Filed: 2/12/2026ACC: 0001172661-26-000636
📋 What this filing means
PARNASSUS INVESTMENTS, LLC filed this quarterly 13F‑HR report disclosing 138 equity positions with a total reported market value of $38.56B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
138
Positions
$38.56B
Total AUM (reported)
190.67M
Total Shares
Allocation by class
COM$30.74B79.7%
CL A$2.33B6.0%
CAP STK CL A$2.16B5.6%
COM NEW$985.55M2.6%
SHS$956.94M2.5%
COMMON STOCK NEW$571.15M1.5%
CL A EX SUB VTG$192.96M0.5%
Portfolio Concentration
Top 3$6.16B16.0%
4–10$8.74B22.7%
11–25$11.91B30.9%
Rest$11.75B30.5%
Top 3 weight
16.0%
Top 10 weight
38.6%
Voting Authority Distribution
Total shares with voting rights: 190.67M
Sole
Full voting authority
185.85M
shares
% of voting shares97.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.81M
shares
% of voting shares2.5%
Investment Discretion (by position count)
Sole138
Shared0
Other0
Dominant voting typeSole · 97.5% of voting shares
Institutional Holdings138
Rows:
MICROSOFT CORP
SOLEShares4.51M
TypeSH
Market value$2.18B
5.65%
Sole
4.35M
Shared
0.00
None
153.49K
ALPHABET INC
SOLEShares6.90M
TypeSH
Market value$2.16B
5.60%
Sole
6.68M
Shared
0.00
None
223.51K
AMAZON COM INC
SOLEShares7.89M
TypeSH
Market value$1.82B
4.72%
Sole
7.62M
Shared
0.00
None
265.07K
NVIDIA CORPORATION
SOLEShares9.60M
TypeSH
Market value$1.79B
4.64%
Sole
9.25M
Shared
0.00
None
346.03K
APPLE INC
SOLEShares5.05M
TypeSH
Market value$1.37B
3.56%
Sole
4.87M
Shared
0.00
None
182K
DEERE & CO
SOLEShares2.64M
TypeSH
Market value$1.23B
3.19%
Sole
2.56M
Shared
0.00
None
83.75K
WASTE MGMT INC DEL
SOLEShares5.28M
TypeSH
Market value$1.16B
3.01%
Sole
5.10M
Shared
0.00
None
178.29K
ELI LILLY & CO
SOLEShares1.01M
TypeSH
Market value$1.09B
2.82%
Sole
974.07K
Shared
0.00
None
36.32K
DANAHER CORPORATION
SOLEShares4.66M
TypeSH
Market value$1.07B
2.77%
Sole
4.51M
Shared
0.00
None
153.63K
MASTERCARD INCORPORATED
SOLEShares1.81M
TypeSH
Market value$1.03B
2.68%
Sole
1.75M
Shared
0.00
None
56.54K
THERMO FISHER SCIENTIFIC INC
SOLEShares1.58M
TypeSH
Market value$917.33M
2.38%
Sole
1.53M
Shared
0.00
None
50.94K
S&P GLOBAL INC
SOLEShares1.75M
TypeSH
Market value$914.22M
2.37%
Sole
1.70M
Shared
0.00
None
52.05K
BANK AMERICA CORP
SOLEShares16.48M
TypeSH
Market value$906.28M
2.35%
Sole
16M
Shared
0.00
None
481.86K
INTERCONTINENTAL EXCHANGE IN
SOLEShares5.44M
TypeSH
Market value$880.46M
2.28%
Sole
5.24M
Shared
0.00
None
196.36K
BROADCOM INC
SOLEShares2.46M
TypeSH
Market value$851.89M
2.21%
Sole
2.38M
Shared
0.00
None
81.51K
REALTY INCOME CORP
SOLEShares15.11M
TypeSH
Market value$851.54M
2.21%
Sole
14.58M
Shared
0.00
None
523.04K
APPLIED MATLS INC
SOLEShares3.23M
TypeSH
Market value$829.34M
2.15%
Sole
3.12M
Shared
0.00
None
104.20K
LINDE PLC
SOLEShares1.82M
TypeSH
Market value$775.47M
2.01%
Sole
1.76M
Shared
0.00
None
58.42K
KLA CORP
SOLEShares623.66K
