Veritas Investment Management (UK) Ltd 13F 持仓 · 最近申报 2021年Q4
Veritas Investment Management (UK) 在 2021年Q4（报告期截至 2021-12-31）的 SEC 13F 申报中报告了 34 只证券，申报市值合计 6.48 亿美元。前几大持仓：UNH（7.68%）、TMO（6.87%）、LH（6.16%）。本季前 25 大持仓中：增持 3 只、减持 22 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | UNH | UNITEDHEALTH GROUP | $49.8M | 7.68% | 99,122 | 减持 |
| 2 | TMO | THERMO FISHER SCIENTIFIC | $44.5M | 6.87% | 66,719 | 减持 |
| 3 | LH | LABORATORY CORP AMERICA HOLDINGS | $39.9M | 6.16% | 126,965 | 减持 |
| 4 | ACN | ACCENTURE 'A' | $39.0M | 6.02% | 94,026 | 减持 |
| 5 | FNV | FRANCO-NEVADA | $38.6M | 5.96% | 220,601 | 增持 |
| 6 | CERN | CERNER CORP | $37.5M | 5.79% | 404,074 | 减持 |
| 7 | MA | MASTERCARD 'A' | $33.4M | 5.16% | 92,977 | 减持 |
| 8 | TSCO | TRACTOR SUPPLY | $32.9M | 5.09% | 138,060 | 减持 |
| 9 | MSFT | MICROSOFT | $32.7M | 5.05% | 97,309 | 减持 |
| 10 | MRSH | MARSH & MCLENNAN | $30.9M | 4.77% | 177,594 | 减持 |
| 11 | FISV | FISERV | $28.4M | 4.39% | 273,695 | 减持 |
| 12 | HAS | HASBRO | $26.8M | 4.13% | 263,029 | 减持 |
| 13 | ADP | AUTOMATIC DATA PROCESSING | $25.9M | 4.00% | 105,053 | 减持 |
| 14 | BR | BROADRIDGE FINANCIAL SOLUTIONS | $22.9M | 3.54% | 125,360 | 减持 |
| 15 | APH | AMPHENOL 'A' | $22.0M | 3.40% | 251,890 | 减持 |
| 16 | SNPS | SYNOPSYS | $21.2M | 3.27% | 57,560 | 减持 |
| 17 | AVY | AVERY DENNISON | $20.4M | 3.15% | 94,101 | 减持 |
| 18 | TSM | TAIWAN SEMICONDUCTOR -ADR SPONS.- | $20.0M | 3.09% | 166,567 | 增持 |
| 19 | ALGN | ALIGN TECHNOLOGY | $18.2M | 2.81% | 27,673 | 减持 |
| 20 | INTU | INTUIT | $17.5M | 2.70% | 27,181 | 减持 |
| 21 | AMZN | AMAZON.COM | $14.3M | 2.20% | 4,279 | 增持 |
| 22 | GOOG | ALPHABET 'C' -NON VOTING- | $14.0M | 2.17% | 4,850 | 减持 |
| 23 | GOOGL | ALPHABET 'A' | $7.7M | 1.19% | 2,668 | 减持 |
| 24 | BRKB | BERKSHIRE HATHAWAY 'B' | $5.0M | 0.78% | 16,886 | 减持 |
| 25 | JARDINE MATHESON HOLDINGS | $1.8M | 0.28% | 32,600 | 减持 |
来源：SEC 13F 申报文件 · 截至 2021-12-31
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR