Veritas Asset Management LLP Q2 2025 Filing
Filed August 7, 2025
Portfolio Value
$10.0T
Holdings
34
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (34 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 3,009,598 | $1.5T | 14.98% | |
| 2 | AMZNAMAZON COM INC | 4,790,137 | $1.1T | 10.51% | |
| 3 | UNHUNITEDHEALTH GROUP INC | 3,107,991 | $969.6B | 9.70% | |
| 4 | GOOGLALPHABET INC | 4,747,543 | $836.7B | 8.37% | |
| 5 | CPCANADIAN PACIFIC KANSAS CITY | 10,010,259 | $793.5B | 7.94% | |
| 6 | CHTRCHARTER COMMUNICATIONS INC N | 1,590,422 | $650.2B | 6.50% | |
| 7 | AONAON PLC | 1,720,988 | $614.0B | 6.14% | |
| 8 | CRMSALESFORCE INC | 2,063,844 | $562.8B | 5.63% | |
| 9 | TMOTHERMO FISHER SCIENTIFIC INC | 1,263,447 | $512.3B | 5.13% | |
| 10 | ICEINTERCONTINENTAL EXCHANGE IN | 2,160,038 | $396.3B | 3.96% | |
| 11 | MAMASTERCARD INCORPORATED | 695,212 | $390.7B | 3.91% | |
| 12 | BDXBECTON DICKINSON & CO | 2,102,044 | $362.1B | 3.62% | |
| 13 | ELVELEVANCE HEALTH INC | 913,358 | $355.3B | 3.55% | |
| 14 | ZTSZOETIS INC | 1,825,949 | $284.8B | 2.85% | |
| 15 | BUWABIO RAD LABS INC | 863,141 | $208.3B | 2.08% | |
| 16 | SCHWSCHWAB CHARLES CORP | 2,223,011 | $202.8B | 2.03% | |
| 17 | HLTHILTON WORLDWIDE HLDGS INC | 648,191 | $172.6B | 1.73% | |
| 18 | FUTUFUTU HLDGS LTD | 298,650 | $36.9B | 0.37% | |
| 19 | MDTMEDTRONIC PLC | 181,007 | $15.8B | 0.16% | |
| 20 | CPNGCOUPANG INC | 513,138 | $15.4B | 0.15% | |
| 21 | 4I1PHILIP MORRIS INTL INC | 72,383 | $13.2B | 0.13% | |
| 22 | HSAIHESAI GROUP | 500,635 | $11.0B | 0.11% | |
| 23 | HDBHDFC BANK LTD | 135,976 | $10.4B | 0.10% | |
| 24 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 115,295 | $9.0B | 0.09% | |
| 25 | MSMMSC INDL DIRECT INC | 94,539 | $8.0B | 0.08% | |
| 26 | NTESNETEASE INC | 55,069 | $7.4B | 0.07% | |
| 27 | PDDPDD HOLDINGS INC | 22,506 | $2.4B | 0.02% | |
| 28 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 9,960 | $2.3B | 0.02% | |
| 29 | YMMFULL TRUCK ALLIANCE CO LTD | 111,136 | $1.3B | 0.01% | |
| 30 | BEKEKE HLDGS INC | 48,473 | $859.9M | 0.01% | |
| 31 | JDJD.COM INC | 22,792 | $743.9M | 0.01% | |
| 32 | IBNICICI BANK LIMITED | 15,424 | $518.9M | 0.01% | |
| 33 | TALTAL EDUCATION GROUP | 40,746 | $416.4M | 0.00% | |
| 34 | VNETVNET GROUP INC | 50,306 | $347.1M | 0.00% |