Q3 2025 · 13F-HR
PARNASSUS INVESTMENTS, LLCholdings as filed
Filed 2025-10-24 · accession 0001172661-25-004416
$43.27B
Reported value
147
Positions
2025-09-30
Period end
The Brief · PARNASSUS INVESTMENTS, LLC · Q3 2025
AI · grounded in 13F
PARNASSUS INVESTMENTS, LLC established a new position in MSFT valued at $2.43B. The fund also initiated new stakes in NVDA for $2.31B and GOOGL for $2.22B. Additional new positions include AMZN at $2.19B, DE at $1.41B, and WM at $1.24B.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 594918104 | MSFT | MICROSOFT CORP | $2.43B | 5.62% | 4,690,425 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $2.31B | 5.34% | 12,386,339 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $2.22B | 5.14% | 9,140,511 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $2.19B | 5.06% | 9,970,124 | Common | SOLE |
| 244199105 | DE | DEERE & CO | $1.41B | 3.27% | 3,093,334 | Common | SOLE |
| 94106L109 | WM | WASTE MGMT INC DEL | $1.24B | 2.87% | 5,613,315 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $1.22B | 2.83% | 6,171,104 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $1.21B | 2.79% | 2,123,059 | Common | SOLE |
| 756109104 | O | REALTY INCOME CORP | $1.10B | 2.54% | 18,066,603 | Common | SOLE |
| 45866F104 | ICE | INTERCONTINENTAL EXCHANGE IN | $1.09B | 2.53% | 6,496,975 | Common | SOLE |
| 053332102 | AZO | AUTOZONE INC | $1.08B | 2.49% | 250,941 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $1.02B | 2.35% | 2,093,621 | Common | SOLE |
| G54950103 | LIN | LINDE PLC | $996.0M | 2.30% | 2,096,785 | Common | SOLE |
| 060505104 | BAC | BANK AMERICA CORP | $993.6M | 2.30% | 19,258,627 | Common | SOLE |
| 78409V104 | SPGI | S&P GLOBAL INC | $989.1M | 2.29% | 2,032,254 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $899.1M | 2.08% | 3,530,850 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $871.7M | 2.01% | 3,678,073 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $830.8M | 1.92% | 2,518,191 | Common | SOLE |
| 482480100 | KLAC | KLA CORP | $777.1M | 1.80% | 720,458 | Common | SOLE |
| 98138H101 | WDAY | WORKDAY INC | $774.5M | 1.79% | 3,217,205 | Common | SOLE |
| 038222105 | AMAT | APPLIED MATLS INC | $770.1M | 1.78% | 3,761,185 | Common | SOLE |
| 871607107 | SNPS | SYNOPSYS INC | $733.6M | 1.70% | 1,486,955 | Common | SOLE |
| 384802104 | GWW | GRAINGER W W INC | $721.2M | 1.67% | 756,802 | Common | SOLE |
| 31488V107 | FERG | FERGUSON ENTERPRISES INC | $679.5M | 1.57% | 3,025,659 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $675.1M | 1.56% | 2,400,432 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $672.1M | 1.55% | 6,884,440 | Common | SOLE |
| 92532F100 | VRTX | VERTEX PHARMACEUTICALS INC | $645.6M | 1.49% | 1,648,433 | Common | SOLE |
| 115236101 | BRO | BROWN & BROWN INC | $641.0M | 1.48% | 6,834,855 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $587.4M | 1.36% | 638,266 | Common | SOLE |
| 863667101 | SYK | STRYKER CORPORATION | $584.6M | 1.35% | 1,581,516 | Common | SOLE |
| 337738108 | FISV | FISERV INC | $529.6M | 1.22% | 4,107,648 | Common | SOLE |
| 571748102 | MRSH | MARSH & MCLENNAN COS INC | $521.3M | 1.20% | 2,586,704 | Common | SOLE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $487.0M | 1.13% | 3,169,419 | Common | SOLE |
