PARNASSUS INVESTMENTS, LLC
•CIK: 948669•Filing: Q4 2025
Parnassus Investments, LLC, managed by the renowned duo of Fred Alger and Anne Sheehan, maintains a focus on sustainable and socially responsible investing, with a current AUM of $38.6 billion across 138 positions. Recently, the fund has made notable moves by adding IMGN and Home Depot, up 615% and 590% respectively, while exiting Vertex and Fiserv, reflecting a strategic pivot towards growth in healthcare and consumer sectors.
Total AUM
$38.6B
QoQ Performance
-10.9%
Positions
138
Top 10 Concentration
38.6%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT
GOOGL
MSFT5.7%
GOOGL5.6%
AMZN4.7%
NVDA4.6%
AAPL3.6%
DE3.2%
WM3.0%
LLY2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other39.9%
Technology26.4%
Consumer10.0%
Healthcare8.6%
Financial6.4%
Industrial3.7%
Materials2.9%
Real Estate2.2%
🚪 Exited Positionssold since Q3 2025
+7 more exited positions
Changes from Q3 2025
NEW3 new positions
↑54 increased
↓81 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023