Institutional
PARUS FINANCE (UK) Ltd
CIK 0001611519
$383.1M
Reported AUM
37
Positions
Q2 2026
Period
2026-07-21
Filed
Editorial summary
Summary for PARUS FINANCE (UK) Ltd · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $333.66 | -0.91% | 76.18% | 131.67% | $46.0M | 12.00% | — | HELD |
| 2 | NVDA | NVIDIA CORPORATION | $195.04 | 2.65% | 9.52% | 751.61% | $43.7M | 11.40% | — | HELD |
| 3 | MU | MICRON TECHNOLOGY INC | $874.66 | 18.36% | 662.58% | 1011.70% | $35.9M | 9.37% | — | HELD |
| 4 | META | META PLATFORMS INC | $539.03 | -7.95% | -21.66% | 55.72% | $35.6M | 9.30% | — | HELD |
| 5 | AVGO | BROADCOM INC | $387.84 | 4.73% | 34.78% | 753.17% | $30.8M | 8.04% | — | HELD |
| 6 | V | VISA INC | $366.27 | -0.67% | 8.37% | 65.12% | $24.4M | 6.38% | — | HELD |
| 7 | SYF | SYNCHRONY FINANCIAL | $77.17 | 2.93% | 16.18% | 72.61% | $24.3M | 6.34% | — | HELD |
| 8 | BABA | ALIBABA GROUP HLDG LTD | $116.32 | 1.12% | -0.84% | -26.80% | $19.6M | 5.10% | — | HELD |
| 9 | ORCL | ORACLE CORP | $127.56 | 8.34% | -51.28% | 41.31% | $19.3M | 5.04% | — | HELD |
| 10 | INTC | INTEL CORP | $91.13 | 11.30% | 371.93% | 83.02% | $17.9M | 4.66% | — | HELD |
| 11 | UNH | UNITEDHEALTH GROUP INC | $421.47 | 0.21% | 80.84% | 9.82% | $11.0M | 2.88% | — | HELD |
| 12 | MSFT | MICROSOFT CORP | $451.10 | 15.51% | -13.24% | 55.41% | $10.3M | 2.68% | — | HELD |
| 13 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $403.31 | 7.64% | 73.36% | 267.64% | $8.6M | 2.26% | — | HELD |
| 14 | ADBE | ADOBE INC | $247.90 | -5.90% | -28.98% | -62.78% | $8.0M | 2.08% | — | HELD |
| 15 | PDD | PDD HOLDINGS INC | $87.44 | -1.00% | -19.75% | -11.70% | $7.1M | 1.84% | — | HELD |
| 16 | CVS | CVS HEALTH CORP | $105.22 | -0.66% | 74.93% | 44.72% | $6.6M | 1.71% | — | HELD |
| 17 | — | ADVANCED MICRO DEVICES INC | — | — | — | — | $5.6M | 1.47% | — | HELD |
| 18 | ELV | ELEVANCE HEALTH INC | $376.40 | 0.11% | 39.92% | 7.81% | $3.9M | 1.02% | — | HELD |
| 19 | TCOM | TRIP COM GROUP LTD | $46.48 | 1.04% | -24.45% | 50.96% | $3.8M | 0.99% | — | HELD |
| 20 | NU | NU HLDGS LTD | $14.49 | 3.21% | 20.25% | 95.28% | $3.6M | 0.93% | — | HELD |
| 21 | CI | THE CIGNA GROUP | $287.66 | -2.97% | 12.13% | 49.02% | $3.5M | 0.90% | — | HELD |
| 22 | CRM | SALESFORCE INC | $180.71 | -4.07% | -27.31% | -30.68% | $3.1M | 0.81% | — | HELD |
| 23 | AMAT | APPLIED MATLS INC | $501.77 | 14.97% | 179.14% | 284.62% | $1.5M | 0.38% | — | HELD |
| 24 | UBER | UBER TECHNOLOGIES INC | $70.37 | -1.17% | -20.38% | 76.79% | $1.4M | 0.36% | — | HELD |
| 25 | OXY | OCCIDENTAL PETE CORP | $55.95 | -0.14% | 31.55% | 133.13% | $1.3M | 0.33% | — | HELD |
| 26 | COF | CAPITAL ONE FINL CORP | $210.14 | 0.69% | 2.78% | 37.78% | $1.1M | 0.29% | — | HELD |
| 27 | VRT | VERTIV HOLDINGS CO | $227.50 | 2.00% | 57.70% | 695.55% | $932K | 0.24% | — | HELD |
| 28 | DOCU | DOCUSIGN INC | $54.29 | -6.67% | -26.48% | -81.67% | $886K | 0.23% | — | HELD |
| 29 | PLTR | PALANTIR TECHNOLOGIES INC | $122.26 | -0.60% | -20.27% | 366.97% | $647K | 0.17% | — | HELD |
| 30 | FLUT | FLUTTER ENTMT PLC | $102.13 | -5.24% | -64.03% | -44.59% | $503K | 0.13% | — | HELD |
| 31 | BKNG | BOOKING HOLDINGS INC | $193.24 | -4.00% | — | — | $463K | 0.12% | — | HELD |
| 32 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $851.68 | 11.41% | — | — | $442K | 0.12% | — | HELD |
| 33 | XOM | EXXON MOBIL CORP | $156.97 | 0.14% | — | — | $367K | 0.10% | — | HELD |
| 34 | AMZN | AMAZON COM INC | $235.50 | 3.90% | — | — | $345K | 0.09% | — | HELD |
| 35 | WDC | WESTERN DIGITAL CORP. | $533.04 | 15.37% | — | — | $325K | 0.08% | — | HELD |
| 36 | NOW | SERVICENOW INC | $110.07 | -4.92% | — | — | $286K | 0.07% | — | HELD |
| 37 | SNDK | SANDISK CORP | — | — | — | — | $171K | 0.04% | — | HELD |
Source: SEC EDGAR · accession 0001611519-26-000005. 13F discloses long positions only — shorts, foreign equities, and options are excluded.