PARNASSUS INVESTMENTS, LLC
Institutional investor · Portfolio as of Q2 2024
Top Holdings129 positions
MICROSOFT CORP | 6.1M | $2.7B | 5.9% | $147.81 | +197.15% | 23 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 14.1M | $2.6B | 5.6% | $89.19 | +102.53% | 23 qtrssince 2018-Q4 | Increased 63 |
NVIDIA CORPORATION | 20.1M | $2.5B | 5.4% | $19.34 | +537.05% | 23 qtrssince 2018-Q4 | Increased 100 |
APPLE INC | 8.1M | $1.7B | 3.7% | $102.83 | +102.90% | 23 qtrssince 2018-Q4 | Decreased 0 |
SALESFORCE INC | 6.1M | $1.6B | 3.4% | $137.13 | +84.54% | 7 qtrssince 2022-Q4 | Increased 62 |
DEERE & CO | 3.8M | $1.4B | 3.1% | $218.30 | +66.69% | 21 qtrssince 2019-Q2 | Decreased 0 |
MASTERCARD INCORPORATED | 2.9M | $1.3B | 2.8% | $254.49 | +71.04% | 23 qtrssince 2018-Q4 | Decreased 0 |
BALL CORP | 20.7M | $1.2B | 2.7% | $69.00 | -15.72% | 12 qtrssince 2021-Q3 | Decreased 0 |
REALTY INCOME CORP | 22.8M | $1.2B | 2.6% | $46.66 | -0.38% | 2 qtrssince 2024-Q1 | Increased 88 |
ORACLE CORP | 8.3M | $1.2B | 2.6% | $66.18 | +108.18% | 8 qtrssince 2022-Q3 | Decreased 0 |
S&P GLOBAL INC | 2.4M | $1.1B | 2.3% | $330.50 | +25.42% | 14 qtrssince 2021-Q1 | Decreased 0 |
LINDE PLC | 2.4M | $1B | 2.3% | $339.54 | +26.76% | 6 qtrssince 2023-Q1 | Decreased 0 |
INTERCONTINENTAL EXCHANGE IN | 7.5M | $1B | 2.2% | $111.07 | +19.94% | 10 qtrssince 2022-Q1 | Decreased 0 |
APPLIED MATLS INC | 4.3M | $1B | 2.2% | $73.35 | +216.38% | 23 qtrssince 2018-Q4 | Decreased 0 |
CME GROUP INC | 5.1M | $999.2M | 2.2% | $155.85 | +16.19% | 21 qtrssince 2019-Q2 | Decreased 0 |
WASTE MGMT INC DEL | 4.6M | $981.5M | 2.1% | $91.11 | +129.13% | 23 qtrssince 2018-Q4 | Decreased 0 |
THE CIGNA GROUP | 2.9M | $946.5M | 2.1% | $276.24 | +14.38% | 4 qtrssince 2023-Q3 | Decreased 0 |
BANK OF AMER CORP | 23.2M | $921.6M | 2.0% | $29.29 | +29.06% | 20 qtrssince 2019-Q3 | Decreased 0 |
AUTOZONE INC | 310,800 | $921.2M | 2.0% | $2,626.47 | +12.85% | 6 qtrssince 2023-Q1 | Increased 61 |
MARSH & MCLENNAN COS INC | 4.2M | $882.7M | 1.9% | $144.45 | +39.46% | 9 qtrssince 2022-Q2 | Decreased 0 |
PARNASSUS INVESTMENTS, LLC manages $45.9B across 129 positions as of Q2 2024. Top holdings: MSFT (5.9%), GOOGL (5.6%), NVDA (5.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Active quarter - 3 new positions, 10 exits, 36 increased. Top move: NVDA (INCREASED, conviction 100). Portfolio: $45.9B across 129 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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