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PARUS FINANCE (UK) Ltd

Q4 2023 · 13F-HR

PARUS FINANCE (UK) Ltdholdings as filed

Filed 2024-02-14 · accession 0000902664-24-001716

$192.4M
Reported value
28
Positions
2023-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$30.2M15.7%61,054CommonSOLE
594918104MSFTMICROSOFT CORP$19.5M10.1%51,798CommonSOLE
458140100INTCINTEL CORP$14.8M7.71%295,380CommonSOLE
126650100CVSCVS HEALTH CORP$13.7M7.11%173,175CommonSOLE
02079K305GOOGLALPHABET INC$13.4M6.97%95,973CommonSOLE
92826C839VVISA INC$13.1M6.80%50,269CommonSOLE
30303M102METAMETA PLATFORMS INC$12.7M6.62%36,001CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$10.8M5.60%180,550CommonSOLE
68389X105ORCLORACLE CORP$10.6M5.52%100,654CommonSOLE
036752103ELVELEVANCE HEALTH INC$7.9M4.13%16,855CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$7.9M4.12%274,376CommonSOLE
125523100CITHE CIGNA GROUP$6.7M3.47%22,297CommonSOLE
00724F101ADBEADOBE INC$6.4M3.35%10,794CommonSOLE
444859102HUMHUMANA INC$5.0M2.60%10,923CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$3.1M1.59%863CommonSOLE
09075V102BNTXBIONTECH SE$2.7M1.42%25,974CommonSOLE
60770K107MRNAMODERNA INC$2.7M1.40%27,078CommonSOLE
89677Q107TCOMTRIP COM GROUP LTD$2.5M1.28%68,238CommonSOLE
88160R101TSLATESLA INC$2.0M1.02%7,878CommonSOLE
226718104CRTOCRITEO S A$1.4M0.73%55,102CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$1.3M0.65%32,967CommonSOLE
722304102PDDPDD HOLDINGS INC$1.2M0.64%8,414CommonSOLE
88025U109TXG10X GENOMICS INC$673,7580.35%12,040CommonSOLE
30231G102XOMEXXON MOBIL CORP$657,8680.34%6,580CommonSOLE
595112103MUMICRON TECHNOLOGY INC$574,3380.30%6,730CommonSOLE
056752108BIDUBAIDU INC$348,5760.18%2,927CommonSOLE
20602D101CNXCCONCENTRIX CORP$284,2200.15%2,894CommonSOLE
023135106AMZNAMAZON COM INC$209,3730.11%1,378CommonSOLE

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.