Filed: 2/12/2025ACC: 0001611519-25-000002
📋 What this filing means
PARUS FINANCE (UK) LTD filed this quarterly 13F‑HR report disclosing 34 equity positions with a total reported market value of $318.99M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
34
Positions
$318.99M
Total AUM (reported)
2.80M
Total Shares
Allocation by class
COM$173.56M54.4%
CL A$38.38M12.0%
CAP STK CL A$37.27M11.7%
COM CL A$33.86M10.6%
SPONSORED ADS$28.29M8.9%
ADS$6.18M1.9%
SHS$852.9K0.3%
Portfolio Concentration
Top 3$113.23M35.5%
4–10$126.60M39.7%
11–25$76.02M23.8%
Rest$3.15M1.0%
Top 3 weight
35.5%
Top 10 weight
75.2%
Voting Authority Distribution
Total shares with voting rights: 2.80M
Sole
Full voting authority
2.80M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole34
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings34
Rows:
NVIDIA CORPORATION
SOLEShares283.01K
TypeSH
Market value$38.01M
11.91%
Sole
283.01K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares64.82K
TypeSH
Market value$37.95M
11.90%
Sole
64.82K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares196.87K
TypeSH
Market value$37.27M
11.68%
Sole
196.87K
Shared
0.00
None
0.00
VISA INC
SOLEShares107.14K
TypeSH
Market value$33.86M
10.61%
Sole
107.14K
Shared
0.00
None
0.00
PDD HOLDINGS INC
SOLEShares219.71K
TypeSH
Market value$21.31M
6.68%
Sole
219.71K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares103.37K
TypeSH
Market value$17.22M
5.40%
Sole
103.37K
Shared
0.00
None
0.00
ADOBE INC
SOLEShares37.05K
TypeSH
Market value$16.47M
5.16%
Sole
37.05K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares33.51K
TypeSH
Market value$14.13M
4.43%
Sole
33.51K
Shared
0.00
None
0.00
OCCIDENTAL PETE CORP
SOLEShares241.62K
TypeSH
Market value$11.94M
3.74%
Sole
241.62K
Shared
0.00
None
0.00
INTEL CORP
SOLEShares581.84K
TypeSH
Market value$11.67M
3.66%
Sole
581.84K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares32.25K
TypeSH
Market value$10.78M
3.38%
Sole
32.25K
Shared
0.00
None
0.00
SOUTHWEST AIRLS CO
SOLEShares295.97K
TypeSH
Market value$9.95M
3.12%
Sole
295.97K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares36.54K
TypeSH
Market value$8.47M
2.66%
Sole
36.54K
Shared
0.00
None
0.00
WESTERN DIGITAL CORP.
SOLEShares119.66K
TypeSH
Market value$7.14M
2.24%
Sole
119.66K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares82.32K
TypeSH
Market value$6.98M
2.19%
Sole
82.32K
Shared
0.00
None
0.00
TRIP COM GROUP LTD
SOLEShares90.03K
TypeSH
Market value$6.18M
1.94%
Sole
90.03K
Shared
0.00
None
0.00
TESLA INC
SOLEShares14.53K
TypeSH
Market value$5.87M
1.84%
Sole
14.53K
Shared
0.00
None
0.00
CVS HEALTH CORP
SOLEShares108.53K
TypeSH
Market value$4.87M
1.53%
Sole
108.53K
Shared
0.00
None
0.00
ELEVANCE HEALTH INC
SOLEShares12.41K
TypeSH
Market value$4.58M
1.43%
Sole
12.41K
Shared
0.00
None
0.00
THE CIGNA GROUP
SOLEShares13.54K
TypeSH
Market value$3.74M
1.17%
Sole
13.54K
Shared
0.00
None
0.00
SYNCHRONY FINANCIAL
SOLEShares30.12K
TypeSH
Market value$1.96M
0.61%
Sole
30.12K
Shared
0.00
None
0.00
DOCUSIGN INC
SOLEShares20.70K
TypeSH
Market value$1.86M
0.58%
Sole
20.70K
Shared
0.00
None
0.00
HUMANA INC
SOLEShares6.80K
TypeSH
Market value$1.73M
0.54%
Sole
6.80K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares17.70K
TypeSH
Market value$1.07M
0.33%
Sole
17.70K
Shared
0.00
None
0.00
FLUTTER ENTMT PLC
SOLEShares3.30K
TypeSH
Market value$852.9K
0.27%
Sole
3.30K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 283.01K | SH | $38.01M 11.91% | 283.01K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 64.82K | SH | $37.95M 11.90% | 64.82K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 196.87K | SH | $37.27M 11.68% | 196.87K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 107.14K | SH | $33.86M 10.61% | 107.14K | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 219.71K | SH | $21.31M 6.68% | 219.71K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 103.37K | SH | $17.22M 5.40% | 103.37K | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 37.05K | SH | $16.47M 5.16% | 37.05K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 33.51K | SH | $14.13M 4.43% | 33.51K | 0.00 | 0.00 |
OCCIDENTAL PETE CORPSOLE | COM | 241.62K | SH | $11.94M 3.74% | 241.62K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 581.84K | SH | $11.67M 3.66% | 581.84K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 32.25K | SH | $10.78M 3.38% | 32.25K | 0.00 | 0.00 |
SOUTHWEST AIRLS COSOLE | COM | 295.97K | SH | $9.95M 3.12% | 295.97K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 36.54K | SH | $8.47M 2.66% | 36.54K | 0.00 | 0.00 |
WESTERN DIGITAL CORP.SOLE | COM | 119.66K | SH | $7.14M 2.24% | 119.66K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 82.32K | SH | $6.98M 2.19% | 82.32K | 0.00 | 0.00 |
TRIP COM GROUP LTDSOLE | ADS | 90.03K | SH | $6.18M 1.94% | 90.03K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 14.53K | SH | $5.87M 1.84% | 14.53K | 0.00 | 0.00 |
CVS HEALTH CORPSOLE | COM | 108.53K | SH | $4.87M 1.53% | 108.53K | 0.00 | 0.00 |
ELEVANCE HEALTH INCSOLE | COM | 12.41K | SH | $4.58M 1.43% | 12.41K | 0.00 | 0.00 |
THE CIGNA GROUPSOLE | COM | 13.54K | SH | $3.74M 1.17% | 13.54K | 0.00 | 0.00 |
SYNCHRONY FINANCIALSOLE | COM | 30.12K | SH | $1.96M 0.61% | 30.12K | 0.00 | 0.00 |
DOCUSIGN INCSOLE | COM | 20.70K | SH | $1.86M 0.58% | 20.70K | 0.00 | 0.00 |
HUMANA INCSOLE | COM | 6.80K | SH | $1.73M 0.54% | 6.80K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 17.70K | SH | $1.07M 0.33% | 17.70K | 0.00 | 0.00 |
FLUTTER ENTMT PLCSOLE | SHS | 3.30K | SH | $852.9K 0.27% | 3.30K | 0.00 | 0.00 |
Page 1 of 2