Veritas Asset Management as of June 30, 2017
Portfolio Holdings for Veritas Asset Management
Veritas Asset Management holds 29 positions in its portfolio as reported in the June 2017 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) | 10.1 | $1.3B | 3.8M | 336.85 | |
| Comcast Corporation (CMCSA) | 9.7 | $1.2B | 32M | 38.92 | |
| UnitedHealth (UNH) | 7.7 | $981M | 5.3M | 185.42 | |
| American Express Company (AXP) | 6.8 | $868M | 10M | 84.24 | |
| Allergan | 6.8 | $865M | 3.6M | 243.09 | |
| Oracle Corporation (ORCL) | 6.3 | $810M | 16M | 50.14 | |
| Microsoft Corporation (MSFT) | 5.6 | $713M | 10M | 68.93 | |
| CVS Caremark Corporation (CVS) | 5.3 | $679M | 8.4M | 80.46 | |
| Baxter International (BAX) | 4.8 | $616M | 10M | 60.54 | |
| Baidu (BIDU) | 4.8 | $609M | 3.4M | 178.86 | |
| Alphabet Inc Class A cs (GOOGL) | 4.3 | $550M | 592k | 929.68 | |
| Express Scripts Holding | 4.1 | $523M | 8.2M | 63.84 | |
| Check Point Software Technologies | 3.8 | $483M | 4.4M | 109.08 | |
| Waters Corporation (WAT) | 3.4 | $441M | 2.4M | 183.84 | |
| Qualcomm (QCOM) | 3.4 | $440M | 8.0M | 55.22 | |
| Thermo Fisher Scientific (TMO) | 3.3 | $424M | 2.4M | 174.47 | |
| Taiwan Semiconductor Mfg (TSM) | 3.2 | $413M | 12M | 34.96 | |
| Dentsply Sirona (XRAY) | 3.1 | $402M | 6.2M | 64.84 | |
| Cerner Corporation | 1.8 | $234M | 3.5M | 66.47 | |
| Welltower Inc Com reit (WELL) | 0.5 | $59M | 793k | 74.85 | |
| Pfizer (PFE) | 0.4 | $54M | 1.6M | 33.59 | |
| Stericycle, Inc. pfd cv | 0.4 | $50M | 742k | 66.94 | |
| Alibaba Group Holding (BABA) | 0.2 | $25M | 175k | 140.90 | |
| Moody's Corporation (MCO) | 0.1 | $15M | 120k | 121.68 | |
| Franco-Nevada Corporation (FNV) | 0.0 | $4.4M | 61k | 72.16 | |
| Shire | 0.0 | $2.4M | 15k | 165.28 | |
| China Biologic Products | 0.0 | $1.7M | 15k | 113.07 | |
| China Lodging | 0.0 | $807k | 10k | 80.70 | |
| Gridsum Hldg Inc adr repsg cl b | 0.0 | $171k | 20k | 8.55 |
