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Jerome Dodson | PARNX

Parnassus Investments, LLC

Jerome L. Dodson is the Founder and President of Parnassus Investments. He was the lead Portfolio Manager of the Parnassus Fund and the Parnassus Asia Fund and the sole Portfolio Manager of the Parnassus Endeavor Fund (now the Parnassus Value Equity Fund) until he stopped managing money for the firm at the end of 2020, though he remains Chairman of the Board.

Shares Held
Asset Size
% Top 10
249
$39.46B
37.76%
Latest2025Q3
Top BuysHD (US)
Top SellsBALL (US)

Latest Changes

Indicators
Latest (2025Q3)
Previous (2025Q2)
Change
Mkt Value (report date)
39.46B
43.82B
-9.95%
Shares Held
249
259
-3.86%
Buys
87
75
+16.00%
Sells
86
97
-11.34%

Sector Allocation

No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Report Date
Watchlist
5.52%
-184.93K
$2.18B
$2.33B
4.51M
2025-12-31
5.47%
-2.24M
$2.16B
$1.68B
6.90M
2025-12-31
4.61%
-2.08M
$1.82B
$1.73B
7.89M
2025-12-31
4.54%
-2.79M
$1.79B
$1.79B
9.60M
2025-12-31
3.48%
+1.52M
$1.37B
$1.29B
5.05M
2025-12-31
3.12%
-451.32K
$1.23B
$1.21B
2.64M
2025-12-31
2.94%
-336.03K
$1.16B
$1.17B
5.28M
2025-12-31
2.75%
+382.11K
$1.09B
$770.93M
1.01M
2025-12-31
2.71%
-1.51M
$1.07B
$924.80M
4.66M
2025-12-31
2.62%
-313.78K
$1.03B
$1.03B
1.81M
2025-12-31

Latest Trades

No.
Name
Action
Shares Traded
% Change
Shares Held
Mkt Value (Date)
Report Date
Watchlist
Astrazeneca Ord Shs (GB)
AZN
New
+639.98K
+50.00%
639.98K
$134.09M
2026-02-28
Buy
+41.23K
+14.30%
245.72K
$50.04M
2026-02-28
Tesco Ord Shs (GB)
TSCO
Buy
+2.04K
+3.00%
65.82K
$426.52K
2026-02-28
New
+1.98K
+50.00%
1.98K
$333.70K
2026-02-28
5
Haleon Ord Shs (GB)
HLN
Buy
+1.73K
+2.70%
62.13K
$339.90K
2026-02-28
6
Natwest Group Ord Shs (GB)
NWG
Buy
+1.47K
+2.90%
48.53K
$404.95K
2026-02-28
7
CaixaBank Ord Shs (ES)
CABK
Buy
+1.06K
+2.80%
36.44K
$452.88K
2026-02-28
8
Iberdrola Ord Shs (ES)
IBE
Buy
+690.00
+3.00%
21.97K
$520.38K
2026-02-28
9
National Grid Ord Shs (GB)
NG
Buy
+555.00
+2.60%
20.18K
$378.52K
2026-02-28
10
Mitsubishi UFJ Financial Group Ord Shs (JP)
8306
Buy
+500.00
+2.70%
17.97K
$341.73K
2026-02-28

Holding Performance

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