Filed: 8/15/2025ACC: 0001611519-25-000005
📋 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 $349.66M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
32
Positions
$349.66M
Total AUM (reported)
2.46M
Total Shares
Allocation by class
COM$189.35M54.2%
SPONSORED ADS$43.11M12.3%
CL A$40.50M11.6%
COM CL A$35.06M10.0%
CAP STK CL A$33.77M9.7%
ADS$5.86M1.7%
ORD SHS CL A$1.06M0.3%
Portfolio Concentration
Top 3$120.42M34.4%
4–10$159.02M45.5%
11–25$66.60M19.0%
Rest$3.62M1.0%
Top 3 weight
34.4%
Top 10 weight
79.9%
Voting Authority Distribution
Total shares with voting rights: 2.46M
Sole
Full voting authority
2.46M
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:
NVIDIA CORPORATION
SOLEShares295.01K
TypeSH
Market value$46.61M
13.33%
Sole
295.01K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares53.87K
TypeSH
Market value$39.76M
11.37%
Sole
53.87K
Shared
0.00
None
0.00
VISA INC
SOLEShares95.91K
TypeSH
Market value$34.05M
9.74%
Sole
95.91K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares191.63K
TypeSH
Market value$33.77M
9.66%
Sole
191.63K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares93.02K
TypeSH
Market value$25.64M
7.33%
Sole
93.02K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares216.91K
TypeSH
Market value$24.60M
7.04%
Sole
216.91K
Shared
0.00
None
0.00
SYNCHRONY FINANCIAL
SOLEShares316.09K
TypeSH
Market value$21.10M
6.03%
Sole
316.09K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares92.01K
TypeSH
Market value$20.12M
5.75%
Sole
92.01K
Shared
0.00
None
0.00
PDD HOLDINGS INC
SOLEShares176.86K
TypeSH
Market value$18.51M
5.29%
Sole
176.86K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares30.74K
TypeSH
Market value$15.29M
4.37%
Sole
30.74K
Shared
0.00
None
0.00
ADOBE INC
SOLEShares33.54K
TypeSH
Market value$12.98M
3.71%
Sole
33.54K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares46.79K
TypeSH
Market value$12.76M
3.65%
Sole
46.79K
Shared
0.00
None
0.00
CVS HEALTH CORP
SOLEShares98.44K
TypeSH
Market value$6.79M
1.94%
Sole
98.44K
Shared
0.00
None
0.00
OCCIDENTAL PETE CORP
SOLEShares213.96K
TypeSH
Market value$6.41M
1.83%
Sole
213.96K
Shared
0.00
None
0.00
TRIP COM GROUP LTD
SOLEShares99.86K
TypeSH
Market value$5.86M
1.67%
Sole
99.86K
Shared
0.00
None
0.00
ELEVANCE HEALTH INC
SOLEShares11.26K
TypeSH
Market value$4.38M
1.25%
Sole
11.26K
Shared
0.00
None
0.00
THE CIGNA GROUP
SOLEShares12.44K
TypeSH
Market value$4.11M
1.18%
Sole
12.44K
Shared
0.00
None
0.00
INTEL CORP
SOLEShares201.56K
TypeSH
Market value$3.40M
0.97%
Sole
201.56K
Shared
0.00
None
0.00
WESTERN DIGITAL CORP.
SOLEShares32.22K
TypeSH
Market value$2.06M
0.59%
Sole
32.22K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares18.48K
TypeSH
Market value$1.72M
0.49%
Sole
18.48K
Shared
0.00
None
0.00
DOCUSIGN INC
SOLEShares21.95K
TypeSH
Market value$1.71M
0.49%
Sole
21.95K
Shared
0.00
None
0.00
HUMANA INC
SOLEShares6.53K
TypeSH
Market value$1.60M
0.46%
Sole
6.53K
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares77.59K
TypeSH
Market value$1.06M
0.30%
Sole
77.59K
Shared
0.00
None
0.00
FLUTTER ENTMT PLC
SOLEShares3.31K
TypeSH
Market value$945.9K
0.27%
Sole
3.31K
Shared
0.00
None
0.00
VERTIV HOLDINGS CO
SOLEShares6.29K
TypeSH
Market value$807.3K
0.23%
Sole
6.29K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 295.01K | SH | $46.61M 13.33% | 295.01K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 53.87K | SH | $39.76M 11.37% | 53.87K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 95.91K | SH | $34.05M 9.74% | 95.91K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 191.63K | SH | $33.77M 9.66% | 191.63K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 93.02K | SH | $25.64M 7.33% | 93.02K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 216.91K | SH | $24.60M 7.04% | 216.91K | 0.00 | 0.00 |
SYNCHRONY FINANCIALSOLE | COM | 316.09K | SH | $21.10M 6.03% | 316.09K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 92.01K | SH | $20.12M 5.75% | 92.01K | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 176.86K | SH | $18.51M 5.29% | 176.86K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 30.74K | SH | $15.29M 4.37% | 30.74K | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 33.54K | SH | $12.98M 3.71% | 33.54K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 46.79K | SH | $12.76M 3.65% | 46.79K | 0.00 | 0.00 |
CVS HEALTH CORPSOLE | COM | 98.44K | SH | $6.79M 1.94% | 98.44K | 0.00 | 0.00 |
OCCIDENTAL PETE CORPSOLE | COM | 213.96K | SH | $6.41M 1.83% | 213.96K | 0.00 | 0.00 |
TRIP COM GROUP LTDSOLE | ADS | 99.86K | SH | $5.86M 1.67% | 99.86K | 0.00 | 0.00 |
ELEVANCE HEALTH INCSOLE | COM | 11.26K | SH | $4.38M 1.25% | 11.26K | 0.00 | 0.00 |
THE CIGNA GROUPSOLE | COM | 12.44K | SH | $4.11M 1.18% | 12.44K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 201.56K | SH | $3.40M 0.97% | 201.56K | 0.00 | 0.00 |
WESTERN DIGITAL CORP.SOLE | COM | 32.22K | SH | $2.06M 0.59% | 32.22K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 18.48K | SH | $1.72M 0.49% | 18.48K | 0.00 | 0.00 |
DOCUSIGN INCSOLE | COM | 21.95K | SH | $1.71M 0.49% | 21.95K | 0.00 | 0.00 |
HUMANA INCSOLE | COM | 6.53K | SH | $1.60M 0.46% | 6.53K | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 77.59K | SH | $1.06M 0.30% | 77.59K | 0.00 | 0.00 |
FLUTTER ENTMT PLCSOLE | SHS | 3.31K | SH | $945.9K 0.27% | 3.31K | 0.00 | 0.00 |
VERTIV HOLDINGS COSOLE | COM CL A | 6.29K | SH | $807.3K 0.23% | 6.29K | 0.00 | 0.00 |
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