PF

PARUS FINANCE (UK) Ltd

13F
PARUS FINANCE (UK) Ltd
Last update 2024-07-16 36 Stocks (2 new)
Value $346.00 Mil Turnover 21 %
Countries:
Top Holdings: NVDA(12.92%)GOOGL(10.01%)META(8.27%)V(7.68%)PDD(7.61%)
Portfolio Report
Summary Stock Picks Current Portfolio
PARUS FINANCE (UK) Ltd Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NVDA 		NVIDIA Corp
361,575
44668.980
-19.30%
12.920
-2.94%
0.000
+36.03%
+199.51%
3637553.700
Semiconductors
GOOGL 		Alphabet Inc
190,117
34629.810
+42.62%
10.010
+2.99%
0.000
+12.06%
+30.34%
2232618.220
Interactive Media
META 		Meta Platforms Inc
56,744
28611.460
+26.05%
8.270
+1.71%
0.000
+13.46%
+65.72%
1476371.384
Interactive Media
V 		Visa Inc
101,177
26555.930
+70.70%
7.680
+3.18%
0.010
+19.45%
+19.92%
601631.435
Credit Services
PDD 		PDD Holdings Inc
198,003
26324.500
+59.16%
7.610
+2.83%
0.010
-20.12%
-22.22%
158042.026
Retail - Cyclical
MSFT 		Microsoft Corp
49,770
22244.700
+3.95%
6.430
+0.24%
0.000
+4.17%
+13.11%
3145177.615
Software
ADBE 		Adobe Inc
39,647
22025.490
+323.26%
6.370
+4.87%
0.010
-0.85%
-11.76%
231730.084
Software
OXY 		Occidental Petroleum Corp
342,370
21579.580
+3.24%
6.240
+0.20%
0.040
-14.37%
-14.80%
47030.018
Oil & Gas
ORCL 		Oracle Corp
131,047
18503.840
+17.35%
5.350
+0.79%
0.000
+43.31%
+82.01%
525338.144
Software
INTC 		Intel Corp
446,203
13818.910
+36.86%
4.000
+1.08%
0.010
+24.79%
-51.28%
104202.080
Semiconductors

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
ADBE 		Adobe Inc2024-06-30Add
+4.87%
●
439.02 ($484.22) 555.54
$526.42
8.72%
Add 323.26%
39,647
30,280
V 		Visa Inc2024-06-30Add
+3.18%
●
262.47 ($274.09) 281.5
$309.85
13.05%
Add 70.7%
101,177
41,904
GOOGL 		Alphabet Inc2024-06-30Add
+2.99%
●
150.53 ($168.57) 185.41
$181.62
7.74%
Add 42.62%
190,117
56,817
NVDA 		NVIDIA Corp2024-06-30Reduce
-2.94%
●
76.2 ($101.1) 135.58
$148.29
46.68%
Reduce -19.3%
361,575
-86,475
PDD 		PDD Holdings Inc2024-06-30Add
+2.83%
●
113.43 ($135.42) 157.57
$113.80
-15.97%
Add 59.16%
198,003
73,596
META 		Meta Platforms Inc2024-06-30Add
+1.71%
●
430.17 ($486.09) 527.34
$584.82
20.31%
Add 26.05%
56,744
11,726
PLTR 		Palantir Technologies Inc2024-06-30Add
+1.34%
●
20.47 ($22.52) 25.82
$59.85
165.76%
Add 187.23%
281,381
183,417
INTC 		Intel Corp2024-06-30Add
+1.08%
●
29.85 ($32.77) 44.52
$24.16
-26.27%
Add 36.86%
446,203
120,167
ORCL 		Oracle Corp2024-06-30Add
+0.79%
●
113.75 ($124.18) 144.64
$189.58
52.67%
Add 17.35%
131,047
19,374
LLY 		Eli Lilly and Co2024-06-30Add
+0.78%
●
724.87 ($799.92) 909.04
$818.86
2.37%
Add 31.16%
12,603
2,994

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 2024-06-30

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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