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13F-HR filed by PARNASSUS INVESTMENTS, LLC

PARNASSUS INVESTMENTS, LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-06, with 148 holding rows worth $43,354,444,873.

Accession
0001172661-25-002910
Filed
2025-08-06
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 148 entries on the cover page, a total value of $43,354,444,873 stated on the cover page (in dollars after the unit check, H1), rows summing to $43,354,444,873 with VALUE read as dollars as filed, 13F file number 028-05022. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Microsoft Corp594918104COM5,243,567$2,608,202,661dollars as filed
NVIDIA Corp67066G104COM14,409,647$2,276,580,129dollars as filed
Amazon.com, Inc023135106COM10,348,666$2,270,393,833dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM9,894,598$1,743,725,006dollars as filed
Deere & Company244199105COM3,129,594$1,591,367,253dollars as filed
Waste Management, Inc.94106L109COM5,712,714$1,307,183,218dollars as filed
Broadcom Inc.11135F101COM4,537,606$1,250,791,094dollars as filed
Danaher Corporation235851102COM6,317,534$1,247,965,667dollars as filed
Intercontinental Exchange,Inc.45866F104COM6,629,807$1,216,370,690dollars as filed
MasterCard, Inc57636Q104COM2,138,691$1,201,816,021dollars as filed
S&P Global,Inc.78409V104COM2,036,677$1,073,919,415dollars as filed
REALTY INCOME CORP COM756109104REIT18,386,115$1,059,224,086dollars as filed
Linde plcG54950103COM2,142,263$1,005,106,955dollars as filed
AUTOZONE INC COM053332102Stock252,155$936,057,356dollars as filed
Bank of America Corp060505104COM19,491,310$922,328,789dollars as filed
Intuit Inc.461202103COM1,134,238$893,359,876dollars as filed
Thermo Fisher Scientific Inc.883556102COM2,165,258$877,925,508dollars as filed
BROWN & BROWN INC COM115236101Stock7,017,120$777,988,094dollars as filed
Vertex Pharmaceuticals Incorporated92532F100COM1,711,440$761,933,088dollars as filed
SYNOPSYS INC COM871607107Stock1,481,292$759,428,783dollars as filed
Apple Inc037833100COM3,607,907$740,234,279dollars as filed
FISERV INC337738108COM4,203,673$724,755,262dollars as filed
Stryker Corporation863667101COM1,787,988$707,381,692dollars as filed
FERGUSON ENTERPRISES INC COMMON STOCK NEW31488V107Stock3,142,599$684,300,933dollars as filed
WORKDAY INC CL A98138H101Stock2,845,644$682,954,560dollars as filed
Salesforce.com, Inc79466L302COM2,474,812$674,856,485dollars as filed
BALL CORP058498106COM11,835,650$663,861,608dollars as filed
Eli Lilly and Company532457108COM847,576$660,710,920dollars as filed
ServiceNow,Inc.81762P102COM636,994$654,880,792dollars as filed
Applied Materials,Inc.038222105COM3,338,954$611,262,309dollars as filed
Oracle Corporation68389X105COM2,783,475$608,551,140dollars as filed
KLA CORP482480100COM655,060$586,763,444dollars as filed
Marsh & McLennan Companies,Inc.571748102COM2,659,484$581,469,582dollars as filed
Advanced Micro Devices,Inc.007903107COM3,991,057$566,330,988dollars as filed
MARRIOTT INTL INC NEW CL A571903202Stock1,953,962$533,841,958dollars as filed
Procter & Gamble Co742718109COM3,196,389$509,248,695dollars as filed
EQUIFAX INC COM294429105Stock1,779,843$461,637,879dollars as filed
SHERWIN WILLIAMS CO824348106COM1,269,300$435,826,848dollars as filed
Costco Wholesale Corporation22160K105COM434,151$429,783,441dollars as filed
VERISK ANALYTICS INC COM92345Y106Stock1,132,296$352,710,204dollars as filed
CBRE GROUP INC CL A12504L109Stock1,789,527$250,748,523dollars as filed
BANK OF NY MELLON CORP COM064058100Stock2,547,421$232,095,527dollars as filed
BROOKFIELD RENEWABLE CORP11285B108CL A EX SUB VTG5,263,087$172,523,992dollars as filed
