13F HOLDINGS REPORT
PARNASSUS INVESTMENTS, LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001172661-25-001923
Total Value
$41.62B
Positions
135
Other Managers
0
Confidential Omitted
No
Holdings (135)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 6,450,971 | $2.42B | 5.82% |
| 2 | AMAZON COM INC | AMZN | 10,255,446 | $1.95B | 4.69% |
| 3 | NVIDIA CORPORATION | NVDA | 14,381,095 | $1.56B | 3.75% |
| 4 | DEERE & CO | DE | 3,207,917 | $1.51B | 3.62% |
| 5 | ALPHABET INC | GOOG | 9,660,930 | $1.49B | 3.59% |
| 6 | WASTE MGMT INC DEL | 94106L109 | 5,924,176 | $1.37B | 3.30% |
| 7 | MASTERCARD INCORPORATED | MA | 2,224,314 | $1.22B | 2.93% |
| 8 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 6,881,733 | $1.19B | 2.85% |
| 9 | REALTY INCOME CORP | O | 19,022,589 | $1.10B | 2.65% |
| 10 | S&P GLOBAL INC | SPGI | 2,105,041 | $1.07B | 2.57% |
| 11 | AUTOZONE INC | AZO | 260,634 | $993.7M | 2.39% |
| 12 | LINDE PLC | LIN | 2,049,551 | $954.4M | 2.29% |
| 13 | FISERV INC | FISV | 4,310,410 | $951.9M | 2.29% |
| 14 | THE CIGNA GROUP | 125523100 | 2,885,583 | $949.4M | 2.28% |
| 15 | BROWN & BROWN INC | BRO | 7,227,805 | $899.1M | 2.16% |
| 16 | VERTEX PHARMACEUTICALS INC | VRTX | 1,772,718 | $859.4M | 2.07% |
| 17 | BANK AMERICA CORP | 060505104 | 20,279,859 | $846.3M | 2.03% |
| 18 | APPLE INC | AAPL | 3,732,051 | $829.0M | 1.99% |
| 19 | BALL CORP | BALL | 15,563,406 | $810.4M | 1.95% |
| 20 | BROADCOM INC | AVGO | 4,765,518 | $797.9M | 1.92% |
| 21 | DANAHER CORPORATION | 235851102 | 3,828,024 | $784.7M | 1.89% |
| 22 | ELI LILLY & CO | LLY | 882,780 | $729.1M | 1.75% |
| 23 | INTUIT | INTU | 1,168,978 | $717.7M | 1.72% |
| 24 | THERMO FISHER SCIENTIFIC INC | TMO | 1,420,431 | $706.8M | 1.70% |
| 25 | WORKDAY INC | WDAY | 2,996,429 | $699.8M | 1.68% |
| 26 | STRYKER CORPORATION | SYK | 1,835,779 | $683.4M | 1.64% |
| 27 | MARSH & MCLENNAN COS INC | 571748102 | 2,797,477 | $682.7M | 1.64% |
| 28 | SALESFORCE INC | CRM | 2,501,600 | $671.3M | 1.61% |
| 29 | SYNOPSYS INC | SNPS | 1,363,310 | $584.7M | 1.40% |
| 30 | PROCTER AND GAMBLE CO | 742718109 | 3,390,048 | $577.7M | 1.39% |
| 31 | FERGUSON ENTERPRISES INC | FERG | 3,264,116 | $523.0M | 1.26% |
| 32 | SERVICENOW INC | NOW | 652,908 | $519.8M | 1.25% |
| 33 | APPLIED MATLS INC | 038222105 | 3,404,614 | $494.1M | 1.19% |
| 34 | MARRIOTT INTL INC NEW | 571903202 | 2,023,277 | $481.9M | 1.16% |
| 35 | COSTCO WHSL CORP NEW | 22160K105 | 507,363 | $479.9M | 1.15% |
| 36 | SHERWIN WILLIAMS CO | SHW | 1,333,941 | $465.8M | 1.12% |
| 37 | KLA CORP | KLAC | 670,441 | $455.8M | 1.10% |
| 38 | EQUIFAX INC | EFX | 1,836,527 | $447.3M | 1.07% |
| 39 | ADVANCED MICRO DEVICES INC | AMD | 4,142,418 | $425.6M | 1.02% |
| 40 | ORACLE CORP | ORCL-PD | 2,833,081 | $396.1M | 0.95% |
| 41 | VERISK ANALYTICS INC | VRSK | 1,167,895 | $347.6M | 0.84% |
| 42 | CBRE GROUP INC | CBRE | 1,835,456 | $240.0M | 0.58% |
