PARUS FINANCE (UK) Ltd
Net seller this quarter
$383M
36
-$42.5M
77.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 GOOGL | $46M | 12.00% | 0.00% | -9.8% | Q4 2015 |
 NVDA | $43.7M | 11.40% | 0.00% | -2.9% | Q4 2016 |
 MU | $35.9M | 9.37% | 0.00% | -36.5% | Q1 2021 |
 META | $35.6M | 9.30% | Not reported | +23.0% | Q3 2012 |
 AVGO | $30.8M | 8.04% | 0.00% | -11.7% | Q4 2024 |
 V | $24.4M | 6.38% | 0.00% | -1.6% | Q3 2012 |
 SYF | $24.3M | 6.34% | 0.10% | -1.9% | Q2 2020 |
 BABA | $19.6M | 5.10% | 0.01% | -2.0% | Q2 2016 |
 ORCL | $19.3M | 5.04% | 0.00% | -2.1% | Q1 2021 |
 INTC | $17.9M | 4.66% | 0.00% | -37.7% | Q4 2017 |
 UNH | $11M | 2.88% | 0.00% | -2.0% | Q3 2024 |
 MSFT | $10.3M | 2.68% | 0.00% | -5.3% | Q1 2018 |
 TSM | $8.65M | 2.26% | 0.00% | +215.2% | Q3 2025 |
 ADBE | $7.97M | 2.08% | 0.01% | -2.5% | Q1 2017 |
 PDD | $7.05M | 1.84% | 0.00% | -2.2% | Q4 2023 |
 CVS | $6.56M | 1.71% | 0.01% | +0.9% | Q1 2019 |
 ELV | $3.92M | 1.02% | 0.00% | -4.9% | Q3 2019 |
 TCOM | $3.81M | 0.99% | 0.01% | -2.1% | Q4 2019 |
 NU | $3.58M | 0.93% | Not reported | +79.4% | Q1 2024 |
 CI | $3.46M | 0.90% | 0.00% | -4.5% | Q1 2019 |
 CRM | $3.09M | 0.81% | 0.00% | -2.2% | Q3 2024 |
 AMAT | $1.47M | 0.38% | 0.00% | +16.8% | Q1 2026 |
 UBER | $1.4M | 0.36% | 0.00% | -0.5% | Q4 2024 |
 OXY | $1.27M | 0.33% | 0.00% | -75.1% | Q3 2023 |
 COF | $1.12M | 0.29% | 0.00% | -3.8% | Q3 2012 |
 VRT | $932K | 0.24% | 0.00% | -26.2% | Q1 2025 |
 DOCU | $886K | 0.23% | 0.01% | Not reported | Q4 2024 |
 PLTR | $647K | 0.17% | 0.00% | Not reported | Q1 2024 |
 FLUT | $503K | 0.13% | 0.00% | -3.8% | Q1 2024 |
 BKNG | $463K | 0.12% | 0.00% | -3.8% | Q1 2018 |
 STX | $442K | 0.12% | 0.00% | New | Q2 2026 |
 XOM | $367K | 0.10% | 0.00% | -37.9% | Q1 2022 |
 AMZN | $345K | 0.09% | 0.00% | -13.5% | Q3 2012 |
 WDC | $325K | 0.08% | 0.00% | -75.0% | Q1 2024 |
 NOW | $286K | 0.07% | 0.00% | +48.0% | Q1 2026 |
 SNDK | $171K | 0.04% | 0.00% | -92.8% | Q3 2012 |
| Q1 2026 | |||||
| GOOGL | $41M | 12.26% | 0.00% | -6.2% | Q4 2015 |
| NVDA | $39.2M | 11.71% | 0.00% | -4.0% | Q4 2016 |
| META | $29.4M | 8.80% | Not reported | -4.1% | Q3 2012 |
| AVGO | $28.6M | 8.55% | 0.00% | -2.4% | Q4 2024 |
| BABA | $26.1M | 7.80% | 0.01% | -5.6% | Q2 2016 |
| SYF | $22.2M | 6.63% | 0.10% | +9.5% | Q2 2020 |
| V | $21.9M | 6.54% | 0.00% | -15.7% | Q3 2012 |
| ORCL | $19.8M | 5.92% | 0.00% | +15.2% | Q1 2021 |
| MU | $16.6M | 4.95% | 0.00% | +13.8% | Q1 2021 |
