 | |
Jerome Dodson | PARNXMutual Fund | |
| Parnassus Mid Cap Growth Fund | |
| Last update 2024-10-10 | 39 Stocks (3 new) |
| Value $874.00 Mil | Turnover 10 % |
| Portfolio Report | |
Jerome Dodson Profile
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.
Prior to founding Parnassus Investments in 1984, he served as President and Chief Executive Officer of Continental Savings of America from 1976 to 1982, where he started the "Solar T-Bill" program to finance solar energy installations and also developed innovative programs to finance low and moderate income housing. Mr. Dodson received his bachelor's degree in political science from the University of California, Berkeley and his master's degree in business administration from Harvard Business School. Affiliated Managers Group gained control of Parnassus in mid-2021 after acquiring a majority stake in the firm.
Prior to founding Parnassus Investments in 1984, he served as President and Chief Executive Officer of Continental Savings of America from 1976 to 1982, where he started the "Solar T-Bill" program to finance solar energy installations and also developed innovative programs to finance low and moderate income housing. Mr. Dodson received his bachelor's degree in political science from the University of California, Berkeley and his master's degree in business administration from Harvard Business School. Affiliated Managers Group gained control of Parnassus in mid-2021 after acquiring a majority stake in the firm.
Jerome Dodson Investing Philosophy
The Parnassus Mid Cap Growth Fund invests in U.S. mid-cap companies with long-term competitive advantages, quality management teams and good ESG practices. It also looks for companies that are gaining market share and have long runways for growth through established business models and proven financials. It also avoids highly leveraged companies and those associated with the production of fossil fuels, tobacco, alcohol and certain other industries.
Jerome Dodson Top Holdings of 2024-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GWRE | Guidewire Software Inc | 300,843 | 55036.220 | -9.40% | 6.290 | -0.52% | 0.360 | +34.14% | +79.36% | 16332.167 | Software | |
EFX | Equifax Inc | 147,699 | 43402.830 | 0% | 4.960 | 0% | 0.120 | -5.44% | +8.78% | 33190.631 | Business Services | |
TT | Trane Technologies PLC | 89,740 | 34884.630 | 0% | 3.990 | 0% | 0.040 | +23.66% | +69.73% | 92516.310 | Construction | |
TER | Teradyne Inc | 223,335 | 29911.260 | -18.98% | 3.420 | -0.94% | 0.140 | -11.30% | +0.18% | 17642.780 | Semiconductors | |
MELI | MercadoLibre Inc | 14,467 | 29685.710 | 0% | 3.390 | 0% | 0.030 | +4.06% | +25.93% | 100248.484 | Retail - Cyclical | |
A | Agilent Technologies Inc | 198,841 | 29523.910 | -7.78% | 3.380 | -0.26% | 0.070 | -0.98% | -3.08% | 38407.089 | Medical Diagnostics & Research | |
ROST | Ross Stores Inc | 191,397 | 28807.160 | 0% | 3.290 | 0% | 0.060 | +0.28% | +2.45% | 46549.605 | Retail - Cyclical | |
KLAC | KLA Corp | 35,771 | 27701.420 | 0% | 3.170 | 0% | 0.030 | -12.21% | +14.90% | 88920.824 | Semiconductors | |
SHW | Sherwin-Williams Co | 72,133 | 27531.000 | 0% | 3.150 | 0% | 0.030 | +12.12% | +23.95% | 96628.551 | Chemicals | |
MTD | Mettler-Toledo International Inc | 17,848 | 26766.650 | 0% | 3.060 | 0% | 0.080 | -8.71% | +3.72% | 26609.829 | Medical Diagnostics & Research |
Jerome Dodson's Historical Top Holdings Breakdowns
Jerome Dodson's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
JBHT | JB Hunt Transport Services Inc | 2024-09-30 | New Buy | +2.43% | 155.54 ($168.03) 176.97 | $192.54 | 14.59% | New holding | 123,265 | 123,265 | |
ADSK | Autodesk Inc | 2024-09-30 | New Buy | +2.15% | 225.72 ($251.72) 275.48 | $309.71 | 23.04% | New holding | 68,094 | 68,094 | |
IQV | IQVIA Holdings Inc | 2024-09-30 | Sold Out | -2.13% | 206.81 ($236.05) 251.55 | $213.57 | -9.52% | Sold Out | 0 | -83,124 | |
BILL | BILL Holdings Inc | 2024-09-30 | Sold Out | -2.02% | 43.97 ($51.49) 56.02 | $89.01 | 72.87% | Sold Out | 0 | -317,035 | |
LPLA | LPL Financial Holdings Inc | 2024-09-30 | Sold Out | -1.92% | 193 ($225.33) 282.1 | $317.10 | 40.73% | Sold Out | 0 | -56,840 | |
NTR | Nutrien Ltd | 2024-09-30 | Sold Out | -1.91% | 45.25 ($48.2) 52.2 | $46.99 | -2.51% | Sold Out | 0 | -310,046 | |
CTAS | Cintas Corp | 2024-09-30 | Reduce | -1.24% | 173.53 ($192.98) 207.77 | $224.73 | 16.45% | Reduce -47.76% | 64,207 | -58,705 | |
NET | Cloudflare Inc | 2024-09-30 | New Buy | +1.21% | 74.4 ($80.39) 86.96 | $90.91 | 13.09% | New holding | 130,793 | 130,793 | |
CSGP | CoStar Group Inc | 2024-09-30 | Reduce | -1.13% | 71.59 ($75.84) 79.61 | $75.42 | -0.55% | Reduce -36.13% | 222,397 | -125,810 | |
TER | Teradyne Inc | 2024-09-30 | Reduce | -0.94% | 114.25 ($134.79) 163 | $108.35 | -19.62% | Reduce -18.98% | 223,335 | -52,317 |
Jerome Dodson Total Holding History ($B)
Jerome Dodson's Asset Allocation
Jerome Dodson Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Jerome Dodson's Hypothetical Growth since 2024-09-30
Jerome Dodson's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Jerome Dodson's Holdings Heat Map
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Jerome Dodson's Holdings Bubble Chart
Jerome Dodson News
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