PARUS FINANCE (UK) Ltd
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MICRON TECHNOLOGY INC(MU) | 43,060 | 49,010 | +5,950 | 12,289,755 | 16,557,538 | 4.95% | +4,267,783 |
| INTEL CORP(INTC) | 227,567 | 245,417 | +17,850 | 6,002,019 | 8,644,867 | 2.58% | +2,642,848 |
| OCCIDENTAL PETE CORP(OXY) | 165,220 | 144,644 | -20,576 | 4,691,935 | 7,290,894 | 2.18% | +2,598,959 |
| THE CIGNA GROUP(CI) | 9,240 | 13,143 | +3,903 | 2,543,125 | 3,505,895 | 1.05% | +962,770 |
| NU HLDGS LTD(NU) | 77,593 | 149,420 | +71,827 | 1,298,907 | 2,147,165 | 0.64% | +848,258 |
| EXXON MOBIL CORP(XOM) | 0 | 4,323 | +4,323 | 0 | 733,440 | 0.22% | +733,440 |
| SANDISK CORP(SNDK) | 0 | 1,043 | +1,043 | 0 | 662,660 | 0.20% | +662,660 |
| APPLIED MATLS INC | 0 | 1,743 | +1,743 | 0 | 595,740 | 0.18% | +595,740 |
| VERTIV HOLDINGS CO(VRT) | 4,411 | 3,770 | -641 | 714,626 | 944,687 | 0.28% | +230,061 |
| SERVICENOW INC(NOW) | 0 | 1,948 | +1,948 | 0 | 203,663 | 0.06% | +203,663 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 5,991 | 5,746 | -245 | 1,820,605 | 1,941,861 | 0.58% | +121,256 |
| WESTERN DIGITAL CORP.(WDC) | 2,861 | 2,037 | -824 | 492,864 | 550,988 | 0.16% | +58,124 |
| BOOKING HOLDINGS INC(BKNG) | 75 | 108 | +33 | 401,650 | 454,715 | 0.14% | +53,065 |
| CAPITAL ONE FINL CORP(COF) | 4,285 | 5,787 | +1,502 | 1,038,513 | 1,055,722 | 0.32% | +17,209 |
| ADVANCED MICRO DEVICES INC(AMD) | 11,584 | 11,940 | +356 | 2,480,829 | 2,428,954 | 0.73% | -51,875 |
| AMAZON COM INC(AMZN) | 1,881 | 1,673 | -208 | 434,172 | 348,436 | 0.10% | -85,736 |
| PALANTIR TECHNOLOGIES INC(PLTR) | 5,445 | 5,545 | +100 | 967,849 | 811,123 | 0.24% | -156,726 |
| TESLA INC(TSLA) | 2,330 | 2,370 | +40 | 1,047,848 | 881,048 | 0.26% | -166,800 |
| UBER TECHNOLOGIES INC(UBER) | 19,722 | 19,427 | -295 | 1,611,485 | 1,397,384 | 0.42% | -214,101 |
| FLUTTER ENTMT PLC(FLUT) | 3,850 | 5,113 | +1,263 | 827,904 | 521,270 | 0.16% | -306,634 |
| DOCUSIGN INC(DOCU) | 21,250 | 19,950 | -1,300 | 1,453,500 | 945,830 | 0.28% | -507,670 |
| CVS HEALTH CORP(CVS) | 64,149 | 62,839 | -1,310 | 5,090,865 | 4,513,097 | 1.35% | -577,768 |
| ELEVANCE HEALTH INC(ELV) | 11,239 | 10,671 | -568 | 3,939,831 | 3,123,935 | 0.93% | -815,896 |
| SALESFORCE INC(CRM) | 20,123 | 20,189 | +66 | 5,330,784 | 3,768,681 | 1.13% | -1,562,103 |
| HUMANA INC(HUM) | 6,530 | 0 | -6,530 | 1,672,529 | 0 | — | -1,672,529 |
| ADOBE INC(ADBE) | 32,555 | 39,884 | +7,329 | 11,393,924 | 9,695,003 | 2.90% | -1,698,921 |
| UNITEDHEALTH GROUP INC(UNH) | 28,110 | 27,049 | -1,061 | 9,279,392 | 7,319,189 | 2.19% | -1,960,203 |
| TRIP COM GROUP LTD(TCOM) | 97,785 | 97,608 | -177 | 7,031,719 | 4,859,902 | 1.45% | -2,171,817 |
| SYNCHRONY FINANCIAL(SYF) | 297,619 | 325,787 | +28,168 | 24,830,353 | 22,160,032 | 6.63% | -2,670,321 |
| ORACLE CORP(ORCL) | 116,770 | 134,516 | +17,746 | 22,759,641 | 19,788,649 | 5.92% | -2,970,992 |
| PDD HOLDINGS INC(PDD) | 112,506 | 94,543 | -17,963 | 12,757,055 | 9,660,404 | 2.89% | -3,096,651 |
| MICROSOFT CORP(MSFT) | 29,979 | 29,125 | -854 | 14,498,444 | 10,781,201 | 3.22% | -3,717,243 |
| BROADCOM INC(AVGO) | 94,660 | 92,398 | -2,262 | 32,761,826 | 28,598,105 | 8.55% | -4,163,721 |
| NVIDIA CORPORATION(NVDA) | 233,968 | 224,646 | -9,322 | 43,635,032 | 39,178,262 | 11.71% | -4,456,770 |
| META PLATFORMS INC(META) | 53,677 | 51,455 | -2,222 | 35,431,651 | 29,438,949 | 8.80% | -5,992,702 |
| ALIBABA GROUP HLDG LTD(BABA) | 220,055 | 207,811 | -12,244 | 32,255,662 | 26,071,968 | 7.80% | -6,183,694 |
| ALPHABET INC(GOOG) | 152,055 | 142,596 | -9,459 | 47,593,215 | 41,004,906 | 12.26% | -6,588,309 |
| VISA INC(V) | 85,811 | 72,372 | -13,439 | 30,094,776 | 21,873,713 | 6.54% | -8,221,063 |