PARUS FINANCE (UK) Ltd 13F Holdings

CIK 0001611519 · London, X0

As of Sep 30, 2025, PARUS FINANCE (UK) Ltd reported 30 positions worth $380.8M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology245,253$45.8M12.02%
ALPHABET INCGOOGLEquity176,073$42.8M11.24%
ALIBABA GROUP HOLDING LTDBABAConsumer Cyclical216,805$38.7M10.18%
META PLATFORMS INCMETACommunication Services52,132$38.3M10.05%
VISA INC-CLASS A SHARESVFinancial Services85,901$29.3M7.70%
ORACLE CORPORCLTechnology102,950$29.0M7.60%
BROADCOM INCAVGOTechnology86,789$28.6M7.52%
PDD HOLDINGS INCPDDConsumer Cyclical183,476$24.3M6.37%
SYNCHRONY FINANCIALSYFFinancial Services304,179$21.6M5.68%
MICROSOFT CORPMSFTTechnology29,789 5.4M4.05%
ADOBE INCADBETechnology32,490 1.5M3.01%
UNITEDHEALTH GROUP INCUNHHealthcare24,260$8.4M2.20%
TRIPCOM GROUP LTDTCOMIndustrials97,035$7.3M1.92%
OCCIDENTAL PETROLEUM CORPOXYEnergy193,270$6.4M1.69%
INTEL CORPINTCTechnology226,950$6.3M1.65%
CVS HEALTH CORPCVSHealthcare64,149$4.8M1.27%
SALESFORCE INCCRMTechnology20,333$4.8M1.27%
ELEVANCE HEALTH INCELVHealthcare11,089$3.6M0.94%
UBER TECHNOLOGIES INCUBERTechnology19,722 .9M0.51%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology6,180 .7M0.45%
HUMANA INCHUMHealthcare6,530 .7M0.45%
DOCUSIGN INCDOCUTechnology21,950 .6M0.42%
NU HOLDINGS LTDNUFinancial Services77,593 .2M0.33%
TESLA INCTSLAConsumer Cyclical2,330 .0M0.27%
PALANTIR TECHNOLOGIES INCPLTRTechnology5,445$993.3K0.26%