International Equities on WebNotes

Alphabet (Google) at PPFCF

Sat, 16 May 2026 00:00:00 +0000

Lead

Alphabet Inc. , the parent holding company of Google , has been one of the most enduring international positions in the Parag Parikh Flexi Cap Fund (PPFCF). It was among the first foreign-listed equities held by the scheme after its launch in May 2013, when the fund still carried the name Parag Parikh Long Term Value Fund (PPLTVF). The position became a foundational template for PPFAS Mutual Fund ’s international-diversification strategy and remains a cornerstone of the fund’s foreign-equity sleeve.

Amazon at PPFCF

Sat, 16 May 2026 00:00:00 +0000

Lead

Amazon.com, Inc. has been one of the most significant international holdings of the Parag Parikh Flexi Cap Fund (PPFCF) over its history. During a disclosure period in 2025 it was the single largest equity position in the scheme at 8.51 per cent of net assets, edging ahead of ITC at PPFCF at 7.99 per cent and Alphabet at PPFCF at 7.08 per cent. The position was first established when PPFCF still carried the name Parag Parikh Long Term Value Fund (PPLTVF) and has been retained through the Amazon Web Services (AWS) scaling, the international e-commerce expansion and the post-pandemic capital-allocation reset.

Berkshire Hathaway class B at PPFCF (historic)

Sat, 16 May 2026 00:00:00 +0000

Lead

Berkshire Hathaway Inc. class B shares have appeared periodically in the foreign-equity sleeve of the Parag Parikh Flexi Cap Fund (PPFCF) over the scheme’s history. Unlike the four continuously held technology anchors, Alphabet at PPFCF , Microsoft at PPFCF , Amazon at PPFCF and Meta Platforms at PPFCF , Berkshire has been a periodic rather than continuous holding. The position has appeared and disappeared from various factsheets depending on valuation, currency considerations and the relative attractiveness of other foreign opportunities.

Meta Platforms at PPFCF

Sat, 16 May 2026 00:00:00 +0000

Lead

Meta Platforms, Inc. , formerly Facebook, Inc., has been one of the four anchor international holdings of the Parag Parikh Flexi Cap Fund (PPFCF) since the early years of the scheme. The position was initiated when the company was still listed as Facebook Inc. on Nasdaq and has been retained through the corporate rebranding to Meta Platforms in October 2021, the substantial Reality Labs investment cycle and the subsequent reset towards artificial intelligence and operational discipline.

Microsoft at PPFCF

Sat, 16 May 2026 00:00:00 +0000

Lead

Microsoft Corporation has been a sustained, long-term international holding of the Parag Parikh Flexi Cap Fund (PPFCF) since the earlier years of the scheme. The position was built when PPFCF still carried the name Parag Parikh Long Term Value Fund (PPLTVF), and it has been retained through the Satya Nadella reinvention of the company, the rise of Microsoft Azure as the second-largest public cloud, and the post-2022 transition into artificial intelligence and Copilot products.