PARUS FINANCE (UK) Ltd Long-Term Concentrated

Location: London, United Kingdom

CIK: 0001611519 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 10, 2026

Total Value: $380M (100.0% shares, 0.0% debt)

Holdings (34)

GOOGL ALPHABET INC 12.5%

Value $47.59M Shares 152,055 Est. Cost $131.43 Unrealized +117.3%

NVDA NVIDIA CORPORATION 11.5%

Value $43.64M Shares 233,968 Est. Cost $96.09 Unrealized +93.7%

META META PLATFORMS INC 9.3%

Value $35.43M Shares 53,677 Est. Cost $344.01 Unrealized +94.0%

AVGO BROADCOM INC 8.6%

Value $32.76M Shares 94,660 Est. Cost $213.08 Unrealized +67.5%

BABA ALIBABA GROUP HLDG LTD 8.5%

Value $32.26M Shares 220,055 Est. Cost $109.27 Unrealized —

V VISA INC 7.9%

Value $30.09M Shares 85,811 Est. Cost $252.76 Unrealized +34.7%

SYF SYNCHRONY FINANCIAL 6.5%

Value $24.83M Shares 297,619 Est. Cost $52.96 Unrealized +44.1%

ORCL ORACLE CORP 6.0%

Value $22.76M Shares 116,770 Est. Cost $132.48 Unrealized +79.7%

MSFT MICROSOFT CORP 3.8%

Value $14.5M Shares 29,979 Est. Cost $194.25 Unrealized +157.7%

PDD PDD HOLDINGS INC 3.4%

Value $12.76M Shares 112,506 Est. Cost $125.50 Unrealized —

MU MICRON TECHNOLOGY INC 3.2%

Value $12.29M Shares 43,060 Est. Cost $229.35 Unrealized 0.0%

ADBE ADOBE INC 3.0%

Value $11.39M Shares 32,555 Est. Cost $467.09 Unrealized -27.2%

UNH UNITEDHEALTH GROUP INC 2.4%

Value $9.279M Shares 28,110 Est. Cost $304.18 Unrealized +10.9%

TCOM TRIP COM GROUP LTD 1.8%

Value $7.032M Shares 97,785 Est. Cost $48.18 Unrealized —

INTC INTEL CORP 1.6%

Value $6.002M Shares 227,567 Est. Cost $31.34 Unrealized +20.5%

CRM SALESFORCE INC 1.4%

Value $5.331M Shares 20,123 Est. Cost $258.06 Unrealized -3.8%

CVS CVS HEALTH CORP 1.3%

Value $5.091M Shares 64,149 Est. Cost $60.07 Unrealized +31.0%

OXY OCCIDENTAL PETE CORP 1.2%

Value $4.692M Shares 165,220 Est. Cost $58.65 Unrealized -29.2%

ELV ELEVANCE HEALTH INC 1.0%

Value $3.94M Shares 11,239 Est. Cost $282.32 Unrealized +19.3%

CI THE CIGNA GROUP 0.7%

Value $2.543M Shares 9,240 Est. Cost $279.23 Unrealized 0.0%

— ADVANCED MICRO DEVICES INC 0.7%

Value $2.481M Shares 11,584 Est. Cost $214.16 Unrealized —

TSM TAIWAN SEMICONDUCTOR MFG LTD 0.5%

Value $1.821M Shares 5,991 Est. Cost $279.29 Unrealized —

HUM HUMANA INC 0.4%

Value $1.673M Shares 6,530 Est. Cost $268.04 Unrealized -2.5%

UBER UBER TECHNOLOGIES INC 0.4%

Value $1.611M Shares 19,722 Est. Cost $72.84 Unrealized +23.6%

DOCU DOCUSIGN INC 0.4%

Value $1.454M Shares 21,250 Est. Cost $80.38 Unrealized -14.0%

NU NU HLDGS LTD 0.3%

Value $1.299M Shares 77,593 Est. Cost $11.70 Unrealized +37.4%

TSLA TESLA INC 0.3%

Value $1.048M Shares 2,330 Est. Cost $267.95 Unrealized +65.4%

COF CAPITAL ONE FINL CORP 0.3%

Value $1.039M Shares 4,285 Est. Cost $192.88 Unrealized +15.2%

PLTR PALANTIR TECHNOLOGIES INC 0.3%

Value $968K Shares 5,445 Est. Cost $22.10 Unrealized +719.3%

FLUT FLUTTER ENTMT PLC 0.2%

