Veritas Asset Management LLP Q2 2017 Filing
Filed August 8, 2017
Portfolio Value
$12.8T
Holdings
29
Report Date
Q2 2017
Filing Type
13F-HR
All Holdings (29 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CHTRCHARTER COMMUNICATIONS INC | 3,845,110 | $1.3T | 10.12% | |
| 2 | CMCSACOMCAST CORP NEW | 32,006,173 | $1.2T | 9.73% | |
| 3 | UNHUNITEDHEALTH GROUP INC | 5,291,867 | $981.2B | 7.66% | |
| 4 | AXPAMERICAN EXPRESS CO | 10,303,201 | $867.9B | 6.78% | |
| 5 | —ALLERGAN INC | 3,557,645 | $864.8B | 6.75% | |
| 6 | ORCLORACLE CORP | 16,158,645 | $810.2B | 6.33% | |
| 7 | MSFTMICROSOFT CORP | 10,340,082 | $712.7B | 5.57% | |
| 8 | CVSCVS HEALTH CORP | 8,438,564 | $679.0B | 5.30% | |
| 9 | BAXBAXTER INTERNATIONAL INC | 10,179,102 | $616.2B | 4.81% | |
| 10 | BIDUNBAIDU INC | 3,404,298 | $608.9B | 4.76% | |
| 11 | GOOGLALPHABET INC | 591,871 | $550.3B | 4.30% | |
| 12 | —EXPRESS SCRIPTS HOLDING CO | 8,192,572 | $523.0B | 4.08% | |
| 13 | —CHECK POINT SOFTWARE TECH | 4,424,867 | $482.7B | 3.77% | |
| 14 | WATWATERS CORP | 2,398,397 | $440.9B | 3.44% | |
| 15 | QCOMQUALCOMM INC | 7,975,634 | $440.4B | 3.44% | |
| 16 | TMOTHERMO FISHER SCIENTIFIC INC | 2,430,759 | $424.1B | 3.31% | |
| 17 | TSMTAIWAN SEMICONDUCTOR | 11,819,469 | $413.2B | 3.23% | |
| 18 | XRAYDENTSPLY SIRONA INC | 6,201,155 | $402.1B | 3.14% | |
| 19 | CERNCHFCERNER CORP | 3,519,272 | $233.9B | 1.83% | |
| 20 | WELLWELLTOWER INC | 793,000 | $59.4B | 0.46% | |
| 21 | PFEPFIZER INC | 1,593,400 | $53.5B | 0.42% | |
| 22 | —STERICYCLE INC | 742,000 | $49.7B | 0.39% | |
| 23 | BABAALIBABA GROUP HOLDING | 175,000 | $24.7B | 0.19% | |
| 24 | MCOMOODY'S CORP | 119,700 | $14.6B | 0.11% | |
| 25 | FNVFRANCO-NEVADA CORP | 61,000 | $4.4B | 0.03% | |
| 26 | —SHIRE PLC | 14,612 | $2.4B | 0.02% | |
| 27 | —CHINA BIOLOGIC PRODUCTS INC | 15,000 | $1.7B | 0.01% | |
| 28 | —CHINA LODGING GROUP INC. | 10,000 | $807.0M | 0.01% | |
| 29 | —GRIDSUM HOLDING INC | 20,000 | $171.0M | 0.00% |