Filed: 10/24/2025ACC: 0001172661-25-004416
📋 What this filing means
PARNASSUS INVESTMENTS, LLC filed this quarterly 13F‑HR report disclosing 147 equity positions with a total reported market value of $43.27B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
147
Positions
$43.27B
Total AUM (reported)
224.70M
Total Shares
Allocation by class
COM$34.41B79.5%
CL A$2.96B6.8%
CAP STK CL A$2.22B5.1%
SHS$1.18B2.7%
COM NEW$977.21M2.3%
COMMON STOCK NEW$679.50M1.6%
CL A EX SUB VTG$183.72M0.4%
Portfolio Concentration
Top 3$6.96B16.1%
4–10$9.47B21.9%
11–25$12.80B29.6%
Rest$14.03B32.4%
Top 3 weight
16.1%
Top 10 weight
38.0%
Voting Authority Distribution
Total shares with voting rights: 224.70M
Sole
Full voting authority
208.02M
shares
% of voting shares92.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
16.68M
shares
% of voting shares7.4%
Investment Discretion (by position count)
Sole147
Shared0
Other0
Dominant voting typeSole · 92.6% of voting shares
Institutional Holdings147
Rows:
MICROSOFT CORP
SOLEShares4.69M
TypeSH
Market value$2.43B
5.62%
Sole
4.23M
Shared
0.00
None
457.85K
NVIDIA CORPORATION
SOLEShares12.39M
TypeSH
Market value$2.31B
5.34%
Sole
11.11M
Shared
0.00
None
1.28M
ALPHABET INC
SOLEShares9.14M
TypeSH
Market value$2.22B
5.14%
Sole
8.27M
Shared
0.00
None
867.81K
AMAZON COM INC
SOLEShares9.97M
TypeSH
Market value$2.19B
5.06%
Sole
9M
Shared
0.00
None
969.43K
DEERE & CO
SOLEShares3.09M
TypeSH
Market value$1.41B
3.27%
Sole
2.81M
Shared
0.00
None
282.60K
WASTE MGMT INC DEL
SOLEShares5.61M
TypeSH
Market value$1.24B
2.87%
Sole
5.04M
Shared
0.00
None
575.45K
DANAHER CORPORATION
SOLEShares6.17M
TypeSH
Market value$1.22B
2.83%
Sole
5.58M
Shared
0.00
None
592.95K
MASTERCARD INCORPORATED
SOLEShares2.12M
TypeSH
Market value$1.21B
2.79%
Sole
1.93M
Shared
0.00
None
191.12K
REALTY INCOME CORP
SOLEShares18.07M
TypeSH
Market value$1.10B
2.54%
Sole
16.30M
Shared
0.00
None
1.77M
INTERCONTINENTAL EXCHANGE IN
SOLEShares6.50M
TypeSH
Market value$1.09B
2.53%
Sole
5.83M
Shared
0.00
None
664.97K
AUTOZONE INC
SOLEShares250.94K
TypeSH
Market value$1.08B
2.49%
Sole
225.08K
Shared
0.00
None
25.86K
THERMO FISHER SCIENTIFIC INC
SOLEShares2.09M
TypeSH
Market value$1.02B
2.35%
Sole
1.90M
Shared
0.00
None
196.56K
LINDE PLC
SOLEShares2.10M
TypeSH
Market value$995.97M
2.30%
Sole
1.90M
Shared
0.00
None
197.89K
BANK AMERICA CORP
SOLEShares19.26M
TypeSH
Market value$993.55M
2.30%
Sole
17.61M
Shared
0.00
None
1.65M
S&P GLOBAL INC
SOLEShares2.03M
TypeSH
Market value$989.12M
2.29%
Sole
1.86M
Shared
0.00
None
175.75K
APPLE INC
SOLEShares3.53M
TypeSH
Market value$899.06M
2.08%
Sole
3.17M
Shared
0.00
None
363.20K
SALESFORCE INC
SOLEShares3.68M
TypeSH
Market value$871.70M
2.01%
Sole
3.30M
Shared
0.00
None
378.36K
BROADCOM INC
SOLEShares2.52M
TypeSH
Market value$830.78M
1.92%
Sole
2.28M
Shared
0.00
None
237.83K
KLA CORP
SOLEShares720.46K
