PARNASSUS INVESTMENTS, LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$41.6B
Holdings
135
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (135 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 6,450,971 | $2.4T | 5818.68% | |
| 2 | AMZNAMAZON COM INC | 10,255,446 | $2.0T | 4688.34% | |
| 3 | NVDANVIDIA CORPORATION | 14,381,095 | $1.6T | 3745.05% | |
| 4 | DEDEERE & CO | 3,207,917 | $1.5T | 3617.74% | |
| 5 | GOOGLALPHABET INC | 9,660,930 | $1.5T | 3589.70% | |
| 6 | WMWASTE MGMT INC DEL | 5,924,176 | $1.4T | 3295.45% | |
| 7 | MAMASTERCARD INCORPORATED | 2,224,314 | $1.2T | 2929.47% | |
| 8 | ICEINTERCONTINENTAL EXCHANGE IN | 6,881,733 | $1.2T | 2852.36% | |
| 9 | OREALTY INCOME CORP | 19,022,589 | $1.1T | 2651.49% | |
| 10 | SPGIS&P GLOBAL INC | 2,105,041 | $1.1T | 2569.96% | |
| 11 | AZOAUTOZONE INC | 260,634 | $993.7B | 2387.75% | |
| 12 | LINLINDE PLC | 2,049,551 | $954.4B | 2293.12% | |
| 13 | FISVFISERV INC | 4,310,410 | $951.9B | 2287.14% | |
| 14 | CITHE CIGNA GROUP | 2,885,583 | $949.4B | 2281.11% | |
| 15 | BROBROWN & BROWN INC | 7,227,805 | $899.1B | 2160.45% | |
| 16 | VRTXVERTEX PHARMACEUTICALS INC | 1,772,718 | $859.4B | 2065.08% | |
| 17 | BACBANK AMERICA CORP | 20,279,859 | $846.3B | 2033.43% | |
| 18 | AAPLAPPLE INC | 3,732,051 | $829.0B | 1991.92% | |
| 19 | BALLBALL CORP | 15,563,406 | $810.4B | 1947.19% | |
| 20 | AVGOBROADCOM INC | 4,765,518 | $797.9B | 1917.17% | |
| 21 | DHRDANAHER CORPORATION | 3,828,024 | $784.7B | 1885.58% | |
| 22 | LLYELI LILLY & CO | 882,780 | $729.1B | 1751.87% | |
| 23 | INTUINTUIT | 1,168,978 | $717.7B | 1724.58% | |
| 24 | TMOTHERMO FISHER SCIENTIFIC INC | 1,420,431 | $706.8B | 1698.31% | |
| 25 | WDAYWORKDAY INC | 2,996,429 | $699.8B | 1681.37% | |
| 26 | SYKSTRYKER CORPORATION | 1,835,779 | $683.4B | 1642.00% | |
| 27 | MRSHMARSH & MCLENNAN COS INC | 2,797,477 | $682.7B | 1640.31% | |
| 28 | CRMSALESFORCE INC | 2,501,600 | $671.3B | 1613.07% | |
| 29 | SNPSSYNOPSYS INC | 1,363,310 | $584.7B | 1404.81% | |
| 30 | PGPROCTER AND GAMBLE CO | 3,390,048 | $577.7B | 1388.17% | |
| 31 | FERGFERGUSON ENTERPRISES INC | 3,264,116 | $523.0B | 1256.68% | |
| 32 | NOWSERVICENOW INC | 652,908 | $519.8B | 1248.99% | |
| 33 | AMATAPPLIED MATLS INC | 3,404,614 | $494.1B | 1187.17% | |
| 34 | MARMARRIOTT INTL INC NEW | 2,023,277 | $481.9B | 1158.01% | |
| 35 | COSTCOSTCO WHSL CORP NEW | 507,363 | $479.9B | 1152.99% | |
| 36 | SHWSHERWIN WILLIAMS CO | 1,333,941 | $465.8B | 1119.22% | |
| 37 | KLACKLA CORP | 670,441 | $455.8B | 1095.11% | |
| 38 | EFXEQUIFAX INC | 1,836,527 | $447.3B | 1074.78% | |
| 39 | AMDADVANCED MICRO DEVICES INC | 4,142,418 | $425.6B | 1022.61% | |
| 40 | ORCLORACLE CORP | 2,833,081 | $396.1B | 951.73% | |
| 41 | VRSKVERISK ANALYTICS INC | 1,167,895 | $347.6B | 835.19% | |
| 42 | CBRECBRE GROUP INC | 1,835,456 | $240.0B | 576.77% | |
| 43 | BKBANK NEW YORK MELLON CORP | 2,648,918 | $222.2B | 533.82% | |
| 44 | AG8AGILENT TECHNOLOGIES INC | 1,577,999 | $184.6B | 443.54% | |
| 45 | DHID R HORTON INC | 1,301,393 | $165.4B | 397.53% | |
| 46 | SYYSYSCO CORP | 2,043,378 | $153.3B | 368.43% | |
| 47 | BACVERIZON COMMUNICATIONS INC | 3,304,258 | $149.9B | 360.13% | |
| 48 | BEPCBROOKFIELD RENEWABLE CORP | 4,855,793 | $135.6B | 325.76% | |
