0001144204-14-044942.txt : 20140725
0001144204-14-044942.hdr.sgml : 20140725
20140725153725
ACCESSION NUMBER: 0001144204-14-044942
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20140630
FILED AS OF DATE: 20140725
DATE AS OF CHANGE: 20140725
EFFECTIVENESS DATE: 20140725
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: PARNASSUS INVESTMENTS /CA
CENTRAL INDEX KEY: 0000948669
IRS NUMBER: 000000000
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-05022
FILM NUMBER: 14994149
BUSINESS ADDRESS:
STREET 1: 1 MARKET STREET #1600
CITY: SAN FRANCISCO
STATE: CA
ZIP: 94105
BUSINESS PHONE: 4157780200
MAIL ADDRESS:
STREET 1: 1 MARKET STREET #1600
CITY: SAN FRANCISCO
STATE: CA
ZIP: 94105
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0000948669
XXXXXXXX
06-30-2014
06-30-2014
false
PARNASSUS INVESTMENTS /CA
1 Market Street #1600
San Francisco
CA
94105
13F HOLDINGS REPORT
028-05022
N
Marc C. Mahon
Chief Financial Officer
415-778-0200
/S/ Marc C. Mahon
San Francisco
CA
07-25-2014
0
111
11420068
INFORMATION TABLE
2
infotable.xml
21Vianet Group Inc. (ADR)
COMMON STOCK
90138A103
195
6500
SH
SOLE
6500
0
0
Abbott Laboratories
COMMON STOCK
002824100
23845
583000
SH
SOLE
583000
0
0
Accenture PLC
COMMON STOCK
G1151C101
175387
2169552
SH
SOLE
2169552
0
0
Agilent Technologies Inc.
COMMON STOCK
00846U101
11488
200000
SH
SOLE
200000
0
0
AGL Resources Inc.
COMMON STOCK
001204106
106680
1938586
SH
SOLE
1938586
0
0
Air Lease Corp.
COMMON STOCK
00912X302
49120
1273193
SH
SOLE
1273193
0
0
Allergan Inc.
COMMON STOCK
018490102
464230
2743352
SH
SOLE
2743352
0
0
Altera Corp.
COMMON STOCK
021441100
38236
1100000
SH
SOLE
1100000
0
0
Apple Inc.
COMMON STOCK
037833100
432582
4654920
SH
SOLE
4654920
0
0
Applied Materials Inc.
COMMON STOCK
038222105
479676
21271650
SH
SOLE
21271650
0
0
Autodesk Inc.
COMMON STOCK
052769106
5948
105500
SH
SOLE
105500
0
0
Belmond Ltd.
COMMON STOCK
G1154H107
25199
1733079
SH
SOLE
1733079
0
0
Blount International Inc.
COMMON STOCK
095180105
37900
2686008
SH
SOLE
2686008
0
0
C.H. Robinson Worldwide Inc.
COMMON STOCK
12541W209
319642
5010850
SH
SOLE
5010850
0
0
Calgon Carbon Corp.
COMMON STOCK
129603106
3507
157059
SH
SOLE
157059
0
0
Cameron International Corp.
COMMON STOCK
13342B105
6466
95500
SH
SOLE
95500
0
0
Capital One Financial Corp.
COMMON STOCK
14040H105
33040
400000
SH
SOLE
400000
0
0
Cardinal Health Inc.
COMMON STOCK
14149Y108
6513
95000
SH
SOLE
95000
0
0
Charles Schwab Corp.
COMMON STOCK
808513105
222214
8251555
SH
SOLE
8251555
0
0
Checkpoint Systems Inc.
COMMON STOCK
162825103
35296
2522948
SH
SOLE
2522948
0
0
Ciena Corp.
COMMON STOCK
171779309
47652
2200000
SH
SOLE
2200000
0
0
Cisco Systems Inc.
COMMON STOCK
17275R102
4970
200000
SH
SOLE
200000
0
0
Citrix Systems Inc.
COMMON STOCK
177376100
9383
150000
SH
SOLE
150000
0
0
Compass Minerals International Inc.
COMMON STOCK
20451N101
229588
2398034
SH
SOLE
2398034
0
0
Compuware Corp.
COMMON STOCK
205638109
29983
3001344
SH
SOLE
3001344
0
0
Corning Inc.
COMMON STOCK
219350105
14816
675000
SH
SOLE
675000
0
0
CVS Caremark Corp.
COMMON STOCK
126650100
266686
3538361
SH
SOLE
3538361
0
0
Deere & Co.
COMMON STOCK
244199105
9055
100000
SH
SOLE
100000
0
0
DENTSPLY International Inc.
COMMON STOCK
249030107
7434
157000
SH
SOLE
157000
0
0
Discovery Communications Inc.
COMMON STOCK
25470F104
29341
395000
SH
SOLE
395000
0
0
Dominion Diamond Corp.
