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PARUS FINANCE (UK) Ltd

Q2 2023 · 13F-HR

PARUS FINANCE (UK) Ltdholdings as filed

Filed 2023-08-14 · accession 0000902664-23-004398

$241.5M
Reported value
27
Positions
2023-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$32.8M13.6%96,290CommonSOLE
00724F101ADBEADOBE SYSTEMS INCORPORATED$27.6M11.4%56,518CommonSOLE
02079K305GOOGLALPHABET INC$27.2M11.3%227,256CommonSOLE
30303M102METAMETA PLATFORMS INC$26.7M11.1%93,019CommonSOLE
67066G104NVDANVIDIA CORPORATION$26.4M10.9%62,493CommonSOLE
68389X105ORCLORACLE CORP$15.6M6.45%130,828CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$15.2M6.29%419,251CommonSOLE
126650100CVSCVS HEALTH CORP$12.4M5.13%179,118CommonSOLE
036752103ELVELEVANCE HEALTH INC$8.0M3.32%18,073CommonSOLE
125523100CITHE CIGNA GROUP$6.7M2.78%23,917CommonSOLE
92826C839VVISA INC$6.0M2.49%25,312CommonSOLE
89677Q107TCOMTRIP COM GROUP LTD$5.2M2.16%149,124CommonSOLE
444859102HUMHUMANA INC$5.2M2.16%11,659CommonSOLE
88160R101TSLATESLA INC$4.8M1.97%18,160CommonSOLE
60770K107MRNAMODERNA INC$3.7M1.55%30,798CommonSOLE
09075V102BNTXBIONTECH SE$3.1M1.30%29,115CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$3.1M1.29%91,699CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$2.8M1.17%1,046CommonSOLE
226718104CRTOCRITEO S A$2.7M1.13%80,553CommonSOLE
023135106AMZNAMAZON COM INC$1.7M0.70%13,033CommonSOLE
458140100INTCINTEL CORP$1.4M0.58%41,913CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$1.1M0.47%17,016CommonSOLE
88025U109TXG10X GENOMICS INC$780,0850.32%13,970CommonSOLE
29786A106ETSYETSY INC$377,3610.16%4,460CommonSOLE
056752108BIDUBAIDU INC$316,1250.13%2,309CommonSOLE
30231G102XOMEXXON MOBIL CORP$221,3640.09%2,064CommonSOLE
595112103MUMICRON TECHNOLOGY INC$211,8600.09%3,357CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.