| MSFT | $10.8M | 3.22% | 0.00% | -2.9% | Q1 2018 |
| ADBE | $9.7M | 2.90% | 0.01% | +22.5% | Q1 2017 |
| PDD | $9.66M | 2.89% | 0.00% | -16.0% | Q4 2023 |
| INTC | $8.64M | 2.58% | 0.00% | +7.8% | Q4 2017 |
| UNH | $7.32M | 2.19% | 0.00% | -3.8% | Q3 2024 |
| OXY | $7.29M | 2.18% | 0.01% | -12.5% | Q3 2023 |
| TCOM | $4.86M | 1.45% | 0.02% | -0.2% | Q4 2019 |
| CVS | $4.51M | 1.35% | 0.00% | -2.0% | Q1 2019 |
| CRM | $3.77M | 1.13% | 0.00% | +0.3% | Q3 2024 |
| CI | $3.51M | 1.05% | 0.01% | +42.2% | Q1 2019 |
| ELV | $3.12M | 0.93% | 0.00% | -5.1% | Q3 2019 |
| NU | $2.15M | 0.64% | Not reported | +92.6% | Q1 2024 |
| TSM | $1.94M | 0.58% | 0.00% | -4.1% | Q3 2025 |
| UBER | $1.4M | 0.42% | 0.00% | -1.5% | Q4 2024 |
| COF | $1.06M | 0.32% | 0.00% | +35.1% | Q3 2012 |
| DOCU | $946K | 0.28% | 0.01% | -6.1% | Q4 2024 |
| VRT | $945K | 0.28% | 0.00% | -14.5% | Q1 2025 |
 TSLA | $881K | 0.26% | 0.00% | +1.7% | Q2 2013 |
| PLTR | $811K | 0.24% | 0.00% | +1.8% | Q1 2024 |
| XOM | $733K | 0.22% | 0.00% | Not reported | Q1 2022 |
| SNDK | $663K | 0.20% | 0.00% | Not reported | Q3 2012 |
| AMAT | $596K | 0.18% | 0.00% | New | Q1 2026 |
| WDC | $551K | 0.16% | 0.00% | -28.8% | Q1 2024 |
| FLUT | $521K | 0.16% | 0.00% | +32.8% | Q1 2024 |
| BKNG | $455K | 0.14% | 0.00% | +44.0% | Q1 2018 |
| AMZN | $348K | 0.10% | 0.00% | -11.1% | Q3 2012 |
| NOW | $204K | 0.06% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
| GOOGL | $47.6M | 12.51% | 0.00% | -13.6% | Q4 2015 |
| NVDA | $43.6M | 11.47% | 0.00% | -4.6% | Q4 2016 |
| META | $35.4M | 9.31% | Not reported | +3.0% | Q3 2012 |
| AVGO | $32.8M | 8.61% | 0.00% | +9.1% | Q4 2024 |
| BABA | $32.3M | 8.48% | 0.00% | +1.5% | Q2 2016 |
| V | $30.1M | 7.91% | 0.00% | -0.1% | Q3 2012 |
| SYF | $24.8M | 6.53% | 0.09% | -2.2% | Q2 2020 |
| ORCL | $22.8M | 5.98% | 0.00% | +13.4% | Q1 2021 |
| MSFT | $14.5M | 3.81% | 0.00% | +0.6% | Q1 2018 |
| PDD | $12.8M | 3.35% | 0.00% | -38.7% | Q4 2023 |
| MU | $12.3M | 3.23% | 0.00% | Not reported | Q1 2021 |
| ADBE | $11.4M | 2.99% | 0.01% | +0.2% | Q1 2017 |
| UNH | $9.28M | 2.44% | 0.00% | +15.9% | Q3 2024 |
| TCOM | $7.03M | 1.85% | 0.02% | +0.8% | Q4 2019 |
| INTC | $6M | 1.58% | 0.00% | +0.3% | Q4 2017 |
| CRM | $5.33M | 1.40% | 0.00% | -1.0% | Q3 2024 |
| CVS | $5.09M | 1.34% | 0.01% | Not reported | Q1 2019 |
| OXY | $4.69M | 1.23% | 0.02% | -14.5% | Q3 2023 |
| ELV | $3.94M | 1.04% | 0.01% | +1.4% | Q3 2019 |
