Filed: 5/9/2025ACC: 0001611519-25-000003
📋 What this filing means
PARUS FINANCE (UK) LTD filed this quarterly 13F‑HR report disclosing 32 equity positions with a total reported market value of $292.94M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
32
Positions
$292.94M
Total AUM (reported)
2.22M
Total Shares
Allocation by class
COM$140.20M47.9%
SPONSORED ADS$48.93M16.7%
COM CL A$35.36M12.1%
CAP STK CL A$30.49M10.4%
CL A$29.86M10.2%
ADS$6.70M2.3%
SHS$742.2K0.3%
Portfolio Concentration
Top 3$99.10M33.8%
4–10$133.88M45.7%
11–25$57.23M19.5%
Rest$2.72M0.9%
Top 3 weight
33.8%
Top 10 weight
79.5%
Voting Authority Distribution
Total shares with voting rights: 2.22M
Sole
Full voting authority
2.22M
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)
Sole32
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings32
Rows:
VISA INC
SOLEShares99.40K
TypeSH
Market value$34.84M
11.89%
Sole
99.40K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares311.62K
TypeSH
Market value$33.77M
11.53%
Sole
311.62K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares197.17K
TypeSH
Market value$30.49M
10.41%
Sole
197.17K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares50.98K
TypeSH
Market value$29.38M
10.03%
Sole
50.98K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares192.85K
TypeSH
Market value$25.50M
8.71%
Sole
192.85K
Shared
0.00
None
0.00
PDD HOLDINGS INC
SOLEShares197.98K
TypeSH
Market value$23.43M
8.00%
Sole
197.98K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares100.58K
TypeSH
Market value$16.84M
5.75%
Sole
100.58K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares97.16K
TypeSH
Market value$13.58M
4.64%
Sole
97.16K
Shared
0.00
None
0.00
ADOBE INC
SOLEShares34.81K
TypeSH
Market value$13.35M
4.56%
Sole
34.81K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares31.41K
TypeSH
Market value$11.79M
4.03%
Sole
31.41K
Shared
0.00
None
0.00
OCCIDENTAL PETE CORP
SOLEShares223.49K
TypeSH
Market value$11.03M
3.77%
Sole
223.49K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares30.58K
TypeSH
Market value$8.21M
2.80%
Sole
30.58K
Shared
0.00
None
0.00
CVS HEALTH CORP
SOLEShares102.36K
TypeSH
Market value$6.93M
2.37%
Sole
102.36K
Shared
0.00
None
0.00
TRIP COM GROUP LTD
SOLEShares105.33K
TypeSH
Market value$6.70M
2.29%
Sole
105.33K
Shared
0.00
None
0.00
ELEVANCE HEALTH INC
SOLEShares12.05K
TypeSH
Market value$5.24M
1.79%
Sole
12.05K
Shared
0.00
None
0.00
INTEL CORP
SOLEShares225.19K
TypeSH
Market value$5.11M
1.75%
Sole
225.19K
Shared
0.00
None
0.00
THE CIGNA GROUP
SOLEShares12.99K
TypeSH
Market value$4.27M
1.46%
Sole
12.99K
Shared
0.00
None
0.00
DOCUSIGN INC
SOLEShares22.21K
TypeSH
Market value$1.81M
0.62%
Sole
22.21K
Shared
0.00
None
0.00
HUMANA INC
SOLEShares6.57K
TypeSH
Market value$1.74M
0.59%
Sole
6.57K
Shared
0.00
None
0.00
WESTERN DIGITAL CORP.
SOLEShares33.95K
TypeSH
Market value$1.37M
0.47%
Sole
33.95K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares18.70K
TypeSH
Market value$1.36M
0.47%
Sole
18.70K
Shared
0.00
None
0.00
SYNCHRONY FINANCIAL
SOLEShares25.11K
TypeSH
Market value$1.33M
0.45%
Sole
25.11K
Shared
0.00
None
0.00
FLUTTER ENTMT PLC
SOLEShares3.35K
TypeSH
Market value$742.2K
0.25%
Sole
3.35K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares1.38K
TypeSH
Market value$721.2K
0.25%
Sole
1.38K
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares64.27K
TypeSH
Market value$658.2K
0.22%
Sole
64.27K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VISA INCSOLE | COM CL A | 99.40K | SH | $34.84M 11.89% | 99.40K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 311.62K | SH | $33.77M 11.53% | 311.62K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 197.17K | SH | $30.49M 10.41% | 197.17K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 50.98K | SH | $29.38M 10.03% | 50.98K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 192.85K | SH | $25.50M 8.71% | 192.85K | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 197.98K | SH | $23.43M 8.00% | 197.98K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 100.58K | SH | $16.84M 5.75% | 100.58K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 97.16K | SH | $13.58M 4.64% | 97.16K | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 34.81K | SH | $13.35M 4.56% | 34.81K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 31.41K | SH | $11.79M 4.03% | 31.41K | 0.00 | 0.00 |
OCCIDENTAL PETE CORPSOLE | COM | 223.49K | SH | $11.03M 3.77% | 223.49K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 30.58K | SH | $8.21M 2.80% | 30.58K | 0.00 | 0.00 |
CVS HEALTH CORPSOLE | COM | 102.36K | SH | $6.93M 2.37% | 102.36K | 0.00 | 0.00 |
TRIP COM GROUP LTDSOLE | ADS | 105.33K | SH | $6.70M 2.29% | 105.33K | 0.00 | 0.00 |
ELEVANCE HEALTH INCSOLE | COM | 12.05K | SH | $5.24M 1.79% | 12.05K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 225.19K | SH | $5.11M 1.75% | 225.19K | 0.00 | 0.00 |
THE CIGNA GROUPSOLE | COM | 12.99K | SH | $4.27M 1.46% | 12.99K | 0.00 | 0.00 |
DOCUSIGN INCSOLE | COM | 22.21K | SH | $1.81M 0.62% | 22.21K | 0.00 | 0.00 |
HUMANA INCSOLE | COM | 6.57K | SH | $1.74M 0.59% | 6.57K | 0.00 | 0.00 |
WESTERN DIGITAL CORP.SOLE | COM | 33.95K | SH | $1.37M 0.47% | 33.95K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 18.70K | SH | $1.36M 0.47% | 18.70K | 0.00 | 0.00 |
SYNCHRONY FINANCIALSOLE | COM | 25.11K | SH | $1.33M 0.45% | 25.11K | 0.00 | 0.00 |
FLUTTER ENTMT PLCSOLE | SHS | 3.35K | SH | $742.2K 0.25% | 3.35K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 1.38K | SH | $721.2K 0.25% | 1.38K | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 64.27K | SH | $658.2K 0.22% | 64.27K | 0.00 | 0.00 |
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