PARNASSUS INVESTMENTS, LLC Q2 2021 Filing

Filed August 5, 2021

Portfolio Value

$45.9B

Holdings

127

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (127 positions)

#StockSharesValue% PortfolioType
101
POOLPool Corp.
89,405$41.0M0.09%
102
ODFLOld Dominion Freight Lines Inc.
145,211$36.9M0.08%
103
XYZSquare Inc., Class A
146,551$35.7M0.08%
104
ADSKAutodesk Inc.
121,587$35.5M0.08%
105
CSGPCoStar Group Inc.
387,000$32.1M0.07%
106
AVLRUSDAvalara Inc.
174,337$28.2M0.06%
107
TRI4EURThomson Reuters Corp.
268,893$26.7M0.06%
108
MORNMorningstar Inc.
92,446$23.8M0.05%
109
MKTXMarketAxess Holdings Inc.
49,470$22.9M0.05%
110
TTDThe Trade Desk Inc., Class A
285,430$22.1M0.05%
111
FICOFair Isaac Corp.
43,769$22.0M0.05%
112
NYTThe New York Times Co., Class A
467,258$20.3M0.04%
113
LULULululemon Athletica Inc.
54,564$19.9M0.04%
114
MPWRMonolithic Power Systems Inc.
50,262$18.8M0.04%
115
SICPQSilvergate Capital Corp., Class A
164,797$18.7M0.04%
116
TXG10x Genomics Inc., Class A
93,160$18.2M0.04%
117
BLIUSDBerkeley Lights Inc.
355,492$15.9M0.03%
118
VEEVVeeva Systems Inc., Class A
43,920$13.7M0.03%
119
ALNYAlnylam Pharmaceuticals Inc.
77,587$13.2M0.03%
120
RUNSunrun Inc.
207,381$11.6M0.03%
121
NSPInsperity Inc.
124,318$11.2M0.02%
122
SGENUSDSeagen Inc.
60,513$9.6M0.02%
123
BAC 5 PERP LLBank of America Corp., 5.00 percent, due 09/17/2024
194,149$5.3M0.01%
124
DLR 5.2 PERP LDigital Realty Trust Inc., 5.20 percent, due 10/10/2024
114,608$3.2M0.01%
125
PSA 5.15 PERP FPublic Storage, 3.88 percent, due 10/06/2025
111,127$3.0M0.01%
126
Sunrun Inc., 0.00 percent, due 02/01/2026
1,500,000$1.3M0.00%
127
PSA 3.875 PERP NPublic Storage, 5.15 percent, due 06/02/2022
40,000$1.0M0.00%
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