Filed: 8/6/2025ACC: 0001172661-25-002910
📋 What this filing means
PARNASSUS INVESTMENTS, LLC filed this quarterly 13F‑HR report disclosing 148 equity positions with a total reported market value of $43.35B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
148
Positions
$43.35B
Total AUM (reported)
231.40M
Total Shares
Allocation by class
COM$35.12B81.0%
CL A$2.89B6.7%
CAP STK CL A$1.74B4.0%
SHS$1.18B2.7%
COM NEW$746.04M1.7%
COMMON STOCK NEW$684.30M1.6%
COM CL A$260.84M0.6%
Portfolio Concentration
Top 3$7.16B16.5%
4–10$9.56B22.0%
11–25$12.61B29.1%
Rest$14.03B32.4%
Top 3 weight
16.5%
Top 10 weight
38.6%
Voting Authority Distribution
Total shares with voting rights: 231.40M
Sole
Full voting authority
214.40M
shares
% of voting shares92.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
17.01M
shares
% of voting shares7.3%
Investment Discretion (by position count)
Sole148
Shared0
Other0
Dominant voting typeSole · 92.7% of voting shares
Institutional Holdings148
Rows:
MICROSOFT CORP
SOLEShares5.24M
TypeSH
Market value$2.61B
6.02%
Sole
4.74M
Shared
0.00
None
506.83K
NVIDIA CORPORATION
SOLEShares14.41M
TypeSH
Market value$2.28B
5.25%
Sole
12.93M
Shared
0.00
None
1.48M
AMAZON COM INC
SOLEShares10.35M
TypeSH
Market value$2.27B
5.24%
Sole
9.34M
Shared
0.00
None
1.01M
ALPHABET INC
SOLEShares9.89M
TypeSH
Market value$1.74B
4.02%
Sole
8.95M
Shared
0.00
None
942.87K
DEERE & CO
SOLEShares3.13M
TypeSH
Market value$1.59B
3.67%
Sole
2.84M
Shared
0.00
None
287.17K
WASTE MGMT INC DEL
SOLEShares5.71M
TypeSH
Market value$1.31B
3.02%
Sole
5.13M
Shared
0.00
None
586.04K
BROADCOM INC
SOLEShares4.54M
TypeSH
Market value$1.25B
2.89%
Sole
4.11M
Shared
0.00
None
426.67K
DANAHER CORPORATION
SOLEShares6.32M
TypeSH
Market value$1.25B
2.88%
Sole
5.71M
Shared
0.00
None
607.39K
INTERCONTINENTAL EXCHANGE IN
SOLEShares6.63M
TypeSH
Market value$1.22B
2.81%
Sole
5.95M
Shared
0.00
None
680.11K
MASTERCARD INCORPORATED
SOLEShares2.14M
TypeSH
Market value$1.20B
2.77%
Sole
1.95M
Shared
0.00
None
193.40K
S&P GLOBAL INC
SOLEShares2.04M
TypeSH
Market value$1.07B
2.48%
Sole
1.86M
Shared
0.00
None
175.63K
REALTY INCOME CORP
SOLEShares18.39M
TypeSH
Market value$1.06B
2.44%
Sole
16.59M
Shared
0.00
None
1.79M
LINDE PLC
SOLEShares2.14M
TypeSH
Market value$1.01B
2.32%
Sole
1.94M
Shared
0.00
None
202K
AUTOZONE INC
SOLEShares252.16K
TypeSH
Market value$936.06M
2.16%
Sole
226.37K
Shared
0.00
None
25.79K
BANK AMERICA CORP
SOLEShares19.49M
TypeSH
Market value$922.33M
2.13%
Sole
17.83M
Shared
0.00
None
1.66M
INTUIT
SOLEShares1.13M
TypeSH
Market value$893.36M
2.06%
Sole
1.02M
Shared
0.00
None
115.97K
THERMO FISHER SCIENTIFIC INC
SOLEShares2.17M
TypeSH
Market value$877.93M
2.02%
Sole
1.96M
Shared
0.00
None
202.66K
BROWN & BROWN INC
SOLEShares7.02M
TypeSH
Market value$777.99M
1.79%
Sole
6.36M
Shared
0.00
None
655.31K
VERTEX PHARMACEUTICALS INC
SOLEShares1.71M
TypeSH
Market value$761.93M
1.76%
Sole
1.54M
Shared
0.00
None
175.41K
SYNOPSYS INC
SOLEShares1.48M
TypeSH
Market value$759.43M
1.75%
Sole
1.34M
Shared
0.00
None
139.87K
APPLE INC
SOLEShares3.61M
TypeSH
Market value$740.23M
1.71%
Sole
3.24M
Shared
0.00
None
367.10K
FISERV INC
SOLEShares4.20M
TypeSH
Market value$724.76M
1.67%
Sole
3.77M
Shared
0.00
None
430.30K
STRYKER CORPORATION
SOLEShares1.79M
TypeSH
Market value$707.38M
1.63%
Sole
1.61M
Shared
0.00
None
182.82K
FERGUSON ENTERPRISES INC
SOLEShares3.14M
TypeSH
Market value$684.30M
1.58%
Sole
2.86M
Shared
0.00
None
283.86K
WORKDAY INC
SOLEShares2.85M
TypeSH
Market value$682.95M
1.58%
Sole
2.58M
Shared
0.00
None
262.20K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 5.24M | SH | $2.61B 6.02% | 4.74M | 0.00 | 506.83K |
NVIDIA CORPORATIONSOLE | COM | 14.41M | SH | $2.28B 5.25% | 12.93M | 0.00 | 1.48M |
AMAZON COM INCSOLE | COM | 10.35M | SH | $2.27B 5.24% | 9.34M | 0.00 | 1.01M |
ALPHABET INCSOLE | CAP STK CL A | 9.89M | SH | $1.74B 4.02% | 8.95M | 0.00 | 942.87K |
DEERE & COSOLE | COM | 3.13M | SH | $1.59B 3.67% | 2.84M | 0.00 | 287.17K |
WASTE MGMT INC DELSOLE | COM | 5.71M | SH | $1.31B 3.02% | 5.13M | 0.00 | 586.04K |
BROADCOM INCSOLE | COM | 4.54M | SH | $1.25B 2.89% | 4.11M | 0.00 | 426.67K |
DANAHER CORPORATIONSOLE | COM | 6.32M | SH | $1.25B 2.88% | 5.71M | 0.00 | 607.39K |
INTERCONTINENTAL EXCHANGE INSOLE | COM | 6.63M | SH | $1.22B 2.81% | 5.95M | 0.00 | 680.11K |
MASTERCARD INCORPORATEDSOLE | CL A | 2.14M | SH | $1.20B 2.77% | 1.95M | 0.00 | 193.40K |
S&P GLOBAL INCSOLE | COM | 2.04M | SH | $1.07B 2.48% | 1.86M | 0.00 | 175.63K |
REALTY INCOME CORPSOLE | COM | 18.39M | SH | $1.06B 2.44% | 16.59M | 0.00 | 1.79M |
LINDE PLCSOLE | SHS | 2.14M | SH | $1.01B 2.32% | 1.94M | 0.00 | 202K |
AUTOZONE INCSOLE | COM | 252.16K | SH | $936.06M 2.16% | 226.37K | 0.00 | 25.79K |
BANK AMERICA CORPSOLE | COM | 19.49M | SH | $922.33M 2.13% | 17.83M | 0.00 | 1.66M |
INTUITSOLE | COM | 1.13M | SH | $893.36M 2.06% | 1.02M | 0.00 | 115.97K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 2.17M | SH | $877.93M 2.02% | 1.96M | 0.00 | 202.66K |
BROWN & BROWN INCSOLE | COM | 7.02M | SH | $777.99M 1.79% | 6.36M | 0.00 | 655.31K |
VERTEX PHARMACEUTICALS INCSOLE | COM | 1.71M | SH | $761.93M 1.76% | 1.54M | 0.00 | 175.41K |
SYNOPSYS INCSOLE | COM | 1.48M | SH | $759.43M 1.75% | 1.34M | 0.00 | 139.87K |
APPLE INCSOLE | COM | 3.61M | SH | $740.23M 1.71% | 3.24M | 0.00 | 367.10K |
FISERV INCSOLE | COM | 4.20M | SH | $724.76M 1.67% | 3.77M | 0.00 | 430.30K |
STRYKER CORPORATIONSOLE | COM | 1.79M | SH | $707.38M 1.63% | 1.61M | 0.00 | 182.82K |
FERGUSON ENTERPRISES INCSOLE | COMMON STOCK NEW | 3.14M | SH | $684.30M 1.58% | 2.86M | 0.00 | 283.86K |
WORKDAY INCSOLE | CL A | 2.85M | SH | $682.95M 1.58% | 2.58M | 0.00 | 262.20K |
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