Veritas Asset Management LLP - Q1 2023 holdings

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$13.5 Billion is the total value of Veritas Asset Management LLP's 34 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 100.0% .

All

			Value		Shares		↓ Weighting
BAX	Exit	BAXTER INTL INC	$0	–	-9,456	-100.0%	-0.00%	–
GD	Exit	GENERAL DYNAMICS CORP	$0	–	-12,269	-100.0%	-0.02%	–

Original filings

The following EDGAR filing(s) were analyzed to create this report:

View 13F-HR filed 2023-05-10

Signatures

The EDGAR filing(s) were signed by:

Nicola Smith — Partner

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)

Veritas Asset Management LLP Q1 2023 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
	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 INC^{Sold 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

View complete filings history.

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