TypeSH
Market value$777.09M
1.80%
Sole
658.17K
Shared
0.00
None
62.29K
WORKDAY INC
SOLEShares3.22M
TypeSH
Market value$774.48M
1.79%
Sole
2.92M
Shared
0.00
None
293.56K
APPLIED MATLS INC
SOLEShares3.76M
TypeSH
Market value$770.07M
1.78%
Sole
3.42M
Shared
0.00
None
341.61K
SYNOPSYS INC
SOLEShares1.49M
TypeSH
Market value$733.65M
1.70%
Sole
1.35M
Shared
0.00
None
137.35K
GRAINGER W W INC
SOLEShares756.80K
TypeSH
Market value$721.20M
1.67%
Sole
680.92K
Shared
0.00
None
75.89K
FERGUSON ENTERPRISES INC
SOLEShares3.03M
TypeSH
Market value$679.50M
1.57%
Sole
2.75M
Shared
0.00
None
274.30K
ORACLE CORP
SOLEShares2.40M
TypeSH
Market value$675.10M
1.56%
Sole
2.17M
Shared
0.00
None
225.65K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 4.69M | SH | $2.43B 5.62% | 4.23M | 0.00 | 457.85K |
NVIDIA CORPORATIONSOLE | COM | 12.39M | SH | $2.31B 5.34% | 11.11M | 0.00 | 1.28M |
ALPHABET INCSOLE | CAP STK CL A | 9.14M | SH | $2.22B 5.14% | 8.27M | 0.00 | 867.81K |
AMAZON COM INCSOLE | COM | 9.97M | SH | $2.19B 5.06% | 9M | 0.00 | 969.43K |
DEERE & COSOLE | COM | 3.09M | SH | $1.41B 3.27% | 2.81M | 0.00 | 282.60K |
WASTE MGMT INC DELSOLE | COM | 5.61M | SH | $1.24B 2.87% | 5.04M | 0.00 | 575.45K |
DANAHER CORPORATIONSOLE | COM | 6.17M | SH | $1.22B 2.83% | 5.58M | 0.00 | 592.95K |
MASTERCARD INCORPORATEDSOLE | CL A | 2.12M | SH | $1.21B 2.79% | 1.93M | 0.00 | 191.12K |
REALTY INCOME CORPSOLE | COM | 18.07M | SH | $1.10B 2.54% | 16.30M | 0.00 | 1.77M |
INTERCONTINENTAL EXCHANGE INSOLE | COM | 6.50M | SH | $1.09B 2.53% | 5.83M | 0.00 | 664.97K |
AUTOZONE INCSOLE | COM | 250.94K | SH | $1.08B 2.49% | 225.08K | 0.00 | 25.86K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 2.09M | SH | $1.02B 2.35% | 1.90M | 0.00 | 196.56K |
LINDE PLCSOLE | SHS | 2.10M | SH | $995.97M 2.30% | 1.90M | 0.00 | 197.89K |
BANK AMERICA CORPSOLE | COM | 19.26M | SH | $993.55M 2.30% | 17.61M | 0.00 | 1.65M |
S&P GLOBAL INCSOLE | COM | 2.03M | SH | $989.12M 2.29% | 1.86M | 0.00 | 175.75K |
APPLE INCSOLE | COM | 3.53M | SH | $899.06M 2.08% | 3.17M | 0.00 | 363.20K |
SALESFORCE INCSOLE | COM | 3.68M | SH | $871.70M 2.01% | 3.30M | 0.00 | 378.36K |
BROADCOM INCSOLE | COM | 2.52M | SH | $830.78M 1.92% | 2.28M | 0.00 | 237.83K |
KLA CORPSOLE | COM NEW | 720.46K | SH | $777.09M 1.80% | 658.17K | 0.00 | 62.29K |
WORKDAY INCSOLE | CL A | 3.22M | SH | $774.48M 1.79% | 2.92M | 0.00 | 293.56K |
APPLIED MATLS INCSOLE | COM | 3.76M | SH | $770.07M 1.78% | 3.42M | 0.00 | 341.61K |
SYNOPSYS INCSOLE | COM | 1.49M | SH | $733.65M 1.70% | 1.35M | 0.00 | 137.35K |
GRAINGER W W INCSOLE | COM | 756.80K | SH | $721.20M 1.67% | 680.92K | 0.00 | 75.89K |
FERGUSON ENTERPRISES INCSOLE | COMMON STOCK NEW | 3.03M | SH | $679.50M 1.57% | 2.75M | 0.00 | 274.30K |
ORACLE CORPSOLE | COM | 2.40M | SH | $675.10M 1.56% | 2.17M | 0.00 | 225.65K |
Page 1 of 6
…