Parus Finance as of June 30, 2014
Portfolio Holdings for Parus Finance
Parus Finance holds 26 positions in its portfolio as reported in the June 2014 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Facebook Inc cl a (META) | 12.1 | $58M | 864k | 67.29 | |
| MGIC Investment (MTG) | 8.9 | $43M | 4.6M | 9.24 | |
| 7.1 | $34M | 59k | 584.67 | ||
| Radian (RDN) | 6.0 | $29M | 2.0M | 14.81 | |
| American Express Company (AXP) | 5.9 | $28M | 296k | 94.87 | |
| D.R. Horton (DHI) | 5.8 | $28M | 1.1M | 24.58 | |
| Tesla Motors (TSLA) | 5.5 | $26M | 109k | 240.06 | |
| Goldman Sachs (GS) | 5.3 | $26M | 153k | 167.44 | |
| Lennar Corporation (LEN) | 5.0 | $24M | 574k | 41.98 | |
| Bank of America Corporation (BAC) | 4.6 | $22M | 1.4M | 15.37 | |
| Linkedin Corp | 4.1 | $20M | 116k | 171.47 | |
| Amazon (AMZN) | 4.1 | $20M | 60k | 324.78 | |
| Toll Brothers (TOL) | 3.9 | $19M | 502k | 36.90 | |
| priceline.com Incorporated | 3.8 | $18M | 15k | 1203.03 | |
| Pulte (PHM) | 3.5 | $17M | 831k | 20.16 | |
| Google Inc Class C | 2.8 | $13M | 23k | 575.28 | |
| eBay (EBAY) | 2.0 | $9.7M | 194k | 50.06 | |
| SanDisk Corporation | 1.7 | $8.2M | 79k | 104.44 | |
| Tripadvisor (TRIP) | 1.5 | $7.4M | 68k | 108.66 | |
| MasterCard Incorporated (MA) | 1.1 | $5.4M | 74k | 73.46 | |
| Yelp Inc cl a (YELP) | 1.1 | $5.2M | 68k | 76.69 | |
| Washington Prime (WB) | 0.9 | $4.3M | 211k | 20.48 | |
| Baidu (BIDU) | 0.9 | $4.2M | 23k | 186.81 | |
| 0.8 | $3.9M | 96k | 40.97 | ||
| Zillow | 0.7 | $3.5M | 25k | 142.91 | |
| Stratasys (SSYS) | 0.7 | $3.4M | 30k | 113.64 |
