Veritas Asset Management LLP
- SEC CIK
- 0001541448
- Latest filing
- Aug 4, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 22, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 38
- +4 vs. Q1 2023
- Portfolio value
- $14.4B
- +$844.4M (+6.2%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GOOGLAlphabet Inc. | Stock | 11,641,542 | $1.39B | 9.7% | −448,859−3.7% | Reduced | History |
| MAMastercard Inc | Stock | 3,161,063 | $1.24B | 8.6% | +1,081,998+52.0% | Added | History |
| CPCanadian Pacific Kansas City Ltd | COM | 13,304,059 | $1.07B | 7.5% | −324,060−2.4% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 7,787,319 | $1.02B | 7.1% | −93,606−1.2% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 2,780,425 | $946.8M | 6.6% | −1,682,487−37.7% | Reduced | History |
| ICEIntercontinental Exchange, Inc. | Stock | 8,016,974 | $906.6M | 6.3% | +566,572+7.6% | Added | History |
| COOCooper Companies, Inc. | COM NEW | 2,278,069 | $873.5M | 6.1% | +189,308+9.1% | Added | History |
| FISVFiserv Inc | Stock | 6,805,145 | $858.5M | 6.0% | −1,562,054−18.7% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 1,778,270 | $854.7M | 5.9% | +319,842+21.9% | Added | History |
| CHTRCharter Communications, Inc. | CL A | 2,306,921 | $847.5M | 5.9% | −547,619−19.2% | Reduced | History |
| MCOMoodys Corp | Stock | 2,288,962 | $795.9M | 5.5% | +920,100+67.2% | Added | History |
| BDXBecton Dickinson & Co | Stock | 2,010,717 | $530.8M | 3.7% | −53,397−2.6% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 1,010,111 | $527.0M | 3.7% | +1,656+0.2% | Added | History |
| ELVElevance Health, Inc. | Stock | 1,133,011 | $503.4M | 3.5% | +1,133,011 | New | History |
| BIOBio-Rad Laboratories, Inc. | CL A | 1,137,449 | $431.2M | 3.0% | −13,489−1.2% | Reduced | History |
| ADPAutomatic Data Processing Inc | Stock | 1,708,381 | $375.5M | 2.6% | +1,708,381 | New | History |
| CTLTCatalent, Inc. | COM | 6,784,366 | $294.2M | 2.0% | −100,749−1.5% | Reduced | History |
| ILMNIllumina, Inc. | COM | 1,522,974 | $285.5M | 2.0% | −27,123−1.7% | Reduced | History |
| EFXEquifax Inc | COM | 1,130,876 | $266.1M | 1.9% | +1,130,876 | New | History |
| YUMCYum China Holdings, Inc. | COM | 1,540,000 | $87.0M | 0.6% | +300,000+24.2% | Added | History |
| HTHTH World Group Ltd | SPONSORED ADS | 2,151,000 | $83.4M | 0.6% | 00.0% | Unchanged | History |
| ZTOZTO Express (Cayman) Inc. | SPONSORED ADS A | 1,030,000 | $25.8M | 0.2% | +1,030,000 | New | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 216,383 | $21.8M | 0.2% | −16,679−7.2% | Reduced | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 301,300 | $20.8M | 0.1% | −2,023,900−87.0% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 54,300 | $15.6M | 0.1% | −1,699,614−96.9% | Reduced | History |
| FNVFranco Nevada Corp | Stock | 103,162 | $14.7M | 0.1% | −388−0.4% | Reduced | History |
| MDTMedtronic plc | Stock | 136,771 | $12.0M | 0.1% | 00.0% | Unchanged | History |
| MSMMSC Industrial Direct Co Inc | CL A | 122,136 | $11.6M | 0.1% | 00.0% | Unchanged | History |
| CSCOCisco Systems, Inc. | Stock | 222,825 | $11.5M | 0.1% | 00.0% | Unchanged | History |
| PMPhilip Morris International Inc. | Stock | 113,358 | $11.1M | 0.1% | 00.0% | Unchanged | History |
| HDBHDFC Bank Ltd | SPONSORED ADS | 141,772 | $9.88M | 0.1% | 00.0% | Unchanged | History |
| CTSHCognizant Technology Solutions Corp | CL A | 115,295 | $7.53M | 0.1% | 00.0% | Unchanged | History |
| INFYInfosys Ltd | SPONSORED ADR | 420,000 | $6.75M | <0.1% | +150,000+55.6% | Added | History |
| IBNIcici Bank Ltd | ADR | 250,000 | $5.77M | <0.1% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 46,387 | $2.79M | <0.1% | −17,199−27.0% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 22,341 | $2.70M | <0.1% | 00.0% | Unchanged | History |
| CPNGCoupang, Inc. | CL A | 150,000 | $2.61M | <0.1% | 00.0% | Unchanged | History |
| CVSCVS Health Corp | Stock | 32,262 | $2.23M | <0.1% | −5,889,687−99.5% | Reduced | History |