PARUS FINANCE (UK) Ltd Long-Term Concentrated

Location: London, United Kingdom

CIK: 0001611519 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 12, 2026

Total Value: $334M (100.0% shares, 0.0% debt)

Holdings (37)

GOOGL ALPHABET INC 12.3%

Value $41M Shares 142,596 Est. Cost $131.43 Unrealized +146.0%

NVDA NVIDIA CORPORATION 11.7%

Value $39.18M Shares 224,646 Est. Cost $96.09 Unrealized +94.2%

META META PLATFORMS INC 8.8%

Value $29.44M Shares 51,455 Est. Cost $344.01 Unrealized +90.6%

AVGO BROADCOM INC 8.6%

Value $28.6M Shares 92,398 Est. Cost $213.08 Unrealized +56.8%

BABA ALIBABA GROUP HLDG LTD 7.8%

Value $26.07M Shares 207,811 Est. Cost $109.27 Unrealized —

SYF SYNCHRONY FINANCIAL 6.6%

Value $22.16M Shares 325,787 Est. Cost $54.98 Unrealized +38.7%

V VISA INC 6.5%

Value $21.87M Shares 72,372 Est. Cost $252.76 Unrealized +30.2%

ORCL ORACLE CORP 5.9%

Value $19.79M Shares 134,516 Est. Cost $137.38 Unrealized +23.5%

MU MICRON TECHNOLOGY INC 5.0%

Value $16.56M Shares 49,010 Est. Cost $248.50 Unrealized +55.8%

MSFT MICROSOFT CORP 3.2%

Value $10.78M Shares 29,125 Est. Cost $194.25 Unrealized +123.7%

ADBE ADOBE INC 2.9%

Value $9.695M Shares 39,884 Est. Cost $434.53 Unrealized -33.3%

PDD PDD HOLDINGS INC 2.9%

Value $9.66M Shares 94,543 Est. Cost $125.50 Unrealized —

INTC INTEL CORP 2.6%

Value $8.645M Shares 245,417 Est. Cost $32.43 Unrealized +43.1%

UNH UNITEDHEALTH GROUP INC 2.2%

Value $7.319M Shares 27,049 Est. Cost $304.18 Unrealized +1.5%

OXY OCCIDENTAL PETE CORP 2.2%

Value $7.291M Shares 144,644 Est. Cost $58.65 Unrealized -22.5%

TCOM TRIP COM GROUP LTD 1.5%

Value $4.86M Shares 97,608 Est. Cost $48.18 Unrealized —

CVS CVS HEALTH CORP 1.3%

Value $4.513M Shares 62,839 Est. Cost $60.07 Unrealized +29.8%

CRM SALESFORCE INC 1.1%

Value $3.769M Shares 20,189 Est. Cost $258.06 Unrealized -16.4%

CI THE CIGNA GROUP 1.0%

Value $3.506M Shares 13,143 Est. Cost $279.67 Unrealized +0.4%

ELV ELEVANCE HEALTH INC 0.9%

Value $3.124M Shares 10,671 Est. Cost $282.32 Unrealized +24.5%

— ADVANCED MICRO DEVICES INC 0.7%

Value $2.429M Shares 11,940 Est. Cost $213.84 Unrealized —

NU NU HLDGS LTD 0.6%

Value $2.147M Shares 149,420 Est. Cost $14.41 Unrealized +20.3%

TSM TAIWAN SEMICONDUCTOR MFG LTD 0.6%

Value $1.942M Shares 5,746 Est. Cost $279.29 Unrealized —

UBER UBER TECHNOLOGIES INC 0.4%

Value $1.397M Shares 19,427 Est. Cost $72.84 Unrealized +8.1%

COF CAPITAL ONE FINL CORP 0.3%

Value $1.056M Shares 5,787 Est. Cost $200.76 Unrealized +11.2%

DOCU DOCUSIGN INC 0.3%

Value $946K Shares 19,950 Est. Cost $80.38 Unrealized -33.5%

VRT VERTIV HOLDINGS CO 0.3%

Value $945K Shares 3,770 Est. Cost $104.51 Unrealized +91.2%

TSLA TESLA INC 0.3%

Value $881K Shares 2,370 Est. Cost $270.61 Unrealized +57.4%

PLTR PALANTIR TECHNOLOGIES INC 0.2%

Value $811K Shares 5,545 Est. Cost $24.48 Unrealized +529.8%

XOM EXXON MOBIL CORP 0.2%

Value $733K Shares 4,323 Est. Cost $138.74 Unrealized 0.0%

SNDK SANDISK CORP 0.2%

Value $663K Shares 1,043 Est. Cost $516.50 Unrealized 0.0%

AMAT APPLIED MATLS INC 0.2%

Value $596K Shares 1,743 Est. Cost $326.57 Unrealized 0.0%

