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PARUS FINANCE (UK) Ltd

Q3 2024 · 13F-HR

PARUS FINANCE (UK) Ltdholdings as filed

Filed 2024-11-14 · accession 0001611519-24-000004

$310.9M
Reported value
32
Positions
2024-09-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$38.9M12.5%319,945CommonSOLE
30303M102METAMETA PLATFORMS INC$38.7M12.5%67,655CommonSOLE
02079K305GOOGLALPHABET INC$32.1M10.3%193,487CommonSOLE
722304102PDDPDD HOLDINGS INC$30.9M9.94%229,368CommonSOLE
92826C839VVISA INC$30.6M9.85%111,377CommonSOLE
68389X105ORCLORACLE CORP$16.3M5.23%95,466CommonSOLE
594918104MSFTMICROSOFT CORP$15.5M4.98%36,017CommonSOLE
00724F101ADBEADOBE INC$15.0M4.84%29,065CommonSOLE
458140100INTCINTEL CORP$14.6M4.69%621,715CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$12.9M4.16%250,918CommonSOLE
79466L302CRMSALESFORCE INC$9.1M2.92%33,170CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$8.9M2.87%300,665CommonSOLE
958102105WDCWESTERN DIGITAL CORP.$8.4M2.69%122,531CommonSOLE
126650100CVSCVS HEALTH CORP$7.0M2.25%111,160CommonSOLE
036752103ELVELEVANCE HEALTH INC$6.4M2.07%12,376CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$6.3M2.04%59,732CommonSOLE
125523100CITHE CIGNA GROUP$4.7M1.52%13,600CommonSOLE
89677Q107TCOMTRIP COM GROUP LTD$3.4M1.08%56,610CommonSOLE
444859102HUMHUMANA INC$2.2M0.69%6,800CommonSOLE
88160R101TSLATESLA INC$1.5M0.49%5,859CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$1.5M0.48%30,119CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.0M0.32%26,935CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$783,0240.25%3,300CommonSOLE
30231G102XOMEXXON MOBIL CORP$772,4800.25%6,590CommonSOLE
G6683N103NUNU HLDGS LTD$519,8740.17%38,086CommonSOLE
595112103MUMICRON TECHNOLOGY INC$466,0730.15%4,494CommonSOLE
670100205NVONOVO-NORDISK A S$461,9920.15%3,880CommonSOLE
023135106AMZNAMAZON COM INC$445,7010.14%2,392CommonSOLE
056752108BIDUBAIDU INC$412,8420.13%3,921CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$408,6910.13%699CommonSOLE
532457108LLYELI LILLY & CO$383,6120.12%433CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$336,9700.11%80CommonSOLE

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.