Veritas Asset Management LLP Q1 2021 Filing
Filed May 13, 2021
Portfolio Value
$18.3T
Holdings
35
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (35 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGLALPHABET INC | 1,059,728 | $2.2T | 11.97% | |
| 2 | CHTRCHARTER COMMUNICATIONS INC N | 2,576,310 | $1.6T | 8.71% | |
| 3 | CP.TOCANADIAN PAC RY LTD | 3,217,558 | $1.2T | 6.68% | |
| 4 | FISVFISERV INC | 8,584,221 | $1.0T | 5.60% | |
| 5 | UNHUNITEDHEALTH GROUP INC | 2,572,968 | $957.3B | 5.24% | |
| 6 | BAXBAXTER INTL INC | 11,208,149 | $945.3B | 5.18% | |
| 7 | COOCOOPER COS INC | 2,347,080 | $901.5B | 4.94% | |
| 8 | MSFTMICROSOFT CORP | 3,686,968 | $869.3B | 4.76% | |
| 9 | CVSCVS HEALTH CORP | 11,420,343 | $859.2B | 4.71% | |
| 10 | METAFACEBOOK INC | 2,858,612 | $841.9B | 4.61% | |
| 11 | MAMASTERCARD INCORPORATED | 2,226,863 | $792.9B | 4.34% | |
| 12 | BABAALIBABA GROUP HLDG LTD | 3,266,987 | $740.7B | 4.06% | |
| 13 | ICEINTERCONTINENTAL EXCHANGE IN | 6,452,378 | $720.6B | 3.95% | |
| 14 | MCOMOODYS CORP | 2,408,111 | $719.1B | 3.94% | |
| 15 | TMOTHERMO FISHER SCIENTIFIC INC | 1,559,497 | $711.7B | 3.90% | |
| 16 | BDXBECTON DICKINSON & CO | 2,770,911 | $673.7B | 3.69% | |
| 17 | ABTABBOTT LABS | 4,848,758 | $581.1B | 3.18% | |
| 18 | CTLTEURCATALENT INC | 4,820,453 | $507.6B | 2.78% | |
| 19 | CSGPCOSTAR GROUP INC | 482,781 | $396.8B | 2.17% | |
| 20 | SESEA LTD | 1,576,752 | $352.0B | 1.93% | |
| 21 | ILMNILLUMINA INC | 544,135 | $209.0B | 1.14% | |
| 22 | PDDPINDUODUO INC | 1,363,826 | $182.6B | 1.00% | |
| 23 | BEKEKE HLDGS INC | 1,984,456 | $113.1B | 0.62% | |
| 24 | CSCOCISCO SYS INC | 566,100 | $29.3B | 0.16% | |
| 25 | 4I1PHILIP MORRIS INTL INC | 302,900 | $26.9B | 0.15% | |
| 26 | MSMMSC INDL DIRECT INC | 291,100 | $26.3B | 0.14% | |
| 27 | GDGENERAL DYNAMICS CORP | 113,300 | $20.6B | 0.11% | |
| 28 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 160,477 | $19.0B | 0.10% | |
| 29 | KOCOCA COLA CO | 328,900 | $17.3B | 0.09% | |
| 30 | HDBHDFC BANK LTD | 143,642 | $11.2B | 0.06% | |
| 31 | WELLWELLTOWER INC | 132,500 | $9.5B | 0.05% | |
| 32 | FNVFRANCO NEV CORP | 43,686 | $5.5B | 0.03% | |
| 33 | CTVACORTEVA INC | 14,200 | $662.0M | 0.00% | |
| 34 | —YATSEN HLDG LTD | 50,000 | $617.0M | 0.00% | |
| 35 | SBUXSTARBUCKS CORP | 2,000 | $219.0M | 0.00% |