PARUS FINANCE (UK) Ltd 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
PARUS FINANCE (UK) Ltd disclosed 30 US equity positions worth $380.8m in its Q3 2025 13F filing. The largest position was NVDA at 12.0% of the reported book, followed by GOOGL and BABA. Against the Q2 2025 filing, it opened 2 new positions, added to 6 and reduced 14 among the top 30 holdings.
What did PARUS FINANCE (UK) Ltd own in Q3 2025? Top 30 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | NVDA NVIDIA CORPORATION | Technology | 12.0% | $45.8m | 245,253 | -17% | reduced |
| 2 | GOOGL ALPHABET INC | Communication Services | 11.2% | $42.8m | 176,073 | -8% | reduced |
| 3 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 10.2% | $38.7m | 216,805 | -0% | held |
| 4 | META META PLATFORMS INC | Communication Services | 10.1% | $38.3m | 52,132 | -3% | reduced |
| 5 | V VISA INC | Financial Services | 7.7% | $29.3m | 85,901 | -10% | reduced |
| 6 | ORCL ORACLE CORP | Technology | 7.6% | $29.0m | 102,950 | 12% | added |
| 7 | AVGO BROADCOM INC | Technology | 7.5% | $28.6m | 86,789 | -7% | reduced |
| 8 | PDD PDD HOLDINGS INC | Consumer Cyclical | 6.4% | $24.3m | 183,476 | 4% | added |
| 9 | SYF SYNCHRONY FINANCIAL | Financial Services | 5.7% | $21.6m | 304,179 | -4% | reduced |
| 10 | MSFT MICROSOFT CORP | Technology | 4.1% | $15.4m | 29,789 | -3% | reduced |
| 11 | ADBE ADOBE INC | Technology | 3.0% | $11.5m | 32,490 | -3% | reduced |
| 12 | UNH UNITEDHEALTH GROUP INC | Healthcare | 2.2% | $8.4m | 24,260 | – | new |
| 13 | TCOM TRIP COM GROUP LTD | Consumer Cyclical | 1.9% | $7.3m | 97,035 | -3% | reduced |
| 14 | OXY OCCIDENTAL PETE CORP | Energy | 1.7% | $6.4m | 193,270 | -10% | reduced |
| 15 | INTC INTEL CORP | Technology | 1.7% | $6.3m | 226,950 | 13% | added |
| 16 | CVS CVS HEALTH CORP | Healthcare | 1.3% | $4.8m | 64,149 | -35% | reduced |
| 17 | CRM SALESFORCE INC | Technology | 1.3% | $4.8m | 20,333 | -57% | reduced |
| 18 | ELV ELEVANCE HEALTH INC | Healthcare | 0.9% | $3.6m | 11,089 | -2% | reduced |
| 19 | UBER UBER TECHNOLOGIES INC | Technology | 0.5% | $1.9m | 19,722 | 7% | added |
| 20 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 0.5% | $1.7m | 6,180 | – | new |
| 21 | HUM HUMANA INC | Healthcare | 0.4% | $1.7m | 6,530 | 0% | held |
| 22 | DOCU DOCUSIGN INC | Technology | 0.4% | $1.6m | 21,950 | 0% | held |
| 23 | NU NU HLDGS LTD | Financial Services | 0.3% | $1.2m | 77,593 | 0% | held |
| 24 | TSLA TESLA INC | Consumer Cyclical | 0.3% | $1.0m | 2,330 | 0% | held |
| 25 | PLTR PALANTIR TECHNOLOGIES INC | Technology | 0.3% | $993.3k | 5,445 | 0% | held |
| 26 | COF CAPITAL ONE FINL CORP | Financial Services | 0.2% | $910.9k | 4,285 | 31% | added |
| 27 | VRT VERTIV HOLDINGS CO | Industrials | 0.2% | $841.3k | 5,577 | -11% | reduced |
| 28 | FLUTTER ENTMT PLC | 0.2% | $840.7k | 3,310 | 0% | held | |
| 29 | AMZN AMAZON COM INC | Consumer Cyclical | 0.2% | $677.6k | 3,086 | 39% | added |
| 30 | BKNG BOOKING HOLDINGS INC | Consumer Cyclical | 0.1% | $404.9k | 75 | 0% | held |
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.