13F HOLDINGS REPORT
Veritas Asset Management LLP
Quarter ended Q3 2023 · Filed August 8, 2023 · Accession 0001172661-23-002820
Total Value
$13.30B
Positions
37
Other Managers
0
Confidential Omitted
No
Holdings (37)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 11,641,542 | $1.39B | 10.47% |
| 2 | MASTERCARD INCORPORATED | MA | 3,161,063 | $1.24B | 9.34% |
| 3 | AMAZON COM INC | AMZN | 7,787,319 | $1.02B | 7.63% |
| 4 | MICROSOFT CORP | MSFT | 2,780,425 | $946.8M | 7.12% |
| 5 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 8,016,974 | $906.6M | 6.81% |
| 6 | COOPER COS INC | 216648402 | 2,278,069 | $873.5M | 6.57% |
| 7 | FISERV INC | FISV | 6,805,145 | $858.5M | 6.45% |
| 8 | UNITEDHEALTH GROUP INC | UNH | 1,778,270 | $854.7M | 6.42% |
| 9 | CHARTER COMMUNICATIONS INC N | 16119P108 | 2,306,921 | $847.5M | 6.37% |
| 10 | MOODYS CORP | MCO | 2,288,962 | $795.9M | 5.98% |
| 11 | BECTON DICKINSON & CO | BDX | 2,010,717 | $530.8M | 3.99% |
| 12 | THERMO FISHER SCIENTIFIC INC | TMO | 1,010,111 | $527.0M | 3.96% |
| 13 | ELEVANCE HEALTH INC | ELV | 1,133,011 | $503.4M | 3.78% |
| 14 | BIO RAD LABS INC | 090572207 | 1,137,449 | $431.2M | 3.24% |
| 15 | AUTOMATIC DATA PROCESSING IN | ADP | 1,708,381 | $375.5M | 2.82% |
| 16 | CATALENT INC | 148806102 | 6,784,366 | $294.2M | 2.21% |
| 17 | ILLUMINA INC | ILMN | 1,522,974 | $285.5M | 2.15% |
| 18 | EQUIFAX INC | EFX | 1,130,876 | $266.1M | 2.00% |
| 19 | YUM CHINA HLDGS INC | YUMC | 1,540,000 | $87.0M | 0.65% |
| 20 | H WORLD GROUP LTD | HWLDF | 2,151,000 | $83.4M | 0.63% |
| 21 | ZTO EXPRESS CAYMAN INC | ZTOEF | 1,030,000 | $25.8M | 0.19% |
| 22 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 216,383 | $21.8M | 0.16% |
| 23 | PDD HOLDINGS INC | PDD | 301,300 | $20.8M | 0.16% |
| 24 | META PLATFORMS INC | META | 54,300 | $15.6M | 0.12% |
| 25 | FRANCO NEV CORP | FNV | 103,162 | $14.7M | 0.11% |
| 26 | MEDTRONIC PLC | MDT | 136,771 | $12.0M | 0.09% |
| 27 | MSC INDL DIRECT INC | 553530106 | 122,136 | $11.6M | 0.09% |
| 28 | CISCO SYS INC | CSCO | 222,825 | $11.5M | 0.09% |
| 29 | PHILIP MORRIS INTL INC | 718172109 | 113,358 | $11.1M | 0.08% |
| 30 | HDFC BANK LTD | HDB | 141,772 | $9.9M | 0.07% |
| 31 | COGNIZANT TECHNOLOGY SOLUTIO | CTSH | 115,295 | $7.5M | 0.06% |
| 32 | INFOSYS LTD | INFY | 420,000 | $6.7M | 0.05% |
| 33 | ICICI BANK LIMITED | IBN | 250,000 | $5.8M | 0.04% |
| 34 | COCA COLA CO | KO | 46,387 | $2.8M | 0.02% |
| 35 | ALPHABET INC | GOOG | 22,341 | $2.7M | 0.02% |
| 36 | COUPANG INC | CPNG | 150,000 | $2.6M | 0.02% |
| 37 | CVS HEALTH CORP | CVS | 32,262 | $2.2M | 0.02% |