PARNASSUS INVESTMENTS, LLC Q4 2024 Filing
Filed February 10, 2025
Portfolio Value
$45.0T
Holdings
126
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (126 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 5,976,144 | $2.5T | 5.60% | |
| 2 | AMZNAMAZON COM INC | 11,168,227 | $2.5T | 5.44% | |
| 3 | NVDANVIDIA CORPORATION | 16,213,846 | $2.2T | 4.84% | |
| 4 | GOOGLALPHABET INC | 10,459,206 | $2.0T | 4.40% | |
| 5 | DEDEERE & CO | 3,448,684 | $1.5T | 3.25% | |
| 6 | MAMASTERCARD INCORPORATED | 2,639,185 | $1.4T | 3.09% | |
| 7 | WMWASTE MGMT INC DEL | 6,272,009 | $1.3T | 2.81% | |
| 8 | AVGOBROADCOM INC | 5,310,912 | $1.2T | 2.73% | |
| 9 | OREALTY INCOME CORP | 22,696,262 | $1.2T | 2.69% | |
| 10 | SPGIS&P GLOBAL INC | 2,227,777 | $1.1T | 2.46% | |
| 11 | ICEINTERCONTINENTAL EXCHANGE IN | 7,273,286 | $1.1T | 2.41% | |
| 12 | CRMSALESFORCE INC | 3,227,604 | $1.1T | 2.40% | |
| 13 | BALLBALL CORP | 18,835,298 | $1.0T | 2.31% | |
| 14 | FISVFISERV INC | 4,861,759 | $998.7B | 2.22% | |
| 15 | AAPLAPPLE INC | 3,935,571 | $985.5B | 2.19% | |
| 16 | BACBANK AMERICA CORP | 21,182,507 | $931.0B | 2.07% | |
| 17 | LINLINDE PLC | 2,159,908 | $904.3B | 2.01% | |
| 18 | AZOAUTOZONE INC | 278,542 | $891.9B | 1.98% | |
| 19 | CITHE CIGNA GROUP | 2,798,981 | $772.9B | 1.72% | |
| 20 | MRSHMARSH & MCLENNAN COS INC | 3,569,141 | $758.1B | 1.68% | |
| 21 | TMOTHERMO FISHER SCIENTIFIC INC | 1,410,957 | $734.0B | 1.63% | |
| 22 | VRTXVERTEX PHARMACEUTICALS INC | 1,815,950 | $731.3B | 1.62% | |
| 23 | LLYELI LILLY & CO | 934,702 | $721.6B | 1.60% | |
| 24 | DHRDANAHER CORPORATION | 3,105,388 | $712.8B | 1.58% | |
| 25 | SYKSTRYKER CORPORATION | 1,968,582 | $708.8B | 1.57% | |
| 26 | INTUINTUIT | 1,117,327 | $702.2B | 1.56% | |
| 27 | SHWSHERWIN WILLIAMS CO | 2,004,349 | $681.3B | 1.51% | |
| 28 | BACVERIZON COMMUNICATIONS INC | 16,612,979 | $664.4B | 1.48% | |
| 29 | COSTCOSTCO WHSL CORP NEW | 710,831 | $651.3B | 1.45% | |
| 30 | WDAYWORKDAY INC | 2,447,735 | $631.6B | 1.40% | |
| 31 | MARMARRIOTT INTL INC NEW | 2,203,229 | $614.6B | 1.37% | |
| 32 | FERGFERGUSON ENTERPRISES INC | 3,537,155 | $613.9B | 1.36% | |
| 33 | PGPROCTER AND GAMBLE CO | 3,499,460 | $586.7B | 1.30% | |
| 34 | AMATAPPLIED MATLS INC | 3,593,870 | $584.5B | 1.30% | |
| 35 | ORCLORACLE CORP | 3,439,246 | $573.1B | 1.27% | |
| 36 | DHID R HORTON INC | 4,098,488 | $573.1B | 1.27% | |
| 37 | SNPSSYNOPSYS INC | 1,180,668 | $573.0B | 1.27% | |
| 38 | VRSKVERISK ANALYTICS INC | 1,977,559 | $544.7B | 1.21% | |
| 39 | EFXEQUIFAX INC | 1,948,324 | $496.5B | 1.10% | |
| 40 | KLACKLA CORP | 733,328 | $462.1B | 1.03% | |
| 41 | CBRECBRE GROUP INC | 1,963,825 | $257.8B | 0.57% | |
| 42 | BKBANK NEW YORK MELLON CORP | 2,877,920 | $221.1B | 0.49% | |
| 43 | ROSTROSS STORES INC | 1,371,768 | $207.5B | 0.46% | |
| 44 | WDCWESTERN DIGITAL CORP | 2,980,047 | $177.7B | 0.39% | |
| 45 | SYYSYSCO CORP | 2,041,218 | $156.1B | 0.35% | |
| 46 | AG8AGILENT TECHNOLOGIES INC | 1,140,757 | $153.2B | 0.34% | |
| 47 | JBHTHUNT J B TRANS SVCS INC | 790,038 | $134.8B | 0.30% | |
| 48 | CMICUMMINS INC | 380,118 | $132.5B | 0.29% | |
| 49 | FTNTFORTINET INC | 1,355,397 | $128.1B | 0.28% | |
