PARUS FINANCE (UK) Ltd
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 16, 2024), PARUS FINANCE (UK) Ltd reported 36 stock positions worth $345.8 million. Its top holding was Nvidia (NVDA) at 12.9% of the portfolio, followed by Alphabet Class A (GOOGL, 10.0%) and Meta Platforms Class A (META, 8.3%). Compared with Q1 2024, it opened 2 new positions, added to 27 and reduced 6. The biggest buy was Adobe (ADBE, shares +323%) and the biggest sale Nvidia (NVDA, shares −19%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001611519
- Portfolio Value
- $345.8M (Q2 2024)
- SEC Filing
- 0001611519-24-000003 ↗ filed Jul 16, 2024
Holdings Value
Holdings 36 stocks · $345.8M
| NVDA Nvidia Corp. | 12.92% | 361,575 | $44.7M | Reduce -19.3% |
| GOOGL Alphabet Inc. Class A | 10.01% | 190,117 | $34.6M | Add +42.6% |
| META Meta Platforms Inc. Class A | 8.27% | 56,744 | $28.6M | Add +26.1% |
| V Visa Inc. Class A | 7.68% | 101,177 | $26.6M | Add +70.7% |
| PDD PDD Holdings Inc. | 7.61% | 198,003 | $26.3M | Add +59.2% |
| MSFT Microsoft Corp. | 6.43% | 49,770 | $22.2M | Add +4.0% |
| ADBE Adobe Inc. | 6.37% | 39,647 | $22.0M | Add +323.3% |
| OXY Occidental Petroleum Corp. | 6.24% | 342,370 | $21.6M | Add +3.2% |
| ORCL Oracle Corp. | 5.35% | 131,047 | $18.5M | Add +17.4% |
| INTC Intel Corp. | 4.00% | 446,203 | $13.8M | Add +36.9% |
| LLY Eli Lilly & Co. | 3.30% | 12,603 | $11.4M | Add +31.2% |
| CVS CVS Health Corp. | 2.62% | 153,180 | $9.0M | Add +1.0% |
| LUV Southwest Airlines Co. | 2.60% | 314,795 | $9.0M | Reduce -4.4% |
| ELV Elevance Health Inc. | 2.54% | 16,236 | $8.8M | Add +3.9% |
| PLTR Palantir Technologies Inc. Class A | 2.06% | 281,381 | $7.1M | Add +187.2% |
| CI The Cigna Group | 1.80% | 18,800 | $6.2M | Reduce -7.2% |
| BABA Alibaba Group Holding-SP ADR | 1.33% | 63,670 | $4.6M | Reduce -0.9% |
| WDC Western Digital Corp. | 1.13% | 51,347 | $3.9M | Add +64.7% |
| HUM Humana Inc. | 1.00% | 9,290 | $3.5M | No change |
| TCOM Trip.com Group Ltd.-ADR | 0.99% | 73,187 | $3.4M | Add +7.2% |
| MRNA Moderna Inc. | 0.90% | 26,328 | $3.1M | Add +1.7% |
| BKNG Booking Holdings Inc. | 0.89% | 779 | $3.1M | Reduce -2.6% |
| CRTO Criteo SA-Spon | 0.73% | 67,252 | $2.5M | Add +1.2% |
| BNTX Biontech SE-ADR | 0.55% | 23,817 | $1.9M | Add +3.0% |
| SYF Synchrony Financial | 0.55% | 39,945 | $1.9M | Add +15.1% |
| TSLA Tesla Inc. | 0.45% | 7,813 | $1.5M | Add +7.4% |
| MU Micron Technology Inc. | 0.37% | 9,696 | $1.3M | Add +18.8% |
| XOM Exxon Mobil Corp. | 0.27% | 8,031 | $925K | Reduce -12.0% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.26% | 6,246 | $892K | Add +26.4% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.22% | 59,668 | $769K | Add +168.0% |
