Veritas Asset Management LLP
Net seller this quarter
$5.56B
21
-$742M
77.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AMZN | $543M | 9.78% | 0.02% | -13.0% | Q3 2021 |
 MA | $511M | 9.20% | 0.08% | -6.4% | Q1 2020 |
 CP | $496M | 8.93% | 0.65% | -16.4% | Q2 2019 |
 AON | $467M | 8.40% | 0.66% | -7.4% | Q1 2024 |
 UNH | $448M | 8.06% | 0.12% | -42.7% | Q2 2013 |
 TMO | $443M | 7.96% | 0.24% | +4.4% | Q1 2017 |
 MSFT | $422M | 7.59% | 0.02% | -12.9% | Q2 2013 |
 SPGI | $338M | 6.08% | 0.28% | Not reported | Q4 2018 |
 WAT | $319M | 5.75% | 0.87% | -29.1% | Q2 2013 |
 VMC | $307M | 5.52% | 0.80% | New | Q2 2026 |
 H | $257M | 4.62% | Not reported | -0.7% | Q3 2025 |
 ICE | $244M | 4.39% | 0.35% | -7.6% | Q2 2019 |
 BDX | $211M | 3.79% | 0.51% | -31.1% | Q1 2020 |
 TDG | $184M | 3.31% | 0.25% | +3.0% | Q2 2013 |
 SYK | $168M | 3.02% | 0.14% | New | Q2 2026 |
 ELV | $166M | 2.98% | 0.20% | -32.5% | Q2 2023 |
 PM | $9.3M | 0.17% | 0.00% | -23.3% | Q3 2018 |
 CRM | $8.11M | 0.15% | 0.01% | -97.7% | Q3 2024 |
 OTIS | $7.56M | 0.14% | 0.03% | New | Q2 2026 |
 MDT | $7.56M | 0.14% | 0.01% | -40.6% | Q1 2022 |
 TSM | $1.83M | 0.03% | 0.00% | -12.0% | Q1 2014 |
| Q1 2026 | |||||
| AMZN | $546M | 9.24% | 0.02% | -40.1% | Q3 2021 |
| CP | $539M | 9.13% | 0.76% | -26.7% | Q2 2019 |
| MA | $531M | 9.00% | 0.09% | +35.0% | Q1 2020 |
| UNH | $509M | 8.63% | 0.21% | -25.7% | Q2 2013 |
| AON | $491M | 8.31% | 0.71% | -23.7% | Q1 2024 |
| MSFT | $481M | 8.14% | 0.02% | -37.8% | Q2 2013 |
| CRM | $421M | 7.13% | 0.24% | -24.0% | Q3 2024 |
| TMO | $416M | 7.04% | 0.23% | -25.4% | Q1 2017 |
| WAT | $358M | 6.06% | 1.22% | -3.3% | Q2 2013 |
| ICE | $338M | 5.72% | 0.38% | -25.1% | Q2 2019 |
| BDX | $318M | 5.39% | 0.73% | -29.6% | Q1 2020 |
 CHTR | $240M | 4.07% | 0.41% | -26.8% | Q2 2016 |
| H | $192M | 3.25% | Not reported | -29.7% | Q3 2025 |
| ELV | $186M | 3.15% | 0.29% | -27.3% | Q2 2023 |
| TDG | $155M | 2.63% | 0.24% | -5.6% | Q2 2013 |
 ZTS | $148M | 2.51% | 0.30% | -28.9% | Q2 2024 |
| MDT | $14.1M | 0.24% | 0.01% | -10.1% | Q1 2022 |
| PM | $11.1M | 0.19% | 0.00% | Not reported | Q3 2018 |
 MSM | $6.96M | 0.12% | 0.14% | -20.3% | Q3 2019 |
| TSM | $1.47M | 0.02% | 0.00% | -20.0% | Q1 2014 |
 PDD | $1.02M | 0.02% | 0.00% | -55.5% | Q3 2020 |
| Q4 2025 | |||||
| AMZN | $1.01B | 10.34% | 0.04% | -4.6% | Q3 2021 |
| MSFT | $1.01B | 10.32% | 0.03% | -4.4% | Q2 2013 |
| UNH | $836M | 8.55% | 0.28% | -4.5% | Q2 2013 |
| CRM | $785M | 8.04% | 0.32% | -2.5% | Q3 2024 |
| AON | $703M | 7.19% | 0.93% | -3.0% | Q1 2024 |
| CP | $688M | 7.04% | 1.04% | -3.8% | Q2 2019 |
| TMO | $657M | 6.72% | 0.30% | -6.9% | Q1 2017 |
