PARNASSUS INVESTMENTS, LLC
Institutional investor · Portfolio as of Q1 2021
Top Holdings128 positions
MICROSOFT CORP | 7.1M | $1.7B | 4.0% | $116.11 | +94.05% | 10 qtrssince 2018-Q4 | Increased 61 |
DEERE & CO | 3.8M | $1.4B | 3.5% | $145.64 | +139.94% | 8 qtrssince 2019-Q2 | Increased 59 |
FEDEX CORP | 4.2M | $1.2B | 2.9% | $105.33 | +95.60% | 10 qtrssince 2018-Q4 | Decreased 0 |
COMCAST CORP NEW | 22.1M | $1.2B | 2.9% | $30.10 | +39.69% | 6 qtrssince 2019-Q4 | Increased 56 |
APPLIED MATLS INC | 8.8M | $1.2B | 2.8% | $41.79 | +205.98% | 10 qtrssince 2018-Q4 | Decreased 0 |
CME GROUP INC | 5.6M | $1.1B | 2.8% | $148.72 | +10.85% | 8 qtrssince 2019-Q2 | Increased 65 |
AMAZON COM INC | 366,827 | $1.1B | 2.8% | $106.10 | +43.98% | 5 qtrssince 2020-Q1 | Decreased 0 |
DANAHER CORP DEL | 4.8M | $1.1B | 2.6% | $92.81 | +109.28% | 10 qtrssince 2018-Q4 | Increased 56 |
CHARLES SCHWAB CORP (THE) | 16.5M | $1.1B | 2.6% | $37.96 | +59.80% | 10 qtrssince 2018-Q4 | Decreased 0 |
VERIZON COMMUNICATIONS INC | 17.4M | $1B | 2.5% | $40.83 | +0.02% | 6 qtrssince 2019-Q4 | Increased 59 |
MASTERCARD INCORPORATED | 2.8M | $987.3M | 2.4% | $199.61 | +72.76% | 10 qtrssince 2018-Q4 | Increased 56 |
ALPHABET INC | 472,310 | $974.1M | 2.4% | $53.99 | +89.22% | 10 qtrssince 2018-Q4 | Decreased 0 |
S&P GLOBAL INC | 2.8M | $971M | 2.4% | $318.79 | 0.00% | 1 qtr | New 82 |
Linde plc | 3.3M | $925.8M | 2.2% | $198.70 | +31.73% | 4 qtrssince 2020-Q2 | Increased 56 |
MICRON TECHNOLOGY INC | 10.2M | $896.8M | 2.2% | $41.20 | +108.79% | 10 qtrssince 2018-Q4 | Decreased 0 |
V F CORP | 10M | $803M | 1.9% | $51.95 | +28.56% | 10 qtrssince 2018-Q4 | Increased 50 |
CADENCE DESIGN SYSTEM INC | 5.8M | $793.7M | 1.9% | $46.66 | +193.59% | 10 qtrssince 2018-Q4 | Decreased 0 |
PROCTER & GAMBLE CO | 5.9M | $793.5M | 1.9% | $101.01 | +16.43% | 10 qtrssince 2018-Q4 | Increased 77 |
APPLE INC | 6.5M | $792.2M | 1.9% | $74.56 | +59.28% | 10 qtrssince 2018-Q4 | Increased 75 |
WASTE MGMT INC DEL | 6.1M | $789M | 1.9% | $83.38 | +43.99% | 10 qtrssince 2018-Q4 | Increased 52 |
PARNASSUS INVESTMENTS, LLC manages $41.2B across 128 positions as of Q1 2021. Top holdings: MSFT (4.0%), DE (3.5%), FDX (2.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Active quarter - 19 new positions, 5 exits, 45 increased. Top move: SPGI (NEW, conviction 82). Portfolio: $41.2B across 128 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