Q2 2026 13F · SEC CIK 1611519

PARUS FINANCE (UK) Ltd

Hedge fundFiled 2026-07-21 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $383.1M
Reported positions: 37
Top holdings a year, 3 yrs: +21.7%
Average holding period: 5.5 yrs

PARUS FINANCE (UK) Ltd is a hedge fund that reported 37 positions worth $383.1M in its Q2 2026 13F, filed 2026-07-21. Its largest holdings were Alphabet Inc (GOOGL, 12.0%), Nvidia Corporation (NVDA, 11.4%), Micron Technology Inc (MU, 9.4%). A portfolio copying its top holdings returned 21.7% a year over the last 3 years, against 20.4% for the S&P 500.

PARUS FINANCE (UK) Ltd holdings all 37 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

PARUS FINANCE (UK) Ltd 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
GOOGLAlphabet Inc	12.0%	12.3%	128,691	-9.8%	$46.0M
NVDANvidia Corporation	11.4%	11.7%	218,223	-2.9%	$43.7M
MUMicron Technology Inc	9.4%	5.0%	31,113	-36.5%	$35.9M
METAMeta Platforms Inc	9.3%	8.8%	63,267	+23.0%	$35.6M
AVGOBroadcom Inc	8.0%	8.6%	81,561	-11.7%	$30.8M
VVisa Inc	6.4%	6.5%	71,238	-1.6%	$24.4M
SYFSynchrony Financial	6.3%	6.6%	319,639	-1.9%	$24.3M
BABAAlibaba Group Hldg Ltd	5.1%	7.8%	203,764	-1.9%	$19.6M
ORCLOracle Corp	5.0%	5.9%	131,660	-2.1%	$19.3M
INTCIntel Corp	4.7%	2.6%	152,810	-37.7%	$17.9M
UNHUnitedhealth Group Inc	2.9%	2.2%	26,515	-2.0%	$11.0M
MSFTMicrosoft Corp	2.7%	3.2%	27,572	-5.3%	$10.3M
TSMTaiwan Semiconductor Manufac	2.3%	0.6%	18,111	+215.2%	$8.6M
ADBEAdobe Inc	2.1%	2.9%	38,873	-2.5%	$8.0M
PDDPdd Holdings Inc	1.8%	2.9%	92,479	-2.2%	$7.1M
CVSCvs Health Corp	1.7%	1.3%	63,399	+0.9%	$6.6M
AMDAdvanced Micro Devices Inc	1.5%	0.7%	9,701	-18.8%	$5.6M
ELVElevance Health Inc Formerly	1.0%	0.9%	10,148	-4.9%	$3.9M
TCOMTrip Com Group Ltd	1.0%	1.5%	95,572	-2.1%	$3.8M
NUNu Hldgs Ltd	0.9%	0.6%	268,123	+79.4%	$3.6M
CIThe Cigna Group	0.9%	1.0%	12,556	-4.5%	$3.5M
CRMSalesforce Inc	0.8%	1.1%	19,745	-2.2%	$3.1M
AMATApplied Matls Inc	0.4%	0.2%	2,035	+16.8%	$1.5M
UBERUber Technologies Inc	0.4%	0.4%	19,336	-0.5%	$1.4M
OXYOccidental Pete Corp	0.3%	2.2%	35,983	-75.1%	$1.3M
COFCapital One Finl Corp	0.3%	0.3%	5,565	-3.8%	$1.1M
VRTVertiv Holdings Co	0.2%	0.3%	2,783	-26.2%	$932K
DOCUDocusign Inc	0.2%	0.3%	19,950	+0.0%	$886K
PLTRPalantir Technologies Inc	0.2%	0.2%	5,545	+0.0%	$647K
FLUTFlutter Entmt PLC	0.1%	0.2%	4,919	-3.8%	$503K
BKNGBooking Holdings Inc	0.1%	0.1%	2,597	+2304.6%	$463K
STXSeagate Technology Hldngs Pl	0.1%	New	458	—	$442K
XOMExxon Mobil Corp	0.1%	0.2%	2,684	-37.9%	$367K
AMZNAmazon Com Inc	0.1%	0.1%	1,447	-13.5%	$345K
WDCWestern Digital Corp Com	0.1%	0.2%	509	-75.0%	$325K
NOWServicenow Inc	0.1%	0.1%	2,883	+48.0%	$286K
SNDKSandisk Corp	0.0%	0.2%	75	-92.8%	$171K

What PARUS FINANCE (UK) Ltd bought and sold in Q2 2026, against Q1 2026.

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +15.4% /yr; S&P 500 +20.1%
3 years: +21.7% /yr; S&P 500 +20.4%
5 years: +11.2% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$383.1M	37
Q1 2026	$334.5M	37
Q4 2025	$380.5M	34
Q3 2025	$380.8M	30
Q2 2025	$349.7M	32
Q1 2025	$292.9M	32
Q4 2024	$319.0M	34
Q3 2024	$310.9M	32
Q2 2024	$345.8M	35
Q1 2024	$265.5M	34
Q4 2023	$192.4M	28
Q3 2023	$160.5M	26

Questions about PARUS FINANCE (UK) Ltd's portfolio

What stocks does PARUS FINANCE (UK) Ltd own?

PARUS FINANCE (UK) Ltd's latest 13F, for Q2 2026 and filed Jul 21, 2026, lists 37 positions worth $383.1M. The largest are Alphabet Inc (GOOGL) at 12.0%, Nvidia Corporation (NVDA) at 11.4%, Micron Technology Inc (MU) at 9.4%, Meta Platforms Inc (META) at 9.3% and Broadcom Inc (AVGO) at 8.0%.

What did PARUS FINANCE (UK) Ltd buy last quarter?

In Q2 2026, PARUS FINANCE (UK) Ltd added a new position in Seagate Technology Hldngs Pl (STX), Booking Holdings Inc (BKNG) (+2304.6% shares), Taiwan Semiconductor Manufac (TSM) (+215.2% shares) and Nu Hldgs Ltd (NU) (+79.4% shares), compared with its Q1 2026 filing.

What did PARUS FINANCE (UK) Ltd sell last quarter?

In Q2 2026, PARUS FINANCE (UK) Ltd sold all of Tesla Inc (TSLA), Sandisk Corp (SNDK) (-92.8% shares), Occidental Pete Corp (OXY) (-75.1% shares) and Western Digital Corp Com (WDC) (-75.0% shares), compared with its Q1 2026 filing.

How has PARUS FINANCE (UK) Ltd's portfolio performed?

A portfolio copying PARUS FINANCE (UK) Ltd's 20 largest 13F holdings each quarter, from the day each filing was public, returned +21.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +15.4% against +20.1%. Over 5 years: +11.2% a year against +11.6%.

When is PARUS FINANCE (UK) Ltd's next 13F filing due?

13F filings are due 45 days after each quarter ends. PARUS FINANCE (UK) Ltd's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.