PARUS FINANCE (UK) Ltd — Q3 2015 13F Holdings

Name: PARUS FINANCE (UK) Ltd — 13F Holdings, Q3 2015
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001611519

Total reported value

$334.5M

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	META	Meta Platforms Inc-class A	Stock-Comm Services	19.87%	-0.51%	+7.46%
2	GOOG	Alphabet A	Stock-Comm Services	17.18%	—	+25.97%
3	MTG	Mgic Investment CORP	Stock-Financials	11.53%	—	+7.34%
4	AAPL	Apple INC	Stock-Tech	11.31%	—	+0.24%
5	DHI	Dr Horton INC	Stock-Consumer Disc	9.62%	—	+7.21%
6	RDN	Radian Group INC	Stock-Financials	8.49%	—	-7.37%
7	LEN	Lennar Corp-a	Stock-Consumer Disc	7.93%	—	+6.00%
8	Z	Zillow Group, Inc.	Stock-Comm Services	5.44%	—	+772.00%
9	CRTO	Criteo Sa-spon Adr	Stock-Other	4.17%	—	+77.32%
10	BKNG	Booking Hldgs INC	Stock-Consumer Disc	1.89%	—	-41.37%
11	TSLA	Tesla INC	Stock-Consumer Disc	1.33%	-0.02%	+0.93%
12	✓	Linkedin CORP	Stock-Other	1.26%	—	+0.96%

Position changes disclosed by PARUS FINANCE (UK) Ltd for the quarter ending Q3 2015, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	GOOG	Alphabet A	+7.5%	+25.97%	Add
2	META	Meta Platforms Inc-class A	+5.1%	+7.46%	Add
3	Z	Zillow Group, Inc.	+3.9%	+772.00%	Add
4	DHI	Dr Horton INC	+2.6%	+7.21%	Add
5	CRTO	Criteo Sa-spon Adr	+1.7%	+77.32%	Add
6	LEN	Lennar Corp-a	+1.3%	+6.00%	Add
7	AAPL	Apple INC	+0.6%	+0.24%	Add
8	MTG	Mgic Investment CORP	+0.5%	+7.34%	Add
9	TSLA	Tesla INC	+0.1%	+0.93%	Add
10	✓	Linkedin CORP	+0.1%	+0.96%	Add
11	RDN	Radian Group INC	-0.6%	-7.37%	Trim
12	BKNG	Booking Hldgs INC	-0.6%	-41.37%	Trim
13	GS	Goldman Sachs Group INC	—	EXIT	Sold out
14	TOL	Toll Brothers INC	—	EXIT	Sold out
15	BIDU	Baidu INC - Spon Adr	—	EXIT	Sold out
16	PHM	Pultegroup INC	—	EXIT	Sold out
17	AMZN	Amazon.com INC	—	EXIT	Sold out