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The Analysis of PARUS FINANCE (UK) Ltd's Holdings & P&L

Currently, PARUS FINANCE (UK) Ltd holds 37 types of securities in its portfolio with a total value $334.5M. In the most recent quarter, they have increased their positions in ORCL (+17.7K shares, valued at $2.6M), MU (+6.0K shares, valued at $2.0M), SYF (+28.2K shares, valued at $1.9M); decreased their positions in V (-13.4K shares, valued at $4.1M), N/A (-9.5K shares, valued at $2.7M), PDD (-18.0K shares, valued at $1.8M); initiated new positions in XOM (+4.3K shares, valued at $733.4K), SNDK (+1.0K shares, valued at $662.7K), AMAT (+1.7K shares, valued at $595.7K).

1M P&L

+29.4M+9.83%

3M P&L

+39.9M+13.84%

HY P&L

+39.3M+13.62%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductors63.7M

21.6%

2Credit Services56.0M

19.0%

3Internet Retail45.4M

15.4%

Top Industries by Stock Count

1Semiconductors4 stocks

13.3%

2Software - Application4 stocks

13.3%

3Healthcare Plans4 stocks

13.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ALPHABET INC ALPHABET INC142.6K shares-6.22%2026-03-312026-05-12

NVDA NVIDIA CORPORATION224.6K shares-3.98%2026-03-312026-05-12

META META PLATFORMS INC51.5K shares-4.14%2026-03-312026-05-12

BROADCOM INC BROADCOM INC92.4K shares-2.39%2026-03-312026-05-12

BABA ALIBABA GROUP HLDG LTD207.8K shares-5.56%2026-03-312026-05-12

SYF SYNCHRONY FINANCIAL325.8K shares9.46%2026-03-312026-05-12

V VISA INC72.4K shares-15.66%2026-03-312026-05-12

ORCL ORACLE CORP134.5K shares15.20%2026-03-312026-05-12

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MU MICRON TECHNOLOGY INC49.0K shares13.82%2026-03-312026-05-12

MSFT MICROSOFT CORP29.1K shares-2.85%2026-03-312026-05-12

ADBE ADOBE INC39.9K shares22.51%2026-03-312026-05-12

PDD PDD HOLDINGS INC94.5K shares-15.97%2026-03-312026-05-12

INTC INTEL CORP245.4K shares7.84%2026-03-312026-05-12

UNH UNITEDHEALTH GROUP INC27.0K shares-3.77%2026-03-312026-05-12

OXY OCCIDENTAL PETE CORP144.6K shares-12.45%2026-03-312026-05-12

TCOM TRIP COM GROUP LTD97.6K shares-0.18%2026-03-312026-05-12

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CVS CVS HEALTH CORP62.8K shares-2.04%2026-03-312026-05-12

CRM SALESFORCE INC20.2K shares0.33%2026-03-312026-05-12

THE CIGNA GROUP THE CIGNA GROUP13.1K shares42.24%2026-03-312026-05-12

ELV ELEVANCE HEALTH INC10.7K shares-5.05%2026-03-312026-05-12

ADVANCED MICRO DEVICES INC ADVANCED MICRO DEVICES INC11.9K shares3.07%2026-03-312026-05-12

NU NU HLDGS LTD149.4K shares92.57%2026-03-312026-05-12

TSM TAIWAN SEMICONDUCTOR MFG LTD5.7K shares-4.09%2026-03-312026-05-12

UBER UBER TECHNOLOGIES INC19.4K shares-1.50%2026-03-312026-05-12

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COF CAPITAL ONE FINL CORP5.8K shares35.05%2026-03-312026-05-12

DOCU DOCUSIGN INC19.9K shares-6.12%2026-03-312026-05-12

VRT VERTIV HOLDINGS CO3.8K shares-14.53%2026-03-312026-05-12

TSLA TESLA INC2.4K shares1.72%2026-03-312026-05-12

PLTR PALANTIR TECHNOLOGIES INC5.5K shares1.84%2026-03-312026-05-12

XOM EXXON MOBIL CORP4.3K sharesnew addition2026-03-312026-05-12

SNDK SANDISK CORP1.0K sharesnew addition2026-03-312026-05-12

AMAT APPLIED MATLS INC1.7K sharesnew addition2026-03-312026-05-12

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WDC WESTERN DIGITAL CORP.2.0K shares-28.80%2026-03-312026-05-12

FLUT FLUTTER ENTMT PLC5.1K shares32.81%2026-03-312026-05-12

BKNG BOOKING HOLDINGS INC108 shares44.00%2026-03-312026-05-12

AMZN AMAZON COM INC1.7K shares-11.06%2026-03-312026-05-12

NOW SERVICENOW INC1.9K sharesnew addition2026-03-312026-05-12

ALPHABET INC

-6.22%

Shares142.6K

Event2026-03-31

Filed2026-05-12

NVDA

NVIDIA CORPORATION

-3.98%

Shares224.6K

Event2026-03-31

Filed2026-05-12