Veritas Asset Management as of March 31, 2023
Portfolio Holdings for Veritas Asset Management
Veritas Asset Management holds 34 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 9.5 | $1.3B | 4.5M | 288.30 | |
| Alphabet Cap Stk Cl A (GOOGL) | 9.3 | $1.3B | 12M | 103.73 | |
| Canadian Pacific Railway | 7.7 | $1.0B | 14M | 76.94 | |
| Charter Communications Inc N Cl A (CHTR) | 7.5 | $1.0B | 2.9M | 357.61 | |
| Fiserv (FI) | 7.0 | $946M | 8.4M | 113.03 | |
| Amazon (AMZN) | 6.0 | $814M | 7.9M | 103.29 | |
| Cooper Cos Com New | 5.8 | $780M | 2.1M | 373.36 | |
| Intercontinental Exchange (ICE) | 5.7 | $777M | 7.5M | 104.29 | |
| Mastercard Incorporated Cl A (MA) | 5.6 | $756M | 2.1M | 363.41 | |
| UnitedHealth (UNH) | 5.1 | $689M | 1.5M | 472.59 | |
| Thermo Fisher Scientific (TMO) | 4.3 | $581M | 1.0M | 576.37 | |
| Bio Rad Labs Cl A (BIO) | 4.1 | $551M | 1.2M | 479.02 | |
| Becton, Dickinson and (BDX) | 3.8 | $511M | 2.1M | 247.54 | |
| Catalent (CTLT) | 3.3 | $452M | 6.9M | 65.71 | |
| CVS Caremark Corporation (CVS) | 3.3 | $440M | 5.9M | 74.31 | |
| Moody's Corporation (MCO) | 3.1 | $419M | 1.4M | 306.02 | |
| Meta Platforms Cl A (META) | 2.7 | $372M | 1.8M | 211.94 | |
| Illumina (ILMN) | 2.7 | $361M | 1.6M | 232.55 | |
| Pdd Holdings Sponsored Ads (PDD) | 1.3 | $177M | 2.3M | 75.90 | |
| H World Group Sponsored Ads (HTHT) | 0.8 | $105M | 2.2M | 48.98 | |
| Yum China Holdings (YUMC) | 0.6 | $79M | 1.2M | 63.39 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $22M | 233k | 93.02 | |
| Franco-Nevada Corporation (FNV) | 0.1 | $15M | 104k | 145.80 | |
| Cisco Systems (CSCO) | 0.1 | $12M | 223k | 52.27 | |
| Medtronic SHS (MDT) | 0.1 | $11M | 137k | 80.62 | |
| Philip Morris International (PM) | 0.1 | $11M | 113k | 97.25 | |
| Msc Indl Direct Cl A (MSM) | 0.1 | $10M | 122k | 84.00 | |
| Hdfc Bank Sponsored Ads (HDB) | 0.1 | $9.5M | 142k | 66.67 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $7.0M | 115k | 60.93 | |
| Icici Bank Adr (IBN) | 0.0 | $5.4M | 250k | 21.58 | |
| Infosys Sponsored Adr (INFY) | 0.0 | $4.7M | 270k | 17.44 | |
| Coca-Cola Company (KO) | 0.0 | $3.9M | 64k | 62.03 | |
| Coupang Cl A (CPNG) | 0.0 | $2.4M | 150k | 16.00 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $2.3M | 22k | 104.00 |
