PARNASSUS INVESTMENTS, LLC

PrivateCIK: 948669

Location

SAN FRANCISCO, CA

135

Positions

$37.45B

Total AUM (reported)

170.70M

Total Shares

Allocation by class

COM$29.05B77.6%

CL A$2.26B6.0%

CAP STK CL A$1.96B5.2%

COM NEW$1.53B4.1%

SHS$1.05B2.8%

COMMON STOCK NEW$672.46M1.8%

COM CL A$207.89M0.6%

Portfolio Concentration

Top 3$5.54B14.8%

4–10$9.38B25.0%

11–25$10.78B28.8%

Rest$11.75B31.4%

Top 3 weight

14.8%

Top 10 weight

39.8%

Voting Authority Distribution

Total shares with voting rights: 170.70M

Sole

Full voting authority

165.58M

% of voting shares97.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

5.12M

% of voting shares3.0%

Investment Discretion (by position count)

Sole135

Shared0

Other0

Dominant voting typeSole · 97.0% of voting shares

Institutional Holdings135

Rows:

ALPHABET INC

SOLE

CAP STK CL A

Shares5.49M

TypeSH

Market value$1.96B

5.24%

Sole

5.26M

Shared

0.00

None

233.38K

APPLIED MATLS INC

SOLE

COM

Shares2.53M

TypeSH

Market value$1.83B

4.89%

Sole

2.42M

Shared

0.00

None

110.47K

MICROSOFT CORP

SOLE

COM

Shares4.69M

TypeSH

Market value$1.75B

4.67%

Sole

4.49M

Shared

0.00

None

199.95K

NVIDIA CORPORATION

SOLE

COM

Shares8.45M

TypeSH

Market value$1.69B

4.52%

Sole

8.04M

Shared

0.00

None

409.61K

AMAZON COM INC

SOLE

COM

Shares6.90M

TypeSH

Market value$1.65B

4.39%

Sole

6.64M

Shared

0.00

None

266.24K

ADVANCED MICRO DEVICES INC

SOLE

COM

Shares2.33M

TypeSH

Market value$1.35B

3.61%

Sole

2.23M

Shared

0.00

None

101.92K

KLA CORP

SOLE

COM NEW

Shares4.40M

TypeSH

Market value$1.33B

3.55%

Sole

4.22M

Shared

0.00

None

181.80K

APPLE INC

SOLE

COM

Shares4.32M

TypeSH

Market value$1.25B

3.34%

Sole

4.11M

Shared

0.00

None

206.27K

WASTE MGMT INC DEL

SOLE

COM

Shares4.79M

TypeSH

Market value$1.07B

2.85%

Sole

4.60M

Shared

0.00

None

196.64K

DEERE & CO

SOLE

COM

Shares1.64M

TypeSH

Market value$1.04B

2.78%

Sole

1.57M

Shared

0.00

None

67.61K

LINDE PLC

SOLE

SHS

Shares1.59M

TypeSH

Market value$823.19M

2.20%

Sole

1.52M

Shared

0.00

None

66.37K

THERMO FISHER SCIENTIFIC INC

SOLE

COM

Shares1.64M

TypeSH

Market value$822.02M

2.20%

Sole

1.57M

Shared

0.00

None

67.74K

WW GRAINGER INC

SOLE

COM

Shares602.77K

TypeSH

Market value$820.02M

2.19%

Sole

575.26K

Shared

0.00

None

27.52K

MASTERCARD INCORPORATED

SOLE

CL A

Shares1.58M

TypeSH

Market value$811.63M

2.17%

Sole

1.52M

Shared

0.00

None

63.94K

BROADCOM INC

SOLE

COM

Shares2.12M

TypeSH

Market value$798.96M

2.13%

Sole

2.02M

Shared

0.00

None

94.76K

BANK OF AMER CORP

SOLE

COM

Shares13.60M

TypeSH

Market value$775.14M

2.07%

Sole

13.06M

Shared

0.00

None

545.61K

REALTY INCOME CORP

