PARUS FINANCE (UK) Ltd — 13F Holdings & Portfolio
CIK 1611519 · latest 13F-HR filed 2026-07-21
PARUS FINANCE (UK) Ltd manages $383.1M in 13F-reported U.S. long-equity assets across 37 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are GOOGL (12.00%), NVDA (11.40%), MU (9.37%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 1 new position, exited 1, added to 17, and trimmed 11.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
LONDON, X0 SW1Y 5NQ
$383.1M
Long-equity book
37
Distinct positions
2026-06-30
Filed 2026-07-21
+1 / −1 / ↑17 / ↓11
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- MICRON TECHNOLOGY INC$19.4M +116.9%
- INTEL CORP$9.2M +106.5%
- TAIWAN SEMICONDUCTOR MFG LTD$6.7M +345.4%
- META PLATFORMS INC$6.2M +21.1%
- ALPHABET INC$5.0M +12.2%
Top Trims
- ALIBABA GROUP HLDG LTD-$6.5M -25.0%
- OCCIDENTAL PETE CORP-$6.0M -82.5%
- PDD HOLDINGS INC-$2.6M -27.0%
- ADOBE INC-$1.7M -17.8%
- TRIP COM GROUP LTD-$1.1M -21.7%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOGL | 02079K305 | $46.0M | 12.00% | 128,691 | SH |
| 2 | NVIDIA CORPORATION | NVDA | 67066G104 | $43.7M | 11.40% | 218,223 | SH |
| 3 | MICRON TECHNOLOGY INC | MU | 595112103 | $35.9M | 9.37% | 31,113 | SH |
| 4 | META PLATFORMS INC | META | 30303M102 | $35.6M | 9.30% | 63,267 | SH |
| 5 | BROADCOM INC | AVGO | 11135F101 | $30.8M | 8.04% | 81,561 | SH |
| 6 | VISA INC | V | 92826C839 | $24.4M | 6.38% | 71,238 | SH |
| 7 | SYNCHRONY FINANCIAL | SYF | 87165B103 | $24.3M | 6.34% | 319,639 | SH |
| 8 | ALIBABA GROUP HLDG LTD | BABA | 01609W102 | $19.6M | 5.10% | 203,764 | SH |
| 9 | ORACLE CORP | ORCL | 68389X105 | $19.3M | 5.04% | 131,660 | SH |
| 10 | INTEL CORP | INTC | 458140100 | $17.9M | 4.66% | 152,810 | SH |
| 11 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $11.0M | 2.88% | 26,515 | SH |
| 12 | MICROSOFT CORP | MSFT | 594918104 | $10.3M | 2.68% | 27,572 | SH |
| 13 | TAIWAN SEMICONDUCTOR MFG LTD | TSM | 874039100 | $8.6M | 2.26% | 18,111 | SH |
| 14 | ADOBE INC | ADBE | 00724F101 | $8.0M | 2.08% | 38,873 | SH |
| 15 | PDD HOLDINGS INC | PDD | 722304102 | $7.1M | 1.84% | 92,479 | SH |
| 16 | CVS HEALTH CORP | CVS | 126650100 | $6.6M | 1.71% | 63,399 | SH |
| 17 | ADVANCED MICRO DEVICES INC | AMD | 007903BD8 | $5.6M | 1.47% | 9,701 | SH |
| 18 | ELEVANCE HEALTH INC | ELV | 036752103 | $3.9M | 1.02% | 10,148 | SH |
| 19 | TRIP COM GROUP LTD | TCOM | 89677Q107 | $3.8M | 0.99% | 95,572 | SH |
| 20 | NU HLDGS LTD | NU | G6683N103 | $3.6M | 0.93% | 268,123 | SH |
| 21 | THE CIGNA GROUP | CI | 125523100 | $3.5M | 0.90% | 12,556 | SH |
| 22 | SALESFORCE INC | CRM | 79466L302 | $3.1M | 0.81% | 19,745 | SH |
| 23 | APPLIED MATLS INC | AMAT | 038222105 | $1.5M | 0.38% | 2,035 | SH |
| 24 | UBER TECHNOLOGIES INC | UBER | 90353T100 | $1.4M | 0.36% | 19,336 | SH |
| 25 | OCCIDENTAL PETE CORP | OXY | 674599105 | $1.3M | 0.33% | 35,983 | SH |
| 26 | CAPITAL ONE FINL CORP | COF | 14040H105 | $1.1M | 0.29% | 5,565 | SH |
| 27 | VERTIV HOLDINGS CO | VRT | 92537N108 | $931.8K | 0.24% | 2,783 | SH |
| 28 | DOCUSIGN INC | DOCU | 256163106 | $886.2K | 0.23% | 19,950 | SH |
| 29 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $646.9K | 0.17% | 5,545 | SH |
| 30 | FLUTTER ENTMT PLC | FLUT | G3643J108 | $502.6K | 0.13% | 4,919 | SH |
| 31 | BOOKING HOLDINGS INC | BKNG | 09857L108 | $462.9K | 0.12% | 2,597 | SH |
| 32 | SEAGATE TECHNOLOGY HLDNGS PL | STX | G7997R103 | $442.0K | 0.12% | 458 | SH |
| 33 | EXXON MOBIL CORP | XOM | 30231G102 | $367.0K | 0.10% | 2,684 | SH |
| 34 | AMAZON COM INC | AMZN | 023135106 | $344.9K | 0.09% | 1,447 | SH |
| 35 | WESTERN DIGITAL CORP. | WDC | 958102105 | $325.1K | 0.08% | 509 | SH |
| 36 | SERVICENOW INC | NOW | 81762P102 | $286.2K | 0.07% | 2,883 | SH |
| 37 | SANDISK CORP | SNDK | 80004C200 | $170.5K | 0.04% | 75 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-21 | $383.1M | 37 | 0001611519-26-000005 |
| 2026-03-31 | 2026-05-12 | $334.5M | 37 | 0001611519-26-000004 |
| 2025-12-31 | 2026-02-10 | $380.5M | 34 | 0001611519-26-000002 |
| 2025-09-30 | 2025-11-12 | $380.8M | 30 | 0001611519-25-000006 |
| 2021-03-31 | 2021-05-17 | $364.3K | 29 | 0000902664-21-002770 |
| 2020-12-31 | 2021-02-16 | $342.2K | 29 | 0000902664-21-001379 |
| 2017-09-30 | 2017-11-14 | $570.3K | 16 | 0000902664-17-004314 |