Q2 2025 · 13F-HR
PARNASSUS INVESTMENTS, LLCholdings as filed
Filed 2025-08-06 · accession 0001172661-25-002910
$43.35B
Reported value
148
Positions
2025-06-30
Period end
The Brief · PARNASSUS INVESTMENTS, LLC · Q2 2025
AI · grounded in 13F
PARNASSUS INVESTMENTS, LLC established a new position in MSFT valued at $2.61B. The fund also initiated new stakes in NVDA and AMZN, adding $2.28B and $2.27B respectively. Other new additions include GOOGL at $1.74B and DE at $1.59B.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 594918104 | MSFT | MICROSOFT CORP | $2.61B | 6.02% | 5,243,567 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $2.28B | 5.25% | 14,409,647 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $2.27B | 5.24% | 10,348,666 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $1.74B | 4.02% | 9,894,598 | Common | SOLE |
| 244199105 | DE | DEERE & CO | $1.59B | 3.67% | 3,129,594 | Common | SOLE |
| 94106L109 | WM | WASTE MGMT INC DEL | $1.31B | 3.02% | 5,712,714 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $1.25B | 2.89% | 4,537,606 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $1.25B | 2.88% | 6,317,534 | Common | SOLE |
| 45866F104 | ICE | INTERCONTINENTAL EXCHANGE IN | $1.22B | 2.81% | 6,629,807 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $1.20B | 2.77% | 2,138,691 | Common | SOLE |
| 78409V104 | SPGI | S&P GLOBAL INC | $1.07B | 2.48% | 2,036,677 | Common | SOLE |
| 756109104 | O | REALTY INCOME CORP | $1.06B | 2.44% | 18,386,115 | Common | SOLE |
| G54950103 | LIN | LINDE PLC | $1.01B | 2.32% | 2,142,263 | Common | SOLE |
| 053332102 | AZO | AUTOZONE INC | $936.1M | 2.16% | 252,155 | Common | SOLE |
| 060505104 | BAC | BANK AMERICA CORP | $922.3M | 2.13% | 19,491,310 | Common | SOLE |
| 461202103 | INTU | INTUIT | $893.4M | 2.06% | 1,134,238 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $877.9M | 2.02% | 2,165,258 | Common | SOLE |
| 115236101 | BRO | BROWN & BROWN INC | $778.0M | 1.79% | 7,017,120 | Common | SOLE |
| 92532F100 | VRTX | VERTEX PHARMACEUTICALS INC | $761.9M | 1.76% | 1,711,440 | Common | SOLE |
| 871607107 | SNPS | SYNOPSYS INC | $759.4M | 1.75% | 1,481,292 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $740.2M | 1.71% | 3,607,907 | Common | SOLE |
| 337738108 | FISV | FISERV INC | $724.8M | 1.67% | 4,203,673 | Common | SOLE |
| 863667101 | SYK | STRYKER CORPORATION | $707.4M | 1.63% | 1,787,988 | Common | SOLE |
| 31488V107 | FERG | FERGUSON ENTERPRISES INC | $684.3M | 1.58% | 3,142,599 | Common | SOLE |
| 98138H101 | WDAY | WORKDAY INC | $683.0M | 1.58% | 2,845,644 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $674.9M | 1.56% | 2,474,812 | Common | SOLE |
| 058498106 | BALL | BALL CORP | $663.9M | 1.53% | 11,835,650 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $660.7M | 1.52% | 847,576 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $654.9M | 1.51% | 636,994 | Common | SOLE |
| 038222105 | AMAT | APPLIED MATLS INC | $611.3M | 1.41% | 3,338,954 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $608.6M | 1.40% | 2,783,475 | Common | SOLE |
| 482480100 | KLAC | KLA CORP | $586.8M | 1.35% | 655,060 | Common | SOLE |
