Veritas Asset Management LLP Portfolio Holdings

Veritas Asset Management LLP

  • $8.64 Billion
  • Q3 2025

Veritas Asset Management LLP has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $8.64 Billion distributed in 30 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $1.13B, Amazon Com Inc with a value of $1.01B, Unitedhealth Group Inc with a value of $916M, Aon PLC with a value of $732M, and Salesforce, Inc. with a value of $720M.

Examining the 13F form we can see an decrease of $555M in the current position value, from $9.19B to 8.64B.

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

Portfolio value $8.64 Billion
Healthcare: $3.04 Billion
Technology: $1.86 Billion
Financial Services: $1.68 Billion
Consumer Cyclical: $1.05 Billion
Communication Services: $987 Million
Consumer Defensive: $11.3 Million
Industrials: $8.71 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$1.13 Billion 13.08% of portfolio
2,181,829
Q3 2025 Reduced 27.5%
$2.39T
$1.01 Billion 11.66% of portfolio
4,587,764
Q3 2025 Reduced 4.22%
$300B
$916 Million 10.61% of portfolio
2,652,995
Q3 2025 Reduced 14.64%
$72.4B
$732 Million 8.48% of portfolio
2,053,673
Q3 2025 Added 19.33%
$237B
$720 Million 8.34% of portfolio
3,039,568
Q3 2025 Added 47.28%
$222B
$591 Million 6.84% of portfolio
1,218,105
Q3 2025 Reduced 3.59%
$1.65T
$555 Million 6.43% of portfolio
2,284,192
Q3 2025 Reduced 51.89%
$54.5B
$553 Million 6.4% of portfolio
2,954,898
Q3 2025 Added 40.57%
$32.4B
$425 Million 4.92% of portfolio
1,544,527
Q3 2025 Reduced 2.89%
$512B
$378 Million 4.37% of portfolio
664,248
Q3 2025 Reduced 4.45%
$84.9B
$346 Million 4.01% of portfolio
2,054,294
Q3 2025 Reduced 4.9%
$78.2B
$292 Million 3.38% of portfolio
902,900
Q3 2025 Reduced 1.15%
$55.6B
$261 Million 3.03% of portfolio
1,786,297
Q3 2025 Reduced 2.17%
$7.71B
$237 Million 2.74% of portfolio
844,039
Q3 2025 Reduced 2.21%
$22.7B
$175 Million 2.03% of portfolio
584,770
Q3 2025 New
$167B
$142 Million 1.65% of portfolio
1,488,189
Q3 2025 Reduced 33.06%
$7.63B
$29.1 Million 0.34% of portfolio
204,801
Q3 2025 New
$128B
$17.2 Million 0.2% of portfolio
181,007
Q4 2023 Added 32.34%
$237B
$10.9 Million 0.13% of portfolio
67,036
Q3 2025 Reduced 7.39%
$4.09B
$8.71 Million 0.1% of portfolio
94,539
Q2 2025 Reduced 18.98%
$72.9B
$8.86 Million 0.1% of portfolio
34,159
Q3 2025 Reduced 94.73%
$68.4B
$7.66 Million 0.09% of portfolio
224,364
Q3 2025 Added 65.0%
$92B
$6.61 Million 0.08% of portfolio
43,463
Q3 2025 Reduced 21.08%
$37.6B
$5.24 Million 0.06% of portfolio
78,090
Q3 2025 Reduced 32.27%
$1.46T
$2.78 Million 0.03% of portfolio
9,960
Q4 2024 Reduced 42.43%
$163B
$2.97 Million 0.03% of portfolio
22,506
Q1 2025 Reduced 5.4%
$13.7B
$1.44 Million 0.02% of portfolio
111,136
Q2 2025 Added 12.25%
$7.27B
$456,000 0.01% of portfolio
40,746
Q1 2025 Reduced 5.41%
Canadian Pacific Kansas City
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 2.92%

Summary

  • Portfolio
  • No. of Stocks 30
  • Current Value $8.64 Billion
  • Prior Value $9.19 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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