13F HOLDINGS REPORT
PARNASSUS INVESTMENTS, LLC
Quarter ended Q2 2025 · Filed August 6, 2025 · Accession 0001172661-25-002910
Total Value
$43.35B
Positions
148
Other Managers
0
Confidential Omitted
No
Holdings (148)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 5,243,567 | $2.61B | 6.02% |
| 2 | NVIDIA CORPORATION | NVDA | 14,409,647 | $2.28B | 5.25% |
| 3 | AMAZON COM INC | AMZN | 10,348,666 | $2.27B | 5.24% |
| 4 | ALPHABET INC | GOOG | 9,894,598 | $1.74B | 4.02% |
| 5 | DEERE & CO | DE | 3,129,594 | $1.59B | 3.67% |
| 6 | WASTE MGMT INC DEL | 94106L109 | 5,712,714 | $1.31B | 3.02% |
| 7 | BROADCOM INC | AVGO | 4,537,606 | $1.25B | 2.89% |
| 8 | DANAHER CORPORATION | 235851102 | 6,317,534 | $1.25B | 2.88% |
| 9 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 6,629,807 | $1.22B | 2.81% |
| 10 | MASTERCARD INCORPORATED | MA | 2,138,691 | $1.20B | 2.77% |
| 11 | S&P GLOBAL INC | SPGI | 2,036,677 | $1.07B | 2.48% |
| 12 | REALTY INCOME CORP | O | 18,386,115 | $1.06B | 2.44% |
| 13 | LINDE PLC | LIN | 2,142,263 | $1.01B | 2.32% |
| 14 | AUTOZONE INC | AZO | 252,155 | $936.1M | 2.16% |
| 15 | BANK AMERICA CORP | 060505104 | 19,491,310 | $922.3M | 2.13% |
| 16 | INTUIT | INTU | 1,134,238 | $893.4M | 2.06% |
| 17 | THERMO FISHER SCIENTIFIC INC | TMO | 2,165,258 | $877.9M | 2.02% |
| 18 | BROWN & BROWN INC | BRO | 7,017,120 | $778.0M | 1.79% |
| 19 | VERTEX PHARMACEUTICALS INC | VRTX | 1,711,440 | $761.9M | 1.76% |
| 20 | SYNOPSYS INC | SNPS | 1,481,292 | $759.4M | 1.75% |
| 21 | APPLE INC | AAPL | 3,607,907 | $740.2M | 1.71% |
| 22 | FISERV INC | FISV | 4,203,673 | $724.8M | 1.67% |
| 23 | STRYKER CORPORATION | SYK | 1,787,988 | $707.4M | 1.63% |
| 24 | FERGUSON ENTERPRISES INC | FERG | 3,142,599 | $684.3M | 1.58% |
| 25 | WORKDAY INC | WDAY | 2,845,644 | $683.0M | 1.58% |
| 26 | SALESFORCE INC | CRM | 2,474,812 | $674.9M | 1.56% |
| 27 | BALL CORP | BALL | 11,835,650 | $663.9M | 1.53% |
| 28 | ELI LILLY & CO | LLY | 847,576 | $660.7M | 1.52% |
| 29 | SERVICENOW INC | NOW | 636,994 | $654.9M | 1.51% |
| 30 | APPLIED MATLS INC | 038222105 | 3,338,954 | $611.3M | 1.41% |
| 31 | ORACLE CORP | ORCL-PD | 2,783,475 | $608.6M | 1.40% |
| 32 | KLA CORP | KLAC | 655,060 | $586.8M | 1.35% |
| 33 | MARSH & MCLENNAN COS INC | 571748102 | 2,659,484 | $581.5M | 1.34% |
| 34 | ADVANCED MICRO DEVICES INC | AMD | 3,991,057 | $566.3M | 1.31% |
