Veritas Asset Management LLP Q4 2017 Filing
Filed February 14, 2018
Portfolio Value
$12.9T
Holdings
29
Report Date
Q4 2017
Filing Type
13F-HR
All Holdings (29 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CMCSACOMCAST CORP NEW | 34,484,373 | $1.4T | 10.73% | |
| 2 | AXPAMERICAN EXPRESS CO | 11,004,153 | $1.1T | 8.49% | |
| 3 | CHTRCHARTER COMMUNICATIONS INC | 2,696,181 | $905.8B | 7.04% | |
| 4 | MSFTMICROSOFT CORP | 10,369,325 | $887.0B | 6.89% | |
| 5 | CVSCVS HEALTH CORP | 11,683,524 | $847.1B | 6.58% | |
| 6 | QCOMQUALCOMM INC | 12,978,165 | $830.9B | 6.45% | |
| 7 | BIDUNBAIDU INC | 3,381,787 | $792.0B | 6.15% | |
| 8 | UNHUNITEDHEALTH GROUP INC | 3,071,679 | $677.2B | 5.26% | |
| 9 | —EXPRESS SCRIPTS HOLDING CO | 8,984,810 | $670.6B | 5.21% | |
| 10 | TMOTHERMO FISHER SCIENTIFIC INC | 3,527,159 | $669.7B | 5.20% | |
| 11 | GOOGLALPHABET INC | 630,921 | $664.6B | 5.16% | |
| 12 | —ALLERGAN INC COM USD0.01 | 3,947,612 | $645.8B | 5.02% | |
| 13 | BAXBAXTER INTERNATIONAL INC | 9,977,102 | $644.9B | 5.01% | |
| 14 | —CHECK POINT SOFTWARE TECH | 4,507,273 | $467.0B | 3.63% | |
| 15 | WATWATERS CORP | 2,352,297 | $454.4B | 3.53% | |
| 16 | XRAYDENTSPLY SIRONA INC | 6,136,455 | $404.0B | 3.14% | |
| 17 | ORCLORACLE CORP | 7,659,445 | $362.1B | 2.81% | |
| 18 | CERNCHFCERNER CORP | 3,658,872 | $246.6B | 1.92% | |
| 19 | WELLWELLTOWER INC | 816,000 | $52.0B | 0.40% | |
| 20 | PFEPFIZER INC | 1,406,400 | $50.9B | 0.40% | |
| 21 | —STERICYCLE INC | 752,177 | $39.8B | 0.31% | |
| 22 | BABAALIBABA GROUP HOLDING | 165,000 | $28.5B | 0.22% | |
| 23 | NTESNETEASE INC | 60,000 | $20.7B | 0.16% | |
| 24 | HDBHDFC BANK LTD | 170,000 | $17.3B | 0.13% | |
| 25 | CTRPUSDCTRIP COM INTERNATIONAL LTD | 250,000 | $11.0B | 0.09% | |
| 26 | FNVFRANCO-NEVADA CORP | 61,000 | $4.9B | 0.04% | |
| 27 | —CHINA LODGING GROUP Ltd | 29,000 | $4.2B | 0.03% | |
| 28 | TALTAL EDUCATION GROUP | 30,000 | $891.0M | 0.01% | |
| 29 | YUMCYUM CHINA HOLDINGS INC | 20,000 | $800.0M | 0.01% |