D R HORTON INC COM23331A109Stock1,292,047$166,570,699dollars as filed
JPMorgan Chase & Co46625H100COM519,146$150,505,617dollars as filed
Verizon Communications Inc92343V104COM2,805,084$121,375,985dollars as filed
Charles Schwab Corp808513105COM1,306,604$119,214,549dollars as filed
SYSCOCORP871829107COM1,564,203$118,472,735dollars as filed
CUMMINS INC COM231021106Stock342,038$112,017,445dollars as filed
Union Pacific Corporation907818108COM484,149$111,393,002dollars as filed
Progressive Corporation743315103COM392,685$104,791,919dollars as filed
WILLIS TOWERS WATSON PLC LTD SHSG96629103Stock341,414$104,643,391dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS457,244$103,561,193dollars as filed
FIDELITY NATL INFORMATION SVCS COM31620M106Stock1,234,774$100,522,951dollars as filed
AUTODESK INC COM052769106Stock314,702$97,422,298dollars as filed
BROADRIDGE FINL SOLUTIONS INC COM11133T103Stock392,798$95,461,698dollars as filed
HUNT J B TRANS SVCS INC COM445658107Stock663,090$95,219,724dollars as filed
Cigna Corporation125523100COM285,917$94,518,442dollars as filed
Visa Inc92826C839COM266,080$94,471,704dollars as filed
Airbnb, Inc. Class A009066101COM699,766$92,607,032dollars as filed
WESTERN DIGITAL CORP958102105COM1,437,621$91,993,368dollars as filed
ASTRAZENECA PLC SPONSORED ADR046353108ADR1,286,979$89,934,093dollars as filed
TRANSUNION COM89400J107Stock1,006,054$88,532,752dollars as filed
FEDEX CORP COM31428X106Stock384,194$87,331,138dollars as filed
Citigroup Inc.172967424COM1,021,369$86,938,929dollars as filed
REPUBLIC SVCS INC COM760759100Stock352,433$86,913,502dollars as filed
CME Group Inc. Class A12572Q105COM314,138$86,582,716dollars as filed
CBOE GLOBAL MKTS INC COM12503M108Stock356,111$83,048,646dollars as filed
HILTON WORLDWIDE HLDGS INC COM43300A203Stock311,242$82,896,194dollars as filed
ALCON AG ORD SHSH01301128Stock916,801$80,935,192dollars as filed
AGILENT TECHNOLOGIES INC COM00846U101Stock674,048$79,544,404dollars as filed
NICE LTD SPONSORED ADR653656108ADR466,429$78,784,522dollars as filed
BIO RAD LABS INC090572207CL A317,218$76,551,048dollars as filed
ARES MANAGEMENT CORPORATION CL A COM STK03990B101Stock422,328$73,147,209dollars as filed
Comcast Corp20030N101COM1,989,492$71,004,969dollars as filed
Lam Research Corporation512807306COM728,028$70,866,246dollars as filed
US FOODS HLDG CORP COM912008109Stock910,863$70,145,560dollars as filed
NOVO-NORDISK A S ADR670100205ADR1,011,546$69,816,905dollars as filed
OLD DOMINION FREIGHT LINE INC COM679580100Stock418,252$67,882,300dollars as filed
HUBBELL INC COM443510607Stock163,487$66,769,726dollars as filed
Micron Technology,Inc.595112103COM535,860$66,044,745dollars as filed
BERKLEY W R CORP COM084423102Stock894,317$65,705,470dollars as filed
UnitedHealth Group Inc91324P102COM208,616$65,081,934dollars as filed
XYLEM INC COM98419M100Stock501,727$64,903,405dollars as filed
TRUIST FINL CORP COM89832Q109Stock1,476,432$63,471,812dollars as filed
OREILLY AUTOMOTIVE INC COM67103H107Stock689,413$62,136,794dollars as filed
ATLASSIANCORPCLASSA049468101STOK304,117$61,763,121dollars as filed
POOL CORP COM73278L105Stock197,711$57,628,802dollars as filed
ROPER TECHNOLOGIES INC COM776696106Stock97,083$55,030,528dollars as filed
GUIDEWIRE SOFTWARE INC COM40171V100Stock231,191$54,433,921dollars as filed
REGENERON PHARMACEUTICALS COM75886F107Stock101,084$53,069,100dollars as filed
COSTAR GROUP INC COM22160N109Stock655,398$52,693,999dollars as filed
VULCAN MATLS CO COM929160109Stock197,796$51,589,153dollars as filed
THETRADEDESKINCCLASSCLASSA88339J105STOK647,351$46,602,798dollars as filed
SanDisk Corporation80004C200COM1,019,161$46,218,951dollars as filed
