Veritas Asset Management LLP — 13F Holdings & Portfolio
CIK 1541448 · latest 13F-HR filed 2026-05-14
Veritas Asset Management LLP manages $5.90B in 13F-reported U.S. long-equity assets across 21 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AMZN (9.24%), CP (9.13%), MA (9.00%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 6, added to 1, and trimmed 19.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$5.90B
Long-equity book
21
Distinct positions
2026-03-31
Filed 2026-05-14
+0 / −6 / ↑1 / ↓19
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Trims
- MICROSOFT CORP-$528.1M -52.3%
- AMAZON COM INC-$464.5M -46.0%
- SALESFORCE INC-$364.7M -46.4%
- UNITEDHEALTH GROUP INC-$326.8M -39.1%
- THERMO FISHER SCIENTIFIC INC-$241.2M -36.7%
Exited Positions
- ALPHABET INC$574.9M
- BIO RAD LABS INC$164.6M
- HDFC BANK LTD$8.2M
- COGNIZANT TECHNOLOGY SOLUTIO$6.5M
- NETEASE INC$4.5M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 023135106 | $545.5M | 9.24% | 2,619,324 | SH |
| 2 | CANADIAN PACIFIC KANSAS CITY | CP | 13646K108 | $539.2M | 9.13% | 6,854,361 | SH |
| 3 | MASTERCARD INCORPORATED | MA | 57636Q104 | $531.3M | 9.00% | 1,063,314 | SH |
| 4 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $509.3M | 8.63% | 1,882,071 | SH |
| 5 | AON PLC | AON | G0403H108 | $490.7M | 8.31% | 1,520,277 | SH |
| 6 | MICROSOFT CORP | MSFT | 594918104 | $480.7M | 8.14% | 1,298,635 | SH |
| 7 | SALESFORCE INC | CRM | 79466L302 | $420.7M | 7.13% | 2,253,886 | SH |
| 8 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $415.8M | 7.04% | 845,995 | SH |
| 9 | WATERS CORP | WAT | 941848103 | $357.6M | 6.06% | 1,200,813 | SH |
| 10 | INTERCONTINENTAL EXCHANGE IN | ICE | 45866F104 | $337.7M | 5.72% | 2,147,051 | SH |
| 11 | BECTON DICKINSON & CO | BDX | 075887109 | $318.0M | 5.39% | 2,022,830 | SH |
| 12 | CHARTER COMMUNICATIONS INC | CHTR | 16119P108 | $240.3M | 4.07% | 1,113,053 | SH |
| 13 | HYATT HOTELS CORP | H | 448579102 | $192.1M | 3.25% | 1,336,247 | SH |
| 14 | ELEVANCE HEALTH INC FORMERLY | ELV | 036752103 | $186.0M | 3.15% | 635,371 | SH |
| 15 | TRANSDIGM GROUP INC | TDG | 893641100 | $155.3M | 2.63% | 133,974 | SH |
| 16 | ZOETIS INC | ZTS | 98978V103 | $148.1M | 2.51% | 1,252,898 | SH |
| 17 | MEDTRONIC PLC | MDT | G5960L103 | $14.1M | 0.24% | 162,708 | SH |
| 18 | PHILIP MORRIS INTL INC | PM | 718172109 | $11.1M | 0.19% | 67,036 | SH |
| 19 | MSC INDL DIRECT INC | MSM | 553530106 | $7.0M | 0.12% | 75,386 | SH |
| 20 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $1.5M | 0.02% | 4,342 | SH |
| 21 | PDD HOLDINGS INC | PDD | 722304102 | $1.0M | 0.02% | 10,020 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-14 | $5.90B | 21 | 0001172661-26-001833 |
| 2025-12-31 | 2026-02-17 | $9.77B | 27 | 0001172661-26-000924 |
| 2025-09-30 | 2025-11-04 | $9.36B | 30 | 0001172661-25-004571 |