Filed: 10/29/2024ACC: 0001172661-24-004388
📋 What this filing means
VERITAS ASSET MANAGEMENT LLP filed this quarterly 13F‑HR report disclosing 34 equity positions with a total reported market value of $13.53B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
34
Positions
$13.53B
Total AUM (reported)
65.04M
Total Shares
Allocation by class
COM$8.59B63.5%
CL A$2.20B16.3%
CAP STK CL A$1.54B11.4%
SHS CL A$1.04B7.7%
SPON ADS CL A$69.19M0.5%
SPON ADS$25.15M0.2%
SPONSORED ADS$21.37M0.2%
Portfolio Concentration
Top 3$4.03B29.8%
4–10$5.86B43.3%
11–25$3.60B26.6%
Rest$46.14M0.3%
Top 3 weight
29.8%
Top 10 weight
73.0%
Voting Authority Distribution
Total shares with voting rights: 65.04M
Sole
Full voting authority
65.04M
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)
Sole34
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings34
Rows:
ALPHABET INC
SOLEShares9.30M
TypeSH
Market value$1.54B
11.40%
Sole
9.30M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares7.74M
TypeSH
Market value$1.44B
10.66%
Sole
7.74M
Shared
0.00
None
0.00
CANADIAN PACIFIC KANSAS CITY
SOLEShares12.21M
TypeSH
Market value$1.04B
7.72%
Sole
12.21M
Shared
0.00
None
0.00
AON PLC
SOLEShares3.01M
TypeSH
Market value$1.04B
7.70%
Sole
3.01M
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares1.76M
TypeSH
Market value$1.03B
7.60%
Sole
1.76M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares2.23M
TypeSH
Market value$959.62M
7.09%
Sole
2.23M
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares2.68M
TypeSH
Market value$733.80M
5.42%
Sole
2.68M
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares1.45M
TypeSH
Market value$714.17M
5.28%
Sole
1.45M
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares1.13M
TypeSH
Market value$699.28M
5.17%
Sole
1.13M
Shared
0.00
None
0.00
INTERCONTINENTAL EXCHANGE IN
SOLEShares4.22M
TypeSH
Market value$678.57M
5.01%
Sole
4.22M
Shared
0.00
None
0.00
CHARTER COMMUNICATIONS INC N
SOLEShares2.01M
TypeSH
Market value$650.13M
4.80%
Sole
2.01M
Shared
0.00
None
0.00
ELEVANCE HEALTH INC
SOLEShares1.10M
TypeSH
Market value$570.84M
4.22%
Sole
1.10M
Shared
0.00
None
0.00
BECTON DICKINSON & CO
SOLEShares2.30M
TypeSH
Market value$553.37M
4.09%
Sole
2.30M
Shared
0.00
None
0.00
COOPER COS INC
SOLEShares4.41M
TypeSH
Market value$486.59M
3.60%
Sole
4.41M
Shared
0.00
None
0.00
ZOETIS INC
SOLEShares2.30M
TypeSH
Market value$448.89M
3.32%
Sole
2.30M
Shared
0.00
None
0.00
AUTOMATIC DATA PROCESSING IN
SOLEShares1.35M
TypeSH
Market value$372.77M
2.75%
Sole
1.35M
Shared
0.00
None
0.00
BIO RAD LABS INC
SOLEShares1.09M
TypeSH
Market value$363.51M
2.69%
Sole
1.09M
Shared
0.00
None
0.00
FUTU HLDGS LTD
SOLEShares413.46K
TypeSH
Market value$39.55M
0.29%
Sole
413.46K
Shared
0.00
None
0.00
JD.COM INC
SOLEShares741.05K
TypeSH
Market value$29.64M
0.22%
Sole
741.05K
Shared
0.00
None
0.00
TENCENT MUSIC ENTMT GROUP
