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Portfolio (Quarterly) Guide ↗

PARUS FINANCE (UK) Ltd

· CIK 0001611519
13F Portfolio $383M AUM 37 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1 New 7 Added 26 Reduced 1 Exited
Page 2 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VRT VERTIV HOLDINGS CO Industrials 2,783.0 $932K 0.24% -987.0 -26.2% $334.82 -19.6%
22 FLUTTER ENTMT PLC 4,919.0 $503K 0.13% -194.0 -3.8% $102.17
23 XOM EXXON MOBIL CORP Energy 2,684.0 $367K 0.10% -2K -37.9% $136.72 +14.4%
24 AMZN AMAZON COM INC Consumer Cyclical 1,447.0 $345K 0.09% -226.0 -13.5% $238.34 +7.5%
25 WDC WESTERN DIGITAL CORP. Technology 509.0 $325K 0.09% -2K -75.0% $638.72 -27.7%
26 SNDK SANDISK CORP Technology 75.0 $171K 0.04% -968.0 -92.8% $2273.73 -34.7%
Page 2 of 2  ·  26 positions

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 48.6%
Communication Services 21.7%
Financial Services 14.2%
Consumer Cyclical 8.3%
Healthcare 6.6%
Energy 0.4%
Industrials 0.2%