| 571903202 | MAR | MARRIOTT INTL INC NEW | $483.0M | 1.12% | 1,854,516 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $479.4M | 1.11% | 628,280 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $472.6M | 1.09% | 2,920,991 | Common | SOLE |
| 294429105 | EFX | EQUIFAX INC | $449.8M | 1.04% | 1,753,435 | Common | SOLE |
| 824348106 | SHW | SHERWIN WILLIAMS CO | $430.4M | 0.99% | 1,243,059 | Common | SOLE |
| 058498106 | BALL | BALL CORP | $427.1M | 0.99% | 8,469,866 | Common | SOLE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $389.2M | 0.90% | 420,438 | Common | SOLE |
| 92345Y106 | VRSK | VERISK ANALYTICS INC | $375.4M | 0.87% | 1,492,715 | Common | SOLE |
| 12504L109 | CBRE | CBRE GROUP INC | $282.9M | 0.65% | 1,795,528 | Common | SOLE |
| 064058100 | BK | BANK NEW YORK MELLON CORP | $273.0M | 0.63% | 2,505,359 | Common | SOLE |
| 11285B108 | BEPC | BROOKFIELD RENEWABLE CORP | $183.7M | 0.42% | 5,337,630 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $165.2M | 0.38% | 523,658 | Common | SOLE |
| 92343V104 | VZ | VERIZON COMMUNICATIONS INC | $133.6M | 0.31% | 3,040,727 | Common | SOLE |
| 871829107 | SYY | SYSCO CORP | $131.4M | 0.30% | 1,595,466 | Common | SOLE |
| 808513105 | SCHW | SCHWAB CHARLES CORP | $129.4M | 0.30% | 1,355,531 | Common | SOLE |
| 231021106 | CMI | CUMMINS INC | $123.1M | 0.28% | 291,491 | Common | SOLE |
| G96629103 | WTW | WILLIS TOWERS WATSON PLC LTD | $121.7M | 0.28% | 352,374 | Common | SOLE |
| 907818108 | UNP | UNION PAC CORP | $115.3M | 0.27% | 487,922 | Common | SOLE |
| 743315103 | PGR | PROGRESSIVE CORP | $110.4M | 0.26% | 447,075 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $109.5M | 0.25% | 392,105 | Common | SOLE |
| 958102105 | WDC | WESTERN DIGITAL CORP | $107.9M | 0.25% | 898,860 | Common | SOLE |
| 172967424 | C | CITIGROUP INC | $105.0M | 0.24% | 1,034,942 | Common | SOLE |
| 80004C200 | SNDK | SANDISK CORP | $103.8M | 0.24% | 925,267 | Common | SOLE |
| 437076102 | HD | HOME DEPOT INC | $103.8M | 0.24% | 256,129 | Common | SOLE |
| 046353108 | AZNN | ASTRAZENECA PLC | $99.2M | 0.23% | 1,293,004 | Common | SOLE |
| 052769106 | ADSK | AUTODESK INC | $96.8M | 0.22% | 304,643 | Common | SOLE |
| 125523100 | CI | THE CIGNA GROUP | $94.3M | 0.22% | 327,143 | Common | SOLE |
| 512807306 | LRCX | LAM RESEARCH CORP | $93.8M | 0.22% | 700,715 | Common | SOLE |
| 12572Q105 | CME | CME GROUP INC | $93.7M | 0.22% | 346,744 | Common | SOLE |
| 92826C839 | V | VISA INC | $93.6M | 0.22% | 274,141 | Common | SOLE |
| 11133T103 | BR | BROADRIDGE FINL SOLUTIONS IN | $90.6M | 0.21% | 380,373 | Common | SOLE |
| 090572207 | BIO | BIO RAD LABS INC | $88.4M | 0.20% | 315,328 | Common | SOLE |
| 12503M108 | CBOE | CBOE GLOBAL MKTS INC | $84.1M | 0.19% | 342,751 | Common | SOLE |
| 89400J107 | TRU | TRANSUNION | $81.1M | 0.19% | 968,311 | Common | SOLE |
| 43300A203 | HLT | HILTON WORLDWIDE HLDGS INC | $78.6M | 0.18% | 302,882 | Common | SOLE |
| 31620M106 | FIS | FIDELITY NATL INFORMATION SV | $78.4M | 0.18% | 1,188,449 | Common | SOLE |
| 760759100 | RSG | REPUBLIC SVCS INC | $77.8M | 0.18% | 339,211 | Common | SOLE |
