PARUS FINANCE (UK) Ltd
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), PARUS FINANCE (UK) Ltd reported 32 stock positions worth $310.9 million. Its top holding was Nvidia (NVDA) at 12.5% of the portfolio, followed by Meta Platforms Class A (META, 12.5%) and Alphabet Class A (GOOGL, 10.3%). Compared with Q2 2024, it opened 2 new positions, sold out of 6, added to 7 and reduced 23. The biggest buy was Meta Platforms Class A (META, shares +19%) and the biggest sale Eli Lilly (LLY, shares −97%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001611519
- Portfolio Value
- $310.9M (Q3 2024)
- SEC Filing
- 0001611519-24-000004 ↗ filed Nov 14, 2024
Holdings Value
Holdings 32 stocks · $310.9M
| NVDA Nvidia Corp. | 12.50% | 319,945 | $38.9M | Reduce -11.5% |
| META Meta Platforms Inc. Class A | 12.46% | 67,655 | $38.7M | Add +19.2% |
| GOOGL Alphabet Inc. Class A | 10.32% | 193,487 | $32.1M | Add +1.8% |
| PDD PDD Holdings Inc. | 9.94% | 229,368 | $30.9M | Add +15.8% |
| V Visa Inc. Class A | 9.85% | 111,377 | $30.6M | Add +10.1% |
| ORCL Oracle Corp. | 5.23% | 95,466 | $16.3M | Reduce -27.1% |
| MSFT Microsoft Corp. | 4.98% | 36,017 | $15.5M | Reduce -27.6% |
| ADBE Adobe Inc. | 4.84% | 29,065 | $15.0M | Reduce -26.7% |
| INTC Intel Corp. | 4.69% | 621,715 | $14.6M | Add +39.3% |
| OXY Occidental Petroleum Corp. | 4.16% | 250,918 | $12.9M | Reduce -26.7% |
| CRM Salesforce Inc. | 2.92% | 33,170 | $9.1M | New |
| LUV Southwest Airlines Co. | 2.87% | 300,665 | $8.9M | Reduce -4.5% |
| WDC Western Digital Corp. | 2.69% | 122,531 | $8.4M | Add +138.6% |
| CVS CVS Health Corp. | 2.25% | 111,160 | $7.0M | Reduce -27.4% |
| ELV Elevance Health Inc. | 2.07% | 12,376 | $6.4M | Reduce -23.8% |
| BABA Alibaba Group Holding-SP ADR | 2.04% | 59,732 | $6.3M | Reduce -6.2% |
| CI The Cigna Group | 1.52% | 13,600 | $4.7M | Reduce -27.7% |
| TCOM Trip.com Group Ltd.-ADR | 1.08% | 56,610 | $3.4M | Reduce -22.6% |
| HUM Humana Inc. | 0.69% | 6,800 | $2.2M | Reduce -26.8% |
| TSLA Tesla Inc. | 0.49% | 5,859 | $1.5M | Reduce -25.0% |
| SYF Synchrony Financial | 0.48% | 30,119 | $1.5M | Reduce -24.6% |
| PLTR Palantir Technologies Inc. Class A | 0.32% | 26,935 | $1.0M | Reduce -90.4% |
| FLUT Flutter Entertainment PLC-Di | 0.25% | 3,300 | $783K | Add +11.8% |
| XOM Exxon Mobil Corp. | 0.25% | 6,590 | $772K | Reduce -17.9% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.17% | 38,086 | $520K | Reduce -36.2% |
| MU Micron Technology Inc. | 0.15% | 4,494 | $466K | Reduce -53.6% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.15% | 3,880 | $462K | Reduce -37.9% |
| AMZN Amazon.com Inc. | 0.14% | 2,392 | $446K | Reduce -0.9% |
