PARUS FINANCE (UK) Ltd 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
PARUS FINANCE (UK) Ltd disclosed 32 US equity positions worth $349.7m in its Q2 2025 13F filing. The largest position was NVDA at 13.3% of the reported book, followed by META and V. Against the Q1 2025 filing, it opened 1 new position, added to 6 and reduced 23 among the top 32 holdings.
What did PARUS FINANCE (UK) Ltd own in Q2 2025? Top 32 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | NVDA NVIDIA CORPORATION | Technology | 13.3% | $46.6m | 295,013 | -5% | reduced |
| 2 | META META PLATFORMS INC | Communication Services | 11.4% | $39.8m | 53,872 | 6% | added |
| 3 | V VISA INC | Financial Services | 9.7% | $34.1m | 95,911 | -4% | reduced |
| 4 | GOOGL ALPHABET INC | Communication Services | 9.7% | $33.8m | 191,628 | -3% | reduced |
| 5 | AVGO BROADCOM INC | Technology | 7.3% | $25.6m | 93,019 | -8% | reduced |
| 6 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 7.0% | $24.6m | 216,905 | 12% | added |
| 7 | SYF SYNCHRONY FINANCIAL | Financial Services | 6.0% | $21.1m | 316,089 | 1159% | added |
| 8 | ORCL ORACLE CORP | Technology | 5.8% | $20.1m | 92,010 | -5% | reduced |
| 9 | PDD PDD HOLDINGS INC | Consumer Cyclical | 5.3% | $18.5m | 176,856 | -11% | reduced |
| 10 | MSFT MICROSOFT CORP | Technology | 4.4% | $15.3m | 30,739 | -2% | reduced |
| 11 | ADBE ADOBE INC | Technology | 3.7% | $13.0m | 33,540 | -4% | reduced |
| 12 | CRM SALESFORCE INC | Technology | 3.6% | $12.8m | 46,793 | 53% | added |
| 13 | CVS CVS HEALTH CORP | Healthcare | 1.9% | $6.8m | 98,439 | -4% | reduced |
| 14 | OXY OCCIDENTAL PETE CORP | Energy | 1.8% | $6.4m | 213,958 | -4% | reduced |
| 15 | TCOM TRIP COM GROUP LTD | Consumer Cyclical | 1.7% | $5.9m | 99,855 | -5% | reduced |
| 16 | ELV ELEVANCE HEALTH INC | Healthcare | 1.3% | $4.4m | 11,259 | -7% | reduced |
| 17 | CI THE CIGNA GROUP | Healthcare | 1.2% | $4.1m | 12,440 | -4% | reduced |
| 18 | INTC INTEL CORP | Technology | 1.0% | $3.4m | 201,559 | -10% | reduced |
| 19 | WDC WESTERN DIGITAL CORP. | Technology | 0.6% | $2.1m | 32,220 | -5% | reduced |
| 20 | UBER UBER TECHNOLOGIES INC | Technology | 0.5% | $1.7m | 18,477 | -1% | reduced |
| 21 | DOCU DOCUSIGN INC | Technology | 0.5% | $1.7m | 21,950 | -1% | reduced |
| 22 | HUM HUMANA INC | Healthcare | 0.5% | $1.6m | 6,530 | -1% | reduced |
| 23 | NU NU HLDGS LTD | Financial Services | 0.3% | $1.1m | 77,593 | 21% | added |
| 24 | FLUTTER ENTMT PLC | 0.3% | $945.9k | 3,310 | -1% | reduced | |
| 25 | VRT VERTIV HOLDINGS CO | Industrials | 0.2% | $807.3k | 6,287 | 24% | added |
| 26 | PLTR PALANTIR TECHNOLOGIES INC | Technology | 0.2% | $742.3k | 5,445 | -3% | reduced |
| 27 | TSLA TESLA INC | Consumer Cyclical | 0.2% | $740.1k | 2,330 | -2% | reduced |
| 28 | COF CAPITAL ONE FINL CORP | Financial Services | 0.2% | $693.6k | 3,260 | – | new |
| 29 | AMZN AMAZON COM INC | Consumer Cyclical | 0.1% | $488.4k | 2,226 | -1% | reduced |
| 30 | BKNG BOOKING HOLDINGS INC | Consumer Cyclical | 0.1% | $434.2k | 75 | 0% | held |
| 31 | LLY ELI LILLY & CO | Healthcare | 0.1% | $317.3k | 407 | 0% | held |
| 32 | DKNG DRAFTKINGS INC NEW | Consumer Cyclical | 0.1% | $202.1k | 4,711 | -1% | reduced |
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.