Veritas Asset Management LLP Q2 2018 Filing
Filed August 1, 2018
Portfolio Value
$12.2B
Holdings
31
Report Date
Q2 2018
Filing Type
13F-HR
All Holdings (31 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CHTRCHARTER COMMUNICATIONS INC N | 4,434,781 | $1.3T | 10673.05% | |
| 2 | AXPAMERICAN EXPRESS CO | 10,471,785 | $1.0T | 8423.34% | |
| 3 | MSFTMICROSOFT CORP | 8,199,025 | $808.5B | 6636.22% | |
| 4 | CVSCVS HEALTH CORP | 11,890,424 | $765.1B | 6280.35% | |
| 5 | CICIGNA CORP | 4,422,200 | $751.6B | 6168.75% | |
| 6 | UNHUNITEDHEALTH GROUP INC | 2,881,679 | $707.0B | 5802.98% | |
| 7 | QCOMQUALCOMM INC | 12,347,365 | $692.9B | 5687.60% | |
| 8 | GOOGLALPHABET INC | 599,071 | $676.5B | 5552.43% | |
| 9 | TMOTHERMO FISHER SCIENTIFIC INC | 3,225,459 | $668.1B | 5483.95% | |
| 10 | BAXBAXTER INTERNATIONAL INC | 8,852,005 | $653.6B | 5365.01% | |
| 11 | —ALLERGAN INC COM USD0.01 | 3,734,512 | $622.6B | 5110.45% | |
| 12 | CMCSACOMCAST CORP NEW | 18,185,525 | $596.7B | 4897.44% | |
| 13 | METAFACEBOOK INC | 2,321,900 | $451.2B | 3703.39% | |
| 14 | BIDUNBAIDU INC | 1,838,487 | $446.8B | 3666.94% | |
| 15 | XRAYDENTSPLY SIRONA INC | 10,092,601 | $441.8B | 3625.91% | |
| 16 | ORCLORACLE CORP | 7,711,045 | $339.7B | 2788.66% | |
| 17 | WATWATERS CORP | 1,697,332 | $328.6B | 2697.04% | |
| 18 | CERNCHFCERNER CORP | 4,586,572 | $274.2B | 2250.89% | |
| 19 | —CHECK POINT SOFTWARE TECH | 2,225,815 | $217.4B | 1784.57% | |
| 20 | BKIEURBLACK KNIGHT INC | 2,850,497 | $152.6B | 1252.90% | |
| 21 | BABAALIBABA GROUP HOLDING | 408,915 | $75.9B | 622.71% | |
| 22 | WELLWELLTOWER INC | 816,000 | $51.2B | 419.88% | |
| 23 | PFEPFIZER INC | 1,406,400 | $51.0B | 418.81% | |
| 24 | HDBHDFC BANK LTD | 380,000 | $39.9B | 327.56% | |
| 25 | —STERICYCLE INC | 462,000 | $22.7B | 186.35% | |
| 26 | TALTAL EDUCATION GROUP | 300,000 | $11.0B | 90.62% | |
| 27 | FNVFRANCO-NEVADA CORP | 61,000 | $4.5B | 36.56% | |
| 28 | ONCBEIGENE LTD | 22,000 | $3.4B | 27.76% | |
| 29 | —CHINA BIOLOGIC PRODUCTS HOLD | 10,000 | $993.0M | 8.15% | |
| 30 | WBWEIBO CORP | 8,000 | $710.0M | 5.83% | |
| 31 | —BITAUTO HOLDINGS LTD | 20,000 | $476.0M | 3.91% |