| 35 | MARRIOTT INTL INC NEW | 571903202 | 1,953,962 | $533.8M | 1.23% |
| 36 | PROCTER AND GAMBLE CO | 742718109 | 3,196,389 | $509.2M | 1.17% |
| 37 | EQUIFAX INC | EFX | 1,779,843 | $461.6M | 1.06% |
| 38 | SHERWIN WILLIAMS CO | SHW | 1,269,300 | $435.8M | 1.01% |
| 39 | COSTCO WHSL CORP NEW | 22160K105 | 434,151 | $429.8M | 0.99% |
| 40 | VERISK ANALYTICS INC | VRSK | 1,132,296 | $352.7M | 0.81% |
| 41 | CBRE GROUP INC | CBRE | 1,789,527 | $250.7M | 0.58% |
| 42 | BANK NEW YORK MELLON CORP | 064058100 | 2,547,421 | $232.1M | 0.54% |
| 43 | BROOKFIELD RENEWABLE CORP | BEPC | 5,263,087 | $172.5M | 0.40% |
| 44 | D R HORTON INC | 23331A109 | 1,292,047 | $166.6M | 0.38% |
| 45 | JPMORGAN CHASE & CO. | VYLD | 519,146 | $150.5M | 0.35% |
| 46 | VERIZON COMMUNICATIONS INC | VZ | 2,805,084 | $121.4M | 0.28% |
| 47 | SCHWAB CHARLES CORP | SCHW-PJ | 1,306,604 | $119.2M | 0.27% |
| 48 | SYSCO CORP | SYY | 1,564,203 | $118.5M | 0.27% |
| 49 | CUMMINS INC | CMI | 342,038 | $112.0M | 0.26% |
| 50 | UNION PAC CORP | UNP | 484,149 | $111.4M | 0.26% |
| 51 | PROGRESSIVE CORP | 743315103 | 392,685 | $104.8M | 0.24% |
| 52 | WILLIS TOWERS WATSON PLC LTD | WTW | 341,414 | $104.6M | 0.24% |
| 53 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 457,244 | $103.6M | 0.24% |
| 54 | FIDELITY NATL INFORMATION SV | 31620M106 | 1,234,774 | $100.5M | 0.23% |
| 55 | AUTODESK INC | ADSK | 314,702 | $97.4M | 0.22% |
| 56 | BROADRIDGE FINL SOLUTIONS IN | 11133T103 | 392,798 | $95.5M | 0.22% |
| 57 | HUNT J B TRANS SVCS INC | 445658107 | 663,090 | $95.2M | 0.22% |
| 58 | THE CIGNA GROUP | 125523100 | 285,917 | $94.5M | 0.22% |
| 59 | VISA INC | V | 266,080 | $94.5M | 0.22% |
| 60 | AIRBNB INC | ABNB | 699,766 | $92.6M | 0.21% |
| 61 | WESTERN DIGITAL CORP | WDC | 1,437,621 | $92.0M | 0.21% |
| 62 | ASTRAZENECA PLC | AZN | 1,286,979 | $89.9M | 0.21% |
| 63 | TRANSUNION | TRU | 1,006,054 | $88.5M | 0.20% |
| 64 | FEDEX CORP | FDX | 384,194 | $87.3M | 0.20% |
| 65 | CITIGROUP INC | C-PR | 1,021,369 | $86.9M | 0.20% |
| 66 | REPUBLIC SVCS INC | 760759100 | 352,433 | $86.9M | 0.20% |
| 67 | CME GROUP INC | CME | 314,138 | $86.6M | 0.20% |
| 68 | CBOE GLOBAL MKTS INC | 12503M108 | 356,111 | $83.0M | 0.19% |
| 69 | HILTON WORLDWIDE HLDGS INC | HLT | 311,242 | $82.9M | 0.19% |
| 70 | ALCON AG | ALC | 916,801 | $80.9M | 0.19% |