| 571748102 | MRSH | MARSH & MCLENNAN COS INC | $581.5M | 1.34% | 2,659,484 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $566.3M | 1.31% | 3,991,057 | Common | SOLE |
| 571903202 | MAR | MARRIOTT INTL INC NEW | $533.8M | 1.23% | 1,953,962 | Common | SOLE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $509.2M | 1.17% | 3,196,389 | Common | SOLE |
| 294429105 | EFX | EQUIFAX INC | $461.6M | 1.06% | 1,779,843 | Common | SOLE |
| 824348106 | SHW | SHERWIN WILLIAMS CO | $435.8M | 1.01% | 1,269,300 | Common | SOLE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $429.8M | 0.99% | 434,151 | Common | SOLE |
| 92345Y106 | VRSK | VERISK ANALYTICS INC | $352.7M | 0.81% | 1,132,296 | Common | SOLE |
| 12504L109 | CBRE | CBRE GROUP INC | $250.7M | 0.58% | 1,789,527 | Common | SOLE |
| 064058100 | BK | BANK NEW YORK MELLON CORP | $232.1M | 0.54% | 2,547,421 | Common | SOLE |
| 11285B108 | BEPC | BROOKFIELD RENEWABLE CORP | $172.5M | 0.40% | 5,263,087 | Common | SOLE |
| 23331A109 | DHI | D R HORTON INC | $166.6M | 0.38% | 1,292,047 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $150.5M | 0.35% | 519,146 | Common | SOLE |
| 92343V104 | VZ | VERIZON COMMUNICATIONS INC | $121.4M | 0.28% | 2,805,084 | Common | SOLE |
| 808513105 | SCHW | SCHWAB CHARLES CORP | $119.2M | 0.27% | 1,306,604 | Common | SOLE |
| 871829107 | SYY | SYSCO CORP | $118.5M | 0.27% | 1,564,203 | Common | SOLE |
| 231021106 | CMI | CUMMINS INC | $112.0M | 0.26% | 342,038 | Common | SOLE |
| 907818108 | UNP | UNION PAC CORP | $111.4M | 0.26% | 484,149 | Common | SOLE |
| 743315103 | PGR | PROGRESSIVE CORP | $104.8M | 0.24% | 392,685 | Common | SOLE |
| G96629103 | WTW | WILLIS TOWERS WATSON PLC LTD | $104.6M | 0.24% | 341,414 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $103.6M | 0.24% | 457,244 | Common | SOLE |
| 31620M106 | FIS | FIDELITY NATL INFORMATION SV | $100.5M | 0.23% | 1,234,774 | Common | SOLE |
| 052769106 | ADSK | AUTODESK INC | $97.4M | 0.22% | 314,702 | Common | SOLE |
| 11133T103 | BR | BROADRIDGE FINL SOLUTIONS IN | $95.5M | 0.22% | 392,798 | Common | SOLE |
| 445658107 | JBHT | HUNT J B TRANS SVCS INC | $95.2M | 0.22% | 663,090 | Common | SOLE |
| 125523100 | CI | THE CIGNA GROUP | $94.5M | 0.22% | 285,917 | Common | SOLE |
| 92826C839 | V | VISA INC | $94.5M | 0.22% | 266,080 | Common | SOLE |
| 009066101 | ABNB | AIRBNB INC | $92.6M | 0.21% | 699,766 | Common | SOLE |
| 958102105 | WDC | WESTERN DIGITAL CORP | $92.0M | 0.21% | 1,437,621 | Common | SOLE |
| 046353108 | AZNN | ASTRAZENECA PLC | $89.9M | 0.21% | 1,286,979 | Common | SOLE |
| 89400J107 | TRU | TRANSUNION | $88.5M | 0.20% | 1,006,054 | Common | SOLE |
| 31428X106 | FDX | FEDEX CORP | $87.3M | 0.20% | 384,194 | Common | SOLE |
| 172967424 | C | CITIGROUP INC | $86.9M | 0.20% | 1,021,369 | Common | SOLE |
| 760759100 | RSG | REPUBLIC SVCS INC | $86.9M | 0.20% | 352,433 | Common | SOLE |
| 12572Q105 | CME | CME GROUP INC | $86.6M | 0.20% | 314,138 | Common | SOLE |
| 12503M108 | CBOE | CBOE GLOBAL MKTS INC | $83.0M | 0.19% | 356,111 | Common | SOLE |
| 43300A203 | HLT | HILTON WORLDWIDE HLDGS INC | $82.9M | 0.19% | 311,242 | Common | SOLE |
| H01301128 | ALC | ALCON AG | $80.9M | 0.19% | 916,801 | Common | SOLE |