| 931142103 | WMT | WALMART INC | $72.7M | 0.17% | 705,359 | Common | SOLE |
| 31428X106 | FDX | FEDEX CORP | $72.5M | 0.17% | 307,542 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $72.1M | 0.17% | 208,917 | Common | SOLE |
| 67103H107 | ORLY | OREILLY AUTOMOTIVE INC | $71.8M | 0.17% | 666,374 | Common | SOLE |
| 98419M100 | XYL | XYLEM INC | $71.2M | 0.16% | 482,904 | Common | SOLE |
| 002824100 | ABT | ABBOTT LABS | $70.2M | 0.16% | 524,454 | Common | SOLE |
| 653656108 | NICE | NICE LTD | $67.9M | 0.16% | 468,906 | Common | SOLE |
| 912008109 | USFD | US FOODS HLDG CORP | $67.2M | 0.16% | 876,691 | Common | SOLE |
| 084423102 | WRB | BERKLEY W R CORP | $66.0M | 0.15% | 860,766 | Common | SOLE |
| 23331A109 | DHI | D R HORTON INC | $65.8M | 0.15% | 388,335 | Common | SOLE |
| 03990B101 | ARES | ARES MANAGEMENT CORPORATION | $65.6M | 0.15% | 410,100 | Common | SOLE |
| 89832Q109 | TFC | TRUIST FINL CORP | $65.0M | 0.15% | 1,421,042 | Common | SOLE |
| 20030N101 | CMCSA | COMCAST CORP NEW | $64.3M | 0.15% | 2,045,409 | Common | SOLE |
| 443510607 | HUBB | HUBBELL INC | $60.5M | 0.14% | 140,685 | Common | SOLE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $59.9M | 0.14% | 358,210 | Common | SOLE |
| 73278L105 | POOL | POOL CORP | $59.5M | 0.14% | 191,794 | Common | SOLE |
| 00846U101 | A | AGILENT TECHNOLOGIES INC | $59.1M | 0.14% | 460,456 | Common | SOLE |
| 929160109 | VMC | VULCAN MATLS CO | $58.6M | 0.14% | 190,620 | Common | SOLE |
| 75886F107 | REGN | REGENERON PHARMACEUTICALS | $56.8M | 0.13% | 101,023 | Common | SOLE |
| 670100205 | NVO | NOVO-NORDISK A S | $56.2M | 0.13% | 1,013,684 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $55.2M | 0.13% | 1,645,123 | Common | SOLE |
| 22160N109 | CSGP | COSTAR GROUP INC | $53.7M | 0.12% | 636,974 | Common | SOLE |
| 40171V100 | GWRE | GUIDEWIRE SOFTWARE INC | $51.8M | 0.12% | 225,282 | Common | SOLE |
| 090043100 | BILL | BILL HOLDINGS INC | $48.0M | 0.11% | 905,585 | Common | SOLE |
| G7S00T104 | PNR | PENTAIR PLC | $47.3M | 0.11% | 426,906 | Common | SOLE |
| 049468101 | TEAM | ATLASSIAN CORPORATION | $47.3M | 0.11% | 295,909 | Common | SOLE |
| 020002101 | ALL | ALLSTATE CORP | $46.9M | 0.11% | 218,526 | Common | SOLE |
| 776696106 | ROP | ROPER TECHNOLOGIES INC | $46.6M | 0.11% | 93,440 | Common | SOLE |
| 45784P101 | PODD | INSULET CORP | $46.5M | 0.11% | 150,699 | Common | SOLE |
| H01301128 | ALC | ALCON AG | $45.4M | 0.10% | 609,610 | Common | SOLE |
| 46266C105 | IQV | IQVIA HLDGS INC | $37.9M | 0.09% | 199,552 | Common | SOLE |
| 28176E108 | EW | EDWARDS LIFESCIENCES CORP | $36.9M | 0.09% | 474,917 | Common | SOLE |
| N6596X109 | NXPI | NXP SEMICONDUCTORS N V | $36.7M | 0.08% | 161,077 | Common | SOLE |
| 880770102 | TER | TERADYNE INC | $31.7M | 0.07% | 230,408 | Common | SOLE |
| 85423L103 | SARO | STANDARDAERO INC | $31.1M | 0.07% | 1,139,581 | Common | SOLE |
| 18915M107 | NET | CLOUDFLARE INC | $27.8M | 0.06% | 129,569 | Common | SOLE |
| 770700102 | HOOD | ROBINHOOD MKTS INC | $26.6M | 0.06% | 185,832 | Common | SOLE |
| 23804L103 | DDOG | DATADOG INC | $25.8M | 0.06% | 181,525 | Common | SOLE |
