13F HOLDINGS REPORT
PARUS FINANCE (UK) Ltd
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0000902664-24-003604
Total Value
$265.5M
Positions
34
Other Managers
0
Confidential Omitted
No
Holdings (34)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 44,805 | $40.5M | 15.25% |
| 2 | META PLATFORMS INC | META | 45,018 | $21.9M | 8.23% |
| 3 | OCCIDENTAL PETE CORP | 674599105 | 331,611 | $21.6M | 8.12% |
| 4 | MICROSOFT CORP | MSFT | 47,880 | $20.1M | 7.59% |
| 5 | ALPHABET INC | GOOG | 133,300 | $20.1M | 7.58% |
| 6 | VISA INC | V | 59,273 | $16.5M | 6.23% |
| 7 | PDD HOLDINGS INC | PDD | 124,407 | $14.5M | 5.45% |
| 8 | INTEL CORP | INTC | 326,036 | $14.4M | 5.42% |
| 9 | ORACLE CORP | ORCL-PD | 111,673 | $14.0M | 5.28% |
| 10 | CVS HEALTH CORP | CVS | 151,690 | $12.1M | 4.56% |
| 11 | SOUTHWEST AIRLS CO | 844741108 | 329,193 | $9.6M | 3.62% |
| 12 | ELEVANCE HEALTH INC | ELV | 15,634 | $8.1M | 3.05% |
| 13 | ELI LILLY & CO COM | LLY | 9,609 | $7.5M | 2.82% |
| 14 | THE CIGNA GROUP | 125523100 | 20,258 | $7.4M | 2.77% |
| 15 | ADOBE INC | ADBE | 9,367 | $4.7M | 1.78% |
| 16 | ALIBABA GROUP HLDG LTD | BBAAY | 64,225 | $4.6M | 1.75% |
| 17 | HUMANA INC | HUM | 9,290 | $3.2M | 1.21% |
| 18 | TRIP COM GROUP LTD | TRPCF | 68,287 | $3.0M | 1.13% |
| 19 | BOOKING HOLDINGS INC | BKNG | 800 | $2.9M | 1.09% |
| 20 | MODERNA INC | MRNA | 25,884 | $2.8M | 1.04% |
| 21 | CRITEO S A | CRTO | 66,452 | $2.3M | 0.88% |
| 22 | PALANTIR TECHNOLOGIES INC | PLTR | 97,964 | $2.3M | 0.85% |
| 23 | BIONTECH SE | BNTX | 23,126 | $2.1M | 0.80% |
| 24 | WESTERN DIGITAL CORP. | WDC | 31,184 | $2.1M | 0.80% |
| 25 | SYNCHRONY FINANCIAL | SYF-PB | 34,694 | $1.5M | 0.56% |
| 26 | TESLA INC | TSLA | 7,274 | $1.3M | 0.48% |
| 27 | EXXON MOBIL CORP | XOM | 9,124 | $1.1M | 0.40% |
| 28 | MICRON TECHNOLOGY INC | MU | 8,163 | $962,336 | 0.36% |
| 29 | NOVO-NORDISK A S | NONOF | 4,940 | $634,296 | 0.24% |
| 30 | 10X GENOMICS INC | TXG | 11,430 | $428,968 | 0.16% |
| 31 | BAIDU INC | BAIDF | 4,057 | $427,121 | 0.16% |
| 32 | AMAZON COM INC | AMZN | 1,910 | $344,526 | 0.13% |
| 33 | FLUTTER ENTMT PLC | G3643J108 | 1,527 | $301,567 | 0.11% |
| 34 | NU HLDGS LTD | NU | 22,265 | $265,621 | 0.10% |