Veritas Asset Management LLP Q2 2022 Filing
Filed August 3, 2022
Portfolio Value
$13.4T
Holdings
38
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (38 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGLALPHABET INC | 601,353 | $1.3T | 9.78% | |
| 2 | CHTRCHARTER COMMUNICATIONS INC N | 2,573,583 | $1.2T | 9.00% | |
| 3 | CP.TOCANADIAN PAC RY LTD | 16,633,390 | $1.2T | 8.67% | |
| 4 | FISVFISERV INC | 9,677,622 | $861.0B | 6.42% | |
| 5 | CVSCVS HEALTH CORP | 8,526,923 | $790.1B | 5.90% | |
| 6 | METAMETA PLATFORMS INC | 4,740,266 | $764.4B | 5.70% | |
| 7 | CTLTEURCATALENT INC | 6,892,041 | $739.4B | 5.52% | |
| 8 | BAXBAXTER INTL INC | 11,426,694 | $733.9B | 5.48% | |
| 9 | UNHUNITEDHEALTH GROUP INC | 1,422,406 | $730.6B | 5.45% | |
| 10 | MAMASTERCARD INCORPORATED | 2,167,931 | $683.9B | 5.10% | |
| 11 | MSFTMICROSOFT CORP | 2,647,399 | $679.9B | 5.07% | |
| 12 | COOCOOPER COS INC | 2,055,306 | $643.6B | 4.80% | |
| 13 | AMZNAMAZON COM INC | 5,651,487 | $600.2B | 4.48% | |
| 14 | BDXBECTON DICKINSON & CO | 2,404,270 | $592.7B | 4.42% | |
| 15 | TMOTHERMO FISHER SCIENTIFIC INC | 724,484 | $393.6B | 2.94% | |
| 16 | BUWABIO RAD LABS INC | 766,762 | $379.5B | 2.83% | |
| 17 | ILMNILLUMINA INC | 1,563,455 | $288.2B | 2.15% | |
| 18 | ICEINTERCONTINENTAL EXCHANGE IN | 2,760,543 | $259.6B | 1.94% | |
| 19 | CSGPCOSTAR GROUP INC | 4,017,400 | $242.7B | 1.81% | |
| 20 | MCOMOODYS CORP | 551,772 | $150.1B | 1.12% | |
| 21 | SESEA LTD | 813,502 | $54.4B | 0.41% | |
| 22 | 4I1PHILIP MORRIS INTL INC | 212,433 | $21.0B | 0.16% | |
| 23 | MSMMSC INDL DIRECT INC | 231,457 | $17.4B | 0.13% | |
| 24 | FNVFRANCO NEV CORP | 125,186 | $16.5B | 0.12% | |
| 25 | CSCOCISCO SYS INC | 359,561 | $15.3B | 0.11% | |
| 26 | GDGENERAL DYNAMICS CORP | 63,843 | $14.1B | 0.11% | |
| 27 | EMBCEMBECTA CORP | 504,684 | $12.8B | 0.10% | |
| 28 | MDTMEDTRONIC PLC | 121,946 | $10.9B | 0.08% | |
| 29 | KOCOCA COLA CO | 146,684 | $9.2B | 0.07% | |
| 30 | HDBHDFC BANK LTD | 156,816 | $8.6B | 0.06% | |
| 31 | INFYINFOSYS LTD | 260,000 | $4.8B | 0.04% | |
| 32 | CPNGCOUPANG INC | 150,000 | $1.9B | 0.01% | |
| 33 | IBNICICI BANK LIMITED | 100,000 | $1.8B | 0.01% | |
| 34 | ABTABBOTT LABS | 3,500 | $380.0M | 0.00% | |
| 35 | CTVACORTEVA INC | 6,100 | $330.0M | 0.00% | |
| 36 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 3,700 | $302.0M | 0.00% | |
| 37 | SBUXSTARBUCKS CORP | 3,600 | $275.0M | 0.00% | |
| 38 | NFLXNETFLIX INC | 1,500 | $262.0M | 0.00% |