PARUS FINANCE (UK) Ltd
38 holdingsFiling period: 2026-06-30Current AUM: $377.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc | 128.7K | $46.0M | $36.5M | 9.68% | -13,905 | 2026-06-30 |
| 2 | NVDA | NVIDIA Corporation | 218.2K | $43.7M | $46.6M | 12.36% | -6,423 | 2026-06-30 |
| 3 | MU | Micron Technology Inc | 31.1K | $35.9M | $29.1M | 7.71% | -17,897 | 2026-06-30 |
| 4 | META | Meta Platforms Inc | 63.3K | $35.6M | $39.5M | 10.48% | +11.8K | 2026-06-30 |
| 5 | AVGO | Broadcom Inc | 81.6K | $30.8M | $28.1M | 7.46% | -10,837 | 2026-06-30 |
| 6 | V | Visa Inc | 71.2K | $24.4M | $29.2M | 7.75% | -1,134 | 2026-06-30 |
| 7 | SYF | Synchrony Financial | 319.6K | $24.3M | $24.6M | 6.52% | -6,148 | 2026-06-30 |
| 8 | BABA | Alibaba Group Hldg Ltd | 203.8K | $19.6M | $20.3M | 5.38% | -4,047 | 2026-06-30 |
| 9 | ORCL | Oracle Corp | 131.7K | $19.3M | $18.4M | 4.87% | -2,856 | 2026-06-30 |
| 10 | INTC | Intel Corp | 152.8K | $17.9M | $11.8M | 3.12% | -92,607 | 2026-06-30 |
| 11 | UNH | Unitedhealth Group Inc | 26.5K | $11.0M | $10.9M | 2.89% | -534 | 2026-06-30 |
| 12 | MSFT | Microsoft Corp | 27.6K | $10.3M | $14.6M | 3.88% | -1,553 | 2026-06-30 |
| 13 | TSM | Taiwan Semiconductor Mfg Ltd | 18.1K | $8.6M | $7.8M | 2.07% | +12.4K | 2026-06-30 |
| 14 | ADBE | Adobe Inc | 38.9K | $8.0M | $9.6M | 2.56% | -1,011 | 2026-06-30 |
| 15 | PDD | Pdd Holdings Inc | 92.5K | $7.1M | $7.3M | 1.94% | -2,064 | 2026-06-30 |
| 16 | CVS | Cvs Health Corp | 63.4K | $6.6M | $5.7M | 1.52% | +560 | 2026-06-30 |
| 17 | AMD | Advanced Micro Devices Inc | 9.7K | $5.6M | $5.5M | 1.46% | -2,239 | 2026-06-30 |
| 18 | ELV | Elevance Health Inc | 10.1K | $3.9M | $4.3M | 1.14% | -523 | 2026-06-30 |
| 19 | TCOM | Trip.com Group Ltd | 95.6K | $3.8M | $3.7M | 0.98% | -2,036 | 2026-06-30 |
| 20 | — | NU Hldgs Ltd | 268.1K | $3.6M | $3.6M | 0.95% | +118.7K | 2026-06-30 |
| 21 | CI | The Cigna Group | 12.6K | $3.5M | $3.7M | 0.99% | -587 | 2026-06-30 |
| 22 | CRM | Salesforce Inc | 19.7K | $3.1M | $4.6M | 1.21% | -444 | 2026-06-30 |
| 23 | AMAT | Applied Matls Inc | 2.0K | $1.5M | $858K | 0.23% | +292 | 2026-06-30 |
| 24 | UBER | Uber Technologies Inc | 19.3K | $1.4M | $1.3M | 0.34% | -91 | 2026-06-30 |
| 25 | OXY | Occidental Pete Corp | 36.0K | $1.3M | $1.7M | 0.44% | -108,661 | 2026-06-30 |
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