Veritas Asset Management LLP Portfolio Holdings by Sector
Veritas Asset Management LLP
- $8.64 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Healthcare Plans | Healthcare
UNH ELV 2 stocks |
$1.21 Million
13.99% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1.13 Million
13.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN PDD 2 stocks |
$1.01 Million
11.7% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO WAT 2 stocks |
$766,124
8.87% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AON 1 stocks |
$732,298
8.48% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM YMM 2 stocks |
$721,818
8.36% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$555,287
6.43% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
BDX 1 stocks |
$553,068
6.4% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
CHTR 1 stocks |
$424,914
4.92% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA 1 stocks |
$377,830
4.37% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$346,107
4.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$261,370
3.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
BIO MDT 2 stocks |
$253,899
2.94% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SCHW FUTU 2 stocks |
$215,268
2.49% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
H HLT 2 stocks |
$37,929
0.44% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM 1 stocks |
$10,873
0.13% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
MSM 1 stocks |
$8,710
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
HDB 1 stocks |
$7,664
0.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
NTES 1 stocks |
$6,605
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
CTSH 1 stocks |
$5,237
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
TSM 1 stocks |
$2,781
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Education & Training Services | Consumer Defensive
TAL 1 stocks |
$456
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|