Filed: 5/15/2025ACC: 0001172661-25-002100
📋 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 $9.90B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
35
Positions
$9.90B
Total AUM (reported)
50.38M
Total Shares
Allocation by class
COM$6.74B68.1%
CL A$1.57B15.9%
CAP STK CL A$764.38M7.7%
SHS CL A$734.20M7.4%
SPON ADS CL A$31.50M0.3%
SPONSORED ADS$22.38M0.2%
SPON ADS$21.72M0.2%
Portfolio Concentration
Top 3$2.87B29.0%
4–10$4.60B46.5%
11–25$2.42B24.4%
Rest$15.05M0.2%
Top 3 weight
29.0%
Top 10 weight
75.4%
Voting Authority Distribution
Total shares with voting rights: 50.38M
Sole
Full voting authority
50.38M
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:
MICROSOFT CORP
SOLEShares2.90M
TypeSH
Market value$1.09B
11.01%
Sole
2.90M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares5M
TypeSH
Market value$951.86M
9.61%
Sole
5M
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares1.58M
TypeSH
Market value$827.00M
8.35%
Sole
1.58M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares4.94M
TypeSH
Market value$764.38M
7.72%
Sole
4.94M
Shared
0.00
None
0.00
CANADIAN PACIFIC KANSAS CITY
SOLEShares10.64M
TypeSH
Market value$746.91M
7.54%
Sole
10.64M
Shared
0.00
None
0.00
AON PLC
SOLEShares1.84M
TypeSH
Market value$734.20M
7.42%
Sole
1.84M
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares1.33M
TypeSH
Market value$663.33M
6.70%
Sole
1.33M
Shared
0.00
None
0.00
CHARTER COMMUNICATIONS INC N
SOLEShares1.68M
TypeSH
Market value$617.38M
6.24%
Sole
1.68M
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares2.14M
TypeSH
Market value$574.46M
5.80%
Sole
2.14M
Shared
0.00
None
0.00
INTERCONTINENTAL EXCHANGE IN
SOLEShares2.90M
TypeSH
Market value$499.90M
5.05%
Sole
2.90M
Shared
0.00
None
0.00
BECTON DICKINSON & CO
SOLEShares1.93M
TypeSH
Market value$441.42M
4.46%
Sole
1.93M
Shared
0.00
None
0.00
ELEVANCE HEALTH INC
SOLEShares952.90K
TypeSH
Market value$414.47M
4.19%
Sole
952.90K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares736.92K
TypeSH
Market value$403.92M
4.08%
Sole
736.92K
Shared
0.00
None
0.00
COOPER COS INC
SOLEShares3.85M
TypeSH
Market value$324.55M
3.28%
Sole
3.85M
Shared
0.00
None
0.00
ZOETIS INC
SOLEShares1.87M
TypeSH
Market value$308.54M
3.12%
Sole
1.87M
Shared
0.00
None
0.00
BIO RAD LABS INC
SOLEShares913.12K
TypeSH
Market value$222.40M
2.25%
Sole
913.12K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares2.29M
TypeSH
Market value$179.53M
1.81%
Sole
2.29M
Shared
0.00
None
0.00
FUTU HLDGS LTD
SOLEShares298.65K
TypeSH
Market value$30.57M
0.31%
Sole
298.65K
Shared
0.00
None
0.00
TENCENT MUSIC ENTMT GROUP
SOLEShares1.51M
TypeSH
Market value$21.72M
0.22%
Sole
1.51M
Shared
0.00
None
0.00
MEDTRONIC PLC
SOLEShares181.01K
TypeSH
Market value$16.27M
0.16%
Sole
181.01K
Shared
0.00
None
0.00
PHILIP MORRIS INTL INC
SOLEShares86.78K
TypeSH
Market value$13.78M
0.14%
Sole
86.78K
Shared
0.00
None
0.00
FRANCO NEV CORP
SOLEShares72.27K
TypeSH
Market value$11.39M
0.12%
Sole
72.27K
Shared
0.00
None
0.00
HDFC BANK LTD
SOLEShares150.93K
TypeSH
Market value$10.03M
0.10%
Sole
150.93K
Shared
0.00
None
0.00
MSC INDL DIRECT INC
SOLEShares116.68K
TypeSH
Market value$9.06M
0.09%
Sole
116.68K
Shared
0.00
None
0.00
COGNIZANT TECHNOLOGY SOLUTIO
SOLEShares115.30K
TypeSH
Market value$8.82M
0.09%
Sole
115.30K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 2.90M | SH | $1.09B 11.01% | 2.90M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 5M | SH | $951.86M 9.61% | 5M | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 1.58M | SH | $827.00M 8.35% | 1.58M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 4.94M | SH | $764.38M 7.72% | 4.94M | 0.00 | 0.00 |
CANADIAN PACIFIC KANSAS CITYSOLE | COM | 10.64M | SH | $746.91M 7.54% | 10.64M | 0.00 | 0.00 |
AON PLCSOLE | SHS CL A | 1.84M | SH | $734.20M 7.42% | 1.84M | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 1.33M | SH | $663.33M 6.70% | 1.33M | 0.00 | 0.00 |
CHARTER COMMUNICATIONS INC NSOLE | CL A | 1.68M | SH | $617.38M 6.24% | 1.68M | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 2.14M | SH | $574.46M 5.80% | 2.14M | 0.00 | 0.00 |
INTERCONTINENTAL EXCHANGE INSOLE | COM | 2.90M | SH | $499.90M 5.05% | 2.90M | 0.00 | 0.00 |
BECTON DICKINSON & COSOLE | COM | 1.93M | SH | $441.42M 4.46% | 1.93M | 0.00 | 0.00 |
ELEVANCE HEALTH INCSOLE | COM | 952.90K | SH | $414.47M 4.19% | 952.90K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 736.92K | SH | $403.92M 4.08% | 736.92K | 0.00 | 0.00 |
COOPER COS INCSOLE | COM | 3.85M | SH | $324.55M 3.28% | 3.85M | 0.00 | 0.00 |
ZOETIS INCSOLE | CL A | 1.87M | SH | $308.54M 3.12% | 1.87M | 0.00 | 0.00 |
BIO RAD LABS INCSOLE | CL A | 913.12K | SH | $222.40M 2.25% | 913.12K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 2.29M | SH | $179.53M 1.81% | 2.29M | 0.00 | 0.00 |
FUTU HLDGS LTDSOLE | SPON ADS CL A | 298.65K | SH | $30.57M 0.31% | 298.65K | 0.00 | 0.00 |
TENCENT MUSIC ENTMT GROUPSOLE | SPON ADS | 1.51M | SH | $21.72M 0.22% | 1.51M | 0.00 | 0.00 |
MEDTRONIC PLCSOLE | SHS | 181.01K | SH | $16.27M 0.16% | 181.01K | 0.00 | 0.00 |
PHILIP MORRIS INTL INCSOLE | COM | 86.78K | SH | $13.78M 0.14% | 86.78K | 0.00 | 0.00 |
FRANCO NEV CORPSOLE | COM | 72.27K | SH | $11.39M 0.12% | 72.27K | 0.00 | 0.00 |
HDFC BANK LTDSOLE | SPONSORED ADS | 150.93K | SH | $10.03M 0.10% | 150.93K | 0.00 | 0.00 |
MSC INDL DIRECT INCSOLE | CL A | 116.68K | SH | $9.06M 0.09% | 116.68K | 0.00 | 0.00 |
COGNIZANT TECHNOLOGY SOLUTIOSOLE | CL A | 115.30K | SH | $8.82M 0.09% | 115.30K | 0.00 | 0.00 |
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