Q1 2025 · 13F-HR
Veritas Asset Management LLPholdings as filed
Filed 2025-05-15 · accession 0001172661-25-002100
$9.90B
Reported value
35
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 594918104 | MSFT | MICROSOFT CORP | $1.09B | 11.0% | 2,902,821 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $951.9M | 9.61% | 5,002,919 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $827.0M | 8.35% | 1,579,007 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $764.4M | 7.72% | 4,942,977 | Common | SOLE |
| 13646K108 | CP | CANADIAN PACIFIC KANSAS CITY | $746.9M | 7.54% | 10,638,175 | Common | SOLE |
| G0403H108 | AON | AON PLC | $734.2M | 7.42% | 1,839,697 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $663.3M | 6.70% | 1,333,052 | Common | SOLE |
| 16119P108 | CHTR | CHARTER COMMUNICATIONS INC N | $617.4M | 6.24% | 1,675,255 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $574.5M | 5.80% | 2,140,639 | Common | SOLE |
| 45866F104 | ICE | INTERCONTINENTAL EXCHANGE IN | $499.9M | 5.05% | 2,897,949 | Common | SOLE |
| 075887109 | BDX | BECTON DICKINSON & CO | $441.4M | 4.46% | 1,927,090 | Common | SOLE |
| 036752103 | ELV | ELEVANCE HEALTH INC | $414.5M | 4.19% | 952,903 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $403.9M | 4.08% | 736,921 | Common | SOLE |
| 216648501 | COO | COOPER COS INC | $324.6M | 3.28% | 3,847,698 | Common | SOLE |
| 98978V103 | ZTS | ZOETIS INC | $308.5M | 3.12% | 1,873,922 | Common | SOLE |
| 090572207 | BIO | BIO RAD LABS INC | $222.4M | 2.25% | 913,122 | Common | SOLE |
| 808513105 | SCHW | SCHWAB CHARLES CORP | $179.5M | 1.81% | 2,293,473 | Common | SOLE |
| 36118L106 | FUTU | FUTU HLDGS LTD | $30.6M | 0.31% | 298,650 | Common | SOLE |
| 88034P109 | TME | TENCENT MUSIC ENTMT GROUP | $21.7M | 0.22% | 1,507,402 | Common | SOLE |
| G5960L103 | MDT | MEDTRONIC PLC | $16.3M | 0.16% | 181,007 | Common | SOLE |
| 718172109 | PM | PHILIP MORRIS INTL INC | $13.8M | 0.14% | 86,784 | Common | SOLE |
| 351858105 | FNV | FRANCO NEV CORP | $11.4M | 0.12% | 72,266 | Common | SOLE |
| 40415F101 | HDB | HDFC BANK LTD | $10.0M | 0.10% | 150,926 | Common | SOLE |
| 553530106 | MSM | MSC INDL DIRECT INC | $9.1M | 0.09% | 116,681 | Common | SOLE |
| 192446102 | CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $8.8M | 0.09% | 115,295 | Common | SOLE |
| 64110W102 | NTES | NETEASE INC | $5.7M | 0.06% | 55,069 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $2.7M | 0.03% | 22,506 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $1.7M | 0.02% | 9,960 | Common | SOLE |
| 35969L108 | YMM | FULL TRUCK ALLIANCE CO LTD | $1.3M | 0.01% | 99,006 | Common | SOLE |
| 47215P106 | JD | JD.COM INC | $937,207 | 0.01% | 22,792 | Common | SOLE |
| 89677Q107 | TCOM | TRIP COM GROUP LTD | $862,653 | 0.01% | 13,568 | Common | SOLE |
| 482497104 | BEKE | KE HLDGS INC | $564,348 | 0.01% | 28,091 | Common | SOLE |
| 874080104 | TAL | TAL EDUCATION GROUP | $538,255 | 0.01% | 40,746 | Common | SOLE |
| 45104G104 | IBN | ICICI BANK LIMITED | $486,164 | 0.00% | 15,424 | Common | SOLE |
| 90138A103 | VNET | VNET GROUP INC | $412,509 | 0.00% | 50,306 | 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.