$13.2 Billion is the total value of Veritas Asset Management LLP's 32 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CSCO | Exit | CISCO SYS INC | $0 | – | -123,560 | -100.0% | -0.04% | – |
| EFX | Exit | EQUIFAX INC | $0 | – | -656,305 | -100.0% | -1.27% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-08-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 45 | Q2 2024 | 15.3% |
| UNITEDHEALTH GRROUP INC | 45 | Q2 2024 | 8.6% |
| FRANCO NEV CORP | 45 | Q2 2024 | 0.1% |
| CVS HEALTH CORP | 41 | Q2 2023 | 9.1% |
| BAXTER INTL INC | 37 | Q4 2022 | 7.5% |
| ALPHABET INC | 36 | Q2 2024 | 13.1% |
| CHARTER COMMUNICATIONS INC N | 33 | Q2 2024 | 13.3% |
| THERMO FISHER SCIENTIFIC INC | 30 | Q2 2024 | 7.6% |
| HDFC BANK LTD-ADR | 29 | Q2 2024 | 0.6% |
| ALIBABA GROUP HOLDING LTD | 28 | Q3 2021 | 6.0% |
View Veritas Asset Management LLP's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Catalent, Inc. | February 12, 2024 | 6,467,989 | 3.6% |
| 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 | 2024-08-12 |
| N-PX | 2024-08-12 |
| 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 |
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.