PARUS FINANCE (UK) Ltd
PARUS FINANCE (UK) Ltd reported 37 holdings worth US$383M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 21, 2026
PARUS FINANCE (UK) Ltd reported 37 holdings worth US$383M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Nvidia Corporation and Micron Technology, Inc. Filed Jul 21, 2026 (Form 13F).
- Holdings
- 37
- Value as reported
- US$383M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 129K | US$46M | 12.0% |
| Nvidia Corporation | 218K | US$43.7M | 11.4% |
| Micron Technology, Inc. | 31,113 | US$35.9M | 9.4% |
| Meta Platforms, Inc. | 63,267 | US$35.6M | 9.3% |
| Broadcom Inc. | 81,561 | US$30.8M | 8.0% |
| Visa Inc. | 71,238 | US$24.4M | 6.4% |
| Synchrony Financial | 320K | US$24.3M | 6.3% |
| Oracle Corporation | 132K | US$19.3M | 5.0% |
| Intel Corporation | 153K | US$17.9M | 4.7% |
| Unitedhealth Group Incorporated | 26,515 | US$11M | 2.9% |
| Microsoft Corp. | 27,572 | US$10.3M | 2.7% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 18,111 | US$8.65M | 2.3% |
| Adobe Inc. | 38,873 | US$7.97M | 2.1% |
| Cvs Health Corporation | 63,399 | US$6.56M | 1.7% |
| Elevance Health, Inc. | 10,148 | US$3.92M | 1.0% |
| Trip.com Group Ltd. | 95,572 | US$3.81M | 0.99% |
| Nu Holdings Ltd. | 268K | US$3.58M | 0.93% |
| The Cigna Group | 12,556 | US$3.46M | 0.90% |
| Salesforce, Inc. | 19,745 | US$3.09M | 0.81% |
| Applied Materials, Inc. | 2,035 | US$1.47M | 0.38% |
| Uber Technologies, Inc. | 19,336 | US$1.4M | 0.36% |
| Occidental Petroleum Corporation | 35,983 | US$1.27M | 0.33% |
| Capital One Financial Corporation | 5,565 | US$1.12M | 0.29% |
| Vertiv Holdings, Llc | 2,783 | US$932K | 0.24% |
| Docusign, Inc. | 19,950 | US$886K | 0.23% |
| Palantir Technologies Inc. | 5,545 | US$647K | 0.17% |
| Booking Holdings Inc. Common Stock | 2,597 | US$463K | 0.12% |
| Exxon Mobil Corporation | 2,684 | US$367K | 0.10% |
| Amazon.com, Inc. | 1,447 | US$345K | 0.09% |
| Western Digital Corporation | 509 | US$325K | 0.08% |
| Servicenow, Inc. | 2,883 | US$286K | 0.07% |
| Sandisk Corporation | 75 | US$171K | 0.04% |
| Tesla, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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