tradingkey.logo
avatar

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
240
$44.14B
37.22%
Latest2025Q3
Top BuysBSX (US)
Top SellsMDLZ (US)

Latest Changes

Indicators
Latest (2025Q3)
Previous (2025Q2)
Change
Mkt Value (report date)
44.14B
43.82B
+0.74%
Shares Held
240
259
-7.34%
Buys
70
75
-6.67%
Sells
101
97
+4.12%

Sector Allocation

No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Report Date
5.50%
-553.14K
$2.43B
$2.43B
4.69M
2025-09-30
5.24%
-2.02M
$2.31B
$2.31B
12.39M
2025-09-30
5.03%
-754.09K
$2.22B
$2.22B
9.14M
2025-09-30
4.96%
-378.54K
$2.19B
$2.19B
9.97M
2025-09-30
3.20%
-36.26K
$1.41B
$1.41B
3.09M
2025-09-30
2.81%
-99.40K
$1.24B
$1.24B
5.61M
2025-09-30
2.77%
-146.43K
$1.22B
$1.22B
6.17M
2025-09-30
2.74%
-15.63K
$1.21B
$1.21B
2.12M
2025-09-30
2.49%
-319.51K
$1.10B
$1.10B
18.07M
2025-09-30
2.48%
-132.83K
$1.09B
$1.09B
6.50M
2025-09-30

Latest Trades

No.
Name
Action
Shares Traded
% Change
Shares Held
Mkt Value (Date)
Report Date
Buy
+72.17K
+4.60%
1.47M
$102.98M
2025-12-31
Sell
-29.06K
-4.40%
620.66K
$49.17M
2025-12-31
National Grid Ord Shs (GB)
NG
New
+18.50K
+50.00%
18.50K
$284.40K
2025-12-31
4
Iberdrola Ord Shs (ES)
IBE
Sell
-1.73K
-7.90%
20.06K
$435.11K
2025-12-31
Sell
-1.44K
-2.90%
47.31K
$19.97M
2025-12-31
6
Natwest Group Ord Shs (GB)
NWG
Buy
+859.00
+1.80%
44.37K
$389.41K
2025-12-31
7
Tesco Ord Shs (GB)
TSCO
Buy
+569.00
+0.90%
60.12K
$357.69K
2025-12-31
8
Haleon Ord Shs (GB)
HLN
Buy
+535.00
+1.60%
32.16K
$162.29K
2025-12-31
9
NEC Ord Shs (JP)
6701
Buy
+461.00
+2.80%
15.56K
$529.67K
2025-12-31
10
CaixaBank Ord Shs (ES)
CABK
Buy
+243.00
+0.70%
33.35K
$409.18K
2025-12-31

Holding Performance

KeyAI