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Veritas Asset Management LLP

Portfolio Manager
Veritas Asset Management LLP
Performance
+2.65% (2025 Q4)
AUM (13F)
$5.90B
# of Holdings
21
Performance Rank
Allocation (Top 20)
99.97%

Veritas Asset Management LLP Holdings Map

Top 21 Veritas Asset Management LLP Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AMZN
AMAZON COM INC
9.24%2.62M$545.5M
-40.14%(-1.76M)
2025-Q1: 5.00M shares2025-Q2: 4.79M shares2025-Q3: 4.59M shares2025-Q4: 4.38M shares2026-Q1: 2.62M shares
$150.72(+77.29%)
2026-03-31
CP
CANADIAN PACIFIC KANSAS CITY
9.13%6.85M$539.2M
-26.65%(-2.49M)
2025-Q1: 10.64M shares2025-Q2: 10.01M shares2025-Q3: 9.72M shares2025-Q4: 9.34M shares2026-Q1: 6.85M shares
$50.28(+72.83%)
2026-03-31
MA
MASTERCARD INCORPORATED
9%1.06M$531.3M
+34.96%(+275.46K)
2025-Q1: 736.9K shares2025-Q2: 695.2K shares2025-Q3: 664.2K shares2025-Q4: 787.9K shares2026-Q1: 1.06M shares
$403.50(+21.42%)
2026-03-31
UNH
UNITEDHEALTH GROUP INC
8.63%1.88M$509.3M
-25.69%(-650.56K)
2025-Q1: 1.58M shares2025-Q2: 3.11M shares2025-Q3: 2.65M shares2025-Q4: 2.53M shares2026-Q1: 1.88M shares
$331.39(+20.43%)
2026-03-31
AON
AON PLC
8.31%1.52M$490.7M
-23.70%(-472.18K)
2025-Q1: 1.84M shares2025-Q2: 1.72M shares2025-Q3: 2.05M shares2025-Q4: 1.99M shares2026-Q1: 1.52M shares
$322.02(-2.05%)
2026-03-31
MSFT
MICROSOFT CORP
8.14%1.30M$480.7M
-37.75%(-787.36K)
2025-Q1: 2.90M shares2025-Q2: 3.01M shares2025-Q3: 2.18M shares2025-Q4: 2.09M shares2026-Q1: 1.30M shares
$267.59(+53.01%)
2026-03-31
CRM
SALESFORCE INC
7.13%2.25M$420.7M
-23.98%(-711.17K)
2025-Q1: 2.14M shares2025-Q2: 2.06M shares2025-Q3: 3.04M shares2025-Q4: 2.97M shares2026-Q1: 2.25M shares
$262.02(-36.04%)
2026-03-31
TMO
THERMO FISHER SCIENTIFIC INC
7.04%846.0K$415.8M
-25.39%(-287.87K)
2025-Q1: 1.33M shares2025-Q2: 1.26M shares2025-Q3: 1.22M shares2025-Q4: 1.13M shares2026-Q1: 846.0K shares
$400.75(+11.84%)
2026-03-31
WAT
WATERS CORP
6.06%1.20M$357.6M
-3.25%(-40.39K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 584.8K shares2025-Q4: 1.24M shares2026-Q1: 1.20M shares
$332.57(+0.19%)
2026-03-31
ICE
INTERCONTINENTAL EXCHANGE IN
5.72%2.15M$337.7M
-25.13%(-720.47K)
2025-Q1: 2.90M shares2025-Q2: 2.16M shares2025-Q3: 2.05M shares2025-Q4: 2.87M shares2026-Q1: 2.15M shares
$110.39(+41.07%)
2026-03-31

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