13F HOLDINGS REPORT
Veritas Asset Management LLP
Quarter ended Q1 2023 · Filed February 7, 2023 · Accession 0001172661-23-000477
Total Value
$12.21B
Positions
32
Other Managers
0
Confidential Omitted
No
Holdings (32)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 12,502,337 | $1.10B | 9.03% |
| 2 | MICROSOFT CORP | MSFT | 4,471,681 | $1.07B | 8.78% |
| 3 | MASTERCARD INCORPORATED | MA | 2,994,532 | $1.04B | 8.52% |
| 4 | CANADIAN PAC RY LTD | 13645T100 | 13,880,574 | $1.04B | 8.48% |
| 5 | CHARTER COMMUNICATIONS INC N | 16119P108 | 2,499,733 | $847.7M | 6.94% |
| 6 | FISERV INC | FISV | 7,473,289 | $755.3M | 6.18% |
| 7 | COOPER COS INC | 216648402 | 2,091,844 | $691.7M | 5.66% |
| 8 | AMAZON COM INC | AMZN | 7,868,621 | $661.0M | 5.41% |
| 9 | UNITEDHEALTH GROUP INC | UNH | 1,194,235 | $633.2M | 5.18% |
| 10 | THERMO FISHER SCIENTIFIC INC | TMO | 1,016,666 | $559.9M | 4.58% |
| 11 | CVS HEALTH CORP | CVS | 5,989,039 | $558.1M | 4.57% |
| 12 | BECTON DICKINSON & CO | BDX | 2,087,886 | $530.9M | 4.35% |
| 13 | CATALENT INC | 148806102 | 11,169,815 | $502.8M | 4.12% |
| 14 | BIO RAD LABS INC | 090572207 | 1,152,287 | $484.5M | 3.97% |
| 15 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 4,210,797 | $432.0M | 3.54% |
| 16 | MOODYS CORP | MCO | 1,395,877 | $388.9M | 3.18% |
| 17 | META PLATFORMS INC | META | 2,842,972 | $342.1M | 2.80% |
| 18 | ILLUMINA INC | ILMN | 1,557,926 | $315.0M | 2.58% |
| 19 | PINDUODUO INC | PDD | 1,761,000 | $143.6M | 1.18% |
| 20 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 234,792 | $17.5M | 0.14% |
| 21 | FRANCO NEV CORP | FNV | 104,414 | $14.3M | 0.12% |
| 22 | PHILIP MORRIS INTL INC | 718172109 | 133,631 | $13.5M | 0.11% |
| 23 | MSC INDL DIRECT INC | 553530106 | 163,923 | $13.4M | 0.11% |
| 24 | CISCO SYS INC | CSCO | 277,405 | $13.2M | 0.11% |
| 25 | HDFC BANK LTD | HDB | 176,816 | $12.1M | 0.10% |
| 26 | MEDTRONIC PLC | MDT | 109,261 | $8.5M | 0.07% |
| 27 | ICICI BANK LIMITED | IBN | 350,000 | $7.7M | 0.06% |
| 28 | COCA COLA CO | KO | 78,774 | $5.0M | 0.04% |
| 29 | INFOSYS LTD | INFY | 270,000 | $4.9M | 0.04% |
| 30 | GENERAL DYNAMICS CORP | GD | 12,269 | $3.0M | 0.02% |
| 31 | COUPANG INC | CPNG | 150,000 | $2.2M | 0.02% |
| 32 | BAXTER INTL INC | 071813109 | 9,456 | $481,972 | 0.00% |