Veritas Asset Management Llp

Investment Portfolio & 13F Holdings Analysis

About

Veritas Asset Management LLP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 35 holdings worth $9.9 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 35
Total Value: 9900627885
Accession Number: 0001172661-25-002100
Form Type: 13F-HR
CIK: 0001541448
Manager Name: Veritas Asset Management Llp

Data Enrichment

97% identified

34 identified1 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

35 positions • $9,900,627.885K total value

35 positions

Manager:

SEC FilingSEC DataHachi Filing

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MICROSOFT CORP

MSFT|594918104

2902821(+44.3%)

Value:

$1.1T(+28.6%)

AMAZON COM INC

AMZN|023135106

5002919(-4.8%)

Value:

$951.9B(-17.5%)

UNITEDHEALTH GROUP INC

UNH|91324P102

1579007(+2.0%)

Value:

$827.0B(+5.7%)

Alphabet Inc.

GOOGL|02079K305

4942977(-19.8%)

Value:

$764.4B(-34.5%)

CANADIAN PACIFIC KANSAS CITY LTD/CN

CP.TO|13646K108

10638175(-4.9%)

Value:

$746.9B(-7.8%)

Aon plc

AON|G0403H108

1839697(-17.1%)

Value:

$734.2B(-7.9%)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

1333052(+29.8%)

Value:

$663.3B(+24.1%)

CHARTER COMMUNICATIONS, INC. /MO/

CHTR|16119P108

1675255(-6.9%)

Value:

$617.4B(+0.0%)

Salesforce, Inc.

CRM|79466L302

2140639(-12.0%)

Value:

$574.5B(-29.4%)

Intercontinental Exchange, Inc.

ICE|45866F104

2897949(-22.7%)

Value:

$499.9B(-10.6%)

BECTON DICKINSON & CO

BDX|075887109

1927090(-6.3%)

Value:

$441.4B(-5.4%)

Elevance Health, Inc.

ELV|036752103

952903(-3.4%)

Value:

$414.5B(+13.9%)

Mastercard Inc

MA|57636Q104

736921(-15.1%)

Value:

$403.9B(-11.6%)

COOPER COMPANIES, INC.

COO|216648501

3847698(-5.1%)

Value:

$324.6B(-12.9%)

Zoetis Inc.

ZTS|98978V103

1873922(-5.0%)

Value:

$308.5B(-4.0%)

BIO-RAD LABORATORIES, INC.

BIO|090572207

913122(-6.5%)

Value:

$222.4B(-30.7%)

SCHWAB CHARLES CORP

SCHW|808513105

2293473(-8.6%)

Value:

$179.5B(-3.3%)

36118L106

298650(-1.0%)

Value:

$30.6B(+26.7%)

Tencent Music Entertainment Group

TME|88034P109

1507402(-50.0%)

Value:

$21.7B(-36.6%)

Medtronic plc

MDT|G5960L103

181007(+0.0%)

Value:

$16.3B(+12.5%)