ALLSTATE CORP COM020002101Stock227,045$45,706,429dollars as filed
Walmart Inc.931142103COM466,056$45,570,956dollars as filed
PENTAIR PLC SHSG7S00T104Stock443,547$45,534,535dollars as filed
Intel Corp458140100COM1,956,351$43,822,262dollars as filed
COPART INC COM217204106Stock881,799$43,269,877dollars as filed
IQVIA HLDGS INC COM46266C105Stock207,331$32,673,292dollars as filed
MERCADOLIBREINC58733R102STOK10,094$26,381,982dollars as filed
CLOUDFLARE INC CL A COM18915M107Stock130,564$25,568,349dollars as filed
DATADOGINCCLASSA23804L103STOK182,571$24,524,763dollars as filed
CHIPOTLEMEXICANGRILLI169656105STOK385,137$21,625,442dollars as filed
TERADYNE INC COM880770102Stock232,935$20,945,515dollars as filed
MONOLITHIC PWR SYS INC COM609839105Stock27,712$20,268,003dollars as filed
ROCKWELL AUTOMATION INC COM773903109Stock60,824$20,203,908dollars as filed
PTC INC COM69370C100Stock110,154$18,983,940dollars as filed
ROYAL CARIBBEAN GROUP COMV7780T103Stock60,358$18,900,504dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock42,208$18,462,201dollars as filed
IDEXX LABS INC COM45168D104Stock33,237$17,826,333dollars as filed
ROBINHOOD MKTS INC770700102COM187,827$17,586,242dollars as filed
STANDARDAERO INC COM85423L103Stock515,929$16,329,153dollars as filed
METTLER TOLEDO INTERNATIONAL COM592688105Stock13,685$16,076,043dollars as filed
CADENCE DESIGN SYSTEM INC COM127387108Stock51,321$15,814,566dollars as filed
WEST PHARMACEUTICAL SVSC INC COM955306105Stock69,248$15,151,462dollars as filed
BUILDERS FIRSTSOURCE INC COM12008R107Stock127,693$14,900,496dollars as filed
BILL HOLDINGS INC090043100COM310,646$14,370,484dollars as filed
MORNINGSTAR INC COM617700109Stock42,955$13,484,863dollars as filed
MSCI INC COM55354G100Stock21,982$12,677,899dollars as filed
ALNYLAM PHARMACEUTICALS INC COM02043Q107Stock37,412$12,199,679dollars as filed
NATERA INC COM632307104Stock69,647$11,766,164dollars as filed
PROCORE TECHNOLOGIES INC COM74275K108Stock142,822$9,771,881dollars as filed
SHARKNINJA INC COM SHSG8068L108Stock84,343$8,349,114dollars as filed
BLOCK INC CL A852234103Stock121,910$8,281,346dollars as filed
APPLOVIN CORP COM CL A03831W108Stock22,845$7,997,578dollars as filed
ICON PUB LTD CO SHSG4705A100Stock53,539$7,787,248dollars as filed
Netflix, Inc64110L106COM1,300$1,740,869dollars as filed
Boston Scientific Corporation101137107COM15,981$1,716,519dollars as filed
APPFOLIO INC03783C100COM CL A6,858$1,579,260dollars as filed
DOORDASH INC CL A25809K105Stock6,028$1,485,962dollars as filed
Intuitive Surgical,Inc.46120E602COM2,712$1,473,728dollars as filed
GE Vernova Inc.36828A101COM2,634$1,393,782dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK1,399$1,121,144dollars as filed
INSMED INC COM PAR $.01457669307Stock7,930$798,075dollars as filed
SEA LTD81141R100SPONSORD ADS2,569$410,886dollars as filed
SAP SE SPON ADR803054204ADR1,113$338,463dollars as filed
SPOTIFYTECHNOLOGYSAFL8681T102STOK405$310,773dollars as filed
RELX PLC SPONSORED ADR759530108ADR5,207$282,948dollars as filed
Booking Holdings Inc.09857L108COM45$260,516dollars as filed
AERCAP HOLDINGS NV SHSN00985106Stock2,118$247,806dollars as filed
CNH INDL N V SHSN20944109Stock18,511$239,903dollars as filed
FULL TRUCK ALLIANCE CO LTD SPONSORED ADS35969L108ADR19,214$226,917dollars as filed
CRH PLC ORDG25508105Stock2,370$217,566dollars as filed
WASTE CONNECTIONS INC COM94106B101Stock1,130$210,994dollars as filed
ARCH CAP GROUP LTD ORDG0450A105Stock2,317$210,963dollars as filed
SANOFI SA SPONSORED ADR80105N105ADR4,189$202,371dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001172661-25-002910this filing2025-08-06acceptance time not in the bulk data set