PARNASSUS INVESTMENTS, LLC
Institutional investor · Portfolio as of Q1 2019
Top Holdings87 positions
Cadence Design Systems Inc | 14.4M | $913.6M | 3.6% | $43.48 | +46.07% | 2 qtrssince 2018-Q4 | Decreased 0 |
| 5M | $878.9M | 3.5% | $140.75 | +13.14% | 2 qtrssince 2018-Q4 | Decreased 0 | |
Gilead Sciences Inc | 13.1M | $850M | 3.4% | $47.76 | +4.96% | 2 qtrssince 2018-Q4 | Increased 70 |
Walt Disney Co/The | 7.1M | $789.3M | 3.1% | $103.57 | +3.48% | 2 qtrssince 2018-Q4 | Decreased 0 |
Synopsys Inc | 6.7M | $774.2M | 3.1% | $84.24 | +36.69% | 2 qtrssince 2018-Q4 | Decreased 0 |
Hologic Inc | 15.6M | $757M | 3.0% | $40.50 | +19.50% | 2 qtrssince 2018-Q4 | Increased 54 |
Mastercard Inc | 3.2M | $750M | 3.0% | $181.23 | +24.52% | 2 qtrssince 2018-Q4 | Increased 55 |
American Express Co | 6.8M | $746.5M | 2.9% | $85.76 | +16.23% | 2 qtrssince 2018-Q4 | Decreased 0 |
3M Co | 3.5M | $731.7M | 2.9% | $122.28 | +30.81% | 2 qtrssince 2018-Q4 | Decreased 0 |
Clorox Co/The | 4.5M | $722.9M | 2.9% | $121.11 | +4.75% | 2 qtrssince 2018-Q4 | Decreased 0 |
The Charles Schwab Corp | 15.6M | $667.8M | 2.6% | $37.23 | +3.34% | 2 qtrssince 2018-Q4 | Decreased 0 |
Cerner Corp | 11.4M | $650M | 2.6% | — | — | 2 qtrssince 2018-Q4 | Increased 62 |
Verisk Analytics Inc | 4.8M | $636.9M | 2.5% | $103.39 | +22.21% | 2 qtrssince 2018-Q4 | Decreased 0 |
Danaher Corp | 4.8M | $633.9M | 2.5% | $88.11 | +28.19% | 2 qtrssince 2018-Q4 | Decreased 0 |
VF CORPORATION | 7.2M | $628.3M | 2.5% | $53.50 | +23.91% | 2 qtrssince 2018-Q4 | Decreased 0 |
CVS Health Corp | 11.6M | $627.7M | 2.5% | $51.53 | -16.63% | 2 qtrssince 2018-Q4 | Decreased 0 |
Waste Management Inc | 5.9M | $610.7M | 2.4% | $78.31 | +18.75% | 2 qtrssince 2018-Q4 | Decreased 0 |
Sysco Corp | 8.8M | $584.3M | 2.3% | $50.89 | +6.87% | 2 qtrssince 2018-Q4 | Increased 57 |
Alphabet Inc | 492,920 | $580.1M | 2.3% | $51.76 | +12.63% | 2 qtrssince 2018-Q4 | Decreased 0 |
Motorola Solutions Inc | 4.1M | $578.5M | 2.3% | $102.29 | +25.60% | 2 qtrssince 2018-Q4 | Decreased 0 |
PARNASSUS INVESTMENTS, LLC manages $25.4B across 87 positions as of Q1 2019. Top holdings: CDNS (3.6%), LIN (3.5%), GILD (3.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Added 2 new positions, exited 2, increased 26, trimmed 36. Top move: GILD (INCREASED, conviction 70). Portfolio: $25.4B across 87 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
Verify source filings on SEC EDGAR