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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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