PARUS FINANCE (UK) Ltd
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), PARUS FINANCE (UK) Ltd reported 30 stock positions worth $380.8 million. Its top holding was Nvidia (NVDA) at 12.0% of the portfolio, followed by Alphabet Class A (GOOGL, 11.2%) and Alibaba Group Holding-SP ADR (BABA, 10.2%). Compared with Q2 2025, it opened 2 new positions, sold out of 4, added to 6 and reduced 15. The biggest buy was a new position in Unitedhealth (UNH) and the biggest sale Salesforce (CRM, shares −57%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001611519
- Portfolio Value
- $380.8M (Q3 2025)
- SEC Filing
- 0001611519-25-000006 ↗ filed Nov 12, 2025
Holdings Value
Holdings 30 stocks · $380.8M
| NVDA Nvidia Corp. | 12.02% | 245,253 | $45.8M | Reduce -16.9% |
| GOOGL Alphabet Inc. Class A | 11.24% | 176,073 | $42.8M | Reduce -8.1% |
| BABA Alibaba Group Holding-SP ADR | 10.18% | 216,805 | $38.7M | Reduce -0.1% |
| META Meta Platforms Inc. Class A | 10.05% | 52,132 | $38.3M | Reduce -3.2% |
| V Visa Inc. Class A | 7.70% | 85,901 | $29.3M | Reduce -10.4% |
| ORCL Oracle Corp. | 7.60% | 102,950 | $29.0M | Add +11.9% |
| AVGO Broadcom Inc. | 7.52% | 86,789 | $28.6M | Reduce -6.7% |
| PDD PDD Holdings Inc. | 6.37% | 183,476 | $24.3M | Add +3.7% |
| SYF Synchrony Financial | 5.68% | 304,179 | $21.6M | Reduce -3.8% |
| MSFT Microsoft Corp. | 4.05% | 29,789 | $15.4M | Reduce -3.1% |
| ADBE Adobe Inc. | 3.01% | 32,490 | $11.5M | Reduce -3.1% |
| UNH Unitedhealth Group Inc. | 2.20% | 24,260 | $8.4M | New |
| TCOM Trip.com Group Ltd.-ADR | 1.92% | 97,035 | $7.3M | Reduce -2.8% |
| OXY Occidental Petroleum Corp. | 1.69% | 193,270 | $6.4M | Reduce -9.7% |
| INTC Intel Corp. | 1.65% | 226,950 | $6.3M | Add +12.6% |
| CVS CVS Health Corp. | 1.27% | 64,149 | $4.8M | Reduce -34.8% |
| CRM Salesforce Inc. | 1.27% | 20,333 | $4.8M | Reduce -56.5% |
| ELV Elevance Health Inc. | 0.94% | 11,089 | $3.6M | Reduce -1.5% |
| UBER Uber Technologies Inc. | 0.51% | 19,722 | $1.9M | Add +6.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.45% | 6,180 | $1.7M | New |
| HUM Humana Inc. | 0.45% | 6,530 | $1.7M | No change |
| DOCU Docusign Inc. | 0.42% | 21,950 | $1.6M | No change |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.33% | 77,593 | $1.2M | No change |
| TSLA Tesla Inc. | 0.27% | 2,330 | $1.0M | No change |
| PLTR Palantir Technologies Inc. Class A | 0.26% | 5,445 | $993K | No change |
| COF Capital One Financial Corp. | 0.24% | 4,285 | $911K | Add +31.4% |
| VRT Vertiv Holdings Co. Class A | 0.22% | 5,577 | $841K | Reduce -11.3% |
| FLUT Flutter Entertainment PLC-Di | 0.22% | 3,310 | $841K | No change |
| AMZN Amazon.com Inc. | 0.18% | 3,086 | $678K | Add +38.6% |
| BKNG Booking Holdings Inc. | 0.11% | 75 | $405K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| CRM Salesforce Inc. | Reduce -56.5% | 1.27% | −2.38 |
| V Visa Inc. Class A | Reduce -10.4% | 7.70% | −2.04 |
| META Meta Platforms Inc. Class A | Reduce -3.2% | 10.05% | −1.32 |
| NVDA Nvidia Corp. | Reduce -16.9% | 12.02% | −1.31 |
| CI The Cigna Group | Sold out | 0.00% | −1.18 |
| ADBE Adobe Inc. | Reduce -3.1% | 3.01% | −0.70 |
| CVS CVS Health Corp. | Reduce -34.8% | 1.27% | −0.67 |
| WDC Western Digital Corp. | Sold out | 0.00% | −0.59 |
| SYF Synchrony Financial | Reduce -3.8% | 5.68% | −0.36 |
| MSFT Microsoft Corp. | Reduce -3.1% | 4.05% | −0.32 |
| ELV Elevance Health Inc. | Reduce -1.5% | 0.94% | −0.31 |
| OXY Occidental Petroleum Corp. | Reduce -9.7% | 1.69% | −0.14 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.09 |
| DKNG Draftkings Inc. Class A | Sold out | 0.00% | −0.06 |
| VRT Vertiv Holdings Co. Class A | Reduce -11.3% | 0.22% | −0.01 |
| AVGO Broadcom Inc. | Reduce -6.7% | 7.52% | +0.19 |
| TCOM Trip.com Group Ltd.-ADR | Reduce -2.8% | 1.92% | +0.24 |
| GOOGL Alphabet Inc. Class A | Reduce -8.1% | 11.24% | +1.58 |
| BABA Alibaba Group Holding-SP ADR | Reduce -0.1% | 10.18% | +3.14 |
Portfolio Buys Q2 2025 → Q3 2025
| UNH Unitedhealth Group Inc. | New | 2.20% | +2.20 |
| ORCL Oracle Corp. | Add +11.9% | 7.60% | +1.85 |
| PDD PDD Holdings Inc. | Add +3.7% | 6.37% | +1.07 |
| INTC Intel Corp. | Add +12.6% | 1.65% | +0.68 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.45% | +0.45 |
| COF Capital One Financial Corp. | Add +31.4% | 0.24% | +0.04 |
| AMZN Amazon.com Inc. | Add +38.6% | 0.18% | +0.04 |
| UBER Uber Technologies Inc. | Add +6.7% | 0.51% | +0.01 |
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 |