Parus Finance

Parus Finance as of Sept. 30, 2013

Portfolio Holdings for Parus Finance

Parus Finance holds 25 positions in its portfolio as reported in the September 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Facebook Inc cl a (META) 10.3 $33M 655k 50.23
Google 8.1 $26M 29k 875.92
Tesla Motors (TSLA) 6.1 $20M 101k 193.37
Bank of America Corporation (BAC) 5.9 $19M 1.4M 13.80
Visa (V) 5.4 $17M 90k 191.10
priceline.com Incorporated 5.4 $17M 17k 1010.95
MGIC Investment (MTG) 5.1 $16M 2.2M 7.28
American Express Company (AXP) 5.0 $16M 209k 75.52
Goldman Sachs (GS) 4.8 $15M 96k 158.21
Linkedin Corp 4.7 $15M 61k 246.06
MasterCard Incorporated (MA) 4.4 $14M 21k 672.79
Radian (RDN) 3.9 $12M 889k 13.93
eBay (EBAY) 3.6 $12M 207k 55.80
Amazon (AMZN) 3.5 $11M 36k 312.64
D.R. Horton (DHI) 3.5 $11M 570k 19.43
Zillow 3.3 $11M 126k 84.30
Pulte (PHM) 2.9 $9.2M 558k 16.50
Lennar Corporation (LEN) 2.8 $9.0M 253k 35.40
Toll Brothers (TOL) 2.5 $8.1M 249k 32.43
Qualcomm (QCOM) 2.5 $7.9M 117k 67.32
SanDisk Corporation 2.3 $7.3M 123k 59.51
Yelp Inc cl a (YELP) 1.2 $3.8M 58k 66.17
OpenTable 1.0 $3.2M 46k 69.98
3D Systems Corporation (DDD) 1.0 $3.2M 59k 54.00
Stratasys (SSYS) 1.0 $3.1M 31k 101.26