Veritas Asset Management as of March 31, 2020
Portfolio Holdings for Veritas Asset Management
Veritas Asset Management holds 32 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charter Communications Inc New Cl A cl a (CHTR) | 11.4 | $1.4B | 3.3M | 436.31 | |
| Alphabet Inc Class A cs (GOOGL) | 10.9 | $1.4B | 1.2M | 1161.95 | |
| Facebook Inc cl a (META) | 7.2 | $906M | 5.4M | 166.80 | |
| Cigna Corp (CI) | 5.9 | $747M | 4.2M | 177.18 | |
| Baxter International (BAX) | 5.8 | $727M | 9.0M | 81.19 | |
| Canadian Pacific Railway | 5.7 | $723M | 3.3M | 219.59 | |
| Altice Usa Inc cl a (ATUS) | 5.2 | $657M | 30M | 22.29 | |
| Intercontinental Exchange (ICE) | 5.2 | $655M | 8.1M | 80.75 | |
| UnitedHealth (UNH) | 5.2 | $653M | 2.6M | 249.38 | |
| CVS Caremark Corporation (CVS) | 4.8 | $607M | 10M | 59.33 | |
| Alibaba Group Holding (BABA) | 4.6 | $576M | 3.0M | 194.48 | |
| MasterCard Incorporated (MA) | 4.4 | $550M | 2.3M | 241.56 | |
| Raytheon Company | 4.3 | $545M | 4.2M | 131.15 | |
| Thermo Fisher Scientific (TMO) | 4.1 | $521M | 1.8M | 283.60 | |
| Philip Morris International (PM) | 3.7 | $471M | 6.5M | 72.96 | |
| Cooper Companies | 3.2 | $409M | 1.5M | 275.67 | |
| Abbott Laboratories (ABT) | 3.2 | $398M | 5.0M | 78.91 | |
| Becton, Dickinson and (BDX) | 2.7 | $343M | 1.5M | 229.77 | |
| TAL Education (TAL) | 0.6 | $80M | 1.5M | 53.26 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 0.4 | $46M | 1.0M | 44.31 | |
| HDFC Bank (HDB) | 0.4 | $44M | 1.1M | 38.46 | |
| New Oriental Education & Tech | 0.3 | $42M | 392k | 108.24 | |
| Cisco Systems (CSCO) | 0.2 | $24M | 618k | 39.31 | |
| MSC Industrial Direct (MSM) | 0.2 | $21M | 382k | 54.97 | |
| Franco-Nevada Corporation (FNV) | 0.1 | $11M | 111k | 99.52 | |
| Welltower Inc Com reit (WELL) | 0.1 | $9.3M | 203k | 45.78 | |
| Microsoft Corporation (MSFT) | 0.1 | $9.0M | 57k | 157.71 | |
| Pfizer (PFE) | 0.1 | $7.6M | 232k | 32.64 | |
| Yum China Holdings (YUMC) | 0.0 | $980k | 23k | 42.61 | |
| Taiwan Semiconductor Mfg (TSM) | 0.0 | $717k | 15k | 47.80 | |
| Beigene (BGNE) | 0.0 | $492k | 4.0k | 123.00 | |
| Corteva (CTVA) | 0.0 | $317k | 14k | 23.48 |
