Chief Financial Officer

0001144204-13-058132.txt : 20131101 0001144204-13-058132.hdr.sgml : 20131101 20131101105733 ACCESSION NUMBER: 0001144204-13-058132 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20130930 FILED AS OF DATE: 20131101 DATE AS OF CHANGE: 20131101 EFFECTIVENESS DATE: 20131101 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: 131184750 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 09-30-2013 09-30-2013 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 10-31-2013 0 111 8723793 INFORMATION TABLE 2 infotable.xml Hologic Inc., 2.00%, due 12/15/37 CONVERTIBLE 436440AA9 1001 1000000 SH SOLE 1001 0 0 Apple Inc. COMMON STOCK 037833100 298324 625745 SH SOLE 298324 0 0 Abbott Laboratories COMMON STOCK 002824100 15765 475000 SH SOLE 15765 0 0 Accenture PLC COMMON STOCK G1151C101 11059 150170 SH SOLE 11059 0 0 Adobe Systems Inc. COMMON STOCK 00724F101 5194 100000 SH SOLE 5194 0 0 Autodesk Inc. COMMON STOCK 052769106 39437 957900 SH SOLE 39437 0 0 ADT Corp. COMMON STOCK 00101J106 10572 260000 SH SOLE 10572 0 0 Air Lease Corp. COMMON STOCK 00912X302 34109 1233161 SH SOLE 34109 0 0 Altera Corp. COMMON STOCK 021441100 14864 400000 SH SOLE 14864 0 0 Applied Materials COMMON STOCK 038222105 365699 20849427 SH SOLE 365699 0 0 Blount International COMMON STOCK 095180105 32136 2653700 SH SOLE 32136 0 0 Cardinal Health Inc. COMMON STOCK 14149Y108 12281 235500 SH SOLE 12281 0 0 Cameron Int'l Corp. COMMON STOCK 13342B105 4611 79000 SH SOLE 4611 0 0 Calgon Carbon Corp. COMMON STOCK 129603106 25940 1365971 SH SOLE 25940 0 0 Check Point Software COMMON STOCK M22465104 3226 57036 SH SOLE 3226 0 0 C.H. Robinson Inc. COMMON STOCK 12541W209 364778 6124553 SH SOLE 364778 0 0 Cigna Corp. COMMON STOCK 125509109 7686 100000 SH SOLE 7686 0 0 Ciena Corp. COMMON STOCK 171779309 61402 2458027 SH SOLE 61402 0 0 Checkpoint Systems I COMMON STOCK 162825103 25221 1510211 SH SOLE 25221 0 0 Compass Minerals COMMON STOCK 20451N101 185611 2433599 SH SOLE 185611 0 0 Capital One Fin Corp COMMON STOCK 14040H105 42619 620000 SH SOLE 42619 0 0 Coach Inc. COMMON STOCK 189754104 3708 68000 SH SOLE 3708 0 0 Compuware Corp. COMMON STOCK 205638109 6398 571289 SH SOLE 6398 0 0 Cisco Systems Inc. COMMON STOCK 17275R102 4684 200000 SH SOLE 4684 0 0 Citrix Systems Inc. COMMON STOCK 177376100 7873 111500 SH SOLE 7873 0 0 CVS Caremark Corp. COMMON STOCK 126650100 178974 3153735 SH SOLE 178974 0 0 Concho Resources Inc COMMON STOCK 20605P101 3155 29000 SH SOLE 3155 0 0 Deere & Co. COMMON STOCK 244199105 4070 50000 SH SOLE 4070 0 0 DR Horton Inc. COMMON STOCK 23331A109 15738 810000 SH SOLE 15738 0 0 Ecolab Inc. COMMON STOCK 278865100 2074 21000 SH SOLE 2074 0 0 Equifax Inc. COMMON STOCK 294429105 3890 65000 SH SOLE 3890 0 0 Energen Corp. COMMON STOCK 29265N108 175900 2302660 SH SOLE 175900 0 0 Express Scripts Hldg