Veritas Asset Management LLP Q1 2018 Filing
Filed May 2, 2018
Portfolio Value
$12.4T
Holdings
31
Report Date
Q1 2018
Filing Type
13F-HR
All Holdings (31 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CMCSACOMCAST CORP NEW | 34,215,473 | $1.2T | 9.46% | |
| 2 | AXPAMERICAN EXPRESS CO | 11,996,953 | $1.1T | 9.06% | |
| 3 | CHTRCHARTER COMMUNICATIONS INC | 2,682,381 | $834.8B | 6.76% | |
| 4 | MSFTMICROSOFT CORP | 8,735,725 | $797.3B | 6.45% | |
| 5 | TMOTHERMO FISHER SCIENTIFIC INC | 3,485,259 | $719.6B | 5.82% | |
| 6 | QCOMQUALCOMM INC | 12,947,065 | $717.4B | 5.81% | |
| 7 | CVSCVS HEALTH CORP | 11,381,924 | $708.1B | 5.73% | |
| 8 | —ALLERGAN INC COM USD0.01 | 3,967,612 | $667.7B | 5.40% | |
| 9 | GOOGLALPHABET INC | 639,171 | $662.9B | 5.37% | |
| 10 | UNHUNITEDHEALTH GROUP INC | 3,039,379 | $650.4B | 5.26% | |
| 11 | BAXBAXTER INTERNATIONAL INC | 9,544,502 | $620.8B | 5.02% | |
| 12 | BIDUNBAIDU INC | 2,135,439 | $476.6B | 3.86% | |
| 13 | —CHECK POINT SOFTWARE TECH | 4,647,273 | $461.7B | 3.74% | |
| 14 | XRAYDENTSPLY SIRONA INC | 8,417,655 | $423.5B | 3.43% | |
| 15 | CICIGNA CORP | 2,442,323 | $409.7B | 3.32% | |
| 16 | WATWATERS CORP | 1,965,811 | $390.5B | 3.16% | |
| 17 | METAFACEBOOK INC | 2,305,500 | $368.4B | 2.98% | |
| 18 | ORCLORACLE CORP | 7,574,245 | $346.5B | 2.80% | |
| 19 | —EXPRESS SCRIPTS HOLDING CO | 3,243,707 | $224.1B | 1.81% | |
| 20 | CERNCHFCERNER CORP | 3,648,772 | $211.6B | 1.71% | |
| 21 | BKIEURBLACK KNIGHT INC | 2,746,394 | $129.4B | 1.05% | |
| 22 | BABAALIBABA GROUP HOLDING | 278,915 | $51.2B | 0.41% | |
| 23 | PFEPFIZER INC | 1,406,400 | $49.9B | 0.40% | |
| 24 | WELLWELLTOWER INC | 816,000 | $44.4B | 0.36% | |
| 25 | TALTAL EDUCATION GROUP | 810,000 | $30.0B | 0.24% | |
| 26 | HDBHDFC BANK LTD | 250,000 | $24.7B | 0.20% | |
| 27 | —STERICYCLE INC | 462,000 | $20.9B | 0.17% | |
| 28 | CTRPUSDCTRIP COM INTERNATIONAL LTD | 300,000 | $14.0B | 0.11% | |
| 29 | —CHINA LODGING GROUP | 41,000 | $5.4B | 0.04% | |
| 30 | FNVFRANCO-NEVADA CORP | 61,000 | $4.2B | 0.03% | |
| 31 | —BITAUTO HOLDINGS LTD | 20,000 | $423.0M | 0.00% |