Parus Finance as of Sept. 30, 2014
Portfolio Holdings for Parus Finance
Parus Finance holds 26 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Facebook Inc cl a (META) | 13.1 | $67M | 842k | 79.04 | |
| MGIC Investment (MTG) | 7.4 | $38M | 4.8M | 7.81 | |
| 7.3 | $37M | 63k | 588.41 | ||
| Goldman Sachs (GS) | 6.6 | $33M | 182k | 183.57 | |
| Radian (RDN) | 6.5 | $33M | 2.3M | 14.26 | |
| Tesla Motors (TSLA) | 6.2 | $31M | 129k | 242.68 | |
| American Express Company (AXP) | 5.3 | $27M | 308k | 87.54 | |
| Linkedin Corp | 5.3 | $27M | 130k | 207.79 | |
| priceline.com Incorporated | 5.1 | $26M | 22k | 1158.56 | |
| D.R. Horton (DHI) | 4.7 | $24M | 1.2M | 20.52 | |
| Lennar Corporation (LEN) | 4.6 | $23M | 597k | 38.83 | |
| Amazon (AMZN) | 4.0 | $20M | 63k | 322.44 | |
| Toll Brothers (TOL) | 3.2 | $16M | 523k | 31.16 | |
| Pulte (PHM) | 3.0 | $15M | 865k | 17.66 | |
| 2.4 | $12M | 234k | 51.58 | ||
| Google Inc Class C | 2.4 | $12M | 21k | 577.34 | |
| Baidu (BIDU) | 2.4 | $12M | 55k | 218.22 | |
| eBay (EBAY) | 2.3 | $12M | 202k | 56.63 | |
| SanDisk Corporation | 1.5 | $7.7M | 79k | 97.95 | |
| Tripadvisor (TRIP) | 1.2 | $6.2M | 68k | 91.42 | |
| MasterCard Incorporated (MA) | 1.1 | $5.7M | 77k | 73.92 | |
| Zillow | 1.0 | $5.2M | 45k | 116.00 | |
| Yelp Inc cl a (YELP) | 1.0 | $4.9M | 71k | 68.25 | |
| Trulia | 0.9 | $4.4M | 91k | 48.90 | |
| Washington Prime (WB) | 0.8 | $4.1M | 220k | 18.69 | |
| Stratasys (SSYS) | 0.8 | $3.8M | 32k | 120.77 |
