$4.19 Billion is the total value of Veritas Asset Management LLP's 19 reported holdings in Q2 2013. The portfolio turnover from Q1 2013 to Q2 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSFT | New | MICROSOFT CORP | $641,086,000 | – | 18,558,000 | +100.0% | 15.29% | – |
| LMT | New | LOCKHEED MARTIN CORP | $515,608,000 | – | 4,753,902 | +100.0% | 12.29% | – |
| UNH | New | UNITEDHEALTH GRROUP INC | $343,043,000 | – | 5,238,900 | +100.0% | 8.18% | – |
| C | New | CITIGROUP INC | $324,330,000 | – | 6,761,100 | +100.0% | 7.73% | – |
| GOOGL | New | GOOGLE INCcl a | $313,632,000 | – | 356,250 | +100.0% | 7.48% | – |
| CVS | New | CVS CAREMARK CORPORATION | $282,281,000 | – | 4,936,700 | +100.0% | 6.73% | – |
| QCOM | New | QUALCOMM INC | $272,828,000 | – | 4,466,000 | +100.0% | 6.50% | – |
| LH | New | LAB CORP AMER HLDGS | $249,689,000 | – | 2,494,400 | +100.0% | 5.95% | – |
| WAT | New | WATERS CORP | $246,597,000 | – | 2,464,740 | +100.0% | 5.88% | – |
| WOOF | New | VCA ANTECH INC | $245,384,000 | – | 9,405,295 | +100.0% | 5.85% | – |
| NTRS | New | NORTHERN TR CORP | $229,226,000 | – | 3,959,000 | +100.0% | 5.47% | – |
| VAR | New | VARIAN MED SYS INC | $182,634,000 | – | 2,707,694 | +100.0% | 4.36% | – |
| BP | New | BP PLCsponsored adr | $145,506,000 | – | 3,486,000 | +100.0% | 3.47% | – |
| AGN | New | ALLERGAN INC | $87,694,000 | – | 1,041,000 | +100.0% | 2.09% | – |
| TDG | New | TRANSDIGM GROUP INC | $80,737,000 | – | 515,000 | +100.0% | 1.92% | – |
| SLB | New | SCHLUMBERGER LTD | $26,013,000 | – | 363,000 | +100.0% | 0.62% | – |
| NTES | New | NETEASE INCsponsored adr | $4,422,000 | – | 70,000 | +100.0% | 0.10% | – |
| FNV | New | FRANCO NEVADA CORP | $1,788,000 | – | 50,000 | +100.0% | 0.04% | – |
| QIHU | New | QIHOO 360 TECHNOLOGY CO LTDads | $1,385,000 | – | 30,000 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-08-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 42 | Q3 2023 | 15.3% |
| UNITEDHEALTH GRROUP INC | 42 | Q3 2023 | 8.6% |
| FRANCO NEV CORP | 42 | Q3 2023 | 0.1% |
| CVS HEALTH CORP | 41 | Q2 2023 | 9.1% |
| BAXTER INTL INC | 37 | Q4 2022 | 7.5% |
| ALPHABET INC | 33 | Q3 2023 | 13.1% |
| CHARTER COMMUNICATIONS INC N | 30 | Q3 2023 | 13.3% |
| ALIBABA GROUP HOLDING LTD | 28 | Q3 2021 | 6.0% |
| THERMO FISHER SCIENTIFIC INC | 27 | Q3 2023 | 7.6% |
| HDFC BANK LTD-ADR | 26 | Q3 2023 | 0.6% |
View Veritas Asset Management LLP's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| DENTSPLY SIRONA Inc. | February 03, 2020 | 6,477,331 | 2.9% |
| VARIAN MEDICAL SYSTEMS INC | February 09, 2017 | 2,070,886 | 2.2% |
| SIRONA DENTAL SYSTEMS, INC. | February 01, 2016 | 2,944,300 | 5.3% |
| VCA ANTECH INCSold out | February 13, 2014 | 0 | 0.0% |
View Veritas Asset Management LLP's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| SC 13G/A | 2024-02-12 |
| 13F-HR | 2023-10-20 |
| 13F-HR/A | 2023-08-22 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-07 |
| SC 13G | 2023-01-27 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-03 |
View Veritas Asset Management LLP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.