COMMON STOCK
257287102
62214
4305488
SH
SOLE
4305488
0
0
DR Horton Inc.
COMMON STOCK
23331A109
20893
850000
SH
SOLE
850000
0
0
Ecolab Inc.
COMMON STOCK
278865100
2338
21000
SH
SOLE
21000
0
0
Energen Corp.
COMMON STOCK
29265N108
206385
2322058
SH
SOLE
2322058
0
0
Energy XXI (Bermuda) Ltd.
COMMON STOCK
G10082140
29312
1240474
SH
SOLE
1240474
0
0
Equifax Inc.
COMMON STOCK
294429105
5441
75000
SH
SOLE
75000
0
0
Equinix Inc.
COMMON STOCK
29444U502
21009
100000
SH
SOLE
100000
0
0
Essent Group Ltd.
COMMON STOCK
G3198U102
29339
1460395
SH
SOLE
1460395
0
0
Expeditors International of Washington Inc.
COMMON STOCK
302130109
262169
5936792
SH
SOLE
5936792
0
0
Express Scripts Holding Co.
COMMON STOCK
30219G108
15946
230000
SH
SOLE
230000
0
0
EZchip Semiconductor Ltd.
COMMON STOCK
M4146Y108
18039
700000
SH
SOLE
700000
0
0
FedEx Corp.
COMMON STOCK
31428X106
9083
60000
SH
SOLE
60000
0
0
Finisar Corp.
COMMON STOCK
31787A507
15800
800000
SH
SOLE
800000
0
0
First American Financial Corp.
COMMON STOCK
31847R102
30616
1101706
SH
SOLE
1101706
0
0
First Horizon National Corp.
COMMON STOCK
320517105
35425
2986912
SH
SOLE
2986912
0
0
Fiserv Inc.
COMMON STOCK
337738108
6032
100000
SH
SOLE
100000
0
0
GenMark Diagnostics Inc.
COMMON STOCK
372309104
28658
2118127
SH
SOLE
2118127
0
0
Gentex Corp.
COMMON STOCK
371901109
27322
939228
SH
SOLE
939228
0
0
Gilead Sciences Inc.
COMMON STOCK
375558103
278851
3363296
SH
SOLE
3363296
0
0
Google Inc., Class A
COMMON STOCK
38259P508
87937
150404
SH
SOLE
150404
0
0
Google Inc., Class C
COMMON STOCK
38259P706
86924
151099
SH
SOLE
151099
0
0
Graco Inc.
COMMON STOCK
384109104
11029
141253
SH
SOLE
141253
0
0
Group 1 Automotive Inc.
COMMON STOCK
398905109
24375
289109
SH
SOLE
289109
0
0
Harman International Industries Inc.
COMMON STOCK
413086109
11241
104640
SH
SOLE
104640
0
0
Insperity Inc.
COMMON STOCK
45778Q107
33932
1028240
SH
SOLE
1028240
0
0
Intel Corp.
COMMON STOCK
458140100
20085
650000
SH
SOLE
650000
0
0
InterMune Inc.
COMMON STOCK
45884X103
9272
210000
SH
SOLE
210000
0
0
International Business Machine
COMMON STOCK
459200101
51662
285000
SH
SOLE
285000
0
0
Intuit Inc.
COMMON STOCK
461202103
16952
210500
SH
SOLE
210500
0
0
Iron Mountain Inc.
COMMON STOCK
462846106
271741
7665475
SH
SOLE
7665475
0
0
Lam Research Corp.
COMMON STOCK
512807108
30411
450000
SH
SOLE
450000
0
0
MasterCard Inc., Class A
COMMON STOCK
57636Q104
203569
2770783
SH
SOLE
2770783
0
0
McCormick & Co.
COMMON STOCK
579780206
184209
2573110
SH
SOLE
2573110
0
0
MDU Resources Group Inc.
COMMON STOCK
552690109
225365
6420668
SH
SOLE
6420668
0
0
MICROS SYSTEMS INC
COMMON STOCK
594901100
7
98
SH
SOLE
98
0
0
Mondelez International Inc.
COMMON STOCK
609207105
345853
9195771
SH
SOLE
9195771
0
0
Motorola Solutions Inc.
COMMON STOCK
620076307
335737
5043365
SH
SOLE
5043365
0
0
MRC Global Inc.
COMMON STOCK
55345K103
41471
1465920
SH
SOLE
1465920
0
0
National Oilwell Varco Inc.
COMMON STOCK
637071101
277894
3374544
SH
SOLE
3374544
0
0
Noble Corp. PLC
COMMON STOCK
G65431101
2215
66000
SH
SOLE
66000
0
0
Nordstrom Inc.
COMMON STOCK
655664100
5808
85500
SH
SOLE
85500
0
0
Northwest Natural Gas Co.
