Q1 2025 · 13F-HR
PARNASSUS INVESTMENTS, LLCholdings as filed
Filed 2025-05-15 · accession 0001172661-25-001923
$41.62B
Reported value
135
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 594918104 | MSFT | MICROSOFT CORP | $2.42B | 5.82% | 6,450,971 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $1.95B | 4.69% | 10,255,446 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $1.56B | 3.75% | 14,381,095 | Common | SOLE |
| 244199105 | DE | DEERE & CO | $1.51B | 3.62% | 3,207,917 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $1.49B | 3.59% | 9,660,930 | Common | SOLE |
| 94106L109 | WM | WASTE MGMT INC DEL | $1.37B | 3.30% | 5,924,176 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $1.22B | 2.93% | 2,224,314 | Common | SOLE |
| 45866F104 | ICE | INTERCONTINENTAL EXCHANGE IN | $1.19B | 2.85% | 6,881,733 | Common | SOLE |
| 756109104 | O | REALTY INCOME CORP | $1.10B | 2.65% | 19,022,589 | Common | SOLE |
| 78409V104 | SPGI | S&P GLOBAL INC | $1.07B | 2.57% | 2,105,041 | Common | SOLE |
| 053332102 | AZO | AUTOZONE INC | $993.7M | 2.39% | 260,634 | Common | SOLE |
| G54950103 | LIN | LINDE PLC | $954.4M | 2.29% | 2,049,551 | Common | SOLE |
| 337738108 | FISV | FISERV INC | $951.9M | 2.29% | 4,310,410 | Common | SOLE |
| 125523100 | CI | THE CIGNA GROUP | $949.4M | 2.28% | 2,885,583 | Common | SOLE |
| 115236101 | BRO | BROWN & BROWN INC | $899.1M | 2.16% | 7,227,805 | Common | SOLE |
| 92532F100 | VRTX | VERTEX PHARMACEUTICALS INC | $859.4M | 2.07% | 1,772,718 | Common | SOLE |
| 060505104 | BAC | BANK AMERICA CORP | $846.3M | 2.03% | 20,279,859 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $829.0M | 1.99% | 3,732,051 | Common | SOLE |
| 058498106 | BALL | BALL CORP | $810.4M | 1.95% | 15,563,406 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $797.9M | 1.92% | 4,765,518 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $784.7M | 1.89% | 3,828,024 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $729.1M | 1.75% | 882,780 | Common | SOLE |
| 461202103 | INTU | INTUIT | $717.7M | 1.72% | 1,168,978 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $706.8M | 1.70% | 1,420,431 | Common | SOLE |
| 98138H101 | WDAY | WORKDAY INC | $699.8M | 1.68% | 2,996,429 | Common | SOLE |
| 863667101 | SYK | STRYKER CORPORATION | $683.4M | 1.64% | 1,835,779 | Common | SOLE |
| 571748102 | MRSH | MARSH & MCLENNAN COS INC | $682.7M | 1.64% | 2,797,477 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $671.3M | 1.61% | 2,501,600 | Common | SOLE |
| 871607107 | SNPS | SYNOPSYS INC | $584.7M | 1.40% | 1,363,310 | Common | SOLE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $577.7M | 1.39% | 3,390,048 | Common | SOLE |
| 31488V107 | FERG | FERGUSON ENTERPRISES INC | $523.0M | 1.26% | 3,264,116 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $519.8M | 1.25% | 652,908 | Common | SOLE |
