Sponsored

The Analysis of PARNASSUS INVESTMENTS, LLC's Holdings & P&L

Currently, PARNASSUS INVESTMENTS, LLC holds 135 types of securities in its portfolio with a total value $34.1B. In the most recent quarter, they have increased their positions in VMC (+1.5M shares, valued at $416.1M), ODFL (+1.5M shares, valued at $302.0M), N/A (+642.1K shares, valued at $126.6M); decreased their positions in DE (-753.6K shares, valued at $424.5M), BRO (-6.1M shares, valued at $400.4M), N/A (-456.1K shares, valued at $131.2M); initiated new positions in N/A (+642.1K shares, valued at $126.6M), DKS (+287.2K shares, valued at $56.9M), N/A (+988.1K shares, valued at $44.0M).

1M P&L

+1.3B+3.02%

3M P&L

+3.5B+8.44%

HY P&L

+6.2B+15.95%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Software - Infrastructure3.3B

9.8%

2Semiconductors2.6B

7.9%

3Diagnostics & Research2.2B

6.5%

Top Industries by Stock Count

1Software - Application13 stocks

10.3%

2Semiconductors7 stocks

5.6%

3Diagnostics & Research7 stocks

5.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ALPHABET INC ALPHABET INC6.4M shares-6.61%2026-03-312026-05-12

NVDA NVIDIA CORPORATION9.4M shares-1.69%2026-03-312026-05-12

MSFT MICROSOFT CORP4.2M shares-6.95%2026-03-312026-05-12

AMZN AMAZON COM INC7.4M shares-6.63%2026-03-312026-05-12

AAPL APPLE INC4.7M shares-7.42%2026-03-312026-05-12

WM WASTE MGMT INC DEL5.0M shares-5.60%2026-03-312026-05-12

DE DEERE & CO1.9M shares-28.52%2026-03-312026-05-12

AMAT APPLIED MATLS INC3.0M shares-7.59%2026-03-312026-05-12

Sponsored

O REALTY INCOME CORP14.1M shares-6.38%2026-03-312026-05-12

LLY ELI LILLY & CO935.5K shares-7.42%2026-03-312026-05-12

MA MASTERCARD INCORPORATED1.7M shares-6.32%2026-03-312026-05-12

LINDE PLC LINDE PLC1.7M shares-6.56%2026-03-312026-05-12

KLAC KLA CORP538.4K shares-13.68%2026-03-312026-05-12

ICE INTERCONTINENTAL EXCHANGE IN5.0M shares-7.44%2026-03-312026-05-12

DHR DANAHER CORP DEL4.0M shares-14.79%2026-03-312026-05-12

TMO THERMO FISHER SCIENTIFIC INC1.5M shares-4.96%2026-03-312026-05-12

Sponsored

BAC BANK AMERICA CORP14.8M shares-10.13%2026-03-312026-05-12

GWW WW GRAINGER INC651.2K shares1.73%2026-03-312026-05-12

BROADCOM INC BROADCOM INC2.3M shares-7.31%2026-03-312026-05-12

SPGI S&P GLOBAL INC1.6M shares-5.77%2026-03-312026-05-12

COST COSTCO WHOLESALE CORPORATION675.5K shares1.97%2026-03-312026-05-12

SYK STRYKER CORPORATION2.0M shares4.62%2026-03-312026-05-12

AZO AUTOZONE INC195.7K shares-7.42%2026-03-312026-05-12

HD HOME DEPOT INC2.0M shares-5.64%2026-03-312026-05-12

Sponsored

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC2.6M shares1.70%2026-03-312026-05-12