| 43 | BANK NEW YORK MELLON CORP | 064058100 | 2,648,918 | $222.2M | 0.53% |
| 44 | AGILENT TECHNOLOGIES INC | A | 1,577,999 | $184.6M | 0.44% |
| 45 | D R HORTON INC | 23331A109 | 1,301,393 | $165.4M | 0.40% |
| 46 | SYSCO CORP | SYY | 2,043,378 | $153.3M | 0.37% |
| 47 | VERIZON COMMUNICATIONS INC | VZ | 3,304,258 | $149.9M | 0.36% |
| 48 | BROOKFIELD RENEWABLE CORP | BEPC | 4,855,793 | $135.6M | 0.33% |
| 49 | PROGRESSIVE CORP | 743315103 | 411,589 | $116.5M | 0.28% |
| 50 | UNITEDHEALTH GROUP INC | UNH | 220,796 | $115.6M | 0.28% |
| 51 | UNION PAC CORP | UNP | 483,883 | $114.3M | 0.27% |
| 52 | PFIZER INC | PFE | 4,401,705 | $111.5M | 0.27% |
| 53 | SIMON PPTY GROUP INC NEW | 828806109 | 670,528 | $111.4M | 0.27% |
| 54 | HUNT J B TRANS SVCS INC | 445658107 | 748,273 | $110.7M | 0.27% |
| 55 | CUMMINS INC | CMI | 350,969 | $110.0M | 0.26% |
| 56 | GLOBAL PMTS INC | 37940X102 | 1,098,035 | $107.5M | 0.26% |
| 57 | BROADRIDGE FINL SOLUTIONS IN | 11133T103 | 438,481 | $106.3M | 0.26% |
| 58 | WESTERN DIGITAL CORP | WDC | 2,553,614 | $103.2M | 0.25% |
| 59 | SCHWAB CHARLES CORP | SCHW-PJ | 1,307,324 | $102.3M | 0.25% |
| 60 | FIDELITY NATL INFORMATION SV | 31620M106 | 1,314,627 | $98.2M | 0.24% |
| 61 | REPUBLIC SVCS INC | 760759100 | 403,561 | $97.7M | 0.23% |
| 62 | VISA INC | V | 270,977 | $95.0M | 0.23% |
| 63 | OREILLY AUTOMOTIVE INC | 67103H107 | 65,534 | $93.9M | 0.23% |
| 64 | CBOE GLOBAL MKTS INC | 12503M108 | 408,205 | $92.4M | 0.22% |
| 65 | JPMORGAN CHASE & CO. | VYLD | 373,822 | $91.7M | 0.22% |
| 66 | FEDEX CORP | FDX | 369,368 | $90.0M | 0.22% |
| 67 | ASTRAZENECA PLC | AZN | 1,224,759 | $90.0M | 0.22% |
| 68 | TRANSUNION | TRU | 1,075,670 | $89.3M | 0.21% |
| 69 | CITIGROUP INC | C-PR | 1,252,436 | $88.9M | 0.21% |
| 70 | AUTODESK INC | ADSK | 333,499 | $87.3M | 0.21% |
| 71 | ALLSTATE CORP | ALL-PJ | 420,771 | $87.1M | 0.21% |
| 72 | MICRON TECHNOLOGY INC | MU | 978,092 | $85.0M | 0.20% |
| 73 | NICE LTD | NCSYF | 550,462 | $84.9M | 0.20% |
| 74 | AIRBNB INC | ABNB | 706,775 | $84.4M | 0.20% |
| 75 | CME GROUP INC | CME | 315,979 | $83.8M | 0.20% |
| 76 | THE TRADE DESK INC | 88339J105 | 1,496,796 | $81.9M | 0.20% |
| 77 | XYLEM INC | XYL | 683,663 | $81.7M | 0.20% |
| 78 | TRUIST FINL CORP | 89832Q109 | 1,982,313 | $81.6M | 0.20% |
| 79 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 487,374 | $80.9M | 0.19% |
| 80 | BAXTER INTL INC | 071813109 | 2,303,048 | $78.8M | 0.19% |
| 81 | OLD DOMINION FREIGHT LINE IN | ODFL | 473,262 | $78.3M | 0.19% |
| 82 | BIO RAD LABS INC | 090572207 | 318,111 | $77.5M | 0.19% |
| 83 | GILEAD SCIENCES INC | GILD | 642,590 | $72.0M | 0.17% |
| 84 | COMCAST CORP NEW | CCZ | 1,925,525 | $71.1M | 0.17% |
| 85 | BERKLEY W R CORP | WRB-PH | 978,174 | $69.6M | 0.17% |
| 86 | GUIDEWIRE SOFTWARE INC | GWRE | 368,125 | $69.0M | 0.17% |
| 87 | POOL CORP | POOL | 211,235 | $67.2M | 0.16% |