| 038222105 | AMAT | APPLIED MATLS INC | $494.1M | 1.19% | 3,404,614 | Common | SOLE |
| 571903202 | MAR | MARRIOTT INTL INC NEW | $481.9M | 1.16% | 2,023,277 | Common | SOLE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $479.9M | 1.15% | 507,363 | Common | SOLE |
| 824348106 | SHW | SHERWIN WILLIAMS CO | $465.8M | 1.12% | 1,333,941 | Common | SOLE |
| 482480100 | KLAC | KLA CORP | $455.8M | 1.10% | 670,441 | Common | SOLE |
| 294429105 | EFX | EQUIFAX INC | $447.3M | 1.07% | 1,836,527 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $425.6M | 1.02% | 4,142,418 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $396.1M | 0.95% | 2,833,081 | Common | SOLE |
| 92345Y106 | VRSK | VERISK ANALYTICS INC | $347.6M | 0.84% | 1,167,895 | Common | SOLE |
| 12504L109 | CBRE | CBRE GROUP INC | $240.0M | 0.58% | 1,835,456 | Common | SOLE |
| 064058100 | BK | BANK NEW YORK MELLON CORP | $222.2M | 0.53% | 2,648,918 | Common | SOLE |
| 00846U101 | A | AGILENT TECHNOLOGIES INC | $184.6M | 0.44% | 1,577,999 | Common | SOLE |
| 23331A109 | DHI | D R HORTON INC | $165.4M | 0.40% | 1,301,393 | Common | SOLE |
| 871829107 | SYY | SYSCO CORP | $153.3M | 0.37% | 2,043,378 | Common | SOLE |
| 92343V104 | VZ | VERIZON COMMUNICATIONS INC | $149.9M | 0.36% | 3,304,258 | Common | SOLE |
| 11285B108 | BEPC | BROOKFIELD RENEWABLE CORP | $135.6M | 0.33% | 4,855,793 | Common | SOLE |
| 743315103 | PGR | PROGRESSIVE CORP | $116.5M | 0.28% | 411,589 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $115.6M | 0.28% | 220,796 | Common | SOLE |
| 907818108 | UNP | UNION PAC CORP | $114.3M | 0.27% | 483,883 | Common | SOLE |
| 717081103 | PFE | PFIZER INC | $111.5M | 0.27% | 4,401,705 | Common | SOLE |
| 828806109 | SPG | SIMON PPTY GROUP INC NEW | $111.4M | 0.27% | 670,528 | Common | SOLE |
| 445658107 | JBHT | HUNT J B TRANS SVCS INC | $110.7M | 0.27% | 748,273 | Common | SOLE |
| 231021106 | CMI | CUMMINS INC | $110.0M | 0.26% | 350,969 | Common | SOLE |
| 37940X102 | GPN | GLOBAL PMTS INC | $107.5M | 0.26% | 1,098,035 | Common | SOLE |
| 11133T103 | BR | BROADRIDGE FINL SOLUTIONS IN | $106.3M | 0.26% | 438,481 | Common | SOLE |
| 958102105 | WDC | WESTERN DIGITAL CORP | $103.2M | 0.25% | 2,553,614 | Common | SOLE |
| 808513105 | SCHW | SCHWAB CHARLES CORP | $102.3M | 0.25% | 1,307,324 | Common | SOLE |
| 31620M106 | FIS | FIDELITY NATL INFORMATION SV | $98.2M | 0.24% | 1,314,627 | Common | SOLE |
| 760759100 | RSG | REPUBLIC SVCS INC | $97.7M | 0.23% | 403,561 | Common | SOLE |
| 92826C839 | V | VISA INC | $95.0M | 0.23% | 270,977 | Common | SOLE |
| 67103H107 | ORLY | OREILLY AUTOMOTIVE INC | $93.9M | 0.23% | 65,534 | Common | SOLE |
| 12503M108 | CBOE | CBOE GLOBAL MKTS INC | $92.4M | 0.22% | 408,205 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $91.7M | 0.22% | 373,822 | Common | SOLE |
