Parnassus Investments, LLC Reduced Holdings in Q2 2025

Parnassus Investments, LLC

  • $41.1 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Lam Research Corp
-44.4K
- 5.75%
N/A
728K $0
Ferguson Enterprises Inc
-122K
- 3.72%
N/A
3.14M $0
Ge Vernova Inc
-468
- 15.09%
N/A
2.63K $0
PCOR
Procore Technologies, Inc.

Technology
-4.26K
- 2.89%
$56.26 - $72.4 $239K - $308K
143K $9.77M
MELI
Mercadolibre Inc

Consumer Cyclical
-3.09K
- 23.45%
$1794.73 - $2613.63 $5.55M - $8.08M
10.1K $26.4M
TER
Teradyne, Inc

Technology
-9.13K
- 3.77%
$67.96 - $91.05 $621K - $832K
233K $20.9M
DHI
Horton D R Inc

Consumer Cyclical
-9.35K
- 0.72%
$115.1 - $129.63 $1.08M - $1.21M
1.29M $167M
PTC
Ptc Inc.

Technology
-3.59K
- 3.16%
$136.74 - $173.24 $491K - $622K
110K $19M
CMI
Cummins Inc

Industrials
-8.93K
- 2.54%
$267.12 - $336.65 $2.39M - $3.01M
342K $112M
CDNS
Cadence Design Systems Inc

Technology
-2.78K
- 5.14%
$231.64 - $323.08 $643K - $898K
51.3K $15.8M
IDXX
Idexx Laboratories Inc

Healthcare
-3.42K
- 9.32%
$361.04 - $536.34 $1.23M - $1.83M
33.2K $17.8M
HOOD
Robinhood Markets, Inc.

Technology
-172K
- 47.83%
$34.17 - $93.63 $5.88M - $16.1M
188K $17.6M
CME
Cme Group Inc.

Financial Services
-1.84K
- 0.58%
$252.37 - $290.71 $465K - $535K
314K $86.6M
CRM
Salesforce, Inc.

Technology
-26.8K
- 1.07%
$236.26 - $291.15 $6.33M - $7.8M
2.47M $675M
MPWR
Monolithic Power Systems Inc

Technology
-738
- 2.59%
$455.19 - $737.73 $336K - $544K
27.7K $20.3M
TT
Trane Technologies PLC

Industrials
-1.32K
- 3.03%
$315.21 - $437.41 $415K - $576K
42.2K $18.5M
PNR
Pentair PLC

Industrials
-31.3K
- 6.59%
$76.17 - $103.58 $2.38M - $3.24M
444K $45.5M
ROK
Rockwell Automation, Inc

Industrials
-1.65K
- 2.64%
$218.97 - $332.17 $361K - $547K
60.8K $20.2M
SPGI
S&P Global Inc.

Financial Services
-68.4K
- 3.25%
$438.31 - $527.29 $30M - $36M
2.04M $1.07B
VRSK
Verisk Analytics, Inc.

Industrials
-35.6K
- 3.05%
$277.03 - $321.33 $9.86M - $11.4M
1.13M $353M
DDOG
Datadog, Inc.

Technology
-5.66K
- 3.01%
$87.0 - $134.33 $492K - $760K
183K $24.5M
USFD
Us Foods Holding Corp.

Consumer Defensive
-69.9K
- 7.12%
$60.47 - $79.12 $4.23M - $5.53M
911K $70.1M
ABNB
Airbnb, Inc.

Consumer Cyclical
-7.01K
- 0.99%
$105.69 - $140.64 $741K - $986K
700K $92.6M
HUBB
Hubbell Inc

Industrials
-10.1K
- 5.8%
$315.94 - $408.41 $3.18M - $4.11M
163K $66.8M
BK
Bank Of New York Mellon Corp

Financial Services
-101K
- 3.83%
$73.31 - $91.62 $7.44M - $9.3M
2.55M $232M
NET
Cloudflare, Inc.

Technology
-3.58K
- 2.67%
$97.08 - $195.83 $348K - $702K
131K $25.6M
CBRE
Cbre Group, Inc.

Real Estate
-45.9K
- 2.5%
$113.94 - $140.12 $5.23M - $6.44M
1.79M $251M
EFX
Equifax Inc

Industrials
-56.7K
- 3.09%
$205.5 - $280.54 $11.6M - $15.9M
1.78M $462M
SCHW
Schwab Charles Corp

Financial Services
-720
- 0.06%
$69.06 - $91.24 $49.7K - $65.7K
1.31M $119M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-30.1K
- 6.18%
$141.37 - $228.57 $4.26M - $6.89M
457K $104M
SYK
Stryker Corp

Healthcare
-47.8K
- 2.6%
$337.37 - $395.63 $16.1M - $18.9M
1.79M $707M
ICE
Intercontinental Exchange, Inc.

Financial Services
-252K
- 3.66%
$151.62 - $183.47 $38.2M - $46.2M
6.63M $1.22B
MAR
Marriott International Inc

Consumer Cyclical
-69.3K
- 3.43%
$211.12 - $274.14 $14.6M - $19M
1.95M $534M
BAC
Bank Of America Corp

Financial Services
-789K
- 3.89%
$34.39 - $47.46 $27.1M - $37.4M
19.5M $922M
DE
Deere & CO

Industrials
-78.3K
- 2.44%
$412.99 - $531.48 $32.3M - $41.6M
3.13M $1.59B
AMAT
Applied Materials Inc

Technology
-65.7K
- 1.93%
$126.95 - $183.52 $8.34M - $12M
3.34M $611M
KLAC
Kla Corp

Technology
-15.4K
- 2.29%
$576.53 - $902.94 $8.87M - $13.9M
655K $587M
NOW
Service Now, Inc.

Technology
-15.9K
- 2.44%
$721.65 - $1040.18 $11.5M - $16.6M
637K $655M
AMD
Advanced Micro Devices Inc

Technology
-151K
- 3.65%
$78.21 - $143.81 $11.8M - $21.8M
3.99M $566M
INTU
Intuit Inc

Technology
-34.7K
- 2.97%
$544.07 - $787.63 $18.9M - $27.4M
1.13M $893M
MSFT
Microsoft Corp

Technology
-1.21M
- 18.72%
$354.56 - $497.45 $428M - $601M
5.24M $2.61B
ORCL
Oracle Corp

Technology
-49.6K
- 1.75%
$122.82 - $218.63 $6.09M - $10.8M
2.78M $609M
AVGO
Broadcom Inc.

Technology
-228K
- 4.78%
$146.29 - $275.65 $33.3M - $62.8M
4.54M $1.25B
Activity Summary
Buys All Purchases 54 New Holdings 22 Increased Positions 32 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 0 Puts 0
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