Chief Financial Officer

0001144204-14-007204.txt : 20140210 0001144204-14-007204.hdr.sgml : 20140210 20140210140443 ACCESSION NUMBER: 0001144204-14-007204 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20131231 FILED AS OF DATE: 20140210 DATE AS OF CHANGE: 20140210 EFFECTIVENESS DATE: 20140210 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: 14587743 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 12-31-2013 12-31-2013 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 02-10-2014 0 115 9803291 INFORMATION TABLE 2 infotable.xml InterMune Inc., 2.50%, due 09/15/18 CONVERTIBLE 45884XAE3 2227 2500000 PRN SOLE 2227 0 0 21Vianet Group (ADR) COMMON STOCK 90138A103 129 5500 SH SOLE 129 0 0 Abbott Laboratories COMMON STOCK 002824100 22346 583000 SH SOLE 22346 0 0 Accenture PLC COMMON STOCK G1151C101 84009 1021759 SH SOLE 84009 0 0 Adobe Systems Inc. COMMON STOCK 00724F101 5988 100000 SH SOLE 5988 0 0 ADT Corp. COMMON STOCK 00101J106 12141 300000 SH SOLE 12141 0 0 Agilent Technologies COMMON STOCK 00846U101 5719 100000 SH SOLE 5719 0 0 AGL Resources Inc. COMMON STOCK 001204106 91219 1931371 SH SOLE 91219 0 0 Air Lease Corp. COMMON STOCK 00912X302 39104 1258171 SH SOLE 39104 0 0 Allergan Inc. COMMON STOCK 018490102 270175 2432258 SH SOLE 270175 0 0 Altera Corp. COMMON STOCK 021441100 19518 600000 SH SOLE 19518 0 0 Apple Inc. COMMON STOCK 037833100 352324 627906 SH SOLE 352324 0 0 Applied Materials COMMON STOCK 038222105 375407 21221421 SH SOLE 375407 0 0 Autodesk Inc. COMMON STOCK 052769106 37642 747900 SH SOLE 37642 0 0 Blount International COMMON STOCK 095180105 38511 2661432 SH SOLE 38511 0 0 C.H. Robinson Inc. COMMON STOCK 12541W209 360429 6178081 SH SOLE 360429 0 0 Calgon Carbon Corp. COMMON STOCK 129603106 15966 776197 SH SOLE 15966 0 0 Cameron Int'l Corp. COMMON STOCK 13342B105 6560 110200 SH SOLE 6560 0 0 Capital One Fin Corp COMMON STOCK 14040H105 32559 425000 SH SOLE 32559 0 0 Cardinal Health Inc. COMMON STOCK 14149Y108 4710 70500 SH SOLE 4710 0 0 Charles Schwab Corp. COMMON STOCK 808513105 191837 7378360 SH SOLE 191837 0 0 Checkpoint Systems I COMMON STOCK 162825103 29353 1861335 SH SOLE 29353 0 0 Ciena Corp. COMMON STOCK 171779309 58877 2460394 SH SOLE 58877 0 0 Cigna Corp. COMMON STOCK 125509109 6561 75000 SH SOLE 6561 0 0 Cisco Systems Inc. COMMON STOCK 17275R102 4490 200000 SH SOLE 4490 0 0 Citrix Systems Inc. COMMON STOCK 177376100 16919 267500 SH SOLE 16919 0 0 Compass Minerals COMMON STOCK 20451N101 209539 2617602 SH SOLE 209539 0 0 Compuware Corp. COMMON STOCK 205638109 25027 2232560 SH SOLE 25027 0 0 Concho Resources Inc COMMON STOCK 20605P101 2657 24600 SH SOLE 2657 0 0 Corning Inc. COMMON STOCK 219350105 12029 675000 SH SOLE 12029 0 0 CVS Caremark Corp. COMMON STOCK 126650100 226535 3165219 SH SOLE 226535 0 0 Deere & Co. COMMON STOCK 244199105 7306 80000 SH SOLE 7306 0 0 DENTSPLY Intl Inc. COMMON STOCK 249030107 6007 123900 SH SOLE 6007 0 0 