Parus Finance as of March 31, 2014
Portfolio Holdings for Parus Finance
Parus Finance holds 25 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Facebook Inc cl a (META) | 10.3 | $38M | 625k | 60.24 | |
| 9.0 | $33M | 30k | 1114.51 | ||
| MGIC Investment (MTG) | 8.4 | $31M | 3.6M | 8.52 | |
| Radian (RDN) | 6.0 | $22M | 1.5M | 15.03 | |
| American Express Company (AXP) | 5.2 | $19M | 212k | 90.03 | |
| D.R. Horton (DHI) | 4.8 | $18M | 820k | 21.65 | |
| Goldman Sachs (GS) | 4.8 | $18M | 108k | 163.85 | |
| priceline.com Incorporated | 4.5 | $16M | 14k | 1191.88 | |
| Bank of America Corporation (BAC) | 4.5 | $16M | 952k | 17.20 | |
| Pulte (PHM) | 4.4 | $16M | 843k | 19.19 | |
| Visa (V) | 4.3 | $16M | 73k | 215.87 | |
| Lennar Corporation (LEN) | 4.3 | $16M | 396k | 39.62 | |
| Tesla Motors (TSLA) | 4.3 | $16M | 75k | 208.46 | |
| Toll Brothers (TOL) | 3.9 | $14M | 402k | 35.90 | |
| Linkedin Corp | 3.6 | $13M | 71k | 184.94 | |
| Amazon (AMZN) | 3.1 | $11M | 34k | 336.38 | |
| MasterCard Incorporated (MA) | 3.1 | $11M | 150k | 74.70 | |
| eBay (EBAY) | 3.0 | $11M | 197k | 55.24 | |
| Zillow | 2.4 | $8.7M | 99k | 88.10 | |
| SanDisk Corporation | 1.8 | $6.5M | 80k | 81.19 | |
| Yelp Inc cl a (YELP) | 1.4 | $5.3M | 69k | 76.93 | |
| 3D Systems Corporation (DDD) | 0.9 | $3.3M | 56k | 59.15 | |
| Stratasys (SSYS) | 0.8 | $3.1M | 29k | 106.10 | |
| Tripadvisor (TRIP) | 0.7 | $2.7M | 30k | 90.58 | |
| 0.5 | $1.8M | 38k | 46.68 |
