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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 $5.6B. In the most recent quarter, they have increased their positions in N/A (+830.6K shares, valued at $338.3M), VMC (+1.0M shares, valued at $306.6M), SYK (+533.8K shares, valued at $168.1M); decreased their positions in CRM (-2.2M shares, valued at $345.0M), N/A (-803.9K shares, valued at $334.1M), WAT (-349.2K shares, valued at $131.0M); initiated new positions in N/A (+830.6K shares, valued at $338.3M), VMC (+1.0M shares, valued at $306.6M), SYK (+533.8K shares, valued at $168.1M).

1M P&L

+246.0M+5.45%

3M P&L

+349.4M+7.92%

HY P&L

+468.2M+10.91%

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 & Research762.0M

17.9%

2Internet Retail543.4M

12.8%

3Railroads496.3M

11.7%

Top Industries by Stock Count

1Diagnostics & Research2 stocks

11.8%

2Internet Retail1 stocks

5.9%

3Insurance Brokers1 stocks

5.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AMZN AMAZON COM INC2.3M shares-12.95%2026-06-302026-08-04

MASTERCARD INCORPORATED MASTERCARD INCORPORATED995.3K shares-6.39%2026-06-302026-08-04

CP CANADIAN PACIFIC KANSAS CITY5.7M shares-16.43%2026-06-302026-08-04

AON AON PLC1.4M shares-7.38%2026-06-302026-08-04

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC1.1M shares-42.71%2026-06-302026-08-04

TMO THERMO FISHER SCIENTIFIC INC882.9K shares4.36%2026-06-302026-08-04

MSFT MICROSOFT CORP1.1M shares-12.86%2026-06-302026-08-04

S&P GLOBAL INC S&P GLOBAL INC830.6K sharesnew addition2026-06-302026-08-04

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WAT WATERS CORP851.6K shares-29.08%2026-06-302026-08-04

VMC VULCAN MATLS CO1.0M sharesnew addition2026-06-302026-08-04

H HYATT HOTELS CORP1.3M shares-0.74%2026-06-302026-08-04

ICE INTERCONTINENTAL EXCHANGE IN2.0M shares-7.61%2026-06-302026-08-04

BDX BECTON DICKINSON & CO1.4M shares-31.12%2026-06-302026-08-04

TDG TRANSDIGM GROUP INC138.0K shares2.98%2026-06-302026-08-04

SYK STRYKER CORPORATION533.8K sharesnew addition2026-06-302026-08-04

ELV ELEVANCE HEALTH INC FORMERLY428.7K shares-32.53%2026-06-302026-08-04

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PM PHILIP MORRIS INTL INC51.4K shares-23.34%2026-06-302026-08-04

CRM SALESFORCE INC51.7K shares-97.70%2026-06-302026-08-04

OTIS OTIS WORLDWIDE CORP105.7K sharesnew addition2026-06-302026-08-04

MEDTRONIC PLC MEDTRONIC PLC96.7K shares-40.57%2026-06-302026-08-04

TSM TAIWAN SEMICONDUCTOR MANUFAC3.8K shares-11.95%2026-06-302026-08-04

AMZN

AMAZON COM INC

-12.95%

Shares2.3M

Event2026-06-30

Filed2026-08-04

MASTERCARD INCORPORATED

-6.39%

Shares995.3K

Event2026-06-30

Filed2026-08-04

CANADIAN PACIFIC KANSAS CITY

-16.43%

Shares5.7M

Event2026-06-30

Filed2026-08-04

AON

AON PLC

-7.38%

Shares1.4M

Event2026-06-30

Filed2026-08-04

UNITEDHEALTH GROUP INC

-42.71%

Shares1.1M

Event2026-06-30

Filed2026-08-04

TMO

THERMO FISHER SCIENTIFIC INC

4.36%

Shares882.9K

Event2026-06-30

Filed2026-08-04

MSFT

MICROSOFT CORP

-12.86%

Shares1.1M

Event2026-06-30

Filed2026-08-04

S&P GLOBAL INC

New

Shares830.6K

Event2026-06-30

Filed2026-08-04

WAT

WATERS CORP

-29.08%

Shares851.6K

Event2026-06-30

Filed2026-08-04

VMC

VULCAN MATLS CO

New

Shares1.0M

Event2026-06-30

Filed2026-08-04

HYATT HOTELS CORP

-0.74%

Shares1.3M

Event2026-06-30

Filed2026-08-04

ICE

INTERCONTINENTAL EXCHANGE IN

-7.61%

Shares2.0M

Event2026-06-30

Filed2026-08-04

BDX

BECTON DICKINSON & CO

-31.12%

Shares1.4M

Event2026-06-30

Filed2026-08-04

TDG

TRANSDIGM GROUP INC

2.98%

Shares138.0K

Event2026-06-30

Filed2026-08-04

SYK

STRYKER CORPORATION

New

Shares533.8K

Event2026-06-30

Filed2026-08-04

ELV

ELEVANCE HEALTH INC FORMERLY

-32.53%

Shares428.7K

Event2026-06-30

Filed2026-08-04

PHILIP MORRIS INTL INC

-23.34%

Shares51.4K

Event2026-06-30

Filed2026-08-04

CRM

SALESFORCE INC

-97.70%

Shares51.7K

Event2026-06-30

Filed2026-08-04

OTIS

OTIS WORLDWIDE CORP

New

Shares105.7K

Event2026-06-30

Filed2026-08-04

MEDTRONIC PLC

-40.57%

Shares96.7K

Event2026-06-30

Filed2026-08-04

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-11.95%

Shares3.8K

Event2026-06-30

Filed2026-08-04

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available