TypeSH
Market value$757.80M
1.97%
Sole
604.67K
Shared
0.00
None
18.99K
BOSTON SCIENTIFIC CORP
SOLEShares7.90M
TypeSH
Market value$753.19M
1.95%
Sole
7.61M
Shared
0.00
None
286.46K
AUTOZONE INC
SOLEShares211.33K
TypeSH
Market value$716.72M
1.86%
Sole
203.69K
Shared
0.00
None
7.64K
HOME DEPOT INC
SOLEShares2.08M
TypeSH
Market value$715.91M
1.86%
Sole
2.02M
Shared
0.00
None
63.77K
STRYKER CORPORATION
SOLEShares1.95M
TypeSH
Market value$684.51M
1.78%
Sole
1.88M
Shared
0.00
None
62.86K
SALESFORCE INC
SOLEShares2.57M
TypeSH
Market value$681.12M
1.77%
Sole
2.48M
Shared
0.00
None
93.17K
SYNOPSYS INC
SOLEShares1.44M
TypeSH
Market value$676.81M
1.76%
Sole
1.39M
Shared
0.00
None
47.90K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 4.51M | SH | $2.18B 5.65% | 4.35M | 0.00 | 153.49K |
ALPHABET INCSOLE | CAP STK CL A | 6.90M | SH | $2.16B 5.60% | 6.68M | 0.00 | 223.51K |
AMAZON COM INCSOLE | COM | 7.89M | SH | $1.82B 4.72% | 7.62M | 0.00 | 265.07K |
NVIDIA CORPORATIONSOLE | COM | 9.60M | SH | $1.79B 4.64% | 9.25M | 0.00 | 346.03K |
APPLE INCSOLE | COM | 5.05M | SH | $1.37B 3.56% | 4.87M | 0.00 | 182K |
DEERE & COSOLE | COM | 2.64M | SH | $1.23B 3.19% | 2.56M | 0.00 | 83.75K |
WASTE MGMT INC DELSOLE | COM | 5.28M | SH | $1.16B 3.01% | 5.10M | 0.00 | 178.29K |
ELI LILLY & COSOLE | COM | 1.01M | SH | $1.09B 2.82% | 974.07K | 0.00 | 36.32K |
DANAHER CORPORATIONSOLE | COM | 4.66M | SH | $1.07B 2.77% | 4.51M | 0.00 | 153.63K |
MASTERCARD INCORPORATEDSOLE | CL A | 1.81M | SH | $1.03B 2.68% | 1.75M | 0.00 | 56.54K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 1.58M | SH | $917.33M 2.38% | 1.53M | 0.00 | 50.94K |
S&P GLOBAL INCSOLE | COM | 1.75M | SH | $914.22M 2.37% | 1.70M | 0.00 | 52.05K |
BANK AMERICA CORPSOLE | COM | 16.48M | SH | $906.28M 2.35% | 16M | 0.00 | 481.86K |
INTERCONTINENTAL EXCHANGE INSOLE | COM | 5.44M | SH | $880.46M 2.28% | 5.24M | 0.00 | 196.36K |
BROADCOM INCSOLE | COM | 2.46M | SH | $851.89M 2.21% | 2.38M | 0.00 | 81.51K |
REALTY INCOME CORPSOLE | COM | 15.11M | SH | $851.54M 2.21% | 14.58M | 0.00 | 523.04K |
APPLIED MATLS INCSOLE | COM | 3.23M | SH | $829.34M 2.15% | 3.12M | 0.00 | 104.20K |
LINDE PLCSOLE | SHS | 1.82M | SH | $775.47M 2.01% | 1.76M | 0.00 | 58.42K |
KLA CORPSOLE | COM NEW | 623.66K | SH | $757.80M 1.97% | 604.67K | 0.00 | 18.99K |
BOSTON SCIENTIFIC CORPSOLE | COM | 7.90M | SH | $753.19M 1.95% | 7.61M | 0.00 | 286.46K |
AUTOZONE INCSOLE | COM | 211.33K | SH | $716.72M 1.86% | 203.69K | 0.00 | 7.64K |
HOME DEPOT INCSOLE | COM | 2.08M | SH | $715.91M 1.86% | 2.02M | 0.00 | 63.77K |
STRYKER CORPORATIONSOLE | COM | 1.95M | SH | $684.51M 1.78% | 1.88M | 0.00 | 62.86K |
SALESFORCE INCSOLE | COM | 2.57M | SH | $681.12M 1.77% | 2.48M | 0.00 | 93.17K |
SYNOPSYS INCSOLE | COM | 1.44M | SH | $676.81M 1.76% | 1.39M | 0.00 | 47.90K |
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