PARNASSUS INVESTMENTS, LLC Q4 2021 Filing

Filed February 11, 2022

Portfolio Value

$52.1M

Holdings

131

Report Date

Q4 2021

Filing Type

13F-HR

All Holdings (131 positions)

StockValue
MSFTMicrosoft Corp.
$2.7M
GOOGLAlphabet Inc., Class A
$2.3M
FISVFiserv Inc.
$1.5M
CMECME Group Inc.
$1.5M
DHRDanaher Corp.
$1.5M
MAMastercard Inc., Class A
$1.5M
SCHWThe Charles Schwab Corp.
$1.4M
SPGIS&P Global Inc.
$1.4M
BDXBecton, Dickinson and Co.
$1.3M
CMCSAComcast Corp., Class A
$1.3M
AAPLApple Inc.
$1.2M
LINLinde plc
$1.2M
DEDeere & Co.
$1.2M
PGThe Procter & Gamble Co.
$1.2M
COSTCostco Wholesale Corp.
$1.2M
AMATApplied Materials Inc.
$1.1M
WMWaste Management Inc.
$1.1M
BALLBALL Corp.
$1.1M
AMTAmerican Tower Corp.
$1.0M
NVDANVIDIA Corp.
$1.0M
VFCVF Corp.
$1.0M
CDNSCadence Design Systems Inc.
$945K
MDLZMondelez International Inc., Class A
$917K
BACVerizon Communications Inc.
$862K
PNRPentair plc
$779K
GILDGilead Sciences Inc.
$779K
ADBEAdobe Inc.
$740K
FQIDigital Realty Trust Inc.
$735K
BKNGBooking Holdings Inc.
$714K
SNPSSynopsys Inc.
$705K
BSXBoston Scientific Corp.
$660K
TXNTexas Instrument Inc.
$648K
MUMicron Technology Inc.
$632K
NKENike Inc., Class B
$628K
AREAlexandria Real Estate Equipment
$547K
INTCIntel Corp.
$503K
CSGPCoStar Group Inc.
$476K
CP.TOCanadian Pacific Railway Ltd.
$455K
AG8Agilent Technologies Inc.
$404K
CERNCHFCerner Corp.
$378K
SYYSysco Corp.
$341K
RSGRepublic Services Inc.
$340K
WDCWestern Digital Corp.
$337K
HOLXHologic Inc.
$327K
ORLYO'Reilly Automotive Inc.
$311K
SBACSBA Communications Corp.
$271K
BURLBurlington Stores Inc.
$266K
VRSKVerisk Analytics Inc.
$265K
JKHYJack Henry & Associates Inc.
$251K
AVTRAvantor Inc.
$249K
TQJSignature Bank
$248K
GWREGuidewire Software Inc.
$246K
KLACKLA Corp.
$241K
BMRNBioMarin Pharmaceutical Inc.
$241K
PPGPPG Industries Inc.
$223K
CBOECboe Global Markets Inc.
$217K
TRMBTrimble Inc.
$209K
CHRWC.H. Robinson Worldwide Inc.
$207K
AVLRUSDAvalara Inc.
$197K
CSCOCisco Systems Inc.
$190K
ROPRoper Technologies Inc.
$186K
COLDAmericold Realty Trust
$179K
MRKMerck & Co., Inc.
$177K
BRBroadridge Financial Solutions Inc.
$172K
XYLXylem Inc.
$166K
HLTHilton Worldwide Holdings Inc.
$165K
TFXTeleflex Inc.
$160K
PEPPepsiCo Inc.
$159K
AKXAnsys Inc.
$159K
MCXMcCormick & Co., Non-Voting Shares
$155K
CABOCable One Inc.
$148K
IDAIDACORP Inc.
$147K
SPGSimon Property Group Inc.
$146K
GPNGlobal Payments Inc.
$143K
BKBank of New York Mellon Corp.
$142K
PSAPublic Storage
$139K
GOGrocery Outlet Holding Corp.
$137K
LEVILevi Strauss & Co., Class A
$136K
VRTXVertex Pharmaceuticals Inc.
$136K
BACBank of America Corp.
$133K
FDXFedEx Corp.
$133K
AXPAmerican Express Co.
$132K
ANGI1EURAngi Inc., Class A
$126K
HN9Hanesbrands Inc.
$126K
FRCBFirst Republic Bank, Class A
$125K
PAYXPaychex Inc.
$115K
PGRThe Progressive Corp.
$113K
NVSNNovartis AG, ADR
$109K
BIIBBiogen Inc.
$108K
GWWW.W. Grainger Inc.
$108K
COFCapital One Financial Corp.
$102K
CMICummins Inc.
$99K
ACNAccenture plc, Class A
$96K
FT2First Horizon National Corp.
$93K
DFSEURDiscover Financial Services
$93K
AESThe AES Corp.
$90K
GAPThe Gap Inc.
$89K
ILMNIllumina Inc.
$88K
UNPUnion Pacific Corp.
$87K
VMWEURVMware Inc., Class A
$84K
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