| 31428X106 | FDX | FEDEX CORP | $90.0M | 0.22% | 369,368 | Common | SOLE |
| 046353108 | AZNN | ASTRAZENECA PLC | $90.0M | 0.22% | 1,224,759 | Common | SOLE |
| 89400J107 | TRU | TRANSUNION | $89.3M | 0.21% | 1,075,670 | Common | SOLE |
| 172967424 | C | CITIGROUP INC | $88.9M | 0.21% | 1,252,436 | Common | SOLE |
| 052769106 | ADSK | AUTODESK INC | $87.3M | 0.21% | 333,499 | Common | SOLE |
| 020002101 | ALL | ALLSTATE CORP | $87.1M | 0.21% | 420,771 | Common | SOLE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $85.0M | 0.20% | 978,092 | Common | SOLE |
| 653656108 | NICE | NICE LTD | $84.9M | 0.20% | 550,462 | Common | SOLE |
| 009066101 | ABNB | AIRBNB INC | $84.4M | 0.20% | 706,775 | Common | SOLE |
| 12572Q105 | CME | CME GROUP INC | $83.8M | 0.20% | 315,979 | Common | SOLE |
| 88339J105 | TTD | THE TRADE DESK INC | $81.9M | 0.20% | 1,496,796 | Common | SOLE |
| 98419M100 | XYL | XYLEM INC | $81.7M | 0.20% | 683,663 | Common | SOLE |
| 89832Q109 | TFC | TRUIST FINL CORP | $81.6M | 0.20% | 1,982,313 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $80.9M | 0.19% | 487,374 | Common | SOLE |
| 071813109 | BAX | BAXTER INTL INC | $78.8M | 0.19% | 2,303,048 | Common | SOLE |
| 679580100 | ODFL | OLD DOMINION FREIGHT LINE IN | $78.3M | 0.19% | 473,262 | Common | SOLE |
| 090572207 | BIO | BIO RAD LABS INC | $77.5M | 0.19% | 318,111 | Common | SOLE |
| 375558103 | GILD | GILEAD SCIENCES INC | $72.0M | 0.17% | 642,590 | Common | SOLE |
| 20030N101 | CMCSA | COMCAST CORP NEW | $71.1M | 0.17% | 1,925,525 | Common | SOLE |
| 084423102 | WRB | BERKLEY W R CORP | $69.6M | 0.17% | 978,174 | Common | SOLE |
| 40171V100 | GWRE | GUIDEWIRE SOFTWARE INC | $69.0M | 0.17% | 368,125 | Common | SOLE |
| 73278L105 | POOL | POOL CORP | $67.2M | 0.16% | 211,235 | Common | SOLE |
| 670100205 | NVO | NOVO-NORDISK A S | $64.3M | 0.15% | 926,083 | Common | SOLE |
| 912008109 | USFD | US FOODS HLDG CORP | $64.2M | 0.15% | 980,733 | Common | SOLE |
| 776696106 | ROP | ROPER TECHNOLOGIES INC | $61.4M | 0.15% | 104,184 | Common | SOLE |
| 443510607 | HUBB | HUBBELL INC | $57.4M | 0.14% | 173,558 | Common | SOLE |
| 512807306 | LRCX | LAM RESEARCH CORP | $56.2M | 0.13% | 772,458 | Common | SOLE |
| 43300A203 | HLT | HILTON WORLDWIDE HLDGS INC | $56.1M | 0.13% | 246,404 | Common | SOLE |
| 46266C105 | IQV | IQVIA HLDGS INC | $54.3M | 0.13% | 308,267 | Common | SOLE |
| 049468101 | TEAM | ATLASSIAN CORPORATION | $54.2M | 0.13% | 255,350 | Common | SOLE |
| 436440101 | HO1 | HOLOGIC INC | $44.9M | 0.11% | 726,871 | Common | SOLE |
| 217204106 | CPRT | COPART INC | $42.9M | 0.10% | 758,831 | Common | SOLE |
| G7S00T104 | PNR | PENTAIR PLC | $41.5M | 0.10% | 474,833 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $41.2M | 0.10% | 1,812,124 | Common | SOLE |
| 34959E109 | FTNT | FORTINET INC | $38.9M | 0.09% | 404,370 | Common | SOLE |
