Institutions / PARUS FINANCE (UK) Ltd

PARUS FINANCE (UK) Ltd

CIK 1611519 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$380.47M
Positions
34
As of
Dec 31, 2025

Top holdings

CompanyClassValueShares% of portfolio
Alphabet Inc.โ€”$47.59M152,05512.5%
NVIDIA Corpโ€”$43.64M233,96811.5%
Meta Platforms Incโ€”$35.43M53,6779.3%
Broadcom Inc.โ€”$32.76M94,6608.6%
Alibaba Group Holding LtdBABAADR$32.26M220,0558.5%
Visa Incโ€”$30.09M85,8117.9%
Synchrony Financialโ€”$24.83M297,6196.5%
Oracle Corpโ€”$22.76M116,7706.0%
Microsoft Corpโ€”$14.50M29,9793.8%
PDD Holdings Inc.PDDADR$12.76M112,5063.4%
Micron Technology Incโ€”$12.29M43,0603.2%
Adobe Inc.โ€”$11.39M32,5553.0%
Unitedhealth Group Incโ€”$9.28M28,1102.4%
Trip.com Group Ltd.TCOMADR$7.03M97,7851.8%
Intel Corpโ€”$6.00M227,5671.6%
Salesforce Incโ€”$5.33M20,1231.4%
CVS HEALTH Corpโ€”$5.09M64,1491.3%
Occidental Petroleum Corp /Deโ€”$4.69M165,2201.2%
Elevance Health Incโ€”$3.94M11,2391.0%
Cigna Groupโ€”$2.54M9,2400.7%
Advanced Micro Devices Incโ€”$2.48M11,5840.7%
Taiwan Semiconductor Manufacturing Co LtdTSMADR$1.82M5,9910.5%
Humana Incโ€”$1.67M6,5300.4%
Uber Technologies, Incโ€”$1.61M19,7220.4%
Docusign Incโ€”$1.45M21,2500.4%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
No quarter-over-quarter changes yet โ€” position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.