PARNASSUS INVESTMENTS, LLC Q2 2025 Filing
Filed August 6, 2025
Portfolio Value
$43.4T
Holdings
148
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (148 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 5,243,567 | $2.6T | 6.02% | |
| 2 | NVDANVIDIA CORPORATION | 14,409,647 | $2.3T | 5.25% | |
| 3 | AMZNAMAZON COM INC | 10,348,666 | $2.3T | 5.24% | |
| 4 | GOOGLALPHABET INC | 9,894,598 | $1.7T | 4.02% | |
| 5 | DEDEERE & CO | 3,129,594 | $1.6T | 3.67% | |
| 6 | WMWASTE MGMT INC DEL | 5,712,714 | $1.3T | 3.02% | |
| 7 | AVGOBROADCOM INC | 4,537,606 | $1.3T | 2.89% | |
| 8 | DHRDANAHER CORPORATION | 6,317,534 | $1.2T | 2.88% | |
| 9 | ICEINTERCONTINENTAL EXCHANGE IN | 6,629,807 | $1.2T | 2.81% | |
| 10 | MAMASTERCARD INCORPORATED | 2,138,691 | $1.2T | 2.77% | |
| 11 | SPGIS&P GLOBAL INC | 2,036,677 | $1.1T | 2.48% | |
| 12 | OREALTY INCOME CORP | 18,386,115 | $1.1T | 2.44% | |
| 13 | LINLINDE PLC | 2,142,263 | $1.0T | 2.32% | |
| 14 | AZOAUTOZONE INC | 252,155 | $936.1B | 2.16% | |
| 15 | BACBANK AMERICA CORP | 19,491,310 | $922.3B | 2.13% | |
| 16 | INTUINTUIT | 1,134,238 | $893.4B | 2.06% | |
| 17 | TMOTHERMO FISHER SCIENTIFIC INC | 2,165,258 | $877.9B | 2.02% | |
| 18 | BROBROWN & BROWN INC | 7,017,120 | $778.0B | 1.79% | |
| 19 | VRTXVERTEX PHARMACEUTICALS INC | 1,711,440 | $761.9B | 1.76% | |
| 20 | SNPSSYNOPSYS INC | 1,481,292 | $759.4B | 1.75% | |
| 21 | AAPLAPPLE INC | 3,607,907 | $740.2B | 1.71% | |
| 22 | FISVFISERV INC | 4,203,673 | $724.8B | 1.67% | |
| 23 | SYKSTRYKER CORPORATION | 1,787,988 | $707.4B | 1.63% | |
| 24 | FERGFERGUSON ENTERPRISES INC | 3,142,599 | $684.3B | 1.58% | |
| 25 | WDAYWORKDAY INC | 2,845,644 | $683.0B | 1.58% | |
| 26 | CRMSALESFORCE INC | 2,474,812 | $674.9B | 1.56% | |
| 27 | BALLBALL CORP | 11,835,650 | $663.9B | 1.53% | |
| 28 | LLYELI LILLY & CO | 847,576 | $660.7B | 1.52% | |
| 29 | NOWSERVICENOW INC | 636,994 | $654.9B | 1.51% | |
| 30 | AMATAPPLIED MATLS INC | 3,338,954 | $611.3B | 1.41% | |
| 31 | ORCLORACLE CORP | 2,783,475 | $608.6B | 1.40% | |
| 32 | KLACKLA CORP | 655,060 | $586.8B | 1.35% | |
| 33 | MRSHMARSH & MCLENNAN COS INC | 2,659,484 | $581.5B | 1.34% | |
| 34 | AMDADVANCED MICRO DEVICES INC | 3,991,057 | $566.3B | 1.31% | |
| 35 | MARMARRIOTT INTL INC NEW | 1,953,962 | $533.8B | 1.23% | |
| 36 | PGPROCTER AND GAMBLE CO | 3,196,389 | $509.2B | 1.17% | |
| 37 | EFXEQUIFAX INC | 1,779,843 | $461.6B | 1.06% | |
| 38 | SHWSHERWIN WILLIAMS CO | 1,269,300 | $435.8B | 1.01% | |
| 39 | COSTCOSTCO WHSL CORP NEW | 434,151 | $429.8B | 0.99% | |
| 40 | VRSKVERISK ANALYTICS INC | 1,132,296 | $352.7B | 0.81% | |
| 41 | CBRECBRE GROUP INC | 1,789,527 | $250.7B | 0.58% | |
| 42 | BKBANK NEW YORK MELLON CORP | 2,547,421 | $232.1B | 0.54% | |
| 43 | BEPCBROOKFIELD RENEWABLE CORP | 5,263,087 | $172.5B | 0.40% | |
| 44 | DHID R HORTON INC | 1,292,047 | $166.6B | 0.38% | |
| 45 | JPMJPMORGAN CHASE & CO. | 519,146 | $150.5B | 0.35% | |
| 46 | BACVERIZON COMMUNICATIONS INC | 2,805,084 | $121.4B | 0.28% | |
| 47 | SCHWSCHWAB CHARLES CORP | 1,306,604 | $119.2B | 0.27% | |
| 48 | SYYSYSCO CORP | 1,564,203 | $118.5B | 0.27% | |
