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PARUS FINANCE (UK) Ltd

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13F filer, CIK 1611519, LONDON, United Kingdom

PARUS FINANCE (UK) Ltd reported $292,936,580 across 32 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-09. Its ten largest share positions make up 79.53% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001611519-25-000003

Period
2025-03-31
Reported value
$293M
Holdings
32
Top 10 weight
79.53%
New
2
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BABAadded+110,533$14.6M
AVGOadded+64,038$10.7M
NVDAadded+28,613$3.1M
TCOMadded+15,294$972K
NUadded+47,937$491K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
LUVexited-295,970-$9.95M
INTCreduced-356,651-$8.1M
METAreduced-13,839-$7.98M
WDCreduced-85,711-$3.47M
TSLAreduced-12,159-$3.15M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001611519-25-000003, largest first. % of portfolio is the value over $292,936,580, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,377 shares; 2024Q4: 107,137 shares; 2025Q1: 99,403 shares 99,403$34.8M11.89%-7,734Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 319,945 shares; 2024Q4: 283,010 shares; 2025Q1: 311,623 shares 311,623$33.8M11.53%+28,613Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,487 shares; 2024Q4: 196,870 shares; 2025Q1: 197,171 shares 197,171$30.5M10.41%+301Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,655 shares; 2024Q4: 64,819 shares; 2025Q1: 50,980 shares 50,980$29.4M10.03%-13,839Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,732 shares; 2024Q4: 82,322 shares; 2025Q1: 192,855 shares 192,855$25.5M8.71%+110,533Timeline
PDDPDD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229,368 shares; 2024Q4: 219,714 shares; 2025Q1: 197,984 shares 197,984$23.4M8%-21,730Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,540 shares; 2025Q1: 100,578 shares 100,578$16.8M5.75%+64,038Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,466 shares; 2024Q4: 103,366 shares; 2025Q1: 97,158 shares 97,158$13.6M4.64%-6,208Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,065 shares; 2024Q4: 37,045 shares; 2025Q1: 34,815 shares 34,815$13.4M4.56%-2,230Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,017 shares; 2024Q4: 33,512 shares; 2025Q1: 31,413 shares 31,413$11.8M4.03%-2,099Timeline
OXYOCCIDENTAL PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,918 shares; 2024Q4: 241,618 shares; 2025Q1: 223,493 shares 223,493$11M3.77%-18,125Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,170 shares; 2024Q4: 32,249 shares; 2025Q1: 30,580 shares 30,580$8.21M2.8%-1,669Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,160 shares; 2024Q4: 108,530 shares; 2025Q1: 102,360 shares 102,360$6.93M2.37%-6,170Timeline
TCOMTRIP COM GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,610 shares; 2024Q4: 90,035 shares; 2025Q1: 105,329 shares 105,329$6.7M2.29%+15,294Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,376 shares; 2024Q4: 12,406 shares; 2025Q1: 12,047 shares 12,047$5.24M1.79%-359Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 621,715 shares; 2024Q4: 581,840 shares; 2025Q1: 225,189 shares 225,189$5.11M1.75%-356,651Timeline
CITHE CIGNA GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,600 shares; 2024Q4: 13,540 shares; 2025Q1: 12,990 shares 12,990$4.27M1.46%-550Timeline
DOCUDOCUSIGN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,700 shares; 2025Q1: 22,210 shares 22,210$1.81M0.62%+1,510Timeline
HUMHUMANA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,800 shares; 2024Q4: 6,800 shares; 2025Q1: 6,570 shares 6,570$1.74M0.59%-230Timeline
WDCWESTERN DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,531 shares; 2024Q4: 119,661 shares; 2025Q1: 33,950 shares 33,950$1.37M0.47%-85,711Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,700 shares; 2025Q1: 18,697 shares 18,697$1.36M0.47%+997Timeline
SYFSYNCHRONY FINANCIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,119 shares; 2024Q4: 30,119 shares; 2025Q1: 25,115 shares 25,115$1.33M0.45%-5,004Timeline
FLUTFLUTTER ENTMT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,300 shares; 2024Q4: 3,300 shares; 2025Q1: 3,350 shares 3,350$742K0.25%+50Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 699 shares; 2024Q4: 699 shares; 2025Q1: 1,377 shares 1,377$721K0.25%+678Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,086 shares; 2024Q4: 16,336 shares; 2025Q1: 64,273 shares 64,273$658K0.22%+47,937Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,859 shares; 2024Q4: 14,529 shares; 2025Q1: 2,370 shares 2,370$614K0.21%-12,159Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,935 shares; 2024Q4: 5,635 shares; 2025Q1: 5,635 shares 5,635$476K0.16%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,392 shares; 2024Q4: 2,392 shares; 2025Q1: 2,246 shares 2,246$427K0.15%-146Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,059 shares 5,059$365K0.12%newTimeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 75 shares 75$346K0.12%-5Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 433 shares; 2024Q4: 433 shares; 2025Q1: 407 shares 407$336K0.11%-26Timeline
DKNGDRAFTKINGS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,761 shares 4,761$158K0.05%newTimeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
LUVSOUTHWEST AIRLS CO295,970$9.95Mshares
XOMEXXON MOBIL CORP4,725$508Kshares
NVONOVO-NORDISK A S3,880$334Kshares
WBWEIBO CORP10,400$99.3Kshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001611519-25-000003 base2025-05-09acceptance time not in the bulk data set