Parnassus Investments, LLC Top Holdings and 13F Report (2025) About Parnassus Investments, LLCInvestment ActivityParnassus Investments, LLC has $45.02 billion in total holdings as of December 31, 2024.Parnassus Investments, LLC owns shares of 126 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 9.16% of the portfolio was purchased this quarter.About 13.82% of the portfolio was sold this quarter.This quarter, Parnassus Investments, LLC has purchased 126 new stocks and bought additional shares in 40 stocks.Parnassus Investments, LLC sold shares of 74 stocks and completely divested from 8 stocks this quarter.Largest Holdings Microsoft $2,518,944,697Amazon.com $2,450,197,321NVIDIA $2,177,357,380Alphabet $1,979,927,696Deere & Company $1,461,207,411 Largest New Holdings this Quarter Vertex Pharmaceuticals $731,283,065 HoldingBROOKFIELD RENEWABLE CORP $108,164,319 HoldingLAM RESEARCH CORP $61,213,697 HoldingNovo Nordisk A/S $51,071,966 HoldingBLOCK INC $26,986,450 Holding Largest Purchases this Quarter Vertex Pharmaceuticals 1,815,950 shares (about $731.28M)Eli Lilly and Company 932,309 shares (about $719.74M)FERGUSON ENTERPRISES INC 3,198,477 shares (about $555.16M)Workday 2,078,097 shares (about $536.21M)KLA 580,967 shares (about $366.08M) Largest Sales this Quarter Salesforce 2,208,448 shares (about $738.35M)Oracle 3,704,750 shares (about $617.36M)NVIDIA 4,218,783 shares (about $566.54M)Sysco 6,352,150 shares (about $485.69M)CME Group 1,890,660 shares (about $439.07M) Sector Allocation Over TimeMap of 500 Largest Holdings ofParnassus Investments, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$2,518,944,697$100,082,225 ▼-3.8%5,976,1445.6%Computer and TechnologyAMZNAmazon.com$2,450,197,321$52,010,129 ▼-2.1%11,168,2275.4%Retail/WholesaleNVDANVIDIA$2,177,357,380$566,540,369 ▼-20.6%16,213,8464.8%Computer and TechnologyGOOGLAlphabet$1,979,927,696$135,840,355 ▼-6.4%10,459,2064.4%Computer and TechnologyDEDeere & Company$1,461,207,411$93,911,410 ▼-6.0%3,448,6843.2%IndustrialsMAMastercard$1,389,715,645$95,019,030 ▼-6.4%2,639,1853.1%Business ServicesWMWaste Management$1,265,628,696$232,308,114 ▲22.5%6,272,0092.8%Business ServicesAVGOBroadcom$1,231,281,838$77,053,647 ▼-5.9%5,310,9122.7%Computer and TechnologyORealty Income$1,212,207,353$93,572,344 ▼-7.2%22,696,2622.7%FinanceSPGIS&P Global$1,109,499,780$64,860,937 ▼-5.5%2,227,7772.5%Business ServicesICEIntercontinental Exchange$1,083,792,347$84,256,363 ▼-7.2%7,273,2862.4%FinanceCRMSalesforce$1,079,084,845$738,350,420 ▼-40.6%3,227,6042.4%Computer and TechnologyBALLBall$1,038,389,979$66,158,757 ▼-6.0%18,835,2982.3%IndustrialsFIFiserv$998,702,533$70,437,285 ▼-6.6%4,861,7592.2%Business ServicesAAPLApple$985,545,690$67,981,267 ▼-6.5%3,935,5712.2%Computer and TechnologyBACBank of America$930,971,182$52,965,551 ▼-5.4%21,182,5072.1%FinanceLINDE PLC$904,288,682$63,297,461 ▼-6.5%2,159,9082.0%SHSAZOAutoZone$891,891,484$67,158,748 ▼-7.0%278,5422.0%Retail/WholesaleCIThe Cigna Group$772,910,614$34,003,880 ▼-4.2%2,798,9811.7%MedicalMMCMarsh & McLennan Companies$758,121,240$149,906,021 ▼-16.5%3,569,1411.7%FinanceTMOThermo Fisher Scientific$734,022,160$147,270,350 ▲25.1%1,410,9571.6%MedicalVRTXVertex Pharmaceuticals$731,283,065$731,283,065 ▲New Holding1,815,9501.6%MedicalLLYEli Lilly and Company$721,589,944$719,742,548 ▲38,959.8%934,7021.6%MedicalDHRDanaher$712,841,815$171,964,169 ▲31.8%3,105,3881.6%MedicalSYKStryker$708,787,950$51,455,106 ▼-6.8%1,968,5821.6%MedicalINTUIntuit$702,240,020$48,200,294 ▼-6.4%1,117,3271.6%Computer and TechnologySHWSherwin-Williams$681,338,356$144,999,521 ▼-17.5%2,004,3491.5%Basic MaterialsVZVerizon Communications$664,353,030$61,927,874 ▼-8.5%16,612,9791.5%Computer and TechnologyCOSTCostco Wholesale$651,313,120$47,066,957 ▼-6.7%710,8311.4%Retail/WholesaleWDAYWorkday$631,589,062$536,211,369 ▲562.2%2,447,7351.4%Computer and TechnologyMARMarriott International$614,568,697$41,046,300 ▼-6.3%2,203,2291.4%Consumer DiscretionaryFERGUSON ENTERPRISES INC$613,943,993$555,159,653 ▲944.4%3,537,1551.4%COMMON STOCK NEWPGProcter & Gamble$586,684,469$49,879,060 ▼-7.8%3,499,4601.3%Consumer StaplesAMATApplied Materials$584,471,078$26,304,752 ▲4.7%3,593,8701.3%Computer and TechnologyORCLOracle$573,115,953$617,359,540 ▼-51.9%3,439,2461.3%Computer and TechnologyDHID.R. Horton$573,050,593$28,943,859 ▼-4.8%4,098,4881.3%ConstructionSNPSSynopsys$573,049,021$34,112,072 ▼-5.6%1,180,6681.3%Computer and TechnologyVRSKVerisk Analytics$544,679,075$35,707,847 ▼-6.2%1,977,5591.2%Business ServicesEFXEquifax$496,530,372$30,145,952 ▼-5.7%1,948,3241.1%Business ServicesKLACKLA$462,084,639$366,078,926 ▲381.3%733,3281.0%Computer and TechnologyCBRECBRE Group$257,830,584$7,494,690 ▼-2.8%1,963,8250.6%FinanceBKBank of New York Mellon$221,110,594$24,975,128 ▼-10.1%2,877,9200.5%FinanceROSTRoss Stores$207,507,345$14,509,213 ▼-6.5%1,371,7680.5%Retail/WholesaleWDCWestern Digital$177,700,203$34,998,278 ▲24.5%2,980,0470.4%Computer and TechnologySYYSysco$156,071,528$485,685,388 ▼-75.7%2,041,2180.3%Consumer StaplesAAgilent Technologies$153,249,295$306,027 ▼-0.2%1,140,7570.3%MedicalJBHTJ.B. Hunt Transport Services$134,827,885$6,320,052 ▲4.9%790,0380.3%TransportationCMICummins$132,509,135$7,248,788 ▼-5.2%380,1180.3%Auto/Tires/TrucksFTNTFortinet$128,057,909$8,976,734 ▼-6.6%1,355,3970.3%Computer and TechnologySCHWCharles Schwab$125,459,088$39,225 ▲0.0%1,695,1640.3%FinanceSPGSimon Property Group$123,793,8470.0%718,8540.3%FinanceGPNGlobal Payments$123,045,802$23,849,506 ▼-16.2%1,098,0350.3%Business ServicesCCitigroup$121,471,1080.0%1,725,6870.3%FinancePFEPfizer$116,543,770$58,366 ▲0.1%4,392,9050.3%MedicalFISFidelity National