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The Analysis of Veritas Asset Management LLP's Holdings & P&L

Currently, Veritas Asset Management LLP holds 21 types of securities in its portfolio with a total value $5.9B. In the most recent quarter, they have increased their positions in MA (+275.5K shares, valued at $137.6M); decreased their positions in AMZN (-1.8M shares, valued at $365.8M), MSFT (-787.4K shares, valued at $291.5M), N/A (-2.5M shares, valued at $195.9M).

1M P&L

+126.7M+2.43%

3M P&L

+314.9M+6.27%

HY P&L

-608.5M-10.24%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Diagnostics & Research773.4M

15.9%

2Healthcare Plans695.3M

14.3%

3Internet Retail546.6M

11.2%

Top Industries by Stock Count

1Internet Retail2 stocks

11.1%

2Healthcare Plans2 stocks

11.1%

3Diagnostics & Research2 stocks

11.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AMZN AMAZON COM INC2.6M shares-40.14%2026-03-312026-05-14

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY6.9M shares-26.65%2026-03-312026-05-14

MA MASTERCARD INCORPORATED1.1M shares34.96%2026-03-312026-05-14

UNH UNITEDHEALTH GROUP INC1.9M shares-25.69%2026-03-312026-05-14

AON PLC AON PLC1.5M shares-23.70%2026-03-312026-05-14

MSFT MICROSOFT CORP1.3M shares-37.75%2026-03-312026-05-14

CRM SALESFORCE INC2.3M shares-23.98%2026-03-312026-05-14

TMO THERMO FISHER SCIENTIFIC INC846.0K shares-25.39%2026-03-312026-05-14

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WAT WATERS CORP1.2M shares-3.25%2026-03-312026-05-14

ICE INTERCONTINENTAL EXCHANGE IN2.1M shares-25.13%2026-03-312026-05-14

BDX BECTON DICKINSON & CO2.0M shares-29.63%2026-03-312026-05-14

CHTR CHARTER COMMUNICATIONS INC1.1M shares-26.83%2026-03-312026-05-14

H HYATT HOTELS CORP1.3M shares-29.69%2026-03-312026-05-14

ELV ELEVANCE HEALTH INC FORMERLY635.4K shares-27.30%2026-03-312026-05-14

TDG TRANSDIGM GROUP INC134.0K shares-5.55%2026-03-312026-05-14

ZTS ZOETIS INC1.3M shares-28.89%2026-03-312026-05-14

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MEDTRONIC PLC MEDTRONIC PLC162.7K shares-10.11%2026-03-312026-05-14

PM PHILIP MORRIS INTL INC67.0K shares0.00%2026-03-312026-05-14

MSM MSC INDL DIRECT INC75.4K shares-20.26%2026-03-312026-05-14

TSM TAIWAN SEMICONDUCTOR MANUFAC4.3K shares-20.02%2026-03-312026-05-14

PDD PDD HOLDINGS INC10.0K shares-55.48%2026-03-312026-05-14

AMZN

AMAZON COM INC

-40.14%

Shares2.6M

Event2026-03-31

Filed2026-05-14

CANADIAN PACIFIC KANSAS CITY

-26.65%

Shares6.9M

Event2026-03-31

Filed2026-05-14

MASTERCARD INCORPORATED

34.96%

Shares1.1M

Event2026-03-31

Filed2026-05-14

UNH

UNITEDHEALTH GROUP INC

-25.69%

Shares1.9M

Event2026-03-31

Filed2026-05-14

AON PLC

-23.70%

Shares1.5M

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

-37.75%

Shares1.3M

Event2026-03-31

Filed2026-05-14

CRM

SALESFORCE INC

-23.98%

Shares2.3M

Event2026-03-31

Filed2026-05-14

TMO

THERMO FISHER SCIENTIFIC INC

-25.39%

Shares846.0K

Event2026-03-31

Filed2026-05-14

WAT

WATERS CORP

-3.25%

Shares1.2M

Event2026-03-31

Filed2026-05-14

ICE

INTERCONTINENTAL EXCHANGE IN

-25.13%

Shares2.1M

Event2026-03-31

Filed2026-05-14

BDX

BECTON DICKINSON & CO

-29.63%

Shares2.0M

Event2026-03-31

Filed2026-05-14

CHTR

CHARTER COMMUNICATIONS INC

-26.83%

Shares1.1M

Event2026-03-31

Filed2026-05-14

HYATT HOTELS CORP

-29.69%

Shares1.3M

Event2026-03-31

Filed2026-05-14

ELV

ELEVANCE HEALTH INC FORMERLY

-27.30%

Shares635.4K

Event2026-03-31

Filed2026-05-14

TDG

TRANSDIGM GROUP INC

-5.55%

Shares134.0K

Event2026-03-31

Filed2026-05-14

ZTS

ZOETIS INC

-28.89%

Shares1.3M

Event2026-03-31

Filed2026-05-14

MEDTRONIC PLC

-10.11%

Shares162.7K

Event2026-03-31

Filed2026-05-14

PHILIP MORRIS INTL INC

0.00%

Shares67.0K

Event2026-03-31

Filed2026-05-14

MSM

MSC INDL DIRECT INC

-20.26%

Shares75.4K

Event2026-03-31

Filed2026-05-14

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-20.02%

Shares4.3K

Event2026-03-31

Filed2026-05-14

PDD

PDD HOLDINGS INC

-55.48%

Shares10.0K

Event2026-03-31

Filed2026-05-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available

Veritas Asset Management LLP Institutional Holdings, Portfolio & P&L — TradeFomo