PARUS FINANCE (UK) Ltd — 13F holdings

PARUS FINANCE (UK) Ltd reported 37 holdings worth $383M in its 13F filing for Q2 2026, filed July 21, 2026.

Largest positions

1. GOOGL ALPHABET INC — $46.0M (12.0%)
2. NVDA NVIDIA CORPORATION — $43.7M (11.4%)
3. MU MICRON TECHNOLOGY INC — $35.9M (9.4%)
4. META META PLATFORMS INC — $35.6M (9.3%)
5. AVGO BROADCOM INC — $30.8M (8.0%)
6. V VISA INC — $24.4M (6.4%)
7. SYF SYNCHRONY FINANCIAL — $24.3M (6.3%)
8. BABA ALIBABA GROUP HLDG LTD — $19.6M (5.1%)
9. ORCL ORACLE CORP — $19.3M (5.0%)
10. INTC Intel Corp — $17.9M (4.7%)