$702 Million is the total value of PARUS FINANCE (UK) Ltd's 14 reported holdings in Q1 2016. The portfolio turnover from Q4 2015 to Q1 2016 was 16.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FB | Buy | FACEBOOK INCcl a | $178,838,000 | +78.0% | 1,567,378 | +63.2% | 25.47% | +14.6% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $149,287,000 | +64.2% | 195,684 | +67.4% | 21.26% | +5.7% |
| AAPL | Buy | APPLE INC | $75,137,000 | +60.2% | 689,390 | +54.7% | 10.70% | +3.1% |
| MTG | Buy | MGIC INVT CORP WIS | $57,583,000 | +20.5% | 7,507,548 | +38.8% | 8.20% | -22.4% |
| DHI | Buy | D R HORTON INC | $55,035,000 | +31.1% | 1,820,549 | +38.9% | 7.84% | -15.6% |
| LEN | Buy | LENNAR CORPcl a | $44,227,000 | +40.8% | 914,544 | +42.4% | 6.30% | -9.3% |
| RDN | Buy | RADIAN GROUP INC | $41,149,000 | +31.9% | 3,318,449 | +42.4% | 5.86% | -15.1% |
| CRTO | Buy | CRITEO S Aspons ads | $28,709,000 | +49.0% | 693,115 | +42.5% | 4.09% | -4.1% |
| ZG | Buy | ZILLOW GROUP INCcl a | $27,511,000 | +27.9% | 1,076,733 | +30.3% | 3.92% | -17.7% |
| TSLA | Buy | TESLA MTRS INC | $13,984,000 | +149.3% | 60,859 | +160.4% | 1.99% | +60.4% |
| PCLN | Buy | PRICELINE COM INC | $12,066,000 | +41.2% | 9,361 | +39.7% | 1.72% | -9.1% |
| TOL | New | TOLL BROTHERS INC | $11,712,000 | – | 396,880 | +100.0% | 1.67% | – |
| LNKD | Buy | LINKEDIN CORP | $4,640,000 | -28.9% | 40,573 | +40.0% | 0.66% | -54.2% |
| Z | New | ZILLOW GROUP INCcl c cap stk | $2,373,000 | – | 100,000 | +100.0% | 0.34% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-05-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| META PLATFORMS INC | 45 | Q3 2023 | 28.9% |
| AMAZON COM INC | 36 | Q3 2023 | 5.5% |
| CRITEO S A | 34 | Q3 2023 | 6.1% |
| ALPHABET INC | 31 | Q3 2023 | 21.7% |
| NVIDIA CORPORATION | 28 | Q3 2023 | 11.0% |
| PAYPAL HLDGS INC | 28 | Q2 2023 | 4.9% |
| ADOBE SYSTEMS INCORPORATED | 27 | Q3 2023 | 11.4% |
| MICROSOFT CORP | 23 | Q3 2023 | 22.2% |
| APPLE INC | 23 | Q4 2019 | 17.8% |
| ALIBABA GROUP HLDG LTD | 23 | Q1 2023 | 11.2% |
View PARUS FINANCE (UK) Ltd's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
View PARUS FINANCE (UK) Ltd's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.