Veritas Asset Management LLP Q1 2017 Filing
Filed May 11, 2017
Portfolio Value
$11.1T
Holdings
28
Report Date
Q1 2017
Filing Type
13F-HR
All Holdings (28 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CHTRCHARTER COMMUNICATIONS INC | 3,581,436 | $1.2T | 10.58% | |
| 2 | CMCSACOMCAST CORP NEW | 28,984,560 | $1.1T | 9.83% | |
| 3 | UNHUNITEDHEALTH GROUP INC | 4,891,989 | $802.3B | 7.24% | |
| 4 | TSMTAIWAN SEMICONDUCTOR | 23,219,882 | $762.5B | 6.88% | |
| 5 | —ALLERGAN PLC | 3,186,586 | $761.3B | 6.87% | |
| 6 | GOOGLALPHABET INC | 873,283 | $740.4B | 6.68% | |
| 7 | AXPAMERICAN EXPRESS CO | 8,944,727 | $707.6B | 6.39% | |
| 8 | ORCLORACLE CORP | 15,201,450 | $678.1B | 6.12% | |
| 9 | MSFTMICROSOFT CORP | 9,492,366 | $625.2B | 5.64% | |
| 10 | CVSCVS HEALTH CORP | 7,572,808 | $594.5B | 5.36% | |
| 11 | BAXBAXTER INTERNATIONAL INC | 9,951,759 | $516.1B | 4.66% | |
| 12 | —EXPRESS SCRIPTS HOLDING CO | 7,240,323 | $477.2B | 4.31% | |
| 13 | BIDUNBAIDU INC | 2,483,611 | $428.5B | 3.87% | |
| 14 | —CHECK POINT SOFTWARE TECH | 4,008,617 | $411.5B | 3.71% | |
| 15 | XRAYDENTSPLY SIRONA INC | 6,043,539 | $377.4B | 3.41% | |
| 16 | WATWATERS CORP | 2,413,863 | $377.3B | 3.41% | |
| 17 | CERNCHFCERNER CORP | 3,172,900 | $186.7B | 1.69% | |
| 18 | TMOTHERMO FISHER SCIENTIFIC INC | 1,144,500 | $175.8B | 1.59% | |
| 19 | WELLWELLTOWER INC | 793,000 | $56.2B | 0.51% | |
| 20 | PFEPFIZER INC | 1,593,400 | $54.5B | 0.49% | |
| 21 | —STERICYCLE INC | 742,000 | $53.1B | 0.48% | |
| 22 | MCOMOODY'S CORP | 123,200 | $13.8B | 0.12% | |
| 23 | BABAALIBABA GROUP HOLDING | 50,000 | $5.4B | 0.05% | |
| 24 | GOOGALPHABET INC | 5,848 | $4.9B | 0.04% | |
| 25 | FNVFRANCO-NEVADA CORP | 61,000 | $4.0B | 0.04% | |
| 26 | —SHIRE PLC | 14,612 | $2.5B | 0.02% | |
| 27 | —CHINA BIOLOGIC PRODUCTS INC | 20,000 | $2.0B | 0.02% | |
| 28 | —GRIDSUM HOLDING INC | 20,000 | $266.0M | 0.00% |