PF

PARUS FINANCE (UK) Ltd

13F
PARUS FINANCE (UK) Ltd
Last update 2025-05-09 32 Stocks (2 new)
Value $293.00 Mil Turnover 11 %
Countries:
Top Holdings: V(11.89%)NVDA(11.53%)GOOGL(10.41%)META(10.03%)BABA(8.71%)
Summary Stock Picks Current Portfolio
PARUS FINANCE (UK) Ltd Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
V
Visa Inc
99,403
34,836.8
-7.22%
11.890
-0.77%
0.010
+5.61%
+12.38%
691,480.5
Credit Services
NVDA
NVIDIA Corp
311,623
33,773.7
+10.11%
11.530
+1.06%
0.000
+63.25%
+29.40%
4,237,094.2
Semiconductors
GOOGL
Alphabet Inc
197,171
30,490.5
+0.15%
10.410
+0.02%
0.000
+20.80%
+1.76%
2,333,192.1
Interactive Media
META
Meta Platforms Inc
50,980
29,382.8
-21.35%
10.030
-2.54%
0.000
+34.17%
+22.28%
1,797,241.1
Interactive Media
BABA
Alibaba Group Holding Ltd
192,855
25,501.2
+134.27%
8.710
+4.99%
0.010
+3.28%
+45.30%
289,060.3
Retail - Cyclical
PDD
PDD Holdings Inc
197,984
23,431.4
-9.89%
8.000
-0.66%
0.010
+14.47%
+21.88%
167,816.8
Retail - Cyclical
AVGO
Broadcom Inc
100,578
16,839.8
+175.25%
5.750
+3.66%
0.000
+53.81%
+25.20%
1,357,939.1
Semiconductors
ORCL
Oracle Corp
97,158
13,583.7
-6.01%
4.640
-0.32%
0.000
+76.97%
+46.92%
682,068.9
Software
ADBE
Adobe Inc
34,815
13,352.6
-6.02%
4.560
-0.31%
0.010
+2.99%
-16.41%
157,670.9
Software
MSFT
Microsoft Corp
31,413
11,792.1
-6.26%
4.030
-0.28%
0.000
+32.15%
+21.67%
3,797,138.0
Software

PARUS FINANCE (UK) Ltd's Historical Top Holdings Breakdowns

PARUS FINANCE (UK) Ltd's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BABA
Alibaba Group Holding Ltd
2025-03-31
Add
Add
+4.99%
●
80.53 ($115.31) 147.57
$121.15
5.06%
Add 134.27%
192,855
110,533
AVGO
Broadcom Inc
2025-03-31
Add
Add
+3.66%
●
167.43 ($211.65) 244.7
$288.71
36.41%
Add 175.25%
100,578
64,038
LUV
Southwest Airlines Co
2025-03-31
Sold Out
Sold Out
-3.12%
●
28.18 ($31.67) 34.84
$33.26
5.02%
Sold Out
0
-295,970
META
Meta Platforms Inc
2025-03-31
Reduce
Reduce
-2.54%
●
576.36 ($645.17) 736.67
$714.80
10.79%
Reduce -21.35%
50,980
-13,839
INTC
Intel Corp
2025-03-31
Reduce
Reduce
-2.24%
●
19.1 ($21.88) 27.39
$22.63
3.43%
Reduce -61.3%
225,189
-356,651
WDC
Western Digital Corp
2025-03-31
Reduce
Reduce
-1.60%
●
40.43 ($47.42) 54.41
$69.02
45.55%
Reduce -71.63%
33,950
-85,711
TSLA
Tesla Inc
2025-03-31
Reduce
Reduce
-1.54%
●
222.15 ($333.26) 428.22
$305.30
-8.39%
Reduce -83.69%
2,370
-12,159
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+1.06%
●
106.98 ($126.74) 149.43
$173.74
37.08%
Add 10.11%
311,623
28,613
V
Visa Inc
2025-03-31
Reduce
Reduce
-0.77%
●
306.92 ($338.38) 362.71
$353.97
4.61%
Reduce -7.22%
99,403
-7,734
PDD
PDD Holdings Inc
2025-03-31
Reduce
Reduce
-0.66%
●
94.68 ($114.76) 131.34
$118.21
3.01%
Reduce -9.89%
197,984
-21,730

PARUS FINANCE (UK) Ltd Total Holding History ($B)

To

PARUS FINANCE (UK) Ltd's Asset Allocation

To

PARUS FINANCE (UK) Ltd Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

PARUS FINANCE (UK) Ltd's Hypothetical Growth since 2025-03-31

PARUS FINANCE (UK) Ltd's Yearly Returns

Year Portfolio % % Excess Gain %

PARUS FINANCE (UK) Ltd's Holdings Heat Map

Size field:

PARUS FINANCE (UK) Ltd's Holdings Bubble Chart

PARUS FINANCE (UK) Ltd News

  • 1

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