13F HOLDINGS REPORT
Veritas Asset Management LLP
Quarter ended Q4 2023 · Filed October 20, 2023 · Accession 0001172661-23-003473
Total Value
$13.28B
Positions
35
Other Managers
0
Confidential Omitted
No
Holdings (35)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 9,201,681 | $1.20B | 9.06% |
| 2 | MASTERCARD INCORPORATED | MA | 2,942,873 | $1.17B | 8.77% |
| 3 | CHARTER COMMUNICATIONS INC N | 16119P108 | 2,242,858 | $986.5M | 7.43% |
| 4 | CANADIAN PACIFIC KANSAS CITY | CP | 13,191,494 | $981.6M | 7.39% |
| 5 | AMAZON COM INC | AMZN | 7,522,549 | $956.3M | 7.20% |
| 6 | UNITEDHEALTH GROUP INC | UNH | 1,766,581 | $890.7M | 6.70% |
| 7 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 7,919,108 | $871.3M | 6.56% |
| 8 | FISERV INC | FISV | 6,624,513 | $748.3M | 5.63% |
| 9 | COOPER COS INC | 216648402 | 2,255,256 | $717.2M | 5.40% |
| 10 | MOODYS CORP | MCO | 2,231,671 | $705.6M | 5.31% |
| 11 | MICROSOFT CORP | MSFT | 1,975,686 | $623.8M | 4.70% |
| 12 | ELEVANCE HEALTH INC | ELV | 1,201,789 | $523.3M | 3.94% |
| 13 | THERMO FISHER SCIENTIFIC INC | TMO | 994,765 | $503.5M | 3.79% |
| 14 | BECTON DICKINSON & CO | BDX | 1,927,352 | $498.3M | 3.75% |
| 15 | BIO RAD LABS INC | 090572207 | 1,113,543 | $399.1M | 3.00% |
| 16 | AUTOMATIC DATA PROCESSING IN | ADP | 1,449,858 | $348.8M | 2.63% |
| 17 | EQUIFAX INC | EFX | 1,788,875 | $327.7M | 2.47% |
| 18 | CATALENT INC | 148806102 | 6,639,772 | $302.3M | 2.28% |
| 19 | ILLUMINA INC | ILMN | 1,489,866 | $204.5M | 1.54% |
| 20 | YUM CHINA HLDGS INC | YUMC | 1,690,000 | $94.2M | 0.71% |
| 21 | H WORLD GROUP LTD | HWLDF | 2,145,540 | $84.6M | 0.64% |
| 22 | COUPANG INC | CPNG | 1,350,000 | $22.9M | 0.17% |
| 23 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 224,871 | $19.5M | 0.15% |
| 24 | FRANCO NEV CORP | FNV | 104,118 | $13.9M | 0.10% |
| 25 | META PLATFORMS INC | META | 43,300 | $13.0M | 0.10% |
| 26 | MSC INDL DIRECT INC | 553530106 | 116,681 | $11.5M | 0.09% |
| 27 | MEDTRONIC PLC | MDT | 136,771 | $10.7M | 0.08% |
| 28 | PHILIP MORRIS INTL INC | 718172109 | 113,358 | $10.5M | 0.08% |
| 29 | CISCO SYS INC | CSCO | 161,974 | $8.7M | 0.07% |
| 30 | HDFC BANK LTD | HDB | 141,772 | $8.4M | 0.06% |
| 31 | COGNIZANT TECHNOLOGY SOLUTIO | CTSH | 115,295 | $7.8M | 0.06% |
| 32 | INFOSYS LTD | INFY | 420,000 | $7.2M | 0.05% |
| 33 | ICICI BANK LIMITED | IBN | 250,000 | $5.8M | 0.04% |
| 34 | PDD HOLDINGS INC | PDD | 52,050 | $5.1M | 0.04% |
| 35 | COCA COLA CO | KO | 46,387 | $2.6M | 0.02% |