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VERITAS ASSET MANAGEMENT LLP

AUM: $24.49 B

13-F Portfolio Value: $5.56 B

Last 13-F Filed: Q2 2026

Concentration in top 10: 77.27%

Stock	Company	Change in Shares	% Change	Source
CHTR	CHARTER COMMUNICATIONS INC	-1,113,053	Exited	13F
MSM	MSC INDL DIRECT INC	-75,386	Exited	13F
PDD	PDD HOLDINGS INC	-10,020	Exited	13F
ZTS	ZOETIS INC	-1,252,898	Exited	13F