$13.3 Billion is the total value of Veritas Asset Management LLP's 35 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MDT | MEDTRONIC PLC | $10,717,376 | -11.1% | 136,771 | 0.0% | 0.08% | -3.6% | |
| PM | PHILIP MORRIS INTL INC | $10,494,684 | -5.2% | 113,358 | 0.0% | 0.08% | +2.6% | |
| HDB | HDFC BANK LTDsponsored ads | $8,365,966 | -15.3% | 141,772 | 0.0% | 0.06% | -8.7% | |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIOcl a | $7,810,083 | +3.8% | 115,295 | 0.0% | 0.06% | +13.5% | |
| INFY | INFOSYS LTDsponsored adr | $7,186,200 | +6.5% | 420,000 | 0.0% | 0.05% | +14.9% | |
| IBN | ICICI BANK LIMITEDadr | $5,780,000 | +0.2% | 250,000 | 0.0% | 0.04% | +10.0% | |
| KO | COCA COLA CO | $2,596,744 | -7.0% | 46,387 | 0.0% | 0.02% | +5.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-20
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.