Dark
Light
System
Institutional Investment Manager
PARUS FINANCE (UK) Ltd
PARUS FINANCE (UK) Ltd (CIK: 0001611519), located at 100 Pall Mall, London, X0. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q1)
Original 13F HR (0000902664-14-002939) filed in 2014.06.26
#
Name
Shares
Value ($)
%
Options
Notes
1 MGIC INVT CORP WIS 3,621,917 30,859 8.42%
2 RADIAN GROUP INC 1,454,981 21,868 5.97%
3 BANK AMER CORP 951,993 16,374 4.47%
4 PULTE GROUP INC 842,874 16,175 4.42%
5 D R HORTON INC 820,131 17,756 4.85%
6 FACEBOOK INC 625,023 37,651 10.28%
7 TOLL BROTHERS INC 401,450 14,412 3.93%
8 LENNAR CORP 395,778 15,681 4.28%
9 AMERICAN EXPRESS CO 212,366 19,119 5.22%
10 EBAY INC 197,153 10,891 2.97%
11 MASTERCARD INCORPORATED 150,336 11,230 3.07%
12 GOLDMAN SACHS GROUP INC 107,713 17,649 4.82%
13 Zillow, Inc. 98,761 8,701 2.38%
14 SANDISK CORP 79,949 6,491 1.77%
15 TESLA INC 74,831 15,599 4.26%
16 VISA INC 73,356 15,835 4.32%
17 Intuit Inc 70,554 13,048 3.56%
18 YELP INC 69,039 5,311 1.45%
19 3D SYSTEMS CORP 56,293 3,330 0.91%
20 TWITTER INC 38,220 1,784 0.49%
21 AMAZON COM INC 33,813 11,374 3.11%
22 TRIPADVISOR INC 30,107 2,727 0.74%
23 Alphabet Inc Class A 29,535 32,917 8.99%
24 STRATASYS LTD 29,076 3,085 0.84%
25 PRICELINE GROUP INC/THE 13,785 16,430 4.49%