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PARUS FINANCE (UK) Ltd

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13F filer, CIK 1611519, LONDON, United Kingdom

PARUS FINANCE (UK) Ltd reported $383,131,077 across 37 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-21. Its ten largest share positions make up 77.64% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001611519-26-000005

Period
2026-06-30
Reported value
$383M
Holdings
37
Top 10 weight
77.64%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
METAadded+11,812$6.65M
TSMadded+12,365$5.91M
NUadded+118,703$1.59M
BKNGadded+2,489$444K
STXnew+458$442K

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
MUreduced-17,897-$20.7M
INTCreduced-92,607-$10.8M
GOOGLreduced-13,905-$4.97M
AVGOreduced-10,837-$4.09M
OXYreduced-108,661-$3.84M

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, Q2 2026

Share positions as resolved from 13F-HR 0001611519-26-000005, largest first. % of portfolio is the value over $383,131,077, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 193,487 shares; 2024Q4: 196,870 shares; 2025Q1: 197,171 shares; 2025Q2: 191,628 shares; 2025Q3: 176,073 shares; 2025Q4: 152,055 shares; 2026Q1: 142,596 shares; 2026Q2: 128,691 shares 128,691$46M12%-13,905Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 319,945 shares; 2024Q4: 283,010 shares; 2025Q1: 311,623 shares; 2025Q2: 295,013 shares; 2025Q3: 245,253 shares; 2025Q4: 233,968 shares; 2026Q1: 224,646 shares; 2026Q2: 218,223 shares 218,223$43.7M11.4%-6,423Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,494 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,060 shares; 2026Q1: 49,010 shares; 2026Q2: 31,113 shares 31,113$35.9M9.37%-17,897Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,655 shares; 2024Q4: 64,819 shares; 2025Q1: 50,980 shares; 2025Q2: 53,872 shares; 2025Q3: 52,132 shares; 2025Q4: 53,677 shares; 2026Q1: 51,455 shares; 2026Q2: 63,267 shares 63,267$35.6M9.3%+11,812Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 36,540 shares; 2025Q1: 100,578 shares; 2025Q2: 93,019 shares; 2025Q3: 86,789 shares; 2025Q4: 94,660 shares; 2026Q1: 92,398 shares; 2026Q2: 81,561 shares 81,561$30.8M8.04%-10,837Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,377 shares; 2024Q4: 107,137 shares; 2025Q1: 99,403 shares; 2025Q2: 95,911 shares; 2025Q3: 85,901 shares; 2025Q4: 85,811 shares; 2026Q1: 72,372 shares; 2026Q2: 71,238 shares 71,238$24.4M6.38%-1,134Timeline
SYFSYNCHRONY FINANCIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,119 shares; 2024Q4: 30,119 shares; 2025Q1: 25,115 shares; 2025Q2: 316,089 shares; 2025Q3: 304,179 shares; 2025Q4: 297,619 shares; 2026Q1: 325,787 shares; 2026Q2: 319,639 shares 319,639$24.3M6.34%-6,148Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,732 shares; 2024Q4: 82,322 shares; 2025Q1: 192,855 shares; 2025Q2: 216,905 shares; 2025Q3: 216,805 shares; 2025Q4: 220,055 shares; 2026Q1: 207,811 shares; 2026Q2: 203,764 shares 203,764$19.6M5.1%-4,047Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,466 shares; 2024Q4: 103,366 shares; 2025Q1: 97,158 shares; 2025Q2: 92,010 shares; 2025Q3: 102,950 shares; 2025Q4: 116,770 shares; 2026Q1: 134,516 shares; 2026Q2: 131,660 shares 131,660$19.3M5.04%-2,856Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 621,715 shares; 2024Q4: 581,840 shares; 2025Q1: 225,189 shares; 2025Q2: 201,559 shares; 2025Q3: 226,950 shares; 2025Q4: 227,567 shares; 2026Q1: 245,417 shares; 2026Q2: 152,810 shares 152,810$17.9M4.66%-92,607Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 699 shares; 2024Q4: 699 shares; 2025Q1: 1,377 shares; 2025Q2: not reported; 2025Q3: 24,260 shares; 2025Q4: 28,110 shares; 2026Q1: 27,049 shares; 2026Q2: 26,515 shares 26,515$11M2.88%-534Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,017 shares; 2024Q4: 33,512 shares; 2025Q1: 31,413 shares; 2025Q2: 30,739 shares; 2025Q3: 29,789 shares; 2025Q4: 29,979 shares; 2026Q1: 29,125 shares; 2026Q2: 27,572 shares 27,572$10.3M2.68%-1,553Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,180 shares; 2025Q4: 5,991 shares; 2026Q1: 5,746 shares; 2026Q2: 18,111 shares 18,111$8.65M2.26%+12,365Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,065 shares; 2024Q4: 37,045 shares; 2025Q1: 34,815 shares; 2025Q2: 33,540 shares; 2025Q3: 32,490 shares; 2025Q4: 32,555 shares; 2026Q1: 39,884 shares; 2026Q2: 38,873 shares 38,873$7.97M2.08%-1,011Timeline
PDDPDD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 229,368 shares; 2024Q4: 219,714 shares; 2025Q1: 197,984 shares; 2025Q2: 176,856 shares; 2025Q3: 183,476 shares; 2025Q4: 112,506 shares; 2026Q1: 94,543 shares; 2026Q2: 92,479 shares 92,479$7.05M1.84%-2,064Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,160 shares; 2024Q4: 108,530 shares; 2025Q1: 102,360 shares; 2025Q2: 98,439 shares; 2025Q3: 64,149 shares; 2025Q4: 64,149 shares; 2026Q1: 62,839 shares; 2026Q2: 63,399 shares 63,399$6.56M1.71%+560Timeline
