$12.8 Billion is the total value of Veritas Asset Management LLP's 29 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was 28.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOOGL | Sell | ALPHABET INCcap stk cl a | $550,251,000 | -25.7% | 591,871 | -32.2% | 4.30% | -35.7% |
| WAT | Sell | WATERS CORP | $440,921,000 | +16.9% | 2,398,397 | -0.6% | 3.44% | +1.1% |
| TSM | Sell | TAIWAN SEMICONDUCTORsponsored adr | $413,209,000 | -45.8% | 11,819,469 | -49.1% | 3.23% | -53.1% |
| MCO | Sell | MOODY'S CORP | $14,565,000 | +5.5% | 119,700 | -2.8% | 0.11% | -8.8% |
| CBPO | Sell | CHINA BIOLOGIC PRODUCTS INC | $1,696,000 | -15.3% | 15,000 | -25.0% | 0.01% | -27.8% |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -5,848 | -100.0% | -0.04% | – |
| AGN | Exit | ALLERGAN PLC | $0 | – | -3,186,586 | -100.0% | -6.87% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-08-08
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 | 2024-05-10 |
| 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 |
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.