Veritas Asset Management LLP Q3 2017 Filing
Filed November 1, 2017
Portfolio Value
$12.2T
Holdings
27
Report Date
Q3 2017
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CMCSACOMCAST CORP NEW | 33,195,373 | $1.3T | 10.45% | |
| 2 | AXPAMERICAN EXPRESS CO | 11,039,153 | $998.6B | 8.17% | |
| 3 | CHTRCHARTER COMMUNICATIONS INC N | 2,668,027 | $969.6B | 7.93% | |
| 4 | BIDUNBAIDU INC | 3,415,287 | $845.9B | 6.92% | |
| 5 | —ALLERGAN INC COM USD0.01 | 3,729,312 | $764.3B | 6.25% | |
| 6 | MSFTMICROSOFT CORP | 10,236,325 | $762.5B | 6.24% | |
| 7 | CVSCVS HEALTH CORP | 8,674,524 | $705.4B | 5.77% | |
| 8 | QCOMQUALCOMM INC | 13,429,265 | $696.2B | 5.69% | |
| 9 | TMOTHERMO FISHER SCIENTIFIC INC | 3,503,259 | $662.8B | 5.42% | |
| 10 | BAXBAXTER INTERNATIONAL INC | 10,095,202 | $633.5B | 5.18% | |
| 11 | UNHUNITEDHEALTH GROUP INC | 3,105,479 | $608.2B | 4.97% | |
| 12 | GOOGLALPHABET INC | 590,171 | $574.7B | 4.70% | |
| 13 | —EXPRESS SCRIPTS HOLDING CO | 8,652,910 | $547.9B | 4.48% | |
| 14 | —CHECK POINT SOFTWARE TECH | 4,480,473 | $510.9B | 4.18% | |
| 15 | WATWATERS CORP | 2,374,897 | $426.3B | 3.49% | |
| 16 | ORCLORACLE CORP | 7,725,345 | $373.5B | 3.05% | |
| 17 | XRAYDENTSPLY SIRONA INC | 6,168,455 | $368.9B | 3.02% | |
| 18 | CERNCHFCERNER CORP | 3,687,172 | $263.0B | 2.15% | |
| 19 | PFEPFIZER INC | 1,593,400 | $56.9B | 0.47% | |
| 20 | WELLWELLTOWER INC | 793,000 | $55.7B | 0.46% | |
| 21 | —STERICYCLE INC | 818,000 | $48.1B | 0.39% | |
| 22 | BABAALIBABA GROUP HOLDING | 135,000 | $23.3B | 0.19% | |
| 23 | NTESNETEASE INC | 69,000 | $18.2B | 0.15% | |
| 24 | MCOMOODY'S CORP | 119,700 | $16.7B | 0.14% | |
| 25 | HDBHDFC BANK LTD | 150,000 | $14.5B | 0.12% | |
| 26 | FNVFRANCO-NEVADA CORP | 61,000 | $4.7B | 0.04% | |
| 27 | EDUNEW ORIENTAL EDUCATION | 10,000 | $883.0M | 0.01% |