| CI | $2.54M | 0.67% | 0.00% | Not reported | Q1 2019 |
| TSM | $1.82M | 0.48% | 0.00% | -3.1% | Q3 2025 |
 HUM | $1.67M | 0.44% | 0.01% | Not reported | Q1 2019 |
| UBER | $1.61M | 0.42% | 0.00% | Not reported | Q4 2024 |
| DOCU | $1.45M | 0.38% | 0.01% | -3.2% | Q4 2024 |
| NU | $1.3M | 0.34% | Not reported | Not reported | Q1 2024 |
| TSLA | $1.05M | 0.28% | 0.00% | Not reported | Q2 2013 |
| COF | $1.04M | 0.27% | 0.00% | Not reported | Q3 2012 |
| PLTR | $968K | 0.25% | 0.00% | Not reported | Q1 2024 |
| FLUT | $828K | 0.22% | 0.00% | +16.3% | Q1 2024 |
| VRT | $715K | 0.19% | 0.00% | -20.9% | Q1 2025 |
| WDC | $493K | 0.13% | 0.00% | Not reported | Q1 2024 |
| AMZN | $434K | 0.11% | 0.00% | -39.1% | Q3 2012 |
| BKNG | $402K | 0.11% | 0.00% | Not reported | Q1 2018 |
| Q3 2025 | |||||
| NVDA | $45.8M | 12.02% | 0.00% | -16.9% | Q4 2016 |
| GOOGL | $42.8M | 11.24% | 0.00% | -8.1% | Q4 2015 |
| BABA | $38.7M | 10.18% | 0.00% | -0.1% | Q2 2016 |
| META | $38.3M | 10.05% | Not reported | -3.2% | Q3 2012 |
| V | $29.3M | 7.70% | 0.00% | -10.4% | Q3 2012 |
| ORCL | $29M | 7.60% | 0.00% | +11.9% | Q1 2021 |
| AVGO | $28.6M | 7.52% | 0.00% | -6.7% | Q4 2024 |
| PDD | $24.3M | 6.37% | 0.00% | +3.7% | Q4 2023 |
| SYF | $21.6M | 5.68% | 0.08% | -3.8% | Q2 2020 |
| MSFT | $15.4M | 4.05% | 0.00% | -3.1% | Q1 2018 |
| ADBE | $11.5M | 3.01% | 0.01% | -3.1% | Q1 2017 |
| UNH | $8.38M | 2.20% | 0.00% | Not reported | Q3 2024 |
| TCOM | $7.3M | 1.92% | 0.01% | -2.8% | Q4 2019 |
| OXY | $6.43M | 1.69% | 0.02% | -9.7% | Q3 2023 |
| INTC | $6.3M | 1.65% | 0.00% | +12.6% | Q4 2017 |
| CVS | $4.84M | 1.27% | 0.01% | -34.8% | Q1 2019 |
| CRM | $4.82M | 1.27% | 0.00% | -56.6% | Q3 2024 |
| ELV | $3.58M | 0.94% | 0.01% | -1.5% | Q3 2019 |
| UBER | $1.93M | 0.51% | 0.00% | +6.7% | Q4 2024 |
| TSM | $1.73M | 0.45% | 0.00% | New | Q3 2025 |
| HUM | $1.7M | 0.45% | 0.01% | Not reported | Q1 2019 |
| DOCU | $1.58M | 0.42% | 0.01% | Not reported | Q4 2024 |
| NU | $1.24M | 0.33% | Not reported | Not reported | Q1 2024 |
| TSLA | $1.04M | 0.27% | 0.00% | Not reported | Q2 2013 |
| PLTR | $993K | 0.26% | 0.00% | Not reported | Q1 2024 |
| COF | $911K | 0.24% | 0.00% | +31.4% | Q3 2012 |
| VRT | $841K | 0.22% | 0.00% | -11.3% | Q1 2025 |
| FLUT | $841K | 0.22% | 0.00% | Not reported | Q1 2024 |
| AMZN | $678K | 0.18% | 0.00% | +38.6% | Q3 2012 |
| BKNG | $405K | 0.11% | 0.00% | Not reported | Q1 2018 |