13F HOLDINGS REPORT
Veritas Asset Management LLP
Quarter ended Q2 2025 · Filed August 7, 2025 · Accession 0001172661-25-002935
Total Value
$10.00B
Positions
34
Other Managers
0
Confidential Omitted
No
Holdings (34)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 3,009,598 | $1.50B | 14.98% |
| 2 | AMAZON COM INC | AMZN | 4,790,137 | $1.05B | 10.51% |
| 3 | UNITEDHEALTH GROUP INC | UNH | 3,107,991 | $969.6M | 9.70% |
| 4 | ALPHABET INC | GOOG | 4,747,543 | $836.7M | 8.37% |
| 5 | CANADIAN PACIFIC KANSAS CITY | CP | 10,010,259 | $793.5M | 7.94% |
| 6 | CHARTER COMMUNICATIONS INC N | 16119P108 | 1,590,422 | $650.2M | 6.50% |
| 7 | AON PLC | AON | 1,720,988 | $614.0M | 6.14% |
| 8 | SALESFORCE INC | CRM | 2,063,844 | $562.8M | 5.63% |
| 9 | THERMO FISHER SCIENTIFIC INC | TMO | 1,263,447 | $512.3M | 5.13% |
| 10 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 2,160,038 | $396.3M | 3.96% |
| 11 | MASTERCARD INCORPORATED | MA | 695,212 | $390.7M | 3.91% |
| 12 | BECTON DICKINSON & CO | BDX | 2,102,044 | $362.1M | 3.62% |
| 13 | ELEVANCE HEALTH INC | ELV | 913,358 | $355.3M | 3.55% |
| 14 | ZOETIS INC | ZTS | 1,825,949 | $284.8M | 2.85% |
| 15 | BIO RAD LABS INC | 090572207 | 863,141 | $208.3M | 2.08% |
| 16 | SCHWAB CHARLES CORP | SCHW-PJ | 2,223,011 | $202.8M | 2.03% |
| 17 | HILTON WORLDWIDE HLDGS INC | HLT | 648,191 | $172.6M | 1.73% |
| 18 | FUTU HLDGS LTD | FUTU | 298,650 | $36.9M | 0.37% |
| 19 | MEDTRONIC PLC | MDT | 181,007 | $15.8M | 0.16% |
| 20 | COUPANG INC | CPNG | 513,138 | $15.4M | 0.15% |
| 21 | PHILIP MORRIS INTL INC | 718172109 | 72,383 | $13.2M | 0.13% |
| 22 | HESAI GROUP | HSIGF | 500,635 | $11.0M | 0.11% |
| 23 | HDFC BANK LTD | HDB | 135,976 | $10.4M | 0.10% |
| 24 | COGNIZANT TECHNOLOGY SOLUTIO | CTSH | 115,295 | $9.0M | 0.09% |
| 25 | MSC INDL DIRECT INC | 553530106 | 94,539 | $8.0M | 0.08% |
| 26 | NETEASE INC | NETTF | 55,069 | $7.4M | 0.07% |
| 27 | PDD HOLDINGS INC | PDD | 22,506 | $2.4M | 0.02% |
| 28 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 9,960 | $2.3M | 0.02% |
| 29 | FULL TRUCK ALLIANCE CO LTD | YMM | 111,136 | $1.3M | 0.01% |
| 30 | KE HLDGS INC | BEKE | 48,473 | $859,911 | 0.01% |
| 31 | JD.COM INC | JDCMF | 22,792 | $743,931 | 0.01% |
| 32 | ICICI BANK LIMITED | IBN | 15,424 | $518,863 | 0.01% |
| 33 | TAL EDUCATION GROUP | TAL | 40,746 | $416,424 | 0.00% |
| 34 | VNET GROUP INC | VNET | 50,306 | $347,111 | 0.00% |