Filed: 11/4/2025ACC: 0001172661-25-004571
📋 What this filing means
VERITAS ASSET MANAGEMENT LLP filed this quarterly 13F‑HR report disclosing 30 equity positions with a total reported market value of $9.36B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
30
Positions
$9.36B
Total AUM (reported)
42.09M
Total Shares
Allocation by class
COM$6.62B70.7%
CL A$1.31B14.0%
SHS CL A$732.30M7.8%
CAP STK CL A$555.29M5.9%
SPON ADS CL A$73.19M0.8%
COM CL A$29.07M0.3%
SPONSORED ADS$21.92M0.2%
Portfolio Concentration
Top 3$3.05B32.6%
4–10$4.30B45.9%
11–25$1.99B21.3%
Rest$12.89M0.1%
Top 3 weight
32.6%
Top 10 weight
78.6%
Voting Authority Distribution
Total shares with voting rights: 42.09M
Sole
Full voting authority
42.09M
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)
Sole30
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings30
Rows:
MICROSOFT CORP
SOLEShares2.18M
TypeSH
Market value$1.13B
12.07%
Sole
2.18M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares4.59M
TypeSH
Market value$1.01B
10.76%
Sole
4.59M
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares2.65M
TypeSH
Market value$916.08M
9.79%
Sole
2.65M
Shared
0.00
None
0.00
AON PLC
SOLEShares2.05M
TypeSH
Market value$732.30M
7.82%
Sole
2.05M
Shared
0.00
None
0.00
CANADIAN PACIFIC KANSAS CITY
SOLEShares9.72M
TypeSH
Market value$723.87M
7.73%
Sole
9.72M
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares3.04M
TypeSH
Market value$720.38M
7.70%
Sole
3.04M
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares1.22M
TypeSH
Market value$590.81M
6.31%
Sole
1.22M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares2.28M
TypeSH
Market value$555.29M
5.93%
Sole
2.28M
Shared
0.00
None
0.00
BECTON DICKINSON & CO
SOLEShares2.95M
TypeSH
Market value$553.07M
5.91%
Sole
2.95M
Shared
0.00
None
0.00
CHARTER COMMUNICATIONS INC N
SOLEShares1.54M
TypeSH
Market value$424.91M
4.54%
Sole
1.54M
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares664.25K
TypeSH
Market value$377.83M
4.04%
Sole
664.25K
Shared
0.00
None
0.00
INTERCONTINENTAL EXCHANGE IN
SOLEShares2.05M
TypeSH
Market value$346.11M
3.70%
Sole
2.05M
Shared
0.00
None
0.00
ELEVANCE HEALTH INC FORMERLY
SOLEShares902.90K
TypeSH
Market value$291.75M
3.12%
Sole
902.90K
Shared
0.00
None
0.00
ZOETIS INC
SOLEShares1.79M
TypeSH
Market value$261.37M
2.79%
Sole
1.79M
Shared
0.00
None
0.00
BIO RAD LABS INC
SOLEShares844.04K
TypeSH
Market value$236.66M
2.53%
Sole
844.04K
Shared
0.00
None
0.00
WATERS CORP
SOLEShares584.77K
TypeSH
Market value$175.32M
1.87%
Sole
584.77K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares1.49M
TypeSH
Market value$142.08M
1.52%
Sole
1.49M
Shared
0.00
None
0.00
FUTU HLDGS LTD
SOLEShares420.86K
TypeSH
Market value$73.19M
0.78%
Sole
420.86K
Shared
0.00
None
0.00
HYATT HOTELS CORP
SOLEShares204.80K
TypeSH
Market value$29.07M
0.31%
Sole
204.80K
Shared
0.00
None
0.00
MEDTRONIC PLC
