Q3 2025 · 13F-HR
PARUS FINANCE (UK) Ltdholdings as filed
Filed 2025-11-12 · accession 0001611519-25-000006
$380.8M
Reported value
30
Positions
2025-09-30
Period end
The Brief · PARUS FINANCE (UK) Ltd · Q3 2025
AI · grounded in 13F
PARUS FINANCE (UK) Ltd established a new position in NVDA valued at $45.8M. The fund also initiated new stakes in GOOGL for $42.8M and BABA for $38.7M. Additional new positions include META at $38.3M and V at $29.3M. Total assets under management stand at $380.8M across 30 positions.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 67066G104 | NVDA | NVIDIA CORPORATION | $45.8M | 12.0% | 245,253 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $42.8M | 11.2% | 176,073 | Common | SOLE |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $38.7M | 10.2% | 216,805 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $38.3M | 10.1% | 52,132 | Common | SOLE |
| 92826C839 | V | VISA INC | $29.3M | 7.70% | 85,901 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $29.0M | 7.60% | 102,950 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $28.6M | 7.52% | 86,789 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $24.3M | 6.37% | 183,476 | Common | SOLE |
| 87165B103 | SYF | SYNCHRONY FINANCIAL | $21.6M | 5.68% | 304,179 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $15.4M | 4.05% | 29,789 | Common | SOLE |
| 00724F101 | ADBE | ADOBE INC | $11.5M | 3.01% | 32,490 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $8.4M | 2.20% | 24,260 | Common | SOLE |
| 89677Q107 | TCOM | TRIP COM GROUP LTD | $7.3M | 1.92% | 97,035 | Common | SOLE |
| 674599105 | OXY | OCCIDENTAL PETE CORP | $6.4M | 1.69% | 193,270 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $6.3M | 1.65% | 226,950 | Common | SOLE |
| 126650100 | CVS | CVS HEALTH CORP | $4.8M | 1.27% | 64,149 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $4.8M | 1.27% | 20,333 | Common | SOLE |
| 036752103 | ELV | ELEVANCE HEALTH INC | $3.6M | 0.94% | 11,089 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $1.9M | 0.51% | 19,722 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $1.7M | 0.45% | 6,180 | Common | SOLE |
| 444859102 | HUM | HUMANA INC | $1.7M | 0.45% | 6,530 | Common | SOLE |
| 256163106 | DOCU | DOCUSIGN INC | $1.6M | 0.42% | 21,950 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $1.2M | 0.33% | 77,593 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $1.0M | 0.27% | 2,330 | Common | SOLE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $993,277 | 0.26% | 5,445 | Common | SOLE |
| 14040H105 | COF | CAPITAL ONE FINL CORP | $910,905 | 0.24% | 4,285 | Common | SOLE |
| 92537N108 | VRT | VERTIV HOLDINGS CO | $841,346 | 0.22% | 5,577 | Common | SOLE |
| G3643J108 | FLUT | FLUTTER ENTMT PLC | $840,740 | 0.22% | 3,310 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $677,593 | 0.18% | 3,086 | Common | SOLE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $404,945 | 0.11% | 75 | Common | SOLE |
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.