PARUS FINANCE (UK) Ltd: 13F holdings
CIK 16115192026Q2
| Positions | 37 |
|---|
| Reported value | $383.1m |
|---|
| Filed | 2026-07-21 |
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Change since last quarter
| Positions | 37 (+0 vs prior quarter) |
|---|
| Reported value | $383.1m (+14.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GOOGL ALPHABET INC | 128,691 | $46.0m | 12.0% |
| NVDA NVIDIA CORPORATION | 218,223 | $43.7m | 11.4% |
| MU MICRON TECHNOLOGY INC | 31,113 | $35.9m | 9.4% |
| META META PLATFORMS INC | 63,267 | $35.6m | 9.3% |
| AVGO BROADCOM INC | 81,561 | $30.8m | 8.0% |
| V VISA INC | 71,238 | $24.4m | 6.4% |
| SYF SYNCHRONY FINANCIAL | 319,639 | $24.3m | 6.3% |
| BABA ALIBABA GROUP HLDG LTD | 203,764 | $19.6m | 5.1% |
| ORCL ORACLE CORP | 131,660 | $19.3m | 5.0% |
| INTC INTEL CORP | 152,810 | $17.9m | 4.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1611519")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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