| 493267108 | KEY | KEYCORP | $36.3M | 0.09% | 2,271,400 | Common | SOLE |
| 80004C200 | SNDK | SANDISK CORP | $35.8M | 0.09% | 751,345 | Common | SOLE |
| 759916109 | RGEN | REPLIGEN CORP | $32.4M | 0.08% | 254,621 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $25.7M | 0.06% | 13,186 | Common | SOLE |
| 592688105 | MTD | METTLER TOLEDO INTERNATIONAL | $20.8M | 0.05% | 17,617 | Common | SOLE |
| 880770102 | TER | TERADYNE INC | $20.0M | 0.05% | 242,068 | Common | SOLE |
| 23804L103 | DDOG | DATADOG INC | $18.7M | 0.04% | 188,231 | Common | SOLE |
| 03831W108 | APP | APPLOVIN CORP | $18.1M | 0.04% | 68,447 | Common | SOLE |
| 69370C100 | PTC | PTC INC | $17.6M | 0.04% | 113,747 | Common | SOLE |
| 852234103 | XYZ | BLOCK INC | $17.3M | 0.04% | 317,525 | Common | SOLE |
| 609839105 | MPWR | MONOLITHIC PWR SYS INC | $16.5M | 0.04% | 28,450 | Common | SOLE |
| 617700109 | MORN | MORNINGSTAR INC | $16.3M | 0.04% | 54,242 | Common | SOLE |
| 773903109 | ROK | ROCKWELL AUTOMATION INC | $16.1M | 0.04% | 62,471 | Common | SOLE |
| 55354G100 | MSCI | MSCI INC | $15.9M | 0.04% | 28,058 | Common | SOLE |
| 45168D104 | IDXX | IDEXX LABS INC | $15.4M | 0.04% | 36,653 | Common | SOLE |
| 090043100 | BILL | BILL HOLDINGS INC | $15.3M | 0.04% | 333,734 | Common | SOLE |
| 18915M107 | NET | CLOUDFLARE INC | $15.1M | 0.04% | 134,147 | Common | SOLE |
| 770700102 | HOOD | ROBINHOOD MKTS INC | $15.0M | 0.04% | 360,000 | Common | SOLE |
| G8994E103 | TT | TRANE TECHNOLOGIES PLC | $14.7M | 0.04% | 43,525 | Common | SOLE |
| 955306105 | WST | WEST PHARMACEUTICAL SVSC INC | $14.0M | 0.03% | 62,479 | Common | SOLE |
| 127387108 | CDNS | CADENCE DESIGN SYSTEM INC | $13.8M | 0.03% | 54,099 | Common | SOLE |
| 12008R107 | BLDR | BUILDERS FIRSTSOURCE INC | $13.5M | 0.03% | 107,970 | Common | SOLE |
| 03990B101 | ARES | ARES MANAGEMENT CORPORATION | $12.4M | 0.03% | 84,339 | Common | SOLE |
| 169656105 | CMG | CHIPOTLE MEXICAN GRILL INC | $10.3M | 0.02% | 204,232 | Common | SOLE |
| 74275K108 | PCOR | PROCORE TECHNOLOGIES INC | $9.7M | 0.02% | 147,079 | Common | SOLE |
| G4705A100 | ICLR | ICON PLC | $9.4M | 0.02% | 53,907 | Common | SOLE |
| 632307104 | NTRA | NATERA INC | $8.5M | 0.02% | 59,877 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $1.5M | 0.00% | 15,064 | Common | SOLE |
| 03783C100 | APPF | APPFOLIO INC | $1.3M | 0.00% | 5,863 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $1.2M | 0.00% | 1,237 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $1.1M | 0.00% | 2,309 | Common | SOLE |
| 36828A101 | GEV | GE VERNOVA INC | $946,978 | 0.00% | 3,102 | Common | SOLE |
| N07059210 | ASML | ASML HOLDING N V | $905,815 | 0.00% | 1,367 | Common | SOLE |
| 25809K105 | DASH | DOORDASH INC | $869,802 | 0.00% | 4,759 | Common | SOLE |
| G8068L108 | SN | SHARKNINJA INC | $572,609 | 0.00% | 6,865 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.