Veritas Asset Management LLP Q1 2020 Filing
Filed May 7, 2020
Portfolio Value
$12.6T
Holdings
32
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (32 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CHTRCHARTER COMMUNICATIONS INC N | 3,291,501 | $1.4T | 11.41% | |
| 2 | GOOGLALPHABET INC | 1,180,261 | $1.4T | 10.89% | |
| 3 | METAFACEBOOK INC | 5,429,609 | $905.7B | 7.19% | |
| 4 | CICIGNA CORP NEW | 4,214,429 | $746.7B | 5.93% | |
| 5 | BAXBAXTER INTL INC | 8,952,949 | $726.9B | 5.77% | |
| 6 | CP.TOCANADIAN PAC RY LTD | 3,293,700 | $723.3B | 5.74% | |
| 7 | OPTUALTICE USA INC | 29,458,575 | $656.6B | 5.22% | |
| 8 | ICEINTERCONTINENTAL EXCHANGE IN | 8,111,300 | $655.0B | 5.20% | |
| 9 | UNHUNITEDHEALTH GROUP INC | 2,617,597 | $652.8B | 5.18% | |
| 10 | CVSCVS HEALTH CORP | 10,235,658 | $607.3B | 4.82% | |
| 11 | BABAALIBABA GROUP HLDG LTD | 2,961,015 | $575.9B | 4.57% | |
| 12 | MAMASTERCARD INC | 2,275,200 | $549.6B | 4.36% | |
| 13 | RTN1USDRAYTHEON CO | 4,152,575 | $544.6B | 4.33% | |
| 14 | TMOTHERMO FISHER SCIENTIFIC INC | 1,836,532 | $520.8B | 4.14% | |
| 15 | 4I1PHILIP MORRIS INTL INC | 6,454,488 | $470.9B | 3.74% | |
| 16 | COOCOOPER COS INC | 1,484,115 | $409.1B | 3.25% | |
| 17 | ABTABBOTT LABS | 5,049,041 | $398.4B | 3.16% | |
| 18 | BDXBECTON DICKINSON & CO | 1,492,700 | $343.0B | 2.72% | |
| 19 | TALTAL EDUCATION GROUP | 1,500,000 | $79.9B | 0.63% | |
| 20 | SESEA LTD | 1,035,716 | $45.9B | 0.36% | |
| 21 | HDBHDFC BANK LTD | 1,146,000 | $44.1B | 0.35% | |
| 22 | EDUNEW ORIENTAL ED & TECH GRP I | 392,000 | $42.4B | 0.34% | |
| 23 | CSCOCISCO SYS INC | 618,000 | $24.3B | 0.19% | |
| 24 | MSMMSC INDL DIRECT INC | 382,200 | $21.0B | 0.17% | |
| 25 | FNVFRANCO NEVADA CORP | 110,500 | $11.0B | 0.09% | |
| 26 | WELLWELLTOWER INC | 203,100 | $9.3B | 0.07% | |
| 27 | MSFTMICROSOFT CORP | 56,910 | $9.0B | 0.07% | |
| 28 | PFEPFIZER INC | 232,400 | $7.6B | 0.06% | |
| 29 | YUMCYUM CHINA HLDGS INC | 23,000 | $980.0M | 0.01% | |
| 30 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 15,000 | $717.0M | 0.01% | |
| 31 | ONCBEIGENE LTD | 4,000 | $492.0M | 0.00% | |
| 32 | CTVACORTEVA INC | 13,500 | $317.0M | 0.00% |