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 | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | IQVIQVIA HLDGS INC | 207,331 | $32.7B | 75.36% | |
| 102 | MLB1MERCADOLIBRE INC | 10,094 | $26.4B | 60.85% | |
| 103 | NETCLOUDFLARE INC | 130,564 | $25.6B | 58.98% | |
| 104 | DDOGDATADOG INC | 182,571 | $24.5B | 56.57% | |
| 105 | CMGCHIPOTLE MEXICAN GRILL INC | 385,137 | $21.6B | 49.88% | |
| 106 | TERTERADYNE INC | 232,935 | $20.9B | 48.31% | |
| 107 | MPWRMONOLITHIC PWR SYS INC | 27,712 | $20.3B | 46.75% | |
| 108 | ROKROCKWELL AUTOMATION INC | 60,824 | $20.2B | 46.60% | |
| 109 | PTCPTC INC | 110,154 | $19.0B | 43.79% | |
| 110 | RCLROYAL CARIBBEAN GROUP | 60,358 | $18.9B | 43.60% | |
| 111 | TTTRANE TECHNOLOGIES PLC | 42,208 | $18.5B | 42.58% | |
| 112 | IDXXIDEXX LABS INC | 33,237 | $17.8B | 41.12% | |
| 113 | HOODROBINHOOD MKTS INC | 187,827 | $17.6B | 40.56% | |
| 114 | SAROSTANDARDAERO INC | 515,929 | $16.3B | 37.66% | |
| 115 | MTDMETTLER TOLEDO INTERNATIONAL | 13,685 | $16.1B | 37.08% | |
| 116 | CDNSCADENCE DESIGN SYSTEM INC | 51,321 | $15.8B | 36.48% | |
| 117 | WSTWEST PHARMACEUTICAL SVSC INC | 69,248 | $15.2B | 34.95% | |
| 118 | BLDRBUILDERS FIRSTSOURCE INC | 127,693 | $14.9B | 34.37% | |
| 119 | BILLBILL HOLDINGS INC | 310,646 | $14.4B | 33.15% | |
| 120 | MORNMORNINGSTAR INC | 42,955 | $13.5B | 31.10% | |
| 121 | MSCIMSCI INC | 21,982 | $12.7B | 29.24% | |
| 122 | ALNYALNYLAM PHARMACEUTICALS INC | 37,412 | $12.2B | 28.14% | |
| 123 | NTRANATERA INC | 69,647 | $11.8B | 27.14% | |
| 124 | PCORPROCORE TECHNOLOGIES INC | 142,822 | $9.8B | 22.54% | |
| 125 | SNSHARKNINJA INC | 84,343 | $8.3B | 19.26% | |
| 126 | XYZBLOCK INC | 121,910 | $8.3B | 19.10% | |
| 127 | APPAPPLOVIN CORP | 22,845 | $8.0B | 18.45% | |
| 128 | ICLRICON PLC | 53,539 | $7.8B | 17.96% | |
| 129 | NFLXNETFLIX INC | 1,300 | $1.7B | 4.02% | |
| 130 | BSXBOSTON SCIENTIFIC CORP | 15,981 | $1.7B | 3.96% | |
| 131 | APPFAPPFOLIO INC | 6,858 | $1.6B | 3.64% | |
| 132 | DASHDOORDASH INC | 6,028 | $1.5B | 3.43% | |
| 133 | ISRGINTUITIVE SURGICAL INC | 2,712 | $1.5B | 3.40% | |
| 134 | GEVGE VERNOVA INC | 2,634 | $1.4B | 3.21% | |
| 135 | ASMLASML HOLDING N V | 1,399 | $1.1B | 2.59% | |
| 136 | IM8NINSMED INC | 7,930 | $798.1M | 1.84% | |
| 137 | SESEA LTD | 2,569 | $410.9M | 0.95% | |
| 138 | SAPSAP SE | 1,113 | $338.5M | 0.78% | |
| 139 | SPOTSPOTIFY TECHNOLOGY S A | 405 | $310.8M | 0.72% | |
| 140 | RELXRELX PLC | 5,207 | $282.9M | 0.65% | |
| 141 | BKNGBOOKING HOLDINGS INC | 45 | $260.5M | 0.60% | |
| 142 | AERAERCAP HOLDINGS NV | 2,118 | $247.8M | 0.57% | |
| 143 | CNHICNH INDL N V | 18,511 | $239.9M | 0.55% | |
| 144 | YMMFULL TRUCK ALLIANCE CO LTD | 19,214 | $226.9M | 0.52% | |
| 145 | RHCRH PLC | 2,370 | $217.6M | 0.50% | |
| 146 | WCNWASTE CONNECTIONS INC | 1,130 | $211.0M | 0.49% | |
| 147 | ACGLARCH CAP GROUP LTD | 2,317 | $211.0M | 0.49% | |
| 148 | SNYSANOFI | 4,189 | $202.4M | 0.47% |
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