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PARUS FINANCE (UK) Ltd

Q1 2025 · 13F-HR

PARUS FINANCE (UK) Ltdholdings as filed

Filed 2025-05-09 · accession 0001611519-25-000003

$292.9M
Reported value
32
Positions
2025-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
92826C839VVISA INC$34.8M11.9%99,403CommonSOLE
67066G104NVDANVIDIA CORPORATION$33.8M11.5%311,623CommonSOLE
02079K305GOOGLALPHABET INC$30.5M10.4%197,171CommonSOLE
30303M102METAMETA PLATFORMS INC$29.4M10.0%50,980CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$25.5M8.71%192,855CommonSOLE
722304102PDDPDD HOLDINGS INC$23.4M8.00%197,984CommonSOLE
11135F101AVGOBROADCOM INC$16.8M5.75%100,578CommonSOLE
68389X105ORCLORACLE CORP$13.6M4.64%97,158CommonSOLE
00724F101ADBEADOBE INC$13.4M4.56%34,815CommonSOLE
594918104MSFTMICROSOFT CORP$11.8M4.03%31,413CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$11.0M3.77%223,493CommonSOLE
79466L302CRMSALESFORCE INC$8.2M2.80%30,580CommonSOLE
126650100CVSCVS HEALTH CORP$6.9M2.37%102,360CommonSOLE
89677Q107TCOMTRIP COM GROUP LTD$6.7M2.29%105,329CommonSOLE
036752103ELVELEVANCE HEALTH INC$5.2M1.79%12,047CommonSOLE
458140100INTCINTEL CORP$5.1M1.75%225,189CommonSOLE
125523100CITHE CIGNA GROUP$4.3M1.46%12,990CommonSOLE
256163106DOCUDOCUSIGN INC$1.8M0.62%22,210CommonSOLE
444859102HUMHUMANA INC$1.7M0.59%6,570CommonSOLE
958102105WDCWESTERN DIGITAL CORP.$1.4M0.47%33,950CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$1.4M0.47%18,697CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$1.3M0.45%25,115CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$742,1930.25%3,350CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$721,2040.25%1,377CommonSOLE
G6683N103NUNU HLDGS LTD$658,1560.22%64,273CommonSOLE
88160R101TSLATESLA INC$614,2090.21%2,370CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$475,5940.16%5,635CommonSOLE
023135106AMZNAMAZON COM INC$427,3240.15%2,246CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$365,2600.12%5,059CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$345,5180.12%75CommonSOLE
532457108LLYELI LILLY & CO$336,1450.11%407CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$158,1130.05%4,761CommonSOLE

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.