Veritas Asset Management Llp

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 35Value: $9.9BLatest: 2025Q1

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.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GOOGL",
  "CP.TO",
  "YMM",
  "IBN",
  "FNV",
  "ICE",
  "MA",
  "MDT",
  "MSFT",
  "TAL",
  "UNH",
  "TMO",
  "SCHW",
  "TSM",
  "VNET",
  "MSM",
  "AON",
  null,
  "AMZN",
  "HDB",
  "TME",
  "NTES",
  "BEKE",
  "PDD",
  "JD",
  "TCOM",
  "CRM",
  "BDX",
  "BIO",
  "CHTR",
  "CTSH",
  "COO",
  "ELV",
  "PM",
  "ZTS"
]

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: veritas-asset-management-llp
Manager Name: Veritas-Asset-Management-Llp

Data Enrichment

97% identified

34 identified1 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

35 positions • $9.9B total value

SEC FilingSEC DataHachi Filing

Manager:

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MICROSOFT CORP

MSFT|594918104

Shares:2.9M

Value:$1.1B

% of Portfolio:11.0% ($1.1B/$9.9B)

AMAZON COM INC

AMZN|023135106

Shares:5.0M

Value:$951.9M

% of Portfolio:9.6% ($951.9M/$9.9B)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:1.6M

Value:$827.0M

% of Portfolio:8.4% ($827.0M/$9.9B)

Alphabet Inc.

GOOGL|02079K305

Shares:4.9M

Value:$764.4M

% of Portfolio:7.7% ($764.4M/$9.9B)

CANADIAN PACIFIC KANSAS CITY LTD/CN

CP.TO|13646K108

Shares:10.6M

Value:$746.9M

% of Portfolio:7.5% ($746.9M/$9.9B)

Aon plc

AON|G0403H108

Shares:1.8M

Value:$734.2M

% of Portfolio:7.4% ($734.2M/$9.9B)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:1.3M

Value:$663.3M

% of Portfolio:6.7% ($663.3M/$9.9B)

CHARTER COMMUNICATIONS, INC. /MO/

CHTR|16119P108

Shares:1.7M

Value:$617.4M

% of Portfolio:6.2% ($617.4M/$9.9B)

Salesforce, Inc.

CRM|79466L302

Shares:2.1M

Value:$574.5M

% of Portfolio:5.8% ($574.5M/$9.9B)

Intercontinental Exchange, Inc.

ICE|45866F104

Shares:2.9M

Value:$499.9M

% of Portfolio:5.0% ($499.9M/$9.9B)

BECTON DICKINSON & CO

BDX|075887109

Shares:1.9M

Value:$441.4M

% of Portfolio:4.5% ($441.4M/$9.9B)

Elevance Health, Inc.

ELV|036752103

Shares:952.9K

Value:$414.5M

% of Portfolio:4.2% ($414.5M/$9.9B)

Mastercard Inc

MA|57636Q104

Shares:736.9K

Value:$403.9M

% of Portfolio:4.1% ($403.9M/$9.9B)

COOPER COMPANIES, INC.

COO|216648501

Shares:3.8M

Value:$324.6M

% of Portfolio:3.3% ($324.6M/$9.9B)

Zoetis Inc.

ZTS|98978V103

Shares:1.9M

Value:$308.5M

% of Portfolio:3.1% ($308.5M/$9.9B)

BIO-RAD LABORATORIES, INC.

BIO|090572207

Shares:913.1K

Value:$222.4M

% of Portfolio:2.2% ($222.4M/$9.9B)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:2.3M

Value:$179.5M

% of Portfolio:1.8% ($179.5M/$9.9B)

36118L106

Shares:298.6K

Value:$30.6M

% of Portfolio:0.3% ($30.6M/$9.9B)

Tencent Music Entertainment Group

TME|88034P109

Shares:1.5M

Value:$21.7M

% of Portfolio:0.2% ($21.7M/$9.9B)

Medtronic plc

MDT|G5960L103

Shares:181.0K

Value:$16.3M

% of Portfolio:0.2% ($16.3M/$9.9B)

Instrument	Shares		Other Manager	Value	% of Portfolio
MICROSOFT CORP(MSFTcusip594918104)	2.9M	QoQ +44.34% (+891.8K) YoY +64.80% (+1.1M)	All Managers (Combined)	$1.1B	11.0% ($1.1B/$9.9B)	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	9.6% ($951.9M/$9.9B)	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	8.4% ($827.0M/$9.9B)	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	7.7% ($764.4M/$9.9B)	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	7.5% ($746.9M/$9.9B)	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	7.4% ($734.2M/$9.9B)	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	6.7% ($663.3M/$9.9B)	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	6.2% ($617.4M/$9.9B)	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	5.8% ($574.5M/$9.9B)	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	5.0% ($499.9M/$9.9B)	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	4.5% ($441.4M/$9.9B)	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	4.2% ($414.5M/$9.9B)	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	4.1% ($403.9M/$9.9B)	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	3.3% ($324.6M/$9.9B)	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	3.1% ($308.5M/$9.9B)	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	2.2% ($222.4M/$9.9B)	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	1.8% ($179.5M/$9.9B)	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	0.3% ($30.6M/$9.9B)	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	0.2% ($21.7M/$9.9B)	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	0.2% ($16.3M/$9.9B)	QoQ +12.49% (+$1.8M) YoY +3.10% (+$490.5K)