Chief Financial Officer

0001144204-15-007390.txt : 20150210 0001144204-15-007390.hdr.sgml : 20150210 20150210134536 ACCESSION NUMBER: 0001144204-15-007390 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20141231 FILED AS OF DATE: 20150210 DATE AS OF CHANGE: 20150210 EFFECTIVENESS DATE: 20150210 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: 15592531 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 12-31-2014 12-31-2014 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 02-10-2015 0 110 13241196 INFORMATION TABLE 2 infotable.xml Exelixis Inc., 4.25%, due 08/15/19 CONVERTIBLE 30161QAC8 307 550000 PRN SOLE 550000 0 0 Accenture PLC COMMON STOCK G1151C101 193627 2168030 SH SOLE 2168030 0 0 Actavis PLC COMMON STOCK G0083B108 218026 847000 SH SOLE 847000 0 0 AGL Resources Inc. COMMON STOCK 001204106 130374 2391752 SH SOLE 2391752 0 0 Air Lease Corp. COMMON STOCK 00912X302 48772 1421500 SH SOLE 1421500 0 0 Alibaba Group Holding Ltd. (ADR) COMMON STOCK 01609W102 114 1100 SH SOLE 1100 0 0 Allergan Inc. COMMON STOCK 018490102 451690 2124700 SH SOLE 2124700 0 0 Altera Corp. COMMON STOCK 021441100 48022 1300000 SH SOLE 1300000 0 0 Apple Inc. COMMON STOCK 037833100 277849 2517208 SH SOLE 2517208 0 0 Applied Materials Inc. COMMON STOCK 038222105 519208 20835005 SH SOLE 20835005 0 0 Autodesk Inc. COMMON STOCK 052769106 5766 96000 SH SOLE 96000 0 0 Belmond Ltd. COMMON STOCK G1154H107 25668 2075000 SH SOLE 2075000 0 0 Blount International Inc. COMMON STOCK 095180105 22841 1300000 SH SOLE 1300000 0 0 C.H. Robinson Worldwide Inc. COMMON STOCK 12541W209 51300 685000 SH SOLE 685000 0 0 Cameron International Corp. COMMON STOCK 13342B105 6269 125500 SH SOLE 125500 0 0 Capital One Financial Corp. COMMON STOCK 14040H105 33020 400000 SH SOLE 400000 0 0 Cardinal Health Inc. COMMON STOCK 14149Y108 7669 95000 SH SOLE 95000 0 0 Charles Schwab Corp. COMMON STOCK 808513105 272205 9016400 SH SOLE 9016400 0 0 Checkpoint Systems Inc. COMMON STOCK 162825103 29900 2177709 SH SOLE 2177709 0 0 Ciena Corp. COMMON STOCK 171779309 72302 3725000 SH SOLE 3725000 0 0 Citrix Systems Inc. COMMON STOCK 177376100 9570 150000 SH SOLE 150000 0 0 Compass Minerals International Inc. COMMON STOCK 20451N101 200225 2305946 SH SOLE 2305946 0 0 Corning Inc. COMMON STOCK 219350105 15478 675000 SH SOLE 675000 0 0 Covisint Corp. COMMON STOCK 22357R103 5870 2215000 SH SOLE 2215000 0 0 CVS Health Corp. COMMON STOCK 126650100 340772 3538280 SH SOLE 3538280 0 0 D.R. Horton Inc. COMMON STOCK 23331A109 20232 800000 SH SOLE 800000 0 0 Deere & Co. COMMON STOCK 244199105 885 10000 SH SOLE 10000 0 0 Denbury Resources Inc. COMMON STOCK 247916208 10976 1350000 SH SOLE 1350000 0 0 DENTSPLY International Inc. COMMON STOCK 249030107 7419 139270 SH SOLE 139270 0 0 Dominion Diamond Corp. COMMON STOCK 257287102 37069 2063968 SH SOLE 2063968 0 0 eBay Inc. COMMON STOCK 278642103 353562 6300100 SH SOLE 6300100 0 0 Ecolab Inc. COMMON STOCK 278865100 2195 21000 SH SOLE 21000 0 0 Energen