Veritas Asset Management LLP Q4 2020 Filing
Filed February 11, 2021
Portfolio Value
$16.8T
Holdings
35
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (35 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGLALPHABET INC | 1,067,170 | $1.9T | 11.16% | |
| 2 | CHTRCHARTER COMMUNICATIONS INC N | 2,422,245 | $1.6T | 9.56% | |
| 3 | CP.TOCANADIAN PAC RY LTD | 3,291,840 | $1.1T | 6.81% | |
| 4 | FISVFISERV INC | 8,551,200 | $973.6B | 5.81% | |
| 5 | ICEINTERCONTINENTAL EXCHANGE IN | 8,181,726 | $943.3B | 5.63% | |
| 6 | UNHUNITEDHEALTH GROUP INC | 2,562,255 | $898.5B | 5.36% | |
| 7 | BAXBAXTER INTL INC | 11,110,132 | $891.5B | 5.32% | |
| 8 | COOCOOPER COS INC | 2,335,427 | $848.5B | 5.06% | |
| 9 | CVSCVS HEALTH CORP | 11,711,433 | $799.9B | 4.77% | |
| 10 | MAMASTERCARD INCORPORATED | 2,229,705 | $795.9B | 4.75% | |
| 11 | MSFTMICROSOFT CORP | 3,495,062 | $777.4B | 4.64% | |
| 12 | METAFACEBOOK INC | 2,832,335 | $773.7B | 4.62% | |
| 13 | TMOTHERMO FISHER SCIENTIFIC INC | 1,550,470 | $722.2B | 4.31% | |
| 14 | BABAALIBABA GROUP HLDG LTD | 3,044,345 | $708.5B | 4.23% | |
| 15 | BDXBECTON DICKINSON & CO | 2,734,072 | $684.1B | 4.08% | |
| 16 | ABTABBOTT LABS | 5,040,628 | $551.9B | 3.29% | |
| 17 | CTLTEURCATALENT INC | 4,806,534 | $500.2B | 2.99% | |
| 18 | 4I1PHILIP MORRIS INTL INC | 3,676,913 | $304.4B | 1.82% | |
| 19 | SESEA LTD | 1,427,816 | $284.2B | 1.70% | |
| 20 | PDDPINDUODUO INC | 1,210,000 | $215.0B | 1.28% | |
| 21 | BEKEKE HLDGS INC | 2,500,000 | $153.8B | 0.92% | |
| 22 | ILMNILLUMINA INC | 305,854 | $113.2B | 0.68% | |
| 23 | HDBHDFC BANK LTD | 1,260,000 | $91.0B | 0.54% | |
| 24 | CSCOCISCO SYS INC | 648,200 | $29.0B | 0.17% | |
| 25 | MSMMSC INDL DIRECT INC | 330,700 | $27.9B | 0.17% | |
| 26 | KOCOCA COLA CO | 328,900 | $18.0B | 0.11% | |
| 27 | GDGENERAL DYNAMICS CORP | 113,300 | $16.9B | 0.10% | |
| 28 | WELLWELLTOWER INC | 187,500 | $12.1B | 0.07% | |
| 29 | FNVFRANCO NEV CORP | 28,600 | $3.6B | 0.02% | |
| 30 | TALTAL EDUCATION GROUP | 15,000 | $1.1B | 0.01% | |
| 31 | CTVACORTEVA INC | 19,000 | $736.0M | 0.00% | |
| 32 | EDUNEW ORIENTAL ED & TECHNOLOGY | 3,400 | $632.0M | 0.00% | |
| 33 | VTRSVIATRIS INC | 28,835 | $540.0M | 0.00% | |
| 34 | GOTUGSX TECHEDU INC | 10,000 | $517.0M | 0.00% | |
| 35 | SBUXSTARBUCKS CORP | 2,000 | $214.0M | 0.00% |