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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 $383.1M. In the most recent quarter, they have increased their positions in N/A (+11.8K shares, valued at $6.7M), TSM (+12.4K shares, valued at $5.9M), NU (+118.7K shares, valued at $1.6M); decreased their positions in MU (-17.9K shares, valued at $20.7M), INTC (-92.6K shares, valued at $10.8M), GOOGL (-13.9K shares, valued at $5.0M); initiated new positions in N/A (+458 shares, valued at $442.0K).

1M P&L

-1.8M-0.99%

3M P&L

+12.0M+7.33%

HY P&L

+27.4M+18.47%

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

1Semiconductors106.1M

47.8%

2Internet Content & Information46.0M

20.7%

3Credit Services25.4M

11.5%

Top Industries by Stock Count

1Semiconductors4 stocks

17.4%

2Healthcare Plans3 stocks

13.0%

3Software - Application3 stocks

13.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GOOGL ALPHABET INC128.7K shares-9.75%2026-06-302026-07-21

NVDA NVIDIA CORPORATION218.2K shares-2.86%2026-06-302026-07-21

MU MICRON TECHNOLOGY INC31.1K shares-36.52%2026-06-302026-07-21

META PLATFORMS INC META PLATFORMS INC63.3K shares22.96%2026-06-302026-07-21

BROADCOM INC BROADCOM INC81.6K shares-11.73%2026-06-302026-07-21

VISA INC VISA INC71.2K shares-1.57%2026-06-302026-07-21

SYF SYNCHRONY FINANCIAL319.6K shares-1.89%2026-06-302026-07-21

ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD203.8K shares-1.95%2026-06-302026-07-21

Sponsored

ORACLE CORP ORACLE CORP131.7K shares-2.12%2026-06-302026-07-21

INTC INTEL CORP152.8K shares-37.73%2026-06-302026-07-21

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC26.5K shares-1.97%2026-06-302026-07-21

MSFT MICROSOFT CORP27.6K shares-5.33%2026-06-302026-07-21

TSM TAIWAN SEMICONDUCTOR MFG LTD18.1K shares215.19%2026-06-302026-07-21

ADOBE INC ADOBE INC38.9K shares-2.53%2026-06-302026-07-21

PDD PDD HOLDINGS INC92.5K shares-2.18%2026-06-302026-07-21

CVS CVS HEALTH CORP63.4K shares0.89%2026-06-302026-07-21

Sponsored

ADVANCED MICRO DEVICES INC ADVANCED MICRO DEVICES INC9.7K shares-18.75%2026-06-302026-07-21

ELV ELEVANCE HEALTH INC10.1K shares-4.90%2026-06-302026-07-21

TRIP COM GROUP LTD TRIP COM GROUP LTD95.6K shares-2.09%2026-06-302026-07-21

NU NU HLDGS LTD268.1K shares79.44%2026-06-302026-07-21

CI THE CIGNA GROUP12.6K shares-4.47%2026-06-302026-07-21

CRM SALESFORCE INC19.7K shares-2.20%2026-06-302026-07-21

APPLIED MATLS INC APPLIED MATLS INC2.0K shares16.75%2026-06-302026-07-21

UBER UBER TECHNOLOGIES INC19.3K shares-0.47%2026-06-302026-07-21

Sponsored

OXY OCCIDENTAL PETE CORP36.0K shares-75.12%2026-06-302026-07-21

COF CAPITAL ONE FINL CORP5.6K shares-3.84%2026-06-302026-07-21

VRT VERTIV HOLDINGS CO2.8K shares-26.18%2026-06-302026-07-21

DOCU DOCUSIGN INC19.9K shares0.00%2026-06-302026-07-21

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC5.5K shares0.00%2026-06-302026-07-21

FLUT FLUTTER ENTMT PLC4.9K shares-3.79%2026-06-302026-07-21

BKNG BOOKING HOLDINGS INC2.6K shares2304.63%2026-06-302026-07-21

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL458 sharesnew addition2026-06-302026-07-21

