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Veritas Asset Management LLP Top Holdings and 13F Report (2024)

About Veritas Asset Management LLP

Investment Activity

  • Veritas Asset Management LLP has $13.53 billion in total holdings as of September 30, 2024.
  • Veritas Asset Management LLP owns shares of 34 different stocks, but just 12 companies or ETFs make up 80% of its holdings.
  • Approximately 18.93% of the portfolio was purchased this quarter.
  • About 26.26% of the portfolio was sold this quarter.
  • This quarter, Veritas Asset Management LLP has purchased 33 new stocks and bought additional shares in 6 stocks.
  • Veritas Asset Management LLP sold shares of 16 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

Alphabet
$1,542,562,558
Amazon.com
$1,442,720,210
AON
$1,041,622,616
UnitedHealth Group
$1,028,460,890

Largest New Holdings this Quarter

Salesforce
$733,804,740 Holding
Zoetis
$448,889,848 Holding
Futu
$39,547,353 Holding
JD.com
$29,642,200 Holding

Largest Purchases this Quarter

AON
2,698,667 shares (about $933.71M)
Salesforce
2,680,957 shares (about $733.80M)
Zoetis
2,297,522 shares (about $448.89M)
Microsoft
468,717 shares (about $201.69M)
Amazon.com
526,764 shares (about $98.15M)

Largest Sales this Quarter

Intercontinental Exchange
3,198,969 shares (about $513.88M)
Thermo Fisher Scientific
559,765 shares (about $346.25M)
Mastercard
452,102 shares (about $223.25M)
Alphabet
589,009 shares (about $97.69M)
Canadian Pacific Kansas City
972,290 shares (about $83.17M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofVeritas Asset Management LLP

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,542,562,558$97,687,143 -6.0%9,300,95011.4%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,442,720,210$98,151,936 7.3%7,742,82310.7%Retail/Wholesale
Canadian Pacific Kansas City Limited stock logo
CP
Canadian Pacific Kansas City
$1,044,284,210$83,169,687 -7.4%12,208,1397.7%Transportation
Aon plc stock logo
AON
AON
$1,041,622,616$933,711,795 865.3%3,010,5577.7%Finance
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$1,028,460,890$36,139,071 -3.4%1,759,0157.6%Medical
Microsoft Co. stock logo
MSFT
Microsoft
$959,615,472$201,688,925 26.6%2,230,1087.1%Computer and Technology
Salesforce, Inc. stock logo
CRM
Salesforce
$733,804,740$733,804,740 New Holding2,680,9575.4%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$714,169,114$223,247,968 -23.8%1,446,2725.3%Business Services
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$699,278,539$346,253,836 -33.1%1,130,4765.2%Medical
Intercontinental Exchange, Inc. stock logo
ICE
Intercontinental Exchange
$678,574,685$513,882,380 -43.1%4,224,1955.0%Finance
Charter Communications, Inc. stock logo
CHTR
Charter Communications
$650,132,027$78,766,348 -10.8%2,006,0854.8%Consumer Discretionary
Elevance Health, Inc. stock logo
ELV
Elevance Health
$570,844,560$32,344,520 -5.4%1,097,7784.2%Medical
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$553,373,926$30,951,454 5.9%2,295,2054.1%Medical
COOPER COS INC
$486,585,939$22,702,896 -4.5%4,409,8783.6%COM
Zoetis Inc. stock logo
ZTS
Zoetis
$448,889,848$448,889,848 New Holding2,297,5223.3%Medical
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$372,771,360$13,643,619 -3.5%1,347,0582.8%Business Services
Bio-Rad Laboratories, Inc. stock logo
BIO
Bio-Rad Laboratories
$363,514,144$20,281,570 -5.3%1,086,4792.7%Medical
Futu Holdings Limited stock logo
FUTU
Futu
$39,547,353$39,547,353 New Holding413,4590.3%Business Services
JD.com, Inc. stock logo
JD
JD.com
$29,642,200$29,642,200 New Holding741,0550.2%Retail/Wholesale
Tencent Music Entertainment Group stock logo
TME
Tencent Music Entertainment Group
$25,151,302$25,151,302 New Holding2,087,2450.2%Computer and Technology
Medtronic plc stock logo
MDT
Medtronic
$16,296,0600.0%181,0070.1%Medical
ICICI Bank Limited stock logo
IBN
ICICI Bank
$12,833,082$9,101,832 243.9%429,9190.1%Finance
Philip Morris International Inc. stock logo
PM
Philip Morris International
$12,327,563$1,434,098 -10.4%101,5450.1%Consumer Staples
MSC Industrial Direct Co., Inc. stock logo
MSM
MSC Industrial Direct
$10,041,5670.0%116,6810.1%Industrial Products
HDFC Bank Limited stock logo
HDB
HDFC Bank
$9,747,9120.0%155,8170.1%Finance
Franco-Nevada Co. stock logo
FNV
Franco-Nevada
$9,724,923$3,211,738 -24.8%78,2690.1%Basic Materials
Cognizant Technology Solutions Co. stock logo
CTSH
Cognizant Technology Solutions
$8,898,4680.0%115,2950.1%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$8,648,996$6,838,941 -44.2%15,1090.1%Computer and Technology
NetEase, Inc. stock logo
NTES
NetEase
$5,149,502$5,149,502 New Holding55,0690.0%Computer and Technology
Infosys Limited stock logo
INFY
Infosys
$4,331,248$5,022,153 -53.7%194,4880.0%Computer and Technology
PDD Holdings Inc. stock logo
PDD
PDD
$3,466,639$3,466,639 New Holding25,7150.0%Multi-Sector Conglomerates
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$3,004,838$7,985,172 -72.7%17,3020.0%Computer and Technology
New Oriental Education & Technology Group Inc. stock logo
EDU
New Oriental Education & Technology Group
$1,974,722$1,079,052 120.5%26,0380.0%Consumer Discretionary
Trip.com Group Limited stock logo
TCOM
Trip.com Group
$939,410$939,410 New Holding15,8070.0%Consumer Discretionary
Fiserv, Inc. stock logo
FI
Fiserv
$0$1,100,525,155 -100.0%00.0%Business Services
Moody's Co. stock logo
MCO
Moody's
$0$435,322,779 -100.0%00.0%Finance
Catalent, Inc. stock logo
CTLT
Catalent
$0$340,134,564 -100.0%00.0%Medical
Equifax Inc. stock logo
EFX
Equifax
$0$175,574,714 -100.0%00.0%Business Services
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$0$6,166,880 -100.0%00.0%Computer and Technology
The Coca-Cola Company stock logo
KO
Coca-Cola
$0$2,837,957 -100.0%00.0%Consumer Staples
MINISO Group Holding Limited stock logo
MNSO
MINISO Group
$0$1,119,464 -100.0%00.0%Retail/Wholesale

Showing largest 100 holdings. View all holdings.
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