Filed: 11/12/2025ACC: 0001611519-25-000006
📋 What this filing means
PARUS FINANCE (UK) LTD filed this quarterly 13F‑HR report disclosing 30 equity positions with a total reported market value of $380.79M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
30
Positions
$380.79M
Total AUM (reported)
2.31M
Total Shares
Allocation by class
COM$194.44M51.1%
SPONSORED ADS$64.73M17.0%
CAP STK CL A$42.80M11.2%
CL A$39.28M10.3%
COM CL A$30.17M7.9%
ADS$7.30M1.9%
ORD SHS CL A$1.24M0.3%
Portfolio Concentration
Top 3$127.31M33.4%
4–10$186.49M49.0%
11–25$63.32M16.6%
Rest$3.68M1.0%
Top 3 weight
33.4%
Top 10 weight
82.4%
Voting Authority Distribution
Total shares with voting rights: 2.31M
Sole
Full voting authority
2.31M
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)
Sole30
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings30
Rows:
NVIDIA CORPORATION
SOLEShares245.25K
TypeSH
Market value$45.76M
12.02%
Sole
245.25K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares176.07K
TypeSH
Market value$42.80M
11.24%
Sole
176.07K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares216.81K
TypeSH
Market value$38.75M
10.18%
Sole
216.81K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares52.13K
TypeSH
Market value$38.28M
10.05%
Sole
52.13K
Shared
0.00
None
0.00
VISA INC
SOLEShares85.90K
TypeSH
Market value$29.32M
7.70%
Sole
85.90K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares102.95K
TypeSH
Market value$28.95M
7.60%
Sole
102.95K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares86.79K
TypeSH
Market value$28.63M
7.52%
Sole
86.79K
Shared
0.00
None
0.00
PDD HOLDINGS INC
SOLEShares183.48K
TypeSH
Market value$24.25M
6.37%
Sole
183.48K
Shared
0.00
None
0.00
SYNCHRONY FINANCIAL
SOLEShares304.18K
TypeSH
Market value$21.61M
5.68%
Sole
304.18K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares29.79K
TypeSH
Market value$15.43M
4.05%
Sole
29.79K
Shared
0.00
None
0.00
ADOBE INC
SOLEShares32.49K
TypeSH
Market value$11.46M
3.01%
Sole
32.49K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares24.26K
TypeSH
Market value$8.38M
2.20%
Sole
24.26K
Shared
0.00
None
0.00
TRIP COM GROUP LTD
SOLEShares97.03K
TypeSH
Market value$7.30M
1.92%
Sole
97.03K
Shared
0.00
None
0.00
OCCIDENTAL PETE CORP
SOLEShares193.27K
TypeSH
Market value$6.43M
1.69%
Sole
193.27K
Shared
0.00
None
0.00
INTEL CORP
SOLEShares226.95K
TypeSH
Market value$6.30M
1.65%
Sole
226.95K
Shared
0.00
None
0.00
CVS HEALTH CORP
SOLEShares64.15K
TypeSH
Market value$4.84M
1.27%
Sole
64.15K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares20.33K
TypeSH
Market value$4.82M
1.27%
Sole
20.33K
Shared
0.00
None
0.00
ELEVANCE HEALTH INC
SOLEShares11.09K
TypeSH
Market value$3.58M
0.94%
Sole
11.09K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares19.72K
TypeSH
Market value$1.93M
0.51%
Sole
19.72K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares6.18K
TypeSH
Market value$1.73M
0.45%
Sole
6.18K
Shared
0.00
None
0.00
HUMANA INC
SOLEShares6.53K
TypeSH
Market value$1.70M
0.45%
Sole
6.53K
Shared
0.00
None
0.00
DOCUSIGN INC
SOLEShares21.95K
TypeSH
Market value$1.58M
0.42%
Sole
21.95K
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares77.59K
TypeSH
Market value$1.24M
0.33%
Sole
77.59K
Shared
0.00
None
0.00
TESLA INC
SOLEShares2.33K
TypeSH
Market value$1.04M
0.27%
Sole
2.33K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares5.45K
TypeSH
Market value$993.3K
0.26%
Sole
5.45K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 245.25K | SH | $45.76M 12.02% | 245.25K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 176.07K | SH | $42.80M 11.24% | 176.07K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 216.81K | SH | $38.75M 10.18% | 216.81K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 52.13K | SH | $38.28M 10.05% | 52.13K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 85.90K | SH | $29.32M 7.70% | 85.90K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 102.95K | SH | $28.95M 7.60% | 102.95K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 86.79K | SH | $28.63M 7.52% | 86.79K | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 183.48K | SH | $24.25M 6.37% | 183.48K | 0.00 | 0.00 |
SYNCHRONY FINANCIALSOLE | COM | 304.18K | SH | $21.61M 5.68% | 304.18K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 29.79K | SH | $15.43M 4.05% | 29.79K | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 32.49K | SH | $11.46M 3.01% | 32.49K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 24.26K | SH | $8.38M 2.20% | 24.26K | 0.00 | 0.00 |
TRIP COM GROUP LTDSOLE | ADS | 97.03K | SH | $7.30M 1.92% | 97.03K | 0.00 | 0.00 |
OCCIDENTAL PETE CORPSOLE | COM | 193.27K | SH | $6.43M 1.69% | 193.27K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 226.95K | SH | $6.30M 1.65% | 226.95K | 0.00 | 0.00 |
CVS HEALTH CORPSOLE | COM | 64.15K | SH | $4.84M 1.27% | 64.15K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 20.33K | SH | $4.82M 1.27% | 20.33K | 0.00 | 0.00 |
ELEVANCE HEALTH INCSOLE | COM | 11.09K | SH | $3.58M 0.94% | 11.09K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 19.72K | SH | $1.93M 0.51% | 19.72K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 6.18K | SH | $1.73M 0.45% | 6.18K | 0.00 | 0.00 |
HUMANA INCSOLE | COM | 6.53K | SH | $1.70M 0.45% | 6.53K | 0.00 | 0.00 |
DOCUSIGN INCSOLE | COM | 21.95K | SH | $1.58M 0.42% | 21.95K | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 77.59K | SH | $1.24M 0.33% | 77.59K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 2.33K | SH | $1.04M 0.27% | 2.33K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 5.45K | SH | $993.3K 0.26% | 5.45K | 0.00 | 0.00 |
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