| 609839105 | MPWR | MONOLITHIC PWR SYS INC | $25.2M | 0.06% | 27,411 | Common | SOLE |
| 679580100 | ODFL | OLD DOMINION FREIGHT LINE IN | $25.0M | 0.06% | 177,577 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $23.4M | 0.05% | 10,008 | Common | SOLE |
| 69370C100 | PTC | PTC INC | $22.2M | 0.05% | 109,308 | Common | SOLE |
| 773903109 | ROK | ROCKWELL AUTOMATION INC | $21.0M | 0.05% | 60,163 | Common | SOLE |
| 45168D104 | IDXX | IDEXX LABS INC | $21.0M | 0.05% | 32,877 | Common | SOLE |
| V7780T103 | RCL | ROYAL CARIBBEAN GROUP | $19.3M | 0.04% | 59,717 | Common | SOLE |
| 127387108 | CDNS | CADENCE DESIGN SYSTEM INC | $17.8M | 0.04% | 50,764 | Common | SOLE |
| 169656105 | CMG | CHIPOTLE MEXICAN GRILL INC | $17.6M | 0.04% | 450,355 | Common | SOLE |
| G8994E103 | TT | TRANE TECHNOLOGIES PLC | $17.6M | 0.04% | 41,749 | Common | SOLE |
| 02043Q107 | ALNY | ALNYLAM PHARMACEUTICALS INC | $16.9M | 0.04% | 37,014 | Common | SOLE |
| 592688105 | MTD | METTLER TOLEDO INTERNATIONAL | $16.6M | 0.04% | 13,535 | Common | SOLE |
| 03831W108 | APP | APPLOVIN CORP | $16.3M | 0.04% | 22,707 | Common | SOLE |
| 12008R107 | BLDR | BUILDERS FIRSTSOURCE INC | $15.3M | 0.04% | 126,309 | Common | SOLE |
| 55354G100 | MSCI | MSCI INC | $12.3M | 0.03% | 21,742 | Common | SOLE |
| 632307104 | NTRA | NATERA INC | $11.0M | 0.03% | 68,236 | Common | SOLE |
| 74275K108 | PCOR | PROCORE TECHNOLOGIES INC | $10.3M | 0.02% | 141,273 | Common | SOLE |
| 617700109 | MORN | MORNINGSTAR INC | $9.9M | 0.02% | 42,488 | Common | SOLE |
| 955306105 | WST | WEST PHARMACEUTICAL SVSC INC | $8.8M | 0.02% | 33,568 | Common | SOLE |
| 852234103 | XYZ | BLOCK INC | $8.7M | 0.02% | 120,615 | Common | SOLE |
| G8068L108 | SN | SHARKNINJA INC | $8.6M | 0.02% | 83,447 | Common | SOLE |
| N07059210 | ASML | ASML HOLDING N V | $2.1M | 0.00% | 2,142 | Common | SOLE |
| 03783C100 | APPF | APPFOLIO INC | $2.0M | 0.00% | 7,388 | Common | SOLE |
| 25809K105 | DASH | DOORDASH INC | $1.8M | 0.00% | 6,554 | Common | SOLE |
| 36828A101 | GEV | GE VERNOVA INC | $1.8M | 0.00% | 2,873 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $1.6M | 0.00% | 1,374 | Common | SOLE |
| 457669307 | INSM | INSMED INC | $1.3M | 0.00% | 8,727 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $1.2M | 0.00% | 2,789 | Common | SOLE |
| 81141R100 | SE | SEA LTD | $520,104 | 0.00% | 2,910 | Common | SOLE |
| 759530108 | RELX | RELX PLC | $408,969 | 0.00% | 8,563 | Common | SOLE |
| 803054204 | SAP | SAP SE | $326,531 | 0.00% | 1,222 | Common | SOLE |
| G25508105 | CRH | CRH PLC | $310,781 | 0.00% | 2,592 | Common | SOLE |
| 35969L108 | YMM | FULL TRUCK ALLIANCE CO LTD | $279,465 | 0.00% | 21,547 | Common | SOLE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $269,964 | 0.00% | 50 | Common | SOLE |
| 94106B101 | WCN | WASTE CONNECTIONS INC | $262,645 | 0.00% | 1,494 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $262,448 | 0.00% | 376 | Common | SOLE |
| G25839104 | CCEP | COCA-COLA EUROPACIFIC PARTNE | $260,742 | 0.00% | 2,884 | Common | SOLE |
| G0450A105 | ACGL | ARCH CAP GROUP LTD | $225,646 | 0.00% | 2,487 | Common | SOLE |
| N20944109 | CNH | CNH INDL N V | $218,888 | 0.00% | 20,174 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.