Veritas Asset Management LLP Q3 2023 Filing
Filed October 20, 2023
Portfolio Value
$13.3B
Holdings
35
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (35 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGLALPHABET INC | 9,201,681 | $1.2B | 9.06% | |
| 2 | MAMASTERCARD INCORPORATED | 2,942,873 | $1.2B | 8.77% | |
| 3 | CHTRCHARTER COMMUNICATIONS INC N | 2,242,858 | $986.5M | 7.43% | |
| 4 | CPCANADIAN PACIFIC KANSAS CITY | 13,191,494 | $981.6M | 7.39% | |
| 5 | AMZNAMAZON COM INC | 7,522,549 | $956.3M | 7.20% | |
| 6 | UNHUNITEDHEALTH GROUP INC | 1,766,581 | $890.7M | 6.70% | |
| 7 | ICEINTERCONTINENTAL EXCHANGE IN | 7,919,108 | $871.3M | 6.56% | |
| 8 | FISVFISERV INC | 6,624,513 | $748.3M | 5.63% | |
| 9 | COOCOOPER COS INC | 2,255,256 | $717.2M | 5.40% | |
| 10 | MCOMOODYS CORP | 2,231,671 | $705.6M | 5.31% | |
| 11 | MSFTMICROSOFT CORP | 1,975,686 | $623.8M | 4.70% | |
| 12 | ELVELEVANCE HEALTH INC | 1,201,789 | $523.3M | 3.94% | |
| 13 | TMOTHERMO FISHER SCIENTIFIC INC | 994,765 | $503.5M | 3.79% | |
| 14 | BDXBECTON DICKINSON & CO | 1,927,352 | $498.3M | 3.75% | |
| 15 | BUWABIO RAD LABS INC | 1,113,543 | $399.1M | 3.00% | |
| 16 | ADPAUTOMATIC DATA PROCESSING IN | 1,449,858 | $348.8M | 2.63% | |
| 17 | EFXEQUIFAX INC | 1,788,875 | $327.7M | 2.47% | |
| 18 | CTLTEURCATALENT INC | 6,639,772 | $302.3M | 2.28% | |
| 19 | ILMNILLUMINA INC | 1,489,866 | $204.5M | 1.54% | |
| 20 | YUMCYUM CHINA HLDGS INC | 1,690,000 | $94.2M | 0.71% | |
| 21 | HTHTH WORLD GROUP LTD | 2,145,540 | $84.6M | 0.64% | |
| 22 | CPNGCOUPANG INC | 1,350,000 | $22.9M | 0.17% | |
| 23 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 224,871 | $19.5M | 0.15% | |
| 24 | FNVFRANCO NEV CORP | 104,118 | $13.9M | 0.10% | |
| 25 | METAMETA PLATFORMS INC | 43,300 | $13.0M | 0.10% | |
| 26 | MSMMSC INDL DIRECT INC | 116,681 | $11.5M | 0.09% | |
| 27 | MDTMEDTRONIC PLC | 136,771 | $10.7M | 0.08% | |
| 28 | 4I1PHILIP MORRIS INTL INC | 113,358 | $10.5M | 0.08% | |
| 29 | CSCOCISCO SYS INC | 161,974 | $8.7M | 0.07% | |
| 30 | HDBHDFC BANK LTD | 141,772 | $8.4M | 0.06% | |
| 31 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 115,295 | $7.8M | 0.06% | |
| 32 | INFYINFOSYS LTD | 420,000 | $7.2M | 0.05% | |
| 33 | IBNICICI BANK LIMITED | 250,000 | $5.8M | 0.04% | |
| 34 | PDDPDD HOLDINGS INC | 52,050 | $5.1M | 0.04% | |
| 35 | KOCOCA COLA CO | 46,387 | $2.6M | 0.02% |