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PARUS FINANCE (UK) Ltd

Q2 2024 · 13F-HR

PARUS FINANCE (UK) Ltdholdings as filed

Filed 2024-07-16 · accession 0001611519-24-000003

$345.8M
Reported value
36
Positions
2024-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$44.7M12.9%361,575CommonSOLE
02079K305GOOGLALPHABET INC$34.6M10.0%190,117CommonSOLE
30303M102METAMETA PLATFORMS INC$28.6M8.27%56,744CommonSOLE
92826C839VVISA INC$26.6M7.68%101,177CommonSOLE
722304102PDDPDD HOLDINGS INC$26.3M7.61%198,003CommonSOLE
594918104MSFTMICROSOFT CORP$22.2M6.43%49,770CommonSOLE
00724F101ADBEADOBE INC$22.0M6.37%39,647CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$21.6M6.24%342,370CommonSOLE
68389X105ORCLORACLE CORP$18.5M5.35%131,047CommonSOLE
458140100INTCINTEL CORP$13.8M4.00%446,203CommonSOLE
532457108LLYELI LILLY & CO COM$11.4M3.30%12,603CommonSOLE
126650100CVSCVS HEALTH CORP$9.0M2.62%153,180CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$9.0M2.60%314,795CommonSOLE
036752103ELVELEVANCE HEALTH INC$8.8M2.54%16,236CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$7.1M2.06%281,381CommonSOLE
125523100CITHE CIGNA GROUP$6.2M1.80%18,800CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$4.6M1.33%63,670CommonSOLE
958102105WDCWESTERN DIGITAL CORP.$3.9M1.13%51,347CommonSOLE
444859102HUMHUMANA INC$3.5M1.00%9,290CommonSOLE
89677Q107TCOMTRIP COM GROUP LTD$3.4M0.99%73,187CommonSOLE
60770K107MRNAMODERNA INC$3.1M0.90%26,328CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$3.1M0.89%779CommonSOLE
226718104CRTOCRITEO S A$2.5M0.73%67,252CommonSOLE
09075V102BNTXBIONTECH SE$1.9M0.55%23,817CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$1.9M0.55%39,945CommonSOLE
88160R101TSLATESLA INC$1.5M0.45%7,813CommonSOLE
595112103MUMICRON TECHNOLOGY INC$1.3M0.37%9,696CommonSOLE
30231G102XOMEXXON MOBIL CORP$924,5290.27%8,031CommonSOLE
670100205NVONOVO-NORDISK A S$891,5540.26%6,246CommonSOLE
G6683N103NUNU HLDGS LTD$769,1210.22%59,668CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$538,3270.16%2,952CommonSOLE
023135106AMZNAMAZON COM INC$466,5060.13%2,414CommonSOLE
056752108BIDUBAIDU INC$443,4690.13%5,128CommonSOLE
88025U109TXG10X GENOMICS INC$236,9010.07%12,180CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$195,2400.06%5,115CommonSOLE
N97284108NBISYANDEX N V$02,911CommonSOLE

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.