Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Dec 31, 2024Fund LettersMar Vista Global Equity FundCRM Salesforce, Inc. Information TechnologySoftware Bull NYSEAgentforce, Cloud computing, CRM, Enterprise software, generative AI, SaaS, subscription revenue
Dec 31, 2024Fund LettersMar Vista Global Equity FundAVGO Broadcom Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI accelerators, custom silicon, data center, semiconductors, Software, technology, Vmware
Dec 31, 2024Fund LettersMar Vista’s U.S. QualityMCHP Microchip Technology Incorporated Information TechnologySemiconductors & Semiconductor Equipment Bear NASDAQCyclical Recovery, Embedded Control, execution challenges, Inventory Correction, Management Change, semiconductors
Dec 31, 2024Fund LettersMar Vista’s U.S. QualityGXO GXO Logistics, Inc. IndustrialsAir Freight & Logistics Bear NYSEE-commerce Fulfillment, Logistics Services, Management Transition, Operational Execution, supply chain, Warehousing
Dec 31, 2024Fund LettersMar Vista’s U.S. QualityDIS The Walt Disney Company Communication ServicesEntertainment Neutral NYSEContent Distribution, Digital platforms, entertainment, Media Transformation, Streaming, Traditional Media
Dec 31, 2024Fund LettersMar Vista’s U.S. QualityDHR Danaher Corporation Health CareLife Sciences Tools & Services Bull NYSEBiologic Therapeutics, diagnostics, Healthcare Technology, Life Sciences Tools, Molecular Diagnostics, Scientific Research
Dec 31, 2024Fund LettersMar Vista’s U.S. QualityMTD Mettler-Toledo International Inc. Health CareLife Sciences Tools & Services Bull NYSEBiologic Therapeutics, Healthcare Equipment, Life Sciences Tools, Molecular Diagnostics, Precision Instruments, Scientific Research
Dec 31, 2024Fund LettersMar Vista’s U.S. QualityAMT American Tower Corporation Real EstateSpecialized REITs Bull NYSE5G Deployment, Cell Towers, Edge computing, global expansion, REIT, telecommunications infrastructure
Dec 31, 2024Fund LettersMar Vista’s U.S. QualityAMZN Amazon.com, Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQAI implementation, AWS, Cloud computing, e-commerce, Logistics, operating leverage, Prime Video
Dec 31, 2024Fund LettersMar Vista’s U.S. QualityCRM Salesforce, Inc. Information TechnologySoftware Bull NYSEAgentforce, CRM, Enterprise software, generative AI, Multi Cloud, SaaS, subscription revenue
Dec 31, 2024Fund LettersMar Vista’s U.S. QualityAVGO Broadcom Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI accelerators, custom silicon, data center, growth, semiconductors, software integration, Vmware
Dec 31, 2024Fund LettersParnassus Core Equity FundVRTX Vertex Pharmaceuticals Inc. Health CareBiotechnology Bull NASDAQAcquisitions, biotechnology, Clinical Outcomes, Cystic fibrosis, Diabetes, innovation, pipeline, rare diseases
Dec 31, 2024Fund LettersParnassus Core Equity FundKLAC KLA Corp. Information TechnologySemiconductor Equipment Bull NASDAQAdvanced Semiconductors, China risk, manufacturing, Metrology, process control, semiconductor equipment, switching costs, technology
Dec 31, 2024Fund LettersParnassus Core Equity FundWDAY Workday Inc. Information TechnologyApplication Software Bull NASDAQCloud Applications, Enterprise software, Finance, Human Resources, Partnerships, Product Stickiness, SaaS, technology
Dec 31, 2024Fund LettersParnassus Core Equity FundLLY Eli Lilly & Co. Health CarePharmaceuticals Bull NYSEBiotech, Diabetes, GLP-1, healthcare, innovation, Obesity, pharmaceuticals, pipeline
Dec 31, 2024Fund LettersParnassus Core Equity FundFERG Ferguson Enterprises Inc. IndustrialsTrading Companies & Distributors Bull NYSEconstruction, Distributor, Housing, Industrials, infrastructure, market consolidation, Plumbing, Scale Advantages
Dec 31, 2024Fund LettersParnassus Growth Equity FundVRTX Vertex Pharmaceuticals Inc. Health CareBiotechnology Bull NASDAQbiotechnology, Cystic fibrosis, Diabetes, drug development, Precision-medicine, rare diseases
Dec 31, 2024Fund LettersParnassus Growth Equity FundEXAS Exact Sciences Corp. Health CareLife Sciences Tools & Services Bull NASDAQBiotech, cancer diagnostics, Colorectal Screening, Healthcare Technology, Medical devices, Non-invasive Testing
Dec 31, 2024Fund LettersParnassus Growth Equity FundTEAM Atlassian Corp. Information TechnologyApplication Software Bull NASDAQAI integration, collaboration software, Developer Tools, Enterprise software, Project Management, SaaS
Dec 31, 2024Fund LettersParnassus Growth Equity FundDASH DoorDash Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQConsumer services, e-commerce, food delivery, Gig Economy, Logistics Platform, network effects

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