Filed: 2/4/2025ACC: 0001172661-25-000488
📋 What this filing means
VERITAS ASSET MANAGEMENT LLP filed this quarterly 13F‑HR report disclosing 35 equity positions with a total reported market value of $10.72B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
35
Positions
$10.72B
Total AUM (reported)
55.63M
Total Shares
Allocation by class
COM$6.92B64.5%
CL A$1.73B16.2%
CAP STK CL A$1.17B10.9%
SHS CL A$797.57M7.4%
SPON ADS$34.25M0.3%
SPON ADS CL A$24.96M0.2%
SPONSORED ADS$20.91M0.2%
Portfolio Concentration
Top 3$3.17B29.5%
4–10$4.91B45.8%
11–25$2.61B24.4%
Rest$29.80M0.3%
Top 3 weight
29.5%
Top 10 weight
75.3%
Voting Authority Distribution
Total shares with voting rights: 55.63M
Sole
Full voting authority
55.63M
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)
Sole35
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings35
Rows:
ALPHABET INC
SOLEShares6.16M
TypeSH
Market value$1.17B
10.87%
Sole
6.16M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares5.26M
TypeSH
Market value$1.15B
10.76%
Sole
5.26M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares2.01M
TypeSH
Market value$847.63M
7.90%
Sole
2.01M
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares2.43M
TypeSH
Market value$813.33M
7.58%
Sole
2.43M
Shared
0.00
None
0.00
CANADIAN PACIFIC KANSAS CITY
SOLEShares11.19M
TypeSH
Market value$809.78M
7.55%
Sole
11.19M
Shared
0.00
None
0.00
AON PLC
SOLEShares2.22M
TypeSH
Market value$797.57M
7.44%
Sole
2.22M
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares1.55M
TypeSH
Market value$782.68M
7.30%
Sole
1.55M
Shared
0.00
None
0.00
CHARTER COMMUNICATIONS INC N
SOLEShares1.80M
TypeSH
Market value$617.12M
5.75%
Sole
1.80M
Shared
0.00
None
0.00
INTERCONTINENTAL EXCHANGE IN
SOLEShares3.75M
TypeSH
Market value$558.88M
5.21%
Sole
3.75M
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares1.03M
TypeSH
Market value$534.36M
4.98%
Sole
1.03M
Shared
0.00
None
0.00
BECTON DICKINSON & CO
SOLEShares2.06M
TypeSH
Market value$466.80M
4.35%
Sole
2.06M
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares867.94K
TypeSH
Market value$457.03M
4.26%
Sole
867.94K
Shared
0.00
None
0.00
COOPER COS INC
SOLEShares4.05M
TypeSH
Market value$372.76M
3.48%
Sole
4.05M
Shared
0.00
None
0.00
ELEVANCE HEALTH INC
SOLEShares986.74K
TypeSH
Market value$364.01M
3.39%
Sole
986.74K
Shared
0.00
None
0.00
ZOETIS INC
SOLEShares1.97M
TypeSH
Market value$321.41M
3.00%
Sole
1.97M
Shared
0.00
None
0.00
BIO RAD LABS INC
SOLEShares976.83K
TypeSH
Market value$320.90M
2.99%
Sole
976.83K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares2.51M
TypeSH
Market value$185.65M
1.73%
Sole
2.51M
Shared
0.00
None
0.00
TENCENT MUSIC ENTMT GROUP
SOLEShares3.02M
TypeSH
Market value$34.25M
0.32%
Sole
3.02M
Shared
0.00
None
0.00
FUTU HLDGS LTD
SOLEShares301.64K
TypeSH
Market value$24.13M
0.22%
Sole
301.64K
Shared
0.00
None
0.00
MEDTRONIC PLC
SOLEShares181.01K