| 71 | AGILENT TECHNOLOGIES INC | A | 674,048 | $79.5M | 0.18% |
| 72 | NICE LTD | NCSYF | 466,429 | $78.8M | 0.18% |
| 73 | BIO RAD LABS INC | 090572207 | 317,218 | $76.6M | 0.18% |
| 74 | ARES MANAGEMENT CORPORATION | ARES-PB | 422,328 | $73.1M | 0.17% |
| 75 | COMCAST CORP NEW | CCZ | 1,989,492 | $71.0M | 0.16% |
| 76 | LAM RESEARCH CORP | LRCX | 728,028 | $70.9M | 0.16% |
| 77 | US FOODS HLDG CORP | USFD | 910,863 | $70.1M | 0.16% |
| 78 | NOVO-NORDISK A S | NONOF | 1,011,546 | $69.8M | 0.16% |
| 79 | OLD DOMINION FREIGHT LINE IN | ODFL | 418,252 | $67.9M | 0.16% |
| 80 | HUBBELL INC | HUBB | 163,487 | $66.8M | 0.15% |
| 81 | MICRON TECHNOLOGY INC | MU | 535,860 | $66.0M | 0.15% |
| 82 | BERKLEY W R CORP | WRB-PH | 894,317 | $65.7M | 0.15% |
| 83 | UNITEDHEALTH GROUP INC | UNH | 208,616 | $65.1M | 0.15% |
| 84 | XYLEM INC | XYL | 501,727 | $64.9M | 0.15% |
| 85 | TRUIST FINL CORP | 89832Q109 | 1,476,432 | $63.5M | 0.15% |
| 86 | OREILLY AUTOMOTIVE INC | 67103H107 | 689,413 | $62.1M | 0.14% |
| 87 | ATLASSIAN CORPORATION | TEAM | 304,117 | $61.8M | 0.14% |
| 88 | POOL CORP | POOL | 197,711 | $57.6M | 0.13% |
| 89 | ROPER TECHNOLOGIES INC | ROP | 97,083 | $55.0M | 0.13% |
| 90 | GUIDEWIRE SOFTWARE INC | GWRE | 231,191 | $54.4M | 0.13% |
| 91 | REGENERON PHARMACEUTICALS | REGN | 101,084 | $53.1M | 0.12% |
| 92 | COSTAR GROUP INC | CSGP | 655,398 | $52.7M | 0.12% |
| 93 | VULCAN MATLS CO | 929160109 | 197,796 | $51.6M | 0.12% |
| 94 | THE TRADE DESK INC | 88339J105 | 647,351 | $46.6M | 0.11% |
| 95 | SANDISK CORP | SNDK | 1,019,161 | $46.2M | 0.11% |
| 96 | ALLSTATE CORP | ALL-PJ | 227,045 | $45.7M | 0.11% |
| 97 | WALMART INC | WMT | 466,056 | $45.6M | 0.11% |
| 98 | PENTAIR PLC | PNR | 443,547 | $45.5M | 0.11% |
| 99 | INTEL CORP | INTC | 1,956,351 | $43.8M | 0.10% |
| 100 | COPART INC | CPRT | 881,799 | $43.3M | 0.10% |
| 101 | IQVIA HLDGS INC | IQV | 207,331 | $32.7M | 0.08% |
| 102 | MERCADOLIBRE INC | MELI | 10,094 | $26.4M | 0.06% |
| 103 | CLOUDFLARE INC | NET | 130,564 | $25.6M | 0.06% |
| 104 | DATADOG INC | DDOG | 182,571 | $24.5M | 0.06% |
| 105 | CHIPOTLE MEXICAN GRILL INC | CMG | 385,137 | $21.6M | 0.05% |
| 106 | TERADYNE INC | TER | 232,935 | $20.9M | 0.05% |
| 107 | MONOLITHIC PWR SYS INC | 609839105 | 27,712 | $20.3M | 0.05% |
| 108 | ROCKWELL AUTOMATION INC | ROK | 60,824 | $20.2M | 0.05% |
| 109 | PTC INC | PTC | 110,154 | $19.0M | 0.04% |