COMMON STOCK 30219G108 13592 220000 SH SOLE 13592 0 0 Edwards Lifesciences COMMON STOCK 28176E108 10445 150000 SH SOLE 10445 0 0 Expeditors Intl Inc. COMMON STOCK 302130109 251413 5706145 SH SOLE 251413 0 0 Energy XXI (Bermuda) COMMON STOCK G10082140 24383 807394 SH SOLE 24383 0 0 EZchip Semiconductor COMMON STOCK M4146Y108 40576 1646746 SH SOLE 40576 0 0 First American Fincl COMMON STOCK 31847R102 32956 1353413 SH SOLE 32956 0 0 FedEx Corp. COMMON STOCK 31428X106 6847 60000 SH SOLE 6847 0 0 First Horizon Ntl. COMMON STOCK 320517105 36779 3346629 SH SOLE 36779 0 0 Fiserv Inc. COMMON STOCK 337738108 4042 40000 SH SOLE 4042 0 0 Finisar Corp. COMMON STOCK 31787A507 53269 2353919 SH SOLE 53269 0 0 AGL Resources Inc. COMMON STOCK 001204106 87842 1908357 SH SOLE 87842 0 0 Gilead Sciences Inc. COMMON STOCK 375558103 163571 2602970 SH SOLE 163571 0 0 Corning Inc. COMMON STOCK 219350105 11672 800000 SH SOLE 11672 0 0 Gentex Corp. COMMON STOCK 371901109 31139 1216853 SH SOLE 31139 0 0 Google Inc. COMMON STOCK 38259P508 157852 180215 SH SOLE 157852 0 0 Harman International COMMON STOCK 413086109 13723 207202 SH SOLE 13723 0 0 Harmonic Inc. COMMON STOCK 413160102 19822 2577606 SH SOLE 19822 0 0 Intel Corp. COMMON STOCK 458140100 23608 1030000 SH SOLE 23608 0 0 Intuit Inc. COMMON STOCK 461202103 37100 559500 SH SOLE 37100 0 0 Intrepid Potash Inc. COMMON STOCK 46121Y102 19167 1222393 SH SOLE 19167 0 0 Iron Mountain Inc. COMMON STOCK 462846106 221077 8181982 SH SOLE 221077 0 0 InterMune Inc. COMMON STOCK 45884X103 20223 1315768 SH SOLE 20223 0 0 Nordstrom Inc. COMMON STOCK 655664100 3934 70000 SH SOLE 3934 0 0 Lam Research Corp. COMMON STOCK 512807108 8958 175000 SH SOLE 8958 0 0 MasterCard Inc. COMMON STOCK 57636Q104 185233 275325 SH SOLE 185233 0 0 MICROS Systems Inc. COMMON STOCK 594901100 29787 596451 SH SOLE 29787 0 0 Mondelez Int'l Inc. COMMON STOCK 609207105 283089 9009820 SH SOLE 283089 0 0 MDU Resources Group COMMON STOCK 552690109 201496 7203989 SH SOLE 201496 0 0 McCormick & Co. COMMON STOCK 579780206 108931 1683633 SH SOLE 108931 0 0 MRC Global Inc. COMMON STOCK 55345K103 26516 989410 SH SOLE 26516 0 0 Motorola Solutions COMMON STOCK 620076307 288045 4850872 SH SOLE 288045 0 0 Noble Corp. COMMON STOCK H5833N103 4835 128000 SH SOLE 4835 0 0 Nat'l Oilwell Varco COMMON STOCK 637071101 222487 2848375 SH SOLE 222487 0 0 Insperity Inc. COMMON STOCK 45778Q107 23405 622472 SH SOLE 23405 0 0 Novo-Nordisk (ADR) COMMON STOCK 670100205 2538 15000 SH SOLE 2538 0 0 Novartis AG (ADR) COMMON STOCK 66987V109 156265 2037090 SH SOLE 156265 0 0 Northwest NaturalGas COMMON STOCK 667655104 70062 1668935 SH SOLE 70062 0 0 Orient-Express Hotel COMMON STOCK G67743107 13293 1024093 SH SOLE 13293 0 0 Paychex Inc. COMMON STOCK 704326107 145557 3581625 SH SOLE 145557 0 0 Patterson Companies COMMON STOCK 703395103 133769 