Q1 2026 · 13F-HR
PARUS FINANCE (UK) Ltdholdings as filed
Filed 2026-05-12 · accession 0001611519-26-000004
$334.5M
Reported value
37
Positions
2026-03-31
Period end
The Brief · PARUS FINANCE (UK) Ltd · Q1 2026
AI · grounded in 13F
PARUS FINANCE (UK) Ltd increased its position in NU by 92.57%. The fund also accumulated shares in CI by 42.24% and established a new position in XOM worth $733,440. Conversely, the fund trimmed its holdings in V by 15.66% and OXY by 12.45%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 02079K305 | GOOGL | ALPHABET INC | $41.0M | 12.3% | 142,596 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $39.2M | 11.7% | 224,646 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $29.4M | 8.80% | 51,455 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $28.6M | 8.55% | 92,398 | Common | SOLE |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $26.1M | 7.80% | 207,811 | Common | SOLE |
| 87165B103 | SYF | SYNCHRONY FINANCIAL | $22.2M | 6.63% | 325,787 | Common | SOLE |
| 92826C839 | V | VISA INC | $21.9M | 6.54% | 72,372 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $19.8M | 5.92% | 134,516 | Common | SOLE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $16.6M | 4.95% | 49,010 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $10.8M | 3.22% | 29,125 | Common | SOLE |
| 00724F101 | ADBE | ADOBE INC | $9.7M | 2.90% | 39,884 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $9.7M | 2.89% | 94,543 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $8.6M | 2.58% | 245,417 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $7.3M | 2.19% | 27,049 | Common | SOLE |
| 674599105 | OXY | OCCIDENTAL PETE CORP | $7.3M | 2.18% | 144,644 | Common | SOLE |
| 89677Q107 | TCOM | TRIP COM GROUP LTD | $4.9M | 1.45% | 97,608 | Common | SOLE |
| 126650100 | CVS | CVS HEALTH CORP | $4.5M | 1.35% | 62,839 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $3.8M | 1.13% | 20,189 | Common | SOLE |
| 125523100 | CI | THE CIGNA GROUP | $3.5M | 1.05% | 13,143 | Common | SOLE |
| 036752103 | ELV | ELEVANCE HEALTH INC | $3.1M | 0.93% | 10,671 | Common | SOLE |
| 007903BD8 | AMD | ADVANCED MICRO DEVICES INC | $2.4M | 0.73% | 11,940 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $2.1M | 0.64% | 149,420 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $1.9M | 0.58% | 5,746 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $1.4M | 0.42% | 19,427 | Common | SOLE |
| 14040H105 | COF | CAPITAL ONE FINL CORP | $1.1M | 0.32% | 5,787 | Common | SOLE |
| 256163106 | DOCU | DOCUSIGN INC | $945,830 | 0.28% | 19,950 | Common | SOLE |
| 92537N108 | VRT | VERTIV HOLDINGS CO | $944,687 | 0.28% | 3,770 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $881,048 | 0.26% | 2,370 | Common | SOLE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $811,123 | 0.24% | 5,545 | Common | SOLE |
| 30231G102 | XOM | EXXON MOBIL CORP | $733,440 | 0.22% | 4,323 | Common | SOLE |
| 80004C200 | SNDK | SANDISK CORP | $662,660 | 0.20% | 1,043 | Common | SOLE |
| 038222105 | AMAT | APPLIED MATLS INC | $595,740 | 0.18% | 1,743 | Common | SOLE |
| 958102105 | WDC | WESTERN DIGITAL CORP. | $550,988 | 0.16% | 2,037 | Common | SOLE |
| G3643J108 | FLUT | FLUTTER ENTMT PLC | $521,270 | 0.16% | 5,113 | Common | SOLE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $454,715 | 0.14% | 108 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $348,436 | 0.10% | 1,673 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $203,663 | 0.06% | 1,948 | 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.