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 |
