13F HOLDINGS REPORT
PARUS FINANCE (UK) Ltd
Quarter ended Q2 2025 · Filed August 15, 2025 · Accession 0001611519-25-000005
Total Value
$349.7M
Positions
32
Other Managers
0
Confidential Omitted
No
Holdings (32)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 295,013 | $46.6M | 13.33% |
| 2 | META PLATFORMS INC | META | 53,872 | $39.8M | 11.37% |
| 3 | VISA INC | V | 95,911 | $34.1M | 9.74% |
| 4 | ALPHABET INC | GOOG | 191,628 | $33.8M | 9.66% |
| 5 | BROADCOM INC | AVGO | 93,019 | $25.6M | 7.33% |
| 6 | ALIBABA GROUP HLDG LTD | BBAAY | 216,905 | $24.6M | 7.04% |
| 7 | SYNCHRONY FINANCIAL | SYF-PB | 316,089 | $21.1M | 6.03% |
| 8 | ORACLE CORP | ORCL-PD | 92,010 | $20.1M | 5.75% |
| 9 | PDD HOLDINGS INC | PDD | 176,856 | $18.5M | 5.29% |
| 10 | MICROSOFT CORP | MSFT | 30,739 | $15.3M | 4.37% |
| 11 | ADOBE INC | ADBE | 33,540 | $13.0M | 3.71% |
| 12 | SALESFORCE INC | CRM | 46,793 | $12.8M | 3.65% |
| 13 | CVS HEALTH CORP | CVS | 98,439 | $6.8M | 1.94% |
| 14 | OCCIDENTAL PETE CORP | 674599105 | 213,958 | $6.4M | 1.83% |
| 15 | TRIP COM GROUP LTD | TRPCF | 99,855 | $5.9M | 1.67% |
| 16 | ELEVANCE HEALTH INC | ELV | 11,259 | $4.4M | 1.25% |
| 17 | THE CIGNA GROUP | 125523100 | 12,440 | $4.1M | 1.18% |
| 18 | INTEL CORP | INTC | 201,559 | $3.4M | 0.97% |
| 19 | WESTERN DIGITAL CORP. | WDC | 32,220 | $2.1M | 0.59% |
| 20 | UBER TECHNOLOGIES INC | UBER | 18,477 | $1.7M | 0.49% |
| 21 | DOCUSIGN INC | DOCU | 21,950 | $1.7M | 0.49% |
| 22 | HUMANA INC | HUM | 6,530 | $1.6M | 0.46% |
| 23 | NU HLDGS LTD | NU | 77,593 | $1.1M | 0.30% |
| 24 | FLUTTER ENTMT PLC | G3643J108 | 3,310 | $945,866 | 0.27% |
| 25 | VERTIV HOLDINGS CO | VRT | 6,287 | $807,314 | 0.23% |
| 26 | PALANTIR TECHNOLOGIES INC | PLTR | 5,445 | $742,262 | 0.21% |
| 27 | TESLA INC | TSLA | 2,330 | $740,148 | 0.21% |
| 28 | CAPITAL ONE FINL CORP | 14040H105 | 3,260 | $693,598 | 0.20% |
| 29 | AMAZON COM INC | AMZN | 2,226 | $488,362 | 0.14% |
| 30 | BOOKING HOLDINGS INC | BKNG | 75 | $434,193 | 0.12% |
| 31 | ELI LILLY & CO | LLY | 407 | $317,269 | 0.09% |
| 32 | DRAFTKINGS INC NEW | DKNG | 4,711 | $202,055 | 0.06% |