Veritas Asset Management LLP Q2 2020 Filing
Filed August 11, 2020
Portfolio Value
$13.7T
Holdings
30
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (30 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CHTRCHARTER COMMUNICATIONS INC N | 2,953,059 | $1.5T | 11.03% | |
| 2 | GOOGLALPHABET INC | 977,178 | $1.4T | 10.15% | |
| 3 | CP.TOCANADIAN PAC RY LTD | 3,336,583 | $852.0B | 6.24% | |
| 4 | METAFACEBOOK INC | 3,731,901 | $847.4B | 6.20% | |
| 5 | BABAALIBABA GROUP HLDG LTD | 3,781,120 | $815.6B | 5.97% | |
| 6 | CICIGNA CORP NEW | 4,335,465 | $813.5B | 5.96% | |
| 7 | MAMASTERCARD INCORPORATED | 2,690,048 | $795.4B | 5.82% | |
| 8 | UNHUNITEDHEALTH GROUP INC | 2,630,644 | $775.9B | 5.68% | |
| 9 | BAXBAXTER INTL INC | 8,942,428 | $769.9B | 5.64% | |
| 10 | ICEINTERCONTINENTAL EXCHANGE IN | 8,165,409 | $748.0B | 5.48% | |
| 11 | CVSCVS HEALTH CORP | 10,485,063 | $681.2B | 4.99% | |
| 12 | RTXRAYTHEON TECHNOLOGIES CORP | 10,907,194 | $672.1B | 4.92% | |
| 13 | TMOTHERMO FISHER SCIENTIFIC INC | 1,821,081 | $659.9B | 4.83% | |
| 14 | ABTABBOTT LABS | 5,044,604 | $461.2B | 3.38% | |
| 15 | COOCOOPER COS INC | 1,575,761 | $446.9B | 3.27% | |
| 16 | OPTUALTICE USA INC | 17,412,857 | $392.5B | 2.87% | |
| 17 | 4I1PHILIP MORRIS INTL INC | 5,574,713 | $390.6B | 2.86% | |
| 18 | BDXBECTON DICKINSON & CO | 1,499,834 | $358.9B | 2.63% | |
| 19 | SESEA LTD | 637,816 | $68.4B | 0.50% | |
| 20 | HDBHDFC BANK LTD | 1,320,000 | $60.0B | 0.44% | |
| 21 | EDUNEW ORIENTAL ED & TECHNOLOGY | 426,000 | $55.5B | 0.41% | |
| 22 | CSCOCISCO SYS INC | 618,000 | $28.8B | 0.21% | |
| 23 | MSMMSC INDL DIRECT INC | 273,600 | $19.9B | 0.15% | |
| 24 | KOCOCA COLA CO | 328,900 | $14.7B | 0.11% | |
| 25 | MSFTMICROSOFT CORP | 56,910 | $11.6B | 0.08% | |
| 26 | WELLWELLTOWER INC | 187,500 | $9.7B | 0.07% | |
| 27 | FNVFRANCO NEV CORP | 56,200 | $7.8B | 0.06% | |
| 28 | PFEPFIZER INC | 232,400 | $7.6B | 0.06% | |
| 29 | ONCBEIGENE LTD | 4,000 | $754.0M | 0.01% | |
| 30 | CTVACORTEVA INC | 14,100 | $378.0M | 0.00% |