Holdings of Veritas Asset Management LLP
18 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 85.6 % of the equity sleeve
Sector breakdown
- Health care 39.8 %
- Technology 18.6 %
- Financials 17.9 %
- Consumer discretionary 11.2 %
- Communication 4.9 %
- Consumer staples 0.2 %
- Unattributed 7.3 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 99.9 %
- TW 0.0 %
- KY 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 16 | 4.9B $ | 99.95 % |
| 2 | TW | 1 | 1.5M $ | 0.03 % |
| 3 | KY | 1 | 1M $ | 0.02 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Amazon.com Inc | 2,619,324 | 545.5M $ | |
| 2 | Mastercard Inc | 1,063,314 | 531.3M $ | |
| 3 | UnitedHealth Group Inc | 1,882,071 | 509.3M $ | |
| 4 | Microsoft Corp | 1,298,635 | 480.7M $ | |
| 5 | Salesforce Inc | 2,253,886 | 420.7M $ | |
| 6 | Thermo Fisher Scientific Inc | 845,995 | 415.8M $ | |
| 7 | Waters Corp | 1,200,813 | 357.6M $ | |
| 8 | Intercontinental Exchange Inc | 2,147,051 | 337.7M $ | |
| 9 | Becton Dickinson & Co | 2,022,830 | 318M $ | |
| 10 | Charter Communications, Inc. | 1,113,053 | 240.3M $ | |
| 11 | Hyatt Hotels Corp | 1,336,247 | 192.1M $ | |
| 12 | Elevance Health Inc | 635,371 | 186M $ | |
| 13 | TransDigm Group Inc | 133,974 | 155.3M $ | |
| 14 | Zoetis Inc | 1,252,898 | 148.1M $ | |
| 15 | Philip Morris International Inc. | 67,036 | 11.1M $ | |
| 16 | MSC Industrial Direct Co Inc | 75,386 | 7M $ | |
| 17 | Taiwan Semiconductor Manufacturing Co Ltd | 4,342 | 1.5M $ | |
| 18 | PDD Holdings Inc | 10,020 | 1M $ |