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Data as of Q4 2025

All position changes for Veritas Asset Management LLP. Excludes unchanged positions.

Unique Stocks

Quarters

New Positions

Exits

5 position changes

Per page:

Quarter	Stock	Action	Shares	Change	Value	Weight	Conviction
2025-Q4	AMZN Amazon.com Inc	Decreased	4.4M	-4.6%	$1B	10.3%	0
2025-Q4	MSFT Microsoft Corp	Decreased	2.1M	-4.4%	$1B	10.3%	0
2025-Q4	UNH UnitedHealth Group Inc	Decreased	2.5M	-4.5%	$836M	8.6%	0
2025-Q4	CRM Salesforce Inc	Decreased	3M	-2.5%	$785.5M	8.0%	0
2025-Q4	AON Aon PLC	Decreased	2M	-3.0%	$703.1M	7.2%	0
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