Veritas Asset Management LLP Q2 2019 Filing

Filed August 8, 2019

Portfolio Value

$11.7B

Holdings

24

Report Date

Q2 2019

Filing Type

13F-HR

All Holdings (24 positions)

#StockSharesValue% PortfolioType
1
CHTRCHARTER COMMUNICATIONS INC N
3,244,663$1.3T10938.00%
2
GOOGLALPHABET INC
1,028,976$1.1T9504.45%
3
METAFACEBOOK INC
4,382,925$845.9B7215.97%
4
MSFTMICROSOFT CORP
6,284,112$841.8B7181.13%
5
CICIGNA CORP NEW
5,105,229$804.3B6861.31%
6
TMOTHERMO FISHER SCIENTIFIC INC
2,721,627$799.3B6818.30%
7
CVSCVS HEALTH CORP
12,269,758$668.6B5703.30%
8
XRAYDENTSPLY SIRONA INC
11,455,557$668.5B5703.02%
9
BAXBAXTER INTL INC
7,886,549$645.9B5509.90%
10
UNHUNITEDHEALTH GROUP INC
2,473,097$603.5B5147.80%
11
AXPAMERICAN EXPRESS CO
4,523,484$558.4B4763.24%
12
4I1PHILIP MORRIS INTL INC
6,581,888$516.9B4409.20%
13
SPGIS&P GLOBAL INC
2,236,107$509.4B4345.11%
14
ICEINTERCONTINENTAL EXCHANGE IN
4,820,800$414.3B3534.18%
15
CP.TOCANADIAN PAC RY LTD
1,746,200$410.8B3504.12%
16
CMCSACOMCAST CORP NEW
9,342,273$395.0B3369.46%
17
COOCOOPER COS INC
981,302$330.6B2820.10%
18
BABAALIBABA GROUP HLDG LTD
889,315$150.7B1285.49%
19
WELLWELLTOWER INC
565,900$46.1B393.58%
20
CTRPUSDCTRIP COM INTL LTD
1,185,000$43.7B373.11%
21
HDBHDFC BANK LTD
280,000$36.4B310.60%
22
PFEPFIZER INC
605,600$26.2B223.80%
23
FNVFRANCO NEVADA CORP
108,400$9.2B78.49%
24
ONCBEIGENE LTD
6,000$744.0M6.35%