M | 1.26% |
| 32 | WORKDAY INC | WDAY | 2,116,802 | $454.6M | 1.18% |
| 33 | ORACLE CORP | ORCL-PD | 2,097,860 | $408.9M | 1.06% |
| 34 | VERISK ANALYTICS INC | VRSK | 1,815,060 | $406.0M | 1.05% |
| 35 | MARSH & MCLENNAN COS INC | 571748102 | 2,173,621 | $403.3M | 1.05% |
| 36 | PROCTER AND GAMBLE CO | 742718109 | 2,604,052 | $373.2M | 0.97% |
| 37 | SERVICENOW INC | NOW | 2,304,946 | $353.1M | 0.92% |
| 38 | SHERWIN WILLIAMS CO | SHW | 1,044,274 | $338.4M | 0.88% |
| 39 | BANK NEW YORK MELLON CORP | 064058100 | 2,359,440 | $273.9M | 0.71% |
| 40 | CBRE GROUP INC | CBRE | 1,694,034 | $272.4M | 0.71% |
| 41 | BROOKFIELD RENEWABLE CORP | BEPC | 5,032,949 | $193.0M | 0.50% |
| 42 | JPMORGAN CHASE & CO. | VYLD | 500,909 | $161.4M | 0.42% |
| 43 | CUMMINS INC | CMI | 280,004 | $142.9M | 0.37% |
| 44 | SCHWAB CHARLES CORP | SCHW-PJ | 1,296,825 | $129.6M | 0.34% |
| 45 | VERIZON COMMUNICATIONS INC | VZ | 3,073,760 | $125.2M | 0.32% |
| 46 | SYSCO CORP | SYY | 1,611,005 | $118.7M | 0.31% |
| 47 | WILLIS TOWERS WATSON PLC LTD | WTW | 357,537 | $117.5M | 0.30% |
| 48 | CITIGROUP INC | C-PR | 989,173 | $115.4M | 0.30% |
| 49 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 376,999 | $114.6M | 0.30% |
| 50 | ASTRAZENECA PLC | AZN | 1,237,719 | $113.8M | 0.30% |
| 51 | LAM RESEARCH CORP | LRCX | 645,926 | $110.6M | 0.29% |
| 52 | UNION PAC CORP | UNP | 466,778 | $108.0M | 0.28% |
| 53 | PROGRESSIVE CORP | 743315103 | 455,850 | $103.8M | 0.27% |
| 54 | CMS ENERGY CORP | CMS-PC | 1,472,659 | $103.0M | 0.27% |
| 55 | VISA INC | V | 278,829 | $97.8M | 0.25% |
| 56 | CME GROUP INC | CME | 353,308 | $96.5M | 0.25% |
| 57 | THE CIGNA GROUP | 125523100 | 335,611 | $92.4M | 0.24% |
| 58 | WESTERN DIGITAL CORP | WDC | 523,497 | $90.2M | 0.23% |
| 59 | HUBBELL INC | HUBB | 194,948 | $86.6M | 0.22% |
| 60 | FEDEX CORP | FDX | 295,041 | $85.2M | 0.22% |
| 61 | MICRON TECHNOLOGY INC | MU | 294,810 | $84.1M | 0.22% |
| 62 | AUTODESK INC | ADSK | 283,980 | $84.1M | 0.22% |
| 63 | HILTON WORLDWIDE HLDGS INC | HLT | 285,163 | $81.9M | 0.21% |
| 64 | BROADRIDGE FINL SOLUTIONS IN | 11133T103 | 364,623 | $81.4M | 0.21% |
| 65 | WALMART INC | WMT | 716,625 | $79.8M | 0.21% |
| 66 | BILL HOLDINGS INC | BILL | 1,463,791 | $79.8M | 0.21% |
| 67 | CBOE GLOBAL MKTS INC | 12503M108 | 316,018 | $79.3M | 0.21% |
| 68 | AGILENT TECHNOLOGIES INC | A | 580,939 | $79.0M | 0.20% |
| 69 | ABBOTT LABS | ABLZF | 616,351 | $77.2M | 0.20% |
| 70 | TRANSUNION | TRU | 892,724 | $76.6M | 0.20% |
| 71 | BIO RAD LABS INC | 090572207 | 252,140 | $76.4M | 0.20% |
| 72 | REGENERON PHARMACEUTICALS | REGN | 96,545 | $74.5M | 0.19% |
| 73 | STANDARDAERO INC | SARO | 2,512,169 | $72.0M | 0.19% |
| 74 | CHIPOTLE MEXICAN GRILL INC | CMG | 1,834,533 | $67.9M | 0.18% |
| 75 | REPUBLIC SVCS INC | 760759100 | 312,695 | $66.3M | 0.17% |
| 76 | UNITEDHEALTH GROUP INC | UNH | 199,953 | $66.0M | 0.17% |
| 77 | ARES MANAGEMENT CORPORATION | ARES-PB | 402,561 | $65.1M | 0.17% |
| 78 | TRUIST FINL CORP | 89832Q109 | 1,309,976 | $64.5M | 0.17% |
| 79 | US FOODS HLDG CORP | USFD | 808,109 | $60.9M | 0.16% |
| 80 | XYLEM INC | XYL | 445,104 | $60.6M | 0.16% |
| 81 | OLD DOMINION FREIGHT LINE IN | ODFL | 383,487 | $60.1M | 0.16% |
| 82 | NICE LTD | NCSYF | 524,909 | $59.3M | 0.15% |
| 83 | VULCAN MATLS CO | 929160109 | 202,619 | $57.8M | 0.15% |
