13F HOLDINGS REPORT
PARUS FINANCE (UK) Ltd
Quarter ended Q2 2024 · Filed July 16, 2024 · Accession 0001611519-24-000003
Total Value
$345.8M
Positions
36
Other Managers
0
Confidential Omitted
No
Holdings (36)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 361,575 | $44.7M | 12.92% |
| 2 | ALPHABET INC | GOOG | 190,117 | $34.6M | 10.01% |
| 3 | META PLATFORMS INC | META | 56,744 | $28.6M | 8.27% |
| 4 | VISA INC | V | 101,177 | $26.6M | 7.68% |
| 5 | PDD HOLDINGS INC | PDD | 198,003 | $26.3M | 7.61% |
| 6 | MICROSOFT CORP | MSFT | 49,770 | $22.2M | 6.43% |
| 7 | ADOBE INC | ADBE | 39,647 | $22.0M | 6.37% |
| 8 | OCCIDENTAL PETE CORP | 674599105 | 342,370 | $21.6M | 6.24% |
| 9 | ORACLE CORP | ORCL-PD | 131,047 | $18.5M | 5.35% |
| 10 | INTEL CORP | INTC | 446,203 | $13.8M | 4.00% |
| 11 | ELI LILLY & CO COM | LLY | 12,603 | $11.4M | 3.30% |
| 12 | CVS HEALTH CORP | CVS | 153,180 | $9.0M | 2.62% |
| 13 | SOUTHWEST AIRLS CO | 844741108 | 314,795 | $9.0M | 2.60% |
| 14 | ELEVANCE HEALTH INC | ELV | 16,236 | $8.8M | 2.54% |
| 15 | PALANTIR TECHNOLOGIES INC | PLTR | 281,381 | $7.1M | 2.06% |
| 16 | THE CIGNA GROUP | 125523100 | 18,800 | $6.2M | 1.80% |
| 17 | ALIBABA GROUP HLDG LTD | BBAAY | 63,670 | $4.6M | 1.33% |
| 18 | WESTERN DIGITAL CORP. | WDC | 51,347 | $3.9M | 1.13% |
| 19 | HUMANA INC | HUM | 9,290 | $3.5M | 1.00% |
| 20 | TRIP COM GROUP LTD | TRPCF | 73,187 | $3.4M | 0.99% |
| 21 | MODERNA INC | MRNA | 26,328 | $3.1M | 0.90% |
| 22 | BOOKING HOLDINGS INC | BKNG | 779 | $3.1M | 0.89% |
| 23 | CRITEO S A | CRTO | 67,252 | $2.5M | 0.73% |
| 24 | BIONTECH SE | BNTX | 23,817 | $1.9M | 0.55% |
| 25 | SYNCHRONY FINANCIAL | SYF-PB | 39,945 | $1.9M | 0.55% |
| 26 | TESLA INC | TSLA | 7,813 | $1.5M | 0.45% |
| 27 | MICRON TECHNOLOGY INC | MU | 9,696 | $1.3M | 0.37% |
| 28 | EXXON MOBIL CORP | XOM | 8,031 | $924,529 | 0.27% |
| 29 | NOVO-NORDISK A S | NONOF | 6,246 | $891,554 | 0.26% |
| 30 | NU HLDGS LTD | NU | 59,668 | $769,121 | 0.22% |
| 31 | FLUTTER ENTMT PLC | G3643J108 | 2,952 | $538,327 | 0.16% |
| 32 | AMAZON COM INC | AMZN | 2,414 | $466,506 | 0.13% |
| 33 | BAIDU INC | BAIDF | 5,128 | $443,469 | 0.13% |
| 34 | 10X GENOMICS INC | TXG | 12,180 | $236,901 | 0.07% |
| 35 | DRAFTKINGS INC NEW | DKNG | 5,115 | $195,240 | 0.06% |
| 36 | YANDEX N V | NBIS | 2,911 | $0 | 0.00% |