SNPS SYNOPSYS INC1.5M shares1.36%2026-03-312026-05-12

AMD ADVANCED MICRO DEVICES INC2.7M shares9.77%2026-03-312026-05-12

MAR MARRIOTT INTL INC NEW1.6M shares1.69%2026-03-312026-05-12

BSX BOSTON SCIENTIFIC CORP8.0M shares1.32%2026-03-312026-05-12

VMC VULCAN MATLS CO1.7M shares754.26%2026-03-312026-05-12

MMC MARSH & MCLENNAN COS INC2.2M shares1.69%2026-03-312026-05-12

PG PROCTER & GAMBLE CO2.6M shares1.65%2026-03-312026-05-12

Sponsored

ODFL OLD DOMINION FREIGHT LINE IN1.9M shares402.97%2026-03-312026-05-12

CRM SALESFORCE INC1.9M shares-24.17%2026-03-312026-05-12

SHW SHERWIN WILLIAMS CO1.1M shares1.83%2026-03-312026-05-12

VRSK VERISK ANALYTICS INC1.8M shares-2.99%2026-03-312026-05-12

ORCL ORACLE CORP2.1M shares2.33%2026-03-312026-05-12

BK BANK NEW YORK MELLON CORP2.3M shares-2.21%2026-03-312026-05-12

BROOKFIELD RENEWABLE CORP BROOKFIELD RENEWABLE CORP5.0M shares-0.04%2026-03-312026-05-12

CBRE CBRE GROUP INC1.4M shares-17.24%2026-03-312026-05-12

Sponsored

JPM JPMORGAN CHASE & CO574.7K shares14.74%2026-03-312026-05-12

VZ VERIZON COMMUNICATIONS INC3.2M shares3.53%2026-03-312026-05-12

CMI CUMMINS INC283.7K shares1.31%2026-03-312026-05-12

CMS CMS ENERGY CORP2.0M shares32.63%2026-03-312026-05-12

TSM TAIWAN SEMICONDUCTOR MANUFAC386.9K shares2.62%2026-03-312026-05-12

ASTRAZENECA PLC ASTRAZENECA PLC642.1K sharesnew addition2026-03-312026-05-12

SCHW SCHWAB CHARLES CORP1.3M shares-0.93%2026-03-312026-05-12

SYY SYSCO CORP1.6M shares-1.74%2026-03-312026-05-12

Sponsored

CITIGROUP INC CITIGROUP INC989.2K shares-0.00%2026-03-312026-05-12

UNP UNION PAC CORP459.2K shares-1.61%2026-03-312026-05-12

WDC WESTERN DIGITAL CORP396.8K shares-24.20%2026-03-312026-05-12

WTW WILLIS TOWERS WATSON PLC LTD365.2K shares2.15%2026-03-312026-05-12

FDX FEDEX CORP293.0K shares-0.70%2026-03-312026-05-12

CME CME GROUP INC353.2K shares-0.04%2026-03-312026-05-12

HUBBELL INC HUBBELL INC201.2K shares3.22%2026-03-312026-05-12

V VISA INC318.5K shares14.24%2026-03-312026-05-12

Sponsored

PGR PROGRESSIVE CORP468.3K shares2.74%2026-03-312026-05-12

THE CIGNA GROUP THE CIGNA GROUP346.0K shares3.10%2026-03-312026-05-12

WMT WALMART INC720.4K shares0.53%2026-03-312026-05-12

CBOE CBOE GLOBAL MKTS INC301.1K shares-4.73%2026-03-312026-05-12

HLT HILTON WORLDWIDE HLDGS INC274.0K shares-3.92%2026-03-312026-05-12

MU MICRON TECHNOLOGY INC245.4K shares-16.77%2026-03-312026-05-12

EW EDWARDS LIFESCIENCES CORP995.2K shares69.60%2026-03-312026-05-12

REGN REGENERON PHARMACEUTICALS97.5K shares0.98%2026-03-312026-05-12

Sponsored

USFD US FOODS HLDG CORP810.1K shares0.25%2026-03-312026-05-12

BIO BIO RAD LABS INC254.3K shares0.86%2026-03-312026-05-12

RCL ROYAL CARIBBEAN GROUP254.3K shares214.64%2026-03-312026-05-12

SARO STANDARDAERO INC2.6M shares4.58%2026-03-312026-05-12

A AGILENT TECHNOLOGIES INC586.7K shares0.99%2026-03-312026-05-12

ABT ABBOTT LABORATORIES639.3K shares3.73%2026-03-312026-05-12

RSG REPUBLIC SVCS INC297.9K shares-4.73%2026-03-312026-05-12

NXPI NXP SEMICONDUCTORS N V328.3K shares41.76%2026-03-312026-05-12

Sponsored

XYL XYLEM INC535.1K shares20.22%2026-03-312026-05-12

BILL HOLDINGS INC BILL HOLDINGS INC1.7M shares13.56%2026-03-312026-05-12

TRU TRANSUNION891.0K shares-0.20%2026-03-312026-05-12

NICE NICE LTD544.4K shares3.71%2026-03-312026-05-12

CMG CHIPOTLE MEXICAN GRILL INC1.8M shares-0.30%2026-03-312026-05-12

TFC TRUIST FINL CORP1.2M shares-4.73%2026-03-312026-05-12

DKS DICKS SPORTING GOODS INC287.2K sharesnew addition2026-03-312026-05-12

INTC INTEL CORP1.3M shares1.56%2026-03-312026-05-12

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP262.2K shares-59.41%2026-03-312026-05-12