 GOOGL | $575M | 5.88% | 0.02% | -19.6% | Q3 2015 |
| BDX | $558M | 5.71% | 1.01% | -2.7% | Q1 2020 |
| WAT | $471M | 4.82% | 2.08% | +112.3% | Q2 2013 |
| ICE | $464M | 4.75% | 0.51% | +39.6% | Q2 2019 |
| MA | $450M | 4.60% | 0.06% | +18.6% | Q1 2020 |
| CHTR | $318M | 3.25% | 0.56% | -1.5% | Q2 2016 |
| ELV | $306M | 3.13% | 0.40% | -3.2% | Q2 2023 |
| H | $305M | 3.12% | Not reported | +827.9% | Q3 2025 |
| ZTS | $222M | 2.27% | 0.41% | -1.4% | Q2 2024 |
| TDG | $189M | 1.93% | 0.25% | Not reported | Q2 2013 |
 BIO | $165M | 1.68% | 1.96% | -35.6% | Q2 2022 |
| MDT | $17.4M | 0.18% | 0.01% | Not reported | Q1 2022 |
| PM | $10.8M | 0.11% | 0.00% | Not reported | Q3 2018 |
 HDB | $8.2M | 0.08% | 0.00% | Not reported | Q4 2013 |
| MSM | $7.95M | 0.08% | 0.17% | Not reported | Q3 2019 |
 CTSH | $6.48M | 0.07% | 0.02% | Not reported | Q1 2016 |
 NTES | $4.54M | 0.05% | 0.00% | -24.2% | Q2 2013 |
 SE | $2.92M | 0.03% | 0.01% | Not reported | Q1 2020 |
| PDD | $2.55M | 0.03% | 0.00% | Not reported | Q3 2020 |
| TSM | $1.65M | 0.02% | 0.00% | -45.5% | Q1 2014 |
| Q3 2025 | |||||
| MSFT | $1.13B | 12.07% | 0.03% | -27.5% | Q2 2013 |
| AMZN | $1.01B | 10.76% | 0.04% | -4.2% | Q3 2021 |
| UNH | $916M | 9.79% | 0.29% | -14.6% | Q2 2013 |
| AON | $732M | 7.82% | 0.95% | +19.3% | Q1 2024 |
| CP | $724M | 7.73% | 1.06% | -2.9% | Q2 2019 |
| CRM | $720M | 7.70% | 0.32% | +47.3% | Q3 2024 |
| TMO | $591M | 6.31% | 0.32% | -3.6% | Q1 2017 |
| GOOGL | $555M | 5.93% | 0.02% | -51.9% | Q3 2015 |
| BDX | $553M | 5.91% | 1.03% | +40.6% | Q1 2020 |
| CHTR | $425M | 4.54% | 0.57% | -2.9% | Q2 2016 |
| MA | $378M | 4.04% | 0.05% | -4.5% | Q1 2020 |
| ICE | $346M | 3.70% | 0.36% | -4.9% | Q2 2019 |
| ELV | $292M | 3.12% | 0.41% | -1.2% | Q2 2023 |
| ZTS | $261M | 2.79% | 0.40% | -2.2% | Q2 2024 |
| BIO | $237M | 2.53% | 3.05% | -2.2% | Q2 2022 |
| WAT | $175M | 1.87% | 0.98% | Not reported | Q2 2013 |
 SCHW | $142M | 1.52% | 0.08% | -33.1% | Q4 2024 |
 FUTU | $73.2M | 0.78% | 0.10% | +40.9% | Q3 2024 |
| H | $29.1M | 0.31% | Not reported | New | Q3 2025 |
| MDT | $17.2M | 0.18% | 0.01% | Not reported | Q1 2022 |
| PM | $10.9M | 0.12% | 0.00% | -7.4% | Q3 2018 |
 HLT | $8.86M | 0.09% | 0.01% | -94.7% | Q2 2025 |
| MSM | $8.71M | 0.09% | 0.17% | Not reported | Q3 2019 |
| HDB | $7.66M | 0.08% | 0.00% | -17.5% | Q4 2013 |
| NTES | $6.61M | 0.07% | 0.00% | -21.1% | Q2 2013 |
| CTSH | $5.24M | 0.06% | 0.02% | -32.3% | Q1 2016 |
| PDD | $2.97M | 0.03% | 0.00% | Not reported | Q3 2020 |
| TSM | $2.78M | 0.03% | 0.00% | Not reported | Q1 2014 |
 YMM | $1.44M | 0.02% | Not reported | Not reported | Q4 2024 |
 TAL | $456K | 0.00% | Not reported | Not reported | Q3 2016 |