Filed: 5/12/2026ACC: 0001611519-26-000004
๐ What this filing means
PARUS FINANCE (UK) LTD filed this quarterly 13FโHR report disclosing 37 equity positions with a total reported market value of $334.46M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
37
Positions
$334.46M
Total AUM (reported)
2.33M
Total Shares
Allocation by class
COM$195.18M58.4%
CAP STK CL A$41.00M12.3%
SPONSORED ADS$37.67M11.3%
CL A$30.25M9.0%
COM CL A$22.82M6.8%
ADS$4.86M1.5%
ORD SHS CL A$2.15M0.6%
Portfolio Concentration
Top 3$109.62M32.8%
4โ10$145.83M43.6%
11โ25$71.35M21.3%
Rest$7.65M2.3%
Top 3 weight
32.8%
Top 10 weight
76.4%
Voting Authority Distribution
Total shares with voting rights: 2.33M
Sole
Full voting authority
2.33M
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)
Sole37
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings37
Rows:
ALPHABET INC
SOLEShares142.60K
TypeSH
Market value$41.00M
12.26%
Sole
142.60K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares224.65K
TypeSH
Market value$39.18M
11.71%
Sole
224.65K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares51.45K
TypeSH
Market value$29.44M
8.80%
Sole
51.45K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares92.40K
TypeSH
Market value$28.60M
8.55%
Sole
92.40K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares207.81K
TypeSH
Market value$26.07M
7.80%
Sole
207.81K
Shared
0.00
None
0.00
SYNCHRONY FINANCIAL
SOLEShares325.79K
TypeSH
Market value$22.16M
6.63%
Sole
325.79K
Shared
0.00
None
0.00
VISA INC
SOLEShares72.37K
TypeSH
Market value$21.87M
6.54%
Sole
72.37K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares134.52K
TypeSH
Market value$19.79M
5.92%
Sole
134.52K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares49.01K
TypeSH
Market value$16.56M
4.95%
Sole
49.01K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares29.13K
TypeSH
Market value$10.78M
3.22%
Sole
29.13K
Shared
0.00
None
0.00
ADOBE INC
SOLEShares39.88K
TypeSH
Market value$9.70M
2.90%
Sole
39.88K
Shared
0.00
None
0.00
PDD HOLDINGS INC
SOLEShares94.54K
TypeSH
Market value$9.66M
2.89%
Sole
94.54K
Shared
0.00
None
0.00
INTEL CORP
SOLEShares245.42K
TypeSH
Market value$8.64M
2.58%
Sole
245.42K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares27.05K
TypeSH
Market value$7.32M
2.19%
Sole
27.05K
Shared
0.00
None
0.00
OCCIDENTAL PETE CORP
SOLEShares144.64K
TypeSH
Market value$7.29M
2.18%
Sole
144.64K
Shared
0.00
None
0.00
TRIP COM GROUP LTD
SOLEShares97.61K
TypeSH
Market value$4.86M
1.45%
Sole
97.61K
Shared
0.00
None
0.00
CVS HEALTH CORP
SOLEShares62.84K
TypeSH
Market value$4.51M
1.35%
Sole
62.84K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares20.19K
TypeSH
Market value$3.77M
1.13%
Sole
20.19K
Shared
0.00
None
0.00
THE CIGNA GROUP
SOLEShares13.14K
TypeSH
Market value$3.51M
1.05%
Sole
13.14K
Shared
0.00
None
0.00
ELEVANCE HEALTH INC
SOLEShares10.67K
TypeSH
Market value$3.12M
0.93%
Sole
10.67K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares11.94K
TypeSH
Market value$2.43M
0.73%
Sole
11.94K
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares149.42K
TypeSH
Market value$2.15M
0.64%
Sole
149.42K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares5.75K
TypeSH
Market value$1.94M
0.58%
Sole
5.75K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares19.43K
TypeSH
Market value$1.40M
0.42%
Sole
19.43K
Shared
0.00
None
0.00
CAPITAL ONE FINL CORP
SOLEShares5.79K
TypeSH
Market value$1.06M
0.32%
Sole
5.79K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL A | 142.60K | SH | $41.00M 12.26% | 142.60K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 224.65K | SH | $39.18M 11.71% | 224.65K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 51.45K | SH | $29.44M 8.80% | 51.45K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 92.40K | SH | $28.60M 8.55% | 92.40K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 207.81K | SH | $26.07M 7.80% | 207.81K | 0.00 | 0.00 |
SYNCHRONY FINANCIALSOLE | COM | 325.79K | SH | $22.16M 6.63% | 325.79K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 72.37K | SH | $21.87M 6.54% | 72.37K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 134.52K | SH | $19.79M 5.92% | 134.52K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 49.01K | SH | $16.56M 4.95% | 49.01K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 29.13K | SH | $10.78M 3.22% | 29.13K | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 39.88K | SH | $9.70M 2.90% | 39.88K | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 94.54K | SH | $9.66M 2.89% | 94.54K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 245.42K | SH | $8.64M 2.58% | 245.42K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 27.05K | SH | $7.32M 2.19% | 27.05K | 0.00 | 0.00 |
OCCIDENTAL PETE CORPSOLE | COM | 144.64K | SH | $7.29M 2.18% | 144.64K | 0.00 | 0.00 |
TRIP COM GROUP LTDSOLE | ADS | 97.61K | SH | $4.86M 1.45% | 97.61K | 0.00 | 0.00 |
CVS HEALTH CORPSOLE | COM | 62.84K | SH | $4.51M 1.35% | 62.84K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 20.19K | SH | $3.77M 1.13% | 20.19K | 0.00 | 0.00 |
THE CIGNA GROUPSOLE | COM | 13.14K | SH | $3.51M 1.05% | 13.14K | 0.00 | 0.00 |
ELEVANCE HEALTH INCSOLE | COM | 10.67K | SH | $3.12M 0.93% | 10.67K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 11.94K | SH | $2.43M 0.73% | 11.94K | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 149.42K | SH | $2.15M 0.64% | 149.42K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 5.75K | SH | $1.94M 0.58% | 5.75K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 19.43K | SH | $1.40M 0.42% | 19.43K | 0.00 | 0.00 |
CAPITAL ONE FINL CORPSOLE | COM | 5.79K | SH | $1.06M 0.32% | 5.79K | 0.00 | 0.00 |
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