PARNASSUS INVESTMENTS, LLC

PrivateCIK: 948669

Location

SAN FRANCISCO, CA

135

Positions

$34.15B

Total AUM (reported)

177.70M

Total Shares

Allocation by class

COM$27.29B79.9%

CAP STK CL A$1.85B5.4%

CL A$1.65B4.8%

SHS$1.04B3.1%

COM NEW$962.97M2.8%

COMMON STOCK NEW$608.61M1.8%

CL A EX SUB VTG$200.38M0.6%

Portfolio Concentration

Top 3$5.05B14.8%

4–10$7.67B22.5%

11–25$10.86B31.8%

Rest$10.56B30.9%

Top 3 weight

14.8%

Top 10 weight

37.3%

Voting Authority Distribution

Total shares with voting rights: 177.70M

Sole

Full voting authority

173.01M

% of voting shares97.4%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

4.69M

% of voting shares2.6%

Investment Discretion (by position count)

Sole135

Shared0

Other0

Dominant voting typeSole · 97.4% of voting shares

Institutional Holdings135

Rows:

ALPHABET INC

SOLE

CAP STK CL A

Shares6.45M

TypeSH

Market value$1.85B

5.43%

Sole

6.22M

Shared

0.00

None

223.66K

NVIDIA CORPORATION

SOLE

COM

Shares9.44M

TypeSH

Market value$1.65B

4.82%

Sole

9.06M

Shared

0.00

None

375.89K

MICROSOFT CORP

SOLE

COM

Shares4.19M

TypeSH

Market value$1.55B

4.54%

Sole

4.04M

Shared

0.00

None

156.69K

AMAZON COM INC

SOLE

COM

Shares7.36M

TypeSH

Market value$1.53B

4.49%

Sole

7.10M

Shared

0.00

None

268.39K

APPLE INC

SOLE

COM

Shares4.67M

TypeSH

Market value$1.19B

3.47%

Sole

4.49M

Shared

0.00

None

183.71K

WASTE MGMT INC DEL

SOLE

COM

Shares4.98M

TypeSH

Market value$1.14B

3.35%

Sole

4.81M

Shared

0.00

None

174.06K

DEERE & CO

SOLE

COM

Shares1.89M

TypeSH

Market value$1.06B

3.12%

Sole

1.82M

Shared

0.00

None

64.63K

APPLIED MATLS INC

SOLE

COM

Shares2.98M

TypeSH

Market value$1.02B

2.99%

Sole

2.88M

Shared

0.00

None

104.53K

REALTY INCOME CORP

SOLE

COM

Shares14.14M

TypeSH

Market value$865.23M

2.53%

Sole

13.63M

Shared

0.00

None

510.24K

ELI LILLY & CO

SOLE

COM

Shares935.46K

TypeSH

Market value$860.41M

2.52%

Sole

898.61K

Shared

0.00

None

36.86K

MASTERCARD INCORPORATED

SOLE

CL A

Shares1.69M

TypeSH

Market value$846.91M

2.48%

Sole

1.64M

Shared

0.00

None

55.75K

LINDE PLC

SOLE

SHS

Shares1.70M

TypeSH

Market value$842.50M

2.47%

Sole

1.64M

Shared

0.00

None

58.68K

KLA CORP

SOLE

COM NEW

Shares538.36K

TypeSH

Market value$792.69M

2.32%

Sole

519.64K

Shared

0.00

None

18.73K

INTERCONTINENTAL EXCHANGE IN

SOLE

COM

Shares5.03M

TypeSH

Market value$791.41M

2.32%

Sole

4.84M

Shared

0.00

None

193.81K

DANAHER CORP DEL

SOLE

COM

Shares3.97M

TypeSH

Market value$753.63M

2.21%

Sole

3.82M

Shared

0.00

None

150.73K

THERMO FISHER SCIENTIFIC INC

SOLE

COM

Shares1.50M

TypeSH

Market value$739.58M

2.17%

Sole

1.45M

Shared

0.00

None

50.15K

