13F HOLDINGS REPORT
PARUS FINANCE (UK) Ltd
Quarter ended Q1 2025 · Filed May 9, 2025 · Accession 0001611519-25-000003
Total Value
$292.9M
Positions
32
Other Managers
0
Confidential Omitted
No
Holdings (32)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VISA INC | V | 99,403 | $34.8M | 11.89% |
| 2 | NVIDIA CORPORATION | NVDA | 311,623 | $33.8M | 11.53% |
| 3 | ALPHABET INC | GOOG | 197,171 | $30.5M | 10.41% |
| 4 | META PLATFORMS INC | META | 50,980 | $29.4M | 10.03% |
| 5 | ALIBABA GROUP HLDG LTD | BBAAY | 192,855 | $25.5M | 8.71% |
| 6 | PDD HOLDINGS INC | PDD | 197,984 | $23.4M | 8.00% |
| 7 | BROADCOM INC | AVGO | 100,578 | $16.8M | 5.75% |
| 8 | ORACLE CORP | ORCL-PD | 97,158 | $13.6M | 4.64% |
| 9 | ADOBE INC | ADBE | 34,815 | $13.4M | 4.56% |
| 10 | MICROSOFT CORP | MSFT | 31,413 | $11.8M | 4.03% |
| 11 | OCCIDENTAL PETE CORP | 674599105 | 223,493 | $11.0M | 3.77% |
| 12 | SALESFORCE INC | CRM | 30,580 | $8.2M | 2.80% |
| 13 | CVS HEALTH CORP | CVS | 102,360 | $6.9M | 2.37% |
| 14 | TRIP COM GROUP LTD | TRPCF | 105,329 | $6.7M | 2.29% |
| 15 | ELEVANCE HEALTH INC | ELV | 12,047 | $5.2M | 1.79% |
| 16 | INTEL CORP | INTC | 225,189 | $5.1M | 1.75% |
| 17 | THE CIGNA GROUP | 125523100 | 12,990 | $4.3M | 1.46% |
| 18 | DOCUSIGN INC | DOCU | 22,210 | $1.8M | 0.62% |
| 19 | HUMANA INC | HUM | 6,570 | $1.7M | 0.59% |
| 20 | WESTERN DIGITAL CORP. | WDC | 33,950 | $1.4M | 0.47% |
| 21 | UBER TECHNOLOGIES INC | UBER | 18,697 | $1.4M | 0.47% |
| 22 | SYNCHRONY FINANCIAL | SYF-PB | 25,115 | $1.3M | 0.45% |
| 23 | FLUTTER ENTMT PLC | G3643J108 | 3,350 | $742,193 | 0.25% |
| 24 | UNITEDHEALTH GROUP INC | UNH | 1,377 | $721,204 | 0.25% |
| 25 | NU HLDGS LTD | NU | 64,273 | $658,156 | 0.22% |
| 26 | TESLA INC | TSLA | 2,370 | $614,209 | 0.21% |
| 27 | PALANTIR TECHNOLOGIES INC | PLTR | 5,635 | $475,594 | 0.16% |
| 28 | AMAZON COM INC | AMZN | 2,246 | $427,324 | 0.15% |
| 29 | VERTIV HOLDINGS CO | VRT | 5,059 | $365,260 | 0.12% |
| 30 | BOOKING HOLDINGS INC | BKNG | 75 | $345,518 | 0.12% |
| 31 | ELI LILLY & CO | LLY | 407 | $336,145 | 0.11% |
| 32 | DRAFTKINGS INC NEW | DKNG | 4,761 | $158,113 | 0.05% |