SOLEShares181.01K
TypeSH
Market value$17.24M
0.18%
Sole
181.01K
Shared
0.00
None
0.00
PHILIP MORRIS INTL INC
SOLEShares67.04K
TypeSH
Market value$10.87M
0.12%
Sole
67.04K
Shared
0.00
None
0.00
HILTON WORLDWIDE HLDGS INC
SOLEShares34.16K
TypeSH
Market value$8.86M
0.09%
Sole
34.16K
Shared
0.00
None
0.00
MSC INDL DIRECT INC
SOLEShares94.54K
TypeSH
Market value$8.71M
0.09%
Sole
94.54K
Shared
0.00
None
0.00
HDFC BANK LTD
SOLEShares224.36K
TypeSH
Market value$7.66M
0.08%
Sole
224.36K
Shared
0.00
None
0.00
NETEASE INC
SOLEShares43.46K
TypeSH
Market value$6.61M
0.07%
Sole
43.46K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 2.18M | SH | $1.13B 12.07% | 2.18M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 4.59M | SH | $1.01B 10.76% | 4.59M | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 2.65M | SH | $916.08M 9.79% | 2.65M | 0.00 | 0.00 |
AON PLCSOLE | SHS CL A | 2.05M | SH | $732.30M 7.82% | 2.05M | 0.00 | 0.00 |
CANADIAN PACIFIC KANSAS CITYSOLE | COM | 9.72M | SH | $723.87M 7.73% | 9.72M | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 3.04M | SH | $720.38M 7.70% | 3.04M | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 1.22M | SH | $590.81M 6.31% | 1.22M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 2.28M | SH | $555.29M 5.93% | 2.28M | 0.00 | 0.00 |
BECTON DICKINSON & COSOLE | COM | 2.95M | SH | $553.07M 5.91% | 2.95M | 0.00 | 0.00 |
CHARTER COMMUNICATIONS INC NSOLE | CL A | 1.54M | SH | $424.91M 4.54% | 1.54M | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 664.25K | SH | $377.83M 4.04% | 664.25K | 0.00 | 0.00 |
INTERCONTINENTAL EXCHANGE INSOLE | COM | 2.05M | SH | $346.11M 3.70% | 2.05M | 0.00 | 0.00 |
ELEVANCE HEALTH INC FORMERLYSOLE | COM | 902.90K | SH | $291.75M 3.12% | 902.90K | 0.00 | 0.00 |
ZOETIS INCSOLE | CL A | 1.79M | SH | $261.37M 2.79% | 1.79M | 0.00 | 0.00 |
BIO RAD LABS INCSOLE | CL A | 844.04K | SH | $236.66M 2.53% | 844.04K | 0.00 | 0.00 |
WATERS CORPSOLE | COM | 584.77K | SH | $175.32M 1.87% | 584.77K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 1.49M | SH | $142.08M 1.52% | 1.49M | 0.00 | 0.00 |
FUTU HLDGS LTDSOLE | SPON ADS CL A | 420.86K | SH | $73.19M 0.78% | 420.86K | 0.00 | 0.00 |
HYATT HOTELS CORPSOLE | COM CL A | 204.80K | SH | $29.07M 0.31% | 204.80K | 0.00 | 0.00 |
MEDTRONIC PLCSOLE | SHS | 181.01K | SH | $17.24M 0.18% | 181.01K | 0.00 | 0.00 |
PHILIP MORRIS INTL INCSOLE | COM | 67.04K | SH | $10.87M 0.12% | 67.04K | 0.00 | 0.00 |
HILTON WORLDWIDE HLDGS INCSOLE | COM | 34.16K | SH | $8.86M 0.09% | 34.16K | 0.00 | 0.00 |
MSC INDL DIRECT INCSOLE | CL A | 94.54K | SH | $8.71M 0.09% | 94.54K | 0.00 | 0.00 |
HDFC BANK LTDSOLE | SPONSORED ADS | 224.36K | SH | $7.66M 0.08% | 224.36K | 0.00 | 0.00 |
NETEASE INCSOLE | SPONSORED ADS | 43.46K | SH | $6.61M 0.07% | 43.46K | 0.00 | 0.00 |
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