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Semiconductor Growth
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 14, 2025 |
Parnassus Growth Equity Fund Andrew Choi
|
View | Healthcare Innovation, Infrastructure, Semiconductor Growth | AAPL, APPF, ASML, BRO, CMG, CRM, DE, GOOG, INSM, INTU, MELI, PODD, SARP, TSM | Artificial Intelligence, growth, healthcare, inflation, semiconductors |