Portfolio (Quarterly)
Guide ↗
PARNASSUS INVESTMENTS, LLC
· CIK 0000948669| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | CRM | SALESFORCE INC | Technology | 1,949,698 | $364.0M | 1.07% | SOLD |
| 2 | VRSK | VERISK ANALYTICS INC | Industrials | 1,760,761 | $334.1M | 0.98% | SOLD |
| 3 | BIO | BIO RAD LABS INC | Healthcare | 254,305 | $70.9M | 0.21% | SOLD |
| 4 | BILL | BILL HOLDINGS INC | Technology | 1,662,250 | $63.7M | 0.19% | SOLD |
| 5 | TRU | TRANSUNION | Industrials | 890,979 | $61.6M | 0.18% | SOLD |
| 6 | BR | BROADRIDGE FINL SOLUTIONS IN | Technology | 258,836 | $42.1M | 0.12% | SOLD |
| 7 | MTD | METTLER TOLEDO INTERNATIONAL | Healthcare | 13,864 | $17.5M | 0.05% | SOLD |
| 8 | ALNY | ALNYLAM PHARMACEUTICALS INC | Healthcare | 48,991 | $16.2M | 0.05% | SOLD |
| 9 | PCOR | PROCORE TECHNOLOGIES INC | Technology | 282,928 | $16.1M | 0.05% | SOLD |
| 10 | INSM | INSMED INC | Healthcare | 69,515 | $11.4M | 0.03% | SOLD |
| 11 | BRO | BROWN & BROWN INC | Financial Services | 64,113 | $4.2M | 0.01% | SOLD |
Sector Allocation
Technology
32.5%
Industrials
14.4%
Financial Services
12.1%
Consumer Cyclical
10.2%
Healthcare
9.6%
Communication Services
7.6%
Basic Materials
4.8%
Consumer Defensive
3.8%
Utilities
2.4%
Real Estate
2.4%