13F HOLDINGS REPORT
PARUS FINANCE (UK) Ltd
Quarter ended Q4 2025 · Filed February 10, 2026 · Accession 0001611519-26-000002
Total Value
$380.5M
Positions
34
Other Managers
0
Confidential Omitted
No
Holdings (34)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 152,055 | $47.6M | 12.51% |
| 2 | NVIDIA CORPORATION | NVDA | 233,968 | $43.6M | 11.47% |
| 3 | META PLATFORMS INC | META | 53,677 | $35.4M | 9.31% |
| 4 | BROADCOM INC | AVGO | 94,660 | $32.8M | 8.61% |
| 5 | ALIBABA GROUP HLDG LTD | BBAAY | 220,055 | $32.3M | 8.48% |
| 6 | VISA INC | V | 85,811 | $30.1M | 7.91% |
| 7 | SYNCHRONY FINANCIAL | SYF-PB | 297,619 | $24.8M | 6.53% |
| 8 | ORACLE CORP | ORCL-PD | 116,770 | $22.8M | 5.98% |
| 9 | MICROSOFT CORP | MSFT | 29,979 | $14.5M | 3.81% |
| 10 | PDD HOLDINGS INC | PDD | 112,506 | $12.8M | 3.35% |
| 11 | MICRON TECHNOLOGY INC | MU | 43,060 | $12.3M | 3.23% |
| 12 | ADOBE INC | ADBE | 32,555 | $11.4M | 2.99% |
| 13 | UNITEDHEALTH GROUP INC | UNH | 28,110 | $9.3M | 2.44% |
| 14 | TRIP COM GROUP LTD | TRPCF | 97,785 | $7.0M | 1.85% |
| 15 | INTEL CORP | INTC | 227,567 | $6.0M | 1.58% |
| 16 | SALESFORCE INC | CRM | 20,123 | $5.3M | 1.40% |
| 17 | CVS HEALTH CORP | CVS | 64,149 | $5.1M | 1.34% |
| 18 | OCCIDENTAL PETE CORP | 674599105 | 165,220 | $4.7M | 1.23% |
| 19 | ELEVANCE HEALTH INC | ELV | 11,239 | $3.9M | 1.04% |
| 20 | THE CIGNA GROUP | 125523100 | 9,240 | $2.5M | 0.67% |
| 21 | ADVANCED MICRO DEVICES INC | AMD | 11,584 | $2.5M | 0.65% |
| 22 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 5,991 | $1.8M | 0.48% |
| 23 | HUMANA INC | HUM | 6,530 | $1.7M | 0.44% |
| 24 | UBER TECHNOLOGIES INC | UBER | 19,722 | $1.6M | 0.42% |
| 25 | DOCUSIGN INC | DOCU | 21,250 | $1.5M | 0.38% |
| 26 | NU HLDGS LTD | NU | 77,593 | $1.3M | 0.34% |
| 27 | TESLA INC | TSLA | 2,330 | $1.0M | 0.28% |
| 28 | CAPITAL ONE FINL CORP | 14040H105 | 4,285 | $1.0M | 0.27% |
| 29 | PALANTIR TECHNOLOGIES INC | PLTR | 5,445 | $967,849 | 0.25% |
| 30 | FLUTTER ENTMT PLC | G3643J108 | 3,850 | $827,904 | 0.22% |
| 31 | VERTIV HOLDINGS CO | VRT | 4,411 | $714,626 | 0.19% |
| 32 | WESTERN DIGITAL CORP. | WDC | 2,861 | $492,864 | 0.13% |
| 33 | AMAZON COM INC | AMZN | 1,881 | $434,172 | 0.11% |
| 34 | BOOKING HOLDINGS INC | BKNG | 75 | $401,650 | 0.11% |