Veritas Asset Management LLP
CIK: 0001541448SEC EDGAR →
Portfolio Value
$9.8T
Holdings
27
As of
Q4 2025
New Positions
27
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | AMAZON COM INC | 4,375,845 | $1.0T | 10.34% |
| 2 | MICROSOFT CORP | 2,085,994 | $1.0T | 10.32% |
| 3 | UNITEDHEALTH GROUP INC | 2,532,631 | $836.0B | 8.55% |
| 4 | SALESFORCE INC | 2,965,053 | $785.5B | 8.04% |
| 5 | AON PLC | 1,992,453 | $703.1B | 7.19% |
| 6 | CANADIAN PACIFIC KANSAS CITY | 9,344,449 | $688.0B | 7.04% |
| 7 | THERMO FISHER SCIENTIFIC INC | 1,133,869 | $657.0B | 6.72% |
| 8 | ALPHABET INC | 1,836,779 | $574.9B | 5.88% |
| 9 | BECTON DICKINSON & CO | 2,874,579 | $557.9B | 5.71% |
| 10 | WATERS CORP | 1,241,206 | $471.4B | 4.82% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (27)
$1.0T · 4.4M shares
$1.0T · 2.1M shares
$836.0B · 2.5M shares
$785.5B · 3.0M shares
$703.1B · 2.0M shares
$688.0B · 9.3M shares
$657.0B · 1.1M shares
$574.9B · 1.8M shares
$557.9B · 2.9M shares
$471.4B · 1.2M shares
$464.4B · 2.9M shares
$449.8B · 788K shares
$317.5B · 1.5M shares
$306.4B · 874K shares
$304.7B · 1.9M shares
$221.7B · 1.8M shares
$188.6B · 142K shares
$164.6B · 543K shares
$17.4B · 181K shares
$10.8B · 67K shares
$8.2B · 224K shares
$8.0B · 95K shares
$6.5B · 78K shares
$4.5B · 33K shares
$2.9B · 23K shares
$2.6B · 23K shares
$1.6B · 5K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Healthcare | 7 | $3.1T | 31.4% |
| Technology | 5 | $1.8T | 18.5% |
| Financial Services | 4 | $1.6T | 16.6% |
| Consumer Cyclical | 4 | $1.3T | 13.5% |
| Communication Services | 2 | $892.4B | 9.1% |
| Industrials | 2 | $696.0B | 7.1% |
| Unknown | 3 | $364.0B | 3.7% |