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Andrew Choi — Institutional Investor Profile | Buyside Digest

Andrew Choi

Institutional Investor • Parnassus Growth Equity Fund

Value

$86M

Stocks

50 Stocks (1 new)

Turnover

0.0%

CIK

SEC FilingsEDGAR ↗

Website ↗

Top Holdings

GOOG(5.83%) AMAT(5.44%) MSFT(5.19%) NVDA(5.03%) AMZN(4.89%)

About Investor

The fund is co-managed by Andrew Choi and Shivani Vohra, both Portfolio Managers and Senior Analysts at Parnassus Investments with 12 years of investment experience each. They operate under Chief Investment Officer Todd Ahlsten, who has been with Parnassus since 1995. The management team emphasizes deep fundamental research and active ESG integration throughout the investment process. Shivani Vohra brings particular expertise in healthcare sector analysis, while the team collectively focuses on competitively advantaged sectors and companies positioned to benefit from secular trends including AI advancement and healthcare innovation.

Investor Philosophy

Investment philosophy details pending verification.

Andrew Choi Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
GOOG	None	Alphabet Inc.	Communication Services	$1962.5M	5.8%	No Change
AMAT	None	Applied Materials, Inc.	Information Technology	$1830.5M	5.4%	No Change
MSFT	None	Microsoft Corporation	Information Technology	$1747.7M	5.2%	No Change
NVDA	None	NVIDIA Corporation	Information Technology	$1691.5M	5.0%	No Change
AMZN	None	Amazon.com, Inc.	Consumer Discretionary	$1645.4M	4.9%	No Change
AMD	None	Advanced Micro Devices Inc.	Information Technology	$1353.2M	4.0%	No Change
KLA	None	KLA Corporation	General	$1328.5M	4.0%	No Change
AAPL	None	Apple Inc.	Information Technology	$1249.5M	3.7%	No Change
WM	None	Waste Management	Industrials	$1068.0M	3.2%	No Change
DE	None	Deere	Industrials	$1040.4M	3.1%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
KOCoca-Cola	$149.9M	+100.0%	0.5%	New

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
KLACKLA Corp	$1328450.6M	-100.0%	0.0%	Sold Out
GOOGLAlphabet Inc.	$1962.5M	-100.0%	0.0%	Sold Out
STRYStryker Corporation	$605.9M	-99.9%	1.8%	Decreased
SYKStryker Corporation	$605.9M	-100.0%	0.0%	Sold Out
COKECoca Cola Consolidated	$149.9M	-100.0%	0.0%	Sold Out

13F Sector Breakdown

Information Technology29.7%

Industrials17.6%

Consumer Discretionary12.3%

Financials8.7%

Health Care6.4%

Sector	Stocks	Value	Exposure
Information Technology	11	$10008.7M	29.7%
Industrials	9	$5910.3M	17.6%
Consumer Discretionary	5	$4137.7M	12.3%
Financials	5	$2942.2M	8.7%
Health Care	3	$2152.1M	6.4%
General	4	$2143.4M	6.4%
Communication Services	2	$2099.5M	6.2%
Materials	3	$1785.7M	5.3%
Consumer Staples	4	$1228.6M	3.6%
Real Estate	2	$897.0M	2.7%
Utilities	2	$356.5M	1.1%