13F HOLDINGS REPORT
Veritas Asset Management LLP
Quarter ended Q1 2024 · Filed May 10, 2024 · Accession 0001172661-24-002133
Total Value
$13.79B
Positions
33
Other Managers
0
Confidential Omitted
No
Holdings (33)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 9,889,959 | $1.49B | 10.83% |
| 2 | AMAZON COM INC | AMZN | 7,216,059 | $1.30B | 9.44% |
| 3 | CANADIAN PACIFIC KANSAS CITY | CP | 13,180,429 | $1.16B | 8.43% |
| 4 | FISERV INC | FISV | 6,886,029 | $1.10B | 7.98% |
| 5 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 7,423,164 | $1.02B | 7.40% |
| 6 | THERMO FISHER SCIENTIFIC INC | TMO | 1,690,241 | $982.4M | 7.13% |
| 7 | MASTERCARD INCORPORATED | MA | 1,898,374 | $914.2M | 6.63% |
| 8 | UNITEDHEALTH GROUP INC | UNH | 1,820,825 | $900.8M | 6.53% |
| 9 | MICROSOFT CORP | MSFT | 1,761,391 | $741.1M | 5.38% |
| 10 | CHARTER COMMUNICATIONS INC N | 16119P108 | 2,249,131 | $653.7M | 4.74% |
| 11 | ELEVANCE HEALTH INC | ELV | 1,159,979 | $601.5M | 4.36% |
| 12 | BECTON DICKINSON & CO | BDX | 2,166,829 | $536.2M | 3.89% |
| 13 | COOPER COS INC | 216648501 | 4,615,632 | $468.3M | 3.40% |
| 14 | MOODYS CORP | MCO | 1,107,607 | $435.3M | 3.16% |
| 15 | BIO RAD LABS INC | 090572207 | 1,147,097 | $396.7M | 2.88% |
| 16 | AUTOMATIC DATA PROCESSING IN | ADP | 1,396,361 | $348.7M | 2.53% |
| 17 | CATALENT INC | 148806102 | 6,025,413 | $340.1M | 2.47% |
| 18 | EQUIFAX INC | EFX | 656,305 | $175.6M | 1.27% |
| 19 | AON PLC | AON | 311,890 | $104.1M | 0.75% |
| 20 | MEDTRONIC PLC | MDT | 181,007 | $15.8M | 0.11% |
| 21 | META PLATFORMS INC | META | 27,056 | $13.1M | 0.10% |
| 22 | FRANCO NEV CORP | FNV | 104,118 | $12.4M | 0.09% |
| 23 | MSC INDL DIRECT INC | 553530106 | 116,681 | $11.3M | 0.08% |
| 24 | PHILIP MORRIS INTL INC | 718172109 | 113,358 | $10.4M | 0.08% |
| 25 | HDFC BANK LTD | HDB | 155,817 | $8.7M | 0.06% |
| 26 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 63,281 | $8.6M | 0.06% |
| 27 | COGNIZANT TECHNOLOGY SOLUTIO | CTSH | 115,295 | $8.4M | 0.06% |
| 28 | INFOSYS LTD | INFY | 420,000 | $7.5M | 0.05% |
| 29 | CISCO SYS INC | CSCO | 123,560 | $6.2M | 0.04% |
| 30 | ICICI BANK LIMITED | IBN | 125,000 | $3.3M | 0.02% |
| 31 | COCA COLA CO | KO | 46,387 | $2.8M | 0.02% |
| 32 | MINISO GROUP HLDG LTD | MSOGF | 54,608 | $1.1M | 0.01% |
| 33 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 11,810 | $1.0M | 0.01% |