Veritas Asset Management LLP Q2 2023 Filing
Filed August 8, 2023
Portfolio Value
$13.3B
Holdings
37
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (37 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGLALPHABET INC | 11,641,542 | $1.4B | 10.47% | |
| 2 | MAMASTERCARD INCORPORATED | 3,161,063 | $1.2B | 9.34% | |
| 3 | AMZNAMAZON COM INC | 7,787,319 | $1.0B | 7.63% | |
| 4 | MSFTMICROSOFT CORP | 2,780,425 | $946.8M | 7.12% | |
| 5 | ICEINTERCONTINENTAL EXCHANGE IN | 8,016,974 | $906.6M | 6.81% | |
| 6 | COOCOOPER COS INC | 2,278,069 | $873.5M | 6.57% | |
| 7 | FISVFISERV INC | 6,805,145 | $858.5M | 6.45% | |
| 8 | UNHUNITEDHEALTH GROUP INC | 1,778,270 | $854.7M | 6.42% | |
| 9 | CHTRCHARTER COMMUNICATIONS INC N | 2,306,921 | $847.5M | 6.37% | |
| 10 | MCOMOODYS CORP | 2,288,962 | $795.9M | 5.98% | |
| 11 | BDXBECTON DICKINSON & CO | 2,010,717 | $530.8M | 3.99% | |
| 12 | TMOTHERMO FISHER SCIENTIFIC INC | 1,010,111 | $527.0M | 3.96% | |
| 13 | ELVELEVANCE HEALTH INC | 1,133,011 | $503.4M | 3.78% | |
| 14 | BUWABIO RAD LABS INC | 1,137,449 | $431.2M | 3.24% | |
| 15 | ADPAUTOMATIC DATA PROCESSING IN | 1,708,381 | $375.5M | 2.82% | |
| 16 | CTLTEURCATALENT INC | 6,784,366 | $294.2M | 2.21% | |
| 17 | ILMNILLUMINA INC | 1,522,974 | $285.5M | 2.15% | |
| 18 | EFXEQUIFAX INC | 1,130,876 | $266.1M | 2.00% | |
| 19 | YUMCYUM CHINA HLDGS INC | 1,540,000 | $87.0M | 0.65% | |
| 20 | HTHTH WORLD GROUP LTD | 2,151,000 | $83.4M | 0.63% | |
| 21 | ZTOZTO EXPRESS CAYMAN INC | 1,030,000 | $25.8M | 0.19% | |
| 22 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 216,383 | $21.8M | 0.16% | |
| 23 | PDDPDD HOLDINGS INC | 301,300 | $20.8M | 0.16% | |
| 24 | METAMETA PLATFORMS INC | 54,300 | $15.6M | 0.12% | |
| 25 | FNVFRANCO NEV CORP | 103,162 | $14.7M | 0.11% | |
| 26 | MDTMEDTRONIC PLC | 136,771 | $12.0M | 0.09% | |
| 27 | MSMMSC INDL DIRECT INC | 122,136 | $11.6M | 0.09% | |
| 28 | CSCOCISCO SYS INC | 222,825 | $11.5M | 0.09% | |
| 29 | 4I1PHILIP MORRIS INTL INC | 113,358 | $11.1M | 0.08% | |
| 30 | HDBHDFC BANK LTD | 141,772 | $9.9M | 0.07% | |
| 31 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 115,295 | $7.5M | 0.06% | |
| 32 | INFYINFOSYS LTD | 420,000 | $6.7M | 0.05% | |
| 33 | IBNICICI BANK LIMITED | 250,000 | $5.8M | 0.04% | |
| 34 | KOCOCA COLA CO | 46,387 | $2.8M | 0.02% | |
| 35 | GOOGALPHABET INC | 22,341 | $2.7M | 0.02% | |
| 36 | CPNGCOUPANG INC | 150,000 | $2.6M | 0.02% | |
| 37 | CVSCVS HEALTH CORP | 32,262 | $2.2M | 0.02% |