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Portfolio (Quarterly) Guide ↗

PARUS FINANCE (UK) Ltd

· CIK 0001611519
13F Portfolio $334M AUM 37 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 13 Added 18 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 XOM EXXON MOBIL CORP Energy 4,323.0 $733K 0.22% NEW $169.66 -18.8%
2 SANDISK CORP 1,043.0 $663K 0.20% NEW $635.34
3 AMAT APPLIED MATLS INC Technology 1,743.0 $596K 0.18% NEW $341.79 +80.6%
4 NOW SERVICENOW INC Technology 1,948.0 $204K 0.06% NEW $104.55 -9.1%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 43.4%
Communication Services 21.3%
Financial Services 14.3%
Consumer Cyclical 12.8%
Healthcare 5.6%
Energy 2.4%
Industrials 0.3%