| 50 | SCHWSCHWAB CHARLES CORP | 1,695,164 | $125.5B | 0.28% | |
| 51 | SPGSIMON PPTY GROUP INC NEW | 718,854 | $123.8B | 0.27% | |
| 52 | GPNGLOBAL PMTS INC | 1,098,035 | $123.0B | 0.27% | |
| 53 | TRVCCITIGROUP INC | 1,725,687 | $121.5B | 0.27% | |
| 54 | PFEPFIZER INC | 4,392,905 | $116.5B | 0.26% | |
| 55 | FISFIDELITY NATL INFORMATION SV | 1,409,635 | $113.9B | 0.25% | |
| 56 | UNPUNION PAC CORP | 483,143 | $110.2B | 0.24% | |
| 57 | TRUTRANSUNION | 1,167,746 | $108.3B | 0.24% | |
| 58 | BEPCBROOKFIELD RENEWABLE CORP | 3,910,496 | $108.2B | 0.24% | |
| 59 | PGRPROGRESSIVE CORP | 449,242 | $107.6B | 0.24% | |
| 60 | UNHUNITEDHEALTH GROUP INC | 211,179 | $106.8B | 0.24% | |
| 61 | GILDGILEAD SCIENCES INC | 1,151,874 | $106.4B | 0.24% | |
| 62 | BRBROADRIDGE FINL SOLUTIONS IN | 459,592 | $103.9B | 0.23% | |
| 63 | ADSKAUTODESK INC | 351,355 | $103.8B | 0.23% | |
| 64 | BUWABIO RAD LABS INC | 310,867 | $102.1B | 0.23% | |
| 65 | TTDTHE TRADE DESK INC | 863,014 | $101.4B | 0.23% | |
| 66 | CBOECBOE GLOBAL MKTS INC | 507,032 | $99.1B | 0.22% | |
| 67 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 486,191 | $96.0B | 0.21% | |
| 68 | POOLPOOL CORP | 274,165 | $93.5B | 0.21% | |
| 69 | ORLYOREILLY AUTOMOTIVE INC | 78,776 | $93.4B | 0.21% | |
| 70 | ROPROPER TECHNOLOGIES INC | 179,137 | $93.1B | 0.21% | |
| 71 | TFCTRUIST FINL CORP | 2,141,993 | $92.9B | 0.21% | |
| 72 | MUMICRON TECHNOLOGY INC | 1,057,646 | $89.0B | 0.20% | |
| 73 | ODFLOLD DOMINION FREIGHT LINE IN | 498,977 | $88.0B | 0.20% | |
| 74 | NSYNICE LTD | 517,279 | $87.9B | 0.20% | |
| 75 | RSGREPUBLIC SVCS INC | 430,341 | $86.6B | 0.19% | |
| 76 | ALSALLSTATE CORP | 446,841 | $86.1B | 0.19% | |
| 77 | ABNBAIRBNB INC | 655,539 | $86.1B | 0.19% | |
| 78 | XYLXYLEM INC | 735,489 | $85.3B | 0.19% | |
| 79 | CMECME GROUP INC | 366,827 | $85.2B | 0.19% | |
| 80 | FDXFEDEX CORP | 301,210 | $84.7B | 0.19% | |
| 81 | GWREGUIDEWIRE SOFTWARE INC | 499,611 | $84.2B | 0.19% | |
| 82 | VVISA INC | 260,174 | $82.2B | 0.18% | |
| 83 | TEAMATLASSIAN CORPORATION | 325,367 | $79.2B | 0.18% | |
| 84 | AZNASTRAZENECA PLC | 1,179,018 | $77.2B | 0.17% | |
| 85 | HOLXHOLOGIC INC | 1,063,421 | $76.7B | 0.17% | |
| 86 | CMCSACOMCAST CORP NEW | 1,921,745 | $72.1B | 0.16% | |
| 87 | OTISOTIS WORLDWIDE CORP | 771,116 | $71.4B | 0.16% | |
| 88 | AFWALIGN TECHNOLOGY INC | 330,007 | $68.8B | 0.15% | |
| 89 | HLTHILTON WORLDWIDE HLDGS INC | 269,769 | $66.7B | 0.15% | |
| 90 | IQVIQVIA HLDGS INC | 334,178 | $65.7B | 0.15% | |
| 91 | BAXBAXTER INTL INC | 2,230,611 | $65.0B | 0.14% | |
| 92 | WRBBERKLEY W R CORP | 1,060,467 | $62.1B | 0.14% | |
| 93 | LRCXLAM RESEARCH CORP | 847,483 | $61.2B | 0.14% | |
| 94 | RGENREPLIGEN CORP | 366,232 | $52.7B | 0.12% | |
| 95 | PNRPENTAIR PLC | 516,798 | $52.0B | 0.12% | |
| 96 | NVONOVO-NORDISK A S | 593,722 | $51.1B | 0.11% | |
| 97 | INTCINTEL CORP | 2,207,479 | $44.3B | 0.10% | |
| 98 | TTTRANE TECHNOLOGIES PLC | 88,575 | $32.7B | 0.07% | |
| 99 | TERTERADYNE INC | 242,068 | $30.5B | 0.07% | |
| 100 | MLB1MERCADOLIBRE INC | 17,304 | $29.4B | 0.07% |
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