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PARUS FINANCE (UK) Ltd

Portfolio Manager
PARUS FINANCE (UK) Ltd
Performance
-1.99% (2025 Q4)
AUM (13F)
$334.46M
# of Holdings
37
Performance Rank
Allocation (Top 20)
95.03%

PARUS FINANCE (UK) Ltd Holdings Map

Top 37 PARUS FINANCE (UK) Ltd Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
GOOGL
ALPHABET INC
12.26%142.6K$41.0M
-6.22%(-9.46K)
2025-Q1: 197.2K shares2025-Q2: 191.6K shares2025-Q3: 176.1K shares2025-Q4: 152.1K shares2026-Q1: 142.6K shares
$122.21(+228.18%)
2026-03-31
NVDA
NVIDIA CORPORATION
11.71%224.6K$39.2M
-3.98%(-9.32K)
2025-Q1: 311.6K shares2025-Q2: 295.0K shares2025-Q3: 245.3K shares2025-Q4: 234.0K shares2026-Q1: 224.6K shares
$43.97(+436.19%)
2026-03-31
META
META PLATFORMS INC
8.8%51.5K$29.4M
-4.14%(-2.22K)
2025-Q1: 51.0K shares2025-Q2: 53.9K shares2025-Q3: 52.1K shares2025-Q4: 53.7K shares2026-Q1: 51.5K shares
$349.85(+76.77%)
2026-03-31
AVGO
BROADCOM INC
8.55%92.4K$28.6M
-2.39%(-2.26K)
2025-Q1: 100.6K shares2025-Q2: 93.0K shares2025-Q3: 86.8K shares2025-Q4: 94.7K shares2026-Q1: 92.4K shares
$212.56(+106.90%)
2026-03-31
BABA
ALIBABA GROUP HLDG LTD
7.8%207.8K$26.1M
-5.56%(-12.24K)
2025-Q1: 192.9K shares2025-Q2: 216.9K shares2025-Q3: 216.8K shares2025-Q4: 220.1K shares2026-Q1: 207.8K shares
$129.98(+8.57%)
2026-03-31
SYF
SYNCHRONY FINANCIAL
6.63%325.8K$22.2M
+9.46%(+28.17K)
2025-Q1: 25.1K shares2025-Q2: 316.1K shares2025-Q3: 304.2K shares2025-Q4: 297.6K shares2026-Q1: 325.8K shares
$58.71(+21.37%)
2026-03-31
V
VISA INC
6.54%72.4K$21.9M
-15.66%(-13.44K)
2025-Q1: 99.4K shares2025-Q2: 95.9K shares2025-Q3: 85.9K shares2025-Q4: 85.8K shares2026-Q1: 72.4K shares
$253.41(+27.27%)
2026-03-31
ORCL
ORACLE CORP
5.92%134.5K$19.8M
+15.20%(+17.75K)
2025-Q1: 97.2K shares2025-Q2: 92.0K shares2025-Q3: 103.0K shares2025-Q4: 116.8K shares2026-Q1: 134.5K shares
$139.77(+39.95%)
2026-03-31
MU
MICRON TECHNOLOGY INC
4.95%49.0K$16.6M
+13.82%(+5.95K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 43.1K shares2026-Q1: 49.0K shares
$224.05(+285.64%)
2026-03-31
MSFT
MICROSOFT CORP
3.22%29.1K$10.8M
-2.85%(-854)
2025-Q1: 31.4K shares2025-Q2: 30.7K shares2025-Q3: 29.8K shares2025-Q4: 30.0K shares2026-Q1: 29.1K shares
$201.36(+103.34%)
2026-03-31

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