13F HOLDINGS REPORT
PARUS FINANCE (UK) Ltd
Quarter ended Q3 2025 · Filed November 12, 2025 · Accession 0001611519-25-000006
Total Value
$380.8M
Positions
30
Other Managers
0
Confidential Omitted
No
Holdings (30)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 245,253 | $45.8M | 12.02% |
| 2 | ALPHABET INC | GOOG | 176,073 | $42.8M | 11.24% |
| 3 | ALIBABA GROUP HLDG LTD | BBAAY | 216,805 | $38.7M | 10.18% |
| 4 | META PLATFORMS INC | META | 52,132 | $38.3M | 10.05% |
| 5 | VISA INC | V | 85,901 | $29.3M | 7.70% |
| 6 | ORACLE CORP | ORCL-PD | 102,950 | $29.0M | 7.60% |
| 7 | BROADCOM INC | AVGO | 86,789 | $28.6M | 7.52% |
| 8 | PDD HOLDINGS INC | PDD | 183,476 | $24.3M | 6.37% |
| 9 | SYNCHRONY FINANCIAL | SYF-PB | 304,179 | $21.6M | 5.68% |
| 10 | MICROSOFT CORP | MSFT | 29,789 | $15.4M | 4.05% |
| 11 | ADOBE INC | ADBE | 32,490 | $11.5M | 3.01% |
| 12 | UNITEDHEALTH GROUP INC | UNH | 24,260 | $8.4M | 2.20% |
| 13 | TRIP COM GROUP LTD | TRPCF | 97,035 | $7.3M | 1.92% |
| 14 | OCCIDENTAL PETE CORP | 674599105 | 193,270 | $6.4M | 1.69% |
| 15 | INTEL CORP | INTC | 226,950 | $6.3M | 1.65% |
| 16 | CVS HEALTH CORP | CVS | 64,149 | $4.8M | 1.27% |
| 17 | SALESFORCE INC | CRM | 20,333 | $4.8M | 1.27% |
| 18 | ELEVANCE HEALTH INC | ELV | 11,089 | $3.6M | 0.94% |
| 19 | UBER TECHNOLOGIES INC | UBER | 19,722 | $1.9M | 0.51% |
| 20 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 6,180 | $1.7M | 0.45% |
| 21 | HUMANA INC | HUM | 6,530 | $1.7M | 0.45% |
| 22 | DOCUSIGN INC | DOCU | 21,950 | $1.6M | 0.42% |
| 23 | NU HLDGS LTD | NU | 77,593 | $1.2M | 0.33% |
| 24 | TESLA INC | TSLA | 2,330 | $1.0M | 0.27% |
| 25 | PALANTIR TECHNOLOGIES INC | PLTR | 5,445 | $993,277 | 0.26% |
| 26 | CAPITAL ONE FINL CORP | 14040H105 | 4,285 | $910,905 | 0.24% |
| 27 | VERTIV HOLDINGS CO | VRT | 5,577 | $841,346 | 0.22% |
| 28 | FLUTTER ENTMT PLC | G3643J108 | 3,310 | $840,740 | 0.22% |
| 29 | AMAZON COM INC | AMZN | 3,086 | $677,593 | 0.18% |
| 30 | BOOKING HOLDINGS INC | BKNG | 75 | $404,945 | 0.11% |