13F HOLDINGS REPORT
Veritas Asset Management LLP
Quarter ended Q2 2023 · Filed May 10, 2023 · Accession 0001172661-23-001952
Total Value
$13.54B
Positions
34
Other Managers
0
Confidential Omitted
No
Holdings (34)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 4,462,912 | $1.29B | 9.51% |
| 2 | ALPHABET INC | GOOG | 12,090,401 | $1.25B | 9.27% |
| 3 | CANADIAN PAC RY LTD | 13645T100 | 13,628,119 | $1.05B | 7.75% |
| 4 | CHARTER COMMUNICATIONS INC N | 16119P108 | 2,854,540 | $1.02B | 7.54% |
| 5 | FISERV INC | FISV | 8,367,199 | $945.7M | 6.99% |
| 6 | AMAZON COM INC | AMZN | 7,880,925 | $814.0M | 6.01% |
| 7 | COOPER COS INC | 216648402 | 2,088,761 | $779.9M | 5.76% |
| 8 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 7,450,402 | $777.0M | 5.74% |
| 9 | MASTERCARD INCORPORATED | MA | 2,079,065 | $755.6M | 5.58% |
| 10 | UNITEDHEALTH GROUP INC | UNH | 1,458,428 | $689.2M | 5.09% |
| 11 | THERMO FISHER SCIENTIFIC INC | TMO | 1,008,455 | $581.2M | 4.29% |
| 12 | BIO RAD LABS INC | 090572207 | 1,150,938 | $551.3M | 4.07% |
| 13 | BECTON DICKINSON & CO | BDX | 2,064,114 | $511.0M | 3.78% |
| 14 | CATALENT INC | 148806102 | 6,885,115 | $452.4M | 3.34% |
| 15 | CVS HEALTH CORP | CVS | 5,921,949 | $440.1M | 3.25% |
| 16 | MOODYS CORP | MCO | 1,368,862 | $418.9M | 3.09% |
| 17 | META PLATFORMS INC | META | 1,753,914 | $371.7M | 2.75% |
| 18 | ILLUMINA INC | ILMN | 1,550,097 | $360.5M | 2.66% |
| 19 | PDD HOLDINGS INC | PDD | 2,325,200 | $176.5M | 1.30% |
| 20 | H WORLD GROUP LTD | HWLDF | 2,151,000 | $105.4M | 0.78% |
| 21 | YUM CHINA HLDGS INC | YUMC | 1,240,000 | $78.6M | 0.58% |
| 22 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 233,062 | $21.7M | 0.16% |
| 23 | FRANCO NEV CORP | FNV | 103,550 | $15.1M | 0.11% |
| 24 | CISCO SYS INC | CSCO | 222,825 | $11.6M | 0.09% |
| 25 | MEDTRONIC PLC | MDT | 136,771 | $11.0M | 0.08% |
| 26 | PHILIP MORRIS INTL INC | 718172109 | 113,358 | $11.0M | 0.08% |
| 27 | MSC INDL DIRECT INC | 553530106 | 122,136 | $10.3M | 0.08% |
| 28 | HDFC BANK LTD | HDB | 141,772 | $9.5M | 0.07% |
| 29 | COGNIZANT TECHNOLOGY SOLUTIO | CTSH | 115,295 | $7.0M | 0.05% |
| 30 | ICICI BANK LIMITED | IBN | 250,000 | $5.4M | 0.04% |
| 31 | INFOSYS LTD | INFY | 270,000 | $4.7M | 0.03% |
| 32 | COCA COLA CO | KO | 63,586 | $3.9M | 0.03% |
| 33 | COUPANG INC | CPNG | 150,000 | $2.4M | 0.02% |
| 34 | ALPHABET INC | GOOG | 22,341 | $2.3M | 0.02% |