Filed: 2/10/2026ACC: 0001611519-26-000002
📋 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 $380.47M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
34
Positions
$380.47M
Total AUM (reported)
2.26M
Total Shares
Allocation by class
COM$209.68M55.1%
CAP STK CL A$47.59M12.5%
SPONSORED ADS$46.83M12.3%
CL A$36.40M9.6%
COM CL A$30.81M8.1%
ADS$7.03M1.8%
ORD SHS CL A$1.30M0.3%
Portfolio Concentration
Top 3$126.66M33.3%
4–10$169.96M44.7%
11–25$76.63M20.1%
Rest$7.22M1.9%
Top 3 weight
33.3%
Top 10 weight
78.0%
Voting Authority Distribution
Total shares with voting rights: 2.26M
Sole
Full voting authority
2.26M
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:
ALPHABET INC
SOLEShares152.06K
TypeSH
Market value$47.59M
12.51%
Sole
152.06K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares233.97K
TypeSH
Market value$43.64M
11.47%
Sole
233.97K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares53.68K
TypeSH
Market value$35.43M
9.31%
Sole
53.68K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares94.66K
TypeSH
Market value$32.76M
8.61%
Sole
94.66K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares220.06K
TypeSH
Market value$32.26M
8.48%
Sole
220.06K
Shared
0.00
None
0.00
VISA INC
SOLEShares85.81K
TypeSH
Market value$30.09M
7.91%
Sole
85.81K
Shared
0.00
None
0.00
SYNCHRONY FINANCIAL
SOLEShares297.62K
TypeSH
Market value$24.83M
6.53%
Sole
297.62K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares116.77K
TypeSH
Market value$22.76M
5.98%
Sole
116.77K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares29.98K
TypeSH
Market value$14.50M
3.81%
Sole
29.98K
Shared
0.00
None
0.00
PDD HOLDINGS INC
SOLEShares112.51K
TypeSH
Market value$12.76M
3.35%
Sole
112.51K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares43.06K
TypeSH
Market value$12.29M
3.23%
Sole
43.06K
Shared
0.00
None
0.00
ADOBE INC
SOLEShares32.55K
TypeSH
Market value$11.39M
2.99%
Sole
32.55K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares28.11K
TypeSH
Market value$9.28M
2.44%
Sole
28.11K
Shared
0.00
None
0.00
TRIP COM GROUP LTD
SOLEShares97.78K
TypeSH
Market value$7.03M
1.85%
Sole
97.78K
Shared
0.00
None
0.00
INTEL CORP
SOLEShares227.57K
TypeSH
Market value$6.00M
1.58%
Sole
227.57K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares20.12K
TypeSH
Market value$5.33M
1.40%
Sole
20.12K
Shared
0.00
None
0.00
CVS HEALTH CORP
SOLEShares64.15K
TypeSH
Market value$5.09M
1.34%
Sole
64.15K
Shared
0.00
None
0.00
OCCIDENTAL PETE CORP
SOLEShares165.22K
TypeSH
Market value$4.69M
1.23%
Sole
165.22K
Shared
0.00
None
0.00
ELEVANCE HEALTH INC
SOLEShares11.24K
TypeSH
Market value$3.94M
1.04%
Sole
11.24K
Shared
0.00
None
0.00
THE CIGNA GROUP
SOLEShares9.24K
TypeSH
Market value$2.54M
0.67%
Sole
9.24K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares11.58K
TypeSH
Market value$2.48M
0.65%
Sole
11.58K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares5.99K
TypeSH
Market value$1.82M
0.48%
Sole
5.99K
Shared
0.00
None
0.00
HUMANA INC
SOLEShares6.53K
TypeSH
Market value$1.67M
0.44%
Sole
6.53K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares19.72K
TypeSH
Market value$1.61M
0.42%
Sole
19.72K
Shared
0.00
None
0.00
DOCUSIGN INC
SOLEShares21.25K
TypeSH
Market value$1.45M
0.38%
Sole
21.25K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL A | 152.06K | SH | $47.59M 12.51% | 152.06K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 233.97K | SH | $43.64M 11.47% | 233.97K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 53.68K | SH | $35.43M 9.31% | 53.68K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 94.66K | SH | $32.76M 8.61% | 94.66K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 220.06K | SH | $32.26M 8.48% | 220.06K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 85.81K | SH | $30.09M 7.91% | 85.81K | 0.00 | 0.00 |
SYNCHRONY FINANCIALSOLE | COM | 297.62K | SH | $24.83M 6.53% | 297.62K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 116.77K | SH | $22.76M 5.98% | 116.77K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 29.98K | SH | $14.50M 3.81% | 29.98K | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 112.51K | SH | $12.76M 3.35% | 112.51K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 43.06K | SH | $12.29M 3.23% | 43.06K | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 32.55K | SH | $11.39M 2.99% | 32.55K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 28.11K | SH | $9.28M 2.44% | 28.11K | 0.00 | 0.00 |
TRIP COM GROUP LTDSOLE | ADS | 97.78K | SH | $7.03M 1.85% | 97.78K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 227.57K | SH | $6.00M 1.58% | 227.57K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 20.12K | SH | $5.33M 1.40% | 20.12K | 0.00 | 0.00 |
CVS HEALTH CORPSOLE | COM | 64.15K | SH | $5.09M 1.34% | 64.15K | 0.00 | 0.00 |
OCCIDENTAL PETE CORPSOLE | COM | 165.22K | SH | $4.69M 1.23% | 165.22K | 0.00 | 0.00 |
ELEVANCE HEALTH INCSOLE | COM | 11.24K | SH | $3.94M 1.04% | 11.24K | 0.00 | 0.00 |
THE CIGNA GROUPSOLE | COM | 9.24K | SH | $2.54M 0.67% | 9.24K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 11.58K | SH | $2.48M 0.65% | 11.58K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 5.99K | SH | $1.82M 0.48% | 5.99K | 0.00 | 0.00 |
HUMANA INCSOLE | COM | 6.53K | SH | $1.67M 0.44% | 6.53K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 19.72K | SH | $1.61M 0.42% | 19.72K | 0.00 | 0.00 |
DOCUSIGN INCSOLE | COM | 21.25K | SH | $1.45M 0.38% | 21.25K | 0.00 | 0.00 |
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