Veritas Asset Management as of June 30, 2023
Portfolio Holdings for Veritas Asset Management
Veritas Asset Management holds 37 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 10.5 | $1.4B | 12M | 119.70 | |
| Mastercard Incorporated Cl A (MA) | 9.3 | $1.2B | 3.2M | 393.30 | |
| Amazon (AMZN) | 7.6 | $1.0B | 7.8M | 130.36 | |
| Microsoft Corporation (MSFT) | 7.1 | $947M | 2.8M | 340.54 | |
| Intercontinental Exchange (ICE) | 6.8 | $907M | 8.0M | 113.08 | |
| Cooper Cos Com New | 6.6 | $874M | 2.3M | 383.43 | |
| Fiserv (FI) | 6.5 | $859M | 6.8M | 126.15 | |
| UnitedHealth (UNH) | 6.4 | $855M | 1.8M | 480.64 | |
| Charter Communications Inc N Cl A (CHTR) | 6.4 | $848M | 2.3M | 367.37 | |
| Moody's Corporation (MCO) | 6.0 | $796M | 2.3M | 347.72 | |
| Becton, Dickinson and (BDX) | 4.0 | $531M | 2.0M | 264.01 | |
| Thermo Fisher Scientific (TMO) | 4.0 | $527M | 1.0M | 521.75 | |
| Anthem (ELV) | 3.8 | $503M | 1.1M | 444.29 | |
| Bio Rad Labs Cl A (BIO) | 3.2 | $431M | 1.1M | 379.12 | |
| Automatic Data Processing (ADP) | 2.8 | $376M | 1.7M | 219.79 | |
| Catalent (CTLT) | 2.2 | $294M | 6.8M | 43.36 | |
| Illumina (ILMN) | 2.1 | $286M | 1.5M | 187.49 | |
| Equifax (EFX) | 2.0 | $266M | 1.1M | 235.30 | |
| Yum China Holdings (YUMC) | 0.7 | $87M | 1.5M | 56.50 | |
| H World Group Sponsored Ads (HTHT) | 0.6 | $83M | 2.2M | 38.78 | |
| Zto Express Cayman Sponsored Ads A (ZTO) | 0.2 | $26M | 1.0M | 25.08 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $22M | 216k | 100.92 | |
| Pdd Holdings Sponsored Ads (PDD) | 0.2 | $21M | 301k | 69.14 | |
| Meta Platforms Cl A (META) | 0.1 | $16M | 54k | 286.98 | |
| Franco-Nevada Corporation (FNV) | 0.1 | $15M | 103k | 142.60 | |
| Medtronic SHS (MDT) | 0.1 | $12M | 137k | 88.10 | |
| Msc Indl Direct Cl A (MSM) | 0.1 | $12M | 122k | 95.28 | |
| Cisco Systems (CSCO) | 0.1 | $12M | 223k | 51.74 | |
| Philip Morris International (PM) | 0.1 | $11M | 113k | 97.62 | |
| Hdfc Bank Sponsored Ads (HDB) | 0.1 | $9.9M | 142k | 69.70 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $7.5M | 115k | 65.28 | |
| Infosys Sponsored Adr (INFY) | 0.1 | $6.7M | 420k | 16.07 | |
| Icici Bank Adr (IBN) | 0.0 | $5.8M | 250k | 23.08 | |
| Coca-Cola Company (KO) | 0.0 | $2.8M | 46k | 60.22 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $2.7M | 22k | 120.97 | |
| Coupang Cl A (CPNG) | 0.0 | $2.6M | 150k | 17.40 | |
| CVS Caremark Corporation (CVS) | 0.0 | $2.2M | 32k | 69.13 |
