Veritas Asset Management
Latest statistics and disclosures from Veritas Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are Charter Communications Inc New Cl A cl a, CMCSA, UNH, AXP, Allergan, and represent 41.04% of Veritas Asset Management's stock portfolio.
- Added to shares of these 10 stocks: Allergan (+$864.83M), QCOM (+$440.41M), TMO (+$224.41M), BIDU (+$164.67M), CMCSA (+$117.60M), AXP (+$114.44M), Charter Communications Inc New Cl A cl a (+$88.82M), UNH (+$74.15M), CVS (+$69.66M), Express Scripts Holding (+$60.79M).
- Started 3 new stock positions in HTHT, Allergan, QCOM.
- Reduced shares in these 7 stocks: Allergan (-$761.34M), TSM (-$398.56M), Alphabet Inc Class A cs (-$261.62M), Alphabet Inc Class C cs, WAT, CBPO, MCO.
- Sold out of its positions in Alphabet Inc Class C cs, Allergan.
- Veritas Asset Management was a net buyer of stock by $1.01B.
- Veritas Asset Management has $12.80B in assets under management (AUM), growing by 15.55%.
Companies in the Veritas Asset Management portfolio as of June 2017 quarter
| Company (Ticker) | Portfolio Weight | Share Count | Change in Shares | Price |
|---|---|---|---|---|
| Charter Communications Inc New Cl A cl a | 10.12 | +7% | 3.85M | 336.85 |
| Comcast Corporation (CMCSA) | 9.73 | +10% | 32.01M | 38.92 |
| UnitedHealth (UNH) | 7.66 | +8% | 5.29M | 185.42 |
| American Express Company (AXP) | 6.78 | +15% | 10.30M | 84.24 |
| Allergan | 6.75 | NEW | 3.56M | 243.09 |
| Oracle Corporation (ORCL) | 6.33 | +6% | 16.16M | 50.14 |
| Microsoft Corporation (MSFT) | 5.57 | +8% | 10.34M | 68.93 |
| CVS Caremark Corporation (CVS) | 5.30 | +11% | 8.44M | 80.46 |
| Baxter International (BAX) | 4.81 | +2% | 10.18M | 60.54 |
| Baidu (BIDU) | 4.76 | +37% | 3.40M | 178.86 |
| Alphabet Inc Class A cs | 4.30 | -32% | 591871 | 929.68 |
| Express Scripts Holding | 4.08 | +13% | 8.19M | 63.84 |
| Check Point Software Technologies | 3.77 | +10% | 4.42M | 109.08 |
| Waters Corporation (WAT) | 3.44 | 2.40M | 183.84 | |
| QUALCOMM (QCOM) | 3.44 | NEW | 7.98M | 55.22 |
| Thermo Fisher Scientific (TMO) | 3.31 | +112% | 2.43M | 174.47 |
| Taiwan Semiconductor Mfg (TSM) | 3.23 | -49% | 11.82M | 34.96 |
| Dentsply Sirona | 3.14 | +2% | 6.20M | 64.84 |
| Cerner Corporation (CERN) | 1.83 | +10% | 3.52M | 66.47 |
| Welltower Inc Com reit | 0.46 | 793000 | 74.85 | |
| Pfizer (PFE) | 0.42 | 1.59M | 33.59 | |
| Stericycle, Inc. pfd cv | 0.39 | 742000 | 66.94 | |
| Alibaba Group Holding Ltd Spon | 0.19 | +250% | 175000 | 140.90 |
| Moody's Corporation (MCO) | 0.11 | -2% | 119700 | 121.68 |
| Franco-Nevada Corporation (FNV) | 0.03 | 61000 | 72.16 | |
| Shire (SHPGY) | 0.02 | 14612 | 165.28 | |
| China Biologic Products (CBPO) | 0.01 | -25% | 15000 | 113.07 |
| China Lodging (HTHT) | 0.01 | NEW | 10000 | 80.70 |
| Gridsum Hldg Inc adr repsg cl b | 0.00 | 20000 | 8.55 |
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Past 13F-HR SEC Filings by Veritas Asset Management
- Veritas Asset Management 2017 Q1 filed May 11, 2017
- Veritas Asset Management 2016 Q4 filed Feb. 10, 2017
- Veritas Asset Management 2016 Q3 filed Nov. 7, 2016
- Veritas Asset Management 2016 Q2 filed Aug. 1, 2016
- Veritas Asset Management 2016 Q1 filed May 5, 2016
- Veritas Asset Management 2015 Q4 filed Feb. 9, 2016
- Veritas Asset Management 2015 Q3 filed Nov. 6, 2015
- Veritas Asset Management 2015 Q2 filed Aug. 6, 2015
- Veritas Asset Management 2015 Q1 filed May 7, 2015
- Veritas Asset Management 2014 Q4 filed Jan. 22, 2015
- Veritas Asset Management 2014 Q3 filed Oct. 31, 2014
- Veritas Asset Management 2014 Q2 amended filed July 31, 2014
- Veritas Asset Management 2014 Q2 filed July 31, 2014
- Veritas Asset Management 2014 Q1 filed May 15, 2014
- Veritas Asset Management 2013 Q4 filed Feb. 4, 2014
- Veritas Asset Management 2013 Q3 filed Nov. 14, 2013
- Veritas Asset Management 2013 Q2 filed Aug. 13, 2013
- Veritas Asset Management 2013 Q1 filed May 14, 2013
- Veritas Asset Management 2012 Q4 filed Jan. 28, 2013