PARNASSUS INVESTMENTS, LLC Q1 2024 Filing

Filed May 9, 2024

Portfolio Value

$46.8B

Holdings

136

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (136 positions)

StockValue
MSFTMICROSOFT CORP
$2.6B
GOOGLALPHABET INC
$2.1B
NVDANVIDIA CORPORATION
$1.9B
CRMSALESFORCE INC
$1.7B
BACBANK AMERICA CORP
$1.6B
DEDEERE & CO
$1.6B
BALLBALL CORP
$1.4B
MAMASTERCARD INCORPORATED
$1.4B
AAPLAPPLE INC
$1.4B
CMECME GROUP INC
$1.2B
ICEINTERCONTINENTAL EXCHANGE IN
$1.1B
LINLINDE PLC
$1.1B
ORCLORACLE CORP
$1.1B
CITHE CIGNA GROUP
$1.1B
FISVFISERV INC
$1.0B
INTCINTEL CORP
$1.0B
SPGIS&P GLOBAL INC
$1.0B
WMWASTE MGMT INC DEL
$995.8M
AMATAPPLIED MATLS INC
$913.5M
SHWSHERWIN WILLIAMS CO
$878.8M
AZOAUTOZONE INC
$875.1M
MRSHMARSH & MCLENNAN COS INC
$868.9M
INTUINTUIT
$861.0M
SYYSYSCO CORP
$799.0M
TMOTHERMO FISHER SCIENTIFIC INC
$797.6M
CHTRCHARTER COMMUNICATIONS INC N
$755.4M
BACVERIZON COMMUNICATIONS INC
$748.3M
DHID R HORTON INC
$728.1M
DHRDANAHER CORPORATION
$714.9M
MUMICRON TECHNOLOGY INC
$686.2M
PGPROCTER AND GAMBLE CO
$623.7M
MARMARRIOTT INTL INC NEW
$613.9M
AVGOBROADCOM INC
$591.2M
COSTCOSTCO WHSL CORP NEW
$563.7M
EFXEQUIFAX INC
$552.4M
VRSKVERISK ANALYTICS INC
$508.0M
MDLZMONDELEZ INTL INC
$469.1M
ADBEADOBE INC
$334.6M
OREALTY INCOME CORP
$326.6M
NTRNUTRIEN LTD
$285.8M
FISFIDELITY NATL INFORMATION SV
$269.5M
ROSTROSS STORES INC
$231.7M
BKBANK NEW YORK MELLON CORP
$229.0M
PGRPROGRESSIVE CORP
$182.6M
AG8AGILENT TECHNOLOGIES INC
$168.8M
CBRECBRE GROUP INC
$162.5M
GPNGLOBAL PMTS INC
$150.9M
GWREGUIDEWIRE SOFTWARE INC
$136.5M
SCHWSCHWAB CHARLES CORP
$135.2M
CMICUMMINS INC
$134.2M
AFWALIGN TECHNOLOGY INC
$130.1M
ODFLOLD DOMINION FREIGHT LINE IN
$128.4M
CBOECBOE GLOBAL MKTS INC
$122.9M
SPGSIMON PPTY GROUP INC NEW
$121.7M
TRVCCITIGROUP INC
$121.6M
IQVIQVIA HLDGS INC
$120.4M
AXPAMERICAN EXPRESS CO
$119.1M
ROPROPER TECHNOLOGIES INC
$118.7M
KLACKLA CORP
$114.3M
DISDISNEY WALT CO
$113.3M
TRUTRANSUNION
$111.7M
BRBROADRIDGE FINL SOLUTIONS IN
$111.1M
HOLXHOLOGIC INC
$111.0M
FTNTFORTINET INC
$109.9M
ORLYOREILLY AUTOMOTIVE INC
$108.5M
UNPUNION PAC CORP
$107.3M
GILDGILEAD SCIENCES INC
$105.0M
RSGREPUBLIC SVCS INC
$101.5M
TTDTHE TRADE DESK INC
$97.9M
WDCWESTERN DIGITAL CORP.
$96.5M
BAXBAXTER INTL INC
$95.0M
ALSALLSTATE CORP
$93.9M
OTISOTIS WORLDWIDE CORP
$91.8M
TFCTRUIST FINL CORP
$91.1M
WDAYWORKDAY INC
$89.1M
PFEPFIZER INC
$88.4M
FDXFEDEX CORP
$87.3M
DOXAMDOCS LTD
$85.9M
POOLPOOL CORP
$84.7M
FERGFERGUSON PLC NEW
$82.4M
BUWABIO RAD LABS INC
$82.2M
AVTRAVANTOR INC
$82.2M
XYLXYLEM INC
$82.1M
XYZBLOCK INC
$79.6M
ADSKAUTODESK INC
$78.0M
CNHICNH INDL N V
$77.9M
BIIBBIOGEN INC
$77.8M
WRBBERKLEY W R CORP
$77.4M
BMRNBIOMARIN PHARMACEUTICAL INC
$76.2M
JBHTHUNT J B TRANS SVCS INC
$72.1M
RGENREPLIGEN CORP
$71.4M
LRCXEURLAM RESEARCH CORP
$71.1M
IDAIDACORP INC
$66.7M
CSCOCISCO SYS INC
$66.1M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$65.4M
HLTHILTON WORLDWIDE HLDGS INC
$64.6M
CMCSACOMCAST CORP NEW
$63.3M
BEPCBROOKFIELD RENEWABLE CORP
$63.2M
NSYNICE LTD
$61.3M
PNRPENTAIR PLC
$52.1M
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