PARUS FINANCE (UK) Ltd Long-Term Concentrated

Location: London, United Kingdom

CIK: 0001611519 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 9, 2025

Total Value: $293M (100.0% shares, 0.0% debt)

Holdings (32)

V VISA INC 11.9%

Value $34.84M Shares 99,403 Est. Cost $252.76 Unrealized +33.1%

NVDA NVIDIA CORPORATION 11.5%

Value $33.77M Shares 311,623 Est. Cost $96.09 Unrealized +31.9%

GOOGL ALPHABET INC 10.4%

Value $30.49M Shares 197,171 Est. Cost $131.43 Unrealized +37.5%

META META PLATFORMS INC 10.0%

Value $29.38M Shares 50,980 Est. Cost $318.42 Unrealized +102.0%

BABA ALIBABA GROUP HLDG LTD 8.7%

Value $25.5M Shares 192,855 Est. Cost $108.13 Unrealized —

PDD PDD HOLDINGS INC 8.0%

Value $23.43M Shares 197,984 Est. Cost $125.25 Unrealized —

AVGO BROADCOM INC 5.7%

Value $16.84M Shares 100,578 Est. Cost $200.03 Unrealized +4.9%

ORCL ORACLE CORP 4.6%

Value $13.58M Shares 97,158 Est. Cost $102.15 Unrealized +58.2%

ADBE ADOBE INC 4.6%

Value $13.35M Shares 34,815 Est. Cost $467.09 Unrealized -8.2%

MSFT MICROSOFT CORP 4.0%

Value $11.79M Shares 31,413 Est. Cost $194.25 Unrealized +108.5%

OXY OCCIDENTAL PETE CORP 3.8%

Value $11.03M Shares 223,493 Est. Cost $58.65 Unrealized -18.4%

CRM SALESFORCE INC 2.8%

Value $8.206M Shares 30,580 Est. Cost $253.82 Unrealized +21.7%

CVS CVS HEALTH CORP 2.4%

Value $6.935M Shares 102,360 Est. Cost $60.07 Unrealized -3.5%

TCOM TRIP COM GROUP LTD 2.3%

Value $6.697M Shares 105,329 Est. Cost $48.18 Unrealized —

ELV ELEVANCE HEALTH INC 1.8%

Value $5.24M Shares 12,047 Est. Cost $281.59 Unrealized +40.0%

INTC INTEL CORP 1.7%

Value $5.114M Shares 225,189 Est. Cost $32.23 Unrealized -32.1%

CI THE CIGNA GROUP 1.5%

Value $4.274M Shares 12,990 Est. Cost $224.32 Unrealized +31.8%

DOCU DOCUSIGN INC 0.6%

Value $1.808M Shares 22,210 Est. Cost $80.38 Unrealized +9.0%

HUM HUMANA INC 0.6%

Value $1.738M Shares 6,570 Est. Cost $268.04 Unrealized -0.5%

WDC WESTERN DIGITAL CORP. 0.5%

Value $1.373M Shares 33,950 Est. Cost $49.44 Unrealized -4.4%

UBER UBER TECHNOLOGIES INC 0.5%

Value $1.362M Shares 18,697 Est. Cost $71.44 Unrealized +0.8%

SYF SYNCHRONY FINANCIAL 0.5%

Value $1.33M Shares 25,115 Est. Cost $25.44 Unrealized +139.3%

FLUT FLUTTER ENTMT PLC 0.3%

Value $742K Shares 3,350 Est. Cost $199.95 Unrealized +29.5%

UNH UNITEDHEALTH GROUP INC 0.2%

Value $721K Shares 1,377 Est. Cost $524.26 Unrealized -4.7%

NU NU HLDGS LTD 0.2%

Value $658K Shares 64,273 Est. Cost $11.64 Unrealized +1.5%

TSLA TESLA INC 0.2%

Value $614K Shares 2,370 Est. Cost $267.95 Unrealized +24.4%

PLTR PALANTIR TECHNOLOGIES INC 0.2%

Value $476K Shares 5,635 Est. Cost $22.10 Unrealized +297.4%

AMZN AMAZON COM INC 0.1%

