Veritas Asset Management LLP
Institutional investor · Portfolio as of Q4 2024
Top Holdings35 positions
ALPHABET INC | 6.2M | $1.2B | 10.9% | $71.25 | +164.13% | 24 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 5.3M | $1.2B | 10.8% | $144.26 | +52.08% | 14 qtrssince 2021-Q3 | Decreased 0 |
MICROSOFT CORP | 2M | $847.6M | 7.9% | $263.89 | +57.56% | 24 qtrssince 2019-Q1 | Decreased 0 |
SALESFORCE INC | 2.4M | $813.3M | 7.6% | $270.25 | +22.29% | 2 qtrssince 2024-Q3 | Decreased 0 |
CANADIAN PACIFIC KANSAS CITY | 11.2M | $809.8M | 7.6% | $78.90 | -9.42% | 7 qtrssince 2023-Q2 | Decreased 0 |
AON PLC | 2.2M | $797.6M | 7.4% | $309.34 | +15.10% | 4 qtrssince 2024-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1.5M | $782.7M | 7.3% | $325.11 | +48.91% | 24 qtrssince 2019-Q1 | Decreased 0 |
CHARTER COMMUNICATIONS INC | 1.8M | $617.1M | 5.8% | $395.59 | -13.35% | 24 qtrssince 2019-Q1 | Decreased 0 |
INTERCONTINENTAL EXCHANGE IN | 3.8M | $558.9M | 5.2% | $90.17 | +61.74% | 23 qtrssince 2019-Q2 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 1M | $534.4M | 5.0% | $420.17 | +23.04% | 24 qtrssince 2019-Q1 | Decreased 0 |
BECTON DICKINSON & CO | 2.1M | $466.8M | 4.4% | $168.07 | +1.89% | 20 qtrssince 2020-Q1 | Decreased 0 |
MASTERCARD INCORPORATED | 867,937 | $457M | 4.3% | $307.22 | +69.59% | 20 qtrssince 2020-Q1 | Decreased 0 |
COOPER COS INC | 4.1M | $372.8M | 3.5% | $101.46 | -9.39% | 4 qtrssince 2024-Q1 | Decreased 0 |
ELEVANCE HEALTH INC FORMERLY | 986,738 | $364M | 3.4% | $420.76 | -15.23% | 7 qtrssince 2023-Q2 | Decreased 0 |
ZOETIS INC | 2M | $321.4M | 3.0% | $167.65 | -5.57% | 3 qtrssince 2024-Q2 | Decreased 0 |
BIO RAD LABS INC | 976,827 | $320.9M | 3.0% | $463.37 | -29.57% | 11 qtrssince 2022-Q2 | Decreased 0 |
CHARLES SCHWAB CORP (THE) | 2.5M | $185.6M | 1.7% | $72.79 | 0.00% | 1 qtr | New 71 |
TENCENT MUSIC ENTMT GROUP | 3M | $34.3M | 0.3% | $11.84 | -5.43% | 2 qtrssince 2024-Q3 | Increased 48 |
FUTU HLDGS LTD | 301,644 | $24.1M | 0.2% | $83.71 | -3.81% | 2 qtrssince 2024-Q3 | Decreased 0 |
MEDTRONIC PLC | 181,007 | $14.5M | 0.1% | $87.11 | -13.32% | 12 qtrssince 2022-Q1 | Unchanged 0 |
Veritas Asset Management LLP manages $10.7B across 35 positions as of Q4 2024. Top holdings: GOOGL (10.9%), AMZN (10.8%), MSFT (7.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Added 4 new positions, exited 3, increased 1, trimmed 22. Top move: SCHW (NEW, conviction 71). Portfolio: $10.7B across 35 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
No active accumulation streaks detected for this filer.
Streaks require 2+ consecutive quarters of increased positions in the most recent period.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR