PARNASSUS INVESTMENTS, LLC Q4 2020 Filing

Filed February 10, 2021

Portfolio Value

$36.9B

Holdings

114

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (114 positions)

StockValue
MSFTMicrosoft Corp.
$1.5B
AMZNAmazon.com Inc.
$1.3B
AMATApplied Materials Inc.
$1.3B
FDXFedEx Corp.
$1.2B
CMCSAComcast Corp., Class A
$1.1B
DHRDanaher Corp.
$1.1B
DEDeere & Co.
$1.0B
MAMastercard Inc., Class A
$972.4M
BACVerizon Communications Inc.
$956.2M
CDNSCadence Design Systems Inc.
$952.1M
MUMicron Technology Inc.
$944.2M
SCHWCharles Schwab Corp.
$907.2M
CERNCHFCerner Corp.
$865.6M
CMECME Group Inc.
$856.4M
VFCVF Corp.
$853.3M
Linde plc
$850.0M
VRSKVerisk Analytics Inc.
$832.6M
GOOGLAlphabet Inc., Class A
$831.2M
SNPSSynopsys Inc.
$789.1M
BDXBecton Dickinson and Co.
$783.0M
COSTCostco Wholesale Corp.
$724.6M
WMWaste Management Inc.
$699.1M
BKNGBooking Holdings Inc.
$690.1M
MDLZMondelez International Inc., Class A
$657.3M
FISVFiserv Inc.
$651.9M
XYLXylem Inc.
$650.8M
NVDANVIDIA Corp.
$609.3M
Pentair plc
$554.0M
SCHWCharles Schwab Corp.
$533.0M
ADBEAdobe Inc.
$529.4M
TXNTexas Instrument Inc.
$527.8M
FQIDigital Realty Trust Inc.
$503.2M
AAPLApple Inc.
$494.4M
KSUEURKansas City Southern
$472.5M
PGThe Procter & Gamble Co.
$442.9M
CLXThe Clorox Co.
$418.2M
INTCIntel Corp.
$406.9M
AG8Agilent Technologies Inc.
$318.0M
NUANEURNuance Communications Inc.
$309.6M
WDCWestern Digital Corp.
$303.8M
RSGRepublic Services Inc.
$275.9M
LUVSouthwest Airlines Co.
$249.1M
BURLBurlington Stores Inc.
$236.7M
KLACKLA Corp.
$232.4M
TFXTeleflex Inc.
$226.3M
HOLXHologic Inc.
$206.1M
GILDGilead Sciences Inc.
$204.3M
TRMBTrimble Inc.
$201.9M
ADSKAutodesk Inc.
$196.2M
JKHYJack Henry & Associates Inc.
$188.8M
ORLYO'Reilly Automotive Inc.
$178.1M
PPGPPG Industries Inc.
$172.1M
COLDAmericold Realty Trust
$167.1M
ROPRoper Technologies Inc.
$166.7M
MXIMMaxim Integrated Products Inc.
$166.1M
CHRWC.H. Robinson Worldwide Inc.
$158.6M
IDAIDACORP Inc.
$149.9M
FRCBFirst Republic Bank, Class A
$144.3M
LRCXEURLam Research Corp.
$141.7M
ANGI1EURANGI Homeservices Inc., Class A
$139.9M
GWWW.W. Grainger Inc.
$134.8M
CSCOCisco Systems Inc.
$134.3M
BMRNBioMarin Pharmaceutical Inc.
$133.2M
CBOECboe Global Markets Inc.
$132.0M
CABOCable One Inc.
$130.1M
COFCapital One Financial Corp.
$128.5M
GOGrocery Outlet Holding Corp.
$126.3M
GAPThe Gap Inc.
$123.2M
FT2First Horizon National Corp.
$119.7M
HLTHilton Worldwide Holdings Inc.
$117.7M
DFSEURDiscover Financial Services
$112.3M
GWREGuidewire Software Inc.
$110.9M
AXPAmerican Express Co.
$108.8M
PSAPublic Storage
$103.6M
Seagate Technology plc
$99.5M
BACBank of America Corp.
$90.9M
XRAYDentsply Sirona Inc.
$87.6M
EXPDExpeditors International of Washington Inc.
$85.6M
MDUMDU Resources Group Inc.
$83.2M
PORPortland General Electric Corp.
$74.3M
ILMNIllumina Inc.
$73.4M
SBACSBA Communications Corp.
$70.5M
PGRThe Progressive Corp.
$69.2M
MCXMcCormick & Co.
$68.0M
CMICummins Inc.
$51.1M
HN9Hanesbrands Inc.
$43.7M
XYZSquare Inc., Class A
$42.1M
CSGPCoStar Group Inc.
$35.8M
IDXXIDEXX Laboratories Inc.
$35.6M
ODFLOld Dominion Freight Lines Inc.
$28.3M
POOLPool Corp.
$27.6M
MORNMorningstar Inc.
$24.9M
NYTThe New York Times Co., Class A
$24.2M
AVLRUSDAvalara Inc.
$24.1M
TTDThe Trade Desk Inc., Class A
$22.9M
MKTXMarketAxess Holdings Inc.
$22.7M
AKXAnsys Inc.
$22.1M
TRI4EURThomson Reuters Corp.
$22.0M
BRBroadridge Financial Solutions Inc.
$21.6M
MPWRMonolithic Power Systems Inc.
$18.4M
Page 1 of 2Next