COMMON STOCK
667655104
110403
2341529
SH
SOLE
2341529
0
0
Novartis AG (ADR)
COMMON STOCK
66987V109
245618
2713110
SH
SOLE
2713110
0
0
Novo-Nordisk A/S (ADR)
COMMON STOCK
670100205
4065
88000
SH
SOLE
88000
0
0
Patterson Companies Inc.
COMMON STOCK
703395103
277036
7011798
SH
SOLE
7011798
0
0
Pentair PLC
COMMON STOCK
G7S00T104
292660
4057953
SH
SOLE
4057953
0
0
PepsiCo Inc.
COMMON STOCK
713448108
265440
2971121
SH
SOLE
2971121
0
0
PMC-Sierra Inc.
COMMON STOCK
69344F106
20922
2749288
SH
SOLE
2749288
0
0
Potash Corporation of Saskatch
COMMON STOCK
73755L107
13286
350000
SH
SOLE
350000
0
0
Praxair Inc.
COMMON STOCK
74005P104
262582
1976681
SH
SOLE
1976681
0
0
Procter & Gamble Co.
COMMON STOCK
742718109
342640
4359837
SH
SOLE
4359837
0
0
PulteGroup Inc.
COMMON STOCK
745867101
23184
1150000
SH
SOLE
1150000
0
0
QUALCOMM Inc.
COMMON STOCK
747525103
330491
4172871
SH
SOLE
4172871
0
0
Questar Corp.
COMMON STOCK
748356102
232081
9358087
SH
SOLE
9358087
0
0
Regal-Beloit Corp.
COMMON STOCK
758750103
27726
352934
SH
SOLE
352934
0
0
Roche Holdings Ltd. (ADR)
COMMON STOCK
771195104
27229
730000
SH
SOLE
730000
0
0
SEI Investments Co.
COMMON STOCK
784117103
18673
569824
SH
SOLE
569824
0
0
Shaw Communications Inc.
COMMON STOCK
82028K200
254489
9917713
SH
SOLE
9917713
0
0
Sirona Dental Systems Inc.
COMMON STOCK
82966C103
11334
137452
SH
SOLE
137452
0
0
Spectra Energy Corp.
COMMON STOCK
847560109
200264
4714317
SH
SOLE
4714317
0
0
Synopsys Inc.
COMMON STOCK
871607107
6087
156800
SH
SOLE
156800
0
0
Sysco Corp.
COMMON STOCK
871829107
252237
6735296
SH
SOLE
6735296
0
0
Taiwan Semiconductor Manufacturing Co., LTD. (ADR)
COMMON STOCK
874039100
139
6500
SH
SOLE
6500
0
0
Target Corp.
COMMON STOCK
87612E106
22021
380000
SH
SOLE
380000
0
0
TCF Financial Corp.
COMMON STOCK
872275102
25727
1571617
SH
SOLE
1571617
0
0
Teleflex Inc.
COMMON STOCK
879369106
175735
1664161
SH
SOLE
1664161
0
0
Thermon Group Holdings Inc.
COMMON STOCK
88362T103
23301
885296
SH
SOLE
885296
0
0
Thomson Reuters Corp.
COMMON STOCK
884903105
259762
7144158
SH
SOLE
7144158
0
0
Toll Brothers Inc.
COMMON STOCK
889478103
9041
245000
SH
SOLE
245000
0
0
Trimble Navigation Ltd.
COMMON STOCK
896239100
13856
375000
SH
SOLE
375000
0
0
United Parcel Service Inc.
COMMON STOCK
911312106
246327
2399446
SH
SOLE
2399446
0
0
UTi Worldwide Inc.
COMMON STOCK
G87210103
36901
3568747
SH
SOLE
3568747
0
0
VCA Inc.
COMMON STOCK
918194101
25577
728884
SH
SOLE
728884
0
0
VeriSign Inc.
COMMON STOCK
92343E102
15096
309279
SH
SOLE
309279
0
0
Verisk Analytics Inc., Class A
COMMON STOCK
92345Y106
188820
3145945
SH
SOLE
3145945
0
0
Vivendi SA (ADR)
COMMON STOCK
92852T201
11614
475000
SH
SOLE
475000
0
0
Waste Management Inc.
COMMON STOCK
94106L109
205254
4588731
SH
SOLE
4588731
0
0
WD-40 Co.
COMMON STOCK
929236107
89051
1183870
SH
SOLE
1183870
0
0
Wells Fargo & Co.
COMMON STOCK
949746101
32850
625000
SH
SOLE
625000
0
0
Whole Foods Market Inc.
COMMON STOCK
966837106
7726
200000
SH
SOLE
200000
0
0
Xylem Inc.
COMMON STOCK
98419M100
304190
7783786
SH
SOLE
7783786
0
0