| FLUT Flutter Entertainment PLC-Di | 0.16% | 2,952 | $538K | Add +93.3% |
| AMZN Amazon.com Inc. | 0.13% | 2,414 | $467K | Add +26.4% |
| BIDU Baidu Inc. - Spon ADR | 0.13% | 5,128 | $443K | Add +26.4% |
| TXG 10X Genomics Inc. Class A | 0.07% | 12,180 | $237K | Add +6.6% |
| DKNG Draftkings Inc. Class A | 0.06% | 5,115 | $195K | New |
| NBIS Nebius Group NV filed as YANDEX N V | 0.00% | 2,911 | $0 | New |
Portfolio Sells Q1 2024 → Q2 2024
Portfolio Buys Q1 2024 → Q2 2024
| ADBE Adobe Inc. | Add +323.3% | 6.37% | +4.59 |
| GOOGL Alphabet Inc. Class A | Add +42.6% | 10.01% | +2.44 |
| PDD PDD Holdings Inc. | Add +59.2% | 7.61% | +2.17 |
| V Visa Inc. Class A | Add +70.7% | 7.68% | +1.45 |
| PLTR Palantir Technologies Inc. Class A | Add +187.2% | 2.06% | +1.21 |
| LLY Eli Lilly & Co. | Add +31.2% | 3.30% | +0.48 |
| WDC Western Digital Corp. | Add +64.7% | 1.13% | +0.32 |
| NU Nu Holdings Ltd./Cayman Isl-A | Add +168.0% | 0.22% | +0.12 |
| ORCL Oracle Corp. | Add +17.4% | 5.35% | +0.07 |
| DKNG Draftkings Inc. Class A | New | 0.06% | +0.06 |
| FLUT Flutter Entertainment PLC-Di | Add +93.3% | 0.16% | +0.04 |
| META Meta Platforms Inc. Class A | Add +26.1% | 8.27% | +0.04 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +26.4% | 0.26% | +0.02 |
| MU Micron Technology Inc. | Add +18.8% | 0.37% | +0.01 |
| AMZN Amazon.com Inc. | Add +26.4% | 0.13% | +0.01 |
| NBIS Nebius Group NV | New | 0.00% | 0.00 |
| SYF Synchrony Financial | Add +15.1% | 0.55% | −0.02 |
| BIDU Baidu Inc. - Spon ADR | Add +26.4% | 0.13% | −0.03 |
| TSLA Tesla Inc. | Add +7.4% | 0.45% | −0.03 |
| TXG 10X Genomics Inc. Class A | Add +6.6% | 0.07% | −0.09 |
| TCOM Trip.com Group Ltd.-ADR | Add +7.2% | 0.99% | −0.13 |
| MRNA Moderna Inc. | Add +1.7% | 0.90% | −0.13 |
| CRTO Criteo SA-Spon | Add +1.2% | 0.73% | −0.14 |
| BNTX Biontech SE-ADR | Add +3.0% | 0.55% | −0.25 |
| ELV Elevance Health Inc. | Add +3.9% | 2.54% | −0.51 |
| MSFT Microsoft Corp. | Add +4.0% | 6.43% | −1.15 |
| INTC Intel Corp. | Add +36.9% | 4.00% | −1.43 |
| OXY Occidental Petroleum Corp. | Add +3.2% | 6.24% | −1.88 |
| CVS CVS Health Corp. | Add +1.0% | 2.62% | −1.94 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 37 | $383.1M | GOOGL, NVDA, MU, META, AVGO |
| Q1 2026 | 37 | $334.5M | GOOGL, NVDA, META, AVGO, BABA |
| Q4 2025 | 34 | $380.5M | GOOGL, NVDA, META, AVGO, BABA |
| Q3 2025 | 30 | $380.8M | NVDA, GOOGL, BABA, META, V |
| Q2 2025 | 32 | $349.7M | NVDA, META, V, GOOGL, AVGO |
| Q1 2025 | 32 | $292.9M | V, NVDA, GOOGL, META, BABA |
| Q4 2024 | 34 | $319.0M | NVDA, META, GOOGL, V, PDD |
| Q3 2024 | 32 | $310.9M | NVDA, META, GOOGL, PDD, V |
| Q2 2024 | 36 | $345.8M | NVDA, GOOGL, META, V, PDD |
| Q1 2024 | 34 | $265.5M | NVDA, META, OXY, MSFT, GOOGL |