ORLY OREILLY AUTOMOTIVE INC592.0K shares-4.41%2026-03-312026-05-12

UNH UNITEDHEALTH GROUP INC200.1K shares0.09%2026-03-312026-05-12

WRB BERKLEY W R CORP806.1K shares1.56%2026-03-312026-05-12

SNDK SANDISK CORP80.3K shares-57.23%2026-03-312026-05-12

IR INGERSOLL RAND INC631.2K shares1.70%2026-03-312026-05-12

ADSK AUTODESK INC210.7K shares-25.82%2026-03-312026-05-12

ALL ALLSTATE CORP240.1K shares19.19%2026-03-312026-05-12

Sponsored

PNR PENTAIR PLC547.3K shares20.00%2026-03-312026-05-12

DHI D R HORTON INC341.0K shares-4.73%2026-03-312026-05-12

MEDLINE INC MEDLINE INC988.1K sharesnew addition2026-03-312026-05-12

BR BROADRIDGE FINL SOLUTIONS IN258.8K shares-29.01%2026-03-312026-05-12

PODD INSULET CORP169.0K shares1.27%2026-03-312026-05-12

CNH CNH INDL N V2.9M shares13208.41%2026-03-312026-05-12

NET CLOUDFLARE INC127.0K shares0.04%2026-03-312026-05-12

PWR QUANTA SVCS INC45.9K shares-2.96%2026-03-312026-05-12

Sponsored

TER TERADYNE INC81.5K shares-45.27%2026-03-312026-05-12

ROK ROCKWELL AUTOMATION INC63.0K shares-2.80%2026-03-312026-05-12

GWRE GUIDEWIRE SOFTWARE INC147.3K shares48.08%2026-03-312026-05-12

WCN WASTE CONNECTIONS INC125.8K shares54.54%2026-03-312026-05-12

MPWR MONOLITHIC PWR SYS INC18.2K shares-31.66%2026-03-312026-05-12

IDXX IDEXX LABS INC32.7K shares-2.80%2026-03-312026-05-12

MTD METTLER TOLEDO INTERNATIONAL13.9K shares0.30%2026-03-312026-05-12

MELI MERCADOLIBRE INC10.0K shares1.44%2026-03-312026-05-12

Sponsored

TT TRANE TECHNOLOGIES PLC39.4K shares-2.79%2026-03-312026-05-12

ALNY ALNYLAM PHARMACEUTICALS INC49.0K shares9.94%2026-03-312026-05-12

PCOR PROCORE TECHNOLOGIES INC282.9K shares21.64%2026-03-312026-05-12

DDOG DATADOG INC133.5K shares-24.66%2026-03-312026-05-12

PTC PTC INC108.1K shares0.53%2026-03-312026-05-12

NTRA NATERA INC74.7K shares5.52%2026-03-312026-05-12

DASH DOORDASH INC97.5K shares117.01%2026-03-312026-05-12

SGI SOMNIGROUP INTERNATIONAL INC190.0K sharesnew addition2026-03-312026-05-12

Sponsored

CDNS CADENCE DESIGN SYSTEM INC47.9K shares-2.81%2026-03-312026-05-12

MSCI MSCI INC23.9K shares1.77%2026-03-312026-05-12

BLDR BUILDERS FIRSTSOURCE INC149.3K sharesnew addition2026-03-312026-05-12

HOOD ROBINHOOD MKTS INC175.3K shares-2.78%2026-03-312026-05-12

INSM INSMED INC69.5K shares34.61%2026-03-312026-05-12

ROCKET LAB CORP ROCKET LAB CORP106.1K sharesnew addition2026-03-312026-05-12

RDDT REDDIT INC36.1K sharesnew addition2026-03-312026-05-12

GEV GE VERNOVA INC5.3K shares62.56%2026-03-312026-05-12

Sponsored

BRO BROWN & BROWN INC64.1K shares-98.97%2026-03-312026-05-12

ASML ASML HLDG NV2.7K shares13.87%2026-03-312026-05-12

