PARNASSUS INVESTMENTS, LLC Q3 2024 Filing

Filed November 8, 2024

Portfolio Value

$47.1B

Holdings

126

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (126 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
6,213,587$2.7T5671.95%
2
NVDANVIDIA CORPORATION
20,432,629$2.5T5263.86%
3
AMZNAMAZON COM INC
11,405,294$2.1T4508.25%
4
GOOGLALPHABET INC
11,176,799$1.9T3932.34%
5
OREALTY INCOME CORP
24,448,225$1.6T3289.21%
6
DEDEERE & CO
3,670,330$1.5T3249.40%
7
CRMSALESFORCE INC
5,436,052$1.5T3156.40%
8
MAMASTERCARD INCORPORATED
2,819,634$1.4T2953.67%
9
BALLBALL CORP
20,035,348$1.4T2886.35%
10
ICEINTERCONTINENTAL EXCHANGE IN
7,838,727$1.3T2671.27%
11
SPGIS&P GLOBAL INC
2,358,012$1.2T2584.26%
12
ORCLORACLE CORP
7,143,996$1.2T2582.43%
13
LINLINDE PLC
2,311,095$1.1T2337.91%
14
WMWASTE MGMT INC DEL
5,120,772$1.1T2255.18%
15
CITHE CIGNA GROUP
2,922,121$1.0T2147.56%
16
AAPLAPPLE INC
4,207,040$980.2B2079.46%
17
AVGOBROADCOM INC
5,643,269$973.5B2065.09%
18
MRSHMARSH & MCLENNAN COS INC
4,274,880$953.7B2023.12%
19
AZOAUTOZONE INC
299,516$943.5B2001.49%
20
FISVFISERV INC
5,204,653$935.0B1983.52%
21
SHWSHERWIN WILLIAMS CO
2,430,906$927.8B1968.22%
22
BACBANK AMERICA CORP
22,387,639$888.3B1884.51%
23
DHID R HORTON INC
4,305,496$821.4B1742.41%
24
BACVERIZON COMMUNICATIONS INC
18,161,563$815.6B1730.27%
25
SYKSTRYKER CORPORATION
2,111,493$762.8B1618.18%
26
INTUINTUIT
1,194,018$741.5B1572.97%
27
TMOTHERMO FISHER SCIENTIFIC INC
1,127,870$697.7B1480.01%
28
AMATAPPLIED MATLS INC
3,432,124$693.5B1471.09%
29
COSTCOSTCO WHSL CORP NEW
762,199$675.7B1433.43%
30
PGPROCTER AND GAMBLE CO
3,796,979$657.6B1395.10%
31
SYYSYSCO CORP
8,393,368$655.2B1389.90%
32
DHRDANAHER CORPORATION
2,356,252$655.1B1389.68%
33
SNPSSYNOPSYS INC
1,250,950$633.5B1343.83%
34
EFXEQUIFAX INC
2,066,613$607.3B1288.30%
35
MARMARRIOTT INTL INC NEW
2,350,380$584.3B1239.53%
36
VRSKVERISK ANALYTICS INC
2,107,203$564.6B1197.83%
37
CMECME GROUP INC
2,257,487$498.1B1056.69%
38
MDLZMONDELEZ INTL INC
6,632,299$488.6B1036.51%
39
CBRECBRE GROUP INC
2,020,910$251.6B533.66%
40
FISFIDELITY NATL INFORMATION SV
2,951,250$247.2B524.34%
41
BKBANK NEW YORK MELLON CORP
3,202,990$230.2B488.27%
42
ROSTROSS STORES INC
1,467,684$220.9B468.62%
43
GWREGUIDEWIRE SOFTWARE INC
1,097,425$200.8B425.89%
44
AG8AGILENT TECHNOLOGIES INC
1,143,035$169.7B360.03%
45
WDCWESTERN DIGITAL CORP.
2,393,123$163.4B346.69%
46
PGRPROGRESSIVE CORP
602,725$152.9B324.46%
47
GPNGLOBAL PMTS INC
1,310,863$134.3B284.81%
48
TRUTRANSUNION
