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Veritas Asset Management LLP Top Holdings and 13F Report (2025)

About Veritas Asset Management LLP

Investment Activity

  • Veritas Asset Management LLP has $10.72 billion in total holdings as of December 31, 2024.
  • Veritas Asset Management LLP owns shares of 35 different stocks, but just 12 companies or ETFs make up 80% of its holdings.
  • Approximately 1.85% of the portfolio was purchased this quarter.
  • About 27.34% of the portfolio was sold this quarter.
  • This quarter, Veritas Asset Management LLP has purchased 34 new stocks and bought additional shares in 1 stock.
  • Veritas Asset Management LLP sold shares of 22 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Alphabet
$1,166,145,737
Amazon.com
$1,153,456,308
Microsoft
$847,628,913
Salesforce
$813,328,937

Largest New Holdings this Quarter

Charles Schwab
$185,649,348 Holding
Full Truck Alliance
$788,605 Holding
KE
$547,111 Holding
TAL Education Group
$431,622 Holding

Largest Purchases this Quarter

Charles Schwab
2,508,436 shares (about $185.65M)
Tencent Music Entertainment Group
930,450 shares (about $10.56M)
Full Truck Alliance
72,884 shares (about $788.61K)
KE
29,702 shares (about $547.11K)
TAL Education Group
43,076 shares (about $431.62K)

Largest Sales this Quarter

Alphabet
3,140,645 shares (about $594.52M)
Amazon.com
2,485,262 shares (about $545.24M)
Automatic Data Processing
1,320,267 shares (about $386.48M)
Mastercard
578,335 shares (about $304.53M)
AON
789,909 shares (about $283.70M)

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
$1,166,145,737$594,524,099 -33.8%6,160,30510.9%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,153,456,308$545,241,630 -32.1%5,257,56110.8%Retail/Wholesale
Microsoft Co. stock logo
MSFT
Microsoft
$847,628,913$92,361,609 -9.8%2,010,9827.9%Computer and Technology
Salesforce, Inc. stock logo
CRM
Salesforce
$813,328,937$82,995,416 -9.3%2,432,7137.6%Computer and Technology
Canadian Pacific Kansas City Limited stock logo
CP
Canadian Pacific Kansas City
$809,780,207$73,722,812 -8.3%11,189,4467.6%Transportation
Aon plc stock logo
AON
AON
$797,567,936$283,703,717 -26.2%2,220,6487.4%Finance
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$782,676,709$107,138,619 -12.0%1,547,2207.3%Medical
Charter Communications, Inc. stock logo
CHTR
Charter Communications
$617,115,567$70,510,188 -10.3%1,800,3785.8%Consumer Discretionary
Intercontinental Exchange, Inc. stock logo
ICE
Intercontinental Exchange
$558,875,714$70,571,583 -11.2%3,750,5925.2%Finance
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$534,358,927$53,748,603 -9.1%1,027,1595.0%Medical
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$466,797,276$53,915,882 -10.4%2,057,5544.4%Medical
Mastercard Incorporated stock logo
MA
Mastercard
$457,029,586$304,533,861 -40.0%867,9374.3%Business Services
COOPER COS INC
$372,759,419$32,640,666 -8.1%4,054,8183.5%COM
Elevance Health, Inc. stock logo
ELV
Elevance Health
$364,007,648$40,962,656 -10.1%986,7383.4%Medical
Zoetis Inc. stock logo
ZTS
Zoetis
$321,408,752$52,926,507 -14.1%1,972,6803.0%Medical
Bio-Rad Laboratories, Inc. stock logo
BIO
Bio-Rad Laboratories
$320,897,438$36,021,779 -10.1%976,8273.0%Medical
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
$185,649,348$185,649,348 New Holding2,508,4361.7%Finance
Tencent Music Entertainment Group stock logo
TME
Tencent Music Entertainment Group
$34,250,838$10,560,607 44.6%3,017,6950.3%Consumer Discretionary
Futu Holdings Limited stock logo
FUTU
Futu
$24,128,504$8,944,082 -27.0%301,6440.2%Business Services
Medtronic plc stock logo
MDT
Medtronic
$14,458,8390.0%181,0070.1%Medical
ICICI Bank Limited stock logo
IBN
ICICI Bank
$12,837,3810.0%429,9190.1%Finance
Philip Morris International Inc. stock logo
PM
Philip Morris International
$12,220,9410.0%101,5450.1%Consumer Staples
HDFC Bank Limited stock logo
HDB
HDFC Bank
$9,950,4740.0%155,8170.1%Finance
Cognizant Technology Solutions Co. stock logo
CTSH
Cognizant Technology Solutions
$8,866,1860.0%115,2950.1%Computer and Technology
MSC Industrial Direct Co., Inc. stock logo
MSM
MSC Industrial Direct
$8,714,9040.0%116,6810.1%Industrial Products
Franco-Nevada Co. stock logo
FNV
Franco-Nevada
$8,497,759$705,893 -7.7%72,2660.1%Basic Materials
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$7,842,529$386,481,738 -98.0%26,7910.1%Business Services
NetEase, Inc. stock logo
NTES
NetEase
$4,912,7050.0%55,0690.0%Computer and Technology
PDD Holdings Inc. stock logo
PDD
PDD
$2,307,489$186,609 -7.5%23,7910.0%Retail/Wholesale
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$1,967,000$1,449,971 -42.4%9,9600.0%Computer and Technology
New Oriental Education & Technology Group Inc. stock logo
EDU
New Oriental Education & Technology Group
$1,671,1190.0%26,0380.0%Consumer Discretionary
JD.com, Inc. stock logo
JD
JD.com
$835,512$24,856,855 -96.7%24,0990.0%Retail/Wholesale
Full Truck Alliance Co. Ltd. stock logo
YMM
Full Truck Alliance
$788,605$788,605 New Holding72,8840.0%Business Services
KE Holdings Inc. stock logo
BEKE
KE
$547,111$547,111 New Holding29,7020.0%Computer and Technology
TAL Education Group stock logo
TAL
TAL Education Group
$431,622$431,622 New Holding43,0760.0%Consumer Discretionary
Meta Platforms, Inc. stock logo
META
Meta Platforms
$0$8,648,996 -100.0%00.0%Computer and Technology
Infosys Limited stock logo
INFY
Infosys
$0$4,331,248 -100.0%00.0%Computer and Technology
Trip.com Group Limited stock logo
TCOM
Trip.com Group
$0$939,410 -100.0%00.0%Consumer Discretionary

Showing largest 100 holdings. View all holdings.
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