Dominion Diamond COMMON STOCK 257287102 50524 3518395 SH SOLE 50524 0 0 DR Horton Inc. COMMON STOCK 23331A109 18972 850000 SH SOLE 18972 0 0 Ecolab Inc. COMMON STOCK 278865100 2190 21000 SH SOLE 2190 0 0 Energen Corp. COMMON STOCK 29265N108 163646 2313014 SH SOLE 163646 0 0 Energy XXI (Bermuda) COMMON STOCK G10082140 21881 808606 SH SOLE 21881 0 0 Equifax Inc. COMMON STOCK 294429105 5182 75000 SH SOLE 5182 0 0 Equinix Inc. COMMON STOCK 29444U502 17745 100000 SH SOLE 17745 0 0 Essent Group Ltd. COMMON STOCK G3198U102 241 10000 SH SOLE 241 0 0 Expeditors Intl Inc. COMMON STOCK 302130109 261691 5913930 SH SOLE 261691 0 0 Express Scripts Hldg COMMON STOCK 30219G108 15804 225000 SH SOLE 15804 0 0 EZchip Semiconductor COMMON STOCK M4146Y108 41551 1688361 SH SOLE 41551 0 0 FedEx Corp. COMMON STOCK 31428X106 8626 60000 SH SOLE 8626 0 0 Finisar Corp. COMMON STOCK 31787A507 41898 1751581 SH SOLE 41898 0 0 First American Fincl COMMON STOCK 31847R102 38263 1356831 SH SOLE 38263 0 0 First Horizon Ntl. COMMON STOCK 320517105 10776 925000 SH SOLE 10776 0 0 Fiserv Inc. COMMON STOCK 337738108 4724 80000 SH SOLE 4724 0 0 Gentex Corp. COMMON STOCK 371901109 40388 1224264 SH SOLE 40388 0 0 Gilead Sciences Inc. COMMON STOCK 375558103 196437 2613931 SH SOLE 196437 0 0 Google Inc. COMMON STOCK 38259P508 168699 150529 SH SOLE 168699 0 0 Harman International COMMON STOCK 413086109 16436 200807 SH SOLE 16436 0 0 Harmonic Inc. COMMON STOCK 413160102 14174 1920636 SH SOLE 14174 0 0 IBM Corp. COMMON STOCK 459200101 32825 175000 SH SOLE 32825 0 0 Insperity Inc. COMMON STOCK 45778Q107 18760 519245 SH SOLE 18760 0 0 Intel Corp. COMMON STOCK 458140100 26998 1040000 SH SOLE 26998 0 0 InterMune Inc. COMMON STOCK 45884X103 16611 1127701 SH SOLE 16611 0 0 Intuit Inc. COMMON STOCK 461202103 36977 484500 SH SOLE 36977 0 0 Iron Mountain Inc. COMMON STOCK 462846106 254397 8382111 SH SOLE 254397 0 0 Lam Research Corp. COMMON STOCK 512807108 10890 200000 SH SOLE 10890 0 0 MasterCard Inc. COMMON STOCK 57636Q104 230564 275973 SH SOLE 230564 0 0 McCormick & Co. COMMON STOCK 579780206 117577 1705988 SH SOLE 117577 0 0 MDU Resources Group COMMON STOCK 552690109 202457 6627084 SH SOLE 202457 0 0 MICROS Systems Inc. COMMON STOCK 594901100 34368 599061 SH SOLE 34368 0 0 Mondelez Int'l Inc. COMMON STOCK 609207105 319627 9054595 SH SOLE 319627 0 0 Motorola Solutions COMMON STOCK 620076307 329532 4881950 SH SOLE 329532 0 0 MRC Global Inc. COMMON STOCK 55345K103 34819 1079322 SH SOLE 34819 0 0 Nat'l Oilwell Varco COMMON STOCK 637071101 227466 2860130 SH SOLE 227466 0 0 Noble Corp. PLC COMMON STOCK G65431101 4796 128000 SH SOLE 4796 0 0 Nordstrom Inc. COMMON STOCK 655664100 4912 79485 SH SOLE 4912 0 0 Northwest NaturalGas COMMON STOCK 667655104 85933 2006838 SH SOLE 85933 0 0 Novartis AG (ADR) COMMON STOCK 66987V109 165284 2056280 SH SOLE 165284 0 0 Novo-Nordisk (ADR) COMMON STOCK 670100205 4065 22000 SH SOLE 4065 0 0 Orient-Express Hotel