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.
$1.7M
DEDeere & Co.
$1.4M
FDXFedEx Corp.
$1.2M
CMCSAComcast Corp., Class A
$1.2M
AMATApplied Materials Inc.
$1.2M
CMECME Group Inc.
$1.1M
AMZNAmazon.com Inc.
$1.1M
DHRDanaher Corp.
$1.1M
SCHWCharles Schwab Corp.
$1.1M
BACVerizon Communications Inc.
$1.0M
PSA 3.875 PERP NPublic Storage, 3.88 percent, due 10/06/2025
$1.0M
MAMastercard Inc., Class A
$987K
GOOGLAlphabet Inc., Class A
$974K
SPGIS&P Global Inc.
$971K
Linde plc
$926K
MUMicron Technology Inc.
$897K
VFCVF Corp.
$803K
CDNSCadence Design Systems Inc.
$794K
PGThe Procter & Gamble Co.
$794K
AAPLApple Inc.
$792K
WMWaste Management Inc.
$789K
BDXBecton Dickinson and Co.
$783K
AMTAmerican Tower Corp.
$748K
BKNGBooking Holdings Inc.
$739K
FISVFiserv Inc.
$695K
COSTCostco Wholesale Corp.
$684K
MDLZMondelez International Inc., Class A
$671K
ADBEAdobe Inc.
$666K
Pentair plc
$655K
KSUEURKansas City Southern
$649K
XYLXylem Inc.
$639K
NVDANVIDIA Corp.
$638K
TXNTexas Instrument Inc.
$614K
INTCIntel Corp.
$526K
FQIDigital Realty Trust Inc.
$509K
SNPSSynopsys Inc.
$460K
WDCWestern Digital Corp.
$388K
GILDGilead Sciences Inc.
$355K
BSXBoston Scientific Corp.
$342K
AG8Agilent Technologies Inc.
$341K
LUVSouthwest Airlines Co.
$327K
KLACKLA Corp.
$275K
RSGRepublic Services Inc.
$272K
AREAlexandria Real Estate Equipment
$272K
BURLBurlington Stores Inc.
$270K
NUANEURNuance Communications Inc.
$269K
TFXTeleflex Inc.
$242K
TRMBTrimble Inc.
$235K
CERNCHFCerner Corp.
$235K
HOLXHologic Inc.
$227K
BMRNBioMarin Pharmaceutical Inc.
$203K
ORLYO'Reilly Automotive Inc.
$200K
VRSKVerisk Analytics Inc.
$198K
GOGrocery Outlet Holding Corp.
$192K
PPGPPG Industries Inc.
$182K
ADSKAutodesk Inc.
$178K
JKHYJack Henry & Associates Inc.
$178K
MXIMMaxim Integrated Products Inc.
$171K
ROPRoper Technologies Inc.
$159K
COLDAmericold Realty Trust
$155K
CSCOCisco Systems Inc.
$155K
CHRWC.H. Robinson Worldwide Inc.
$151K
ANGI1EURANGI Homeservices Inc., Class A
$149K
GAPThe Gap Inc.
$148K
AVTRAvantor Inc.
$147K
FT2First Horizon National Corp.
$142K
TQJSignature Bank
$140K
SLQTSelectQuote Inc.
$140K
FRCBFirst Republic Bank, Class A
$134K
CBOECboe Global Markets Inc.
$131K
HLTHilton Worldwide Holdings Inc.
$128K
COFCapital One Financial Corp.
$123K
AKXAnsys Inc.
$120K
SBACSBA Communications Corp.
$117K
IDAIDACORP Inc.
$117K
BACBank of America Corp.
$116K
HN9Hanesbrands Inc.
$115K
AXPAmerican Express Co.
$114K
PSAPublic Storage
$111K
LEVILEVI STRAUSS & CO- CLASS A
$109K
CABOCable One Inc.
$107K
GWWW.W. Grainger Inc.
$106K
DFSEURDiscover Financial Services
$99K
Seagate Technology plc
$96K
ILMNIllumina Inc.
$94K
OMCOmnicom Group
$94K
GWREGuidewire Software Inc.
$90K
BIIBBiogen Inc.
$88K
AESAES CORP
$87K
EXPDExpeditors International of Washington Inc.
$83K
LRCXEURLam Research Corp.
$82K
NVSNNovartis AG, ADR
$80K
ACNAccenture plc, Class A
$79K
MDUMDU Resources Group Inc.
$75K
PAYXPaychex Inc.
$74K
CLXThe Clorox Co.
$74K
BKBank of New York Mellon Corp.
$68K
PGRThe Progressive Corp.
$67K
MCXMcCormick & Co., Non-Voting Shares
$63K
CMICummins Inc.
$58K
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