| 00846U101 | A | AGILENT TECHNOLOGIES INC | $79.5M | 0.18% | 674,048 | Common | SOLE |
| 653656108 | NICE | NICE LTD | $78.8M | 0.18% | 466,429 | Common | SOLE |
| 090572207 | BIO | BIO RAD LABS INC | $76.6M | 0.18% | 317,218 | Common | SOLE |
| 03990B101 | ARES | ARES MANAGEMENT CORPORATION | $73.1M | 0.17% | 422,328 | Common | SOLE |
| 20030N101 | CMCSA | COMCAST CORP NEW | $71.0M | 0.16% | 1,989,492 | Common | SOLE |
| 512807306 | LRCX | LAM RESEARCH CORP | $70.9M | 0.16% | 728,028 | Common | SOLE |
| 912008109 | USFD | US FOODS HLDG CORP | $70.1M | 0.16% | 910,863 | Common | SOLE |
| 670100205 | NVO | NOVO-NORDISK A S | $69.8M | 0.16% | 1,011,546 | Common | SOLE |
| 679580100 | ODFL | OLD DOMINION FREIGHT LINE IN | $67.9M | 0.16% | 418,252 | Common | SOLE |
| 443510607 | HUBB | HUBBELL INC | $66.8M | 0.15% | 163,487 | Common | SOLE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $66.0M | 0.15% | 535,860 | Common | SOLE |
| 084423102 | WRB | BERKLEY W R CORP | $65.7M | 0.15% | 894,317 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $65.1M | 0.15% | 208,616 | Common | SOLE |
| 98419M100 | XYL | XYLEM INC | $64.9M | 0.15% | 501,727 | Common | SOLE |
| 89832Q109 | TFC | TRUIST FINL CORP | $63.5M | 0.15% | 1,476,432 | Common | SOLE |
| 67103H107 | ORLY | OREILLY AUTOMOTIVE INC | $62.1M | 0.14% | 689,413 | Common | SOLE |
| 049468101 | TEAM | ATLASSIAN CORPORATION | $61.8M | 0.14% | 304,117 | Common | SOLE |
| 73278L105 | POOL | POOL CORP | $57.6M | 0.13% | 197,711 | Common | SOLE |
| 776696106 | ROP | ROPER TECHNOLOGIES INC | $55.0M | 0.13% | 97,083 | Common | SOLE |
| 40171V100 | GWRE | GUIDEWIRE SOFTWARE INC | $54.4M | 0.13% | 231,191 | Common | SOLE |
| 75886F107 | REGN | REGENERON PHARMACEUTICALS | $53.1M | 0.12% | 101,084 | Common | SOLE |
| 22160N109 | CSGP | COSTAR GROUP INC | $52.7M | 0.12% | 655,398 | Common | SOLE |
| 929160109 | VMC | VULCAN MATLS CO | $51.6M | 0.12% | 197,796 | Common | SOLE |
| 88339J105 | TTD | THE TRADE DESK INC | $46.6M | 0.11% | 647,351 | Common | SOLE |
| 80004C200 | SNDK | SANDISK CORP | $46.2M | 0.11% | 1,019,161 | Common | SOLE |
| 020002101 | ALL | ALLSTATE CORP | $45.7M | 0.11% | 227,045 | Common | SOLE |
| 931142103 | WMT | WALMART INC | $45.6M | 0.11% | 466,056 | Common | SOLE |
| G7S00T104 | PNR | PENTAIR PLC | $45.5M | 0.11% | 443,547 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $43.8M | 0.10% | 1,956,351 | Common | SOLE |
| 217204106 | CPRT | COPART INC | $43.3M | 0.10% | 881,799 | Common | SOLE |
| 46266C105 | IQV | IQVIA HLDGS INC | $32.7M | 0.08% | 207,331 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $26.4M | 0.06% | 10,094 | Common | SOLE |
| 18915M107 | NET | CLOUDFLARE INC | $25.6M | 0.06% | 130,564 | Common | SOLE |
| 23804L103 | DDOG | DATADOG INC | $24.5M | 0.06% | 182,571 | Common | SOLE |
| 169656105 | CMG | CHIPOTLE MEXICAN GRILL INC | $21.6M | 0.05% | 385,137 | Common | SOLE |
| 880770102 | TER | TERADYNE INC | $20.9M | 0.05% | 232,935 | Common | SOLE |
| 609839105 | MPWR | MONOLITHIC PWR SYS INC | $20.3M | 0.05% | 27,712 | Common | SOLE |
| 773903109 | ROK | ROCKWELL AUTOMATION INC | $20.2M | 0.05% | 60,824 | Common | SOLE |
| 69370C100 | PTC | PTC INC | $19.0M | 0.04% | 110,154 | Common | SOLE |
