13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000948669
Total reported value
$37.4B
$37.4B
135 檔
23.9%
According to the latest 13F quarterly dataset, Parnassus Investments, LLC managed an equity portfolio of $37.4B at the end of Q1 2025, spanning 135 distinct U.S. exchange-listed positions.
In Q1 2025, Parnassus Investments, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AMZN, NVDA) accounted for 23.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
MSFT
市值: $2.4B
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.82% | +0.13% | +7.95% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.69% | -0.10% | -8.17% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.75% | -0.30% | -11.30% | |
| 4 | DE | Deere & Co | Stock-Industrials | 3.62% | -0.34% | -6.98% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.59% | -0.19% | -7.63% | |
| 6 | WM | Waste Management Inc | Stock-Industrials | 3.30% | -0.50% | -5.55% | |
| 7 | MA | Mastercard Inc - A | Stock-Financials | 2.93% | -0.31% | -15.72% | |
| 8 | ICE | Intercontinental Exchange In | Stock-Financials | 2.85% | -0.79% | -5.38% | |
| 9 | O | Realty Income CORP | Stock-Real Estate | 2.65% | -0.60% | -16.19% | |
| 10 | SPGI | S&p Global Inc | Stock-Financials | 2.57% | -0.45% | -5.51% | |
| 11 | AZO | Autozone Inc | Stock-Consumer Disc | 2.39% | -0.39% | -6.43% | |
| 12 | LIN | Linde plc | Stock-Materials | 2.29% | -0.27% | -5.11% | |
| 13 | FISV | Fiserv Inc | Stock-Other | 2.29% | — | -11.34% | |
| 14 | CI | THE Cigna Group | Stock-Healthcare | 2.28% | — | +3.09% | |
| 15 | BRO | Brown & Brown Inc | Stock-Financials | 2.16% | -0.01% | EXIT | |
| 16 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 2.07% | — | -2.38% | |
| 17 | BAC | Bank Of America CORP | Stock-Financials | 2.03% | -0.04% | -4.26% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.99% | -0.13% | -5.17% | |
| 19 | BALL | Ball CORP | Stock-Consumer Disc | 1.95% | — | -17.37% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 1.92% | +0.06% | -10.27% | |
| 21 | DHR | Danaher CORP | Stock-Healthcare | 1.89% | -0.34% | +23.27% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.75% | -0.84% | -5.55% | |
| 23 | INTU | Intuit Inc | Stock-Tech | 1.72% | — | +4.62% | |
| 24 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.70% | +0.03% | +0.67% | |
| 25 | WDAY | Workday Inc-class A | Stock-Tech | 1.68% | — | +22.42% | |
| 26 | SYK | Stryker CORP | Stock-Healthcare | 1.64% | -0.34% | -6.75% | |
| 27 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.64% | -0.21% | -21.62% | |
| 28 | CRM | Salesforce Inc | Stock-Tech | 1.61% | -1.07% | EXIT | |
| 29 | SNPS | Synopsys Inc | Stock-Tech | 1.40% | -0.02% | +15.47% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.39% | -0.16% | -3.13% | |
| 31 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 1.26% | +0.02% | -7.72% | |
| 32 | NOW | Servicenow Inc | Stock-Tech | 1.25% | — | — | |
| 33 | AMAT | Applied Materials Inc | Stock-Tech | 1.19% | +1.91% | -5.27% | |
| 34 | MAR | Marriott International -cl A | Stock-Consumer Disc | 1.16% | -0.07% | -8.17% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.15% | -0.41% | -28.62% | |
| 36 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.12% | +0.08% | -33.45% | |
| 37 | KLAC | Kla CORP | Stock-Tech | 1.10% | +1.23% | -8.58% | |
| 38 | EFX | Equifax Inc | Stock-Industrials | 1.07% | — | -5.74% | |
| 39 | AMD | Advanced Micro Devices | Stock-Tech | 1.02% | +2.00% | +47883.53% | |
| 40 | ORCL | Oracle CORP | Stock-Tech | 0.95% | -0.11% | -17.62% | |
| 41 | VRSK | Verisk Analytics Inc | Stock-Industrials | 0.84% | -0.98% | EXIT | |
| 42 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 0.58% | -0.09% | -6.54% | |