3327580 SH SOLE 133769 0 0 PepsiCo Inc. COMMON STOCK 713448108 196975 2477670 SH SOLE 196975 0 0 Procter & Gamble Co. COMMON STOCK 742718109 263354 3483980 SH SOLE 263354 0 0 PulteGroup Inc. COMMON STOCK 745867101 36038 2184147 SH SOLE 36038 0 0 PMC-Sierra Inc. COMMON STOCK 69344F106 21374 3228768 SH SOLE 21374 0 0 Pentair Ltd. COMMON STOCK H6169Q108 214823 3308022 SH SOLE 214823 0 0 Praxair Inc. COMMON STOCK 74005P104 120354 1001200 SH SOLE 120354 0 0 QUALCOMM Inc. COMMON STOCK 747525103 224297 3329830 SH SOLE 224297 0 0 Regal-Beloit Corp. COMMON STOCK 758750103 23973 352910 SH SOLE 23973 0 0 Roche Holdings (ADR) COMMON STOCK 771195104 21947 325000 SH SOLE 21947 0 0 Riverbed Technology COMMON STOCK 768573107 70423 4826775 SH SOLE 70423 0 0 Charles Schwab Corp. COMMON STOCK 808513105 155528 7357040 SH SOLE 155528 0 0 Spectra Energy Corp. COMMON STOCK 847560109 159971 4673416 SH SOLE 159971 0 0 SEI Investments Co. COMMON STOCK 784117103 4637 150000 SH SOLE 4637 0 0 Shaw Communications COMMON STOCK 82028K200 163271 7025434 SH SOLE 163271 0 0 Scripps Networks COMMON STOCK 811065101 2812 36000 SH SOLE 2812 0 0 Synopsys Inc. COMMON STOCK 871607107 5467 145000 SH SOLE 5467 0 0 Simpson Manufact Co. COMMON STOCK 829073105 6514 200000 SH SOLE 6514 0 0 Questar Corp. COMMON STOCK 748356102 212184 9434606 SH SOLE 212184 0 0 Sysco Corp. COMMON STOCK 871829107 174038 5467735 SH SOLE 174038 0 0 TCF Financial Corp. COMMON STOCK 872275102 35022 2452494 SH SOLE 35022 0 0 Teradata Corp. COMMON STOCK 88076W103 2744 49500 SH SOLE 2744 0 0 Teleflex Inc. COMMON STOCK 879369106 136535 1659400 SH SOLE 136535 0 0 Target Corp. COMMON STOCK 87612E106 150520 2352610 SH SOLE 150520 0 0 Thermon Group Inc. COMMON STOCK 88362T103 13502 584258 SH SOLE 13502 0 0 Toll Brothers Inc. COMMON STOCK 889478103 17789 548549 SH SOLE 17789 0 0 Thomson Reuters Corp COMMON STOCK 884903105 207829 5936278 SH SOLE 207829 0 0 Trimble Navigation COMMON STOCK 896239100 11141 375000 SH SOLE 11141 0 0 United Parcel Svc COMMON STOCK 911312106 141792 1551840 SH SOLE 141792 0 0 UTi Worldwide Inc. COMMON STOCK G87210103 29900 1978831 SH SOLE 29900 0 0 Vivendi SA (ADR) COMMON STOCK 92852T201 11475 500000 SH SOLE 11475 0 0 Verisk Analytics Inc COMMON STOCK 92345Y106 67309 1036160 SH SOLE 67309 0 0 VeriSign Inc. COMMON STOCK 92343E102 7881 154859 SH SOLE 7881 0 0 WD-40 Co. COMMON STOCK 929236107 73486 1132300 SH SOLE 73486 0 0 Wells Fargo & Co. COMMON STOCK 949746101 25825 625000 SH SOLE 25825 0 0 Waste Management Inc COMMON STOCK 94106L109 200451 4860585 SH SOLE 200451 0 0 VCA Antech Inc. COMMON STOCK 918194101 31445 1145118 SH SOLE 31445 0 0 W&T Offshore Inc. COMMON STOCK 92922P106 130347 7355936 SH SOLE 130347 0 0 DENTSPLY Intl Inc. COMMON STOCK 249030107 4775 110000 SH SOLE 4775 0 0 Xylem Inc. COMMON STOCK 98419M100 188748 6757902 SH SOLE 188748 0 0