TypeSH
Market value$14.46M
0.13%
Sole
181.01K
Shared
0.00
None
0.00
ICICI BANK LIMITED
SOLEShares429.92K
TypeSH
Market value$12.84M
0.12%
Sole
429.92K
Shared
0.00
None
0.00
PHILIP MORRIS INTL INC
SOLEShares101.55K
TypeSH
Market value$12.22M
0.11%
Sole
101.55K
Shared
0.00
None
0.00
HDFC BANK LTD
SOLEShares155.82K
TypeSH
Market value$9.95M
0.09%
Sole
155.82K
Shared
0.00
None
0.00
COGNIZANT TECHNOLOGY SOLUTIO
SOLEShares115.30K
TypeSH
Market value$8.87M
0.08%
Sole
115.30K
Shared
0.00
None
0.00
MSC INDL DIRECT INC
SOLEShares116.68K
TypeSH
Market value$8.71M
0.08%
Sole
116.68K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL A | 6.16M | SH | $1.17B 10.87% | 6.16M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 5.26M | SH | $1.15B 10.76% | 5.26M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 2.01M | SH | $847.63M 7.90% | 2.01M | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 2.43M | SH | $813.33M 7.58% | 2.43M | 0.00 | 0.00 |
CANADIAN PACIFIC KANSAS CITYSOLE | COM | 11.19M | SH | $809.78M 7.55% | 11.19M | 0.00 | 0.00 |
AON PLCSOLE | SHS CL A | 2.22M | SH | $797.57M 7.44% | 2.22M | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 1.55M | SH | $782.68M 7.30% | 1.55M | 0.00 | 0.00 |
CHARTER COMMUNICATIONS INC NSOLE | CL A | 1.80M | SH | $617.12M 5.75% | 1.80M | 0.00 | 0.00 |
INTERCONTINENTAL EXCHANGE INSOLE | COM | 3.75M | SH | $558.88M 5.21% | 3.75M | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 1.03M | SH | $534.36M 4.98% | 1.03M | 0.00 | 0.00 |
BECTON DICKINSON & COSOLE | COM | 2.06M | SH | $466.80M 4.35% | 2.06M | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 867.94K | SH | $457.03M 4.26% | 867.94K | 0.00 | 0.00 |
COOPER COS INCSOLE | COM | 4.05M | SH | $372.76M 3.48% | 4.05M | 0.00 | 0.00 |
ELEVANCE HEALTH INCSOLE | COM | 986.74K | SH | $364.01M 3.39% | 986.74K | 0.00 | 0.00 |
ZOETIS INCSOLE | CL A | 1.97M | SH | $321.41M 3.00% | 1.97M | 0.00 | 0.00 |
BIO RAD LABS INCSOLE | CL A | 976.83K | SH | $320.90M 2.99% | 976.83K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 2.51M | SH | $185.65M 1.73% | 2.51M | 0.00 | 0.00 |
TENCENT MUSIC ENTMT GROUPSOLE | SPON ADS | 3.02M | SH | $34.25M 0.32% | 3.02M | 0.00 | 0.00 |
FUTU HLDGS LTDSOLE | SPON ADS CL A | 301.64K | SH | $24.13M 0.22% | 301.64K | 0.00 | 0.00 |
MEDTRONIC PLCSOLE | SHS | 181.01K | SH | $14.46M 0.13% | 181.01K | 0.00 | 0.00 |
ICICI BANK LIMITEDSOLE | ADR | 429.92K | SH | $12.84M 0.12% | 429.92K | 0.00 | 0.00 |
PHILIP MORRIS INTL INCSOLE | COM | 101.55K | SH | $12.22M 0.11% | 101.55K | 0.00 | 0.00 |
HDFC BANK LTDSOLE | SPONSORED ADS | 155.82K | SH | $9.95M 0.09% | 155.82K | 0.00 | 0.00 |
COGNIZANT TECHNOLOGY SOLUTIOSOLE | CL A | 115.30K | SH | $8.87M 0.08% | 115.30K | 0.00 | 0.00 |
MSC INDL DIRECT INCSOLE | CL A | 116.68K | SH | $8.71M 0.08% | 116.68K | 0.00 | 0.00 |
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