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PARUS FINANCE (UK) Ltd

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13F filer, CIK 1611519, LONDON, United Kingdom

PARUS FINANCE (UK) Ltd reported $380,790,107 across 30 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-12. Its ten largest share positions make up 82.41% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001611519-25-000006

Period
2025-09-30
Reported value
$381M
Holdings
30
Top 10 weight
82.41%
New
2
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
UNHnew+24,260$8.38M
ORCLadded+10,940$3.08M
TSMnew+6,180$1.73M
PDDadded+6,620$875K
INTCadded+25,391$705K

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
NVDAreduced-49,760-$9.28M
CRMreduced-26,460-$6.27M
CIexited-12,440-$4.11M
GOOGLreduced-15,555-$3.78M
Vreduced-10,010-$3.42M

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, Q3 2025

Share positions as resolved from 13F-HR 0001611519-25-000006, largest first. % of portfolio is the value over $380,790,107, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 319,945 shares; 2024Q4: 283,010 shares; 2025Q1: 311,623 shares; 2025Q2: 295,013 shares; 2025Q3: 245,253 shares 245,253$45.8M12.02%-49,760Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,487 shares; 2024Q4: 196,870 shares; 2025Q1: 197,171 shares; 2025Q2: 191,628 shares; 2025Q3: 176,073 shares 176,073$42.8M11.24%-15,555Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,732 shares; 2024Q4: 82,322 shares; 2025Q1: 192,855 shares; 2025Q2: 216,905 shares; 2025Q3: 216,805 shares 216,805$38.7M10.18%-100Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,655 shares; 2024Q4: 64,819 shares; 2025Q1: 50,980 shares; 2025Q2: 53,872 shares; 2025Q3: 52,132 shares 52,132$38.3M10.05%-1,740Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,377 shares; 2024Q4: 107,137 shares; 2025Q1: 99,403 shares; 2025Q2: 95,911 shares; 2025Q3: 85,901 shares 85,901$29.3M7.7%-10,010Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,466 shares; 2024Q4: 103,366 shares; 2025Q1: 97,158 shares; 2025Q2: 92,010 shares; 2025Q3: 102,950 shares 102,950$29M7.6%+10,940Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,540 shares; 2025Q1: 100,578 shares; 2025Q2: 93,019 shares; 2025Q3: 86,789 shares 86,789$28.6M7.52%-6,230Timeline
PDDPDD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229,368 shares; 2024Q4: 219,714 shares; 2025Q1: 197,984 shares; 2025Q2: 176,856 shares; 2025Q3: 183,476 shares 183,476$24.3M6.37%+6,620Timeline
SYFSYNCHRONY FINANCIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,119 shares; 2024Q4: 30,119 shares; 2025Q1: 25,115 shares; 2025Q2: 316,089 shares; 2025Q3: 304,179 shares 304,179$21.6M5.68%-11,910Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,017 shares; 2024Q4: 33,512 shares; 2025Q1: 31,413 shares; 2025Q2: 30,739 shares; 2025Q3: 29,789 shares 29,789$15.4M4.05%-950Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,065 shares; 2024Q4: 37,045 shares; 2025Q1: 34,815 shares; 2025Q2: 33,540 shares; 2025Q3: 32,490 shares 32,490$11.5M3.01%-1,050Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 699 shares; 2024Q4: 699 shares; 2025Q1: 1,377 shares; 2025Q2: not reported; 2025Q3: 24,260 shares 24,260$8.38M2.2%newTimeline
TCOMTRIP COM GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,610 shares; 2024Q4: 90,035 shares; 2025Q1: 105,329 shares; 2025Q2: 99,855 shares; 2025Q3: 97,035 shares 97,035$7.3M1.92%-2,820Timeline
OXYOCCIDENTAL PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,918 shares; 2024Q4: 241,618 shares; 2025Q1: 223,493 shares; 2025Q2: 213,958 shares; 2025Q3: 193,270 shares 193,270$6.43M1.69%-20,688Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 621,715 shares; 2024Q4: 581,840 shares; 2025Q1: 225,189 shares; 2025Q2: 201,559 shares; 2025Q3: 226,950 shares 226,950$6.3M1.65%+25,391Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,160 shares; 2024Q4: 108,530 shares; 2025Q1: 102,360 shares; 2025Q2: 98,439 shares; 2025Q3: 64,149 shares 64,149$4.84M1.27%-34,290Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,170 shares; 2024Q4: 32,249 shares; 2025Q1: 30,580 shares; 2025Q2: 46,793 shares; 2025Q3: 20,333 shares 20,333$4.82M1.27%-26,460Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,376 shares; 2024Q4: 12,406 shares; 2025Q1: 12,047 shares; 2025Q2: 11,259 shares; 2025Q3: 11,089 shares 11,089$3.58M0.94%-170Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,700 shares; 2025Q1: 18,697 shares; 2025Q2: 18,477 shares; 2025Q3: 19,722 shares 19,722$1.93M0.51%+1,245Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,180 shares 6,180$1.73M0.45%newTimeline
HUMHUMANA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,800 shares; 2024Q4: 6,800 shares; 2025Q1: 6,570 shares; 2025Q2: 6,530 shares; 2025Q3: 6,530 shares 6,530$1.7M0.45%0Timeline
DOCUDOCUSIGN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,700 shares; 2025Q1: 22,210 shares; 2025Q2: 21,950 shares; 2025Q3: 21,950 shares 21,950$1.58M0.42%0Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,086 shares; 2024Q4: 16,336 shares; 2025Q1: 64,273 shares; 2025Q2: 77,593 shares; 2025Q3: 77,593 shares 77,593$1.24M0.33%0Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,859 shares; 2024Q4: 14,529 shares; 2025Q1: 2,370 shares; 2025Q2: 2,330 shares; 2025Q3: 2,330 shares 2,330$1.04M0.27%0Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,935 shares; 2024Q4: 5,635 shares; 2025Q1: 5,635 shares; 2025Q2: 5,445 shares; 2025Q3: 5,445 shares 5,445$993K0.26%0Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,260 shares; 2025Q3: 4,285 shares 4,285$911K0.24%+1,025Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,059 shares; 2025Q2: 6,287 shares; 2025Q3: 5,577 shares 5,577$841K0.22%-710Timeline
FLUTFLUTTER ENTMT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,300 shares; 2024Q4: 3,300 shares; 2025Q1: 3,350 shares; 2025Q2: 3,310 shares; 2025Q3: 3,310 shares 3,310$841K0.22%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,392 shares; 2024Q4: 2,392 shares; 2025Q1: 2,246 shares; 2025Q2: 2,226 shares; 2025Q3: 3,086 shares 3,086$678K0.18%+860Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares 75$405K0.11%0Timeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
CITHE CIGNA GROUP12,440$4.11Mshares
WDCWESTERN DIGITAL CORP32,220$2.06Mshares
LLYELI LILLY & CO407$317Kshares
DKNGDRAFTKINGS INC NEW4,711$202Kshares

How Q3 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 0001611519-25-000006 base2025-11-12acceptance time not in the bulk data set