SOLE

COM

Shares11.64M

TypeSH

Market value$721.23M

1.93%

Sole

11.13M

Shared

0.00

None

511.01K

DOORDASH INC

SOLE

CL A

Shares3.89M

TypeSH

Market value$717.18M

1.92%

Sole

3.71M

Shared

0.00

None

181.36K

DANAHER CORP DEL

SOLE

COM

Shares3.67M

TypeSH

Market value$699.86M

1.87%

Sole

3.50M

Shared

0.00

None

173.48K

FERGUSON ENTERPRISES INC

SOLE

COMMON STOCK NEW

Shares2.83M

TypeSH

Market value$672.46M

1.80%

Sole

2.71M

Shared

0.00

None

121.80K

HOME DEPOT INC

SOLE

COM

Shares1.85M

TypeSH

Market value$651.70M

1.74%

Sole

1.78M

Shared

0.00

None

72.32K

ELI LILLY & CO

SOLE

COM

Shares525.46K

TypeSH

Market value$630.26M

1.68%

Sole

499.61K

Shared

0.00

None

25.86K

SYNOPSYS INC

SOLE

COM

Shares1.41M

TypeSH

Market value$628.47M

1.68%

Sole

1.35M

Shared

0.00

None

59.97K

STRYKER CORPORATION

SOLE

COM

Shares1.92M

TypeSH

Market value$605.91M

1.62%

Sole

1.85M

Shared

0.00

None

78.59K

S&P GLOBAL INC

SOLE

COM

Shares1.47M

TypeSH

Market value$597.95M

1.60%

Sole

1.41M

Shared

0.00

None

59.93K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
ALPHABET INCSOLE	CAP STK CL A	5.49M	SH	$1.96B 5.24%	5.26M	233.38K
APPLIED MATLS INCSOLE	COM	2.53M	SH	$1.83B 4.89%	2.42M	110.47K
MICROSOFT CORPSOLE	COM	4.69M	SH	$1.75B 4.67%	4.49M	199.95K
NVIDIA CORPORATIONSOLE	COM	8.45M	SH	$1.69B 4.52%	8.04M	409.61K
AMAZON COM INCSOLE	COM	6.90M	SH	$1.65B 4.39%	6.64M	266.24K
ADVANCED MICRO DEVICES INCSOLE	COM	2.33M	SH	$1.35B 3.61%	2.23M	101.92K
KLA CORPSOLE	COM NEW	4.40M	SH	$1.33B 3.55%	4.22M	181.80K
APPLE INCSOLE	COM	4.32M	SH	$1.25B 3.34%	4.11M	206.27K
WASTE MGMT INC DELSOLE	COM	4.79M	SH	$1.07B 2.85%	4.60M	196.64K
DEERE & COSOLE	COM	1.64M	SH	$1.04B 2.78%	1.57M	67.61K
LINDE PLCSOLE	SHS	1.59M	SH	$823.19M 2.20%	1.52M	66.37K
THERMO FISHER SCIENTIFIC INCSOLE	COM	1.64M	SH	$822.02M 2.20%	1.57M	67.74K
WW GRAINGER INCSOLE	COM	602.77K	SH	$820.02M 2.19%	575.26K	27.52K
MASTERCARD INCORPORATEDSOLE	CL A	1.58M	SH	$811.63M 2.17%	1.52M	63.94K
BROADCOM INCSOLE	COM	2.12M	SH	$798.96M 2.13%	2.02M	94.76K
BANK OF AMER CORPSOLE	COM	13.60M	SH	$775.14M 2.07%	13.06M	545.61K
REALTY INCOME CORPSOLE	COM	11.64M	SH	$721.23M 1.93%	11.13M	511.01K
DOORDASH INCSOLE	CL A	3.89M	SH	$717.18M 1.92%	3.71M	181.36K
DANAHER CORP DELSOLE	COM	3.67M	SH	$699.86M 1.87%	3.50M	173.48K
FERGUSON ENTERPRISES INCSOLE	COMMON STOCK NEW	2.83M	SH	$672.46M 1.80%	2.71M	121.80K
HOME DEPOT INCSOLE	COM	1.85M	SH	$651.70M 1.74%	1.78M	72.32K
ELI LILLY & COSOLE	COM	525.46K	SH	$630.26M 1.68%	499.61K	25.86K
SYNOPSYS INCSOLE	COM	1.41M	SH	$628.47M 1.68%	1.35M	59.97K
STRYKER CORPORATIONSOLE	COM	1.92M	SH	$605.91M 1.62%	1.85M	78.59K
S&P GLOBAL INCSOLE	COM	1.47M	SH	$597.95M 1.60%	1.41M	59.93K

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