Parnassus Investments 13F, Q3 2025
Parnassus Investments · quarter ending 30 September 2025 · filed 24 October 2025 · SEC CIK 948669
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q3 2025
The 25 largest of 147 positions. Weights are against the whole filed book. Changes are in shares held, against the Q2 2025 filing.
| Company | Ticker | Value | % of book | vs Q2 2025 |
|---|---|---|---|---|
| MICROSOFT CORP | MSFT | $2.43B | 5.6% | -11% shares |
| NVIDIA CORPORATION | NVDA | $2.31B | 5.3% | -14% shares |
| ALPHABET INC | GOOGL | $2.22B | 5.1% | -8% shares |
| AMAZON COM INC | AMZN | $2.19B | 5.1% | -4% shares |
| DEERE & CO | DE | $1.41B | 3.3% | unchanged |
| WASTE MGMT INC DEL | WM | $1.24B | 2.9% | unchanged |
| DANAHER CORPORATION | DHR | $1.22B | 2.8% | -2% shares |
| MASTERCARD INCORPORATED | MA | $1.21B | 2.8% | unchanged |
| REALTY INCOME CORP | O | $1.10B | 2.5% | unchanged |
| INTERCONTINENTAL EXCHANGE IN | ICE | $1.09B | 2.5% | -2% shares |
| AUTOZONE INC | AZO | $1.08B | 2.5% | unchanged |
| THERMO FISHER SCIENTIFIC INC | TMO | $1.02B | 2.4% | -3% shares |
| LINDE PLC | $995.97M | 2.3% | -2% shares | |
| BANK AMERICA CORP | BAC | $993.55M | 2.3% | unchanged |
| S&P GLOBAL INC | SPGI | $989.12M | 2.3% | unchanged |
| APPLE INC | AAPL | $899.06M | 2.1% | -2% shares |
| SALESFORCE INC | CRM | $871.70M | 2.0% | +49% shares |
| BROADCOM INC | AVGO | $830.78M | 1.9% | -45% shares |
| KLA CORP | KLAC | $777.09M | 1.8% | +10% shares |
| WORKDAY INC | WDAY | $774.48M | 1.8% | +13% shares |
| APPLIED MATLS INC | AMAT | $770.07M | 1.8% | +13% shares |
| SYNOPSYS INC | SNPS | $733.65M | 1.7% | unchanged |
| GRAINGER W W INC | GWW | $721.20M | 1.7% | new |
| FERGUSON ENTERPRISES INC | FERG | $679.50M | 1.6% | -4% shares |
| ORACLE CORP | ORCL | $675.10M | 1.6% | -14% shares |
What changed since Q2 2025
Against the Q2 2025 filing, Parnassus Investments opened 7 new positions, added to 34, trimmed 61, left 45 unchanged and exited 8. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
Other quarters
Source: SEC Form 13F-HR, accession 0001172661-25-004416, filed by PARNASSUS INVESTMENTS, LLC. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.