Veritas Asset Management LLP Q2 2016 Filing
Filed August 1, 2016
Portfolio Value
$9.1T
Holdings
32
Report Date
Q2 2016
Filing Type
13F-HR
All Holdings (32 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CMCSACOMCAST CORP NEW | 12,448,605 | $811.5B | 8.92% | |
| 2 | CHTRCHARTER COMMUNICATIONS INC | 3,153,873 | $721.1B | 7.92% | |
| 3 | UNHUNITEDHEALTH GROUP INC | 4,273,694 | $603.4B | 6.63% | |
| 4 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 22,335,401 | $585.9B | 6.44% | |
| 5 | MSFTMICROSOFT CORP | 11,237,143 | $575.0B | 6.32% | |
| 6 | ORCLORACLE CORP | 13,502,416 | $552.7B | 6.07% | |
| 7 | GOOGLALPHABET INC | 767,053 | $539.6B | 5.93% | |
| 8 | —ALLERGAN PLC | 2,129,805 | $492.2B | 5.41% | |
| 9 | AXPAMERICAN EXPRESS CO | 7,659,651 | $465.4B | 5.11% | |
| 10 | CVSCVS HEALTH CORP | 4,808,477 | $460.4B | 5.06% | |
| 11 | VAREURVARIAN MEDICAL SYSTEMS INC | 5,262,358 | $432.7B | 4.76% | |
| 12 | —EXPRESS SCRIPTS HOLDING CO | 5,689,355 | $431.3B | 4.74% | |
| 13 | BAXBAXTER INTERNATIONAL INC | 9,132,431 | $413.0B | 4.54% | |
| 14 | HALHALLIBURTON CO | 8,809,857 | $399.0B | 4.38% | |
| 15 | QCOMQUALCOMM INC | 7,221,006 | $386.8B | 4.25% | |
| 16 | WATWATERS CORP | 2,624,208 | $369.1B | 4.06% | |
| 17 | XRAYDENTSPLY SIRONA INC | 5,322,706 | $330.2B | 3.63% | |
| 18 | BIDUNBAIDU INC | 1,675,004 | $276.6B | 3.04% | |
| 19 | PFEPFIZER INC | 2,408,800 | $84.8B | 0.93% | |
| 20 | WELLWELLTOWER INC | 528,300 | $40.2B | 0.44% | |
| 21 | MCOMOODY'S CORP | 318,300 | $29.8B | 0.33% | |
| 22 | SLBSCHLUMBERGER LTD | 363,000 | $28.7B | 0.32% | |
| 23 | —STERICYCLE INC | 303,008 | $25.2B | 0.28% | |
| 24 | BABAALIBABA GROUP HOLDING | 240,000 | $19.1B | 0.21% | |
| 25 | RMERESMED INC | 100,000 | $6.3B | 0.07% | |
| 26 | GOOGALPHABET INC | 6,764 | $4.7B | 0.05% | |
| 27 | CTRPUSDCTRIP COM INTL LTD | 100,000 | $4.1B | 0.05% | |
| 28 | FNVFRANCO-NEVADA CORP | 52,500 | $4.0B | 0.04% | |
| 29 | —SHIRE PLC | 14,612 | $2.7B | 0.03% | |
| 30 | MOMOUSDMOMO INC | 225,000 | $2.3B | 0.02% | |
| 31 | NTESNETEASE INC | 7,800 | $1.5B | 0.02% | |
| 32 | —QIHOO 360 TECHNOLOGY CO LTD | 10,000 | $730.0M | 0.01% |