Veritas Asset Management LLP Q3 2019 Filing
Filed October 31, 2019
Portfolio Value
$10.3T
Holdings
25
Report Date
Q3 2019
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CHTRCHARTER COMMUNICATIONS INC N | 3,246,763 | $1.3T | 13.03% | |
| 2 | GOOGLALPHABET INC | 1,073,876 | $1.3T | 12.77% | |
| 3 | METAFACEBOOK INC | 4,546,925 | $809.7B | 7.89% | |
| 4 | TMOTHERMO FISHER SCIENTIFIC INC | 2,679,227 | $780.4B | 7.60% | |
| 5 | BAXBAXTER INTL INC | 6,386,849 | $558.7B | 5.44% | |
| 6 | CP.TOCANADIAN PAC RY LTD | 2,452,400 | $545.6B | 5.31% | |
| 7 | SPGIS&P GLOBAL INC | 2,218,807 | $543.6B | 5.30% | |
| 8 | MSFTMICROSOFT CORP | 3,847,626 | $534.9B | 5.21% | |
| 9 | UNHUNITEDHEALTH GROUP INC | 2,448,197 | $532.0B | 5.18% | |
| 10 | 4I1PHILIP MORRIS INTL INC | 6,520,488 | $495.1B | 4.82% | |
| 11 | XRAYDENTSPLY SIRONA INC | 9,108,127 | $485.6B | 4.73% | |
| 12 | ICEINTERCONTINENTAL EXCHANGE IN | 5,075,400 | $468.3B | 4.56% | |
| 13 | CVSCVS HEALTH CORP | 6,739,758 | $425.1B | 4.14% | |
| 14 | CMCSACOMCAST CORP NEW | 9,224,873 | $415.9B | 4.05% | |
| 15 | CICIGNA CORP NEW | 2,601,329 | $394.9B | 3.85% | |
| 16 | COOCOOPER COS INC | 990,602 | $294.2B | 2.87% | |
| 17 | BABAALIBABA GROUP HLDG LTD | 974,815 | $163.0B | 1.59% | |
| 18 | HDBHDFC BANK LTD | 866,000 | $49.4B | 0.48% | |
| 19 | CTRPUSDCTRIP COM INTL LTD | 1,185,000 | $34.7B | 0.34% | |
| 20 | WELLWELLTOWER INC | 378,400 | $34.3B | 0.33% | |
| 21 | MSMMSC INDL DIRECT INC | 313,300 | $22.7B | 0.22% | |
| 22 | PFEPFIZER INC | 462,800 | $16.6B | 0.16% | |
| 23 | FNVFRANCO NEVADA CORP | 108,400 | $9.9B | 0.10% | |
| 24 | YUMCYUM CHINA HLDGS INC | 20,000 | $909.0M | 0.01% | |
| 25 | ONCBEIGENE LTD | 6,000 | $735.0M | 0.01% |