$12.6 Billion is the total value of Veritas Asset Management LLP's 32 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MA | New | MASTERCARD INCcl a | $549,597,000 | – | 2,275,200 | +100.0% | 4.36% | – |
| RTN | New | RAYTHEON CO | $544,610,000 | – | 4,152,575 | +100.0% | 4.32% | – |
| ABT | New | ABBOTT LABS | $398,420,000 | – | 5,049,041 | +100.0% | 3.16% | – |
| BDX | New | BECTON DICKINSON & CO | $342,978,000 | – | 1,492,700 | +100.0% | 2.72% | – |
| TAL | New | TAL EDUCATION GROUPsponsored ads | $79,890,000 | – | 1,500,000 | +100.0% | 0.63% | – |
| SE | New | SEA LTDsponsored ads | $45,893,000 | – | 1,035,716 | +100.0% | 0.36% | – |
| EDU | New | NEW ORIENTAL ED & TECH GRP Ispon adr | $42,430,000 | – | 392,000 | +100.0% | 0.34% | – |
| CSCO | New | CISCO SYS INC | $24,294,000 | – | 618,000 | +100.0% | 0.19% | – |
| BGNE | New | BEIGENE LTDsponsored adr | $492,000 | – | 4,000 | +100.0% | 0.00% | – |
| CTVA | New | CORTEVA INC | $317,000 | – | 13,500 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-07
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.