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

Currently, Veritas Asset Management LLP holds 27 types of securities in its portfolio with a total value $9.8B. In the most recent quarter, they have increased their positions in H (+1.7M shares, valued at $271.8M), WAT (+656.4K shares, valued at $249.3M), TDG (+141.8K shares, valued at $188.6M); decreased their positions in N/A (-447.4K shares, valued at $140.0M), BIO (-300.7K shares, valued at $91.1M), AMZN (-211.9K shares, valued at $48.9M); initiated new positions in TDG (+141.8K shares, valued at $188.6M), SE (+22.9K shares, valued at $2.9M).

1M P&L

+7.0M+0.10%

3M P&L

+157.3M+2.25%

HY P&L

-398.0M-5.27%

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

1Healthcare Plans1.1B

14.7%

2Diagnostics & Research1.1B

14.5%

3Internet Retail1.0B

13.0%

Top Industries by Stock Count

1Internet Retail3 stocks

13.0%

2Healthcare Plans2 stocks

8.7%

3Diagnostics & Research2 stocks

8.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AMZN AMAZON COM INC4.4M shares-4.62%2025-12-312026-02-17

MSFT MICROSOFT CORP2.1M shares-4.39%2025-12-312026-02-17

UNH UNITEDHEALTH GROUP INC2.5M shares-4.54%2025-12-312026-02-17

CRM SALESFORCE INC3.0M shares-2.45%2025-12-312026-02-17

AON PLC AON PLC2.0M shares-2.98%2025-12-312026-02-17

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY9.3M shares-3.84%2025-12-312026-02-17

TMO THERMO FISHER SCIENTIFIC INC1.1M shares-6.92%2025-12-312026-02-17

ALPHABET INC ALPHABET INC1.8M shares-19.59%2025-12-312026-02-17

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BDX BECTON DICKINSON & CO2.9M shares-2.72%2025-12-312026-02-17

WAT WATERS CORP1.2M shares112.26%2025-12-312026-02-17

ICE INTERCONTINENTAL EXCHANGE IN2.9M shares39.59%2025-12-312026-02-17

MA MASTERCARD INCORPORATED787.9K shares18.61%2025-12-312026-02-17

CHTR CHARTER COMMUNICATIONS INC N1.5M shares-1.51%2025-12-312026-02-17

ELV ELEVANCE HEALTH INC FORMERLY874.0K shares-3.20%2025-12-312026-02-17

H HYATT HOTELS CORP1.9M shares827.93%2025-12-312026-02-17

ZTS ZOETIS INC1.8M shares-1.36%2025-12-312026-02-17

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TDG TRANSDIGM GROUP INC141.8K sharesnew addition2025-12-312026-02-17

BIO BIO RAD LABS INC543.3K shares-35.63%2025-12-312026-02-17

MEDTRONIC PLC MEDTRONIC PLC181.0K shares0.00%2025-12-312026-02-17

PM PHILIP MORRIS INTL INC67.0K shares0.00%2025-12-312026-02-17

HDB HDFC BANK LTD224.4K shares0.00%2025-12-312026-02-17

MSM MSC INDL DIRECT INC94.5K shares0.00%2025-12-312026-02-17

CTSH COGNIZANT TECHNOLOGY SOLUTIO78.1K shares0.00%2025-12-312026-02-17

NTES NETEASE INC33.0K shares-24.17%2025-12-312026-02-17

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SE SEA LTD22.9K sharesnew addition2025-12-312026-02-17

PDD PDD HOLDINGS INC22.5K shares0.00%2025-12-312026-02-17

TSM TAIWAN SEMICONDUCTOR MFG LTD5.4K shares-45.49%2025-12-312026-02-17

AMZN

AMAZON COM INC

-4.62%

Shares4.4M

Event2025-12-31

Filed2026-02-17

MSFT

MICROSOFT CORP

-4.39%

Shares2.1M

Event2025-12-31

Filed2026-02-17

UNH

UNITEDHEALTH GROUP INC

-4.54%

Shares2.5M

Event2025-12-31

Filed2026-02-17

CRM

SALESFORCE INC

-2.45%

Shares3.0M

Event2025-12-31

Filed2026-02-17

AON PLC

-2.98%

Shares2.0M

Event2025-12-31

Filed2026-02-17

CANADIAN PACIFIC KANSAS CITY

-3.84%

Shares9.3M

Event2025-12-31

Filed2026-02-17

TMO

THERMO FISHER SCIENTIFIC INC

-6.92%

Shares1.1M

Event2025-12-31

Filed2026-02-17

ALPHABET INC

-19.59%

Shares1.8M

Event2025-12-31

Filed2026-02-17

BDX

BECTON DICKINSON & CO

-2.72%

Shares2.9M

Event2025-12-31

Filed2026-02-17

WAT

WATERS CORP

112.26%

Shares1.2M

Event2025-12-31

Filed2026-02-17

ICE

INTERCONTINENTAL EXCHANGE IN

39.59%

Shares2.9M

Event2025-12-31

Filed2026-02-17

MASTERCARD INCORPORATED

18.61%

Shares787.9K

Event2025-12-31

Filed2026-02-17

CHTR

CHARTER COMMUNICATIONS INC N

-1.51%

Shares1.5M

Event2025-12-31

Filed2026-02-17

ELV

ELEVANCE HEALTH INC FORMERLY

-3.20%

Shares874.0K

Event2025-12-31

Filed2026-02-17

HYATT HOTELS CORP

827.93%

Shares1.9M

Event2025-12-31

Filed2026-02-17

ZTS

ZOETIS INC

-1.36%

Shares1.8M

Event2025-12-31

Filed2026-02-17

TDG

TRANSDIGM GROUP INC

New

Shares141.8K

Event2025-12-31

Filed2026-02-17

BIO

BIO RAD LABS INC

-35.63%

Shares543.3K

Event2025-12-31

Filed2026-02-17

MEDTRONIC PLC

0.00%

Shares181.0K

Event2025-12-31

Filed2026-02-17

PHILIP MORRIS INTL INC

0.00%

Shares67.0K

Event2025-12-31

Filed2026-02-17

HDB

HDFC BANK LTD

0.00%

Shares224.4K

Event2025-12-31

Filed2026-02-17

MSM

MSC INDL DIRECT INC

0.00%

Shares94.5K

Event2025-12-31

Filed2026-02-17

CTSH

COGNIZANT TECHNOLOGY SOLUTIO

0.00%

Shares78.1K

Event2025-12-31

Filed2026-02-17

NTES

NETEASE INC

-24.17%

Shares33.0K

Event2025-12-31

Filed2026-02-17

SEA LTD

New

Shares22.9K

Event2025-12-31

Filed2026-02-17

PDD

PDD HOLDINGS INC

0.00%

Shares22.5K

Event2025-12-31

Filed2026-02-17

TSM

TAIWAN SEMICONDUCTOR MFG LTD

-45.49%

Shares5.4K

Event2025-12-31

Filed2026-02-17

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available