COMMON STOCK G67743107 15506 1026193 SH SOLE 15506 0 0 Patterson Companies COMMON STOCK 703395103 138415 3359580 SH SOLE 138415 0 0 Paychex Inc. COMMON STOCK 704326107 1821 40000 SH SOLE 1821 0 0 Pentair Ltd. COMMON STOCK H6169Q108 257170 3311057 SH SOLE 257170 0 0 PepsiCo Inc. COMMON STOCK 713448108 204282 2463014 SH SOLE 204282 0 0 PMC-Sierra Inc. COMMON STOCK 69344F106 20796 3234268 SH SOLE 20796 0 0 Praxair Inc. COMMON STOCK 74005P104 131143 1008558 SH SOLE 131143 0 0 Procter & Gamble Co. COMMON STOCK 742718109 284678 3496840 SH SOLE 284678 0 0 PulteGroup Inc. COMMON STOCK 745867101 44491 2184161 SH SOLE 44491 0 0 QUALCOMM Inc. COMMON STOCK 747525103 253605 3415551 SH SOLE 253605 0 0 Questar Corp. COMMON STOCK 748356102 219400 9543274 SH SOLE 219400 0 0 Regal-Beloit Corp. COMMON STOCK 758750103 26017 352915 SH SOLE 26017 0 0 Riverbed Technology COMMON STOCK 768573107 89136 4930098 SH SOLE 89136 0 0 Roche Holdings (ADR) COMMON STOCK 771195104 23868 340000 SH SOLE 23868 0 0 Ryder System Inc. COMMON STOCK 783549108 5534 75000 SH SOLE 5534 0 0 SEI Investments Co. COMMON STOCK 784117103 6165 177500 SH SOLE 6165 0 0 Shaw Communications COMMON STOCK 82028K200 174071 7151656 SH SOLE 174071 0 0 Simpson Manufact Co. COMMON STOCK 829073105 6428 175000 SH SOLE 6428 0 0 Spectra Energy Corp. COMMON STOCK 847560109 167275 4696098 SH SOLE 167275 0 0 Synopsys Inc. COMMON STOCK 871607107 6240 153800 SH SOLE 6240 0 0 Sysco Corp. COMMON STOCK 871829107 197966 5483809 SH SOLE 197966 0 0 Taiwan Semi (ADR) COMMON STOCK 874039100 70 4000 SH SOLE 70 0 0 Target Corp. COMMON STOCK 87612E106 149307 2359832 SH SOLE 149307 0 0 TCF Financial Corp. COMMON STOCK 872275102 35683 2195847 SH SOLE 35683 0 0 Teleflex Inc. COMMON STOCK 879369106 156286 1665095 SH SOLE 156286 0 0 Teradata Corp. COMMON STOCK 88076W103 2616 57500 SH SOLE 2616 0 0 Thermon Group Inc. COMMON STOCK 88362T103 16271 595358 SH SOLE 16271 0 0 Thomson Reuters Corp COMMON STOCK 884903105 229191 6060039 SH SOLE 229191 0 0 Toll Brothers Inc. COMMON STOCK 889478103 20482 553557 SH SOLE 20482 0 0 Trimble Navigation COMMON STOCK 896239100 13013 375000 SH SOLE 13013 0 0 United Parcel Svc COMMON STOCK 911312106 163664 1557514 SH SOLE 163664 0 0 UTi Worldwide Inc. COMMON STOCK G87210103 36835 2097679 SH SOLE 36835 0 0 VCA Antech Inc. COMMON STOCK 918194101 36002 1148030 SH SOLE 36002 0 0 VeriSign Inc. COMMON STOCK 92343E102 9257 154859 SH SOLE 9257 0 0 Verisk Analytics Inc COMMON STOCK 92345Y106 68385 1040558 SH SOLE 68385 0 0 Vivendi SA (ADR) COMMON STOCK 92852T201 13185 500000 SH SOLE 13185 0 0 W&T Offshore Inc. COMMON STOCK 92922P106 118320 7395021 SH SOLE 118320 0 0 Waste Management Inc COMMON STOCK 94106L109 205073 4570380 SH SOLE 205073 0 0 WD-40 Co. COMMON STOCK 929236107 85449 1144201 SH SOLE 85449 0 0 Wells Fargo & Co. COMMON STOCK 949746101 28375 625000 SH SOLE 28375 0 0 Xylem Inc. COMMON STOCK 98419M100 269294 7783052 SH SOLE 269294 0 0