NFLX NETFLIX INC.28.7K shares47.61%2026-03-312026-05-12

META META PLATFORMS INC3.9K sharesnew addition2026-03-312026-05-12

ISRG INTUITIVE SURGICAL INC4.5K shares46.36%2026-03-312026-05-12

APPF APPFOLIO INC10.7K shares26.85%2026-03-312026-05-12

VIK VIKING HOLDINGS LTD20.2K sharesnew addition2026-03-312026-05-12

SHOP SHOPIFY INC11.7K sharesnew addition2026-03-312026-05-12

Sponsored

ARES ARES MANAGEMENT CORPORATION7.4K shares-98.15%2026-03-312026-05-12

CRH PLC CRH PLC3.2K shares11.82%2026-03-312026-05-12

RTO RENTOKIL INITIAL PLC10.6K sharesnew addition2026-03-312026-05-12

CB CHUBB LTD SWITZ976 sharesnew addition2026-03-312026-05-12

CCEP COCA-COLA EUROPACIFIC PARTNE3.4K shares9.77%2026-03-312026-05-12

NVS NOVARTIS AG2.0K sharesnew addition2026-03-312026-05-12

RELX RELX PLC8.7K shares-5.73%2026-03-312026-05-12

ALPHABET INC

-6.61%

Shares6.4M

Event2026-03-31

Filed2026-05-12

NVDA

NVIDIA CORPORATION

-1.69%

Shares9.4M

Event2026-03-31

Filed2026-05-12

MSFT

MICROSOFT CORP

-6.95%

Shares4.2M

Event2026-03-31

Filed2026-05-12

AMZN

AMAZON COM INC

-6.63%

Shares7.4M

Event2026-03-31

Filed2026-05-12

AAPL

APPLE INC

-7.42%

Shares4.7M

Event2026-03-31

Filed2026-05-12

WASTE MGMT INC DEL

-5.60%

Shares5.0M

Event2026-03-31

Filed2026-05-12

DEERE & CO

-28.52%

Shares1.9M

Event2026-03-31

Filed2026-05-12

AMAT

APPLIED MATLS INC

-7.59%

Shares3.0M

Event2026-03-31

Filed2026-05-12

REALTY INCOME CORP

-6.38%

Shares14.1M

Event2026-03-31

Filed2026-05-12

LLY

ELI LILLY & CO

-7.42%

Shares935.5K

Event2026-03-31

Filed2026-05-12

MASTERCARD INCORPORATED

-6.32%

Shares1.7M

Event2026-03-31

Filed2026-05-12

LINDE PLC

-6.56%

Shares1.7M

Event2026-03-31

Filed2026-05-12

KLAC

KLA CORP

-13.68%

Shares538.4K

Event2026-03-31

Filed2026-05-12

ICE

INTERCONTINENTAL EXCHANGE IN

-7.44%

Shares5.0M

Event2026-03-31

Filed2026-05-12

DHR

DANAHER CORP DEL

-14.79%

Shares4.0M

Event2026-03-31

Filed2026-05-12

TMO

THERMO FISHER SCIENTIFIC INC

-4.96%

Shares1.5M

Event2026-03-31

Filed2026-05-12

BAC

BANK AMERICA CORP

-10.13%

Shares14.8M

Event2026-03-31

Filed2026-05-12

GWW

WW GRAINGER INC

1.73%

Shares651.2K

Event2026-03-31

Filed2026-05-12

BROADCOM INC

-7.31%

Shares2.3M

Event2026-03-31

Filed2026-05-12

SPGI

S&P GLOBAL INC

-5.77%

Shares1.6M

Event2026-03-31

Filed2026-05-12

COST

COSTCO WHOLESALE CORPORATION

1.97%

Shares675.5K

Event2026-03-31

Filed2026-05-12

SYK

STRYKER CORPORATION

4.62%

Shares2.0M

Event2026-03-31

Filed2026-05-12

AZO

AUTOZONE INC

-7.42%

Shares195.7K

Event2026-03-31

Filed2026-05-12

