VERITAS ASSET MANAGEMENT LLP

AUM: $23.49 B
13-F Portfolio Value: $13.89 B
Last 13-F Filed: Q4 2023
Concentration in top 10: 70.41%
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Stock Company % Portfolio Shares Held Market Value Change in Shares % Change Quarter End Price Source
GOOGLALPHABET INC8.97%8,918,563$1,245,834,065-283,118-3.08%$139.6913F
MAMASTERCARD INCORPORATED8.71%2,837,885$1,210,386,331-104,988-3.57%$426.5113F
AMZNAMAZON COM INC8.07%7,375,063$1,120,567,072-147,486-1.96%$151.9413F
CPCANADIAN PACIFIC KANSAS CITY7.65%13,434,704$1,062,147,698243,2101.84%$79.0613F
ICEINTERCONTINENTAL EXCHANGE IN7.13%7,707,734$989,904,278-211,374-2.67%$128.4313F
FIFISERV INC6.68%6,980,563$927,297,989356,0505.37%$132.8413F
TMOTHERMO FISHER SCIENTIFIC INC6.47%1,692,148$898,175,237697,38370.11%$530.7913F
COOCOOPER COS INC6.1%2,237,811$846,877,195-17,445-0.77%$378.4413F
UNHUNITEDHEALTH GROUP INC5.73%1,511,493$795,755,720-255,088-14.44%$526.4713F
CHTRCHARTER COMMUNICATIONS INC N4.9%1,752,235$681,058,700-490,623-21.87%$388.6813F
MSFTMICROSOFT CORP4.83%1,783,750$670,761,350-191,936-9.71%$376.0413F
MCOMOODYS CORP4.48%1,591,921$621,740,666-639,750-28.67%$390.5613F
ELVELEVANCE HEALTH INC3.98%1,171,925$552,632,953-29,864-2.48%$471.5613F
BDXBECTON DICKINSON & CO3.83%2,183,266$532,345,749255,91413.28%$243.8313F
EFXEQUIFAX INC2.54%1,424,729$352,321,234-364,146-20.36%$247.2913F
BIOBIO RAD LABS INC2.52%1,082,895$349,655,967-30,648-2.75%$322.8913F
ADPAUTOMATIC DATA PROCESSING IN2.36%1,408,765$328,199,982-41,093-2.83%$232.9713F
CTLTCATALENT INC2.09%6,467,989$290,606,746-171,783-2.59%$44.9313F
ILMNILLUMINA INC1.46%1,452,077$202,187,201-37,789-2.54%$139.2413F
YUMCYUM CHINA HLDGS INC0.67%2,199,338$93,317,911509,33830.14%$42.4313F
MDTMEDTRONIC PLC0.11%181,007$14,911,35744,23632.34%$82.3813F
METAMETA PLATFORMS INC0.1%38,557$13,647,636-4,743-10.95%$353.9613F
MSMMSC INDL DIRECT INC0.09%116,681$11,815,118No Change$101.2613F
FNVFRANCO NEV CORP0.08%104,118$11,537,316No Change$110.8113F
HDBHDFC BANK LTD0.08%169,772$11,393,39928,00019.75%$67.1113F
PMPHILIP MORRIS INTL INC0.08%113,358$10,664,721No Change$94.0813F
TSMTAIWAN SEMICONDUCTOR MFG LTD0.08%112,034$11,651,536-112,837-50.18%$10413F
CTSHCOGNIZANT TECHNOLOGY SOLUTIO0.06%115,295$8,708,231No Change$75.5313F
INFYINFOSYS LTD0.06%420,000$7,719,600No Change$18.3813F
CSCOCISCO SYS INC0.04%123,560$6,242,251-38,414-23.72%$50.5213F
IBNICICI BANK LIMITED0.04%250,000$5,960,000No Change$23.8413F
KOCOCA COLA CO0.02%46,387$2,733,586No Change$58.9313F
PDDPDD HOLDINGS INC0.02%22,377$3,273,979-29,673-57.01%$146.3113F
CPNGCOUPANG INC-1,350,000Exited13F
HTHTH WORLD GROUP LTD-2,145,540Exited13F