- New Purchases: TER, FIVN, MELI, COUP,
- Added Positions: VEEV, MKTX, GWRE, OKTA,
- Reduced Positions: NYT, ADSK, TRI, A, XYL,
- Sold Out: WDC, STNE, TFX, CABO, RUN,
For the details of Jerome Dodson's stock buys and sells, go to https://www.gurufocus.com/guru/jerome+dodson/current-portfolio/portfolio
These are the top 5 holdings of Jerome Dodson- Cadence Design Systems Inc (CDNS) - 301,255 shares, 5.09% of the total portfolio.
- Old Dominion Freight Line Inc (ODFL) - 145,211 shares, 4.72% of the total portfolio.
- Pool Corp (POOL) - 89,405 shares, 4.59% of the total portfolio.
- O'Reilly Automotive Inc (ORLY) - 65,277 shares, 4.18% of the total portfolio.
- Synopsys Inc (SNPS) - 124,479 shares, 4.16% of the total portfolio.
Parnassus Fund initiated holding in Teradyne Inc. The purchase prices were between $107.27 and $168.56, with an estimated average price of $141.64. The stock is now traded at around $160.430000. The impact to a portfolio due to this purchase was 2.28%. The holding were 153,772 shares as of 2021-12-31.
New Purchase: Five9 Inc (FIVN)Parnassus Fund initiated holding in Five9 Inc. The purchase prices were between $128.25 and $166.52, with an estimated average price of $147.34. The stock is now traded at around $127.230000. The impact to a portfolio due to this purchase was 1.97%. The holding were 158,235 shares as of 2021-12-31.
New Purchase: MercadoLibre Inc (MELI)Parnassus Fund initiated holding in MercadoLibre Inc. The purchase prices were between $1052.95 and $1709.98, with an estimated average price of $1396.48. The stock is now traded at around $1154.710000. The impact to a portfolio due to this purchase was 1.45%. The holding were 11,835 shares as of 2021-12-31.
New Purchase: Coupa Software Inc (COUP)Parnassus Fund initiated holding in Coupa Software Inc. The purchase prices were between $151.8 and $256.5, with an estimated average price of $204.91. The stock is now traded at around $141.775000. The impact to a portfolio due to this purchase was 0.9%. The holding were 62,946 shares as of 2021-12-31.
Added: Veeva Systems Inc (VEEV)Parnassus Fund added to a holding in Veeva Systems Inc by 83.54%. The purchase prices were between $249.49 and $325.25, with an estimated average price of $290.32. The stock is now traded at around $231.320000. The impact to a portfolio due to this purchase was 0.85%. The holding were 80,609 shares as of 2021-12-31.
Added: Guidewire Software Inc (GWRE)Parnassus Fund added to a holding in Guidewire Software Inc by 22.03%. The purchase prices were between $109.73 and $127.83, with an estimated average price of $118.5. The stock is now traded at around $105.135000. The impact to a portfolio due to this purchase was 0.34%. The holding were 184,136 shares as of 2021-12-31.
Sold Out: Western Digital Corp (WDC)Parnassus Fund sold out a holding in Western Digital Corp. The sale prices were between $52.29 and $66.13, with an estimated average price of $57.59.
Sold Out: StoneCo Ltd (STNE)Parnassus Fund sold out a holding in StoneCo Ltd. The sale prices were between $14.95 and $39.46, with an estimated average price of $24.95.
Sold Out: Teleflex Inc (TFX)Parnassus Fund sold out a holding in Teleflex Inc. The sale prices were between $289.48 and $378.74, with an estimated average price of $339.07.
Sold Out: Cable One Inc (CABO)Parnassus Fund sold out a holding in Cable One Inc. The sale prices were between $1626.93 and $1854.44, with an estimated average price of $1772.64.
Sold Out: Sunrun Inc (RUN)Parnassus Fund sold out a holding in Sunrun Inc. The sale prices were between $31.44 and $58.66, with an estimated average price of $46.69.
Reduced: New York Times Co (NYT)Parnassus Fund reduced to a holding in New York Times Co by 47.3%. The sale prices were between $44.64 and $55.8, with an estimated average price of $49.31. The stock is now traded at around $43.670000. The impact to a portfolio due to this sale was -1.01%. Parnassus Fund still held 246,238 shares as of 2021-12-31.
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