BANK AMERICA CORP

SOLE

COM

Shares14.81M

TypeSH

Market value$721.93M

2.11%

Sole

14.33M

Shared

0.00

None

475.76K

WW GRAINGER INC

SOLE

COM

Shares651.24K

TypeSH

Market value$710.38M

2.08%

Sole

626.79K

Shared

0.00

None

24.45K

BROADCOM INC

SOLE

COM

Shares2.28M

TypeSH

Market value$706.17M

2.07%

Sole

2.20M

Shared

0.00

None

84.84K

S&P GLOBAL INC

SOLE

COM

Shares1.65M

TypeSH

Market value$701.14M

2.05%

Sole

1.60M

Shared

0.00

None

52.28K

COSTCO WHOLESALE CORPORATION

SOLE

COM

Shares675.50K

TypeSH

Market value$673.09M

1.97%

Sole

649.13K

Shared

0.00

None

26.38K

STRYKER CORPORATION

SOLE

COM

Shares2.04M

TypeSH

Market value$669.53M

1.96%

Sole

1.97M

Shared

0.00

None

68.50K

AUTOZONE INC

SOLE

COM

Shares195.65K

TypeSH

Market value$660.86M

1.94%

Sole

188.12K

Shared

0.00

None

7.53K

HOME DEPOT INC

SOLE

COM

Shares1.96M

TypeSH

Market value$645.67M

1.89%

Sole

1.90M

Shared

0.00

None

62.95K

FERGUSON ENTERPRISES INC

SOLE

COMMON STOCK NEW

Shares2.61M

TypeSH

Market value$608.61M

1.78%

Sole

2.52M

Shared

0.00

None

91.28K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
ALPHABET INCSOLE	CAP STK CL A	6.45M	SH	$1.85B 5.43%	6.22M	223.66K
NVIDIA CORPORATIONSOLE	COM	9.44M	SH	$1.65B 4.82%	9.06M	375.89K
MICROSOFT CORPSOLE	COM	4.19M	SH	$1.55B 4.54%	4.04M	156.69K
AMAZON COM INCSOLE	COM	7.36M	SH	$1.53B 4.49%	7.10M	268.39K
APPLE INCSOLE	COM	4.67M	SH	$1.19B 3.47%	4.49M	183.71K
WASTE MGMT INC DELSOLE	COM	4.98M	SH	$1.14B 3.35%	4.81M	174.06K
DEERE & COSOLE	COM	1.89M	SH	$1.06B 3.12%	1.82M	64.63K
APPLIED MATLS INCSOLE	COM	2.98M	SH	$1.02B 2.99%	2.88M	104.53K
REALTY INCOME CORPSOLE	COM	14.14M	SH	$865.23M 2.53%	13.63M	510.24K
ELI LILLY & COSOLE	COM	935.46K	SH	$860.41M 2.52%	898.61K	36.86K
MASTERCARD INCORPORATEDSOLE	CL A	1.69M	SH	$846.91M 2.48%	1.64M	55.75K
LINDE PLCSOLE	SHS	1.70M	SH	$842.50M 2.47%	1.64M	58.68K
KLA CORPSOLE	COM NEW	538.36K	SH	$792.69M 2.32%	519.64K	18.73K
INTERCONTINENTAL EXCHANGE INSOLE	COM	5.03M	SH	$791.41M 2.32%	4.84M	193.81K
DANAHER CORP DELSOLE	COM	3.97M	SH	$753.63M 2.21%	3.82M	150.73K
THERMO FISHER SCIENTIFIC INCSOLE	COM	1.50M	SH	$739.58M 2.17%	1.45M	50.15K
BANK AMERICA CORPSOLE	COM	14.81M	SH	$721.93M 2.11%	14.33M	475.76K
WW GRAINGER INCSOLE	COM	651.24K	SH	$710.38M 2.08%	626.79K	24.45K
BROADCOM INCSOLE	COM	2.28M	SH	$706.17M 2.07%	2.20M	84.84K
S&P GLOBAL INCSOLE	COM	1.65M	SH	$701.14M 2.05%	1.60M	52.28K
COSTCO WHOLESALE CORPORATIONSOLE	COM	675.50K	SH	$673.09M 1.97%	649.13K	26.38K
STRYKER CORPORATIONSOLE	COM	2.04M	SH	$669.53M 1.96%	1.97M	68.50K
AUTOZONE INCSOLE	COM	195.65K	SH	$660.86M 1.94%	188.12K	7.53K
HOME DEPOT INCSOLE	COM	1.96M	SH	$645.67M 1.89%	1.90M	62.95K
FERGUSON ENTERPRISES INCSOLE	COMMON STOCK NEW	2.61M	SH	$608.61M 1.78%	2.52M	91.28K

Page 1 of 6

…