Parus Finance as of Dec. 31, 2014
Portfolio Holdings for Parus Finance
Parus Finance holds 22 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Facebook Inc cl a (META) | 12.7 | $62M | 797k | 78.02 | |
| MGIC Investment (MTG) | 9.3 | $46M | 4.9M | 9.32 | |
| 9.1 | $45M | 85k | 530.66 | ||
| Radian (RDN) | 8.0 | $39M | 2.4M | 16.72 | |
| Goldman Sachs (GS) | 7.3 | $36M | 185k | 193.83 | |
| D.R. Horton (DHI) | 6.1 | $30M | 1.2M | 25.29 | |
| American Express Company (AXP) | 5.9 | $29M | 311k | 93.04 | |
| Lennar Corporation (LEN) | 5.5 | $27M | 603k | 44.81 | |
| priceline.com Incorporated | 5.2 | $26M | 23k | 1140.23 | |
| Linkedin Corp | 4.5 | $22M | 96k | 229.71 | |
| Pulte (PHM) | 3.8 | $19M | 873k | 21.46 | |
| Toll Brothers (TOL) | 3.7 | $18M | 528k | 34.27 | |
| Tesla Motors (TSLA) | 3.5 | $17M | 77k | 222.41 | |
| Baidu (BIDU) | 3.4 | $17M | 73k | 227.97 | |
| Amazon (AMZN) | 3.1 | $15M | 49k | 310.35 | |
| eBay (EBAY) | 2.3 | $12M | 205k | 56.12 | |
| Zillow | 1.7 | $8.2M | 78k | 105.89 | |
| SanDisk Corporation | 1.6 | $7.7M | 78k | 97.98 | |
| MasterCard Incorporated (MA) | 1.4 | $6.7M | 77k | 86.16 | |
| Trulia | 0.8 | $4.2M | 91k | 46.03 | |
| 0.7 | $3.2M | 89k | 35.87 | ||
| Washington Prime (WB) | 0.6 | $3.1M | 220k | 14.24 |
