PARNASSUS INVESTMENTS, LLC Q1 2021 Filing

Filed May 6, 2021

Portfolio Value

$41.2M

Holdings

128

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (128 positions)

StockValue
MSFTMicrosoft Corp.
$1.7B
DEDeere & Co.
$1.4B
FDXFedEx Corp.
$1.2B
CMCSAComcast Corp., Class A
$1.2B
AMATApplied Materials Inc.
$1.2B
CMECME Group Inc.
$1.1B
DHRDanaher Corp.
$1.1B
SCHWCharles Schwab Corp.
$1.1B
BACVerizon Communications Inc.
$1.0B
MAMastercard Inc., Class A
$987.3M
SPGIS&P Global Inc.
$971.0M
Linde plc
$925.8M
MUMicron Technology Inc.
$896.8M
VFCVF Corp.
$803.0M
CDNSCadence Design Systems Inc.
$793.7M
PGThe Procter & Gamble Co.
$793.5M
AAPLApple Inc.
$792.2M
WMWaste Management Inc.
$789.0M
BDXBecton Dickinson and Co.
$783.2M
AMTAmerican Tower Corp.
$747.5M
FISVFiserv Inc.
$695.1M
COSTCostco Wholesale Corp.
$683.9M
MDLZMondelez International Inc., Class A
$670.6M
ADBEAdobe Inc.
$666.2M
Pentair plc
$655.2M
KSUEURKansas City Southern
$648.9M
XYLXylem Inc.
$639.1M
TXNTexas Instrument Inc.
$614.4M
INTCIntel Corp.
$526.1M
FQIDigital Realty Trust Inc.
$509.3M
SNPSSynopsys Inc.
$459.6M
WDCWestern Digital Corp.
$388.5M
GILDGilead Sciences Inc.
$355.3M
BSXBoston Scientific Corp.
$342.2M
AG8Agilent Technologies Inc.
$341.3M
LUVSouthwest Airlines Co.
$326.8M
KLACKLA Corp.
$275.2M
RSGRepublic Services Inc.
$272.4M
AREAlexandria Real Estate Equipment
$271.8M
BURLBurlington Stores Inc.
$270.4M
NUANEURNuance Communications Inc.
$268.8M
TFXTeleflex Inc.
$241.6M
TRMBTrimble Inc.
$235.2M
CERNCHFCerner Corp.
$234.9M
HOLXHologic Inc.
$226.5M
BMRNBioMarin Pharmaceutical Inc.
$202.7M
VRSKVerisk Analytics Inc.
$198.2M
GOGrocery Outlet Holding Corp.
$192.0M
PPGPPG Industries Inc.
$182.4M
ADSKAutodesk Inc.
$178.1M
JKHYJack Henry & Associates Inc.
$177.7M
MXIMMaxim Integrated Products Inc.
$171.2M
ROPRoper Technologies Inc.
$159.3M
COLDAmericold Realty Trust
$155.2M
CSCOCisco Systems Inc.
$155.1M
CHRWC.H. Robinson Worldwide Inc.
$151.0M
ANGI1EURANGI Homeservices Inc., Class A
$148.9M
GAPThe Gap Inc.
$148.1M
AVTRAvantor Inc.
$146.5M
FT2First Horizon National Corp.
$142.3M
TQJSignature Bank
$140.1M
SLQTSelectQuote Inc.
$139.9M
FRCBFirst Republic Bank, Class A
$134.0M
CBOECboe Global Markets Inc.
$131.0M
HLTHilton Worldwide Holdings Inc.
$127.9M
COFCapital One Financial Corp.
$122.8M
AKXAnsys Inc.
$120.0M
SBACSBA Communications Corp.
$117.5M
IDAIDACORP Inc.
$116.7M
BACBank of America Corp.
$116.1M
HN9Hanesbrands Inc.
$114.7M
AXPAmerican Express Co.
$114.3M
PSAPublic Storage
$110.7M
LEVILEVI STRAUSS & CO- CLASS A
$109.3M
GWWW.W. Grainger Inc.
$106.3M
DFSEURDiscover Financial Services
$99.1M
Seagate Technology plc
$95.7M
ILMNIllumina Inc.
$94.5M
OMCOmnicom Group
$93.8M
GWREGuidewire Software Inc.
$89.7M
BIIBBiogen Inc.
$88.0M
AESAES CORP
$86.8M
EXPDExpeditors International of Washington Inc.
$83.2M
NVSNNovartis AG, ADR
$79.6M
ACNAccenture plc, Class A
$78.8M
MDUMDU Resources Group Inc.
$74.5M
PAYXPaychex Inc.
$74.2M
CLXThe Clorox Co.
$74.0M
BKBank of New York Mellon Corp.
$68.1M
PGRThe Progressive Corp.
$66.9M
MCXMcCormick & Co., Non-Voting Shares
$63.4M
CMICummins Inc.
$58.3M
ODFLOld Dominion Freight Lines Inc.
$34.9M
IDXXIDEXX Laboratories Inc.
$34.9M
INTUIntuit Corp.
$33.8M
XYZSquare Inc., Class A
$33.3M
POOLPool Corp.
$30.9M
NYTThe New York Times Co., Class A
$23.7M
TRI4EURThomson Reuters Corp.
$23.5M
SICPQSilvergate Capital Corp., Class A
$23.4M
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