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Veritas Asset Management LLP

Q3 2024 · 13F-HR

Veritas Asset Management LLPholdings as filed

Filed 2024-10-29 · accession 0001172661-24-004388

$13.53B
Reported value
34
Positions
2024-09-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
02079K305GOOGLALPHABET INC$1.54B11.4%9,300,950CommonSOLE
023135106AMZNAMAZON COM INC$1.44B10.7%7,742,823CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$1.04B7.72%12,208,139CommonSOLE
G0403H108AONAON PLC$1.04B7.70%3,010,557CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$1.03B7.60%1,759,015CommonSOLE
594918104MSFTMICROSOFT CORP$959.6M7.09%2,230,108CommonSOLE
79466L302CRMSALESFORCE INC$733.8M5.42%2,680,957CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$714.2M5.28%1,446,272CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$699.3M5.17%1,130,476CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$678.6M5.01%4,224,195CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$650.1M4.80%2,006,085CommonSOLE
036752103ELVELEVANCE HEALTH INC$570.8M4.22%1,097,778CommonSOLE
075887109BDXBECTON DICKINSON & CO$553.4M4.09%2,295,205CommonSOLE
216648501COOCOOPER COS INC$486.6M3.60%4,409,878CommonSOLE
98978V103ZTSZOETIS INC$448.9M3.32%2,297,522CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$372.8M2.75%1,347,058CommonSOLE
090572207BIOBIO RAD LABS INC$363.5M2.69%1,086,479CommonSOLE
36118L106FUTUFUTU HLDGS LTD$39.5M0.29%413,459CommonSOLE
47215P106JDJD.COM INC$29.6M0.22%741,055CommonSOLE
88034P109TMETENCENT MUSIC ENTMT GROUP$25.2M0.19%2,087,245CommonSOLE
G5960L103MDTMEDTRONIC PLC$16.3M0.12%181,007CommonSOLE
45104G104IBNICICI BANK LIMITED$12.8M0.09%429,919CommonSOLE
718172109PMPHILIP MORRIS INTL INC$12.3M0.09%101,545CommonSOLE
553530106MSMMSC INDL DIRECT INC$10.0M0.07%116,681CommonSOLE
40415F101HDBHDFC BANK LTD$9.7M0.07%155,817CommonSOLE
351858105FNVFRANCO NEV CORP$9.7M0.07%78,269CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$8.9M0.07%115,295CommonSOLE
30303M102METAMETA PLATFORMS INC$8.6M0.06%15,109CommonSOLE
64110W102NTESNETEASE INC$5.1M0.04%55,069CommonSOLE
456788108INFYINFOSYS LTD$4.3M0.03%194,488CommonSOLE
722304102PDDPDD HOLDINGS INC$3.5M0.03%25,715CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$3.0M0.02%17,302CommonSOLE
647581206EDUNEW ORIENTAL ED & TECHNOLOGY$2.0M0.01%26,038CommonSOLE
89677Q107TCOMTRIP COM GROUP LTD$939,4100.01%15,807CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.