Corp. COMMON STOCK 29265N108 198606 3114900 SH SOLE 3114900 0 0 Equifax Inc. COMMON STOCK 294429105 5661 70000 SH SOLE 70000 0 0 Equinix Inc. COMMON STOCK 29444U502 13604 60000 SH SOLE 60000 0 0 Essent Group Ltd. COMMON STOCK G3198U102 38565 1500000 SH SOLE 1500000 0 0 Expeditors International of Washington Inc. COMMON STOCK 302130109 284204 6370867 SH SOLE 6370867 0 0 EZchip Semiconductor Ltd. COMMON STOCK M4146Y108 14355 750000 SH SOLE 750000 0 0 Finisar Corp. COMMON STOCK 31787A507 21351 1100000 SH SOLE 1100000 0 0 First American Financial Corp. COMMON STOCK 31847R102 15764 465000 SH SOLE 465000 0 0 First Horizon National Corp. COMMON STOCK 320517105 40892 3011200 SH SOLE 3011200 0 0 Fiserv Inc. COMMON STOCK 337738108 7629 107500 SH SOLE 107500 0 0 Genesee & Wyoming Inc., Class A COMMON STOCK 371559105 9217 102500 SH SOLE 102500 0 0 GenMark Diagnostics Inc. COMMON STOCK 372309104 19054 1400000 SH SOLE 1400000 0 0 Gentex Corp. COMMON STOCK 371901109 12646 350000 SH SOLE 350000 0 0 Gilead Sciences Inc. COMMON STOCK 375558103 363638 3857820 SH SOLE 3857820 0 0 Google Inc., Class A COMMON STOCK 38259P508 189233 356600 SH SOLE 356600 0 0 Google Inc., Class C COMMON STOCK 38259P706 352264 669195 SH SOLE 669195 0 0 Graco Inc. COMMON STOCK 384109104 10824 135000 SH SOLE 135000 0 0 Group 1 Automotive Inc. COMMON STOCK 398905109 24646 275000 SH SOLE 275000 0 0 Harman International Industries Inc. COMMON STOCK 413086109 10671 100000 SH SOLE 100000 0 0 Insperity Inc. COMMON STOCK 45778Q107 26020 767773 SH SOLE 767773 0 0 Intel Corp. COMMON STOCK 458140100 14516 400000 SH SOLE 400000 0 0 International Business Machine COMMON STOCK 459200101 58561 365000 SH SOLE 365000 0 0 Intuit Inc. COMMON STOCK 461202103 18567 201400 SH SOLE 201400 0 0 Iron Mountain Inc. COMMON STOCK 46284V101 408125 10556778 SH SOLE 10556778 0 0 Lam Research Corp. COMMON STOCK 512807108 35703 450000 SH SOLE 450000 0 0 Linear Technology Corp. COMMON STOCK 535678106 228 5000 SH SOLE 5000 0 0 LinkedIn Corp. COMMON STOCK 53578A108 11486 50000 SH SOLE 50000 0 0 MasterCard Inc., Class A COMMON STOCK 57636Q104 238613 2769413 SH SOLE 2769413 0 0 McCormick & Co. COMMON STOCK 579780206 196249 2641301 SH SOLE 2641301 0 0 MDU Resources Group Inc. COMMON STOCK 552690109 237311 10098329 SH SOLE 10098329 0 0 Mindray Medical International Ltd. (ADR) COMMON STOCK 602675100 140 5300 SH SOLE 5300 0 0 Mondelez International Inc. COMMON STOCK 609207105 334091 9197270 SH SOLE 9197270 0 0 Motorola Solutions Inc. COMMON STOCK 620076307 457912 6826360 SH SOLE 6826360 0 0 MRC Global Inc. COMMON STOCK 55345K103 23807 1571400 SH SOLE 1571400 0 0 National Oilwell Varco Inc. COMMON STOCK 637071101 356278 5436870 SH SOLE 5436870 0 0 Nordstrom Inc. COMMON STOCK 655664100 6177 77800 SH SOLE 77800 0 0 Northwest Natural Gas Co. COMMON STOCK 667655104 126790 2540885 SH SOLE 2540885 0 0 Novartis AG (ADR) COMMON STOCK 66987V109 253576 2736630 SH SOLE 2736630 0 0 Patterson Companies Inc. COMMON STOCK 703395103 