Veritas Asset Management as of Sept. 30, 2019
Portfolio Holdings for Veritas Asset Management
Veritas Asset Management holds 25 positions in its portfolio as reported in the September 2019 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) | 13.0 | $1.3B | 3.2M | 412.12 | |
| Alphabet Inc Class A cs (GOOGL) | 12.8 | $1.3B | 1.1M | 1221.14 | |
| Facebook Inc cl a (META) | 7.9 | $810M | 4.5M | 178.08 | |
| Thermo Fisher Scientific (TMO) | 7.6 | $780M | 2.7M | 291.27 | |
| Baxter International (BAX) | 5.4 | $559M | 6.4M | 87.47 | |
| Canadian Pacific Railway | 5.3 | $546M | 2.5M | 222.46 | |
| S&p Global (SPGI) | 5.3 | $544M | 2.2M | 244.98 | |
| Microsoft Corporation (MSFT) | 5.2 | $535M | 3.8M | 139.03 | |
| UnitedHealth (UNH) | 5.2 | $532M | 2.4M | 217.32 | |
| Philip Morris International (PM) | 4.8 | $495M | 6.5M | 75.93 | |
| Dentsply Sirona (XRAY) | 4.7 | $486M | 9.1M | 53.31 | |
| Intercontinental Exchange (ICE) | 4.6 | $468M | 5.1M | 92.27 | |
| CVS Caremark Corporation (CVS) | 4.1 | $425M | 6.7M | 63.07 | |
| Comcast Corporation (CMCSA) | 4.0 | $416M | 9.2M | 45.08 | |
| Cigna Corp (CI) | 3.9 | $395M | 2.6M | 151.79 | |
| Cooper Companies | 2.9 | $294M | 991k | 297.00 | |
| Alibaba Group Holding (BABA) | 1.6 | $163M | 975k | 167.23 | |
| HDFC Bank (HDB) | 0.5 | $49M | 866k | 57.05 | |
| Ctrip.com International | 0.3 | $35M | 1.2M | 29.29 | |
| Welltower Inc Com reit (WELL) | 0.3 | $34M | 378k | 90.65 | |
| MSC Industrial Direct (MSM) | 0.2 | $23M | 313k | 72.53 | |
| Pfizer (PFE) | 0.2 | $17M | 463k | 35.93 | |
| Franco-Nevada Corporation (FNV) | 0.1 | $9.9M | 108k | 91.16 | |
| Beigene (BGNE) | 0.0 | $735k | 6.0k | 122.50 | |
| Yum China Holdings (YUMC) | 0.0 | $909k | 20k | 45.45 |
