Veritas Asset Management LLP
CIK 1541448 · Holdings on Sep 30, 2025 · First reported Nov 4, 2025
Top ten holdings
Q3 2025- MSFT12.07%
- AMZN10.76%
- UNH9.79%
- AON7.82%
- CP7.73%
- CRM7.70%
- TMO6.31%
- GOOGL5.93%
- BDX5.91%
- CHTR4.54%
Share classes counted separately78.56%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- MSFTWeight decreased · -2.91 pp14.98% → 12.07%Shares -827.77K (-27.50%)
- GOOGLWeight decreased · -2.44 pp8.37% → 5.93%Shares -2.46M (-51.89%)
- BDXWeight increased · +2.29 pp3.62% → 5.91%Shares +852.85K (+40.57%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MSFTMICROSOFT CORP View history and evidence | $1.13B | 12.07% | 2.18M shares | 14.98% → 12.07%-2.91 pp -827.77K (-27.50%) | Reduced | ↗▾ |
| 02 | AMZNAMAZON.COM INC View history and evidence | $1.01B | 10.76% | 4.59M shares | 10.51% → 10.76%+0.25 pp -202.37K (-4.22%) | Reduced | ↗▾ |
| 03 | UNHUNITEDHEALTH GROUP INC View history and evidence | $916.08M | 9.79% | 2.65M shares | 9.70% → 9.79%+0.09 pp -455.00K (-14.64%) | Reduced | ↗▾ |
| 04 | AONAON PLC-CLASS ASHS CL A View history and evidence | $732.30M | 7.82% | 2.05M shares | 6.14% → 7.82%+1.68 pp +332.69K (+19.33%) | Added | ↗▾ |
| 05 | CPCANADIAN PACIFIC KANSAS CITY View history and evidence | $723.87M | 7.73% | 9.72M shares | 7.94% → 7.73%-0.21 pp -292.61K (-2.92%) | Reduced | ↗▾ |
| 06 | CRMSALESFORCE INC View history and evidence | $720.38M | 7.70% | 3.04M shares | 5.63% → 7.70%+2.07 pp +975.72K (+47.28%) | Added | ↗▾ |
| 07 | TMOTHERMO FISHER SCIENTIFIC INC View history and evidence | $590.81M | 6.31% | 1.22M shares | 5.13% → 6.31%+1.18 pp -45.34K (-3.59%) | Reduced | ↗▾ |
| 08 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $555.29M | 5.93% | 2.28M shares | 8.37% → 5.93%-2.44 pp -2.46M (-51.89%) | Reduced | ↗▾ |
| 09 | BDXBECTON DICKINSON AND CO View history and evidence | $553.07M | 5.91% | 2.95M shares | 3.62% → 5.91%+2.29 pp +852.85K (+40.57%) | Added | ↗▾ |
| 10 | CHTRCHARTER COMMUNICATIONS INC-ACL A View history and evidence | $424.91M | 4.54% | 1.54M shares | 6.50% → 4.54%-1.96 pp -45.90K (-2.89%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 6
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| CPNG COUPANG INC | Non-derivative | -513,138 | -$15.37M | SEC filing ↗ | SEC filing ↗ |
| HSAI HESAI GROUP | Non-derivative | -500,635 | -$10.99M | SEC filing ↗ | SEC filing ↗ |
| BEKE KE HOLDINGS INC-ADR | Non-derivative | -48,473 | -$859.91K | SEC filing ↗ | SEC filing ↗ |
3 / 6 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1541448 · Period 2025-09-30
Data loaded 2026-09-23 · First reported 2025-11-04
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 9360322001
}Take these holdings further.
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