PARUS FINANCE (UK) Ltd Q2 2026 Filing
Filed July 21, 2026
Portfolio Value
$62.5B
Holdings
37
Report Date
Q2 2026
Filing Type
13F-HR
All Holdings (37 positions)
| Stock | Value |
|---|---|
SYFSYNCHRONY FINANCIAL | $24.3B |
BABAALIBABA GROUP HLDG LTD | $19.6B |
PDDPDD HOLDINGS INC | $7.1B |
CLVTRIP COM GROUP LTD | $3.8B |
NUNU HLDGS LTD | $3.6B |
UBERUBER TECHNOLOGIES INC | $1.4B |
OXYOCCIDENTAL PETE CORP | $1.3B |
DOCUDOCUSIGN INC | $886.2M |
NOWSERVICENOW INC | $286.2M |
GOOGLALPHABET INC | $46.0M |
NVDANVIDIA CORPORATION | $43.7M |
MUMICRON TECHNOLOGY INC | $35.9M |
METAMETA PLATFORMS INC | $35.6M |
AVGOBROADCOM INC | $30.8M |
VVISA INC | $24.4M |
ORCLORACLE CORP | $19.3M |
INTCINTEL CORP | $17.9M |
UNHUNITEDHEALTH GROUP INC | $11.0M |
MSFTMICROSOFT CORP | $10.3M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $8.6M |
ADBEADOBE INC | $8.0M |
CVSCVS HEALTH CORP | $6.6M |
AMD 2.125 09/01/26ADVANCED MICRO DEVICES INC | $5.6M |
ELVELEVANCE HEALTH INC | $3.9M |
CITHE CIGNA GROUP | $3.5M |
CRMSALESFORCE INC | $3.1M |
AMATAPPLIED MATLS INC | $1.5M |
COFCAPITAL ONE FINL CORP | $1.1M |
VRTVERTIV HOLDINGS CO | $932K |
PLTRPALANTIR TECHNOLOGIES INC | $647K |
FLUTFLUTTER ENTMT PLC | $503K |
BKNGBOOKING HOLDINGS INC | $463K |
STXSEAGATE TECHNOLOGY HLDNGS PL | $442K |
XOMEXXON MOBIL CORP | $367K |
AMZNAMAZON COM INC | $345K |
WDCWESTERN DIGITAL CORP. | $325K |
SNDKSANDISK CORP | $171K |