ADVANCED MICRO DEVICES INCADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,584 shares; 2026Q1: 11,940 shares; 2026Q2: 9,701 shares 9,701$5.64M1.47%-2,239
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,376 shares; 2024Q4: 12,406 shares; 2025Q1: 12,047 shares; 2025Q2: 11,259 shares; 2025Q3: 11,089 shares; 2025Q4: 11,239 shares; 2026Q1: 10,671 shares; 2026Q2: 10,148 shares 10,148$3.92M1.02%-523Timeline
TCOMTRIP COM GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,610 shares; 2024Q4: 90,035 shares; 2025Q1: 105,329 shares; 2025Q2: 99,855 shares; 2025Q3: 97,035 shares; 2025Q4: 97,785 shares; 2026Q1: 97,608 shares; 2026Q2: 95,572 shares 95,572$3.81M0.99%-2,036Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,086 shares; 2024Q4: 16,336 shares; 2025Q1: 64,273 shares; 2025Q2: 77,593 shares; 2025Q3: 77,593 shares; 2025Q4: 77,593 shares; 2026Q1: 149,420 shares; 2026Q2: 268,123 shares 268,123$3.58M0.93%+118,703Timeline
CITHE CIGNA GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,600 shares; 2024Q4: 13,540 shares; 2025Q1: 12,990 shares; 2025Q2: 12,440 shares; 2025Q3: not reported; 2025Q4: 9,240 shares; 2026Q1: 13,143 shares; 2026Q2: 12,556 shares 12,556$3.46M0.9%-587Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,170 shares; 2024Q4: 32,249 shares; 2025Q1: 30,580 shares; 2025Q2: 46,793 shares; 2025Q3: 20,333 shares; 2025Q4: 20,123 shares; 2026Q1: 20,189 shares; 2026Q2: 19,745 shares 19,745$3.09M0.81%-444Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,743 shares; 2026Q2: 2,035 shares 2,035$1.47M0.38%+292Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,700 shares; 2025Q1: 18,697 shares; 2025Q2: 18,477 shares; 2025Q3: 19,722 shares; 2025Q4: 19,722 shares; 2026Q1: 19,427 shares; 2026Q2: 19,336 shares 19,336$1.4M0.36%-91Timeline
OXYOCCIDENTAL PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250,918 shares; 2024Q4: 241,618 shares; 2025Q1: 223,493 shares; 2025Q2: 213,958 shares; 2025Q3: 193,270 shares; 2025Q4: 165,220 shares; 2026Q1: 144,644 shares; 2026Q2: 35,983 shares 35,983$1.27M0.33%-108,661Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,260 shares; 2025Q3: 4,285 shares; 2025Q4: 4,285 shares; 2026Q1: 5,787 shares; 2026Q2: 5,565 shares 5,565$1.12M0.29%-222Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,059 shares; 2025Q2: 6,287 shares; 2025Q3: 5,577 shares; 2025Q4: 4,411 shares; 2026Q1: 3,770 shares; 2026Q2: 2,783 shares 2,783$932K0.24%-987Timeline
DOCUDOCUSIGN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 20,700 shares; 2025Q1: 22,210 shares; 2025Q2: 21,950 shares; 2025Q3: 21,950 shares; 2025Q4: 21,250 shares; 2026Q1: 19,950 shares; 2026Q2: 19,950 shares 19,950$886K0.23%0Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,935 shares; 2024Q4: 5,635 shares; 2025Q1: 5,635 shares; 2025Q2: 5,445 shares; 2025Q3: 5,445 shares; 2025Q4: 5,445 shares; 2026Q1: 5,545 shares; 2026Q2: 5,545 shares 5,545$647K0.17%0Timeline
FLUTFLUTTER ENTMT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,300 shares; 2024Q4: 3,300 shares; 2025Q1: 3,350 shares; 2025Q2: 3,310 shares; 2025Q3: 3,310 shares; 2025Q4: 3,850 shares; 2026Q1: 5,113 shares; 2026Q2: 4,919 shares 4,919$503K0.13%-194Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 108 shares; 2026Q2: 2,597 shares 2,597$463K0.12%+2,489Timeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 458 shares 458$442K0.12%newTimeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,590 shares; 2024Q4: 4,725 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,323 shares; 2026Q2: 2,684 shares 2,684$367K0.1%-1,639Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,392 shares; 2024Q4: 2,392 shares; 2025Q1: 2,246 shares; 2025Q2: 2,226 shares; 2025Q3: 3,086 shares; 2025Q4: 1,881 shares; 2026Q1: 1,673 shares; 2026Q2: 1,447 shares 1,447$345K0.09%-226Timeline
WDCWESTERN DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,531 shares; 2024Q4: 119,661 shares; 2025Q1: 33,950 shares; 2025Q2: 32,220 shares; 2025Q3: not reported; 2025Q4: 2,861 shares; 2026Q1: 2,037 shares; 2026Q2: 509 shares 509$325K0.08%-1,528Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,948 shares; 2026Q2: 2,883 shares 2,883$286K0.07%+935Timeline
SNDKSANDISK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,043 shares; 2026Q2: 75 shares 75$171K0.04%-968Timeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
TSLATESLA INC2,370$881Kshares

How Q2 2026 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 0001611519-26-000005 base2026-07-21acceptance time not in the bulk data set