PARNASSUS INVESTMENTS, LLC Q2 2021 Filing

Filed August 5, 2021

Portfolio Value

$45.9M

Holdings

127

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (127 positions)

StockValue
MSFTMicrosoft Corp.
$2.1M
GOOGLAlphabet Inc., Class A
$1.7M
DHRDanaher Corp.
$1.3M
CMCSAComcast Corp., Class A
$1.3M
CMECME Group Inc.
$1.3M
SCHWThe Charles Schwab Corp.
$1.3M
BACVerizon Communications Inc.
$1.2M
FDXFedEx Corp.
$1.2M
SPGIS&P Global Inc.
$1.2M
BDXBecton Dickinson and Co.
$1.1M
DEDeere & Co.
$1.1M
VFCVF Corp.
$1.0M
Linde plc
$978K
AMATApplied Materials Inc.
$955K
AMTAmerican Tower Corp.
$946K
PGThe Procter & Gamble Co.
$940K
MAMastercard Inc., Class A
$928K
AAPLApple Inc.
$927K
NVDANVIDIA Corp.
$893K
WMWaste Management Inc.
$881K
MDLZMondelez International Inc., Class A
$840K
FISVFiserv Inc.
$807K
COSTCostco Wholesale Corp.
$792K
XYLXylem Inc.
$757K
Pentair plc
$749K
ADBEAdobe Inc.
$725K
GILDGilead Sciences Inc.
$714K
CDNSCadence Design Systems Inc.
$677K
BSXBoston Scientific Corp.
$646K
TXNTexas Instrument Inc.
$642K
BKNGBooking Holdings Inc.
$625K
FQIDigital Realty Trust Inc.
$624K
MUMicron Technology Inc.
$561K
NKENike Inc., Class B
$553K
KSUEURKansas City Southern
$535K
SNPSSynopsys Inc.
$514K
INTCIntel Corp.
$474K
AREAlexandria Real Estate Equipment
$440K
WDCWestern Digital Corp.
$400K
AG8Agilent Technologies Inc.
$397K
RSGRepublic Services Inc.
$335K
CERNCHFCerner Corp.
$326K
LUVSouthwest Airlines Co.
$286K
HOLXHologic Inc.
$275K
BURLBurlington Stores Inc.
$267K
ORLYO'Reilly Automotive Inc.
$259K
TRMBTrimble Inc.
$247K
TFXTeleflex Inc.
$241K
JKHYJack Henry & Associates Inc.
$237K
BMRNBioMarin Pharmaceutical Inc.
$224K
ROPRoper Technologies Inc.
$223K
KLACKLA Corp.
$219K
VRSKVerisk Analytics Inc.
$218K
GOGrocery Outlet Holding Corp.
$216K
SBACSBA Communications Corp.
$214K
PPGPPG Industries Inc.
$206K
NUANEURNuance Communications Inc.
$204K
GWREGuidewire Software Inc.
$203K
CBOECboe Global Markets Inc.
$196K
AVTRAvantor Inc.
$193K
COLDAmericold Realty Trust
$186K
CHRWC.H. Robinson Worldwide Inc.
$180K
TQJSignature Bank
$179K
CABOCable One Inc.
$164K
CSCOCisco Systems Inc.
$159K
BIIBBiogen Inc.
$157K
ANGI1EURANGI Inc., Class A
$155K
SLQTSelectQuote Inc.
$148K
BRBroadridge Financial Solutions Inc.
$142K
HN9Hanesbrands Inc.
$140K
AKXAnsys Inc.
$138K
PSAPublic Storage
$135K
AXPAmerican Express Co.
$134K
MRKMerck & Co., Inc.
$133K
FRCBFirst Republic Bank, Class A
$132K
MCXMcCormick & Co., Non-Voting Shares
$130K
HLTHilton Worldwide Holdings Inc.
$128K
LEVILevi Strauss & Co., Class A
$127K
GAPThe Gap Inc.
$126K
BKBank of New York Mellon Corp.
$125K
VRTXVertex Pharmaceuticals Inc.
$125K
COFCapital One Financial Corp.
$124K
BACBank of America Corp.
$124K
DFSEURDiscover Financial Services
$123K
FT2First Horizon National Corp.
$123K
IDAIDACORP Inc.
$123K
SPGSimon Property Group Inc.
$119K
ILMNIllumina Inc.
$117K
GWWW.W. Grainger Inc.
$116K
STXSeagate Technology plc
$110K
PGRThe Progressive Corp.
$109K
OMCOmnicom Group
$107K
CMICummins Inc.
$100K
AESThe AES Corp.
$96K
PAYXPaychex Inc.
$90K
CLXThe Clorox Co.
$89K
NVSNNovartis AG, ADR
$86K
ACNAccenture plc, Class A
$84K
INTUIntuit Corp.
$54K
IDXXIDEXX Laboratories Inc.
$45K
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