| 84 | OREILLY AUTOMOTIVE INC | 67103H107 | 619,351 | $56.5M | 0.15% |
| 85 | BERKLEY W R CORP | WRB-PH | 793,698 | $55.7M | 0.14% |
| 86 | D R HORTON INC | 23331A109 | 357,953 | $51.6M | 0.13% |
| 87 | NXP SEMICONDUCTORS N V | NXPI | 231,599 | $50.3M | 0.13% |
| 88 | EDWARDS LIFESCIENCES CORP | EW | 586,760 | $50.0M | 0.13% |
| 89 | NOVO-NORDISK A S | NONOF | 969,015 | $49.3M | 0.13% |
| 90 | INGERSOLL RAND INC | IR | 620,664 | $49.2M | 0.13% |
| 91 | ROPER TECHNOLOGIES INC | ROP | 109,628 | $48.8M | 0.13% |
| 92 | PENTAIR PLC | PNR | 456,104 | $47.5M | 0.12% |
| 93 | INSULET CORP | PODD | 166,904 | $47.4M | 0.12% |
| 94 | INTEL CORP | INTC | 1,251,981 | $46.2M | 0.12% |
| 95 | SANDISK CORP | SNDK | 187,772 | $44.6M | 0.12% |
| 96 | ALLSTATE CORP | ALL-PJ | 201,460 | $41.9M | 0.11% |
| 97 | IQVIA HLDGS INC | IQV | 183,977 | $41.5M | 0.11% |
| 98 | ALCON AG | ALC | 435,222 | $34.3M | 0.09% |
| 99 | TERADYNE INC | TER | 148,827 | $28.8M | 0.07% |
| 100 | ROCKWELL AUTOMATION INC | ROK | 64,815 | $25.2M | 0.07% |
| 101 | CLOUDFLARE INC | NET | 126,935 | $25.0M | 0.06% |
| 102 | DATADOG INC | DDOG | 177,245 | $24.1M | 0.06% |
| 103 | MONOLITHIC PWR SYS INC | 609839105 | 26,590 | $24.1M | 0.06% |
| 104 | IDEXX LABS INC | 45168D104 | 33,651 | $22.8M | 0.06% |
| 105 | ROYAL CARIBBEAN GROUP | V7780T103 | 80,810 | $22.5M | 0.06% |
| 106 | EQUIFAX INC | EFX | 98,891 | $21.5M | 0.06% |
| 107 | ROBINHOOD MKTS INC | 770700102 | 180,334 | $20.4M | 0.05% |
| 108 | GUIDEWIRE SOFTWARE INC | GWRE | 99,502 | $20.0M | 0.05% |
| 109 | QUANTA SVCS INC | 74762E102 | 47,313 | $20.0M | 0.05% |
| 110 | MERCADOLIBRE INC | MELI | 9,905 | $20.0M | 0.05% |
| 111 | METTLER TOLEDO INTERNATIONAL | MTD | 13,822 | $19.3M | 0.05% |
| 112 | PTC INC | PTC | 107,537 | $18.7M | 0.05% |
| 113 | COSTAR GROUP INC | CSGP | 272,688 | $18.3M | 0.05% |
| 114 | ALNYLAM PHARMACEUTICALS INC | ALNY | 44,560 | $17.7M | 0.05% |
| 115 | PROCORE TECHNOLOGIES INC | PCOR | 232,594 | $16.9M | 0.04% |
| 116 | NATERA INC | NTRA | 70,828 | $16.2M | 0.04% |
| 117 | TRANE TECHNOLOGIES PLC | TT | 40,502 | $15.8M | 0.04% |
| 118 | CADENCE DESIGN SYSTEM INC | CDNS | 49,244 | $15.4M | 0.04% |
| 119 | WASTE CONNECTIONS INC | WCN | 81,398 | $14.3M | 0.04% |
| 120 | MSCI INC | MSCI | 23,467 | $13.5M | 0.03% |
| 121 | POOL CORP | POOL | 57,094 | $13.1M | 0.03% |
| 122 | DOORDASH INC | DASH | 44,948 | $10.2M | 0.03% |
| 123 | WEST PHARMACEUTICAL SVSC INC | 955306105 | 34,387 | $9.5M | 0.02% |
| 124 | INSMED INC | INSM | 51,643 | $9.0M | 0.02% |
| 125 | ASML HOLDING N V | ASMLF | 2,358 | $2.5M | 0.01% |
| 126 | GE VERNOVA INC | GEV | 3,277 | $2.1M | 0.01% |
| 127 | APPFOLIO INC | APPF | 8,438 | $2.0M | 0.01% |
| 128 | NETFLIX INC | NFLX | 19,417 | $1.8M | 0.00% |
| 129 | INTUITIVE SURGICAL INC | ISRG | 3,087 | $1.7M | 0.00% |
| 130 | ATLASSIAN CORPORATION | TEAM | 5,473 | $887,392 | 0.00% |
| 131 | RELX PLC | RLXXF | 9,265 | $374,491 | 0.00% |
| 132 | CRH PLC | CRH | 2,834 | $353,683 | 0.00% |
| 133 | BOOKING HOLDINGS INC | BKNG | 55 | $294,543 | 0.00% |
| 134 | COCA-COLA EUROPACIFIC PARTNE | CCEP | 3,133 | $284,163 | 0.00% |
| 135 | FULL TRUCK ALLIANCE CO LTD | YMM | 23,076 | $247,605 | 0.00% |
| 136 | SPOTIFY TECHNOLOGY S A | SPOT | 410 | $238,091 | 0.00% |
| 137 | ARCH CAP GROUP LTD | G0450A105 | 2,268 | $217,547 | 0.00% |
| 138 | CNH INDL N V | N20944109 | 21,529 | $198,497 | 0.00% |