247716 5150014 SH SOLE 5150014 0 0 Pentair PLC COMMON STOCK G7S00T104 457433 6886977 SH SOLE 6886977 0 0 PepsiCo Inc. COMMON STOCK 713448108 280772 2969250 SH SOLE 2969250 0 0 Perrigo Co. PLC COMMON STOCK G97822103 335875 2009300 SH SOLE 2009300 0 0 Plantronics Inc. COMMON STOCK 727493108 12725 240000 SH SOLE 240000 0 0 PMC-Sierra Inc. COMMON STOCK 69344F106 11450 1250000 SH SOLE 1250000 0 0 Potash Corporation of Saskatchewan Inc. COMMON STOCK 73755L107 15894 450000 SH SOLE 450000 0 0 Praxair Inc. COMMON STOCK 74005P104 273960 2114540 SH SOLE 2114540 0 0 Procter & Gamble Co. COMMON STOCK 742718109 397949 4368745 SH SOLE 4368745 0 0 PulteGroup Inc. COMMON STOCK 745867101 21460 1000000 SH SOLE 1000000 0 0 QUALCOMM Inc. COMMON STOCK 747525103 440584 5927400 SH SOLE 5927400 0 0 Questar Corp. COMMON STOCK 748356102 243025 9613341 SH SOLE 9613341 0 0 Redwood Trust Inc. COMMON STOCK 758075402 22024 1117972 SH SOLE 1117972 0 0 Regal-Beloit Corp. COMMON STOCK 758750103 15792 210000 SH SOLE 210000 0 0 Riverbed Technology Inc. COMMON STOCK 768573107 39800 1950000 SH SOLE 1950000 0 0 Roche Holdings Ltd. (ADR) COMMON STOCK 771195104 7478 220000 SH SOLE 220000 0 0 SEI Investments Co. COMMON STOCK 784117103 21421 535000 SH SOLE 535000 0 0 Shaw Communications Inc. COMMON STOCK 82028K200 267563 9913404 SH SOLE 9913404 0 0 Sirona Dental Systems Inc. COMMON STOCK 82966C103 10921 125000 SH SOLE 125000 0 0 Sotheby's COMMON STOCK 835898107 23749 550000 SH SOLE 550000 0 0 Spectra Energy Corp. COMMON STOCK 847560109 171024 4711400 SH SOLE 4711400 0 0 Synopsys Inc. COMMON STOCK 871607107 7951 182900 SH SOLE 182900 0 0 Sysco Corp. COMMON STOCK 871829107 276991 6978850 SH SOLE 6978850 0 0 Taiwan Semiconductor Manufacturing Co., LTD. (ADR) COMMON STOCK 874039100 295 13200 SH SOLE 13200 0 0 Target Corp. COMMON STOCK 87612E106 43648 575000 SH SOLE 575000 0 0 Teleflex Inc. COMMON STOCK 879369106 104328 908620 SH SOLE 908620 0 0 Thomson Reuters Corp. COMMON STOCK 884903105 286607 7104790 SH SOLE 7104790 0 0 Toll Brothers Inc. COMMON STOCK 889478103 8396 245000 SH SOLE 245000 0 0 United Parcel Service Inc. COMMON STOCK 911312106 266740 2399390 SH SOLE 2399390 0 0 UTi Worldwide Inc. COMMON STOCK G87210103 28968 2400000 SH SOLE 2400000 0 0 VCA Inc. COMMON STOCK 918194101 4877 100000 SH SOLE 100000 0 0 VeriSign Inc. COMMON STOCK 92343E102 8550 150000 SH SOLE 150000 0 0 Verisk Analytics Inc., Class A COMMON STOCK 92345Y106 231690 3617330 SH SOLE 3617330 0 0 W&T Offshore Inc. COMMON STOCK 92922P106 25140 3425000 SH SOLE 3425000 0 0 W.W. Grainger Inc. COMMON STOCK 384802104 14019 55000 SH SOLE 55000 0 0 Waste Management Inc. COMMON STOCK 94106L109 235365 4586218 SH SOLE 4586218 0 0 WD-40 Co. COMMON STOCK 929236107 104545 1228789 SH SOLE 1228789 0 0 Wells Fargo & Co. COMMON STOCK 949746101 49886 910000 SH SOLE 910000 0 0 Whole Foods Market Inc. COMMON STOCK 966837106 69832 1385000 SH SOLE 1385000 0 0 Xylem Inc. COMMON STOCK 98419M100 298597 7843373 SH SOLE 7843373 0 0