Filed: 8/7/2025ACC: 0001172661-25-002935
📋 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 $10.00B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
34
Positions
$10.00B
Total AUM (reported)
46.02M
Total Shares
Allocation by class
COM$6.89B68.9%
CL A$1.57B15.7%
CAP STK CL A$836.66M8.4%
SHS CL A$613.98M6.1%
SPON ADS CL A$37.65M0.4%
SPONSORED ADS$36.03M0.4%
SHS$15.78M0.2%
Portfolio Concentration
Top 3$3.52B35.2%
4–10$4.37B43.7%
11–25$2.10B21.0%
Rest$16.22M0.2%
Top 3 weight
35.2%
Top 10 weight
78.9%
Voting Authority Distribution
Total shares with voting rights: 46.02M
Sole
Full voting authority
46.02M
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:
MICROSOFT CORP
SOLEShares3.01M
TypeSH
Market value$1.50B
14.98%
Sole
3.01M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares4.79M
TypeSH
Market value$1.05B
10.51%
Sole
4.79M
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares3.11M
TypeSH
Market value$969.60M
9.70%
Sole
3.11M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares4.75M
TypeSH
Market value$836.66M
8.37%
Sole
4.75M
Shared
0.00
None
0.00
CANADIAN PACIFIC KANSAS CITY
SOLEShares10.01M
TypeSH
Market value$793.51M
7.94%
Sole
10.01M
Shared
0.00
None
0.00
CHARTER COMMUNICATIONS INC N
SOLEShares1.59M
TypeSH
Market value$650.18M
6.50%
Sole
1.59M
Shared
0.00
None
0.00
AON PLC
SOLEShares1.72M
TypeSH
Market value$613.98M
6.14%
Sole
1.72M
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares2.06M
TypeSH
Market value$562.79M
5.63%
Sole
2.06M
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares1.26M
TypeSH
Market value$512.28M
5.13%
Sole
1.26M
Shared
0.00
None
0.00
INTERCONTINENTAL EXCHANGE IN
SOLEShares2.16M
TypeSH
Market value$396.30M
3.96%
Sole
2.16M
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares695.21K
TypeSH
Market value$390.67M
3.91%
Sole
695.21K
Shared
0.00
None
0.00
BECTON DICKINSON & CO
SOLEShares2.10M
TypeSH
Market value$362.08M
3.62%
Sole
2.10M
Shared
0.00
None
0.00
ELEVANCE HEALTH INC
SOLEShares913.36K
TypeSH
Market value$355.26M
3.55%
Sole
913.36K
Shared
0.00
None
0.00
ZOETIS INC
SOLEShares1.83M
TypeSH
Market value$284.76M
2.85%
Sole
1.83M
Shared
0.00
None
0.00
BIO RAD LABS INC
SOLEShares863.14K
TypeSH
Market value$208.29M
2.08%
Sole
863.14K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares2.22M
TypeSH
Market value$202.83M
2.03%
Sole
2.22M
Shared
0.00
None
0.00
HILTON WORLDWIDE HLDGS INC
SOLEShares648.19K
TypeSH
Market value$172.64M
1.73%
Sole
648.19K
Shared
0.00
None
0.00
FUTU HLDGS LTD
SOLEShares298.65K
TypeSH
Market value$36.91M
0.37%
Sole
298.65K
Shared
0.00
None
0.00
MEDTRONIC PLC
SOLEShares181.01K
TypeSH
Market value$15.78M
0.16%
Sole
181.01K
Shared
0.00
None
0.00
COUPANG INC
SOLEShares513.14K
TypeSH
Market value$15.37M
0.15%
Sole
513.14K
Shared
0.00
None
0.00
PHILIP MORRIS INTL INC
SOLEShares72.38K
TypeSH
Market value$13.18M
0.13%
Sole
72.38K
Shared
0.00
None
0.00
HESAI GROUP
SOLEShares500.63K
TypeSH
Market value$10.99M
0.11%
Sole
500.63K
Shared
0.00
None
0.00
HDFC BANK LTD
SOLEShares135.98K
TypeSH
Market value$10.43M
0.10%
Sole
135.98K
Shared
0.00
None
0.00
COGNIZANT TECHNOLOGY SOLUTIO
SOLEShares115.30K
TypeSH
Market value$9.00M
0.09%
Sole
115.30K
Shared
0.00
None
0.00
MSC INDL DIRECT INC
SOLEShares94.54K
TypeSH
Market value$8.04M
0.08%
Sole
94.54K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 3.01M | SH | $1.50B 14.98% | 3.01M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 4.79M | SH | $1.05B 10.51% | 4.79M | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 3.11M | SH | $969.60M 9.70% | 3.11M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 4.75M | SH | $836.66M 8.37% | 4.75M | 0.00 | 0.00 |
CANADIAN PACIFIC KANSAS CITYSOLE | COM | 10.01M | SH | $793.51M 7.94% | 10.01M | 0.00 | 0.00 |
CHARTER COMMUNICATIONS INC NSOLE | CL A | 1.59M | SH | $650.18M 6.50% | 1.59M | 0.00 | 0.00 |
AON PLCSOLE | SHS CL A | 1.72M | SH | $613.98M 6.14% | 1.72M | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 2.06M | SH | $562.79M 5.63% | 2.06M | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 1.26M | SH | $512.28M 5.13% | 1.26M | 0.00 | 0.00 |
INTERCONTINENTAL EXCHANGE INSOLE | COM | 2.16M | SH | $396.30M 3.96% | 2.16M | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 695.21K | SH | $390.67M 3.91% | 695.21K | 0.00 | 0.00 |
BECTON DICKINSON & COSOLE | COM | 2.10M | SH | $362.08M 3.62% | 2.10M | 0.00 | 0.00 |
ELEVANCE HEALTH INCSOLE | COM | 913.36K | SH | $355.26M 3.55% | 913.36K | 0.00 | 0.00 |
ZOETIS INCSOLE | CL A | 1.83M | SH | $284.76M 2.85% | 1.83M | 0.00 | 0.00 |
BIO RAD LABS INCSOLE | CL A | 863.14K | SH | $208.29M 2.08% | 863.14K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 2.22M | SH | $202.83M 2.03% | 2.22M | 0.00 | 0.00 |
HILTON WORLDWIDE HLDGS INCSOLE | COM | 648.19K | SH | $172.64M 1.73% | 648.19K | 0.00 | 0.00 |
FUTU HLDGS LTDSOLE | SPON ADS CL A | 298.65K | SH | $36.91M 0.37% | 298.65K | 0.00 | 0.00 |
MEDTRONIC PLCSOLE | SHS | 181.01K | SH | $15.78M 0.16% | 181.01K | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 513.14K | SH | $15.37M 0.15% | 513.14K | 0.00 | 0.00 |
PHILIP MORRIS INTL INCSOLE | COM | 72.38K | SH | $13.18M 0.13% | 72.38K | 0.00 | 0.00 |
HESAI GROUPSOLE | SPONSORED ADS | 500.63K | SH | $10.99M 0.11% | 500.63K | 0.00 | 0.00 |
HDFC BANK LTDSOLE | SPONSORED ADS | 135.98K | SH | $10.43M 0.10% | 135.98K | 0.00 | 0.00 |
COGNIZANT TECHNOLOGY SOLUTIOSOLE | CL A | 115.30K | SH | $9.00M 0.09% | 115.30K | 0.00 | 0.00 |
MSC INDL DIRECT INCSOLE | CL A | 94.54K | SH | $8.04M 0.08% | 94.54K | 0.00 | 0.00 |
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