HOME DEPOT INC

-5.64%

Shares2.0M

Event2026-03-31

Filed2026-05-12

FERGUSON ENTERPRISES INC

1.70%

Shares2.6M

Event2026-03-31

Filed2026-05-12

SNPS

SYNOPSYS INC

1.36%

Shares1.5M

Event2026-03-31

Filed2026-05-12

AMD

ADVANCED MICRO DEVICES INC

9.77%

Shares2.7M

Event2026-03-31

Filed2026-05-12

MAR

MARRIOTT INTL INC NEW

1.69%

Shares1.6M

Event2026-03-31

Filed2026-05-12

BSX

BOSTON SCIENTIFIC CORP

1.32%

Shares8.0M

Event2026-03-31

Filed2026-05-12

VMC

VULCAN MATLS CO

754.26%

Shares1.7M

Event2026-03-31

Filed2026-05-12

MMC

MARSH & MCLENNAN COS INC

1.69%

Shares2.2M

Event2026-03-31

Filed2026-05-12

PROCTER & GAMBLE CO

1.65%

Shares2.6M

Event2026-03-31

Filed2026-05-12

ODFL

OLD DOMINION FREIGHT LINE IN

402.97%

Shares1.9M

Event2026-03-31

Filed2026-05-12

CRM

SALESFORCE INC

-24.17%

Shares1.9M

Event2026-03-31

Filed2026-05-12

SHW

SHERWIN WILLIAMS CO

1.83%

Shares1.1M

Event2026-03-31

Filed2026-05-12

VRSK

VERISK ANALYTICS INC

-2.99%

Shares1.8M

Event2026-03-31

Filed2026-05-12

ORCL

ORACLE CORP

2.33%

Shares2.1M

Event2026-03-31

Filed2026-05-12

BANK NEW YORK MELLON CORP

-2.21%

Shares2.3M

Event2026-03-31

Filed2026-05-12

BROOKFIELD RENEWABLE CORP

-0.04%

Shares5.0M

Event2026-03-31

Filed2026-05-12

CBRE

CBRE GROUP INC

-17.24%

Shares1.4M

Event2026-03-31

Filed2026-05-12

JPM

JPMORGAN CHASE & CO

14.74%

Shares574.7K

Event2026-03-31

Filed2026-05-12

VERIZON COMMUNICATIONS INC

3.53%

Shares3.2M

Event2026-03-31

Filed2026-05-12

CMI

CUMMINS INC

1.31%

Shares283.7K

Event2026-03-31

Filed2026-05-12

CMS

CMS ENERGY CORP

32.63%

Shares2.0M

Event2026-03-31

Filed2026-05-12

TSM

TAIWAN SEMICONDUCTOR MANUFAC

2.62%

Shares386.9K

Event2026-03-31

Filed2026-05-12

ASTRAZENECA PLC

New

Shares642.1K

Event2026-03-31

Filed2026-05-12

SCHW

SCHWAB CHARLES CORP

-0.93%

Shares1.3M

Event2026-03-31

Filed2026-05-12

SYY

SYSCO CORP

-1.74%

Shares1.6M

Event2026-03-31

Filed2026-05-12

CITIGROUP INC

-0.00%

Shares989.2K

Event2026-03-31

Filed2026-05-12

UNP

UNION PAC CORP

-1.61%

Shares459.2K

Event2026-03-31

Filed2026-05-12

WDC

WESTERN DIGITAL CORP

-24.20%

Shares396.8K

Event2026-03-31

Filed2026-05-12

WTW

WILLIS TOWERS WATSON PLC LTD

2.15%

Shares365.2K

Event2026-03-31

Filed2026-05-12

FDX

FEDEX CORP

-0.70%

Shares293.0K

Event2026-03-31

Filed2026-05-12

CME

CME GROUP INC

-0.04%

Shares353.2K

Event2026-03-31

Filed2026-05-12

HUBBELL INC

3.22%

Shares201.2K

Event2026-03-31

Filed2026-05-12

VISA INC

14.24%

Shares318.5K

Event2026-03-31

Filed2026-05-12

PGR

PROGRESSIVE CORP

2.74%

Shares468.3K

