Vault-13

PARUS FINANCE (UK) Ltd

LONDON, X0 · CIK 1611519 · 13F filing filed 2026-07-21

Exempt reporting adviser since 2014 · other (specify)

As an employer

In the UK

CompanyTownStaffPay gap reportFCA register
PARUS FINANCE (UK) LTD Private Limited Company · accounts to 2026-01-31FCA: Authorised · manages investments, manages AIFs, advises, deals London 10 Authorisedmanages investments, manages AIFs, advises, deals

Sources: Companies House (accounts filed electronically; the largest groups often file on paper, so their staff numbers can be missing), the UK gender pay gap service (employers with 250+ staff) and the FCA's Financial Services Register. Contains public sector information licensed under the Open Government Licence v3.0.

$383.1m reported value +14.6% vs Q1 2026
37positions
77.6%in top 10
1 new 6 added 28 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 ALPHABET INC CAP STK CL A GOOGL GOOGL 128,691 $46.0m12.00% 12.00% ReducedShares held: Q3 2025 176.1k, Q4 2025 152.1k, Q1 2026 142.6k, Q2 2026 128.7k -13.9k -13,905 -9.8%
2 NVIDIA CORPORATION COM NVDA NVDA 218,223 $43.7m11.40% 11.40% ReducedShares held: Q3 2025 245.3k, Q4 2025 234.0k, Q1 2026 224.6k, Q2 2026 218.2k -6.4k -6,423 -2.9%
3 MICRON TECHNOLOGY INC COM MU MU 31,113 $35.9m9.37% 9.37% ReducedShares held: Q3 2025 0, Q4 2025 43.1k, Q1 2026 49.0k, Q2 2026 31.1k -17.9k -17,897 -36.5%
4 META PLATFORMS INC CL A META META 63,267 $35.6m9.30% 9.30% AddedShares held: Q3 2025 52.1k, Q4 2025 53.7k, Q1 2026 51.5k, Q2 2026 63.3k +11.8k +11,812 23.0%
5 BROADCOM INC COM AVGO AVGO 81,561 $30.8m8.04% 8.04% ReducedShares held: Q3 2025 86.8k, Q4 2025 94.7k, Q1 2026 92.4k, Q2 2026 81.6k -10.8k -10,837 -11.7%
6 VISA INC COM CL A V V 71,238 $24.4m6.38% 6.38% ReducedShares held: Q3 2025 85.9k, Q4 2025 85.8k, Q1 2026 72.4k, Q2 2026 71.2k -1.1k -1,134 -1.6%
7 SYNCHRONY FINANCIAL COM SYF SYF 319,639 $24.3m6.34% 6.34% ReducedShares held: Q3 2025 304.2k, Q4 2025 297.6k, Q1 2026 325.8k, Q2 2026 319.6k -6.1k -6,148 -1.9%
8 ALIBABA GROUP HLDG LTD SPONSORED ADS BABA BABA 203,764 $19.6m5.10% 5.10% ReducedShares held: Q3 2025 216.8k, Q4 2025 220.1k, Q1 2026 207.8k, Q2 2026 203.8k -4.0k -4,047 -1.9%
9 ORACLE CORP COM ORCL ORCL 131,660 $19.3m5.04% 5.04% ReducedShares held: Q3 2025 103.0k, Q4 2025 116.8k, Q1 2026 134.5k, Q2 2026 131.7k -2.9k -2,856 -2.1%
10 INTEL CORP COM INTC INTC 152,810 $17.9m4.66% 4.66% ReducedShares held: Q3 2025 226.9k, Q4 2025 227.6k, Q1 2026 245.4k, Q2 2026 152.8k -92.6k -92,607 -37.7%
11 UNITEDHEALTH GROUP INC COM UNH UNH 26,515 $11.0m2.88% 2.88% ReducedShares held: Q3 2025 24.3k, Q4 2025 28.1k, Q1 2026 27.0k, Q2 2026 26.5k -534 -534 -2.0%
12 MICROSOFT CORP COM MSFT MSFT 27,572 $10.3m2.68% 2.68% ReducedShares held: Q3 2025 29.8k, Q4 2025 30.0k, Q1 2026 29.1k, Q2 2026 27.6k -1.6k -1,553 -5.3%
13 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM TSM 18,111 $8.6m2.26% 2.26% AddedShares held: Q3 2025 6.2k, Q4 2025 6.0k, Q1 2026 5.7k, Q2 2026 18.1k +12.4k +12,365 215.2%
14 ADOBE INC COM ADBE ADBE 38,873 $8.0m2.08% 2.08% ReducedShares held: Q3 2025 32.5k, Q4 2025 32.6k, Q1 2026 39.9k, Q2 2026 38.9k -1.0k -1,011 -2.5%
15 PDD HOLDINGS INC SPONSORED ADS PDD PDD 92,479 $7.1m1.84% 1.84% ReducedShares held: Q3 2025 183.5k, Q4 2025 112.5k, Q1 2026 94.5k, Q2 2026 92.5k -2.1k -2,064 -2.2%
16 CVS HEALTH CORP COM CVS CVS 63,399 $6.6m1.71% 1.71% AddedShares held: Q3 2025 64.1k, Q4 2025 64.1k, Q1 2026 62.8k, Q2 2026 63.4k +560 +560 0.9%
