13F HOLDINGS REPORT
Veritas Asset Management LLP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001172661-25-002100
Total Value
$9.90B
Positions
35
Other Managers
0
Confidential Omitted
No
Holdings (35)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 2,902,821 | $1.09B | 11.01% |
| 2 | AMAZON COM INC | AMZN | 5,002,919 | $951.9M | 9.61% |
| 3 | UNITEDHEALTH GROUP INC | UNH | 1,579,007 | $827.0M | 8.35% |
| 4 | ALPHABET INC | GOOG | 4,942,977 | $764.4M | 7.72% |
| 5 | CANADIAN PACIFIC KANSAS CITY | CP | 10,638,175 | $746.9M | 7.54% |
| 6 | AON PLC | AON | 1,839,697 | $734.2M | 7.42% |
| 7 | THERMO FISHER SCIENTIFIC INC | TMO | 1,333,052 | $663.3M | 6.70% |
| 8 | CHARTER COMMUNICATIONS INC N | 16119P108 | 1,675,255 | $617.4M | 6.24% |
| 9 | SALESFORCE INC | CRM | 2,140,639 | $574.5M | 5.80% |
| 10 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 2,897,949 | $499.9M | 5.05% |
| 11 | BECTON DICKINSON & CO | BDX | 1,927,090 | $441.4M | 4.46% |
| 12 | ELEVANCE HEALTH INC | ELV | 952,903 | $414.5M | 4.19% |
| 13 | MASTERCARD INCORPORATED | MA | 736,921 | $403.9M | 4.08% |
| 14 | COOPER COS INC | 216648501 | 3,847,698 | $324.6M | 3.28% |
| 15 | ZOETIS INC | ZTS | 1,873,922 | $308.5M | 3.12% |
| 16 | BIO RAD LABS INC | 090572207 | 913,122 | $222.4M | 2.25% |
| 17 | SCHWAB CHARLES CORP | SCHW-PJ | 2,293,473 | $179.5M | 1.81% |
| 18 | FUTU HLDGS LTD | FUTU | 298,650 | $30.6M | 0.31% |
| 19 | TENCENT MUSIC ENTMT GROUP | XHLD | 1,507,402 | $21.7M | 0.22% |
| 20 | MEDTRONIC PLC | MDT | 181,007 | $16.3M | 0.16% |
| 21 | PHILIP MORRIS INTL INC | 718172109 | 86,784 | $13.8M | 0.14% |
| 22 | FRANCO NEV CORP | FNV | 72,266 | $11.4M | 0.12% |
| 23 | HDFC BANK LTD | HDB | 150,926 | $10.0M | 0.10% |
| 24 | MSC INDL DIRECT INC | 553530106 | 116,681 | $9.1M | 0.09% |
| 25 | COGNIZANT TECHNOLOGY SOLUTIO | CTSH | 115,295 | $8.8M | 0.09% |
| 26 | NETEASE INC | NETTF | 55,069 | $5.7M | 0.06% |
| 27 | PDD HOLDINGS INC | PDD | 22,506 | $2.7M | 0.03% |
| 28 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 9,960 | $1.7M | 0.02% |
| 29 | FULL TRUCK ALLIANCE CO LTD | YMM | 99,006 | $1.3M | 0.01% |
| 30 | JD.COM INC | JDCMF | 22,792 | $937,207 | 0.01% |
| 31 | TRIP COM GROUP LTD | TRPCF | 13,568 | $862,653 | 0.01% |
| 32 | KE HLDGS INC | BEKE | 28,091 | $564,348 | 0.01% |
| 33 | TAL EDUCATION GROUP | TAL | 40,746 | $538,255 | 0.01% |
| 34 | ICICI BANK LIMITED | IBN | 15,424 | $486,164 | 0.00% |
| 35 | VNET GROUP INC | VNET | 50,306 | $412,509 | 0.00% |