Benjamin Allen - Parnassus Investments, Llc Portfolio Q2'2025: Top Holdings & Recent Changes
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Parnassus Investments, led by Benjamin Allen, continues to showcase a commitment to sustainable value investing. Their Q2 2025 portfolio reflects strategic adjustments, with a focus on technology and industrial sectors. Notable changes include a significant reduction in Microsoft by 18.72% and additions to NVIDIA, Amazon, and Alphabet.
Portfolio Overview: Strategic Adjustments
Portfolio Highlights (Q2 2025): - Market Value: $43.4B - Top 10 Holdings: 38.6% of the portfolio - Portfolio Size: 148 positions +12 - Average Holding Period: 13 quarters - Turnover: 20.3%
Parnassus Investments' portfolio is characterized by a balanced approach, combining long-term holdings with strategic adjustments. The recent changes reflect a nuanced strategy, focusing on sectors with strong growth potential while maintaining a commitment to sustainability.
Holdings Overview: Key Positions
The portfolio is anchored by Microsoft at 6.0%, despite a reduction of 18.72%. NVIDIA saw a small addition of 0.20%, reflecting its growing importance in the tech sector. Amazon and Alphabet were added by 0.91% and 2.42%, respectively, highlighting a focus on digital leaders. Deere & Co. experienced a reduction of 2.44%, while Waste Management and Broadcom were reduced by 3.57% and 4.78%, respectively. Notably, Danaher Corporation saw a significant addition of 65.03%, indicating a strong belief in its growth prospects.
What the Portfolio Reveals
Parnassus Investments' recent moves suggest a strategic focus on quality over growth, emphasizing companies with strong fundamentals and sustainable practices. The portfolio's sector focus is diversified, with a notable presence in technology and industrials. This approach reflects a risk management strategy that prioritizes long-term stability over short-term gains.
Portfolio Concentration Analysis
| Position | Value | % of Portfolio | Recent Change |
|---|---|---|---|
| [Microsoft Corp](https://valuesense.io/ticker/microsoft) | $2,608.2M | 6.0% | Reduce 18.72% |
| [NVIDIA Corporation](https://valuesense.io/ticker/nvidia) | $2,276.6M | 5.3% | Add 0.20% |
| [Amazon Com Inc](https://valuesense.io/ticker/amazon) | $2,270.4M | 5.2% | Add 0.91% |
| [Alphabet Inc](https://valuesense.io/ticker/alphabet) | $1,743.7M | 4.0% | Add 2.42% |
| [Deere & Co](https://valuesense.io/ticker/deere) | $1,591.4M | 3.7% | Reduce 2.44% |
| [Waste Mgmt Inc Del](https://valuesense.io/ticker/waste-management) | $1,307.2M | 3.0% | Reduce 3.57% |
| [Broadcom Inc](https://valuesense.io/ticker/broadcom) | $1,250.8M | 2.9% | Reduce 4.78% |
| [Danaher Corporation](https://valuesense.io/ticker/danaher) | $1,248.0M | 2.9% | Add 65.03% |
| [Intercontinental Exchange Inc](https://valuesense.io/ticker/intercontinental-exchange) | $1,216.4M | 2.8% | Reduce 3.66% |
The concentration of the top 10 holdings at 38.6% indicates a balanced approach, allowing for diversification while maintaining significant positions in key companies. The recent adjustments reflect a dynamic strategy, adapting to market conditions while maintaining core holdings.
Investment Lessons from Parnassus Investments
Parnassus Investments' portfolio offers several key investment lessons: - Long-term Focus: The average holding period of 13 quarters highlights the importance of patience in investing. - Quality Over Growth: The emphasis on sustainable practices and strong fundamentals underscores the value of quality businesses. - Strategic Adjustments: Regular portfolio rebalancing demonstrates the need for ongoing assessment and adaptation to market conditions.
Looking Ahead: What Comes Next?
As Parnassus Investments continues to navigate the market, potential areas for new investments may include emerging technologies and sectors with strong ESG credentials. The current portfolio positioning sets up well for future growth, with a mix of established leaders and promising newcomers.
FAQ about Parnassus Investments Portfolio
Q: What is the significance of Parnassus Investments' focus on sustainability?
A: Parnassus Investments' emphasis on sustainability reflects a long-term strategy that aligns with growing investor interest in ESG practices, potentially leading to more stable returns.
Q: How does Parnassus Investments manage portfolio concentration?
A: The portfolio maintains a balanced approach, with the top 10 holdings accounting for 38.6% of the total, allowing for diversification while focusing on key positions.
Q: How can I track Parnassus Investments' portfolio changes?
A: You can track Parnassus Investments' portfolio changes through 13F filings and platforms like ValueSense, which provide detailed insights into superinvestor strategies.
Q: What sectors are Parnassus Investments most focused on?
A: Parnassus Investments has a notable presence in technology and industrials, reflecting a strategic focus on sectors with strong growth potential.
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