| 49 | CMICUMMINS INC | 342,038 | $112.0B | 0.26% | |
| 50 | UNPUNION PAC CORP | 484,149 | $111.4B | 0.26% | |
| 51 | PGRPROGRESSIVE CORP | 392,685 | $104.8B | 0.24% | |
| 52 | WTWWILLIS TOWERS WATSON PLC LTD | 341,414 | $104.6B | 0.24% | |
| 53 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 457,244 | $103.6B | 0.24% | |
| 54 | FISFIDELITY NATL INFORMATION SV | 1,234,774 | $100.5B | 0.23% | |
| 55 | ADSKAUTODESK INC | 314,702 | $97.4B | 0.22% | |
| 56 | BRBROADRIDGE FINL SOLUTIONS IN | 392,798 | $95.5B | 0.22% | |
| 57 | JBHTHUNT J B TRANS SVCS INC | 663,090 | $95.2B | 0.22% | |
| 58 | CITHE CIGNA GROUP | 285,917 | $94.5B | 0.22% | |
| 59 | VVISA INC | 266,080 | $94.5B | 0.22% | |
| 60 | ABNBAIRBNB INC | 699,766 | $92.6B | 0.21% | |
| 61 | WDCWESTERN DIGITAL CORP | 1,437,621 | $92.0B | 0.21% | |
| 62 | AZNASTRAZENECA PLC | 1,286,979 | $89.9B | 0.21% | |
| 63 | TRUTRANSUNION | 1,006,054 | $88.5B | 0.20% | |
| 64 | FDXFEDEX CORP | 384,194 | $87.3B | 0.20% | |
| 65 | TRVCCITIGROUP INC | 1,021,369 | $86.9B | 0.20% | |
| 66 | RSGREPUBLIC SVCS INC | 352,433 | $86.9B | 0.20% | |
| 67 | CMECME GROUP INC | 314,138 | $86.6B | 0.20% | |
| 68 | CBOECBOE GLOBAL MKTS INC | 356,111 | $83.0B | 0.19% | |
| 69 | HLTHILTON WORLDWIDE HLDGS INC | 311,242 | $82.9B | 0.19% | |
| 70 | ALCALCON AG | 916,801 | $80.9B | 0.19% | |
| 71 | AG8AGILENT TECHNOLOGIES INC | 674,048 | $79.5B | 0.18% | |
| 72 | NSYNICE LTD | 466,429 | $78.8B | 0.18% | |
| 73 | BUWABIO RAD LABS INC | 317,218 | $76.6B | 0.18% | |
| 74 | ARESARES MANAGEMENT CORPORATION | 422,328 | $73.1B | 0.17% | |
| 75 | CMCSACOMCAST CORP NEW | 1,989,492 | $71.0B | 0.16% | |
| 76 | LRCXLAM RESEARCH CORP | 728,028 | $70.9B | 0.16% | |
| 77 | USFDUS FOODS HLDG CORP | 910,863 | $70.1B | 0.16% | |
| 78 | NVONOVO-NORDISK A S | 1,011,546 | $69.8B | 0.16% | |
| 79 | ODFLOLD DOMINION FREIGHT LINE IN | 418,252 | $67.9B | 0.16% | |
| 80 | HUBBHUBBELL INC | 163,487 | $66.8B | 0.15% | |
| 81 | MUMICRON TECHNOLOGY INC | 535,860 | $66.0B | 0.15% | |
| 82 | WRBBERKLEY W R CORP | 894,317 | $65.7B | 0.15% | |
| 83 | UNHUNITEDHEALTH GROUP INC | 208,616 | $65.1B | 0.15% | |
| 84 | XYLXYLEM INC | 501,727 | $64.9B | 0.15% | |
| 85 | TFCTRUIST FINL CORP | 1,476,432 | $63.5B | 0.15% | |
| 86 | ORLYOREILLY AUTOMOTIVE INC | 689,413 | $62.1B | 0.14% | |
| 87 | TEAMATLASSIAN CORPORATION | 304,117 | $61.8B | 0.14% | |
| 88 | POOLPOOL CORP | 197,711 | $57.6B | 0.13% | |
| 89 | ROPROPER TECHNOLOGIES INC | 97,083 | $55.0B | 0.13% | |
| 90 | GWREGUIDEWIRE SOFTWARE INC | 231,191 | $54.4B | 0.13% | |
| 91 | REGNREGENERON PHARMACEUTICALS | 101,084 | $53.1B | 0.12% | |
| 92 | CSGPCOSTAR GROUP INC | 655,398 | $52.7B | 0.12% | |
| 93 | VMCVULCAN MATLS CO | 197,796 | $51.6B | 0.12% | |
| 94 | TTDTHE TRADE DESK INC | 647,351 | $46.6B | 0.11% | |
| 95 | SNDKSANDISK CORP | 1,019,161 | $46.2B | 0.11% | |
| 96 | ALSALLSTATE CORP | 227,045 | $45.7B | 0.11% | |
| 97 | WMTWALMART INC | 466,056 | $45.6B | 0.11% | |
| 98 | PNRPENTAIR PLC | 443,547 | $45.5B | 0.11% | |
| 99 | INTCINTEL CORP | 1,956,351 | $43.8B | 0.10% | |
| 100 | CPRTCOPART INC | 881,799 | $43.3B | 0.10% |
Page 1 of 2Next