Event2026-03-31

Filed2026-05-12

THE CIGNA GROUP

3.10%

Shares346.0K

Event2026-03-31

Filed2026-05-12

WMT

WALMART INC

0.53%

Shares720.4K

Event2026-03-31

Filed2026-05-12

CBOE

CBOE GLOBAL MKTS INC

-4.73%

Shares301.1K

Event2026-03-31

Filed2026-05-12

HLT

HILTON WORLDWIDE HLDGS INC

-3.92%

Shares274.0K

Event2026-03-31

Filed2026-05-12

MICRON TECHNOLOGY INC

-16.77%

Shares245.4K

Event2026-03-31

Filed2026-05-12

EDWARDS LIFESCIENCES CORP

69.60%

Shares995.2K

Event2026-03-31

Filed2026-05-12

REGN

REGENERON PHARMACEUTICALS

0.98%

Shares97.5K

Event2026-03-31

Filed2026-05-12

USFD

US FOODS HLDG CORP

0.25%

Shares810.1K

Event2026-03-31

Filed2026-05-12

BIO

BIO RAD LABS INC

0.86%

Shares254.3K

Event2026-03-31

Filed2026-05-12

RCL

ROYAL CARIBBEAN GROUP

214.64%

Shares254.3K

Event2026-03-31

Filed2026-05-12

SARO

STANDARDAERO INC

4.58%

Shares2.6M

Event2026-03-31

Filed2026-05-12

AGILENT TECHNOLOGIES INC

0.99%

Shares586.7K

Event2026-03-31

Filed2026-05-12

ABT

ABBOTT LABORATORIES

3.73%

Shares639.3K

Event2026-03-31

Filed2026-05-12

RSG

REPUBLIC SVCS INC

-4.73%

Shares297.9K

Event2026-03-31

Filed2026-05-12

NXPI

NXP SEMICONDUCTORS N V

41.76%

Shares328.3K

Event2026-03-31

Filed2026-05-12

XYL

XYLEM INC

20.22%

Shares535.1K

Event2026-03-31

Filed2026-05-12

BILL HOLDINGS INC

13.56%

Shares1.7M

Event2026-03-31

Filed2026-05-12

TRU

TRANSUNION

-0.20%

Shares891.0K

Event2026-03-31

Filed2026-05-12

NICE

NICE LTD

3.71%

Shares544.4K

Event2026-03-31

Filed2026-05-12

CMG

CHIPOTLE MEXICAN GRILL INC

-0.30%

Shares1.8M

Event2026-03-31

Filed2026-05-12

TFC

TRUIST FINL CORP

-4.73%

Shares1.2M

Event2026-03-31

Filed2026-05-12

DKS

DICKS SPORTING GOODS INC

New

Shares287.2K

Event2026-03-31

Filed2026-05-12

INTC

INTEL CORP

1.56%

Shares1.3M

Event2026-03-31

Filed2026-05-12

LAM RESEARCH CORP

-59.41%

Shares262.2K

Event2026-03-31

Filed2026-05-12

ORLY

OREILLY AUTOMOTIVE INC

-4.41%

Shares592.0K

Event2026-03-31

Filed2026-05-12

UNH

UNITEDHEALTH GROUP INC

0.09%

Shares200.1K

Event2026-03-31

Filed2026-05-12

WRB

BERKLEY W R CORP

1.56%

Shares806.1K

Event2026-03-31

Filed2026-05-12

SNDK

SANDISK CORP

-57.23%

Shares80.3K

Event2026-03-31

Filed2026-05-12

INGERSOLL RAND INC

1.70%

Shares631.2K

Event2026-03-31

Filed2026-05-12

ADSK

AUTODESK INC

-25.82%

Shares210.7K

Event2026-03-31

Filed2026-05-12

ALL

ALLSTATE CORP

19.19%

Shares240.1K

Event2026-03-31

Filed2026-05-12

PNR

PENTAIR PLC

20.00%

Shares547.3K

Event2026-03-31

Filed2026-05-12

DHI

D R HORTON INC

-4.73%

Shares341.0K

Event2026-03-31

