PARNASSUS INVESTMENTS, LLC
Institutional investor · Portfolio as of Q3 2025
Top Holdings147 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 4.7M | $2.4B | 5.6% | $171.45 | +199.58% | 28 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORP | 12.4M | $2.3B | 5.3% | $113.85 | +59.72% | 28 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 9.1M | $2.2B | 5.1% | $99.80 | +144.37% | 28 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 10M | $2.2B | 5.1% | $188.20 | +18.05% | 12 qtrssince 2022-Q4 | Decreased 0 |
DEERE AND CO | 3.1M | $1.4B | 3.3% | $220.74 | +109.42% | 26 qtrssince 2019-Q2 | Decreased 0 |
WASTE MANAGEMENT INC | 5.6M | $1.2B | 2.9% | $120.15 | +81.93% | 28 qtrssince 2018-Q4 | Decreased 0 |
DANAHER CORP | 6.2M | $1.2B | 2.8% | $170.25 | +9.14% | 28 qtrssince 2018-Q4 | Decreased 0 |
MASTERCARD INC - A | 2.1M | $1.2B | 2.8% | $256.88 | +120.55% | 28 qtrssince 2018-Q4 | Decreased 0 |
REALTY INCOME CORP | 18.1M | $1.1B | 2.5% | $47.79 | +21.16% | 7 qtrssince 2024-Q1 | Decreased 0 |
INTERCONTINENTALEXCHANGE GRO COM | 6.5M | $1.1B | 2.5% | $115.12 | +45.50% | 15 qtrssince 2022-Q1 | Decreased 0 |
AUTOZONE INC | 250,941 | $1.1B | 2.5% | $2,626.47 | +63.35% | 11 qtrssince 2023-Q1 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 2.1M | $1B | 2.3% | $506.45 | -8.84% | 15 qtrssince 2022-Q1 | Decreased 0 |
LINDE PLC | 2.1M | $996M | 2.3% | $344.78 | +37.70% | 11 qtrssince 2023-Q1 | Decreased 0 |
BANK OF AMERICA CORP | 19.3M | $993.6M | 2.3% | $29.44 | +72.48% | 25 qtrssince 2019-Q3 | Decreased 0 |
S&P GLOBAL INC | 2M | $989.1M | 2.3% | $352.87 | +38.97% | 19 qtrssince 2021-Q1 | Decreased 0 |
APPLE INC | 3.5M | $899.1M | 2.1% | $124.19 | +104.28% | 28 qtrssince 2018-Q4 | Decreased 0 |
SALESFORCE.COM INC | 3.7M | $871.7M | 2.0% | $172.79 | +41.62% | 12 qtrssince 2022-Q4 | Increased 75 |
BROADCOM INC | 2.5M | $830.8M | 1.9% | $166.48 | +97.06% | 7 qtrssince 2024-Q1 | Decreased 0 |
KLA CORP | 720,458 | $777.1M | 1.8% | $58.99 | +82.06% | 23 qtrssince 2020-Q1 | Increased 55 |
WORKDAY INC-CLASS A | 3.2M | $774.5M | 1.8% | $246.15 | +0.62% | 13 qtrssince 2022-Q3 | Increased 56 |
PARNASSUS INVESTMENTS, LLC manages $43.3B across 147 positions as of Q3 2025. Top holdings: MSFT (5.6%), NVDA (5.3%), GOOGL (5.1%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 4.5/5.0.
Active quarter - 7 new positions, 8 exits, 46 increased. Top move: CRM (INCREASED, conviction 75). Portfolio: $43.3B across 147 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer