PARNASSUS INVESTMENTS, LLC Q2 2025 Filing

Filed August 6, 2025

Portfolio Value

$43.4B

Holdings

148

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (148 positions)

StockValue
IQVIQVIA HLDGS INC
$32.7M
MLB1MERCADOLIBRE INC
$26.4M
NETCLOUDFLARE INC
$25.6M
DDOGDATADOG INC
$24.5M
CMGCHIPOTLE MEXICAN GRILL INC
$21.6M
TERTERADYNE INC
$20.9M
MPWRMONOLITHIC PWR SYS INC
$20.3M
ROKROCKWELL AUTOMATION INC
$20.2M
PTCPTC INC
$19.0M
RCLROYAL CARIBBEAN GROUP
$18.9M
TTTRANE TECHNOLOGIES PLC
$18.5M
IDXXIDEXX LABS INC
$17.8M
HOODROBINHOOD MKTS INC
$17.6M
SAROSTANDARDAERO INC
$16.3M
MTDMETTLER TOLEDO INTERNATIONAL
$16.1M
CDNSCADENCE DESIGN SYSTEM INC
$15.8M
WSTWEST PHARMACEUTICAL SVSC INC
$15.2M
BLDRBUILDERS FIRSTSOURCE INC
$14.9M
BILLBILL HOLDINGS INC
$14.4M
MORNMORNINGSTAR INC
$13.5M
MSCIMSCI INC
$12.7M
ALNYALNYLAM PHARMACEUTICALS INC
$12.2M
NTRANATERA INC
$11.8M
PCORPROCORE TECHNOLOGIES INC
$9.8M
SNSHARKNINJA INC
$8.3M
XYZBLOCK INC
$8.3M
APPAPPLOVIN CORP
$8.0M
ICLRICON PLC
$7.8M
NFLXNETFLIX INC
$1.7M
BSXBOSTON SCIENTIFIC CORP
$1.7M
APPFAPPFOLIO INC
$1.6M
DASHDOORDASH INC
$1.5M
ISRGINTUITIVE SURGICAL INC
$1.5M
GEVGE VERNOVA INC
$1.4M
ASMLASML HOLDING N V
$1.1M
IM8NINSMED INC
$798K
SESEA LTD
$411K
SAPSAP SE
$338K
SPOTSPOTIFY TECHNOLOGY S A
$311K
RELXRELX PLC
$283K
BKNGBOOKING HOLDINGS INC
$261K
AERAERCAP HOLDINGS NV
$248K
CNHICNH INDL N V
$240K
YMMFULL TRUCK ALLIANCE CO LTD
$227K
RHCRH PLC
$218K
WCNWASTE CONNECTIONS INC
$211K
ACGLARCH CAP GROUP LTD
$211K
SNYSANOFI
$202K
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