PARNASSUS INVESTMENTS, LLC Q4 2022 Filing
Filed January 30, 2023
Portfolio Value
$40.3B
Holdings
137
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (137 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | SPLKCHFSPLUNK INC | 345,930 | $29.8B | 73.99% | |
| 102 | POOLPOOL CORP | 89,405 | $27.0B | 67.15% | |
| 103 | FTNTFORTINET INC | 548,169 | $26.8B | 66.58% | |
| 104 | IDXXIDEXX LABS INC | 62,395 | $25.5B | 63.24% | |
| 105 | ILMNILLUMINA INC | 117,499 | $23.8B | 59.02% | |
| 106 | GWREGUIDEWIRE SOFTWARE INC | 362,966 | $22.7B | 56.41% | |
| 107 | MLB1MERCADOLIBRE INC | 25,730 | $21.8B | 54.09% | |
| 108 | XYZBLOCK INC | 319,369 | $20.1B | 49.86% | |
| 109 | FIVNFIVE9 INC | 225,571 | $15.3B | 38.03% | |
| 110 | ODFLOLD DOMINION FREIGHT LINE IN | 53,678 | $15.2B | 37.84% | |
| 111 | TRI4EURTHOMSON REUTERS CORP. | 133,264 | $15.2B | 37.76% | |
| 112 | TERTERADYNE INC | 165,728 | $14.5B | 35.96% | |
| 113 | EFXEQUIFAX INC | 72,957 | $14.2B | 35.23% | |
| 114 | MPWRMONOLITHIC PWR SYS INC | 39,450 | $13.9B | 34.65% | |
| 115 | CITCINTAS CORP | 30,581 | $13.8B | 34.31% | |
| 116 | NTRNUTRIEN LTD | 188,197 | $13.7B | 34.15% | |
| 117 | HLTHILTON WORLDWIDE HLDGS INC | 108,531 | $13.7B | 34.07% | |
| 118 | MORNMORNINGSTAR INC | 60,210 | $13.0B | 32.40% | |
| 119 | TTDTHE TRADE DESK INC | 285,430 | $12.8B | 31.79% | |
| 120 | CDNSCADENCE DESIGN SYSTEM INC | 64,017 | $10.3B | 25.55% | |
| 121 | RUN 0 02/01/26SUNRUN INC | 2,800,000 | $1.9B | 4.80% | |
| 122 | AMZNAMAZON COM INC | 7,636 | $641.0M | 1.59% | |
| 123 | VVISA INC | 2,438 | $506.0M | 1.26% | |
| 124 | PLNTPLANET FITNESS INC | 4,083 | $321.0M | 0.80% | |
| 125 | PTCPTC INC | 2,637 | $316.0M | 0.79% | |
| 126 | LLYLILLY ELI & CO | 862 | $315.0M | 0.78% | |
| 127 | PCORPROCORE TECHNOLOGIES INC | 6,177 | $291.0M | 0.72% | |
| 128 | UNHUNITEDHEALTH GROUP INC | 500 | $265.0M | 0.66% | |
| 129 | AZNASTRAZENECA PLC | 3,905 | $264.0M | 0.66% | |
| 130 | ARESARES MANAGEMENT CORPORATION | 3,514 | $240.0M | 0.60% | |
| 131 | BSXBOSTON SCIENTIFIC CORP | 5,157 | $238.0M | 0.59% | |
| 132 | DC4DEXCOM INC | 1,889 | $213.0M | 0.53% | |
| 133 | AMDADVANCED MICRO DEVICES INC | 3,294 | $213.0M | 0.53% | |
| 134 | CLCOLGATE PALMOLIVE CO | 2,697 | $212.0M | 0.53% | |
| 135 | HSYHERSHEY CO | 915 | $211.0M | 0.52% | |
| 136 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,825 | $210.0M | 0.52% | |
| 137 | STLASTELLANTIS N.V | 11,202 | $159.0M | 0.40% |
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