PARNASSUS INVESTMENTS, LLC Q2 2023 Filing
Filed July 31, 2023
Portfolio Value
$43.1B
Holdings
134
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (134 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | IDXXIDEXX LABS INC | 48,983 | $24.6B | 57.11% | |
| 102 | MLB1MERCADOLIBRE INC | 20,520 | $24.3B | 56.43% | |
| 103 | VEEVVEEVA SYS INC | 121,725 | $24.1B | 55.88% | |
| 104 | TTDTHE TRADE DESK INC | 285,430 | $22.0B | 51.17% | |
| 105 | EFXEQUIFAX INC | 81,629 | $19.2B | 44.59% | |
| 106 | MORNMORNINGSTAR INC | 94,728 | $18.6B | 43.12% | |
| 107 | CITCINTAS CORP | 36,358 | $18.1B | 41.96% | |
| 108 | LULULULULEMON ATHLETICA INC | 47,052 | $17.8B | 41.35% | |
| 109 | MPWRMONOLITHIC PWR SYS INC | 28,318 | $15.3B | 35.52% | |
| 110 | TERTERADYNE INC | 131,331 | $14.6B | 33.95% | |
| 111 | CDNSCADENCE DESIGN SYSTEM INC | 54,507 | $12.8B | 29.68% | |
| 112 | ILMNILLUMINA INC | 55,628 | $10.4B | 24.21% | |
| 113 | TWLOTWILIO INC | 108,722 | $6.9B | 16.06% | |
| 114 | MBBISHARES TR | 14,408 | $1.3B | 3.12% | |
| 115 | AMZNAMAZON COM INC | 10,252 | $1.3B | 3.10% | |
| 116 | VVISA INC | 3,904 | $927.0M | 2.15% | |
| 117 | INTUINTUIT | 1,442 | $660.0M | 1.53% | |
| 118 | UNHUNITEDHEALTH GROUP INC | 1,137 | $546.0M | 1.27% | |
| 119 | LLYLILLY ELI & CO | 1,133 | $531.0M | 1.23% | |
| 120 | PCORPROCORE TECHNOLOGIES INC | 7,349 | $478.0M | 1.11% | |
| 121 | ULTAULTA BEAUTY INC | 874 | $411.0M | 0.95% | |
| 122 | ARESARES MANAGEMENT CORPORATION | 4,192 | $403.0M | 0.94% | |
| 123 | BSXBOSTON SCIENTIFIC CORP | 7,429 | $401.0M | 0.93% | |
| 124 | YUMYUM BRANDS INC | 2,689 | $372.0M | 0.86% | |
| 125 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 3,531 | $356.0M | 0.83% | |
| 126 | AZNASTRAZENECA PLC | 4,700 | $336.0M | 0.78% | |
| 127 | AMDADVANCED MICRO DEVICES INC | 2,866 | $326.0M | 0.76% | |
| 128 | DC4DEXCOM INC | 2,534 | $325.0M | 0.75% | |
| 129 | HSYHERSHEY CO | 1,276 | $318.0M | 0.74% | |
| 130 | NETCLOUDFLARE INC | 4,618 | $301.0M | 0.70% | |
| 131 | PLNTPLANET FITNESS INC | 4,154 | $280.0M | 0.65% | |
| 132 | STLASTELLANTIS N.V | 15,542 | $272.0M | 0.63% | |
| 133 | VRTXVERTEX PHARMACEUTICALS INC | 614 | $216.0M | 0.50% | |
| 134 | ABNBAIRBNB INC | 1,663 | $213.0M | 0.49% |
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