Veritas Asset Management LLP Q4 2019 Filing
Filed February 5, 2020
Portfolio Value
$11.7T
Holdings
23
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CHTRCHARTER COMMUNICATIONS INC N | 3,203,601 | $1.6T | 13.32% | |
| 2 | GOOGLALPHABET INC | 1,139,761 | $1.5T | 13.09% | |
| 3 | METAFACEBOOK INC | 4,931,225 | $1.0T | 8.68% | |
| 4 | TMOTHERMO FISHER SCIENTIFIC INC | 2,661,332 | $864.6B | 7.41% | |
| 5 | CP.TOCANADIAN PAC RY LTD | 3,133,200 | $798.8B | 6.85% | |
| 6 | UNHUNITEDHEALTH GROUP INC | 2,608,997 | $767.0B | 6.57% | |
| 7 | CICIGNA CORP NEW | 3,009,529 | $615.4B | 5.28% | |
| 8 | BAXBAXTER INTL INC | 7,263,649 | $607.4B | 5.21% | |
| 9 | MSFTMICROSOFT CORP | 3,781,829 | $596.4B | 5.11% | |
| 10 | CVSCVS HEALTH CORP | 7,748,358 | $575.6B | 4.93% | |
| 11 | 4I1PHILIP MORRIS INTL INC | 6,458,488 | $549.6B | 4.71% | |
| 12 | OPTUALTICE USA INC | 20,030,117 | $547.6B | 4.69% | |
| 13 | ICEINTERCONTINENTAL EXCHANGE IN | 5,280,500 | $488.7B | 4.19% | |
| 14 | COOCOOPER COS INC | 1,314,648 | $422.4B | 3.62% | |
| 15 | XRAYDENTSPLY SIRONA INC | 6,477,331 | $366.6B | 3.14% | |
| 16 | BABAALIBABA GROUP HLDG LTD | 991,815 | $210.4B | 1.80% | |
| 17 | HDBHDFC BANK LTD | 1,126,000 | $71.4B | 0.61% | |
| 18 | WELLWELLTOWER INC | 378,400 | $30.9B | 0.27% | |
| 19 | MSMMSC INDL DIRECT INC | 382,200 | $30.0B | 0.26% | |
| 20 | PFEPFIZER INC | 462,800 | $18.1B | 0.16% | |
| 21 | FNVFRANCO NEVADA CORP | 108,400 | $11.2B | 0.10% | |
| 22 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 15,000 | $871.0M | 0.01% | |
| 23 | YUMCYUM CHINA HLDGS INC | 13,000 | $624.0M | 0.01% |