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Parnassus Investments, LLC

All holdings · as of Dec 31, 2025

138 positions

CompanyClassValueShares% of portfolio
LAM RESEARCH CORP$110.57M645,9260.3%
Union Pacific Corp$107.98M466,7780.3%
PROGRESSIVE CORP/OH$103.81M455,8500.3%
CMS ENERGY CORP$102.98M1,472,6590.3%
Visa Inc$97.79M278,8290.3%
CME Group Inc$96.48M353,3080.3%
Cigna Group$92.37M335,6110.2%
Western Digital Corp$90.18M523,4970.2%
HUBBELL INC$86.58M194,9480.2%
FedEx Corp$85.23M295,0410.2%
MICRON TECHNOLOGY INC$84.14M294,8100.2%
Autodesk, Inc.$84.06M283,9800.2%
Hilton Worldwide Holdings Inc.$81.91M285,1630.2%
BROADRIDGE FINANCIAL SOLUTIONS INC$81.37M364,6230.2%
Walmart Inc.$79.84M716,6250.2%
BILL Holdings Inc$79.84M1,463,7910.2%
Cboe Global Markets Inc$79.32M316,0180.2%
Agilent Technologies Inc$79.05M580,9390.2%
ABBOTT LABORATORIES$77.22M616,3510.2%
TransUnion$76.55M892,7240.2%
BIO-RAD LABORATORIES, INC.$76.40M252,1400.2%
REGENERON PHARMACEUTICALS, INC.$74.52M96,5450.2%
StandardAero, Inc.SAROCommon Stock$72.05M2,512,1690.2%
Chipotle Mexican Grill Inc$67.88M1,834,5330.2%
REPUBLIC SERVICES, INC.$66.27M312,6950.2%
UNITEDHEALTH GROUP INC$66.01M199,9530.2%
Ares Management Corporation$65.07M402,5610.2%
TRUIST FINANCIAL CORP$64.46M1,309,9760.2%
US Foods Holding Corp.$60.87M808,1090.2%
Xylem Inc.$60.61M445,1040.2%
OLD DOMINION FREIGHT LINE, INC.$60.13M383,4870.2%
NICE Ltd.$59.34M524,9090.2%
Vulcan Materials Co$57.79M202,6190.1%
O REILLY AUTOMOTIVE INC$56.49M619,3510.1%
W. R. Berkley Corporation$55.65M793,6980.1%
HORTON D R INC /DE$51.56M357,9530.1%
NXP Semiconductors N.V.$50.27M231,5990.1%
Edwards Lifesciences Corp$50.02M586,7600.1%
NOVO-NORDISK A S$49.30M969,0150.1%
INGERSOLL-RAND INC$49.17M620,6640.1%
ROPER TECHNOLOGIES INC$48.80M109,6280.1%
PENTAIR plc$47.50M456,1040.1%
Insulet Corp$47.44M166,9040.1%
INTEL CORP$46.20M1,251,9810.1%
Sandisk Corp$44.57M187,7720.1%
ALLSTATE CORP$41.93M201,4600.1%
IQVIA HOLDINGS INC.$41.47M183,9770.1%
ALCON AG$34.30M435,2220.1%
TERADYNE, INC$28.81M148,8270.1%
Rockwell Automation Inc$25.22M64,8150.1%
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