Veritas Asset Management LLP Q1 2023 Filing
Filed May 10, 2023
Portfolio Value
$13.5T
Holdings
34
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (34 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 4,462,912 | $1.3T | 9.51% | |
| 2 | GOOGLALPHABET INC | 12,090,401 | $1.3T | 9.27% | |
| 3 | CP.TOCANADIAN PAC RY LTD | 13,628,119 | $1.0T | 7.75% | |
| 4 | CHTRCHARTER COMMUNICATIONS INC N | 2,854,540 | $1.0T | 7.54% | |
| 5 | FISVFISERV INC | 8,367,199 | $945.7B | 6.99% | |
| 6 | AMZNAMAZON COM INC | 7,880,925 | $814.0B | 6.01% | |
| 7 | COOCOOPER COS INC | 2,088,761 | $779.9B | 5.76% | |
| 8 | ICEINTERCONTINENTAL EXCHANGE IN | 7,450,402 | $777.0B | 5.74% | |
| 9 | MAMASTERCARD INCORPORATED | 2,079,065 | $755.6B | 5.58% | |
| 10 | UNHUNITEDHEALTH GROUP INC | 1,458,428 | $689.2B | 5.09% | |
| 11 | TMOTHERMO FISHER SCIENTIFIC INC | 1,008,455 | $581.2B | 4.29% | |
| 12 | BUWABIO RAD LABS INC | 1,150,938 | $551.3B | 4.07% | |
| 13 | BDXBECTON DICKINSON & CO | 2,064,114 | $510.9B | 3.78% | |
| 14 | CTLTEURCATALENT INC | 6,885,115 | $452.4B | 3.34% | |
| 15 | CVSCVS HEALTH CORP | 5,921,949 | $440.1B | 3.25% | |
| 16 | MCOMOODYS CORP | 1,368,862 | $418.9B | 3.09% | |
| 17 | METAMETA PLATFORMS INC | 1,753,914 | $371.7B | 2.75% | |
| 18 | ILMNILLUMINA INC | 1,550,097 | $360.5B | 2.66% | |
| 19 | PDDPDD HOLDINGS INC | 2,325,200 | $176.5B | 1.30% | |
| 20 | HTHTH WORLD GROUP LTD | 2,151,000 | $105.4B | 0.78% | |
| 21 | YUMCYUM CHINA HLDGS INC | 1,240,000 | $78.6B | 0.58% | |
| 22 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 233,062 | $21.7B | 0.16% | |
| 23 | FNVFRANCO NEV CORP | 103,550 | $15.1B | 0.11% | |
| 24 | CSCOCISCO SYS INC | 222,825 | $11.6B | 0.09% | |
| 25 | MDTMEDTRONIC PLC | 136,771 | $11.0B | 0.08% | |
| 26 | 4I1PHILIP MORRIS INTL INC | 113,358 | $11.0B | 0.08% | |
| 27 | MSMMSC INDL DIRECT INC | 122,136 | $10.3B | 0.08% | |
| 28 | HDBHDFC BANK LTD | 141,772 | $9.5B | 0.07% | |
| 29 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 115,295 | $7.0B | 0.05% | |
| 30 | IBNICICI BANK LIMITED | 250,000 | $5.4B | 0.04% | |
| 31 | INFYINFOSYS LTD | 270,000 | $4.7B | 0.03% | |
| 32 | KOCOCA COLA CO | 63,586 | $3.9B | 0.03% | |
| 33 | CPNGCOUPANG INC | 150,000 | $2.4B | 0.02% | |
| 34 | GOOGALPHABET INC | 22,341 | $2.3B | 0.02% |