Veritas Asset Management LLP Portfolio Holdings

Veritas Asset Management LLP

  • $9.19 Billion
  • Q2 2025

Veritas Asset Management LLP has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $9.19 Billion distributed in 34 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $1.5B, Amazon Com Inc with a value of $1.05B, Unitedhealth Group Inc with a value of $970M, Alphabet Inc. with a value of $837M, and Charter Communications, Inc. with a value of $650M.

Examining the 13F form we can see an increase of $362M in the current position value, from $8.83B to 9.19B.

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

Portfolio value $9.19 Billion
Healthcare: $2.71 Billion
Technology: $2.07 Billion
Financial Services: $1.65 Billion
Communication Services: $1.49 Billion
Consumer Cyclical: $1.24 Billion
Consumer Defensive: $13.6 Million
Industrials: $8.04 Million
Real Estate: $859,000
Other: $0

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$1.5 Billion 16.29% of portfolio
3,009,598
Q2 2025 Added 3.68%
$2.26T
$1.05 Billion 11.43% of portfolio
4,790,137
Q2 2025 Reduced 4.25%
$245B
$970 Million 10.55% of portfolio
3,107,991
Q2 2025 Added 96.83%
$1.21T
$837 Million 9.1% of portfolio
4,747,543
Q2 2025 Reduced 3.95%
$42.3B
$650 Million 7.07% of portfolio
1,590,422
Q2 2025 Reduced 5.06%
$75.3B
$614 Million 6.68% of portfolio
1,720,988
Q2 2025 Reduced 6.45%
$232B
$563 Million 6.12% of portfolio
2,063,844
Q2 2025 Reduced 3.59%
$187B
$512 Million 5.57% of portfolio
1,263,447
Q2 2025 Reduced 5.22%
$102B
$396 Million 4.31% of portfolio
2,160,038
Q2 2025 Reduced 25.46%
$548B
$391 Million 4.25% of portfolio
695,212
Q2 2025 Reduced 5.66%
$55.6B
$362 Million 3.94% of portfolio
2,102,044
Q2 2025 Added 9.08%
$70.7B
$355 Million 3.87% of portfolio
913,358
Q2 2025 Reduced 4.15%
$70.1B
$285 Million 3.1% of portfolio
1,825,949
Q2 2025 Reduced 2.56%
$6.77B
$208 Million 2.27% of portfolio
863,141
Q2 2025 Reduced 5.47%
$179B
$203 Million 2.21% of portfolio
2,223,011
Q2 2025 Reduced 3.07%
$72.7B
$173 Million 1.88% of portfolio
648,191
Q2 2025 New
$44.8B
$15.4 Million 0.17% of portfolio
513,138
Q2 2025 New
$122B
$15.8 Million 0.17% of portfolio
181,007
Q4 2023 Added 32.34%
$261B
$13.2 Million 0.14% of portfolio
72,383
Q2 2025 Reduced 16.59%
$137B
$10.4 Million 0.11% of portfolio
135,976
Q2 2025 Reduced 9.91%
$35.6B
$9 Million 0.1% of portfolio
115,295
Q3 2023 New
$4.08B
$8.04 Million 0.09% of portfolio
94,539
Q2 2025 Reduced 18.98%
$86B
$7.41 Million 0.08% of portfolio
55,069
Q3 2024 New
$147B
$2.36 Million 0.03% of portfolio
22,506
Q1 2025 Reduced 5.4%
$1.27T
$2.26 Million 0.02% of portfolio
9,960
Q4 2024 Reduced 42.43%
$50.2B
$743,000 0.01% of portfolio
22,792
Q1 2025 Reduced 5.42%
$12.6B
$1.31 Million 0.01% of portfolio
111,136
Q2 2025 Added 12.25%
$23B
$859,000 0.01% of portfolio
48,473
Q2 2025 Added 72.56%
$113B
$518,000 0.01% of portfolio
15,424
Q1 2025 Reduced 96.41%
$7.38B
$416,000 0.0% of portfolio
40,746
Q1 2025 Reduced 5.41%
$1.15B
$347,000 0.0% of portfolio
50,306
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 34
  • Current Value $9.19 Billion
  • Prior Value $8.83 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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