13F HOLDINGS REPORT
PARUS FINANCE (UK) Ltd
Quarter ended Q4 2024 · Filed February 12, 2025 · Accession 0001611519-25-000002
Total Value
$319.0M
Positions
34
Other Managers
0
Confidential Omitted
No
Holdings (34)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 283,010 | $38.0M | 11.91% |
| 2 | META PLATFORMS INC | META | 64,819 | $38.0M | 11.90% |
| 3 | ALPHABET INC | GOOG | 196,870 | $37.3M | 11.68% |
| 4 | VISA INC | V | 107,137 | $33.9M | 10.61% |
| 5 | PDD HOLDINGS INC | PDD | 219,714 | $21.3M | 6.68% |
| 6 | ORACLE CORP | ORCL-PD | 103,366 | $17.2M | 5.40% |
| 7 | ADOBE INC | ADBE | 37,045 | $16.5M | 5.16% |
| 8 | MICROSOFT CORP | MSFT | 33,512 | $14.1M | 4.43% |
| 9 | OCCIDENTAL PETE CORP | 674599105 | 241,618 | $11.9M | 3.74% |
| 10 | INTEL CORP | INTC | 581,840 | $11.7M | 3.66% |
| 11 | SALESFORCE INC | CRM | 32,249 | $10.8M | 3.38% |
| 12 | SOUTHWEST AIRLS CO | 844741108 | 295,970 | $10.0M | 3.12% |
| 13 | BROADCOM INC | AVGO | 36,540 | $8.5M | 2.66% |
| 14 | WESTERN DIGITAL CORP. | WDC | 119,661 | $7.1M | 2.24% |
| 15 | ALIBABA GROUP HLDG LTD | BBAAY | 82,322 | $7.0M | 2.19% |
| 16 | TRIP COM GROUP LTD | TRPCF | 90,035 | $6.2M | 1.94% |
| 17 | TESLA INC | TSLA | 14,529 | $5.9M | 1.84% |
| 18 | CVS HEALTH CORP | CVS | 108,530 | $4.9M | 1.53% |
| 19 | ELEVANCE HEALTH INC | ELV | 12,406 | $4.6M | 1.43% |
| 20 | THE CIGNA GROUP | 125523100 | 13,540 | $3.7M | 1.17% |
| 21 | SYNCHRONY FINANCIAL | SYF-PB | 30,119 | $2.0M | 0.61% |
| 22 | DOCUSIGN INC | DOCU | 20,700 | $1.9M | 0.58% |
| 23 | HUMANA INC | HUM | 6,800 | $1.7M | 0.54% |
| 24 | UBER TECHNOLOGIES INC | UBER | 17,700 | $1.1M | 0.33% |
| 25 | FLUTTER ENTMT PLC | G3643J108 | 3,300 | $852,885 | 0.27% |
| 26 | AMAZON COM INC | AMZN | 2,392 | $524,781 | 0.16% |
| 27 | EXXON MOBIL CORP | XOM | 4,725 | $508,268 | 0.16% |
| 28 | PALANTIR TECHNOLOGIES INC | PLTR | 5,635 | $426,175 | 0.13% |
| 29 | BOOKING HOLDINGS INC | BKNG | 80 | $397,474 | 0.12% |
| 30 | UNITEDHEALTH GROUP INC | UNH | 699 | $353,596 | 0.11% |
| 31 | ELI LILLY & CO | LLY | 433 | $334,276 | 0.10% |
| 32 | NOVO-NORDISK A S | NONOF | 3,880 | $333,758 | 0.10% |
| 33 | NU HLDGS LTD | NU | 16,336 | $169,241 | 0.05% |
| 34 | WEIBO CORP | WEIBF | 10,400 | $99,320 | 0.03% |