Veritas Asset Management LLP Q2 2021 Filing
Filed July 29, 2021
Portfolio Value
$17.8T
Holdings
33
Report Date
Q2 2021
Filing Type
13F-HR
All Holdings (33 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGLALPHABET INC | 879,696 | $2.1T | 12.04% | |
| 2 | CHTRCHARTER COMMUNICATIONS INC N | 2,415,306 | $1.7T | 9.77% | |
| 3 | CP.TOCANADIAN PAC RY LTD | 14,772,490 | $1.1T | 6.37% | |
| 4 | MSFTMICROSOFT CORP | 3,983,868 | $1.1T | 6.05% | |
| 5 | UNHUNITEDHEALTH GROUP INC | 2,401,467 | $961.6B | 5.39% | |
| 6 | METAFACEBOOK INC | 2,633,912 | $915.8B | 5.13% | |
| 7 | COOCOOPER COS INC | 2,143,182 | $849.3B | 4.76% | |
| 8 | BAXBAXTER INTL INC | 10,486,135 | $844.1B | 4.73% | |
| 9 | FISVFISERV INC | 7,887,621 | $843.1B | 4.72% | |
| 10 | MCOMOODYS CORP | 2,218,711 | $804.0B | 4.51% | |
| 11 | MAMASTERCARD INCORPORATED | 2,067,863 | $755.0B | 4.23% | |
| 12 | TMOTHERMO FISHER SCIENTIFIC INC | 1,455,897 | $734.5B | 4.12% | |
| 13 | BABAALIBABA GROUP HLDG LTD | 3,235,087 | $733.7B | 4.11% | |
| 14 | ICEINTERCONTINENTAL EXCHANGE IN | 5,822,578 | $691.1B | 3.87% | |
| 15 | CVSCVS HEALTH CORP | 8,177,913 | $682.4B | 3.82% | |
| 16 | BDXBECTON DICKINSON & CO | 2,570,611 | $625.1B | 3.50% | |
| 17 | CTLTEURCATALENT INC | 5,291,353 | $572.1B | 3.21% | |
| 18 | ABTABBOTT LABS | 4,139,628 | $479.9B | 2.69% | |
| 19 | CSGPCOSTAR GROUP INC | 4,424,810 | $366.5B | 2.05% | |
| 20 | SESEA LTD | 1,143,352 | $314.0B | 1.76% | |
| 21 | ILMNILLUMINA INC | 506,931 | $239.9B | 1.34% | |
| 22 | PDDPINDUODUO INC | 1,402,526 | $178.1B | 1.00% | |
| 23 | CSCOCISCO SYS INC | 549,100 | $29.1B | 0.16% | |
| 24 | 4I1PHILIP MORRIS INTL INC | 279,600 | $27.7B | 0.16% | |
| 25 | MSMMSC INDL DIRECT INC | 279,100 | $25.0B | 0.14% | |
| 26 | GDGENERAL DYNAMICS CORP | 113,300 | $21.3B | 0.12% | |
| 27 | KOCOCA COLA CO | 310,000 | $16.8B | 0.09% | |
| 28 | HDBHDFC BANK LTD | 156,816 | $11.5B | 0.06% | |
| 29 | WELLWELLTOWER INC | 104,500 | $8.7B | 0.05% | |
| 30 | FNVFRANCO NEV CORP | 43,686 | $6.3B | 0.04% | |
| 31 | NFLXNETFLIX INC | 1,300 | $687.0M | 0.00% | |
| 32 | CTVACORTEVA INC | 7,100 | $315.0M | 0.00% | |
| 33 | SBUXSTARBUCKS CORP | 2,000 | $224.0M | 0.00% |