Instrument	Shares		Other Manager	Value
Microsoft Corp(MSFTcusip594918104)	2.9M	QoQ +44.34% (+891.8K) YoY +64.80% (+1.1M)	All Managers (Combined)	$1.1B	QoQ +28.55% (+$242.1M) YoY +47.04% (+$348.6M)
Amazon Com Inc(AMZNcusip023135106)	5.0M	QoQ -4.84% (-254.6K) YoY -30.66% (-2.2M)	All Managers (Combined)	$951.9M	QoQ -17.47% (-$201.6M) YoY -26.87% (-$349.8M)
Unitedhealth Group Inc(UNHcusip91324P102)	1.6M	QoQ +2.05% (+31.8K) YoY -13.28% (-241.8K)	All Managers (Combined)	$827.0M	QoQ +5.66% (+$44.3M) YoY -8.18% (-$73.8M)
Alphabet Inc.(GOOGLcusip02079K305)	4.9M	QoQ -19.76% (-1.2M) YoY -50.02% (-4.9M)	All Managers (Combined)	$764.4M	QoQ -34.45% (-$401.8M) YoY -48.79% (-$728.3M)
Canadian Pacific Kansas City Ltd/Cn(CP.TOcusip13646K108)	10.6M	QoQ -4.92% (-551.3K) YoY -19.28% (-2.5M)	All Managers (Combined)	$746.9M	QoQ -7.76% (-$62.9M) YoY -35.72% (-$415.2M)
Aon Plc(AONcusipG0403H108)	1.8M	QoQ -17.15% (-381.0K) YoY +489.85% (+1.5M)	All Managers (Combined)	$734.2M	QoQ -7.94% (-$63.4M) YoY +605.39% (+$630.1M)
Thermo Fisher Scientific Inc.(TMOcusip883556102)	1.3M	QoQ +29.78% (+305.9K) YoY -21.13% (-357.2K)	All Managers (Combined)	$663.3M	QoQ +24.13% (+$129.0M) YoY -32.47% (-$319.1M)
Charter Communications, Inc. /Mo/(CHTRcusip16119P108)	1.7M	QoQ -6.94% (-125.1K) YoY -25.51% (-573.9K)	All Managers (Combined)	$617.4M	QoQ +0.04% (-$266.2K) YoY -5.55% (-$36.3M)
Salesforce, Inc.(CRMcusip79466L302)	2.1M	QoQ -12.00% (-292.1K) YoY NEW(+2.1M)	All Managers (Combined)	$574.5M	QoQ -29.36% (-$238.9M) YoY NEW(+$574.5M)
Intercontinental Exchange, Inc.(ICEcusip45866F104)	2.9M	QoQ -22.73% (-852.6K) YoY -60.96% (-4.5M)	All Managers (Combined)	$499.9M	QoQ -10.55% (-$59.0M) YoY -50.99% (-$520.3M)
Becton Dickinson & Co(BDXcusip075887109)	1.9M	QoQ -6.34% (-130.5K) YoY -11.06% (-239.7K)	All Managers (Combined)	$441.4M	QoQ -5.43% (-$25.4M) YoY -17.67% (-$94.8M)
Elevance Health, Inc.(ELVcusip036752103)	952.9K	QoQ -3.42% (-33.8K) YoY -17.85% (-207.1K)	All Managers (Combined)	$414.5M	QoQ +13.86% (-$50.5M) YoY -31.09% (-$187.0M)
Mastercard Inc(MAcusip57636Q104)	736.9K	QoQ -15.09% (-131.0K) YoY -61.18% (-1.2M)	All Managers (Combined)	$403.9M	QoQ -11.62% (-$53.1M) YoY -55.81% (-$510.3M)
Cooper Companies, Inc.(COOcusip216648501)	3.8M	QoQ -5.10% (-207.1K) YoY -16.63% (-767.9K)	All Managers (Combined)	$324.6M	QoQ -12.93% (-$48.2M) YoY -30.69% (-$143.7M)
Zoetis Inc.(ZTScusip98978V103)	1.9M	QoQ -5.00% (-98.8K) YoY NEW(+1.9M)	All Managers (Combined)	$308.5M	QoQ -4.00% (-$12.9M) YoY NEW(+$308.5M)
Bio-Rad Laboratories, Inc.(BIOcusip090572207)	913.1K	QoQ -6.52% (-63.7K) YoY -20.39% (-234.0K)	All Managers (Combined)	$222.4M	QoQ -30.69% (-$98.5M) YoY -43.94% (-$174.3M)
Schwab Charles Corp(SCHWcusip808513105)	2.3M	QoQ -8.56% (-215.0K) YoY NEW(+2.3M)	All Managers (Combined)	$179.5M	QoQ -3.29% (-$6.1M) YoY NEW(+$179.5M)
(cusip36118L106)✕	298.6K	QoQ -0.99% (-3.0K) YoY NEW(+298.6K)	All Managers (Combined)	$30.6M	QoQ +26.68% (-$6.4M) YoY NEW(+$30.6M)
Tencent Music Entertainment Group(TMEcusip88034P109)	1.5M	QoQ -50.04% (-1.5M) YoY NEW(+1.5M)	All Managers (Combined)	$21.7M	QoQ -36.58% (-$12.5M) YoY NEW(+$21.7M)
Medtronic Plc(MDTcusipG5960L103)	181.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$16.3M	QoQ +12.49% (+$1.8M) YoY +3.10% (+$490.5K)