| 88 | NOVO-NORDISK A S | NONOF | 926,083 | $64.3M | 0.15% |
| 89 | US FOODS HLDG CORP | USFD | 980,733 | $64.2M | 0.15% |
| 90 | ROPER TECHNOLOGIES INC | ROP | 104,184 | $61.4M | 0.15% |
| 91 | HUBBELL INC | HUBB | 173,558 | $57.4M | 0.14% |
| 92 | LAM RESEARCH CORP | LRCX | 772,458 | $56.2M | 0.13% |
| 93 | HILTON WORLDWIDE HLDGS INC | HLT | 246,404 | $56.1M | 0.13% |
| 94 | IQVIA HLDGS INC | IQV | 308,267 | $54.3M | 0.13% |
| 95 | ATLASSIAN CORPORATION | TEAM | 255,350 | $54.2M | 0.13% |
| 96 | HOLOGIC INC | HOLX | 726,871 | $44.9M | 0.11% |
| 97 | COPART INC | CPRT | 758,831 | $42.9M | 0.10% |
| 98 | PENTAIR PLC | PNR | 474,833 | $41.5M | 0.10% |
| 99 | INTEL CORP | INTC | 1,812,124 | $41.2M | 0.10% |
| 100 | FORTINET INC | FTNT | 404,370 | $38.9M | 0.09% |
| 101 | KEYCORP | 493267108 | 2,271,400 | $36.3M | 0.09% |
| 102 | SANDISK CORP | SNDK | 751,345 | $35.8M | 0.09% |
| 103 | REPLIGEN CORP | RGEN | 254,621 | $32.4M | 0.08% |
| 104 | MERCADOLIBRE INC | MELI | 13,186 | $25.7M | 0.06% |
| 105 | METTLER TOLEDO INTERNATIONAL | MTD | 17,617 | $20.8M | 0.05% |
| 106 | TERADYNE INC | TER | 242,068 | $20.0M | 0.05% |
| 107 | DATADOG INC | DDOG | 188,231 | $18.7M | 0.04% |
| 108 | APPLOVIN CORP | APP | 68,447 | $18.1M | 0.04% |
| 109 | PTC INC | PTC | 113,747 | $17.6M | 0.04% |
| 110 | BLOCK INC | BSQKZ | 317,525 | $17.3M | 0.04% |
| 111 | MONOLITHIC PWR SYS INC | 609839105 | 28,450 | $16.5M | 0.04% |
| 112 | MORNINGSTAR INC | MORN | 54,242 | $16.3M | 0.04% |
| 113 | ROCKWELL AUTOMATION INC | ROK | 62,471 | $16.1M | 0.04% |
| 114 | MSCI INC | MSCI | 28,058 | $15.9M | 0.04% |
| 115 | IDEXX LABS INC | 45168D104 | 36,653 | $15.4M | 0.04% |
| 116 | BILL HOLDINGS INC | BILL | 333,734 | $15.3M | 0.04% |
| 117 | CLOUDFLARE INC | NET | 134,147 | $15.1M | 0.04% |
| 118 | ROBINHOOD MKTS INC | 770700102 | 360,000 | $15.0M | 0.04% |
| 119 | TRANE TECHNOLOGIES PLC | TT | 43,525 | $14.7M | 0.04% |
| 120 | WEST PHARMACEUTICAL SVSC INC | 955306105 | 62,479 | $14.0M | 0.03% |
| 121 | CADENCE DESIGN SYSTEM INC | CDNS | 54,099 | $13.8M | 0.03% |
| 122 | BUILDERS FIRSTSOURCE INC | BLDR | 107,970 | $13.5M | 0.03% |
| 123 | ARES MANAGEMENT CORPORATION | ARES-PB | 84,339 | $12.4M | 0.03% |
| 124 | CHIPOTLE MEXICAN GRILL INC | CMG | 204,232 | $10.3M | 0.02% |
| 125 | PROCORE TECHNOLOGIES INC | PCOR | 147,079 | $9.7M | 0.02% |
| 126 | ICON PLC | ICLR | 53,907 | $9.4M | 0.02% |
| 127 | NATERA INC | NTRA | 59,877 | $8.5M | 0.02% |
| 128 | BOSTON SCIENTIFIC CORP | BSX | 15,064 | $1.5M | 0.00% |
| 129 | APPFOLIO INC | APPF | 5,863 | $1.3M | 0.00% |
| 130 | NETFLIX INC | NFLX | 1,237 | $1.2M | 0.00% |
| 131 | INTUITIVE SURGICAL INC | ISRG | 2,309 | $1.1M | 0.00% |
| 132 | GE VERNOVA INC | GEV | 3,102 | $946,978 | 0.00% |
| 133 | ASML HOLDING N V | ASMLF | 1,367 | $905,815 | 0.00% |
| 134 | DOORDASH INC | DASH | 4,759 | $869,802 | 0.00% |
| 135 | SHARKNINJA INC | SN | 6,865 | $572,609 | 0.00% |