Sponsored

EXXON MOBIL CORP EXXON MOBIL CORP2.7K shares-37.91%2026-06-302026-07-21

AMZN AMAZON COM INC1.4K shares-13.51%2026-06-302026-07-21

WDC WESTERN DIGITAL CORP.509 shares-75.01%2026-06-302026-07-21

SERVICENOW INC SERVICENOW INC2.9K shares48.00%2026-06-302026-07-21

SNDK SANDISK CORP75 shares-92.81%2026-06-302026-07-21

GOOGL

ALPHABET INC

-9.75%

Shares128.7K

Event2026-06-30

Filed2026-07-21

NVDA

NVIDIA CORPORATION

-2.86%

Shares218.2K

Event2026-06-30

Filed2026-07-21

MICRON TECHNOLOGY INC

-36.52%

Shares31.1K

Event2026-06-30

Filed2026-07-21

META PLATFORMS INC

22.96%

Shares63.3K

Event2026-06-30

Filed2026-07-21

BROADCOM INC

-11.73%

Shares81.6K

Event2026-06-30

Filed2026-07-21

VISA INC

-1.57%

Shares71.2K

Event2026-06-30

Filed2026-07-21

SYF

SYNCHRONY FINANCIAL

-1.89%

Shares319.6K

Event2026-06-30

Filed2026-07-21

ALIBABA GROUP HLDG LTD

-1.95%

Shares203.8K

Event2026-06-30

Filed2026-07-21

ORACLE CORP

-2.12%

Shares131.7K

Event2026-06-30

Filed2026-07-21

INTC

INTEL CORP

-37.73%

Shares152.8K

Event2026-06-30

Filed2026-07-21

UNITEDHEALTH GROUP INC

-1.97%

Shares26.5K

Event2026-06-30

Filed2026-07-21

MSFT

MICROSOFT CORP

-5.33%

Shares27.6K

Event2026-06-30

Filed2026-07-21

TSM

TAIWAN SEMICONDUCTOR MFG LTD

215.19%

Shares18.1K

Event2026-06-30

Filed2026-07-21

ADOBE INC

-2.53%

Shares38.9K

Event2026-06-30

Filed2026-07-21

PDD

PDD HOLDINGS INC

-2.18%

Shares92.5K

Event2026-06-30

Filed2026-07-21

CVS

CVS HEALTH CORP

0.89%

Shares63.4K

Event2026-06-30

Filed2026-07-21

ADVANCED MICRO DEVICES INC

-18.75%

Shares9.7K

Event2026-06-30

Filed2026-07-21

ELV

ELEVANCE HEALTH INC

-4.90%

Shares10.1K

Event2026-06-30

Filed2026-07-21

TRIP COM GROUP LTD

-2.09%

Shares95.6K

Event2026-06-30

Filed2026-07-21

NU HLDGS LTD

79.44%

Shares268.1K

Event2026-06-30

Filed2026-07-21

THE CIGNA GROUP

-4.47%

Shares12.6K

Event2026-06-30

Filed2026-07-21

CRM

SALESFORCE INC

-2.20%

Shares19.7K

Event2026-06-30

Filed2026-07-21

APPLIED MATLS INC

16.75%

Shares2.0K

Event2026-06-30

Filed2026-07-21

UBER

UBER TECHNOLOGIES INC

-0.47%

Shares19.3K

Event2026-06-30

Filed2026-07-21

OXY

OCCIDENTAL PETE CORP

-75.12%

Shares36.0K

Event2026-06-30

Filed2026-07-21

COF

CAPITAL ONE FINL CORP

-3.84%

Shares5.6K

Event2026-06-30

Filed2026-07-21

VRT

VERTIV HOLDINGS CO

-26.18%

Shares2.8K

Event2026-06-30

Filed2026-07-21

DOCU

DOCUSIGN INC

0.00%

Shares19.9K

Event2026-06-30

Filed2026-07-21

PALANTIR TECHNOLOGIES INC

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-21

FLUT

FLUTTER ENTMT PLC

-3.79%

Shares4.9K

Event2026-06-30

Filed2026-07-21

BKNG

BOOKING HOLDINGS INC

2304.63%

Shares2.6K

Event2026-06-30

Filed2026-07-21

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares458

Event2026-06-30

Filed2026-07-21

EXXON MOBIL CORP

-37.91%

Shares2.7K

Event2026-06-30

Filed2026-07-21

AMZN

AMAZON COM INC

-13.51%

Shares1.4K

Event2026-06-30

Filed2026-07-21

WDC

WESTERN DIGITAL CORP.

-75.01%

Shares509

Event2026-06-30

Filed2026-07-21

SERVICENOW INC

48.00%

Shares2.9K

Event2026-06-30

Filed2026-07-21

SNDK

SANDISK CORP

-92.81%

Shares75

Event2026-06-30

Filed2026-07-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available