SOLEShares2.09M
TypeSH
Market value$25.15M
0.19%
Sole
2.09M
Shared
0.00
None
0.00
MEDTRONIC PLC
SOLEShares181.01K
TypeSH
Market value$16.30M
0.12%
Sole
181.01K
Shared
0.00
None
0.00
ICICI BANK LIMITED
SOLEShares429.92K
TypeSH
Market value$12.83M
0.09%
Sole
429.92K
Shared
0.00
None
0.00
PHILIP MORRIS INTL INC
SOLEShares101.55K
TypeSH
Market value$12.33M
0.09%
Sole
101.55K
Shared
0.00
None
0.00
MSC INDL DIRECT INC
SOLEShares116.68K
TypeSH
Market value$10.04M
0.07%
Sole
116.68K
Shared
0.00
None
0.00
HDFC BANK LTD
SOLEShares155.82K
TypeSH
Market value$9.75M
0.07%
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 | 9.30M | SH | $1.54B 11.40% | 9.30M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 7.74M | SH | $1.44B 10.66% | 7.74M | 0.00 | 0.00 |
CANADIAN PACIFIC KANSAS CITYSOLE | COM | 12.21M | SH | $1.04B 7.72% | 12.21M | 0.00 | 0.00 |
AON PLCSOLE | SHS CL A | 3.01M | SH | $1.04B 7.70% | 3.01M | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 1.76M | SH | $1.03B 7.60% | 1.76M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 2.23M | SH | $959.62M 7.09% | 2.23M | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 2.68M | SH | $733.80M 5.42% | 2.68M | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 1.45M | SH | $714.17M 5.28% | 1.45M | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 1.13M | SH | $699.28M 5.17% | 1.13M | 0.00 | 0.00 |
INTERCONTINENTAL EXCHANGE INSOLE | COM | 4.22M | SH | $678.57M 5.01% | 4.22M | 0.00 | 0.00 |
CHARTER COMMUNICATIONS INC NSOLE | CL A | 2.01M | SH | $650.13M 4.80% | 2.01M | 0.00 | 0.00 |
ELEVANCE HEALTH INCSOLE | COM | 1.10M | SH | $570.84M 4.22% | 1.10M | 0.00 | 0.00 |
BECTON DICKINSON & COSOLE | COM | 2.30M | SH | $553.37M 4.09% | 2.30M | 0.00 | 0.00 |
COOPER COS INCSOLE | COM | 4.41M | SH | $486.59M 3.60% | 4.41M | 0.00 | 0.00 |
ZOETIS INCSOLE | CL A | 2.30M | SH | $448.89M 3.32% | 2.30M | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSING INSOLE | COM | 1.35M | SH | $372.77M 2.75% | 1.35M | 0.00 | 0.00 |
BIO RAD LABS INCSOLE | CL A | 1.09M | SH | $363.51M 2.69% | 1.09M | 0.00 | 0.00 |
FUTU HLDGS LTDSOLE | SPON ADS CL A | 413.46K | SH | $39.55M 0.29% | 413.46K | 0.00 | 0.00 |
JD.COM INCSOLE | SPON ADS CL A | 741.05K | SH | $29.64M 0.22% | 741.05K | 0.00 | 0.00 |
TENCENT MUSIC ENTMT GROUPSOLE | SPON ADS | 2.09M | SH | $25.15M 0.19% | 2.09M | 0.00 | 0.00 |
MEDTRONIC PLCSOLE | SHS | 181.01K | SH | $16.30M 0.12% | 181.01K | 0.00 | 0.00 |
ICICI BANK LIMITEDSOLE | ADR | 429.92K | SH | $12.83M 0.09% | 429.92K | 0.00 | 0.00 |
PHILIP MORRIS INTL INCSOLE | COM | 101.55K | SH | $12.33M 0.09% | 101.55K | 0.00 | 0.00 |
MSC INDL DIRECT INCSOLE | CL A | 116.68K | SH | $10.04M 0.07% | 116.68K | 0.00 | 0.00 |
HDFC BANK LTDSOLE | SPONSORED ADS | 155.82K | SH | $9.75M 0.07% | 155.82K | 0.00 | 0.00 |
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