13F HOLDINGS REPORT
PARUS FINANCE (UK) Ltd
Quarter ended Q1 2023 · Filed February 13, 2023 · Accession 0000902664-23-001528
Total Value
$147.2M
Positions
28
Other Managers
0
Confidential Omitted
No
Holdings (28)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 80,447 | $19.3M | 13.11% |
| 2 | META PLATFORMS INC | META | 105,793 | $12.7M | 8.65% |
| 3 | SCHLUMBERGER LTD | SLB | 236,828 | $12.7M | 8.60% |
| 4 | ALPHABET INC | GOOG | 115,793 | $10.2M | 6.94% |
| 5 | CVS HEALTH CORP | CVS | 104,037 | $9.7M | 6.59% |
| 6 | ELEVANCE HEALTH INC | ELV | 18,345 | $9.4M | 6.39% |
| 7 | EXXON MOBIL CORP | XOM | 75,258 | $8.3M | 5.64% |
| 8 | CHEVRON CORP NEW | CVX | 42,807 | $7.7M | 5.22% |
| 9 | HUMANA INC | HUM | 12,008 | $6.2M | 4.18% |
| 10 | HELMERICH & PAYNE INC | HP | 118,000 | $5.8M | 3.97% |
| 11 | MODERNA INC | MRNA | 31,607 | $5.7M | 3.86% |
| 12 | SOUTHWEST AIRLS CO | 844741108 | 164,792 | $5.5M | 3.77% |
| 13 | BIONTECH SE | BNTX | 29,988 | $4.5M | 3.06% |
| 14 | ORACLE CORP | ORCL-PD | 50,016 | $4.1M | 2.78% |
| 15 | TRIP COM GROUP LTD | TRPCF | 113,154 | $3.9M | 2.64% |
| 16 | SYNCHRONY FINANCIAL | SYF-PB | 93,633 | $3.1M | 2.09% |
| 17 | TESLA INC | TSLA | 24,938 | $3.1M | 2.09% |
| 18 | CIGNA CORP NEW | 125523100 | 8,420 | $2.8M | 1.90% |
| 19 | ADOBE SYSTEMS INCORPORATED | ADBE | 6,842 | $2.3M | 1.56% |
| 20 | CRITEO S A | CRTO | 78,475 | $2.0M | 1.39% |
| 21 | BOOKING HOLDINGS INC | BKNG | 1,014 | $2.0M | 1.39% |
| 22 | NVIDIA CORPORATION | NVDA | 9,049 | $1.3M | 0.90% |
| 23 | ALLY FINL INC | 02005N100 | 53,065 | $1.3M | 0.88% |
| 24 | PAYPAL HLDGS INC | PYPL | 16,688 | $1.2M | 0.81% |
| 25 | AMAZON COM INC | AMZN | 12,482 | $1.0M | 0.71% |
| 26 | ETSY INC | ETSY | 4,410 | $528,230 | 0.36% |
| 27 | 10X GENOMICS INC | TXG | 13,735 | $500,503 | 0.34% |
| 28 | MERCK & CO INC | MRK | 2,234 | $247,862 | 0.17% |