PARNASSUS INVESTMENTS, LLC
Institutional investor · Portfolio as of Q3 2019
Top Holdings93 positions
Microsoft Corp. | 8.9M | $1.2B | 4.5% | $109.23 | +19.68% | 4 qtrssince 2018-Q4 | Increased 59 |
DISNEY WALT CO | 6.9M | $905.3M | 3.3% | $103.61 | +21.81% | 4 qtrssince 2018-Q4 | Increased 58 |
HOLOGIC INC | 15.8M | $799M | 2.9% | $40.67 | +21.97% | 4 qtrssince 2018-Q4 | Increased 55 |
VERISK ANALYTICS INC | 4.8M | $754.5M | 2.7% | $103.63 | +45.46% | 4 qtrssince 2018-Q4 | Increased 54 |
AMERICAN EXPRESS CO | 6.2M | $732.6M | 2.7% | $86.08 | +26.48% | 4 qtrssince 2018-Q4 | Increased 55 |
MasterCard Incorporated | 2.7M | $732.3M | 2.7% | $181.28 | +43.96% | 4 qtrssince 2018-Q4 | Increased 54 |
CERNER CORP | 10.4M | $710.7M | 2.6% | — | — | 4 qtrssince 2018-Q4 | Increased 55 |
CLOROX CO DEL | 4.7M | $706.4M | 2.6% | $121.13 | +0.39% | 4 qtrssince 2018-Q4 | Increased 54 |
Danaher Corporation | 4.8M | $689.3M | 2.5% | $88.52 | +39.93% | 4 qtrssince 2018-Q4 | Increased 55 |
Motorola Solutions Inc | 3.9M | $671.9M | 2.4% | $102.49 | +53.00% | 4 qtrssince 2018-Q4 | Decreased 0 |
Costco Wholesale Corporation | 2.2M | $646.8M | 2.3% | $239.54 | +9.24% | 2 qtrssince 2019-Q2 | Increased 54 |
GILEAD SCIENCES INC | 10.1M | $642.2M | 2.3% | $47.96 | +3.05% | 4 qtrssince 2018-Q4 | Increased 61 |
V F CORP | 7.2M | $641.1M | 2.3% | $53.68 | +35.44% | 4 qtrssince 2018-Q4 | Increased 54 |
SYSCO CORP | 8M | $639.1M | 2.3% | $50.89 | +28.56% | 4 qtrssince 2018-Q4 | Decreased 0 |
| 3.3M | $629.8M | 2.3% | $140.75 | +24.36% | 4 qtrssince 2018-Q4 | Decreased 0 | |
WASTE MGMT INC DEL | 5.4M | $618.3M | 2.2% | $78.31 | +30.95% | 4 qtrssince 2018-Q4 | Decreased 0 |
CME Group Inc. | 2.8M | $601.3M | 2.2% | $148.40 | +9.10% | 2 qtrssince 2019-Q2 | Increased 55 |
FEDEX CORP | 4.1M | $596.7M | 2.2% | $114.11 | -9.46% | 4 qtrssince 2018-Q4 | Increased 63 |
NVIDIA Corp. | 3.4M | $587.3M | 2.1% | $3.41 | +26.61% | 4 qtrssince 2018-Q4 | Decreased 0 |
Synopsys Inc | 4.2M | $577.3M | 2.1% | $84.24 | +62.93% | 4 qtrssince 2018-Q4 | Decreased 0 |
PARNASSUS INVESTMENTS, LLC manages $27.6B across 93 positions as of Q3 2019. Top holdings: MSFT (4.5%), DIS (3.3%), HOLX (2.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Active quarter - 9 new positions, 7 exits, 47 increased. Top move: FDX (INCREASED, conviction 63). Portfolio: $27.6B across 93 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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