Parnassus Endeavor Fund Holdings Activity

Parnassus Endeavor Fund Portfolio 13F

Parnassus Endeavor Fund has disclosed a total of 21 changes to the portfolio in the latest (2024 Q4) SEC report(s): increased the number of shares of 1, bought 6 totally new, decreased the number of shares of 9 and completely sold out 5 position(s).

What stocks is Parnassus Endeavor Fund buying now?

In the recent quarter Parnassus Endeavor Fund has bought 7 securities out of which top 5 purchases (by % change to portfolio) are (ABNB) AIRBNB INC-CLASS A (new buy), (V) VISA INC-CLASS A SHARES (new buy), (AZN) ASTRAZENECA PLC-SPONS ADR (new buy), (BEPC) BROOKFIELD RENEWABLE CORP (new buy) and (AMAT) APPLIED MATERIALS INC (new buy).

What does Parnassus Endeavor Fund invest in?

Parnassus Endeavor Fund's top 5 holdings (by % of portfolio) are (SPGI) S&P GLOBAL INC (3.52%), (BAC) BANK OF AMERICA CORP (3.3%), (SYY) SYSCO CORP (3.24%), (CBRE) CBRE GROUP INC - A (3.15%) and (DE) DEERE & CO (3.07%).

In the latest report(s) no changes have been made to any of these investments.

2024 Q4 (21 results)
V
buy
+250,085
+1.64%
$316.04
9.58% $346.33
1.64%
AZN
buy
+1,178,323
+1.60%
$65.52
10.23% $72.22
1.60%
NVO
buy
+593,722
+1.06%
$86.02
20.67% $68.24
1.06%
BEPC
buy
+2,667,638
+1.53%
$27.66
2.93% $28.47
1.53%
AMAT
buy
+371,973
+1.26%
$162.63
9.15% $147.75
1.26%
ABNB
buy
+538,274
+1.77%
$131.41
6.55% $122.80
1.77%
UNH
+12.06%
+17,145
+0.24%
$505.86
3.43% $523.20
2.22%
CMI
-5.22%
-20,909
-0.15%
$348.60
8.21% $319.99
2.75%
VZ
-12.22%
-492,006
-0.41%
$39.99
11.88% $44.74
2.94%
BK
-12.68%
-207,528
-0.37%
$76.83
9.62% $84.22
2.56%
PGR
-13.15%
-68,034
-0.34%
$239.61
17.37% $281.23
2.24%
CI
-14.33%
-39,666
-0.23%
$276.14
20.20% $331.92
1.36%
GPN
-16.24%
-212,828
-0.50%
$112.06
11.12% $99.60
2.56%
INTC
-16.45%
-434,604
-0.18%
$20.05
9.63% $21.98
0.92%
AGPXX
-25.86%
-6,071,841
-0.14%
$1.00
-
0.39%
ORCL
-44.73%
-380,898
-1.51%
$166.64
12.47% $145.86
1.86%
DIS
-100.00%
-768,519
-1.54%
$96.19
1.76% $97.88
0.00%
FIS
-100.00%
-921,309
-2.49%
$83.75
9.56% $75.74
0.00%
BIIB
-100.00%
-361,512
-1.46%
$193.84
32.25% $131.32
0.00%
NTR
-100.00%
-1,564,307
-1.56%
$48.06
3.93% $49.95
0.00%
BEPC
-100.00%
-2,667,638
-1.81%
$32.66
12.83% $28.47
0.00%
21 of 299

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.