Veritas Asset Management as of Dec. 31, 2015
Portfolio Holdings for Veritas Asset Management
Veritas Asset Management holds 28 positions in its portfolio as reported in the December 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Comcast Corporation (CMCSA) | 8.6 | $688M | 12M | 56.43 | |
| Time Warner Cable | 8.2 | $650M | 3.5M | 185.59 | |
| Microsoft Corporation (MSFT) | 7.9 | $630M | 11M | 55.48 | |
| UnitedHealth (UNH) | 7.3 | $579M | 4.9M | 117.64 | |
| Taiwan Semiconductor Mfg (TSM) | 6.5 | $516M | 23M | 22.75 | |
| American Express Company (AXP) | 6.1 | $489M | 7.0M | 69.55 | |
| Oracle Corporation (ORCL) | 6.1 | $483M | 13M | 36.53 | |
| Baxalta Incorporated | 6.0 | $482M | 12M | 39.03 | |
| Alphabet Inc Class A cs (GOOGL) | 5.7 | $452M | 580k | 778.01 | |
| CVS Caremark Corporation (CVS) | 5.3 | $426M | 4.4M | 97.77 | |
| Varian Medical Systems | 5.3 | $423M | 5.2M | 80.80 | |
| Baxter International (BAX) | 5.1 | $404M | 11M | 38.15 | |
| Waters Corporation (WAT) | 4.5 | $361M | 2.7M | 134.58 | |
| Qualcomm (QCOM) | 4.3 | $343M | 6.9M | 49.99 | |
| Sirona Dental Systems | 4.0 | $323M | 2.9M | 109.57 | |
| Halliburton Company (HAL) | 3.8 | $300M | 8.8M | 34.04 | |
| Express Scripts Holding | 3.7 | $292M | 3.3M | 87.41 | |
| Moody's Corporation (MCO) | 0.4 | $33M | 327k | 100.34 | |
| Alphabet Inc Class C cs (GOOG) | 0.4 | $29M | 38k | 758.87 | |
| Schlumberger (SLB) | 0.3 | $25M | 363k | 69.75 | |
| Ctrip.com International | 0.1 | $9.3M | 200k | 46.33 | |
| 58 Com Inc spon adr rep a | 0.1 | $9.9M | 150k | 65.96 | |
| Jd (JD) | 0.1 | $4.8M | 150k | 32.27 | |
| Alibaba Group Holding (BABA) | 0.1 | $4.9M | 60k | 81.27 | |
| Franco-Nevada Corporation (FNV) | 0.1 | $3.7M | 82k | 45.75 | |
| REPCOM cla | 0.0 | $3.1M | 50k | 62.46 | |
| NetEase (NTES) | 0.0 | $1.8M | 10k | 181.20 | |
| Homeinns Hotel | 0.0 | $683k | 20k | 34.15 |
