Veritas Asset Management LLP
CIK: 0001541448Latest portfolio: $9.8B · Q4 2025
Holdings
27
Total Value
$9.8B
New Positions
27
Closed Positions
0
Top Holdings
View All 27 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 4,375,845 | $1.0B | 10.34% | NEW | |
| 2 | MSFTMICROSOFT CORP | 2,085,994 | $1.0B | 10.32% | NEW | |
| 3 | UNHUNITEDHEALTH GROUP INC | 2,532,631 | $836.0M | 8.55% | NEW | |
| 4 | CRMSALESFORCE INC | 2,965,053 | $785.5M | 8.04% | NEW | |
| 5 | AONAON PLC | 1,992,453 | $703.1M | 7.19% | NEW | |
| 6 | CPCANADIAN PACIFIC KANSAS CITY | 9,344,449 | $688.0M | 7.04% | NEW | |
| 7 | TMOTHERMO FISHER SCIENTIFIC INC | 1,133,869 | $657.0M | 6.72% | NEW | |
| 8 | GOOGLALPHABET INC | 1,836,779 | $574.9M | 5.88% | NEW | |
| 9 | BDXBECTON DICKINSON & CO | 2,874,579 | $557.9M | 5.71% | NEW | |
| 10 | WATWATERS CORP | 1,241,206 | $471.4M | 4.82% | NEW | |
| 11 | ICEINTERCONTINENTAL EXCHANGE IN | 2,867,517 | $464.4M | 4.75% | NEW | |
| 12 | MAMASTERCARD INCORPORATED | 787,850 | $449.8M | 4.60% | NEW | |
| 13 | CHTRCHARTER COMMUNICATIONS INC N | 1,521,130 | $317.5M | 3.25% | NEW | |
| 14 | ELVELEVANCE HEALTH INC FORMERLY | 873,993 | $306.4M | 3.13% | NEW | |
| 15 | HHYATT HOTELS CORP | 1,900,417 | $304.7M | 3.12% | NEW | |
| 16 | ZTSZOETIS INC | 1,762,032 | $221.7M | 2.27% | NEW | |
| 17 | T7DTRANSDIGM GROUP INC | 141,842 | $188.6M | 1.93% | NEW | |
| 18 | BUWABIO RAD LABS INC | 543,335 | $164.6M | 1.68% | NEW | |
| 19 | MDTMEDTRONIC PLC | 181,007 | $17.4M | 0.18% | NEW | |
| 20 | 4I1PHILIP MORRIS INTL INC | 67,036 | $10.8M | 0.11% | NEW | |
| 21 | HDBHDFC BANK LTD | 224,364 | $8.2M | 0.08% | NEW | |
| 22 | MSMMSC INDL DIRECT INC | 94,539 | $8.0M | 0.08% | NEW | |
| 23 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 78,090 | $6.5M | 0.07% | NEW | |
| 24 | NTESNETEASE INC | 32,957 | $4.5M | 0.05% | NEW | |
| 25 | SESEA LTD | 22,860 | $2.9M | 0.03% | NEW |
Quarterly Changes
Sector Breakdown
Healthcare0.0% ($8.360466570205578e+31T)
Technology0.0% ($1008828785472648.1T)
Financial Services0.0% ($7030964644234.5T)
Consumer Cyclical0.0% ($101003230467.4T)
Unknown0.0% ($18862816.5T)
Communication Services0.0% ($574.9T)
Industrials0.0% ($6.9T)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Feb 17, 2026 | $9.8B | 27 |
| Q3 2025 | Nov 4, 2025 | $9.4T | 0 |
| Q2 2025 | Aug 7, 2025 | $10.0T | 34 |
| Q1 2025 | May 15, 2025 | $9.9T | 35 |
| Q4 2024 | Feb 4, 2025 | $10.7T | 35 |
| Q3 2024 | Oct 29, 2024 | $13532.9T | 34 |
| Q2 2024 | Aug 12, 2024 | $13216.4T | 32 |
| Q1 2024 | May 10, 2024 | $13786.6T | 33 |
| Q4 2023 | Feb 14, 2024 | $13892.0T | 33 |
| Q3 2023 | Oct 20, 2023 | $13284.3T | 35 |
| Q2 2023 | Aug 8, 2023 | $13304.9T | 37 |
| Q1 2023 | May 10, 2023 | $13535.1T | 34 |
| Q4 2022 | Feb 7, 2023 | $12214.5T | 32 |
| Q3 2022 | Nov 10, 2022 | $12.1T | 37 |
| Q2 2022 | Aug 3, 2022 | $13.4T | 38 |
| Q1 2022 | May 6, 2022 | $16.3T | 35 |
| Q4 2021 | Feb 8, 2022 | $17.8T | 32 |
| Q3 2021 | Oct 29, 2021 | $17.4T | 33 |
| Q2 2021 | Jul 29, 2021 | $17.8T | 33 |
| Q1 2021 | May 13, 2021 | $18.3T | 35 |
| Q4 2020 | Feb 11, 2021 | $16.8T | 35 |
| Q3 2020 | Nov 12, 2020 | $14.4T | 30 |
| Q2 2020 | Aug 11, 2020 | $13.7T | 30 |
| Q1 2020 | May 7, 2020 | $12.6T | 32 |
| Q4 2019 | Feb 5, 2020 | $11.7T | 23 |
| Q3 2019 | Oct 31, 2019 | $10.3T | 25 |
| Q2 2019 | Aug 8, 2019 | $11.7T | 24 |
| Q1 2019 | May 2, 2019 | $11.1T | 24 |
| Q4 2018 | Feb 12, 2019 | $10.8T | 27 |
| Q3 2018 | Oct 26, 2018 | $11.9T | 27 |
| Q2 2018 | Aug 1, 2018 | $12.2T | 31 |
| Q1 2018 | May 2, 2018 | $12.4T | 31 |
| Q4 2017 | Feb 14, 2018 | $12.9T | 29 |
| Q3 2017 | Nov 1, 2017 | $12.2T | 27 |
| Q2 2017 | Aug 8, 2017 | $12.8T | 29 |
| Q1 2017 | May 11, 2017 | $11.1T | 28 |
| Q4 2016 | Feb 10, 2017 | $9.4T | 28 |
| Q3 2016 | Nov 7, 2016 | $8.8T | 31 |
| Q2 2016 | Aug 1, 2016 | $9.1T | 32 |
| Q1 2016 | May 5, 2016 | $8.0T | 31 |
Fund Information
Veritas Asset Management LLP is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $9.8B across 27 holdings. The largest position is AMAZON COM INC (AMZN), representing 10.3% of the portfolio. Compared to the previous quarter, the fund opened 27 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.