Information Services$113,856,219$124,516,244 ▼-52.2%1,409,6350.3%Business ServicesUNPUnion Pacific$110,175,930$42,187 ▲0.0%483,1430.2%TransportationTRUTransUnion$108,261,732$7,539,641 ▼-6.5%1,167,7460.2%Business ServicesBROOKFIELD RENEWABLE CORP$108,164,319$108,164,319 ▲New Holding3,910,4960.2%CL A EX SUB VTGPGRProgressive$107,642,876$36,776,062 ▼-25.5%449,2420.2%FinanceUNHUnitedHealth Group$106,827,009$11,009,537 ▲11.5%211,1790.2%MedicalGILDGilead Sciences$106,398,6010.0%1,151,8740.2%MedicalBRBroadridge Financial Solutions$103,909,155$6,911,345 ▼-6.2%459,5920.2%Business ServicesADSKAutodesk$103,849,997$6,422,736 ▼-5.8%351,3550.2%Computer and TechnologyBIOBio-Rad Laboratories$102,122,918$44,349 ▲0.0%310,8670.2%MedicalTTDTrade Desk$101,430,035$13,806,132 ▼-12.0%863,0140.2%Computer and TechnologyCBOECboe Global Markets$99,074,053$10,891,010 ▼-9.9%507,0320.2%Financial ServicesTSMTaiwan Semiconductor Manufacturing$96,017,860$204,600 ▲0.2%486,1910.2%Computer and TechnologyPOOLPool$93,473,815$23,673,169 ▲33.9%274,1650.2%Consumer DiscretionaryORLYO'Reilly Automotive$93,412,581$6,887,126 ▼-6.9%78,7760.2%Retail/WholesaleROPRoper Technologies$93,124,369$6,264,712 ▼-6.3%179,1370.2%Computer and TechnologyTFCTruist Financial$92,919,656$7,634,403 ▲9.0%2,141,9930.2%FinanceMUMicron Technology$89,011,487$31,981 ▲0.0%1,057,6460.2%Computer and TechnologyODFLOld Dominion Freight Line$88,019,543$10,371,438 ▲13.4%498,9770.2%TransportationNICENICE$87,854,665$40,762 ▲0.0%517,2790.2%Computer and TechnologyRSGRepublic Services$86,576,002$7,487,115 ▼-8.0%430,3410.2%Business ServicesALLAllstate$86,146,476$2,576,446 ▼-2.9%446,8410.2%FinanceABNBAirbnb$86,144,380$85,121,879 ▲8,324.9%655,5390.2%Consumer DiscretionaryXYLXylem$85,331,434$19,519,437 ▲29.7%735,4890.2%Business ServicesCMECME Group$85,188,234$439,067,971 ▼-83.8%366,8270.2%FinanceFDXFedEx$84,739,4090.0%301,2100.2%TransportationGWREGuidewire Software$84,224,422$100,779,484 ▼-54.5%499,6110.2%Computer and TechnologyVVisa$82,225,391$79,205,629 ▲2,622.9%260,1740.2%Business ServicesTEAMAtlassian$79,187,820$1,004,429 ▲1.3%325,3670.2%Computer and TechnologyAZNAstraZeneca$77,249,259$76,764,018 ▲15,819.8%1,179,0180.2%MedicalHOLXHologic$76,662,020$7,593,096 ▼-9.0%1,063,4210.2%MedicalCMCSAComcast$72,123,090$35,466 ▲0.0%1,921,7450.2%Consumer DiscretionaryOTISOtis Worldwide$71,413,053$4,783,862 ▼-6.3%771,1160.2%ConstructionALGNAlign Technology$68,809,760$13,885,932 ▼-16.8%330,0070.2%MedicalHLTHilton Worldwide$66,676,106$2,904,624 ▼-4.2%269,7690.1%Consumer DiscretionaryIQVIQVIA$65,669,319$3,608,906 ▼-5.2%334,1780.1%MedicalBAXBaxter International$65,044,617$40,532 ▲0.1%2,230,6110.1%MedicalWRBW. R. Berkley$62,058,529$4,315,674 ▼-6.5%1,060,4670.1%FinanceLAM RESEARCH CORP$61,213,697$61,213,697 ▲New Holding847,4830.1%COM NEWRGENRepligen$52,715,434$2,193,502 ▼-4.0%366,2320.1%MedicalPNRPentair$52,010,551$3,111,084 ▼-5.6%516,7980.1%Business ServicesNVONovo Nordisk A/S$51,071,966$51,071,966 ▲New Holding593,7220.1%MedicalINTCIntel$44,259,954$8,713,810 ▼-16.4%2,207,4790.1%Computer and TechnologyTTTrane Technologies$32,715,176$430,293 ▼-1.3%88,5750.1%ConstructionTERTeradyne$30,481,203$2,358,859 ▲8.4%242,0680.1%Computer and TechnologyMELIMercadoLibre$29,424,414$4,082,756 ▲16.1%17,3040.1%Retail/WholesaleBLOCK INC$26,986,450$26,986,450 ▲New Holding317,5250.1%CL ADDOGDatadog$26,881,467$399,806 ▲1.5%188,1270.1%Computer and TechnologyMORNMorningstar$23,610,580$310,829 ▼-1.3%70,1110.1%Business ServicesMTDMettler-Toledo International$21,557,571$282,670 ▼-1.3%17,6170.0%MedicalMSCIMSCI$21,302,755$298,805 ▼-1.4%35,5040.0%FinanceWSTWest Pharmaceutical Services$20,465,621$1,339,720 ▲7.0%62,4790.0%MedicalIDXXIDEXX Laboratories$19,988,584$262,948 ▼-1.3%48,3470.0%MedicalPTCPTC$17,972,373$272,311 ▼-1.5%97,7450.0%Computer and TechnologyROKRockwell Automation$17,853,587$17,853,587 ▲New Holding62,4710.0%Computer and TechnologyMPWRMonolithic Power Systems$16,833,865$3,339,555 ▲24.7%28,4500.0%Computer and TechnologyCDNSCadence Design Systems$16,254,586$122,588 ▼-0.7%54,0990.0%Computer and TechnologyNETCloudflare$14,767,558$136,431 ▼-0.9%137,1430.0%Computer and TechnologyMBBiShares MBS ETF$14,210,400$7,128,303 ▼-33.4%155,0000.0%ETFPCORProcore Technologies$12,045,822$360,638 ▼-2.9%160,7610.0%Computer and TechnologyCTASCintas$11,578,247$152,372 ▼-1.3%63,3730.0%Business ServicesNTRANatera$1,635,397$172,547 ▲11.8%10,3310.0%MedicalARESAres Management$1,368,442$99,845 ▲7.9%7,7300.0%FinanceBSXBoston Scientific$1,327,384$8,664 ▲0.7%14,8610.0%MedicalISRGIntuitive Surgical$1,209,904$96,563 ▲8.7%2,3180.0%MedicalCMGChipotle Mexican Grill$1,150,283$141,102 ▲14.0%19,0760.0%Retail/WholesaleNFLXNetflix$1,099,889$88,241 ▲8.7%1,2340.0%Consumer DiscretionaryAMDAdvanced Micro Devices$1,042,780$311,034 ▲42.5%8,6330.0%Computer and TechnologyADBEAdobe$937,386$67,147 ▼-6.7%2,1080.0%Computer and TechnologyCSGPCoStar Group$859,724$15,653,864 ▼-94.8%12,0090.0%Computer and TechnologyDOORDASH INC$797,987$797,987 ▲New Holding4,7570.0%CL AEXASExact Sciences$594,378$594,378 ▲New Holding10,5780.0%MedicalMDLZMondelez International$0$488,601,467 ▼-100.0%00.0%Consumer StaplesBEPCBrookfield Renewable$0$87,125,057 ▼-100.0%00.0%EnergyNTRNutrien$0$75,180,594 ▼-100.0%00.0%Basic MaterialsDISWalt Disney$0$73,923,843 ▼-100.0%00.0%Consumer DiscretionaryBIIBBiogen$0$70,075,486 ▼-100.0%00.0%MedicalAVTRAvantor$0$55,330,032 ▼-100.0%00.0%MedicalLRCXLam Research$0$54,076,725 ▼-100.0%00.0%Computer and TechnologyAREAlexandria Real Estate Equities$0$31,412,225 ▼-100.0%00.0%Finance More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. 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