Filed: 8/12/2024ACC: 0001172661-24-003207
📋 What this filing means
VERITAS ASSET MANAGEMENT LLP filed this quarterly 13F‑HR report disclosing 32 equity positions with a total reported market value of $13.22B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
32
Positions
$13.22B
Total AUM (reported)
70.19M
Total Shares
Allocation by class
COM$8.77B66.3%
CL A$2.05B15.5%
CAP STK CL A$1.73B13.1%
SHS CL A$624.38M4.7%
SPONSORED ADS$15.42M0.1%
SHS$14.25M0.1%
ADR$12.39M0.1%
Portfolio Concentration
Top 3$4.07B30.8%
4–10$5.23B39.6%
11–25$3.88B29.3%
Rest$34.91M0.3%
Top 3 weight
30.8%
Top 10 weight
70.4%
Voting Authority Distribution
Total shares with voting rights: 70.19M
Sole
Full voting authority
70.19M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole32
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings32
Rows:
ALPHABET INC
SOLEShares9.48M
TypeSH
Market value$1.73B
13.06%
Sole
9.48M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares7.11M
TypeSH
Market value$1.37B
10.40%
Sole
7.11M
Shared
0.00
None
0.00
CANADIAN PACIFIC KANSAS CITY
SOLEShares12.30M
TypeSH
Market value$967.99M
7.32%
Sole
12.30M
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares1.79M
TypeSH
Market value$911.76M
6.90%
Sole
1.79M
Shared
0.00
None
0.00
FISERV INC
SOLEShares5.85M
TypeSH
Market value$871.37M
6.59%
Sole
5.85M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares1.76M
TypeSH
Market value$786.51M
5.95%
Sole
1.76M
Shared
0.00
None
0.00
INTERCONTINENTAL EXCHANGE IN
SOLEShares5.27M
TypeSH
Market value$721.71M
5.46%
Sole
5.27M
Shared
0.00
None
0.00
CHARTER COMMUNICATIONS INC N
SOLEShares2.21M
TypeSH
Market value$660.92M
5.00%
Sole
2.21M
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares1.46M
TypeSH
Market value$646.26M
4.89%
Sole
1.46M
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares1.15M
TypeSH
Market value$635.13M
4.81%
Sole
1.15M
Shared
0.00
None
0.00
AON PLC
SOLEShares2.13M
TypeSH
Market value$624.38M
4.72%
Sole
2.13M
Shared
0.00
None
0.00
ELEVANCE HEALTH INC
SOLEShares1.14M
TypeSH
Market value$616.13M
4.66%
Sole
1.14M
Shared
0.00
None
0.00
BECTON DICKINSON & CO
SOLEShares2.11M
TypeSH
Market value$492.12M
3.72%
Sole
2.11M
Shared
0.00
None
0.00
ZOETIS INC
SOLEShares2.32M
TypeSH
Market value$401.67M
3.04%
Sole
2.32M
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares935.91K
TypeSH
Market value$393.95M
2.98%
Sole
935.91K
Shared
0.00
None
0.00
COOPER COS INC
SOLEShares4.48M
TypeSH
Market value$391.14M
2.96%
Sole
4.48M
Shared
0.00
None
0.00
AUTOMATIC DATA PROCESSING IN
SOLEShares1.39M
TypeSH
Market value$332.34M
2.51%
Sole
1.39M
Shared
0.00
None
0.00
BIO RAD LABS INC
SOLEShares1.13M
TypeSH
Market value$308.29M
2.33%
Sole
1.13M
Shared
0.00
None
0.00
CATALENT INC
SOLEShares4.40M
TypeSH
Market value$247.15M
1.87%
Sole
4.40M
Shared
0.00
None
0.00
MEDTRONIC PLC
SOLEShares181.01K
TypeSH
Market value$14.25M
0.11%
Sole
181.01K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares25.19K
TypeSH
Market value$12.70M
0.10%
Sole
25.19K
Shared
0.00
None
0.00
ICICI BANK LIMITED
SOLEShares429.92K
TypeSH
Market value$12.39M
0.09%
Sole
429.92K
Shared
0.00
None
0.00
PHILIP MORRIS INTL INC
SOLEShares113.36K
TypeSH
Market value$11.49M
0.09%
Sole
113.36K
Shared
0.00
None
0.00
FRANCO NEV CORP
SOLEShares90.54K
TypeSH
Market value$10.73M
0.08%
Sole
90.54K
Shared
0.00
None
0.00
HDFC BANK LTD
SOLEShares155.82K
TypeSH
Market value$10.02M
0.08%
Sole
155.82K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL A | 9.48M | SH | $1.73B 13.06% | 9.48M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 7.11M | SH | $1.37B 10.40% | 7.11M | 0.00 | 0.00 |
CANADIAN PACIFIC KANSAS CITYSOLE | COM | 12.30M | SH | $967.99M 7.32% | 12.30M | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 1.79M | SH | $911.76M 6.90% | 1.79M | 0.00 | 0.00 |
FISERV INCSOLE | COM | 5.85M | SH | $871.37M 6.59% | 5.85M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 1.76M | SH | $786.51M 5.95% | 1.76M | 0.00 | 0.00 |
INTERCONTINENTAL EXCHANGE INSOLE | COM | 5.27M | SH | $721.71M 5.46% | 5.27M | 0.00 | 0.00 |
CHARTER COMMUNICATIONS INC NSOLE | CL A | 2.21M | SH | $660.92M 5.00% | 2.21M | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 1.46M | SH | $646.26M 4.89% | 1.46M | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 1.15M | SH | $635.13M 4.81% | 1.15M | 0.00 | 0.00 |
AON PLCSOLE | SHS CL A | 2.13M | SH | $624.38M 4.72% | 2.13M | 0.00 | 0.00 |
ELEVANCE HEALTH INCSOLE | COM | 1.14M | SH | $616.13M 4.66% | 1.14M | 0.00 | 0.00 |
BECTON DICKINSON & COSOLE | COM | 2.11M | SH | $492.12M 3.72% | 2.11M | 0.00 | 0.00 |
ZOETIS INCSOLE | CL A | 2.32M | SH | $401.67M 3.04% | 2.32M | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 935.91K | SH | $393.95M 2.98% | 935.91K | 0.00 | 0.00 |
COOPER COS INCSOLE | COM | 4.48M | SH | $391.14M 2.96% | 4.48M | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSING INSOLE | COM | 1.39M | SH | $332.34M 2.51% | 1.39M | 0.00 | 0.00 |
BIO RAD LABS INCSOLE | CL A | 1.13M | SH | $308.29M 2.33% | 1.13M | 0.00 | 0.00 |
CATALENT INCSOLE | COM | 4.40M | SH | $247.15M 1.87% | 4.40M | 0.00 | 0.00 |
MEDTRONIC PLCSOLE | SHS | 181.01K | SH | $14.25M 0.11% | 181.01K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 25.19K | SH | $12.70M 0.10% | 25.19K | 0.00 | 0.00 |
ICICI BANK LIMITEDSOLE | ADR | 429.92K | SH | $12.39M 0.09% | 429.92K | 0.00 | 0.00 |
PHILIP MORRIS INTL INCSOLE | COM | 113.36K | SH | $11.49M 0.09% | 113.36K | 0.00 | 0.00 |
FRANCO NEV CORPSOLE | COM | 90.54K | SH | $10.73M 0.08% | 90.54K | 0.00 | 0.00 |
HDFC BANK LTDSOLE | SPONSORED ADS | 155.82K | SH | $10.02M 0.08% | 155.82K | 0.00 | 0.00 |
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