Veritas Asset Management LLP Q1 2019 Filing
Filed May 2, 2019
Portfolio Value
$11.1T
Holdings
24
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CHTRCHARTER COMMUNICATIONS INC N | 3,757,663 | $1.3T | 11.72% | |
| 2 | TMOTHERMO FISHER SCIENTIFIC INC | 2,916,727 | $798.4B | 7.18% | |
| 3 | GOOGLALPHABET INC | 673,076 | $792.1B | 7.12% | |
| 4 | CMCSACOMCAST CORP NEW | 19,648,649 | $785.6B | 7.06% | |
| 5 | CICIGNA CORP NEW | 4,605,129 | $740.6B | 6.66% | |
| 6 | MSFTMICROSOFT CORP | 6,239,712 | $735.9B | 6.62% | |
| 7 | AXPAMERICAN EXPRESS CO | 6,551,519 | $716.1B | 6.44% | |
| 8 | METAFACEBOOK INC | 4,115,787 | $686.1B | 6.17% | |
| 9 | XRAYDENTSPLY SIRONA INC | 13,549,320 | $671.9B | 6.04% | |
| 10 | CVSCVS HEALTH CORP | 12,179,058 | $656.8B | 5.90% | |
| 11 | BAXBAXTER INTL INC | 7,850,949 | $638.4B | 5.74% | |
| 12 | UNHUNITEDHEALTH GROUP INC | 2,453,197 | $606.6B | 5.45% | |
| 13 | 4I1PHILIP MORRIS INTL INC | 6,548,888 | $578.9B | 5.20% | |
| 14 | SPGIS&P GLOBAL INC | 2,214,707 | $466.3B | 4.19% | |
| 15 | —ALLERGAN PLC | 2,574,713 | $377.0B | 3.39% | |
| 16 | COOCOOPER COS INC | 981,302 | $290.6B | 2.61% | |
| 17 | BABAALIBABA GROUP HLDG LTD | 731,815 | $133.5B | 1.20% | |
| 18 | WELLWELLTOWER INC | 565,900 | $43.9B | 0.39% | |
| 19 | CTRPUSDCTRIP COM INTL LTD | 800,000 | $35.0B | 0.31% | |
| 20 | HDBHDFC BANK LTD | 275,000 | $31.9B | 0.29% | |
| 21 | PFEPFIZER INC | 605,600 | $25.7B | 0.23% | |
| 22 | FNVFRANCO NEVADA CORP | 108,400 | $8.1B | 0.07% | |
| 23 | ONCBEIGENE LTD | 6,000 | $792.0M | 0.01% | |
| 24 | VIPSVIPSHOP HLDGS LTD | 80,000 | $642.0M | 0.01% |