13F HOLDINGS REPORT
PARUS FINANCE (UK) Ltd
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0000902664-23-005485
Total Value
$160.5M
Positions
26
Other Managers
0
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 40,429 | $17.6M | 10.96% |
| 2 | ALPHABET INC | GOOG | 133,608 | $17.5M | 10.90% |
| 3 | META PLATFORMS INC | META | 52,434 | $15.7M | 9.81% |
| 4 | MICROSOFT CORP | MSFT | 45,002 | $14.2M | 8.85% |
| 5 | CVS HEALTH CORP | CVS | 159,111 | $11.1M | 6.92% |
| 6 | ADOBE INC | ADBE | 17,541 | $8.9M | 5.57% |
| 7 | SOUTHWEST AIRLS CO | 844741108 | 317,890 | $8.6M | 5.36% |
| 8 | ORACLE CORP | ORCL-PD | 79,052 | $8.4M | 5.22% |
| 9 | INTEL CORP | INTC | 217,442 | $7.7M | 4.82% |
| 10 | ELEVANCE HEALTH INC | ELV | 16,438 | $7.2M | 4.46% |
| 11 | VISA INC | V | 29,577 | $6.8M | 4.24% |
| 12 | THE CIGNA GROUP | 125523100 | 21,752 | $6.2M | 3.88% |
| 13 | OCCIDENTAL PETE CORP | 674599105 | 80,492 | $5.2M | 3.25% |
| 14 | HUMANA INC | HUM | 10,673 | $5.2M | 3.24% |
| 15 | TRIP COM GROUP LTD | TRPCF | 116,167 | $4.1M | 2.53% |
| 16 | TESLA INC | TSLA | 12,825 | $3.2M | 2.00% |
| 17 | MODERNA INC | MRNA | 27,394 | $2.8M | 1.76% |
| 18 | BIONTECH SE | BNTX | 25,662 | $2.8M | 1.74% |
| 19 | BOOKING HOLDINGS INC | BKNG | 860 | $2.7M | 1.65% |
| 20 | CRITEO S A | CRTO | 56,922 | $1.7M | 1.04% |
| 21 | SYNCHRONY FINANCIAL | SYF-PB | 28,304 | $865,253 | 0.54% |
| 22 | 10X GENOMICS INC | TXG | 12,655 | $522,019 | 0.33% |
| 23 | EXXON MOBIL CORP | XOM | 4,053 | $476,552 | 0.30% |
| 24 | BAIDU INC | BAIDF | 3,103 | $416,888 | 0.26% |
| 25 | MICRON TECHNOLOGY INC | MU | 4,515 | $307,155 | 0.19% |
| 26 | AMAZON COM INC | AMZN | 2,358 | $299,749 | 0.19% |