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)

#	Stock	Shares	Value	% Portfolio
101	BRBroadridge Financial Solutions Inc.	141,281	$21.6M	52.50%
102	FICOFair Isaac Corp.	43,769	$21.3M	51.64%
103	MORNMorningstar Inc.	92,446	$20.8M	50.50%
104	MKTXMarketAxess Holdings Inc.	39,739	$19.8M	48.03%
105	AVLRUSDAvalara Inc.	146,177	$19.5M	47.34%
106	MPWRMonolithic Power Systems Inc.	50,262	$17.8M	43.09%
107	TXG10x Genomics Inc., Class A	93,160	$16.9M	40.93%
108	NCNO*nCino Inc.	251,666	$16.8M	40.76%
109	LULULululemon Athletica Inc.	54,564	$16.7M	40.62%
110	BLIUSDBerkeley Lights Inc.	324,713	$16.3M	39.59%
111	VEEVVeeva Systems Inc., Class A	43,920	$11.5M	27.85%
112	ALNYAlnylam Pharmaceuticals Inc.	77,587	$11.0M	26.59%
113	NSPInsperity Inc.	124,318	$10.4M	25.27%
114	RUNSunrun Inc.	166,333	$10.1M	24.42%
115	SGENUSDSeagen Inc.	60,513	$8.4M	20.40%
116	PSA 5.15 PERP FPublic Storage, 5.15 percent, due 06/02/2022	111,127	$2.9M	7.01%
117	BAC 5 PERP LLBank of America Corp., 5.00 percent, due 09/17/2024	80,000	$2.1M	5.14%
118	DLR 5.2 PERP LDigital Realty Trust Inc., 5.20 percent, due 10/10/2024	79,000	$2.1M	5.11%
119	AMZNAmazon.com Inc.	366,827	$1.1M	2.75%
120	PSA 3.875 PERP NPublic Storage, 3.88 percent, due 10/06/2025	40,000	$1.0M	2.43%
121	GOOGLAlphabet Inc., Class A	472,310	$974K	2.36%
122	BKNGBooking Holdings Inc.	317,164	$739K	1.79%
123	NVDANVIDIA Corp.	1,195,595	$638K	1.55%
124	ORLYO'Reilly Automotive Inc.	393,564	$200K	0.48%
125	CABOCable One Inc.	58,416	$107K	0.26%
126	LRCXEURLam Research Corp.	137,697	$82K	0.20%
127	CSGPCoStar Group Inc.	38,700	$32K	0.08%
128	TTDThe Trade Desk Inc., Class A	28,543	$19K	0.05%

PreviousPage 2 of 2