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Fund detail

Parnassus Investments

large-active, lo, esg

Quarters 52
2020-03-31 $24.03B
Positions 99
Showing 6 of 6 rows (filtered from 111)

Price is the latest implied close from the selected quarter's 13F (value ÷ shares). Est. Cost is a running average that assumes each quarter's trades cleared near the midpoint of consecutive 13F closes (or yfinance VWAP when available). Most accurate for slow accumulators, least accurate for activists who build positions in a few days.

# Issuer Value ↓ Weight Shares Share Δ Share Δ % Prev Weight First Held Price Est. Cost Unrealized % Status
1 Micron Technology Inc. MU $269.2M 1.12% 6,400,000 +0 +0.00% 1.16% 2015-12-31 $42 ~$27 +54.11%
2 First Republic Bank FRCB $74.9M 0.31% 910,037 +0 +0.00% 0.36% 2018-03-31 $82 ~$95 -13.10%
3 First American Financial Corp. FAF $46.9M 0.20% 1,106,058 +0 +0.00% 0.22% 2013-06-30 $42 ~$50 -15.67%
4 T-Mobile US Inc. TMUS $28.8M 0.12% 342,834 +0 +0.00% 0.09% 2018-06-30 $84 ~$61 +37.12%
5 Novartis AG (ADR) NVS $23.7M 0.10% 287,322 +0 +0.00% 0.09% 2013-06-30 $82 ~$69 +19.86%
6 QUALCOMM Inc. QCOM $23.7M 0.10% 350,000 +0 +0.00% 0.10% 2013-06-30 $68 ~$59 +15.57%