13F HOLDINGS REPORT
Veritas Asset Management LLP
Quarter ended Q2 2024 · Filed August 12, 2024 · Accession 0001172661-24-003207
Total Value
$13.22B
Positions
32
Other Managers
0
Confidential Omitted
No
Holdings (32)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 9,478,252 | $1.73B | 13.06% |
| 2 | AMAZON COM INC | AMZN | 7,113,277 | $1.37B | 10.40% |
| 3 | CANADIAN PACIFIC KANSAS CITY | CP | 12,295,073 | $968.0M | 7.32% |
| 4 | UNITEDHEALTH GROUP INC | UNH | 1,790,360 | $911.8M | 6.90% |
| 5 | FISERV INC | FISV | 5,846,562 | $871.4M | 6.59% |
| 6 | MICROSOFT CORP | MSFT | 1,759,728 | $786.5M | 5.95% |
| 7 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 5,272,203 | $721.7M | 5.46% |
| 8 | CHARTER COMMUNICATIONS INC N | 16119P108 | 2,210,714 | $660.9M | 5.00% |
| 9 | MASTERCARD INCORPORATED | MA | 1,464,913 | $646.3M | 4.89% |
| 10 | THERMO FISHER SCIENTIFIC INC | TMO | 1,148,526 | $635.1M | 4.81% |
| 11 | AON PLC | AON | 2,126,796 | $624.4M | 4.72% |
| 12 | ELEVANCE HEALTH INC | ELV | 1,137,062 | $616.1M | 4.66% |
| 13 | BECTON DICKINSON & CO | BDX | 2,105,685 | $492.1M | 3.72% |
| 14 | ZOETIS INC | ZTS | 2,316,961 | $401.7M | 3.04% |
| 15 | MOODYS CORP | MCO | 935,906 | $394.0M | 2.98% |
| 16 | COOPER COS INC | 216648501 | 4,480,449 | $391.1M | 2.96% |
| 17 | AUTOMATIC DATA PROCESSING IN | ADP | 1,392,367 | $332.3M | 2.51% |
| 18 | BIO RAD LABS INC | 090572207 | 1,128,811 | $308.3M | 2.33% |
| 19 | CATALENT INC | 148806102 | 4,395,354 | $247.2M | 1.87% |
| 20 | MEDTRONIC PLC | MDT | 181,007 | $14.2M | 0.11% |
| 21 | META PLATFORMS INC | META | 25,187 | $12.7M | 0.10% |
| 22 | ICICI BANK LIMITED | IBN | 429,919 | $12.4M | 0.09% |
| 23 | PHILIP MORRIS INTL INC | 718172109 | 113,358 | $11.5M | 0.09% |
| 24 | FRANCO NEV CORP | FNV | 90,541 | $10.7M | 0.08% |
| 25 | HDFC BANK LTD | HDB | 155,817 | $10.0M | 0.08% |
| 26 | MSC INDL DIRECT INC | 553530106 | 116,681 | $9.3M | 0.07% |
| 27 | COGNIZANT TECHNOLOGY SOLUTIO | CTSH | 115,295 | $7.8M | 0.06% |
| 28 | INFOSYS LTD | INFY | 420,000 | $7.8M | 0.06% |
| 29 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 25,033 | $4.4M | 0.03% |
| 30 | COCA COLA CO | KO | 46,387 | $3.0M | 0.02% |
| 31 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 21,291 | $1.7M | 0.01% |
| 32 | MINISO GROUP HLDG LTD | MSOGF | 54,608 | $1.0M | 0.01% |