Managed by
Hedge FundAUM Tracked
$37.4B
AI Exposure
41%
AI & Tech holdings for PARNASSUS INVESTMENTS, LLC
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $GOOGLAI | Alphabet Inc. | 5,491,465 | $2.0B | 5.2% | Reduced by 15% |
| $AMATAI | Applied Materials | 2,531,747 | $1.8B | 4.9% | Reduced by 15% |
| $MSFTAI | Microsoft Corporation | 4,685,346 | $1.7B | 4.7% | Increased by 12% |
| $NVDAAI | NVIDIA Corporation | 8,453,777 | $1.7B | 4.5% | Reduced by 10% |
| $AMZNAI | Amazon.com, Inc. | 6,903,653 | $1.6B | 4.4% | Reduced by 6% |
| $AMDAI | Advanced Micro Devices | 2,329,523 | $1.4B | 3.6% | Reduced by 14% |
| $KLACAI | KLA Corporation | 4,403,071 | $1.3B | 3.5% | Increased by 718% |
| $AAPLAI | Apple Inc. | 4,318,250 | $1.2B | 3.3% | Reduced by 8% |
| $AVGOAI | Broadcom Inc. | 2,115,059 | $799.0M | 2.1% | Reduced by 7% |
| $SNPSAI | Synopsys Inc. | 1,408,900 | $628.5M | 1.7% | No change |
| $ORCLAI | Oracle Corporation | 2,075,391 | $304.1M | 0.8% | No change |
| $TSMAI | Taiwan Semiconductor | 359,694 | $171.8M | 0.5% | Reduced by 7% |
| $MUAI | Micron Technology | 132,681 | $153.2M | 0.4% | Reduced by 46% |
| $INTCAI | Intel Corporation | 893,410 | $124.7M | 0.3% | Reduced by 30% |
| $NXPIAI | NXP Semiconductors | 318,004 | $89.4M | 0.2% | No change |
| $LRCXAI | Lam Research | 185,517 | $80.4M | 0.2% | Reduced by 29% |
| $SNOWAI | Snowflake Inc. | 199,036 | $50.7M | 0.1% | New Position |
| $TERAI | Teradyne Inc. | 78,406 | $37.9M | 0.1% | No change |
| $DDOGAI | Datadog Inc. | 130,227 | $33.9M | 0.1% | No change |
| $MPWRAI | Monolithic Power Systems | 17,566 | $24.3M | 0.1% | No change |
| $NETAI | Cloudflare Inc. | 90,222 | $22.1M | 0.1% | Reduced by 29% |
| $CDNSAI | Cadence Design Systems | 46,539 | $17.5M | 0% | No change |
| $METAAI | Meta Platforms, Inc. | 9,681 | $5.5M | 0% | Increased by 149% |
| $ASMLAI | ASML Holding NV | 1,169 | $2.3M | 0% | Reduced by 56% |
| $ISRGAI | Intuitive Surgical | 4,701 | $1.9M | 0% | No change |
| $SHOPAI | Shopify Inc. | 12,157 | $1.4M | 0% | No change |