Veritas Asset Management LLP Q4 2018 Filing
Filed February 12, 2019
Portfolio Value
$10.8T
Holdings
27
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CHTRCHARTER COMMUNICATIONS INC N | 4,236,190 | $1.2T | 11.19% | |
| 2 | CICIGNA CORP | 4,458,454 | $846.8B | 7.85% | |
| 3 | CVSCVS HEALTH CORP | 11,924,281 | $781.3B | 7.24% | |
| 4 | CMCSACOMCAST CORP NEW | 19,342,818 | $658.6B | 6.10% | |
| 5 | TMOTHERMO FISHER SCIENTIFIC INC | 2,917,514 | $652.9B | 6.05% | |
| 6 | AXPAMERICAN EXPRESS CO | 6,521,956 | $621.7B | 5.76% | |
| 7 | UNHUNITEDHEALTH GROUP INC | 2,412,754 | $601.1B | 5.57% | |
| 8 | MSFTMICROSOFT CORP | 5,468,971 | $555.5B | 5.15% | |
| 9 | METAFACEBOOK INC | 4,044,529 | $530.2B | 4.91% | |
| 10 | BAXBAXTER INTERNATIONAL INC | 7,773,341 | $511.6B | 4.74% | |
| 11 | GOOGLALPHABET INC | 484,218 | $506.0B | 4.69% | |
| 12 | —ALLERGAN PLC | 3,752,867 | $501.6B | 4.65% | |
| 13 | XRAYDENTSPLY SIRONA INC | 13,472,775 | $501.3B | 4.65% | |
| 14 | 4I1PHILIP MORRIS INTL INC | 6,468,513 | $431.8B | 4.00% | |
| 15 | QCOMQUALCOMM INC | 7,325,849 | $416.9B | 3.86% | |
| 16 | SPGIS&P GLOBAL INC | 2,111,200 | $358.8B | 3.33% | |
| 17 | ORCLORACLE CORP | 7,538,255 | $340.4B | 3.15% | |
| 18 | CERNCHFCERNER CORP | 4,383,959 | $229.9B | 2.13% | |
| 19 | BKIEURBLACK KNIGHT INC | 3,844,888 | $173.3B | 1.61% | |
| 20 | COOCOOPER COS INC | 551,962 | $140.5B | 1.30% | |
| 21 | BABAALIBABA GROUP HOLDING | 716,815 | $98.3B | 0.91% | |
| 22 | WELLWELLTOWER INC | 835,500 | $58.0B | 0.54% | |
| 23 | HDBHDFC BANK LTD | 275,000 | $28.5B | 0.26% | |
| 24 | PFEPFIZER INC | 605,600 | $26.4B | 0.25% | |
| 25 | FNVFRANCO-NEVADA CORP | 123,600 | $8.7B | 0.08% | |
| 26 | NOAHNOAH HOLDINGS LTD | 20,000 | $866.0M | 0.01% | |
| 27 | HTHTHUAZHU GROUP LTD | 30,000 | $859.0M | 0.01% |