Parus Finance (uk) LTD 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Parus Finance (uk) LTD disclosed 37 US equity positions worth $334.5m in its Q1 2026 13F filing. The largest position was GOOGL at 12.3% of the reported book, followed by NVDA and META.
What did Parus Finance (uk) LTD own in Q1 2026? Top 37 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL ALPHABET INC | Communication Services | 12.3% | $41.0m | 142,596 | – | |
| 2 | NVDA NVIDIA CORPORATION | Technology | 11.7% | $39.2m | 224,646 | – | |
| 3 | META META PLATFORMS INC | Communication Services | 8.8% | $29.4m | 51,455 | – | |
| 4 | AVGO BROADCOM INC | Technology | 8.6% | $28.6m | 92,398 | – | |
| 5 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 7.8% | $26.1m | 207,811 | – | |
| 6 | SYF SYNCHRONY FINANCIAL | Financial Services | 6.6% | $22.2m | 325,787 | – | |
| 7 | V VISA INC | Financial Services | 6.5% | $21.9m | 72,372 | – | |
| 8 | ORCL ORACLE CORP | Technology | 5.9% | $19.8m | 134,516 | – | |
| 9 | MU MICRON TECHNOLOGY INC | Technology | 5.0% | $16.6m | 49,010 | – | |
| 10 | MSFT MICROSOFT CORP | Technology | 3.2% | $10.8m | 29,125 | – | |
| 11 | ADBE ADOBE INC | Technology | 2.9% | $9.7m | 39,884 | – | |
| 12 | PDD PDD HOLDINGS INC | Consumer Cyclical | 2.9% | $9.7m | 94,543 | – | |
| 13 | INTC INTEL CORP | Technology | 2.6% | $8.6m | 245,417 | – | |
| 14 | UNH UNITEDHEALTH GROUP INC | Healthcare | 2.2% | $7.3m | 27,049 | – | |
| 15 | OXY OCCIDENTAL PETE CORP | Energy | 2.2% | $7.3m | 144,644 | – | |
| 16 | TCOM TRIP COM GROUP LTD | Consumer Cyclical | 1.5% | $4.9m | 97,608 | – | |
| 17 | CVS CVS HEALTH CORP | Healthcare | 1.3% | $4.5m | 62,839 | – | |
| 18 | CRM SALESFORCE INC | Technology | 1.1% | $3.8m | 20,189 | – | |
| 19 | CI THE CIGNA GROUP | Healthcare | 1.0% | $3.5m | 13,143 | – | |
| 20 | ELV ELEVANCE HEALTH INC | Healthcare | 0.9% | $3.1m | 10,671 | – | |
| 21 | AMD ADVANCED MICRO DEVICES INC | 0.7% | $2.4m | 11,940 | – | ||
| 22 | NU NU HLDGS LTD | Financial Services | 0.6% | $2.1m | 149,420 | – | |
| 23 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 0.6% | $1.9m | 5,746 | – | |
| 24 | UBER UBER TECHNOLOGIES INC | Technology | 0.4% | $1.4m | 19,427 | – | |
| 25 | COF CAPITAL ONE FINL CORP | Financial Services | 0.3% | $1.1m | 5,787 | – | |
| 26 | DOCU DOCUSIGN INC | Technology | 0.3% | $945.8k | 19,950 | – | |
| 27 | VRT VERTIV HOLDINGS CO | Industrials | 0.3% | $944.7k | 3,770 | – | |
| 28 | TSLA TESLA INC | Consumer Cyclical | 0.3% | $881.0k | 2,370 | – | |
| 29 | PLTR PALANTIR TECHNOLOGIES INC | Technology | 0.2% | $811.1k | 5,545 | – | |
| 30 | EXMOC EXXON MOBIL CORP | 0.2% | $733.4k | 4,323 | – | ||
| 31 | SNDK SANDISK CORP | Technology | 0.2% | $662.7k | 1,043 | – | |
| 32 | AMAT APPLIED MATLS INC | Technology | 0.2% | $595.7k | 1,743 | – | |
| 33 | WDC WESTERN DIGITAL CORP. | Technology | 0.2% | $551.0k | 2,037 | – | |
| 34 | FLUTTER ENTMT PLC | 0.2% | $521.3k | 5,113 | – | ||
| 35 | BKNG BOOKING HOLDINGS INC | Consumer Cyclical | 0.1% | $454.7k | 108 | – | |
| 36 | AMZN AMAZON COM INC | Consumer Cyclical | 0.1% | $348.4k | 1,673 | – | |
| 37 | NOW SERVICENOW INC | Technology | 0.1% | $203.7k | 1,948 | – |
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.