PARUS FINANCE (UK) Ltd
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MICRON TECHNOLOGY INC(MU) | 49,010 | 31,113 | -17,897 | 16,557,538 | 35,913,425 | 9.37% | +19,355,887 |
| INTEL CORP(INTC) | 245,417 | 152,810 | -92,607 | 8,644,867 | 17,850,176 | 4.66% | +9,205,309 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 5,746 | 18,111 | +12,365 | 1,941,861 | 8,649,270 | 2.26% | +6,707,409 |
| META PLATFORMS INC(META) | 51,455 | 63,267 | +11,812 | 29,438,949 | 35,637,668 | 9.30% | +6,198,719 |
| ALPHABET INC(GOOG) | 142,596 | 128,691 | -13,905 | 41,004,906 | 45,990,303 | 12.00% | +4,985,397 |
| NVIDIA CORPORATION(NVDA) | 224,646 | 218,223 | -6,423 | 39,178,262 | 43,664,240 | 11.40% | +4,485,978 |
| UNITEDHEALTH GROUP INC(UNH) | 27,049 | 26,515 | -534 | 7,319,189 | 11,020,429 | 2.88% | +3,701,240 |
| ADVANCED MICRO DEVICES INC(AMD) | 11,940 | 9,701 | -2,239 | 2,428,954 | 5,635,408 | 1.47% | +3,206,454 |
| VISA INC(V) | 72,372 | 71,238 | -1,134 | 21,873,713 | 24,441,045 | 6.38% | +2,567,332 |
| BROADCOM INC(AVGO) | 92,398 | 81,561 | -10,837 | 28,598,105 | 30,809,668 | 8.04% | +2,211,563 |
| SYNCHRONY FINANCIAL(SYF) | 325,787 | 319,639 | -6,148 | 22,160,032 | 24,308,546 | 6.34% | +2,148,514 |
| CVS HEALTH CORP(CVS) | 62,839 | 63,399 | +560 | 4,513,097 | 6,558,627 | 1.71% | +2,045,530 |
| NU HLDGS LTD(NU) | 149,420 | 268,123 | +118,703 | 2,147,165 | 3,582,123 | 0.93% | +1,434,958 |
| APPLIED MATLS INC | 1,743 | 2,035 | +292 | 595,740 | 1,471,305 | 0.38% | +875,565 |
| ELEVANCE HEALTH INC(ELV) | 10,671 | 10,148 | -523 | 3,123,935 | 3,924,536 | 1.02% | +800,601 |
| SEAGATE TECHNOLOGY HLDNGS PL | 0 | 458 | +458 | 0 | 441,970 | 0.12% | +441,970 |
| SERVICENOW INC(NOW) | 1,948 | 2,883 | +935 | 203,663 | 286,224 | 0.07% | +82,561 |
| CAPITAL ONE FINL CORP(COF) | 5,787 | 5,565 | -222 | 1,055,722 | 1,116,450 | 0.29% | +60,728 |
| BOOKING HOLDINGS INC(BKNG) | 108 | 2,597 | +2,489 | 454,715 | 462,889 | 0.12% | +8,174 |
| UBER TECHNOLOGIES INC(UBER) | 19,427 | 19,336 | -91 | 1,397,384 | 1,395,286 | 0.36% | -2,098 |
| AMAZON COM INC(AMZN) | 1,673 | 1,447 | -226 | 348,436 | 344,878 | 0.09% | -3,558 |
| VERTIV HOLDINGS CO(VRT) | 3,770 | 2,783 | -987 | 944,687 | 931,804 | 0.24% | -12,883 |
| FLUTTER ENTMT PLC(FLUT) | 5,113 | 4,919 | -194 | 521,270 | 502,574 | 0.13% | -18,696 |
| THE CIGNA GROUP(CI) | 13,143 | 12,556 | -587 | 3,505,895 | 3,461,438 | 0.90% | -44,457 |
| DOCUSIGN INC(DOCU) | 19,950 | 19,950 | 0 | 945,830 | 886,179 | 0.23% | -59,651 |
| PALANTIR TECHNOLOGIES INC(PLTR) | 5,545 | 5,545 | 0 | 811,123 | 646,935 | 0.17% | -164,188 |
| WESTERN DIGITAL CORP.(WDC) | 2,037 | 509 | -1,528 | 550,988 | 325,108 | 0.08% | -225,880 |
| EXXON MOBIL CORP | 4,323 | 2,684 | -1,639 | 733,440 | 366,956 | 0.10% | -366,484 |
| SANDISK CORP(SNDK) | 1,043 | 75 | -968 | 662,660 | 170,530 | 0.04% | -492,130 |
| ORACLE CORP(ORCL) | 134,516 | 131,660 | -2,856 | 19,788,649 | 19,294,773 | 5.04% | -493,876 |
| MICROSOFT CORP(MSFT) | 29,125 | 27,572 | -1,553 | 10,781,201 | 10,284,907 | 2.68% | -496,294 |
| SALESFORCE INC(CRM) | 20,189 | 19,745 | -444 | 3,768,681 | 3,093,252 | 0.81% | -675,429 |
| TESLA INC(TSLA) | 2,370 | 0 | -2,370 | 881,048 | 0 | — | -881,048 |
| TRIP COM GROUP LTD(TCOM) | 97,608 | 95,572 | -2,036 | 4,859,902 | 3,807,588 | 0.99% | -1,052,314 |
| ADOBE INC(ADBE) | 39,884 | 38,873 | -1,011 | 9,695,003 | 7,969,742 | 2.08% | -1,725,261 |
| PDD HOLDINGS INC(PDD) | 94,543 | 92,479 | -2,064 | 9,660,404 | 7,054,298 | 1.84% | -2,606,106 |
| OCCIDENTAL PETE CORP(OXY) | 144,644 | 35,983 | -108,661 | 7,290,894 | 1,273,258 | 0.33% | -6,017,636 |
| ALIBABA GROUP HLDG LTD(BABA) | 207,811 | 203,764 | -4,047 | 26,071,968 | 19,557,269 | 5.10% | -6,514,699 |