Veritas Asset Management Llp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$5.90B
Q ending 2026-03-31
Prior quarter
$9.77B
Q ending 2025-12-31
Change
-39.6% QoQ · -40.4% YoY
Positions
21
reported holdings
Largest positions
All 21 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Amazon Com Inc | AMZN | Shares | $545.5M | 2.6M |
| Canadian Pacific Kansas City | CP | Shares | $539.2M | 6.9M |
| Mastercard Incorporated | MA | Shares | $531.3M | 1.1M |
| Unitedhealth Group Inc | UNH | Shares | $509.3M | 1.9M |
| Aon Plc | Shares | $490.7M | 1.5M | |
| Microsoft Corp | MSFT | Shares | $480.7M | 1.3M |
| Salesforce Inc | CRM | Shares | $420.7M | 2.3M |
| Thermo Fisher Scientific Inc | TMO | Shares | $415.8M | 846K |
| Waters Corp | WAT | Shares | $357.6M | 1.2M |
| Intercontinental Exchange In | ICE | Shares | $337.7M | 2.1M |
| Becton Dickinson & Co | BDX | Shares | $318.0M | 2.0M |
| Charter Communications Inc | CHTR | Shares | $240.3M | 1.1M |
| Hyatt Hotels Corp | H | Shares | $192.1M | 1.3M |
| Elevance Health Inc Formerly | ELV | Shares | $186.0M | 635K |
| Transdigm Group Inc | TDG | Shares | $155.3M | 134K |
| Zoetis Inc | ZTS | Shares | $148.1M | 1.3M |
| Medtronic Plc | Shares | $14.1M | 163K | |
| Philip Morris Intl Inc | PM | Shares | $11.1M | 67K |
| Msc Indl Direct Inc | MSM | Shares | $7.0M | 75K |
| Taiwan Semiconductor Manufac | TSM | Shares | $1.5M | 4K |
| Pdd Holdings Inc | PDD | Shares | $1.0M | 10K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.