1,249,071$130.8B277.43%
49
CMICUMMINS INC
400,912$129.8B275.38%
50
JBHTHUNT J B TRANS SVCS INC
753,005$129.8B275.28%
51
PFEPFIZER INC
4,390,705$127.1B269.56%
52
SPGSIMON PPTY GROUP INC NEW
718,854$121.5B257.75%
53
UNPUNION PAC CORP
482,958$119.0B252.53%
54
KLACKLA CORP
152,361$118.0B250.30%
55
CBOECBOE GLOBAL MKTS INC
562,769$115.3B244.58%
56
FTNTFORTINET INC
1,450,409$112.5B238.61%
57
UNHUNITEDHEALTH GROUP INC
189,415$110.7B234.94%
58
SCHWSCHWAB CHARLES CORP
1,694,634$109.8B232.99%
59
MUMICRON TECHNOLOGY INC
1,057,266$109.6B232.61%
60
TRVCCITIGROUP INC
1,725,687$108.0B229.17%
61
TTDTHE TRADE DESK INC
980,483$107.5B228.07%
62
ROPROPER TECHNOLOGIES INC
191,188$106.4B225.68%
63
BRBROADRIDGE FINL SOLUTIONS IN
490,161$105.4B223.59%
64
BUWABIO RAD LABS INC
310,732$104.0B220.55%
65
ADSKAUTODESK INC
373,085$102.8B218.03%
66
AFWALIGN TECHNOLOGY INC
396,603$100.9B213.97%
67
ORLYOREILLY AUTOMOTIVE INC
84,584$97.4B206.64%
68
GILDGILEAD SCIENCES INC
1,151,874$96.6B204.87%
69
HOLXHOLOGIC INC
1,168,749$95.2B201.97%
70
RSGREPUBLIC SVCS INC
467,557$93.9B199.21%
71
WDAYWORKDAY INC
369,638$90.3B191.65%
72
NSYNICE LTD
517,039$89.8B190.49%
73
ODFLOLD DOMINION FREIGHT LINE IN
440,182$87.4B185.49%
74
ALSALLSTATE CORP
460,205$87.3B185.15%
75
BEPCBROOKFIELD RENEWABLE CORP
2,667,638$87.1B184.83%
76
OTISOTIS WORLDWIDE CORP
822,772$85.5B181.42%
77
BAXBAXTER INTL INC
2,229,221$84.6B179.56%
78
TSMTAIWAN SEMICONDUCTOR MFG LTD
485,155$84.3B178.74%
79
TFCTRUIST FINL CORP
1,966,004$84.1B178.38%
80
IQVIQVIA HLDGS INC
352,543$83.5B177.22%
81
FDXFEDEX CORP
301,210$82.4B174.88%
82
CMCSACOMCAST CORP NEW
1,920,800$80.2B170.20%
83
POOLPOOL CORP
204,730$77.1B163.65%
84
XYLXYLEM INC
567,247$76.6B162.49%
85
NTRNUTRIEN LTD
1,564,307$75.2B159.49%
86
DISDISNEY WALT CO
768,519$73.9B156.82%
87
BIIBBIOGEN INC
361,512$70.1B148.66%
88
FERGFERGUSON ENTERPRISES INC
338,678$67.3B142.66%
89
HLTHILTON WORLDWIDE HLDGS INC
281,521$64.9B137.66%
90
WRBBERKLEY W R CORP
1,134,214$64.3B136.50%
91
INTCINTEL CORP
2,642,083$62.0B131.49%
92
RGENREPLIGEN CORP
381,471$56.8B120.43%
93
AVTRAVANTOR INC
2,138,772$55.3B117.38%
94
LRCXEURLAM RESEARCH CORP
66,264$54.1B114.72%
95
PNRPENTAIR PLC
547,711$53.6B113.62%
96
TEAMATLASSIAN CORPORATION
321,240$51.0B108.22%
97
TTTRANE TECHNOLOGIES PLC
89,740$34.9B74.00%
98
AREALEXANDRIA REAL ESTATE EQ IN
264,524$31.4B66.64%
99
MLB1MERCADOLIBRE INC
14,903$30.6B64.87%
100
TERTERADYNE INC
223,335$29.9B63.45%
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