Veritas Asset Management LLP Q4 2023 Filing
Filed February 14, 2024
Portfolio Value
$13.9T
Holdings
33
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (33 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGLALPHABET INC | 8,918,563 | $1.2T | 8.97% | |
| 2 | MAMASTERCARD INCORPORATED | 2,837,885 | $1.2T | 8.71% | |
| 3 | AMZNAMAZON COM INC | 7,375,063 | $1.1T | 8.07% | |
| 4 | CPCANADIAN PACIFIC KANSAS CITY | 13,434,704 | $1.1T | 7.65% | |
| 5 | ICEINTERCONTINENTAL EXCHANGE IN | 7,707,734 | $989.9B | 7.13% | |
| 6 | FISVFISERV INC | 6,980,563 | $927.3B | 6.68% | |
| 7 | TMOTHERMO FISHER SCIENTIFIC INC | 1,692,148 | $898.2B | 6.47% | |
| 8 | COOCOOPER COS INC | 2,237,811 | $846.9B | 6.10% | |
| 9 | UNHUNITEDHEALTH GROUP INC | 1,511,493 | $795.8B | 5.73% | |
| 10 | CHTRCHARTER COMMUNICATIONS INC N | 1,752,235 | $681.1B | 4.90% | |
| 11 | MSFTMICROSOFT CORP | 1,783,750 | $670.8B | 4.83% | |
| 12 | MCOMOODYS CORP | 1,591,921 | $621.7B | 4.48% | |
| 13 | ELVELEVANCE HEALTH INC | 1,171,925 | $552.6B | 3.98% | |
| 14 | BDXBECTON DICKINSON & CO | 2,183,266 | $532.3B | 3.83% | |
| 15 | EFXEQUIFAX INC | 1,424,729 | $352.3B | 2.54% | |
| 16 | BUWABIO RAD LABS INC | 1,082,895 | $349.7B | 2.52% | |
| 17 | ADPAUTOMATIC DATA PROCESSING IN | 1,408,765 | $328.2B | 2.36% | |
| 18 | CTLTEURCATALENT INC | 6,467,989 | $290.6B | 2.09% | |
| 19 | ILMNILLUMINA INC | 1,452,077 | $202.2B | 1.46% | |
| 20 | YUMCYUM CHINA HLDGS INC | 2,199,338 | $93.3B | 0.67% | |
| 21 | MDTMEDTRONIC PLC | 181,007 | $14.9B | 0.11% | |
| 22 | METAMETA PLATFORMS INC | 38,557 | $13.6B | 0.10% | |
| 23 | MSMMSC INDL DIRECT INC | 116,681 | $11.8B | 0.09% | |
| 24 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 112,034 | $11.7B | 0.08% | |
| 25 | FNVFRANCO NEV CORP | 104,118 | $11.5B | 0.08% | |
| 26 | HDBHDFC BANK LTD | 169,772 | $11.4B | 0.08% | |
| 27 | 4I1PHILIP MORRIS INTL INC | 113,358 | $10.7B | 0.08% | |
| 28 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 115,295 | $8.7B | 0.06% | |
| 29 | INFYINFOSYS LTD | 420,000 | $7.7B | 0.06% | |
| 30 | CSCOCISCO SYS INC | 123,560 | $6.2B | 0.04% | |
| 31 | IBNICICI BANK LIMITED | 250,000 | $6.0B | 0.04% | |
| 32 | PDDPDD HOLDINGS INC | 22,377 | $3.3B | 0.02% | |
| 33 | KOCOCA COLA CO | 46,387 | $2.7B | 0.02% |