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 | Open |
|---|---|---|---|---|---|
| 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
25 quarters · across all stocks
Holdings in NTES
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $4,535,542 | 32,957 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,605,941 | 43,463 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $7,411,186 | 55,069 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $5,667,701 | 55,069 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,912,705 | 55,069 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $5,149,502 | 55,069 | Shares | Sole | 2024-10-29 | |
| No 13F history on record for this holder in this stock. | ||||||