Veritas Asset Management

Latest statistics and disclosures from Veritas Asset Management's latest quarterly 13F-HR filing:

Veritas Asset Management portfolio companies for March 2016 quarter

Company (Ticker) Portfolio Weight Share Count Price Last Trade
Comcast Corporation (CMCSA) 9.43 12.33M 61.08 58.60
Time Warner Cable (TWC) 9.02 3.52M 204.62 154.39
UnitedHealth (UNH) 7.86 4.87M 128.90 113.33
Microsoft Corporation (MSFT) 7.73 11.17M 55.23 42.00
Taiwan Semiconductor Mfg (TSM) 7.25 22.10M -2.00% 26.20 23.50
Oracle Corporation (ORCL) 6.77 13.21M 40.91 41.62
CVS Caremark Corporation (CVS) 5.67 4.37M 103.73 101.90
American Express Company (AXP) 5.36 6.97M 61.40 79.39
Baxter International (BAX) 5.24 10.18M -3.00% 41.08 67.92
Varian Medical Systems (VAR) 5.23 5.22M 80.02 93.09
Alphabet Inc Class A cs 4.77 499030 -14.00% 762.90 0.00
Waters Corporation (WAT) 4.35 2.63M 131.92 119.56
QUALCOMM (QCOM) 4.33 6.77M 51.14 71.27
Express Scripts Holding 4.19 4.87M +46.00% 68.69 0.00
Dentsply Sirona 4.09 5.30M NEW 61.63 0.00
Halliburton Company (HAL) 3.91 8.75M 35.72 41.30
Baidu (BIDU) 2.02 843900 NEW 190.88 207.29
Pfizer (PFE) 0.68 1.84M NEW 29.64 33.78
Moody's Corporation (MCO) 0.38 318300 -2.00% 96.56 95.46
Welltower Inc Com reit 0.37 428300 NEW 69.34 0.00
Schlumberger (SLB) 0.34 363000 73.75 81.67
Ctrip.com International (CTRP) 0.25 450000 +125.00% 44.26 45.17
Alibaba Group Holding Ltd Spon 0.25 250000 +316.00% 79.03 0.00
Cognizant Technology Solutions (CTSH) 0.12 150000 NEW 62.70 60.57
Qihoo 360 Technologies Co Lt 0.09 100000 NEW 75.55 0.00
Jd 0.07 210000 +40.00% 26.50 0.00
Franco-Nevada Corporation (FNV) 0.06 81800 61.38 46.00
Alphabet Inc Class C cs 0.06 6764 -82.00% 744.97 0.00
Baxalta Incorporated 0.05 98600 -99.00% 40.40 0.00
REPCOM cla 0.04 50000 61.58 0.00
NetEase (NTES) 0.02 10000 143.60 98.14