13F HOLDINGS REPORT
Veritas Asset Management LLP
Quarter ended Q4 2024 · Filed February 4, 2025 · Accession 0001172661-25-000488
Total Value
$10.72B
Positions
35
Other Managers
0
Confidential Omitted
No
Holdings (35)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 6,160,305 | $1.17B | 10.87% |
| 2 | AMAZON COM INC | AMZN | 5,257,561 | $1.15B | 10.76% |
| 3 | MICROSOFT CORP | MSFT | 2,010,982 | $847.6M | 7.90% |
| 4 | SALESFORCE INC | CRM | 2,432,713 | $813.3M | 7.58% |
| 5 | CANADIAN PACIFIC KANSAS CITY | CP | 11,189,446 | $809.8M | 7.55% |
| 6 | AON PLC | AON | 2,220,648 | $797.6M | 7.44% |
| 7 | UNITEDHEALTH GROUP INC | UNH | 1,547,220 | $782.7M | 7.30% |
| 8 | CHARTER COMMUNICATIONS INC N | 16119P108 | 1,800,378 | $617.1M | 5.75% |
| 9 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 3,750,592 | $558.9M | 5.21% |
| 10 | THERMO FISHER SCIENTIFIC INC | TMO | 1,027,159 | $534.4M | 4.98% |
| 11 | BECTON DICKINSON & CO | BDX | 2,057,554 | $466.8M | 4.35% |
| 12 | MASTERCARD INCORPORATED | MA | 867,937 | $457.0M | 4.26% |
| 13 | COOPER COS INC | 216648501 | 4,054,818 | $372.8M | 3.48% |
| 14 | ELEVANCE HEALTH INC | ELV | 986,738 | $364.0M | 3.39% |
| 15 | ZOETIS INC | ZTS | 1,972,680 | $321.4M | 3.00% |
| 16 | BIO RAD LABS INC | 090572207 | 976,827 | $320.9M | 2.99% |
| 17 | SCHWAB CHARLES CORP | SCHW-PJ | 2,508,436 | $185.6M | 1.73% |
| 18 | TENCENT MUSIC ENTMT GROUP | XHLD | 3,017,695 | $34.3M | 0.32% |
| 19 | FUTU HLDGS LTD | FUTU | 301,644 | $24.1M | 0.22% |
| 20 | MEDTRONIC PLC | MDT | 181,007 | $14.5M | 0.13% |
| 21 | ICICI BANK LIMITED | IBN | 429,919 | $12.8M | 0.12% |
| 22 | PHILIP MORRIS INTL INC | 718172109 | 101,545 | $12.2M | 0.11% |
| 23 | HDFC BANK LTD | HDB | 155,817 | $10.0M | 0.09% |
| 24 | COGNIZANT TECHNOLOGY SOLUTIO | CTSH | 115,295 | $8.9M | 0.08% |
| 25 | MSC INDL DIRECT INC | 553530106 | 116,681 | $8.7M | 0.08% |
| 26 | FRANCO NEV CORP | FNV | 72,266 | $8.5M | 0.08% |
| 27 | AUTOMATIC DATA PROCESSING IN | ADP | 26,791 | $7.8M | 0.07% |
| 28 | NETEASE INC | NETTF | 55,069 | $4.9M | 0.05% |
| 29 | PDD HOLDINGS INC | PDD | 23,791 | $2.3M | 0.02% |
| 30 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 9,960 | $2.0M | 0.02% |
| 31 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 26,038 | $1.7M | 0.02% |
| 32 | JD.COM INC | JDCMF | 24,099 | $835,512 | 0.01% |
| 33 | FULL TRUCK ALLIANCE CO LTD | YMM | 72,884 | $788,605 | 0.01% |
| 34 | KE HLDGS INC | BEKE | 29,702 | $547,111 | 0.01% |
| 35 | TAL EDUCATION GROUP | TAL | 43,076 | $431,622 | 0.00% |