Q3 2025 · 13F-HR
Veritas Asset Management LLPholdings as filed
Filed 2025-11-04 · accession 0001172661-25-004571
$9.36B
Reported value
30
Positions
2025-09-30
Period end
The Brief · Veritas Asset Management LLP · Q3 2025
AI · grounded in 13F
Veritas Asset Management LLP established a new position in MSFT valued at $1.13B. The fund also initiated new stakes in AMZN for $1.01B and UNH for $916.08M. Additional new positions include AON at $732.30M and CP at $723.87M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 594918104 | MSFT | MICROSOFT CORP | $1.13B | 12.1% | 2,181,829 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $1.01B | 10.8% | 4,587,764 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $916.1M | 9.79% | 2,652,995 | Common | SOLE |
| G0403H108 | AON | AON PLC | $732.3M | 7.82% | 2,053,673 | Common | SOLE |
| 13646K108 | CP | CANADIAN PACIFIC KANSAS CITY | $723.9M | 7.73% | 9,717,646 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $720.4M | 7.70% | 3,039,568 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $590.8M | 6.31% | 1,218,105 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $555.3M | 5.93% | 2,284,192 | Common | SOLE |
| 075887109 | BDX | BECTON DICKINSON & CO | $553.1M | 5.91% | 2,954,898 | Common | SOLE |
| 16119P108 | CHTR | CHARTER COMMUNICATIONS INC N | $424.9M | 4.54% | 1,544,527 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $377.8M | 4.04% | 664,248 | Common | SOLE |
| 45866F104 | ICE | INTERCONTINENTAL EXCHANGE IN | $346.1M | 3.70% | 2,054,294 | Common | SOLE |
| 036752103 | ELV | ELEVANCE HEALTH INC FORMERLY | $291.7M | 3.12% | 902,900 | Common | SOLE |
| 98978V103 | ZTS | ZOETIS INC | $261.4M | 2.79% | 1,786,297 | Common | SOLE |
| 090572207 | BIO | BIO RAD LABS INC | $236.7M | 2.53% | 844,039 | Common | SOLE |
| 941848103 | WAT | WATERS CORP | $175.3M | 1.87% | 584,770 | Common | SOLE |
| 808513105 | SCHW | SCHWAB CHARLES CORP | $142.1M | 1.52% | 1,488,189 | Common | SOLE |
| 36118L106 | FUTU | FUTU HLDGS LTD | $73.2M | 0.78% | 420,857 | Common | SOLE |
| 448579102 | H | HYATT HOTELS CORP | $29.1M | 0.31% | 204,801 | Common | SOLE |
| G5960L103 | MDT | MEDTRONIC PLC | $17.2M | 0.18% | 181,007 | Common | SOLE |
| 718172109 | PM | PHILIP MORRIS INTL INC | $10.9M | 0.12% | 67,036 | Common | SOLE |
| 43300A203 | HLT | HILTON WORLDWIDE HLDGS INC | $8.9M | 0.09% | 34,159 | Common | SOLE |
| 553530106 | MSM | MSC INDL DIRECT INC | $8.7M | 0.09% | 94,539 | Common | SOLE |
| 40415F101 | HDB | HDFC BANK LTD | $7.7M | 0.08% | 224,364 | Common | SOLE |
| 64110W102 | NTES | NETEASE INC | $6.6M | 0.07% | 43,463 | Common | SOLE |
| 192446102 | CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $5.2M | 0.06% | 78,090 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $3.0M | 0.03% | 22,506 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $2.8M | 0.03% | 9,960 | Common | SOLE |
| 35969L108 | YMM | FULL TRUCK ALLIANCE CO LTD | $1.4M | 0.02% | 111,136 | Common | SOLE |
| 874080104 | TAL | TAL EDUCATION GROUP | $456,355 | 0.00% | 40,746 | 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.