Filed2026-05-12

MEDLINE INC

New

Shares988.1K

Event2026-03-31

Filed2026-05-12

BROADRIDGE FINL SOLUTIONS IN

-29.01%

Shares258.8K

Event2026-03-31

Filed2026-05-12

PODD

INSULET CORP

1.27%

Shares169.0K

Event2026-03-31

Filed2026-05-12

CNH

CNH INDL N V

13208.41%

Shares2.9M

Event2026-03-31

Filed2026-05-12

NET

CLOUDFLARE INC

0.04%

Shares127.0K

Event2026-03-31

Filed2026-05-12

PWR

QUANTA SVCS INC

-2.96%

Shares45.9K

Event2026-03-31

Filed2026-05-12

TER

TERADYNE INC

-45.27%

Shares81.5K

Event2026-03-31

Filed2026-05-12

ROK

ROCKWELL AUTOMATION INC

-2.80%

Shares63.0K

Event2026-03-31

Filed2026-05-12

GWRE

GUIDEWIRE SOFTWARE INC

48.08%

Shares147.3K

Event2026-03-31

Filed2026-05-12

WCN

WASTE CONNECTIONS INC

54.54%

Shares125.8K

Event2026-03-31

Filed2026-05-12

MPWR

MONOLITHIC PWR SYS INC

-31.66%

Shares18.2K

Event2026-03-31

Filed2026-05-12

IDXX

IDEXX LABS INC

-2.80%

Shares32.7K

Event2026-03-31

Filed2026-05-12

MTD

METTLER TOLEDO INTERNATIONAL

0.30%

Shares13.9K

Event2026-03-31

Filed2026-05-12

MELI

MERCADOLIBRE INC

1.44%

Shares10.0K

Event2026-03-31

Filed2026-05-12

TRANE TECHNOLOGIES PLC

-2.79%

Shares39.4K

Event2026-03-31

Filed2026-05-12

ALNY

ALNYLAM PHARMACEUTICALS INC

9.94%

Shares49.0K

Event2026-03-31

Filed2026-05-12

PCOR

PROCORE TECHNOLOGIES INC

21.64%

Shares282.9K

Event2026-03-31

Filed2026-05-12

DDOG

DATADOG INC

-24.66%

Shares133.5K

Event2026-03-31

Filed2026-05-12

PTC

PTC INC

0.53%

Shares108.1K

Event2026-03-31

Filed2026-05-12

NTRA

NATERA INC

5.52%

Shares74.7K

Event2026-03-31

Filed2026-05-12

DASH

DOORDASH INC

117.01%

Shares97.5K

Event2026-03-31

Filed2026-05-12

SGI

SOMNIGROUP INTERNATIONAL INC

New

Shares190.0K

Event2026-03-31

Filed2026-05-12

CDNS

CADENCE DESIGN SYSTEM INC

-2.81%

Shares47.9K

Event2026-03-31

Filed2026-05-12

MSCI

MSCI INC

1.77%

Shares23.9K

Event2026-03-31

Filed2026-05-12

BLDR

BUILDERS FIRSTSOURCE INC

New

Shares149.3K

Event2026-03-31

Filed2026-05-12

HOOD

ROBINHOOD MKTS INC

-2.78%

Shares175.3K

Event2026-03-31

Filed2026-05-12

INSM

INSMED INC

34.61%

Shares69.5K

Event2026-03-31

Filed2026-05-12

ROCKET LAB CORP

New

Shares106.1K

Event2026-03-31

Filed2026-05-12

RDDT

REDDIT INC

New

Shares36.1K

Event2026-03-31

Filed2026-05-12

GEV

GE VERNOVA INC

62.56%

Shares5.3K

Event2026-03-31

Filed2026-05-12

BRO

BROWN & BROWN INC

-98.97%

Shares64.1K

Event2026-03-31

Filed2026-05-12

ASML

ASML HLDG NV

13.87%

Shares2.7K

Event2026-03-31

Filed2026-05-12

NFLX

NETFLIX INC.

47.61%

Shares28.7K

Event2026-03-31

Filed2026-05-12