Q4 2024 · 13F-HR
Veritas Asset Management LLPholdings as filed
Filed 2025-02-04 · accession 0001172661-25-000488
$10.72B
Reported value
35
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 02079K305 | GOOGL | ALPHABET INC | $1.17B | 10.9% | 6,160,305 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $1.15B | 10.8% | 5,257,561 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $847.6M | 7.90% | 2,010,982 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $813.3M | 7.58% | 2,432,713 | Common | SOLE |
| 13646K108 | CP | CANADIAN PACIFIC KANSAS CITY | $809.8M | 7.55% | 11,189,446 | Common | SOLE |
| G0403H108 | AON | AON PLC | $797.6M | 7.44% | 2,220,648 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $782.7M | 7.30% | 1,547,220 | Common | SOLE |
| 16119P108 | CHTR | CHARTER COMMUNICATIONS INC N | $617.1M | 5.75% | 1,800,378 | Common | SOLE |
| 45866F104 | ICE | INTERCONTINENTAL EXCHANGE IN | $558.9M | 5.21% | 3,750,592 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $534.4M | 4.98% | 1,027,159 | Common | SOLE |
| 075887109 | BDX | BECTON DICKINSON & CO | $466.8M | 4.35% | 2,057,554 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $457.0M | 4.26% | 867,937 | Common | SOLE |
| 216648501 | COO | COOPER COS INC | $372.8M | 3.48% | 4,054,818 | Common | SOLE |
| 036752103 | ELV | ELEVANCE HEALTH INC | $364.0M | 3.39% | 986,738 | Common | SOLE |
| 98978V103 | ZTS | ZOETIS INC | $321.4M | 3.00% | 1,972,680 | Common | SOLE |
| 090572207 | BIO | BIO RAD LABS INC | $320.9M | 2.99% | 976,827 | Common | SOLE |
| 808513105 | SCHW | SCHWAB CHARLES CORP | $185.6M | 1.73% | 2,508,436 | Common | SOLE |
| 88034P109 | TME | TENCENT MUSIC ENTMT GROUP | $34.3M | 0.32% | 3,017,695 | Common | SOLE |
| 36118L106 | FUTU | FUTU HLDGS LTD | $24.1M | 0.22% | 301,644 | Common | SOLE |
| G5960L103 | MDT | MEDTRONIC PLC | $14.5M | 0.13% | 181,007 | Common | SOLE |
| 45104G104 | IBN | ICICI BANK LIMITED | $12.8M | 0.12% | 429,919 | Common | SOLE |
| 718172109 | PM | PHILIP MORRIS INTL INC | $12.2M | 0.11% | 101,545 | Common | SOLE |
| 40415F101 | HDB | HDFC BANK LTD | $10.0M | 0.09% | 155,817 | Common | SOLE |
| 192446102 | CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $8.9M | 0.08% | 115,295 | Common | SOLE |
| 553530106 | MSM | MSC INDL DIRECT INC | $8.7M | 0.08% | 116,681 | Common | SOLE |
| 351858105 | FNV | FRANCO NEV CORP | $8.5M | 0.08% | 72,266 | Common | SOLE |
| 053015103 | ADP | AUTOMATIC DATA PROCESSING IN | $7.8M | 0.07% | 26,791 | Common | SOLE |
| 64110W102 | NTES | NETEASE INC | $4.9M | 0.05% | 55,069 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $2.3M | 0.02% | 23,791 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $2.0M | 0.02% | 9,960 | Common | SOLE |
| 647581206 | EDU | NEW ORIENTAL ED & TECHNOLOGY | $1.7M | 0.02% | 26,038 | Common | SOLE |
| 47215P106 | JD | JD.COM INC | $835,512 | 0.01% | 24,099 | Common | SOLE |
| 35969L108 | YMM | FULL TRUCK ALLIANCE CO LTD | $788,605 | 0.01% | 72,884 | Common | SOLE |
| 482497104 | BEKE | KE HLDGS INC | $547,111 | 0.01% | 29,702 | Common | SOLE |
| 874080104 | TAL | TAL EDUCATION GROUP | $431,622 | 0.00% | 43,076 | Common | SOLE |
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.