Parus Finance as of March 31, 2013
Portfolio Holdings for Parus Finance
Parus Finance holds 35 positions in its portfolio as reported in the March 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| 7.8 | $14M | 18k | 794.21 | ||
| Bank of America Corporation (BAC) | 7.1 | $13M | 1.1M | 12.18 | |
| Visa (V) | 6.6 | $12M | 71k | 169.84 | |
| American Express Company (AXP) | 6.2 | $11M | 166k | 67.46 | |
| Capital One Financial (COF) | 5.0 | $9.1M | 165k | 54.95 | |
| Goldman Sachs (GS) | 4.9 | $8.9M | 61k | 147.16 | |
| priceline.com Incorporated | 4.6 | $8.3M | 12k | 688.13 | |
| Facebook Inc cl a (META) | 4.5 | $8.1M | 318k | 25.58 | |
| Amazon (AMZN) | 4.5 | $8.0M | 30k | 266.49 | |
| eBay (EBAY) | 4.4 | $8.0M | 147k | 54.22 | |
| MasterCard Incorporated (MA) | 4.4 | $8.0M | 15k | 541.16 | |
| Qualcomm (QCOM) | 4.4 | $7.9M | 118k | 66.94 | |
| Apple (AAPL) | 3.2 | $5.7M | 13k | 442.64 | |
| SanDisk Corporation | 2.6 | $4.8M | 87k | 54.97 | |
| Linkedin Corp | 2.4 | $4.3M | 24k | 176.07 | |
| F5 Networks (FFIV) | 2.0 | $3.7M | 42k | 89.09 | |
| Wells Fargo & Company (WFC) | 2.0 | $3.6M | 97k | 36.99 | |
| VMware | 2.0 | $3.6M | 46k | 78.89 | |
| D.R. Horton (DHI) | 1.9 | $3.5M | 145k | 24.30 | |
| JPMorgan Chase & Co. (JPM) | 1.9 | $3.5M | 74k | 47.46 | |
| EMC Corporation | 1.9 | $3.5M | 147k | 23.89 | |
| NetApp (NTAP) | 1.9 | $3.4M | 100k | 34.16 | |
| Pulte (PHM) | 1.6 | $2.9M | 146k | 20.24 | |
| Red Hat | 1.6 | $2.9M | 58k | 50.57 | |
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 1.5 | $2.7M | 58k | 46.99 | |
| MGIC Investment (MTG) | 1.3 | $2.4M | 490k | 4.95 | |
| Lennar Corporation (LEN) | 1.2 | $2.2M | 52k | 41.48 | |
| OpenTable | 1.1 | $2.1M | 33k | 62.99 | |
| Broadcom Corporation | 0.9 | $1.7M | 48k | 34.69 | |
| VASCO Data Security International | 0.9 | $1.6M | 195k | 8.44 | |
| Stratasys (SSYS) | 0.9 | $1.6M | 22k | 74.20 | |
| 3D Systems Corporation (DDD) | 0.8 | $1.4M | 42k | 32.24 | |
| Radian (RDN) | 0.7 | $1.2M | 115k | 10.71 | |
| Zillow | 0.7 | $1.2M | 22k | 54.68 | |
| Toll Brothers (TOL) | 0.5 | $878k | 26k | 34.23 |
