Parnassus Investments
Parnassus Growth Equity Fund
US Growth
Dec 2024 → Mar 2025
Our archive holds 2 letters from this strategy, behind 4 investment theses and positions in 4 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in 2 years — follow all of Parnassus Investments for every strategy.
Its investment theses
- SynopsysMar 2025Synopsys is poised to strengthen its competitive edge in the electronic design automation market through its acquisition of Ansys and robust intellectual property, amidst the growing complexity of semiconductor design and the rise of AI accelerators.
- AtlassianDec 2024Atlassian is well-positioned to thrive from an AI product cycle, leveraging its widely recognized software suite to enhance collaboration in organizational software development.
- DatadogDec 2024Datadog is poised for significant growth due to its market leadership, strong product suite, innovative capabilities, and exceptional management, despite current misinterpretations of cyclical IT spending challenges.
- Vertex PharmaceuticalsDec 2024Vertex is poised for growth following a strategic acquisition and advancements in its diabetes pipeline, enhancing our confidence in its innovative approach and management.