Veritas Asset Management LLP Portfolio Holdings

Veritas Asset Management LLP

  • $12 Billion
  • Q3 2024

Veritas Asset Management LLP has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $12 Billion distributed in 34 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $1.54B, Amazon Com Inc with a value of $1.44B, Aon PLC with a value of $1.04B, Unitedhealth Group Inc with a value of $1.03B, and Microsoft Corp with a value of $959M.

Examining the 13F form we can see an increase of $284M in the current position value, from $11.7B to 12B.

Below you can find more details about Veritas Asset Management LLP portfolio as well as his latest detailed transactions.

Portfolio value $12 Billion
Healthcare: $3.68 Billion
Financial Services: $2.5 Billion
Communication Services: $2.23 Billion
Technology: $1.71 Billion
Consumer Cyclical: $1.48 Billion
Industrials: $383 Million
Consumer Defensive: $14.3 Million
Basic Materials: $9.72 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.03T
$1.54 Billion 12.85% of portfolio
9,300,950
Q3 2024 Reduced 1.87%
$2.06T
$1.44 Billion 12.02% of portfolio
7,742,823
Q3 2024 Added 8.85%
$78.5B
$1.04 Billion 8.68% of portfolio
3,010,557
Q3 2024 Added 41.55%
$554B
$1.03 Billion 8.57% of portfolio
1,759,015
Q3 2024 Reduced 1.75%
$3.09T
$959 Million 7.99% of portfolio
2,230,108
Q3 2024 Added 26.73%
$325B
$734 Million 6.11% of portfolio
2,680,957
Q3 2024 New
$498B
$714 Million 5.95% of portfolio
1,446,272
Q3 2024 Reduced 1.27%
$201B
$699 Million 5.83% of portfolio
1,130,476
Q3 2024 Reduced 1.57%
$86.9B
$679 Million 5.65% of portfolio
4,224,195
Q3 2024 Reduced 19.88%
$62.6B
$650 Million 5.42% of portfolio
2,006,085
Q3 2024 Reduced 9.26%
$96.2B
$571 Million 4.76% of portfolio
1,097,778
Q3 2024 Reduced 3.45%
$64.2B
$553 Million 4.61% of portfolio
2,295,205
Q3 2024 Added 9.0%
$82B
$449 Million 3.74% of portfolio
2,297,522
Q3 2024 Reduced 0.84%
$124B
$373 Million 3.11% of portfolio
1,347,058
Q3 2024 Reduced 3.25%
$7.89B
$364 Million 3.03% of portfolio
1,086,479
Q3 2024 Reduced 3.75%
$13.1B
$39.5 Million 0.33% of portfolio
413,459
Q3 2024 New
$18.8B
$25.2 Million 0.21% of portfolio
2,087,245
Q3 2024 New
$116B
$16.3 Million 0.14% of portfolio
181,007
Q4 2023 Added 32.34%
$103B
$12.8 Million 0.11% of portfolio
429,919
Q2 2024 Added 243.94%
$199B
$12.3 Million 0.1% of portfolio
101,545
Q3 2024 Reduced 10.42%
$115B
$9.75 Million 0.08% of portfolio
155,817
Q1 2024 Reduced 8.22%
$3.92B
$10 Million 0.08% of portfolio
116,681
Q3 2023 New
$21.8B
$9.72 Million 0.08% of portfolio
78,269
Q3 2024 Reduced 13.55%
$39.9B
$8.9 Million 0.07% of portfolio
115,295
Q3 2023 New
$1.25T
$8.65 Million 0.07% of portfolio
15,109
Q3 2024 Reduced 40.01%
$90.3B
$4.33 Million 0.04% of portfolio
194,488
Q3 2024 Reduced 53.69%
$56.1B
$5.15 Million 0.04% of portfolio
55,069
Q3 2024 New
$144B
$3.47 Million 0.03% of portfolio
25,715
Q3 2024 New
$965B
$3 Million 0.03% of portfolio
17,302
Q3 2024 Reduced 30.88%
$9.5B
$1.97 Million 0.02% of portfolio
26,038
Q3 2024 Added 22.3%
$38.2B
$939,000 0.01% of portfolio
15,807
Q3 2024 New
Canadian Pacific Kansas City
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 0.71%
Cooper Cos Inc
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 1.58%

Summary

  • Portfolio
  • No. of Stocks 34
  • Current Value $12 Billion
  • Prior Value $11.7 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 29, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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