Q2 2026 · 13F-HR
PARUS FINANCE (UK) Ltdholdings as filed
Filed 2026-07-21 · accession 0001611519-26-000005
$383.1M
Reported value
37
Positions
2026-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 02079K305 | GOOGL | ALPHABET INC | $46.0M | 12.0% | 128,691 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $43.7M | 11.4% | 218,223 | Common | SOLE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $35.9M | 9.37% | 31,113 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $35.6M | 9.30% | 63,267 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $30.8M | 8.04% | 81,561 | Common | SOLE |
| 92826C839 | V | VISA INC | $24.4M | 6.38% | 71,238 | Common | SOLE |
| 87165B103 | SYF | SYNCHRONY FINANCIAL | $24.3M | 6.34% | 319,639 | Common | SOLE |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $19.6M | 5.10% | 203,764 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $19.3M | 5.04% | 131,660 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $17.9M | 4.66% | 152,810 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $11.0M | 2.88% | 26,515 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $10.3M | 2.68% | 27,572 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $8.6M | 2.26% | 18,111 | Common | SOLE |
| 00724F101 | ADBE | ADOBE INC | $8.0M | 2.08% | 38,873 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $7.1M | 1.84% | 92,479 | Common | SOLE |
| 126650100 | CVS | CVS HEALTH CORP | $6.6M | 1.71% | 63,399 | Common | SOLE |
| 007903BD8 | — | ADVANCED MICRO DEVICES INC | $5.6M | 1.47% | 9,701 | Common | SOLE |
| 036752103 | ELV | ELEVANCE HEALTH INC | $3.9M | 1.02% | 10,148 | Common | SOLE |
| 89677Q107 | TCOM | TRIP COM GROUP LTD | $3.8M | 0.99% | 95,572 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $3.6M | 0.93% | 268,123 | Common | SOLE |
| 125523100 | CI | THE CIGNA GROUP | $3.5M | 0.90% | 12,556 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $3.1M | 0.81% | 19,745 | Common | SOLE |
| 038222105 | AMAT | APPLIED MATLS INC | $1.5M | 0.38% | 2,035 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $1.4M | 0.36% | 19,336 | Common | SOLE |
| 674599105 | OXY | OCCIDENTAL PETE CORP | $1.3M | 0.33% | 35,983 | Common | SOLE |
| 14040H105 | COF | CAPITAL ONE FINL CORP | $1.1M | 0.29% | 5,565 | Common | SOLE |
| 92537N108 | VRT | VERTIV HOLDINGS CO | $931,804 | 0.24% | 2,783 | Common | SOLE |
| 256163106 | DOCU | DOCUSIGN INC | $886,179 | 0.23% | 19,950 | Common | SOLE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $646,935 | 0.17% | 5,545 | Common | SOLE |
| G3643J108 | FLUT | FLUTTER ENTMT PLC | $502,574 | 0.13% | 4,919 | Common | SOLE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $462,889 | 0.12% | 2,597 | Common | SOLE |
| G7997R103 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $441,970 | 0.12% | 458 | Common | SOLE |
| 30231G102 | XOM | EXXON MOBIL CORP | $366,956 | 0.10% | 2,684 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $344,878 | 0.09% | 1,447 | Common | SOLE |
| 958102105 | WDC | WESTERN DIGITAL CORP. | $325,108 | 0.08% | 509 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $286,224 | 0.07% | 2,883 | Common | SOLE |
| 80004C200 | SNDK | SANDISK CORP | $170,530 | 0.04% | 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.