Veritas Asset Management LLP Q4 2016 Filing
Filed February 10, 2017
Portfolio Value
$9.4T
Holdings
28
Report Date
Q4 2016
Filing Type
13F-HR
All Holdings (28 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CHTRCHARTER COMMUNICATIONS INC | 3,485,922 | $1.0T | 10.67% | |
| 2 | CMCSACOMCAST CORP-NEW | 13,904,987 | $960.1B | 10.21% | |
| 3 | UNHUNITEDHEALTH GROUP INC | 4,700,989 | $752.3B | 8.00% | |
| 4 | GOOGLALPHABET INC | 839,983 | $665.6B | 7.08% | |
| 5 | TSMTAIWAN SEMICONDUCTOR | 22,691,582 | $652.4B | 6.94% | |
| 6 | AXPAMERICAN EXPRESS CO | 8,600,427 | $637.1B | 6.77% | |
| 7 | MSFTMICROSOFT CORP | 9,326,266 | $579.5B | 6.16% | |
| 8 | ORCLORACLE CORP | 14,539,038 | $559.0B | 5.94% | |
| 9 | CVSCVS HEALTH CORP | 7,026,008 | $554.4B | 5.90% | |
| 10 | —EXPRESS SCRIPTS HOLDING CO | 6,689,223 | $460.2B | 4.89% | |
| 11 | BAXBAXTER INTERNATIONAL INC | 9,617,059 | $426.4B | 4.53% | |
| 12 | HALHALLIBURTON CO | 7,612,603 | $411.8B | 4.38% | |
| 13 | BIDUNBAIDU INC | 2,307,711 | $379.4B | 4.03% | |
| 14 | XRAYDENTSPLY SIRONA INC | 5,755,739 | $332.3B | 3.53% | |
| 15 | WATWATERS CORP | 2,469,334 | $331.9B | 3.53% | |
| 16 | —CHECK POINT SOFTWARE TECH | 3,413,395 | $288.3B | 3.07% | |
| 17 | VAREURVARIAN MEDICAL SYSTEMS INC | 2,050,044 | $184.1B | 1.96% | |
| 18 | PFEPFIZER INC | 1,918,800 | $62.3B | 0.66% | |
| 19 | WELLWELLTOWER INC | 793,000 | $53.1B | 0.56% | |
| 20 | —STERICYCLE INC | 615,000 | $38.9B | 0.41% | |
| 21 | SLBSCHLUMBERGER LTD | 363,000 | $30.5B | 0.32% | |
| 22 | MCOMOODY'S CORP | 123,200 | $11.6B | 0.12% | |
| 23 | NTESNETEASE INC | 48,300 | $10.4B | 0.11% | |
| 24 | BABAALIBABA GROUP HOLDING | 100,000 | $8.8B | 0.09% | |
| 25 | GOOGALPHABET INC | 6,764 | $5.2B | 0.06% | |
| 26 | —SHIRE PLC | 14,612 | $2.5B | 0.03% | |
| 27 | FNVFRANCO-NEVADA CORP | 36,500 | $2.2B | 0.02% | |
| 28 | —GRIDSUM HOLDING INC | 20,000 | $204.0M | 0.00% |