Institutional Manager · CIK 0001541448
Veritas Asset Management LLP
London, X0 · File #028-14794
Latest AUM
$9.77B
Positions
27
Top-10 Concentration
74.6%
Filings
13
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202527 pos · $9.77B
- 13F HOLDINGS REPORTQ/E Sep 202530 pos · $9.36B
- 13F HOLDINGS REPORTQ/E Jun 202534 pos · $10.00B
- 13F HOLDINGS REPORTQ/E Mar 202535 pos · $9.90B
- 13F HOLDINGS REPORTQ/E Dec 202435 pos · $10.72B
- 13F HOLDINGS REPORTQ/E Sep 202434 pos · $13.53B
- 13F HOLDINGS REPORTQ/E Jun 202432 pos · $13.22B
- 13F HOLDINGS REPORTQ/E Mar 202433 pos · $13.79B
- 13F HOLDINGS REPORTQ/E Dec 202335 pos · $13.28B
- 13F HOLDINGS REPORT (Amended)Q/E Sep 20231 pos · $1.07B
- 13F HOLDINGS REPORTQ/E Sep 202337 pos · $13.30B
- 13F HOLDINGS REPORTQ/E Jun 202334 pos · $13.54B
- 13F HOLDINGS REPORTQ/E Mar 202332 pos · $12.21B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 4,375,845 | $1.01B | 10.34% |
| 2 | MICROSOFT CORP | MSFT | 2,085,994 | $1.01B | 10.32% |
| 3 | UNITEDHEALTH GROUP INC | UNH | 2,532,631 | $836.0M | 8.55% |
| 4 | SALESFORCE INC | CRM | 2,965,053 | $785.5M | 8.04% |
| 5 | AON PLC | AON | 1,992,453 | $703.1M | 7.19% |
| 6 | CANADIAN PACIFIC KANSAS CITY | CP | 9,344,449 | $688.0M | 7.04% |
| 7 | THERMO FISHER SCIENTIFIC INC | TMO | 1,133,869 | $657.0M | 6.72% |
| 8 | ALPHABET INC | GOOG | 1,836,779 | $574.9M | 5.88% |
| 9 | BECTON DICKINSON & CO | BDX | 2,874,579 | $557.9M | 5.71% |
| 10 | WATERS CORP | 941848103 | 1,241,206 | $471.4M | 4.82% |
| 11 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 2,867,517 | $464.4M | 4.75% |
| 12 | MASTERCARD INCORPORATED | MA | 787,850 | $449.8M | 4.60% |
| 13 | CHARTER COMMUNICATIONS INC N | 16119P108 | 1,521,130 | $317.5M | 3.25% |
| 14 | ELEVANCE HEALTH INC FORMERLY | ELV | 873,993 | $306.4M | 3.13% |
| 15 | HYATT HOTELS CORP | H | 1,900,417 | $304.7M | 3.12% |
| 16 | ZOETIS INC | ZTS | 1,762,032 | $221.7M | 2.27% |
| 17 | TRANSDIGM GROUP INC | TDG | 141,842 | $188.6M | 1.93% |
| 18 | BIO RAD LABS INC | 090572207 | 543,335 | $164.6M | 1.68% |
| 19 | MEDTRONIC PLC | MDT | 181,007 | $17.4M | 0.18% |
| 20 | PHILIP MORRIS INTL INC | 718172109 | 67,036 | $10.8M | 0.11% |