Chief Financial Officer

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