| 49 | PGRPROGRESSIVE CORP | 411,589 | $116.5B | 279.89% | |
| 50 | UNHUNITEDHEALTH GROUP INC | 220,796 | $115.6B | 277.86% | |
| 51 | UNPUNION PAC CORP | 483,883 | $114.3B | 274.67% | |
| 52 | PFEPFIZER INC | 4,401,705 | $111.5B | 268.01% | |
| 53 | SPGSIMON PPTY GROUP INC NEW | 670,528 | $111.4B | 267.58% | |
| 54 | JBHTHUNT J B TRANS SVCS INC | 748,273 | $110.7B | 266.01% | |
| 55 | CMICUMMINS INC | 350,969 | $110.0B | 264.33% | |
| 56 | GPNGLOBAL PMTS INC | 1,098,035 | $107.5B | 258.35% | |
| 57 | BRBROADRIDGE FINL SOLUTIONS IN | 438,481 | $106.3B | 255.45% | |
| 58 | WDCWESTERN DIGITAL CORP | 2,553,614 | $103.2B | 248.07% | |
| 59 | SCHWSCHWAB CHARLES CORP | 1,307,324 | $102.3B | 245.90% | |
| 60 | FISFIDELITY NATL INFORMATION SV | 1,314,627 | $98.2B | 235.90% | |
| 61 | RSGREPUBLIC SVCS INC | 403,561 | $97.7B | 234.82% | |
| 62 | VVISA INC | 270,977 | $95.0B | 228.19% | |
| 63 | ORLYOREILLY AUTOMOTIVE INC | 65,534 | $93.9B | 225.58% | |
| 64 | CBOECBOE GLOBAL MKTS INC | 408,205 | $92.4B | 221.95% | |
| 65 | JPMJPMORGAN CHASE & CO. | 373,822 | $91.7B | 220.33% | |
| 66 | FDXFEDEX CORP | 369,368 | $90.0B | 216.36% | |
| 67 | AZNASTRAZENECA PLC | 1,224,759 | $90.0B | 216.30% | |
| 68 | TRUTRANSUNION | 1,075,670 | $89.3B | 214.50% | |
| 69 | TRVCCITIGROUP INC | 1,252,436 | $88.9B | 213.63% | |
| 70 | ADSKAUTODESK INC | 333,499 | $87.3B | 209.79% | |
| 71 | ALSALLSTATE CORP | 420,771 | $87.1B | 209.35% | |
| 72 | MUMICRON TECHNOLOGY INC | 978,092 | $85.0B | 204.21% | |
| 73 | NSYNICE LTD | 550,462 | $84.9B | 203.91% | |
| 74 | ABNBAIRBNB INC | 706,775 | $84.4B | 202.87% | |
| 75 | CMECME GROUP INC | 315,979 | $83.8B | 201.42% | |
| 76 | TTDTHE TRADE DESK INC | 1,496,796 | $81.9B | 196.80% | |
| 77 | XYLXYLEM INC | 683,663 | $81.7B | 196.24% | |
| 78 | TFCTRUIST FINL CORP | 1,982,313 | $81.6B | 196.00% | |
| 79 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 487,374 | $80.9B | 194.40% | |
| 80 | BAXBAXTER INTL INC | 2,303,048 | $78.8B | 189.42% | |
| 81 | ODFLOLD DOMINION FREIGHT LINE IN | 473,262 | $78.3B | 188.14% | |
| 82 | BUWABIO RAD LABS INC | 318,111 | $77.5B | 186.17% | |
| 83 | GILDGILEAD SCIENCES INC | 642,590 | $72.0B | 173.01% | |
| 84 | CMCSACOMCAST CORP NEW | 1,925,525 | $71.1B | 170.72% | |
| 85 | WRBBERKLEY W R CORP | 978,174 | $69.6B | 167.25% | |
| 86 | GWREGUIDEWIRE SOFTWARE INC | 368,125 | $69.0B | 165.73% | |
| 87 | POOLPOOL CORP | 211,235 | $67.2B | 161.58% | |
| 88 | NVONOVO-NORDISK A S | 926,083 | $64.3B | 154.52% | |
| 89 | USFDUS FOODS HLDG CORP | 980,733 | $64.2B | 154.26% | |
| 90 | ROPROPER TECHNOLOGIES INC | 104,184 | $61.4B | 147.59% | |
| 91 | HUBBHUBBELL INC | 173,558 | $57.4B | 138.00% | |
| 92 | LRCXLAM RESEARCH CORP | 772,458 | $56.2B | 134.94% | |
| 93 | HLTHILTON WORLDWIDE HLDGS INC | 246,404 | $56.1B | 134.72% | |
| 94 | IQVIQVIA HLDGS INC | 308,267 | $54.3B | 130.59% | |
| 95 | TEAMATLASSIAN CORPORATION | 255,350 | $54.2B | 130.20% | |
| 96 | HOLXHOLOGIC INC | 726,871 | $44.9B | 107.88% | |
| 97 | CPRTCOPART INC | 758,831 | $42.9B | 103.18% | |
| 98 | PNRPENTAIR PLC | 474,833 | $41.5B | 99.81% | |
| 99 | INTCINTEL CORP | 1,812,124 | $41.2B | 98.88% | |
| 100 | FTNTFORTINET INC | 404,370 | $38.9B | 93.53% |
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