Veritas Asset Management LLP Q3 2018 Filing
Filed October 26, 2018
Portfolio Value
$11.9T
Holdings
27
Report Date
Q3 2018
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CHTRCHARTER COMMUNICATIONS INC | 4,314,568 | $1.4T | 11.84% | |
| 2 | CICIGNA CORP | 4,648,900 | $968.1B | 8.15% | |
| 3 | CVSCVS HEALTH CORP | 11,709,324 | $921.8B | 7.76% | |
| 4 | TMOTHERMO FISHER SCIENTIFIC INC | 3,135,559 | $765.3B | 6.44% | |
| 5 | GOOGLALPHABET INC | 631,571 | $762.4B | 6.42% | |
| 6 | UNHUNITEDHEALTH GROUP INC | 2,793,824 | $743.3B | 6.26% | |
| 7 | —ALLERGAN INC COM USD0.01 | 3,762,962 | $716.8B | 6.04% | |
| 8 | AXPAMERICAN EXPRESS CO | 6,555,353 | $698.1B | 5.88% | |
| 9 | CMCSACOMCAST CORP-NEW | 18,605,759 | $658.8B | 5.55% | |
| 10 | MSFTMICROSOFT CORP | 5,480,725 | $626.8B | 5.28% | |
| 11 | QCOMQUALCOMM INC | 7,430,865 | $535.2B | 4.51% | |
| 12 | XRAYDENTSPLY SIRONA INC | 11,928,003 | $450.2B | 3.79% | |
| 13 | METAFACEBOOK INC | 2,564,200 | $421.7B | 3.55% | |
| 14 | BIDUNBAIDU INC | 1,789,487 | $409.2B | 3.45% | |
| 15 | ORCLORACLE CORP | 7,526,783 | $388.1B | 3.27% | |
| 16 | BAXBAXTER INTERNATIONAL INC | 4,768,052 | $367.6B | 3.09% | |
| 17 | WATWATERS CORP | 1,648,651 | $321.0B | 2.70% | |
| 18 | CERNCHFCERNER CORP | 4,487,572 | $289.0B | 2.43% | |
| 19 | BKIEURBLACK KNIGHT INC | 2,797,337 | $145.3B | 1.22% | |
| 20 | BABAALIBABA GROUP HOLDING | 520,313 | $85.7B | 0.72% | |
| 21 | PFEPFIZER INC | 1,459,400 | $64.3B | 0.54% | |
| 22 | WELLWELLTOWER INC | 835,500 | $53.7B | 0.45% | |
| 23 | 4I1PHILIP MORRIS INTERNATIONAL | 331,000 | $27.0B | 0.23% | |
| 24 | HDBHDFC BANK LTD-ADR | 240,000 | $22.6B | 0.19% | |
| 25 | SRCLSTERICYCLE INC | 339,079 | $19.9B | 0.17% | |
| 26 | FNVFRANCO-NEVADA CORP | 123,600 | $7.7B | 0.07% | |
| 27 | —CHINA BIOLOGIC PRODUCTS HOLD | 10,000 | $800.0M | 0.01% |