Veritas Asset Management as of Sept. 30, 2023
Portfolio Holdings for Veritas Asset Management
Veritas Asset Management holds 35 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 9.1 | $1.2B | 9.2M | 130.86 | |
| Mastercard Incorporated Cl A (MA) | 8.8 | $1.2B | 2.9M | 395.91 | |
| Charter Communications Inc N Cl A (CHTR) | 7.4 | $987M | 2.2M | 439.82 | |
| Canadian Pacific Kansas City (CP) | 7.4 | $982M | 13M | 74.41 | |
| Amazon (AMZN) | 7.2 | $956M | 7.5M | 127.12 | |
| UnitedHealth (UNH) | 6.7 | $891M | 1.8M | 504.19 | |
| Intercontinental Exchange (ICE) | 6.6 | $871M | 7.9M | 110.02 | |
| Fiserv (FI) | 5.6 | $748M | 6.6M | 112.96 | |
| Cooper Cos Com New | 5.4 | $717M | 2.3M | 318.01 | |
| Moody's Corporation (MCO) | 5.3 | $706M | 2.2M | 316.17 | |
| Microsoft Corporation (MSFT) | 4.7 | $624M | 2.0M | 315.75 | |
| Anthem (ELV) | 3.9 | $523M | 1.2M | 435.42 | |
| Thermo Fisher Scientific (TMO) | 3.8 | $504M | 995k | 506.17 | |
| Becton, Dickinson and (BDX) | 3.8 | $498M | 1.9M | 258.53 | |
| Bio Rad Labs Cl A (BIO) | 3.0 | $399M | 1.1M | 358.45 | |
| Automatic Data Processing (ADP) | 2.6 | $349M | 1.4M | 240.58 | |
| Equifax (EFX) | 2.5 | $328M | 1.8M | 183.18 | |
| Catalent (CTLT) | 2.3 | $302M | 6.6M | 45.53 | |
| Illumina (ILMN) | 1.5 | $205M | 1.5M | 137.28 | |
| Yum China Holdings (YUMC) | 0.7 | $94M | 1.7M | 55.72 | |
| H World Group Sponsored Ads (HTHT) | 0.6 | $85M | 2.1M | 39.43 | |
| Coupang Cl A (CPNG) | 0.2 | $23M | 1.4M | 17.00 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $20M | 225k | 86.90 | |
| Franco-Nevada Corporation (FNV) | 0.1 | $14M | 104k | 133.49 | |
| Meta Platforms Cl A (META) | 0.1 | $13M | 43k | 300.21 | |
| Msc Indl Direct Cl A (MSM) | 0.1 | $12M | 117k | 98.15 | |
| Medtronic SHS (MDT) | 0.1 | $11M | 137k | 78.36 | |
| Philip Morris International (PM) | 0.1 | $11M | 113k | 92.58 | |
| Cisco Systems (CSCO) | 0.1 | $8.7M | 162k | 53.76 | |
| Hdfc Bank Sponsored Ads (HDB) | 0.1 | $8.4M | 142k | 59.01 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $7.8M | 115k | 67.74 | |
| Infosys Sponsored Adr (INFY) | 0.1 | $7.2M | 420k | 17.11 | |
| Icici Bank Adr (IBN) | 0.0 | $5.8M | 250k | 23.12 | |
| Pdd Holdings Sponsored Ads (PDD) | 0.0 | $5.1M | 52k | 98.07 | |
| Coca-Cola Company (KO) | 0.0 | $2.6M | 46k | 55.98 |
