Veritas Asset Management LLP
Top Portfolio Positions
21 positions ·
$5,903,025,852 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
2,619,324 | $545,526,609 | 9.24% |
| CP |
Canadian Pacific Kansas City Ltd/Cn
Industrials
|
6,854,361 | $539,164,036 | 9.13% |
| MA |
Mastercard Inc
Financial Services
|
1,063,314 | $531,295,473 | 9.00% |
| UNH |
Unitedhealth Group Inc
Healthcare
|
1,882,071 | $509,269,591 | 8.63% |
| AON |
Aon plc
Financial Services
|
1,520,277 | $490,715,010 | 8.31% |
| MSFT |
Microsoft Corp
Technology
|
1,298,635 | $480,715,717 | 8.14% |
| CRM |
Salesforce, Inc.
Technology
|
2,253,886 | $420,732,899 | 7.13% |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
845,995 | $415,831,922 | 7.04% |
| WAT |
Waters Corp /De/
Healthcare
|
1,200,813 | $357,602,111 | 6.06% |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
2,147,051 | $337,688,181 | 5.72% |
Portfolio Trend
Holdings in MSM
Shares Held
Position Value (USD)
24 of 24 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,955,866 | 75,386 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $7,950,729 | 94,539 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,710,823 | 94,539 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $8,037,705 | 94,539 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $9,062,613 | 116,681 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,714,903 | 116,681 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $10,041,566 | 116,681 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $9,253,970 | 116,681 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $11,322,724 | 116,681 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $11,815,118 | 116,681 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $11,452,240 | 116,681 | Shares | Sole | 2023-10-20 | |
| 2023-03-31 | $10,259,424 | 122,136 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $13,392,509 | 163,923 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $15,811,492 | 217,161 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $17,384,735 | 231,457 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $24,676,816 | 289,600 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $21,821,976 | 259,600 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $22,381,029 | 279,100 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $25,043,643 | 279,100 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $26,254,309 | 291,100 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $27,907,773 | 330,700 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $20,198,976 | 319,200 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $19,920,816 | 273,600 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $21,009,534 | 382,200 | Shares | Sole | 2020-05-07 | |
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