Value $427K Shares 2,246 Est. Cost $145.36 Unrealized +49.3%

VRT VERTIV HOLDINGS CO 0.1%

Value $365K Shares 5,059 Est. Cost $106.29 Unrealized 0.0%

BKNG BOOKING HOLDINGS INC 0.1%

Value $346K Shares 75 Est. Cost $1759.87 Unrealized +169.9%

LLY ELI LILLY & CO 0.1%

Value $336K Shares 407 Est. Cost $723.50 Unrealized +14.3%

DKNG DRAFTKINGS INC NEW 0.1%

Value $158K Shares 4,761 Est. Cost $41.08 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
V	VISA INC	99,403	$34.84M	11.9%	$252.76	+33.1%	COM CL A	92826C839
NVDA	NVIDIA CORPORATION	311,623	$33.77M	11.5%	$96.09	+31.9%	COM	67066G104
GOOGL	ALPHABET INC	197,171	$30.49M	10.4%	$131.43	+37.5%	CAP STK CL A	02079K305
META	META PLATFORMS INC	50,980	$29.38M	10.0%	$318.42	+102.0%	CL A	30303M102
BABA	ALIBABA GROUP HLDG LTD	192,855	$25.5M	8.7%	$108.13	—	SPONSORED ADS	01609W102
PDD	PDD HOLDINGS INC	197,984	$23.43M	8.0%	$125.25	—	SPONSORED ADS	722304102
AVGO	BROADCOM INC	100,578	$16.84M	5.7%	$200.03	+4.9%	COM	11135F101
ORCL	ORACLE CORP	97,158	$13.58M	4.6%	$102.15	+58.2%	COM	68389X105
ADBE	ADOBE INC	34,815	$13.35M	4.6%	$467.09	-8.2%	COM	00724F101
MSFT	MICROSOFT CORP	31,413	$11.79M	4.0%	$194.25	+108.5%	COM	594918104
OXY	OCCIDENTAL PETE CORP	223,493	$11.03M	3.8%	$58.65	-18.4%	COM	674599105
CRM	SALESFORCE INC	30,580	$8.206M	2.8%	$253.82	+21.7%	COM	79466L302
CVS	CVS HEALTH CORP	102,360	$6.935M	2.4%	$60.07	-3.5%	COM	126650100
TCOM	TRIP COM GROUP LTD	105,329	$6.697M	2.3%	$48.18	—	ADS	89677Q107
ELV	ELEVANCE HEALTH INC	12,047	$5.24M	1.8%	$281.59	+40.0%	COM	036752103
INTC	INTEL CORP	225,189	$5.114M	1.7%	$32.23	-32.1%	COM	458140100
CI	THE CIGNA GROUP	12,990	$4.274M	1.5%	$224.32	+31.8%	COM	125523100
DOCU	DOCUSIGN INC	22,210	$1.808M	0.6%	$80.38	+9.0%	COM	256163106
HUM	HUMANA INC	6,570	$1.738M	0.6%	$268.04	-0.5%	COM	444859102
WDC	WESTERN DIGITAL CORP.	33,950	$1.373M	0.5%	$49.44	-4.4%	COM	958102105
UBER	UBER TECHNOLOGIES INC	18,697	$1.362M	0.5%	$71.44	+0.8%	COM	90353T100
SYF	SYNCHRONY FINANCIAL	25,115	$1.33M	0.5%	$25.44	+139.3%	COM	87165B103
FLUT	FLUTTER ENTMT PLC	3,350	$742K	0.3%	$199.95	+29.5%	SHS	G3643J108
UNH	UNITEDHEALTH GROUP INC	1,377	$721K	0.2%	$524.26	-4.7%	COM	91324P102
NU	NU HLDGS LTD	64,273	$658K	0.2%	$11.64	+1.5%	ORD SHS CL A	G6683N103
TSLA	TESLA INC	2,370	$614K	0.2%	$267.95	+24.4%	COM	88160R101
PLTR	PALANTIR TECHNOLOGIES INC	5,635	$476K	0.2%	$22.10	+297.4%	CL A	69608A108
AMZN	AMAZON COM INC	2,246	$427K	0.1%	$145.36	+49.3%	COM	023135106
VRT	VERTIV HOLDINGS CO	5,059	$365K	0.1%	$106.29	0.0%	COM CL A	92537N108
BKNG	BOOKING HOLDINGS INC	75	$346K	0.1%	$1759.87	+169.9%	COM	09857L108
LLY	ELI LILLY & CO	407	$336K	0.1%	$723.50	+14.3%	COM	532457108
DKNG	DRAFTKINGS INC NEW	4,761	$158K	0.1%	$41.08	0.0%	COM CL A	26142V105