| BIDU Baidu Inc. - Spon ADR | 0.13% | 3,921 | $413K | Reduce -23.5% |
| UNH Unitedhealth Group Inc. | 0.13% | 699 | $409K | New |
| LLY Eli Lilly & Co. | 0.12% | 433 | $384K | Reduce -96.6% |
| BKNG Booking Holdings Inc. | 0.11% | 80 | $337K | Reduce -89.7% |
Portfolio Sells Q2 2024 → Q3 2024
| LLY Eli Lilly & Co. | Reduce -96.6% | 0.12% | −3.18 |
| OXY Occidental Petroleum Corp. | Reduce -26.7% | 4.16% | −2.08 |
| PLTR Palantir Technologies Inc. Class A | Reduce -90.4% | 0.32% | −1.74 |
| ADBE Adobe Inc. | Reduce -26.7% | 4.84% | −1.53 |
| MSFT Microsoft Corp. | Reduce -27.6% | 4.98% | −1.45 |
| MRNA Moderna Inc. | Sold out | 0.00% | −0.90 |
| BKNG Booking Holdings Inc. | Reduce -89.7% | 0.11% | −0.78 |
| CRTO Criteo SA-Spon | Sold out | 0.00% | −0.73 |
| BNTX Biontech SE-ADR | Sold out | 0.00% | −0.55 |
| ELV Elevance Health Inc. | Reduce -23.8% | 2.07% | −0.47 |
| NVDA Nvidia Corp. | Reduce -11.5% | 12.50% | −0.42 |
| CVS CVS Health Corp. | Reduce -27.4% | 2.25% | −0.37 |
| HUM Humana Inc. | Reduce -26.8% | 0.69% | −0.31 |
| CI The Cigna Group | Reduce -27.7% | 1.52% | −0.28 |
| MU Micron Technology Inc. | Reduce -53.6% | 0.15% | −0.22 |
| ORCL Oracle Corp. | Reduce -27.1% | 5.23% | −0.12 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -37.9% | 0.15% | −0.11 |
| TXG 10X Genomics Inc. Class A | Sold out | 0.00% | −0.07 |
| SYF Synchrony Financial | Reduce -24.6% | 0.48% | −0.06 |
| DKNG Draftkings Inc. Class A | Sold out | 0.00% | −0.06 |
| NU Nu Holdings Ltd./Cayman Isl-A | Reduce -36.2% | 0.17% | −0.06 |
| XOM Exxon Mobil Corp. | Reduce -17.9% | 0.25% | −0.02 |
| NBIS Nebius Group NV | Sold out | 0.00% | 0.00 |
| BIDU Baidu Inc. - Spon ADR | Reduce -23.5% | 0.13% | +0.00 |
| AMZN Amazon.com Inc. | Reduce -0.9% | 0.14% | +0.01 |
| TSLA Tesla Inc. | Reduce -25.0% | 0.49% | +0.05 |
| TCOM Trip.com Group Ltd.-ADR | Reduce -22.6% | 1.08% | +0.09 |
| LUV Southwest Airlines Co. | Reduce -4.5% | 2.87% | +0.26 |
| BABA Alibaba Group Holding-SP ADR | Reduce -6.2% | 2.04% | +0.71 |
Portfolio Buys Q2 2024 → Q3 2024
| META Meta Platforms Inc. Class A | Add +19.2% | 12.46% | +4.18 |
| CRM Salesforce Inc. | New | 2.92% | +2.92 |
| PDD PDD Holdings Inc. | Add +15.8% | 9.94% | +2.33 |
| V Visa Inc. Class A | Add +10.1% | 9.85% | +2.17 |
| WDC Western Digital Corp. | Add +138.6% | 2.69% | +1.57 |
| INTC Intel Corp. | Add +39.3% | 4.69% | +0.69 |
| GOOGL Alphabet Inc. Class A | Add +1.8% | 10.32% | +0.31 |
| UNH Unitedhealth Group Inc. | New | 0.13% | +0.13 |
| FLUT Flutter Entertainment PLC-Di | Add +11.8% | 0.25% | +0.10 |
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 |