| V7780T103 | RCL | ROYAL CARIBBEAN GROUP | $18.9M | 0.04% | 60,358 | Common | SOLE |
| G8994E103 | TT | TRANE TECHNOLOGIES PLC | $18.5M | 0.04% | 42,208 | Common | SOLE |
| 45168D104 | IDXX | IDEXX LABS INC | $17.8M | 0.04% | 33,237 | Common | SOLE |
| 770700102 | HOOD | ROBINHOOD MKTS INC | $17.6M | 0.04% | 187,827 | Common | SOLE |
| 85423L103 | SARO | STANDARDAERO INC | $16.3M | 0.04% | 515,929 | Common | SOLE |
| 592688105 | MTD | METTLER TOLEDO INTERNATIONAL | $16.1M | 0.04% | 13,685 | Common | SOLE |
| 127387108 | CDNS | CADENCE DESIGN SYSTEM INC | $15.8M | 0.04% | 51,321 | Common | SOLE |
| 955306105 | WST | WEST PHARMACEUTICAL SVSC INC | $15.2M | 0.03% | 69,248 | Common | SOLE |
| 12008R107 | BLDR | BUILDERS FIRSTSOURCE INC | $14.9M | 0.03% | 127,693 | Common | SOLE |
| 090043100 | BILL | BILL HOLDINGS INC | $14.4M | 0.03% | 310,646 | Common | SOLE |
| 617700109 | MORN | MORNINGSTAR INC | $13.5M | 0.03% | 42,955 | Common | SOLE |
| 55354G100 | MSCI | MSCI INC | $12.7M | 0.03% | 21,982 | Common | SOLE |
| 02043Q107 | ALNY | ALNYLAM PHARMACEUTICALS INC | $12.2M | 0.03% | 37,412 | Common | SOLE |
| 632307104 | NTRA | NATERA INC | $11.8M | 0.03% | 69,647 | Common | SOLE |
| 74275K108 | PCOR | PROCORE TECHNOLOGIES INC | $9.8M | 0.02% | 142,822 | Common | SOLE |
| G8068L108 | SN | SHARKNINJA INC | $8.3M | 0.02% | 84,343 | Common | SOLE |
| 852234103 | XYZ | BLOCK INC | $8.3M | 0.02% | 121,910 | Common | SOLE |
| 03831W108 | APP | APPLOVIN CORP | $8.0M | 0.02% | 22,845 | Common | SOLE |
| G4705A100 | ICLR | ICON PLC | $7.8M | 0.02% | 53,539 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $1.7M | 0.00% | 1,300 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $1.7M | 0.00% | 15,981 | Common | SOLE |
| 03783C100 | APPF | APPFOLIO INC | $1.6M | 0.00% | 6,858 | Common | SOLE |
| 25809K105 | DASH | DOORDASH INC | $1.5M | 0.00% | 6,028 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $1.5M | 0.00% | 2,712 | Common | SOLE |
| 36828A101 | GEV | GE VERNOVA INC | $1.4M | 0.00% | 2,634 | Common | SOLE |
| N07059210 | ASML | ASML HOLDING N V | $1.1M | 0.00% | 1,399 | Common | SOLE |
| 457669307 | INSM | INSMED INC | $798,075 | 0.00% | 7,930 | Common | SOLE |
| 81141R100 | SE | SEA LTD | $410,886 | 0.00% | 2,569 | Common | SOLE |
| 803054204 | SAP | SAP SE | $338,463 | 0.00% | 1,113 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $310,773 | 0.00% | 405 | Common | SOLE |
| 759530108 | RELX | RELX PLC | $282,948 | 0.00% | 5,207 | Common | SOLE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $260,516 | 0.00% | 45 | Common | SOLE |
| N00985106 | AER | AERCAP HOLDINGS NV | $247,806 | 0.00% | 2,118 | Common | SOLE |
| N20944109 | CNH | CNH INDL N V | $239,903 | 0.00% | 18,511 | Common | SOLE |
| 35969L108 | YMM | FULL TRUCK ALLIANCE CO LTD | $226,917 | 0.00% | 19,214 | Common | SOLE |
| G25508105 | CRH | CRH PLC | $217,566 | 0.00% | 2,370 | Common | SOLE |
| 94106B101 | WCN | WASTE CONNECTIONS INC | $210,994 | 0.00% | 1,130 | Common | SOLE |
| G0450A105 | ACGL | ARCH CAP GROUP LTD | $210,963 | 0.00% | 2,317 | Common | SOLE |
| 80105N105 | SNY | SANOFI | $202,371 | 0.00% | 4,189 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.