| 110 | ROYAL CARIBBEAN GROUP | V7780T103 | 60,358 | $18.9M | 0.04% |
| 111 | TRANE TECHNOLOGIES PLC | TT | 42,208 | $18.5M | 0.04% |
| 112 | IDEXX LABS INC | 45168D104 | 33,237 | $17.8M | 0.04% |
| 113 | ROBINHOOD MKTS INC | 770700102 | 187,827 | $17.6M | 0.04% |
| 114 | STANDARDAERO INC | SARO | 515,929 | $16.3M | 0.04% |
| 115 | METTLER TOLEDO INTERNATIONAL | MTD | 13,685 | $16.1M | 0.04% |
| 116 | CADENCE DESIGN SYSTEM INC | CDNS | 51,321 | $15.8M | 0.04% |
| 117 | WEST PHARMACEUTICAL SVSC INC | 955306105 | 69,248 | $15.2M | 0.03% |
| 118 | BUILDERS FIRSTSOURCE INC | BLDR | 127,693 | $14.9M | 0.03% |
| 119 | BILL HOLDINGS INC | BILL | 310,646 | $14.4M | 0.03% |
| 120 | MORNINGSTAR INC | MORN | 42,955 | $13.5M | 0.03% |
| 121 | MSCI INC | MSCI | 21,982 | $12.7M | 0.03% |
| 122 | ALNYLAM PHARMACEUTICALS INC | ALNY | 37,412 | $12.2M | 0.03% |
| 123 | NATERA INC | NTRA | 69,647 | $11.8M | 0.03% |
| 124 | PROCORE TECHNOLOGIES INC | PCOR | 142,822 | $9.8M | 0.02% |
| 125 | SHARKNINJA INC | SN | 84,343 | $8.3M | 0.02% |
| 126 | BLOCK INC | BSQKZ | 121,910 | $8.3M | 0.02% |
| 127 | APPLOVIN CORP | APP | 22,845 | $8.0M | 0.02% |
| 128 | ICON PLC | ICLR | 53,539 | $7.8M | 0.02% |
| 129 | NETFLIX INC | NFLX | 1,300 | $1.7M | 0.00% |
| 130 | BOSTON SCIENTIFIC CORP | BSX | 15,981 | $1.7M | 0.00% |
| 131 | APPFOLIO INC | APPF | 6,858 | $1.6M | 0.00% |
| 132 | DOORDASH INC | DASH | 6,028 | $1.5M | 0.00% |
| 133 | INTUITIVE SURGICAL INC | ISRG | 2,712 | $1.5M | 0.00% |
| 134 | GE VERNOVA INC | GEV | 2,634 | $1.4M | 0.00% |
| 135 | ASML HOLDING N V | ASMLF | 1,399 | $1.1M | 0.00% |
| 136 | INSMED INC | INSM | 7,930 | $798,075 | 0.00% |
| 137 | SEA LTD | SE | 2,569 | $410,886 | 0.00% |
| 138 | SAP SE | SAPGF | 1,113 | $338,463 | 0.00% |
| 139 | SPOTIFY TECHNOLOGY S A | SPOT | 405 | $310,773 | 0.00% |
| 140 | RELX PLC | RLXXF | 5,207 | $282,948 | 0.00% |
| 141 | BOOKING HOLDINGS INC | BKNG | 45 | $260,516 | 0.00% |
| 142 | AERCAP HOLDINGS NV | AER | 2,118 | $247,806 | 0.00% |
| 143 | CNH INDL N V | N20944109 | 18,511 | $239,903 | 0.00% |
| 144 | FULL TRUCK ALLIANCE CO LTD | YMM | 19,214 | $226,917 | 0.00% |
| 145 | CRH PLC | CRH | 2,370 | $217,566 | 0.00% |
| 146 | WASTE CONNECTIONS INC | WCN | 1,130 | $210,994 | 0.00% |
| 147 | ARCH CAP GROUP LTD | G0450A105 | 2,317 | $210,963 | 0.00% |
| 148 | SANOFI | SNYNF | 4,189 | $202,371 | 0.00% |