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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jun 30, 2025 | EdgePoint Global | - | - | CFR, CPNG, O | capital structure, credit, ecommerce, Luxury, Margin Of Safety, risk management | EdgePoint focuses on credit investments with margin of safety, analyzing permanent loss of capital risk. The firm conducts pre-mortems to discuss what could go wrong with investments and stress tests businesses under pessimistic scenarios to ensure debt coverage. | FTCH O |
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| 2024 Q1 | Apr 27, 2024 | Parnassus Core Equity Fund | 5.5% | 18.2% | AAPL, AMAT, AVGO, AZO, CHTR, CP, DE, FI, GILD, GOOGL, INTC, MSFT, MU, NVDA, O, ORCL, RHHBY, SPGI, TXN, VZ | large cap, REITs, semiconductors, technology, Telecom, value | The artificial intelligence related momentum and optimism that characterized much of 2023's market activity continued in the quarter, especially within the Semiconductors industry. Broadcom benefits from the adoption and proliferation of AI and has established itself as one of the leading providers of custom silicon products. Rising investment in AI fuels demand for memory providers like Micron. | View | |
| 2026 Q1 | Apr 17, 2026 | Parnassus Core Equity Fund | -6.2% | -6.2% | AMAT, BRO, BSX, CRM, DE, DHR, KLAC, LIN, NOW, O, ODFL, SPGI, TMO, VMC, WDAY | AI, Geopolitical, healthcare, industrials, large cap, Quality, semiconductors | VMC ODFL |
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| 2024 Q4 | Dec 31, 2024 | Parnassus Core Equity Fund | 0.3% | 18.5% | AMZN, AVGO, BAC, BALL, CI, CME, CRM, DE, DHI, FERG, FI, INTC, KLAC, LIN, LLY, O, ORCL, SYY, VRTX, WDAY | Cloud, Esg, healthcare, large cap, materials, Pharmaceuticals, technology, value | AI remained a dominant theme throughout 2024, with companies like Oracle gaining market share in cloud-based training of generative AI models and Broadcom benefiting from AI chip sales. The fund expects the path and continuation of frontier AI model scaling to be a notable driver of investment returns in 2025, along with greater AI usage and workflow integration across consumer and enterprise businesses. | VRTX KLAC WDAY LLY FERG |
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| 2024 Q3 | Oct 28, 2024 | Parnassus Core Equity Fund | 5.5% | 18.2% | ADBE, AMAT, AMZN, BALL, CHTR, CRM, DE, DHI, GOOGL, ICE, INTC, MA, MSFT, MU, NVDA, O, SHW, SNPS, SYK, WM | AI, financials, large cap, materials, Quality, semiconductors, technology | The fund maintains exposure to companies benefiting from the shift away from legacy computing infrastructure to AI infrastructure, including accelerated and cloud computing, semiconductors, software and other companies benefiting from these capabilities. They have a portfolio theme around companies with hyperscale exposure and are monitoring for overinvestment and excessive valuations. | View | |
| 2024 Q2 | Jul 15, 2024 | Parnassus Core Equity Fund | 5.5% | 18.2% | AAPL, ADBE, AMAT, AVGO, BAC, BALL, COST, CRM, DE, FI, GOOGL, INTC, LIN, MA, MSFT, MU, NTR, NVDA, O, ORCL, RHHBY, VRSK | AI, Esg, growth, large cap, Quality, semiconductors, technology, value | AI-related narratives drove the largest positive and negative contributions to performance. Companies like Alphabet, Applied Materials, and Oracle rose on confidence about AI infrastructure build-out and adoption. The fund continues to focus on companies well positioned to capitalize on emerging AI opportunities. | View | |
| 2025 Q1 | Apr 14, 2025 | Parnassus Core Equity Fund | -2.4% | -2.4% | AMD, AMZN, AZO, BCOM, BRO, CI, CRM, DE, DHI, GOOGL, ICE, MA, MAR, MSFT, NOW, NVDA, O, SNPS, VZ, WM | AI, Defensive, financials, industrials, large cap, Quality, semiconductors | The portfolio maintains positioning in AI beneficiaries including hyperscalers, semiconductor companies, and software companies that are building the computing foundation of the future. The fund added AMD and ServiceNow during the quarter to strengthen its AI theme exposure. Despite near-term volatility, the managers remain optimistic about long-term opportunities in AI infrastructure providers. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | EdgePoint Global | O-I Glass, Inc. | Materials | Glass Products | Bull | NYSE | Consumer Goods Packaging, cost optimization, Credit Investment, Glass Manufacturing, Industrial materials, operational efficiency, Packaging | View Pitch |
| Feb 17, 2026 | Seeking Alpha | Seeking Alpha | Realty Income Corporation | Real Estate | Net Lease | Bull | New York Stock Exchange | AFFO growth, dividend yield, Fiscal outlook, GIC partnership, income investment, market revaluation, Net Lease, Private market opportunities, real estate sector, Realty Income | View Pitch |
| Aug 13, 2025 | Seeking Alpha | Jussi Askola, CFA | Realty Income Corporation | Real Estate | REIT - Retail | Bull | NYSE | — | View Pitch |
| Aug 13, 2025 | Seeking Alpha | Brad Thomas | Realty Income Corporation | Real Estate | REIT - Retail | Bull | NYSE | — | View Pitch |
| Aug 13, 2025 | Seeking Alpha | Pearl Gray Equity and Research | Realty Income Corporation | Real Estate | REIT - Retail | Bull | NYSE | — | View Pitch |
| Aug 13, 2025 | Seeking Alpha | Louis Gerard | Realty Income Corporation | Real Estate | REIT - Retail | Bull | NYSE | — | View Pitch |
| Aug 13, 2025 | Seeking Alpha | The Dividend Collectuh | Realty Income Corporation | Real Estate | REIT - Retail | Bull | NYSE | — | View Pitch |
| Aug 13, 2025 | Seeking Alpha | Roberts Berzins, CFA | Realty Income Corporation | Real Estate | REIT - Retail | Bull | NYSE | — | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Roberts Berzins, CFA | Realty Income Corporation | Real Estate | REIT - Retail | Bull | NYSE | — | View Pitch |
| Aug 7, 2025 | Seeking Alpha | JR Research | Realty Income Corporation | Real Estate | REIT - Retail | Bull | NYSE | — | View Pitch |
| Aug 7, 2025 | Seeking Alpha | Robert & Sam Kovacs | Realty Income Corporation | Real Estate | REIT - Retail | Bull | NYSE | — | View Pitch |
| Aug 7, 2025 | Seeking Alpha | Rick Orford | Realty Income Corporation | Real Estate | REIT - Retail | Bull | NYSE | — | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||