WDC WESTERN DIGITAL CORP. 0.2%

Value $551K Shares 2,037 Est. Cost $151.55 Unrealized +65.8%

FLUT FLUTTER ENTMT PLC 0.2%

Value $521K Shares 5,113 Est. Cost $194.32 Unrealized -14.3%

BKNG BOOKING HOLDINGS INC 0.1%

Value $455K Shares 108 Est. Cost $2683.22 Unrealized +78.2%

AMZN AMAZON COM INC 0.1%

Value $348K Shares 1,673 Est. Cost $167.93 Unrealized +35.1%

NOW SERVICENOW INC 0.1%

Value $204K Shares 1,948 Est. Cost $121.19 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
GOOGL	ALPHABET INC	142,596	$41M	12.3%	$131.43	+146.0%	CAP STK CL A	02079K305
NVDA	NVIDIA CORPORATION	224,646	$39.18M	11.7%	$96.09	+94.2%	COM	67066G104
META	META PLATFORMS INC	51,455	$29.44M	8.8%	$344.01	+90.6%	CL A	30303M102
AVGO	BROADCOM INC	92,398	$28.6M	8.6%	$213.08	+56.8%	COM	11135F101
BABA	ALIBABA GROUP HLDG LTD	207,811	$26.07M	7.8%	$109.27	—	SPONSORED ADS	01609W102
SYF	SYNCHRONY FINANCIAL	325,787	$22.16M	6.6%	$54.98	+38.7%	COM	87165B103
V	VISA INC	72,372	$21.87M	6.5%	$252.76	+30.2%	COM CL A	92826C839
ORCL	ORACLE CORP	134,516	$19.79M	5.9%	$137.38	+23.5%	COM	68389X105
MU	MICRON TECHNOLOGY INC	49,010	$16.56M	5.0%	$248.50	+55.8%	COM	595112103
MSFT	MICROSOFT CORP	29,125	$10.78M	3.2%	$194.25	+123.7%	COM	594918104
ADBE	ADOBE INC	39,884	$9.695M	2.9%	$434.53	-33.3%	COM	00724F101
PDD	PDD HOLDINGS INC	94,543	$9.66M	2.9%	$125.50	—	SPONSORED ADS	722304102
INTC	INTEL CORP	245,417	$8.645M	2.6%	$32.43	+43.1%	COM	458140100
UNH	UNITEDHEALTH GROUP INC	27,049	$7.319M	2.2%	$304.18	+1.5%	COM	91324P102
OXY	OCCIDENTAL PETE CORP	144,644	$7.291M	2.2%	$58.65	-22.5%	COM	674599105
TCOM	TRIP COM GROUP LTD	97,608	$4.86M	1.5%	$48.18	—	ADS	89677Q107
CVS	CVS HEALTH CORP	62,839	$4.513M	1.3%	$60.07	+29.8%	COM	126650100
CRM	SALESFORCE INC	20,189	$3.769M	1.1%	$258.06	-16.4%	COM	79466L302
CI	THE CIGNA GROUP	13,143	$3.506M	1.0%	$279.67	+0.4%	COM	125523100
ELV	ELEVANCE HEALTH INC	10,671	$3.124M	0.9%	$282.32	+24.5%	COM	036752103
—	ADVANCED MICRO DEVICES INC	11,940	$2.429M	0.7%	$213.84	—	COM	007903BD8
NU	NU HLDGS LTD	149,420	$2.147M	0.6%	$14.41	+20.3%	ORD SHS CL A	G6683N103
TSM	TAIWAN SEMICONDUCTOR MFG LTD	5,746	$1.942M	0.6%	$279.29	—	SPONSORED ADS	874039100
UBER	UBER TECHNOLOGIES INC	19,427	$1.397M	0.4%	$72.84	+8.1%	COM	90353T100
COF	CAPITAL ONE FINL CORP	5,787	$1.056M	0.3%	$200.76	+11.2%	COM	14040H105
DOCU	DOCUSIGN INC	19,950	$946K	0.3%	$80.38	-33.5%	COM	256163106
VRT	VERTIV HOLDINGS CO	3,770	$945K	0.3%	$104.51	+91.2%	COM CL A	92537N108
TSLA	TESLA INC	2,370	$881K	0.3%	$270.61	+57.4%	COM	88160R101
PLTR	PALANTIR TECHNOLOGIES INC	5,545	$811K	0.2%	$24.48	+529.8%	CL A	69608A108
XOM	EXXON MOBIL CORP	4,323	$733K	0.2%	$138.74	0.0%	COM	30231G102
SNDK	SANDISK CORP	1,043	$663K	0.2%	$516.50	0.0%	COM	80004C200
AMAT	APPLIED MATLS INC	1,743	$596K	0.2%	$326.57	0.0%	COM	038222105
WDC	WESTERN DIGITAL CORP.	2,037	$551K	0.2%	$151.55	+65.8%	COM	958102105
FLUT	FLUTTER ENTMT PLC	5,113	$521K	0.2%	$194.32	-14.3%	SHS	G3643J108
BKNG	BOOKING HOLDINGS INC	108	$455K	0.1%	$2683.22	+78.2%	COM	09857L108
AMZN	AMAZON COM INC	1,673	$348K	0.1%	$167.93	+35.1%	COM	023135106
NOW	SERVICENOW INC	1,948	$204K	0.1%	$121.19	0.0%	COM	81762P102