Value $828K Shares 3,850 Est. Cost $203.45 Unrealized +10.5%

VRT VERTIV HOLDINGS CO 0.2%

Value $715K Shares 4,411 Est. Cost $104.51 Unrealized +66.1%

WDC WESTERN DIGITAL CORP. 0.1%

Value $493K Shares 2,861 Est. Cost $151.55 Unrealized 0.0%

AMZN AMAZON COM INC 0.1%

Value $434K Shares 1,881 Est. Cost $167.93 Unrealized +36.2%

BKNG BOOKING HOLDINGS INC 0.1%

Value $402K Shares 75 Est. Cost $1759.87 Unrealized +191.9%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
GOOGL	ALPHABET INC	152,055	$47.59M	12.5%	$131.43	+117.3%	CAP STK CL A	02079K305
NVDA	NVIDIA CORPORATION	233,968	$43.64M	11.5%	$96.09	+93.7%	COM	67066G104
META	META PLATFORMS INC	53,677	$35.43M	9.3%	$344.01	+94.0%	CL A	30303M102
AVGO	BROADCOM INC	94,660	$32.76M	8.6%	$213.08	+67.5%	COM	11135F101
BABA	ALIBABA GROUP HLDG LTD	220,055	$32.26M	8.5%	$109.27	—	SPONSORED ADS	01609W102
V	VISA INC	85,811	$30.09M	7.9%	$252.76	+34.7%	COM CL A	92826C839
SYF	SYNCHRONY FINANCIAL	297,619	$24.83M	6.5%	$52.96	+44.1%	COM	87165B103
ORCL	ORACLE CORP	116,770	$22.76M	6.0%	$132.48	+79.7%	COM	68389X105
MSFT	MICROSOFT CORP	29,979	$14.5M	3.8%	$194.25	+157.7%	COM	594918104
PDD	PDD HOLDINGS INC	112,506	$12.76M	3.4%	$125.50	—	SPONSORED ADS	722304102
MU	MICRON TECHNOLOGY INC	43,060	$12.29M	3.2%	$229.35	0.0%	COM	595112103
ADBE	ADOBE INC	32,555	$11.39M	3.0%	$467.09	-27.2%	COM	00724F101
UNH	UNITEDHEALTH GROUP INC	28,110	$9.279M	2.4%	$304.18	+10.9%	COM	91324P102
TCOM	TRIP COM GROUP LTD	97,785	$7.032M	1.8%	$48.18	—	ADS	89677Q107
INTC	INTEL CORP	227,567	$6.002M	1.6%	$31.34	+20.5%	COM	458140100
CRM	SALESFORCE INC	20,123	$5.331M	1.4%	$258.06	-3.8%	COM	79466L302
CVS	CVS HEALTH CORP	64,149	$5.091M	1.3%	$60.07	+31.0%	COM	126650100
OXY	OCCIDENTAL PETE CORP	165,220	$4.692M	1.2%	$58.65	-29.2%	COM	674599105
ELV	ELEVANCE HEALTH INC	11,239	$3.94M	1.0%	$282.32	+19.3%	COM	036752103
CI	THE CIGNA GROUP	9,240	$2.543M	0.7%	$279.23	0.0%	COM	125523100
—	ADVANCED MICRO DEVICES INC	11,584	$2.481M	0.7%	$214.16	—	COM	007903BD8
TSM	TAIWAN SEMICONDUCTOR MFG LTD	5,991	$1.821M	0.5%	$279.29	—	SPONSORED ADS	874039100
HUM	HUMANA INC	6,530	$1.673M	0.4%	$268.04	-2.5%	COM	444859102
UBER	UBER TECHNOLOGIES INC	19,722	$1.611M	0.4%	$72.84	+23.6%	COM	90353T100
DOCU	DOCUSIGN INC	21,250	$1.454M	0.4%	$80.38	-14.0%	COM	256163106
NU	NU HLDGS LTD	77,593	$1.299M	0.3%	$11.70	+37.4%	ORD SHS CL A	G6683N103
TSLA	TESLA INC	2,330	$1.048M	0.3%	$267.95	+65.4%	COM	88160R101
COF	CAPITAL ONE FINL CORP	4,285	$1.039M	0.3%	$192.88	+15.2%	COM	14040H105
PLTR	PALANTIR TECHNOLOGIES INC	5,445	$968K	0.3%	$22.10	+719.3%	CL A	69608A108
FLUT	FLUTTER ENTMT PLC	3,850	$828K	0.2%	$203.45	+10.5%	SHS	G3643J108
VRT	VERTIV HOLDINGS CO	4,411	$715K	0.2%	$104.51	+66.1%	COM CL A	92537N108
WDC	WESTERN DIGITAL CORP.	2,861	$493K	0.1%	$151.55	0.0%	COM	958102105
AMZN	AMAZON COM INC	1,881	$434K	0.1%	$167.93	+36.2%	COM	023135106
BKNG	BOOKING HOLDINGS INC	75	$402K	0.1%	$1759.87	+191.9%	COM	09857L108