Parus Finance (uk) LTD 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Parus Finance (uk) LTD disclosed 37 US equity positions worth $383.1m in its Q2 2026 13F filing. The largest position was GOOGL at 12.0% of the reported book, followed by NVDA and MU. Against the Q1 2026 filing, it opened 1 new position, added to 7 and reduced 26 among the top 37 holdings.
What did Parus Finance (uk) LTD own in Q2 2026? Top 37 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL ALPHABET INC | Communication Services | 12.0% | $46.0m | 128,691 | -10% | reduced |
| 2 | NVDA NVIDIA CORPORATION | Technology | 11.4% | $43.7m | 218,223 | -3% | reduced |
| 3 | MU MICRON TECHNOLOGY INC | Technology | 9.4% | $35.9m | 31,113 | -37% | reduced |
| 4 | META META PLATFORMS INC | Communication Services | 9.3% | $35.6m | 63,267 | 23% | added |
| 5 | AVGO BROADCOM INC | Technology | 8.0% | $30.8m | 81,561 | -12% | reduced |
| 6 | V VISA INC | Financial Services | 6.4% | $24.4m | 71,238 | -2% | reduced |
| 7 | SYF SYNCHRONY FINANCIAL | Financial Services | 6.3% | $24.3m | 319,639 | -2% | reduced |
| 8 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 5.1% | $19.6m | 203,764 | -2% | reduced |
| 9 | ORCL ORACLE CORP | Technology | 5.0% | $19.3m | 131,660 | -2% | reduced |
| 10 | INTC INTEL CORP | Technology | 4.7% | $17.9m | 152,810 | -38% | reduced |
| 11 | UNH UNITEDHEALTH GROUP INC | Healthcare | 2.9% | $11.0m | 26,515 | -2% | reduced |
| 12 | MSFT MICROSOFT CORP | Technology | 2.7% | $10.3m | 27,572 | -5% | reduced |
| 13 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 2.3% | $8.6m | 18,111 | 215% | added |
| 14 | ADBE ADOBE INC | Technology | 2.1% | $8.0m | 38,873 | -3% | reduced |
| 15 | PDD PDD HOLDINGS INC | Consumer Cyclical | 1.8% | $7.1m | 92,479 | -2% | reduced |
| 16 | CVS CVS HEALTH CORP | Healthcare | 1.7% | $6.6m | 63,399 | 1% | added |
| 17 | AMD ADVANCED MICRO DEVICES INC | 1.5% | $5.6m | 9,701 | -19% | reduced | |
| 18 | ELV ELEVANCE HEALTH INC | Healthcare | 1.0% | $3.9m | 10,148 | -5% | reduced |
| 19 | TCOM TRIP COM GROUP LTD | Consumer Cyclical | 1.0% | $3.8m | 95,572 | -2% | reduced |
| 20 | NU NU HLDGS LTD | Financial Services | 0.9% | $3.6m | 268,123 | 79% | added |
| 21 | CI THE CIGNA GROUP | Healthcare | 0.9% | $3.5m | 12,556 | -4% | reduced |
| 22 | CRM SALESFORCE INC | Technology | 0.8% | $3.1m | 19,745 | -2% | reduced |
| 23 | AMAT APPLIED MATLS INC | Technology | 0.4% | $1.5m | 2,035 | 17% | added |
| 24 | UBER UBER TECHNOLOGIES INC | Technology | 0.4% | $1.4m | 19,336 | -0% | held |
| 25 | OXY OCCIDENTAL PETE CORP | Energy | 0.3% | $1.3m | 35,983 | -75% | reduced |
| 26 | COF CAPITAL ONE FINL CORP | Financial Services | 0.3% | $1.1m | 5,565 | -4% | reduced |
| 27 | VRT VERTIV HOLDINGS CO | Industrials | 0.2% | $931.8k | 2,783 | -26% | reduced |
| 28 | DOCU DOCUSIGN INC | Technology | 0.2% | $886.2k | 19,950 | 0% | held |
| 29 | PLTR PALANTIR TECHNOLOGIES INC | Technology | 0.2% | $646.9k | 5,545 | 0% | held |
| 30 | FLUTTER ENTMT PLC | 0.1% | $502.6k | 4,919 | -4% | reduced | |
| 31 | BKNG BOOKING HOLDINGS INC | Consumer Cyclical | 0.1% | $462.9k | 2,597 | 2305% | added |
| 32 | STX SEAGATE TECHNOLOGY HLDNGS PL | Technology | 0.1% | $442.0k | 458 | – | new |
| 33 | EXMOC EXXON MOBIL CORP | 0.1% | $367.0k | 2,684 | -38% | reduced | |
| 34 | AMZN AMAZON COM INC | Consumer Cyclical | 0.1% | $344.9k | 1,447 | -14% | reduced |
| 35 | WDC WESTERN DIGITAL CORP. | Technology | 0.1% | $325.1k | 509 | -75% | reduced |
| 36 | NOW SERVICENOW INC | Technology | 0.1% | $286.2k | 2,883 | 48% | added |
| 37 | SNDK SANDISK CORP | Technology | 0.0% | $170.5k | 75 | -93% | 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.