| 43 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.53% | +0.01% | -7.96% | |
| 44 | A | Agilent Technologies Inc | Stock-Healthcare | 0.44% | +0.02% | +38.33% | |
| 45 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.40% | — | -68.25% | |
| 46 | SYY | Sysco CORP | Stock-Consumer Staples | 0.37% | +0.03% | +0.11% | |
| 47 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.36% | -0.10% | -80.11% | |
| 48 | BEPC | Brookfield Renewable CORP | Stock-Utilities | 0.33% | -0.09% | +24.17% | |
| 49 | PGR | Progressive CORP | Stock-Financials | 0.28% | +0.01% | -8.38% | |
| 50 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.28% | +0.06% | +4.55% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | — | NEW | New buy |
| 2 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 3 | NVDA | Nvidia CORP | — | NEW | New buy |
| 4 | DE | Deere & Co | — | NEW | New buy |
| 5 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 6 | WM | Waste Management Inc | — | NEW | New buy |
| 7 | MA | Mastercard Inc - A | — | NEW | New buy |
| 8 | ICE | Intercontinental Exchange In | — | NEW | New buy |
| 9 | O | Realty Income CORP | — | NEW | New buy |
| 10 | SPGI | S&p Global Inc | — | NEW | New buy |
| 11 | AZO | Autozone Inc | — | NEW | New buy |
| 12 | LIN | Linde plc | — | NEW | New buy |
| 13 | FISV | Fiserv Inc | — | NEW | New buy |
| 14 | CI | THE Cigna Group | — | NEW | New buy |
| 15 | BRO | Brown & Brown Inc | — | NEW | New buy |
| 16 | VRTX | Vertex Pharmaceuticals Inc | — | NEW | New buy |
| 17 | BAC | Bank Of America CORP | — | NEW | New buy |
| 18 | AAPL | Apple Inc | — | NEW | New buy |
| 19 | BALL | Ball CORP | — | NEW | New buy |
| 20 | AVGO | Broadcom Inc | — | NEW | New buy |
| 21 | DHR | Danaher CORP | — | NEW | New buy |
| 22 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 23 | INTU | Intuit Inc | — | NEW | New buy |
| 24 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 25 | WDAY | Workday Inc-class A | — | NEW | New buy |
| 26 | SYK | Stryker CORP | — | NEW | New buy |
| 27 | MRSH | Marsh & Mclennan Cos | — | NEW | New buy |
| 28 | CRM | Salesforce Inc | — | NEW | New buy |
| 29 | SNPS | Synopsys Inc | — | NEW | New buy |
| 30 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 31 | FERG | Ferguson Enterprises Inc | — | NEW | New buy |
| 32 | NOW | Servicenow Inc | — | NEW | New buy |
| 33 | AMAT | Applied Materials Inc | — | NEW | New buy |
| 34 | MAR | Marriott International -cl A | — | NEW | New buy |
| 35 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 36 | SHW | Sherwin-williams Co/the | — | NEW | New buy |
| 37 | KLAC | Kla CORP | — | NEW | New buy |
| 38 | EFX | Equifax Inc | — | NEW | New buy |
| 39 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 40 | ORCL | Oracle CORP | — | NEW | New buy |
| 41 | VRSK | Verisk Analytics Inc | — | NEW | New buy |
| 42 | CBRE | Cbre Group Inc - A | — | NEW | New buy |
| 43 | BNY | Bank Of New York Mellon CORP | — | NEW | New buy |
| 44 | A | Agilent Technologies Inc | — | NEW | New buy |
| 45 | DHI | Dr Horton Inc | — | NEW | New buy |
| 46 | SYY | Sysco CORP | — | NEW | New buy |
| 47 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 48 | BEPC | Brookfield Renewable CORP | — | NEW | New buy |
| 49 | PGR | Progressive CORP | — | NEW | New buy |
| 50 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Parnassus Investments, LLC reported a total U.S. public equity portfolio value of $37.4B across 135 disclosed positions in Q1 2025.
During Q1 2025, Parnassus Investments, LLC's top holdings by market value included MSFT (5.8%)、AMZN (4.7%)、NVDA (3.8%). The largest single position, MSFT, represented 5.8% of total portfolio value.
In Q1 2025, Parnassus Investments, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.