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)
| Stock | Value |
|---|---|
MSFTMICROSOFT CORP | $2.6B |
NVDANVIDIA CORPORATION | $2.3B |
AMZNAMAZON COM INC | $2.3B |
GOOGLALPHABET INC | $1.7B |
DEDEERE & CO | $1.6B |
WMWASTE MGMT INC DEL | $1.3B |
AVGOBROADCOM INC | $1.3B |
DHRDANAHER CORPORATION | $1.2B |
ICEINTERCONTINENTAL EXCHANGE IN | $1.2B |
MAMASTERCARD INCORPORATED | $1.2B |
SPGIS&P GLOBAL INC | $1.1B |
OREALTY INCOME CORP | $1.1B |
LINLINDE PLC | $1.0B |
AZOAUTOZONE INC | $936.1M |
BACBANK AMERICA CORP | $922.3M |
INTUINTUIT | $893.4M |
TMOTHERMO FISHER SCIENTIFIC INC | $877.9M |
BROBROWN & BROWN INC | $778.0M |
VRTXVERTEX PHARMACEUTICALS INC | $761.9M |
SNPSSYNOPSYS INC | $759.4M |
AAPLAPPLE INC | $740.2M |
FISVFISERV INC | $724.8M |
SYKSTRYKER CORPORATION | $707.4M |
FERGFERGUSON ENTERPRISES INC | $684.3M |
WDAYWORKDAY INC | $683.0M |
CRMSALESFORCE INC | $674.9M |
BALLBALL CORP | $663.9M |
LLYELI LILLY & CO | $660.7M |
NOWSERVICENOW INC | $654.9M |
AMATAPPLIED MATLS INC | $611.3M |
ORCLORACLE CORP | $608.6M |
KLACKLA CORP | $586.8M |
MRSHMARSH & MCLENNAN COS INC | $581.5M |
AMDADVANCED MICRO DEVICES INC | $566.3M |
MARMARRIOTT INTL INC NEW | $533.8M |
PGPROCTER AND GAMBLE CO | $509.2M |
EFXEQUIFAX INC | $461.6M |
SHWSHERWIN WILLIAMS CO | $435.8M |
COSTCOSTCO WHSL CORP NEW | $429.8M |
VRSKVERISK ANALYTICS INC | $352.7M |
CBRECBRE GROUP INC | $250.7M |
BKBANK NEW YORK MELLON CORP | $232.1M |
BEPCBROOKFIELD RENEWABLE CORP | $172.5M |
DHID R HORTON INC | $166.6M |
JPMJPMORGAN CHASE & CO. | $150.5M |
BACVERIZON COMMUNICATIONS INC | $121.4M |
SCHWSCHWAB CHARLES CORP | $119.2M |
SYYSYSCO CORP | $118.5M |
CMICUMMINS INC | $112.0M |
UNPUNION PAC CORP | $111.4M |
PGRPROGRESSIVE CORP | $104.8M |
WTWWILLIS TOWERS WATSON PLC LTD | $104.6M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $103.6M |
FISFIDELITY NATL INFORMATION SV | $100.5M |
ADSKAUTODESK INC | $97.4M |
BRBROADRIDGE FINL SOLUTIONS IN | $95.5M |
JBHTHUNT J B TRANS SVCS INC | $95.2M |
CITHE CIGNA GROUP | $94.5M |
VVISA INC | $94.5M |
ABNBAIRBNB INC | $92.6M |
WDCWESTERN DIGITAL CORP | $92.0M |
AZNASTRAZENECA PLC | $89.9M |
TRUTRANSUNION | $88.5M |
FDXFEDEX CORP | $87.3M |
TRVCCITIGROUP INC | $86.9M |
RSGREPUBLIC SVCS INC | $86.9M |
CMECME GROUP INC | $86.6M |
CBOECBOE GLOBAL MKTS INC | $83.0M |
HLTHILTON WORLDWIDE HLDGS INC | $82.9M |
ALCALCON AG | $80.9M |
AG8AGILENT TECHNOLOGIES INC | $79.5M |
NSYNICE LTD | $78.8M |
BUWABIO RAD LABS INC | $76.6M |
ARESARES MANAGEMENT CORPORATION | $73.1M |
CMCSACOMCAST CORP NEW | $71.0M |
LRCXLAM RESEARCH CORP | $70.9M |
USFDUS FOODS HLDG CORP | $70.1M |
NVONOVO-NORDISK A S | $69.8M |
ODFLOLD DOMINION FREIGHT LINE IN | $67.9M |
HUBBHUBBELL INC | $66.8M |
MUMICRON TECHNOLOGY INC | $66.0M |
WRBBERKLEY W R CORP | $65.7M |
UNHUNITEDHEALTH GROUP INC | $65.1M |
XYLXYLEM INC | $64.9M |
TFCTRUIST FINL CORP | $63.5M |
ORLYOREILLY AUTOMOTIVE INC | $62.1M |
TEAMATLASSIAN CORPORATION | $61.8M |
POOLPOOL CORP | $57.6M |
ROPROPER TECHNOLOGIES INC | $55.0M |
GWREGUIDEWIRE SOFTWARE INC | $54.4M |
REGNREGENERON PHARMACEUTICALS | $53.1M |
CSGPCOSTAR GROUP INC | $52.7M |
VMCVULCAN MATLS CO | $51.6M |
TTDTHE TRADE DESK INC | $46.6M |
SNDKSANDISK CORP | $46.2M |
ALSALLSTATE CORP | $45.7M |
WMTWALMART INC | $45.6M |
PNRPENTAIR PLC | $45.5M |
INTCINTEL CORP | $43.8M |
CPRTCOPART INC | $43.3M |
Page 1 of 2Next