13F holdings · Q2 2026

PARUS FINANCE (UK)

London, X0 · files as PARUS FINANCE (UK) Ltd

Holdings as of Jun 30, 2026Filed Jul 21, 2026Next filing due Nov 16, 2026CIK 1611519

PARUS FINANCE (UK) reported 37 stocks worth $383M in its 13F filing for Q2 2026, filed Jul 21, 2026. Its largest holdings are GOOGL (12.0%), NVDA (11.4%) and MU (9.4%). Compared with Q1 2026, the fund opened new positions in STX, added to META, TSM and CVS, trimmed GOOGL, NVDA and MU and sold out of TSLA.

Reported value$383M+14.6% vs last quarter

Stocks held371 new · 1 sold out

Top 5 weight50.1%fairly concentrated

Turnover18%of the portfolio changed

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Holdings

#	Stock	Value	Weight	Shares	Change	Shares, 8 qtrs	Held
1	GOOGL Alphabet Inc	$46M	12.0%	129K	−14K (−10%)		8 of 8
2	NVDA Nvidia Corporation	$43.7M	11.4%	218K	−6,423 (−3%)		8 of 8
3	MU Micron Technology Inc	$35.9M	9.4%	31K	−18K (−37%)		4 of 8
4	META Meta Platforms Inc	$35.6M	9.3%	63K	+12K (+23%)		8 of 8
5	AVGO Broadcom Inc	$30.8M	8.0%	82K	−11K (−12%)		7 of 8
6	V Visa Inc	$24.4M	6.4%	71K	−1,134 (−2%)		8 of 8
7	SYF Synchrony Financial	$24.3M	6.3%	320K	−6,148 (−2%)		8 of 8
8	BABA Alibaba Group Hldg Ltd F	$19.6M	5.1%	204K	−4,047 (−2%)		8 of 8
9	ORCL Oracle Corp	$19.3M	5.0%	132K	−2,856 (−2%)		8 of 8
10	INTC Intel Corp	$17.9M	4.7%	153K	−93K (−38%)		8 of 8
11	ABCD Example Holdings Inc	100	153	206	259	312	365
12	WXYZ Example Holdings Inc	137	190	243	296	349	402
13	QRST Example Holdings Inc	174	227	280	333	386	439
14	LMNO Example Holdings Inc	211	264	317	370	423	476

🔒 27 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026

Stock	Value last quarter	Shares sold
TSLA Tesla Inc	$881K	2,370

Reported value

last 8 quarters

$311MQ3 '24

$319MQ4 '24

$293MQ1 '25

$350MQ2 '25

$381MQ3 '25

$380MQ4 '25

$334MQ1 '26

$383MQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC

Filed	Form	Quarter
Jul 21, 2026	13F-HR	Q2 2026	SEC filing ↗

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PARUS FINANCE (UK) 13F FAQ

What does PARUS FINANCE (UK) own?

PARUS FINANCE (UK) reported 37 stocks worth $383M in its 13F filing for Q2 2026, filed Jul 21, 2026. Its largest holdings are GOOGL (12.0%), NVDA (11.4%) and MU (9.4%). The table above lists every position in the filing (the top 10 without an account).

What did PARUS FINANCE (UK) buy and sell in Q2 2026?

Compared with Q1 2026: 1 new positions, 7 added to, 27 trimmed and 1 sold out. New positions include STX. It sold all of TSLA.

When will PARUS FINANCE (UK) file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is PARUS FINANCE (UK)'s portfolio worth?

The Q2 2026 filing reports $383M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.