PARUS FINANCE (UK) Ltd
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ALIBABA GROUP HLDG LTD(BABA) | 216,905 | 216,805 | -100 | 24,599,196 | 38,749,558 | 10.18% | +14,150,362 |
| ALPHABET INC(GOOG) | 191,628 | 176,073 | -15,555 | 33,770,602 | 42,803,346 | 11.24% | +9,032,744 |
| ORACLE CORP(ORCL) | 92,010 | 102,950 | +10,940 | 20,116,146 | 28,953,658 | 7.60% | +8,837,512 |
| UNITEDHEALTH GROUP INC(UNH) | 0 | 24,260 | +24,260 | 0 | 8,376,978 | 2.20% | +8,376,978 |
| PDD HOLDINGS INC(PDD) | 176,856 | 183,476 | +6,620 | 18,509,749 | 24,250,023 | 6.37% | +5,740,274 |
| BROADCOM INC(AVGO) | 93,019 | 86,789 | -6,230 | 25,640,687 | 28,632,559 | 7.52% | +2,991,872 |
| INTEL CORP(INTC) | 201,559 | 226,950 | +25,391 | 3,404,348 | 6,300,532 | 1.65% | +2,896,184 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 0 | 6,180 | +6,180 | 0 | 1,726,012 | 0.45% | +1,726,012 |
| TRIP COM GROUP LTD(TCOM) | 99,855 | 97,035 | -2,820 | 5,855,497 | 7,297,032 | 1.92% | +1,441,535 |
| SYNCHRONY FINANCIAL(SYF) | 316,089 | 304,179 | -11,910 | 21,095,780 | 21,611,918 | 5.68% | +516,138 |
| TESLA INC(TSLA) | 2,330 | 2,330 | 0 | 740,148 | 1,036,198 | 0.27% | +296,050 |
| PALANTIR TECHNOLOGIES INC(PLTR) | 5,445 | 5,445 | 0 | 742,262 | 993,277 | 0.26% | +251,015 |
| CAPITAL ONE FINL CORP(COF) | 3,260 | 4,285 | +1,025 | 693,598 | 910,905 | 0.24% | +217,307 |
| UBER TECHNOLOGIES INC(UBER) | 18,477 | 19,722 | +1,245 | 1,723,904 | 1,932,164 | 0.51% | +208,260 |
| AMAZON COM INC(AMZN) | 2,226 | 3,086 | +860 | 488,362 | 677,593 | 0.18% | +189,231 |
| NU HLDGS LTD(NU) | 77,593 | 77,593 | 0 | 1,064,576 | 1,242,264 | 0.33% | +177,688 |
| MICROSOFT CORP(MSFT) | 30,739 | 29,789 | -950 | 15,289,886 | 15,429,213 | 4.05% | +139,327 |
| HUMANA INC(HUM) | 6,530 | 6,530 | 0 | 1,596,454 | 1,698,910 | 0.45% | +102,456 |
| VERTIV HOLDINGS CO(VRT) | 6,287 | 5,577 | -710 | 807,314 | 841,346 | 0.22% | +34,032 |
| OCCIDENTAL PETE CORP(OXY) | 213,958 | 193,270 | -20,688 | 6,411,821 | 6,430,634 | 1.69% | +18,813 |
| BOOKING HOLDINGS INC(BKNG) | 75 | 75 | 0 | 434,193 | 404,945 | 0.11% | -29,248 |
| FLUTTER ENTMT PLC(FLUT) | 3,310 | 3,310 | 0 | 945,866 | 840,740 | 0.22% | -105,126 |
| DOCUSIGN INC(DOCU) | 21,950 | 21,950 | 0 | 1,709,686 | 1,582,376 | 0.42% | -127,310 |
| DRAFTKINGS INC NEW(DKNG) | 4,711 | 0 | -4,711 | 202,055 | 0 | — | -202,055 |
| ELI LILLY & CO(LLY) | 407 | 0 | -407 | 317,269 | 0 | — | -317,269 |
| ELEVANCE HEALTH INC(ELV) | 11,259 | 11,089 | -170 | 4,379,301 | 3,583,078 | 0.94% | -796,223 |
| NVIDIA CORPORATION(NVDA) | 295,013 | 245,253 | -49,760 | 46,609,104 | 45,759,305 | 12.02% | -849,799 |
| META PLATFORMS INC(META) | 53,872 | 52,132 | -1,740 | 39,762,384 | 38,284,698 | 10.05% | -1,477,686 |
| ADOBE INC(ADBE) | 33,540 | 32,490 | -1,050 | 12,975,955 | 11,460,848 | 3.01% | -1,515,107 |
| CVS HEALTH CORP(CVS) | 98,439 | 64,149 | -34,290 | 6,790,322 | 4,836,193 | 1.27% | -1,954,129 |
| WESTERN DIGITAL CORP.(WDC) | 32,220 | 0 | -32,220 | 2,061,758 | 0 | — | -2,061,758 |
| THE CIGNA GROUP(CI) | 12,440 | 0 | -12,440 | 4,112,415 | 0 | — | -4,112,415 |
| VISA INC(V) | 95,911 | 85,901 | -10,010 | 34,053,201 | 29,324,883 | 7.70% | -4,728,318 |
| SALESFORCE INC(CRM) | 46,793 | 20,333 | -26,460 | 12,759,983 | 4,818,921 | 1.27% | -7,941,062 |