17 ADVANCED MICRO DEVICES INC NOTE 2.125% 9/0 AMD 2.125 09.01.26 AMD 2.125 09.01.26 9,701 $5.6m1.47% 1.47% ReducedShares held: Q3 2025 0, Q4 2025 11.6k, Q1 2026 11.9k, Q2 2026 9.7k -2.2k -2,239 -18.8%
18 ELEVANCE HEALTH INC COM ELV ELV 10,148 $3.9m1.02% 1.02% ReducedShares held: Q3 2025 11.1k, Q4 2025 11.2k, Q1 2026 10.7k, Q2 2026 10.1k -523 -523 -4.9%
19 TRIP COM GROUP LTD ADS TCOM TCOM 95,572 $3.8m0.99% 0.99% ReducedShares held: Q3 2025 97.0k, Q4 2025 97.8k, Q1 2026 97.6k, Q2 2026 95.6k -2.0k -2,036 -2.1%
20 NU HLDGS LTD ORD SHS CL A NU NU 268,123 $3.6m0.93% 0.93% AddedShares held: Q3 2025 77.6k, Q4 2025 77.6k, Q1 2026 149.4k, Q2 2026 268.1k +118.7k +118,703 79.4%
21 THE CIGNA GROUP COM CI CI 12,556 $3.5m0.90% 0.90% ReducedShares held: Q3 2025 0, Q4 2025 9.2k, Q1 2026 13.1k, Q2 2026 12.6k -587 -587 -4.5%
22 SALESFORCE INC COM CRM CRM 19,745 $3.1m0.81% 0.81% ReducedShares held: Q3 2025 20.3k, Q4 2025 20.1k, Q1 2026 20.2k, Q2 2026 19.7k -444 -444 -2.2%
23 APPLIED MATLS INC COM AMAT AMAT 2,035 $1.5m0.38% 0.38% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 1.7k, Q2 2026 2.0k +292 +292 16.8%
24 UBER TECHNOLOGIES INC COM UBER UBER 19,336 $1.4m0.36% 0.36% ReducedShares held: Q3 2025 19.7k, Q4 2025 19.7k, Q1 2026 19.4k, Q2 2026 19.3k -91 -91 -0.5%
25 OCCIDENTAL PETE CORP COM OXY OXY 35,983 $1.3m0.33% 0.33% ReducedShares held: Q3 2025 193.3k, Q4 2025 165.2k, Q1 2026 144.6k, Q2 2026 36.0k -108.7k -108,661 -75.1%
26 CAPITAL ONE FINL CORP COM COF COF 5,565 $1.1m0.29% 0.29% ReducedShares held: Q3 2025 4.3k, Q4 2025 4.3k, Q1 2026 5.8k, Q2 2026 5.6k -222 -222 -3.8%
27 VERTIV HOLDINGS CO COM CL A VRT VRT 2,783 $931.8k0.24% 0.24% ReducedShares held: Q3 2025 5.6k, Q4 2025 4.4k, Q1 2026 3.8k, Q2 2026 2.8k -987 -987 -26.2%
28 DOCUSIGN INC COM DOCU DOCU 19,950 $886.2k0.23% 0.23% UnchangedShares held: Q3 2025 21.9k, Q4 2025 21.2k, Q1 2026 19.9k, Q2 2026 19.9k
29 PALANTIR TECHNOLOGIES INC CL A PLTR PLTR 5,545 $646.9k0.17% 0.17% UnchangedShares held: Q3 2025 5.4k, Q4 2025 5.4k, Q1 2026 5.5k, Q2 2026 5.5k
30 FLUTTER ENTMT PLC SHS FLUT FLUT 4,919 $502.6k0.13% 0.13% ReducedShares held: Q3 2025 3.3k, Q4 2025 3.9k, Q1 2026 5.1k, Q2 2026 4.9k -194 -194 -3.8%
31 BOOKING HOLDINGS INC COM BKNG BKNG 2,597 $462.9k0.12% 0.12% ReducedShares held: Q3 2025 1.9k, Q4 2025 1.9k, Q1 2026 2.7k, Q2 2026 2.6k -103 -103 -3.8%
32 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX STX 458 $442.0k0.12% 0.12% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 458
33 EXXON MOBIL CORP COM XOM XOM 2,684 $367.0k0.10% 0.10% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 4.3k, Q2 2026 2.7k -1.6k -1,639 -37.9%
34 AMAZON COM INC COM AMZN AMZN 1,447 $344.9k0.09% 0.09% ReducedShares held: Q3 2025 3.1k, Q4 2025 1.9k, Q1 2026 1.7k, Q2 2026 1.4k -226 -226 -13.5%
35 WESTERN DIGITAL CORP COM WDC WDC 509 $325.1k0.08% 0.08% ReducedShares held: Q3 2025 0, Q4 2025 2.9k, Q1 2026 2.0k, Q2 2026 509 -1.5k -1,528 -75.0%
36 SERVICENOW INC COM NOW NOW 2,883 $286.2k0.07% 0.07% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 1.9k, Q2 2026 2.9k +935 +935 48.0%
37 SANDISK CORP COM SNDK SNDK 75 $170.5k0.04% 0.04% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 1.0k, Q2 2026 75 -968 -968 -92.8%

Sold out since Q1 2026

SecurityTickerShares held beforeValue then
TESLA INC TSLA TSLA 2,370 $881.0k2.4k shares