PARUS FINANCE (UK) Ltd
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 15, 2025), PARUS FINANCE (UK) Ltd reported 32 stock positions worth $349.7 million. Its top holding was Nvidia (NVDA) at 13.3% of the portfolio, followed by Meta Platforms Class A (META, 11.4%) and Visa Class A (V, 9.7%). Compared with Q1 2025, it opened 1 new position, sold out of 1, added to 6 and reduced 23. The biggest buy was Synchrony Financial (SYF, shares +1159%) and the biggest sale PDD (PDD, shares −11%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001611519
- Portfolio Value
- $349.7M (Q2 2025)
- SEC Filing
- 0001611519-25-000005 ↗ filed Aug 15, 2025
Holdings Value
Holdings 32 stocks · $349.7M
| NVDA Nvidia Corp. | 13.33% | 295,013 | $46.6M | Reduce -5.3% |
| META Meta Platforms Inc. Class A | 11.37% | 53,872 | $39.8M | Add +5.7% |
| V Visa Inc. Class A | 9.74% | 95,911 | $34.1M | Reduce -3.5% |
| GOOGL Alphabet Inc. Class A | 9.66% | 191,628 | $33.8M | Reduce -2.8% |
| AVGO Broadcom Inc. | 7.33% | 93,019 | $25.6M | Reduce -7.5% |
| BABA Alibaba Group Holding-SP ADR | 7.04% | 216,905 | $24.6M | Add +12.5% |
| SYF Synchrony Financial | 6.03% | 316,089 | $21.1M | Add +1158.6% |
| ORCL Oracle Corp. | 5.75% | 92,010 | $20.1M | Reduce -5.3% |
| PDD PDD Holdings Inc. | 5.29% | 176,856 | $18.5M | Reduce -10.7% |
| MSFT Microsoft Corp. | 4.37% | 30,739 | $15.3M | Reduce -2.1% |
| ADBE Adobe Inc. | 3.71% | 33,540 | $13.0M | Reduce -3.7% |
| CRM Salesforce Inc. | 3.65% | 46,793 | $12.8M | Add +53.0% |
| CVS CVS Health Corp. | 1.94% | 98,439 | $6.8M | Reduce -3.8% |
| OXY Occidental Petroleum Corp. | 1.83% | 213,958 | $6.4M | Reduce -4.3% |
| TCOM Trip.com Group Ltd.-ADR | 1.67% | 99,855 | $5.9M | Reduce -5.2% |
| ELV Elevance Health Inc. | 1.25% | 11,259 | $4.4M | Reduce -6.5% |
| CI The Cigna Group | 1.18% | 12,440 | $4.1M | Reduce -4.2% |
| INTC Intel Corp. | 0.97% | 201,559 | $3.4M | Reduce -10.5% |
| WDC Western Digital Corp. | 0.59% | 32,220 | $2.1M | Reduce -5.1% |
| UBER Uber Technologies Inc. | 0.49% | 18,477 | $1.7M | Reduce -1.2% |
| DOCU Docusign Inc. | 0.49% | 21,950 | $1.7M | Reduce -1.2% |
| HUM Humana Inc. | 0.46% | 6,530 | $1.6M | Reduce -0.6% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.30% | 77,593 | $1.1M | Add +20.7% |
| FLUT Flutter Entertainment PLC-Di | 0.27% | 3,310 | $946K | Reduce -1.2% |
| VRT Vertiv Holdings Co. Class A | 0.23% | 6,287 | $807K | Add +24.3% |
| PLTR Palantir Technologies Inc. Class A | 0.21% | 5,445 | $742K | Reduce -3.4% |
| TSLA Tesla Inc. | 0.21% | 2,330 | $740K | Reduce -1.7% |
| COF Capital One Financial Corp. | 0.20% | 3,260 | $694K | New |
| AMZN Amazon.com Inc. | 0.14% | 2,226 | $488K | Reduce -0.9% |
| BKNG Booking Holdings Inc. | 0.12% | 75 | $434K | No change |
| LLY Eli Lilly & Co. | 0.09% | 407 | $317K | No change |
| DKNG Draftkings Inc. Class A | 0.06% | 4,711 | $202K | Reduce -1.1% |
Portfolio Sells Q1 2025 → Q2 2025
| PDD PDD Holdings Inc. | Reduce -10.7% | 5.29% | −2.71 |
| V Visa Inc. Class A | Reduce -3.5% | 9.74% | −2.15 |
| OXY Occidental Petroleum Corp. | Reduce -4.3% | 1.83% | −1.93 |
| ADBE Adobe Inc. | Reduce -3.7% | 3.71% | −0.85 |
| INTC Intel Corp. | Reduce -10.5% | 0.97% | −0.77 |
| GOOGL Alphabet Inc. Class A | Reduce -2.8% | 9.66% | −0.75 |
| TCOM Trip.com Group Ltd.-ADR | Reduce -5.2% | 1.67% | −0.61 |
| ELV Elevance Health Inc. | Reduce -6.5% | 1.25% | −0.54 |
| CVS CVS Health Corp. | Reduce -3.8% | 1.94% | −0.43 |
| CI The Cigna Group | Reduce -4.2% | 1.18% | −0.28 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.25 |
| HUM Humana Inc. | Reduce -0.6% | 0.46% | −0.14 |
| DOCU Docusign Inc. | Reduce -1.2% | 0.49% | −0.13 |
| AMZN Amazon.com Inc. | Reduce -0.9% | 0.14% | −0.01 |
| TSLA Tesla Inc. | Reduce -1.7% | 0.21% | +0.00 |
| DKNG Draftkings Inc. Class A | Reduce -1.1% | 0.06% | +0.00 |
| FLUT Flutter Entertainment PLC-Di | Reduce -1.2% | 0.27% | +0.02 |
| UBER Uber Technologies Inc. | Reduce -1.2% | 0.49% | +0.03 |
| PLTR Palantir Technologies Inc. Class A | Reduce -3.4% | 0.21% | +0.05 |
| WDC Western Digital Corp. | Reduce -5.1% | 0.59% | +0.12 |
| MSFT Microsoft Corp. | Reduce -2.1% | 4.37% | +0.35 |
| ORCL Oracle Corp. | Reduce -5.3% | 5.75% | +1.12 |
| AVGO Broadcom Inc. | Reduce -7.5% | 7.33% | +1.58 |
| NVDA Nvidia Corp. | Reduce -5.3% | 13.33% | +1.80 |
Portfolio Buys Q1 2025 → Q2 2025
| SYF Synchrony Financial | Add +1158.6% | 6.03% | +5.58 |
| META Meta Platforms Inc. Class A | Add +5.7% | 11.37% | +1.34 |
| CRM Salesforce Inc. | Add +53.0% | 3.65% | +0.85 |
| COF Capital One Financial Corp. | New | 0.20% | +0.20 |
| VRT Vertiv Holdings Co. Class A | Add +24.3% | 0.23% | +0.11 |
| NU Nu Holdings Ltd./Cayman Isl-A | Add +20.7% | 0.30% | +0.08 |
| BABA Alibaba Group Holding-SP ADR | Add +12.5% | 7.04% | −1.67 |
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 |