Veritas Asset Management LLP
Veritas Asset Management LLP's Veritas Asset Management LLP holds 21 U.S.-equity positions worth $5.9B (SEC 13F, Q1 2026). Top positions: Amazon.Com Inc 9.2%, Canadian Pacific Kansas City Limited 9.1%, Mastercard Incorporated 9.0%. 13F-replication return is +22% over 3 years (-50 pts vs the S&P 500) — a replicated, non-audited figure.
Holdings
| Stock | % of portfolio | Shares | Value | Latest activity | Avg buy price | Current price | Date |
|---|---|---|---|---|---|---|---|
| AMZN Amazon.Com Inc | 9.2% | 2.6M | $546M | ▼ 40% (−1.8M) | $103.29 | $232.79 (+125%) | 2026-03-31 |
| CP Canadian Pacific Kansas City Limited | 9.1% | 6.9M | $539M | ▼ 27% (−2.5M) | $74.41 | $85.67 (+15%) | 2026-03-31 |
| MA Mastercard Incorporated | 9.0% | 1.1M | $531M | ▲ 35% (+275K) | $363.41 | $484.09 (+33%) | 2026-03-31 |
| UNH UNITEDHEALTH GROUP INCORPORATED (Delaware) | 8.6% | 1.9M | $509M | ▼ 26% (−651K) | $472.59 | $406.68 (−14%) | 2026-03-31 |
| AON Aon plc Class A | 8.3% | 1.5M | $491M | ▼ 24% (−472K) | $333.72 | $313.63 (−6%) | 2026-03-31 |
| MSFT MICROSOFT CORP | 8.1% | 1.3M | $481M | ▼ 38% (−787K) | $288.30 | $367.34 (+27%) | 2026-03-31 |
| CRM Salesforce, Inc. | 7.1% | 2.3M | $421M | ▼ 24% (−711K) | $273.71 | $150.12 (−45%) | 2026-03-31 |
| TMO Thermo Fisher Scientific, Inc. | 7.0% | 846K | $416M | ▼ 25% (−288K) | $576.37 | $464.01 (−19%) | 2026-03-31 |
| WAT Waters Corp | 6.1% | 1.2M | $358M | ▼ 3.3% (−40K) | $299.81 | $358.25 (+19%) | 2026-03-31 |
| ICE Intercontinental Exchange Inc. | 5.7% | 2.1M | $338M | ▼ 25% (−720K) | $104.29 | $131.34 (+26%) | 2026-03-31 |
| BDX Becton, Dickinson and Co. | 5.4% | 2.0M | $318M | ▼ 30% (−852K) | $247.54 | $140.71 (−43%) | 2026-03-31 |
| CHTR Charter Comm Inc Del CL A New | 4.1% | 1.1M | $240M | ▼ 27% (−408K) | $357.61 | $125.54 (−65%) | 2026-03-31 |
| H Hyatt Hotels Corporation | 3.2% | 1.3M | $192M | ▼ 30% (−564K) | $141.93 | $196.33 (+38%) | 2026-03-31 |
| ELV Elevance Health, Inc. | 3.1% | 635K | $186M | ▼ 27% (−239K) | $444.29 | $394.82 (−11%) | 2026-03-31 |
| TDG TransDigm Group Incorporated | 2.6% | 134K | $155M | ▼ 5.5% (−8K) | $1,329.85 | $1,295.90 (−3%) | 2026-03-31 |
| ZTS ZOETIS INC. | 2.5% | 1.3M | $148M | ▼ 29% (−509K) | $173.36 | $75.89 (−56%) | 2026-03-31 |
| MDT Medtronic plc | 0.2% | 163K | $14M | ▼ 10% (−18K) | $80.62 | $79.27 (−2%) | 2026-03-31 |
| PM Philip Morris International Inc. | 0.2% | 67K | $11M | — | $97.25 | $173.17 (+78%) | 2026-03-31 |
| MSM MSC Industrial Direct Co., Inc. Class A | 0.1% | 75K | $7M | ▼ 20% (−19K) | $84.00 | $117.41 (+40%) | 2026-03-31 |
| TSM Taiwan Semiconductor Manufac | 0.0% | 4K | $1M | ▼ 20% (−1K) | $93.02 | $467.67 (+403%) | 2026-03-31 |
| PDD Pdd Holdings Inc | 0.0% | 10K | $1M | ▼ 55% (−12K) | $75.90 | $78.11 (+3%) | 2026-03-31 |
FAQ ▾
What are Veritas Asset Management LLP's largest holdings?
As of the latest 13F: Amazon.Com Inc 9.2%, Canadian Pacific Kansas City Limited 9.1%, Mastercard Incorporated 9.0%, UNITEDHEALTH GROUP INCORPORATED (Delaware) 8.6%, Aon plc Class A 8.3%.
How big is Veritas Asset Management LLP's 13F portfolio?
$5.9B across 21 disclosed U.S.-equity positions.
What is Veritas Asset Management LLP's 3-year performance?
+22% (13F-replication, price return), -50 pts vs the S&P 500. Not an audited fund return.
Where does this data come from?
U.S. SEC Form 13F-HR institutional holdings filings.
Sourced from SEC Form 13F-HR filings · Not investment advice ▾
Latest activity = change vs. the prior 13F. Avg buy price = est. entry over the trailing 3 years (gain = vs. latest price). Returns are 13F-replication, not audited fund returns. Sourced from SEC 13F filings.