PARUS FINANCE (UK) Ltd 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
PARUS FINANCE (UK) Ltd disclosed 32 US equity positions worth $310.9m in its Q3 2024 13F filing. The largest position was NVDA at 12.5% of the reported book, followed by META and GOOGL.
What did PARUS FINANCE (UK) Ltd own in Q3 2024? Top 32 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | NVDA NVIDIA CORPORATION | Technology | 12.5% | $38.9m | 319,945 | – | |
| 2 | META META PLATFORMS INC | Communication Services | 12.5% | $38.7m | 67,655 | – | |
| 3 | GOOGL ALPHABET INC | Communication Services | 10.3% | $32.1m | 193,487 | – | |
| 4 | PDD PDD HOLDINGS INC | Consumer Cyclical | 9.9% | $30.9m | 229,368 | – | |
| 5 | V VISA INC | Financial Services | 9.8% | $30.6m | 111,377 | – | |
| 6 | ORCL ORACLE CORP | Technology | 5.2% | $16.3m | 95,466 | – | |
| 7 | MSFT MICROSOFT CORP | Technology | 5.0% | $15.5m | 36,017 | – | |
| 8 | ADBE ADOBE INC | Technology | 4.8% | $15.0m | 29,065 | – | |
| 9 | INTC INTEL CORP | Technology | 4.7% | $14.6m | 621,715 | – | |
| 10 | OXY OCCIDENTAL PETE CORP | Energy | 4.2% | $12.9m | 250,918 | – | |
| 11 | CRM SALESFORCE INC | Technology | 2.9% | $9.1m | 33,170 | – | |
| 12 | LUV SOUTHWEST AIRLS CO | Industrials | 2.9% | $8.9m | 300,665 | – | |
| 13 | WDC WESTERN DIGITAL CORP. | Technology | 2.7% | $8.4m | 122,531 | – | |
| 14 | CVS CVS HEALTH CORP | Healthcare | 2.2% | $7.0m | 111,160 | – | |
| 15 | ELV ELEVANCE HEALTH INC | Healthcare | 2.1% | $6.4m | 12,376 | – | |
| 16 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 2.0% | $6.3m | 59,732 | – | |
| 17 | CI THE CIGNA GROUP | Healthcare | 1.5% | $4.7m | 13,600 | – | |
| 18 | TCOM TRIP COM GROUP LTD | Consumer Cyclical | 1.1% | $3.4m | 56,610 | – | |
| 19 | HUM HUMANA INC | Healthcare | 0.7% | $2.2m | 6,800 | – | |
| 20 | TSLA TESLA INC | Consumer Cyclical | 0.5% | $1.5m | 5,859 | – | |
| 21 | SYF SYNCHRONY FINANCIAL | Financial Services | 0.5% | $1.5m | 30,119 | – | |
| 22 | PLTR PALANTIR TECHNOLOGIES INC | Technology | 0.3% | $1.0m | 26,935 | – | |
| 23 | FLUTTER ENTMT PLC | 0.3% | $783.0k | 3,300 | – | ||
| 24 | EXMOC EXXON MOBIL CORP | 0.2% | $772.5k | 6,590 | – | ||
| 25 | NU NU HLDGS LTD | Financial Services | 0.2% | $519.9k | 38,086 | – | |
| 26 | MU MICRON TECHNOLOGY INC | Technology | 0.1% | $466.1k | 4,494 | – | |
| 27 | NVO NOVO-NORDISK A S | Healthcare | 0.1% | $462.0k | 3,880 | – | |
| 28 | AMZN AMAZON COM INC | Consumer Cyclical | 0.1% | $445.7k | 2,392 | – | |
| 29 | BIDU BAIDU INC | Communication Services | 0.1% | $412.8k | 3,921 | – | |
| 30 | UNH UNITEDHEALTH GROUP INC | Healthcare | 0.1% | $408.7k | 699 | – | |
| 31 | LLY ELI LILLY & CO | Healthcare | 0.1% | $383.6k | 433 | – | |
| 32 | BKNG BOOKING HOLDINGS INC | Consumer Cyclical | 0.1% | $337.0k | 80 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.