 | |
Jerome Dodson | PARNXMutual Fund | |
| Parnassus Mid Cap Growth Fund | |
| Last update 2026-04-14 | 43 Stocks (8 new) |
| Value $723.00 Mil | Turnover 18 % |
Jerome Dodson Profile
Jerome L. Dodson is the Founder and President of Parnassus Investments. He was the lead Portfolio Manager of the Parnassus Fund and the Parnassus Asia Fund and the sole Portfolio Manager of the Parnassus Endeavor Fund (now the Parnassus Value Equity Fund) until he stopped managing money for the firm at the end of 2020, though he remains Chairman of the Board.
Prior to founding Parnassus Investments in 1984, he served as President and Chief Executive Officer of Continental Savings of America from 1976 to 1982, where he started the "Solar T-Bill" program to finance solar energy installations and also developed innovative programs to finance low and moderate income housing. Mr. Dodson received his bachelor's degree in political science from the University of California, Berkeley and his master's degree in business administration from Harvard Business School. Affiliated Managers Group gained control of Parnassus in mid-2021 after acquiring a majority stake in the firm.
Prior to founding Parnassus Investments in 1984, he served as President and Chief Executive Officer of Continental Savings of America from 1976 to 1982, where he started the "Solar T-Bill" program to finance solar energy installations and also developed innovative programs to finance low and moderate income housing. Mr. Dodson received his bachelor's degree in political science from the University of California, Berkeley and his master's degree in business administration from Harvard Business School. Affiliated Managers Group gained control of Parnassus in mid-2021 after acquiring a majority stake in the firm.
Jerome Dodson Investing Philosophy
The Parnassus Mid Cap Growth Fund invests in U.S. mid-cap companies with long-term competitive advantages, quality management teams and good ESG practices. It also looks for companies that are gaining market share and have long runways for growth through established business models and proven financials. It also avoids highly leveraged companies and those associated with the production of fossil fuels, tobacco, alcohol and certain other industries.
Jerome Dodson Top Holdings of 2026-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HLT | Hilton Worldwide Holdings Inc | 115,082 | 34,994.1 | -2.79% | 4.840 | -0.12% | 0.050 | +3.77% | +16.90% | 76,371.5 | Travel & Leisure | |
GWW | W.W. Grainger Inc | 24,616 | 26,851.4 | -0.16% | 3.710 | 0% | 0.050 | +17.62% | +36.88% | 64,953.9 | Industrial Distribution | |
RCL | Royal Caribbean Group | 94,543 | 26,016.3 | +16.99% | 3.600 | +0.52% | 0.030 | +3.58% | +3.39% | 76,534.8 | Travel & Leisure | |
PWR | Quanta Services Inc | 45,913 | 25,207.2 | -2.96% | 3.480 | -0.07% | 0.030 | +12.52% | +56.13% | 98,823.6 | Construction | |
TER | Teradyne Inc | 81,452 | 24,147.3 | -45.27% | 3.340 | -1.62% | 0.050 | -2.24% | +85.93% | 56,292.6 | Semiconductors | |
NET | Cloudflare Inc | 116,877 | 24,116.4 | -2.82% | 3.330 | -0.08% | 0.030 | +60.73% | +36.14% | 95,265.8 | Software | |
ROK | Rockwell Automation Inc | 63,002 | 22,610.2 | -2.80% | 3.130 | -0.09% | 0.060 | +19.59% | +22.14% | 52,534.7 | Industrial Products | |
ODFL | Old Dominion Freight Line Inc | 114,289 | 22,332.1 | -2.83% | 3.090 | -0.06% | 0.050 | +9.39% | +45.56% | 47,338.8 | Transportation | |
HUBB | Hubbell Inc | 45,215 | 22,188.8 | +17.11% | 3.070 | +0.45% | 0.090 | -8.13% | +11.18% | 25,942.1 | Industrial Products | |
GWRE | Guidewire Software Inc | 147,343 | 22,036.6 | +48.08% | 3.050 | +0.99% | 0.170 | +15.41% | -32.28% | 11,333.7 | Software |
Jerome Dodson's Historical Top Holdings Breakdowns
Jerome Dodson's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
EFX | Equifax Inc | 2026-03-31 | Sold Out Sold Out | -2.67% | 169.5 ($198.61) 226.96 | $166.44 | -16.20% | Sold Out | 0 | -98,891 | |
BR | Broadridge Financial Solutions Inc | 2026-03-31 | Sold Out Sold Out | -2.58% | 157.42 ($189.98) 223.36 | $147.47 | -22.38% | Sold Out | 0 | -92,941 | |
ARES | Ares Management Corp | 2026-03-31 | Sold Out Sold Out | -2.44% | 96.5 ($132.68) 176 | $121.81 | -8.19% | Sold Out | 0 | -121,571 | |
ADSK | Autodesk Inc | 2026-03-31 | Sold Out Sold Out | -2.31% | 218.64 ($251.35) 293.79 | $208.45 | -17.07% | Sold Out | 0 | -62,862 | |
CSGP | CoStar Group Inc | 2026-03-31 | Sold Out Sold Out | -2.28% | 39.77 ($52.06) 67.2 | $28.39 | -45.47% | Sold Out | 0 | -272,688 | |
VRSK | Verisk Analytics Inc | 2026-03-31 | Sold Out Sold Out | -2.12% | 169.47 ($202.96) 224.87 | $185.37 | -8.67% | Sold Out | 0 | -76,334 | |
DKS | Dick's Sporting Goods Inc | 2026-03-31 | New Buy New Buy | +2.07% | 187.78 ($202.99) 217.04 | $217.98 | 7.38% | New holding | 75,518 | 75,518 | |
VMC | Vulcan Materials Co | 2026-03-31 | New Buy New Buy | +2.06% | 257.02 ($294.22) 330.37 | $295.25 | 0.35% | New holding | 54,675 | 54,675 | |
SGI | Somnigroup International Inc | 2026-03-31 | New Buy New Buy | +1.94% | 69.37 ($86.75) 97.99 | $73.55 | -15.22% | New holding | 190,000 | 190,000 | |
BLDR | Builders FirstSource Inc | 2026-03-31 | New Buy New Buy | +1.70% | 78.85 ($106.79) 128.96 | $75.69 | -29.12% | New holding | 149,316 | 149,316 |
Jerome Dodson Total Holding History ($B)
Jerome Dodson's Asset Allocation
Jerome Dodson Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Jerome Dodson's Hypothetical Growth since 2026-03-31
Jerome Dodson's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
|---|
Jerome Dodson's Holdings Heat Map
Size field:
Jerome Dodson's Holdings Bubble Chart
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers