PARUS FINANCE (UK) Ltd
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 12, 2025), PARUS FINANCE (UK) Ltd reported 34 stock positions worth $319.0 million. Its top holding was Nvidia (NVDA) at 11.9% of the portfolio, followed by Meta Platforms Class A (META, 11.9%) and Alphabet Class A (GOOGL, 11.7%). Compared with Q3 2024, it opened 4 new positions, sold out of 2, added to 7 and reduced 15. The biggest buy was a new position in Broadcom (AVGO) and the biggest sale PDD (PDD, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001611519
- Portfolio Value
- $319.0M (Q4 2024)
- SEC Filing
- 0001611519-25-000002 ↗ filed Feb 12, 2025
Holdings Value
Holdings 34 stocks · $319.0M
| NVDA Nvidia Corp. | 11.91% | 283,010 | $38.0M | Reduce -11.5% |
| META Meta Platforms Inc. Class A | 11.90% | 64,819 | $38.0M | Reduce -4.2% |
| GOOGL Alphabet Inc. Class A | 11.68% | 196,870 | $37.3M | Add +1.8% |
| V Visa Inc. Class A | 10.61% | 107,137 | $33.9M | Reduce -3.8% |
| PDD PDD Holdings Inc. | 6.68% | 219,714 | $21.3M | Reduce -4.2% |
| ORCL Oracle Corp. | 5.40% | 103,366 | $17.2M | Add +8.3% |
| ADBE Adobe Inc. | 5.16% | 37,045 | $16.5M | Add +27.5% |
| MSFT Microsoft Corp. | 4.43% | 33,512 | $14.1M | Reduce -7.0% |
| OXY Occidental Petroleum Corp. | 3.74% | 241,618 | $11.9M | Reduce -3.7% |
| INTC Intel Corp. | 3.66% | 581,840 | $11.7M | Reduce -6.4% |
| CRM Salesforce Inc. | 3.38% | 32,249 | $10.8M | Reduce -2.8% |
| LUV Southwest Airlines Co. | 3.12% | 295,970 | $10.0M | Reduce -1.6% |
| AVGO Broadcom Inc. | 2.66% | 36,540 | $8.5M | New |
| WDC Western Digital Corp. | 2.24% | 119,661 | $7.1M | Reduce -2.3% |
| BABA Alibaba Group Holding-SP ADR | 2.19% | 82,322 | $7.0M | Add +37.8% |
| TCOM Trip.com Group Ltd.-ADR | 1.94% | 90,035 | $6.2M | Add +59.0% |
| TSLA Tesla Inc. | 1.84% | 14,529 | $5.9M | Add +148.0% |
| CVS CVS Health Corp. | 1.53% | 108,530 | $4.9M | Reduce -2.4% |
| ELV Elevance Health Inc. | 1.43% | 12,406 | $4.6M | Add +0.2% |
| CI The Cigna Group | 1.17% | 13,540 | $3.7M | Reduce -0.4% |
| SYF Synchrony Financial | 0.61% | 30,119 | $2.0M | No change |
| DOCU Docusign Inc. | 0.58% | 20,700 | $1.9M | New |
| HUM Humana Inc. | 0.54% | 6,800 | $1.7M | No change |
| UBER Uber Technologies Inc. | 0.33% | 17,700 | $1.1M | New |
| FLUT Flutter Entertainment PLC-Di | 0.27% | 3,300 | $853K | No change |
| AMZN Amazon.com Inc. | 0.16% | 2,392 | $525K | No change |
| XOM Exxon Mobil Corp. | 0.16% | 4,725 | $508K | Reduce -28.3% |
| PLTR Palantir Technologies Inc. Class A | 0.13% | 5,635 | $426K | Reduce -79.1% |
| BKNG Booking Holdings Inc. | 0.12% | 80 | $397K | No change |
| UNH Unitedhealth Group Inc. | 0.11% | 699 | $354K | No change |
| LLY Eli Lilly & Co. | 0.10% | 433 | $334K | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.10% | 3,880 | $334K | No change |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.05% | 16,336 | $169K | Reduce -57.1% |
| WB Weibo Corp.-Spon ADR | 0.03% | 10,400 | $99K | New |
Portfolio Sells Q3 2024 → Q4 2024
| PDD PDD Holdings Inc. | Reduce -4.2% | 6.68% | −3.26 |
| INTC Intel Corp. | Reduce -6.4% | 3.66% | −1.03 |
| CVS CVS Health Corp. | Reduce -2.4% | 1.53% | −0.72 |
| NVDA Nvidia Corp. | Reduce -11.5% | 11.91% | −0.58 |
| META Meta Platforms Inc. Class A | Reduce -4.2% | 11.90% | −0.56 |
| MSFT Microsoft Corp. | Reduce -7.0% | 4.43% | −0.56 |
| WDC Western Digital Corp. | Reduce -2.3% | 2.24% | −0.45 |
| OXY Occidental Petroleum Corp. | Reduce -3.7% | 3.74% | −0.42 |
| CI The Cigna Group | Reduce -0.4% | 1.17% | −0.34 |
| PLTR Palantir Technologies Inc. Class A | Reduce -79.1% | 0.13% | −0.19 |
| MU Micron Technology Inc. | Sold out | 0.00% | −0.15 |
| BIDU Baidu Inc. - Spon ADR | Sold out | 0.00% | −0.13 |
| NU Nu Holdings Ltd./Cayman Isl-A | Reduce -57.1% | 0.05% | −0.11 |
| XOM Exxon Mobil Corp. | Reduce -28.3% | 0.16% | −0.09 |
| LUV Southwest Airlines Co. | Reduce -1.6% | 3.12% | +0.25 |
| CRM Salesforce Inc. | Reduce -2.8% | 3.38% | +0.46 |
| V Visa Inc. Class A | Reduce -3.8% | 10.61% | +0.77 |
Portfolio Buys Q3 2024 → Q4 2024
| AVGO Broadcom Inc. | New | 2.66% | +2.66 |
| GOOGL Alphabet Inc. Class A | Add +1.8% | 11.68% | +1.36 |
| TSLA Tesla Inc. | Add +148.0% | 1.84% | +1.35 |
| TCOM Trip.com Group Ltd.-ADR | Add +59.0% | 1.94% | +0.86 |
| DOCU Docusign Inc. | New | 0.58% | +0.58 |
| UBER Uber Technologies Inc. | New | 0.33% | +0.33 |
| ADBE Adobe Inc. | Add +27.5% | 5.16% | +0.32 |
| ORCL Oracle Corp. | Add +8.3% | 5.40% | +0.17 |
| BABA Alibaba Group Holding-SP ADR | Add +37.8% | 2.19% | +0.15 |
| WB Weibo Corp.-Spon ADR | New | 0.03% | +0.03 |
| ELV Elevance Health Inc. | Add +0.2% | 1.43% | −0.64 |
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 |