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Veritas Asset Management LLP

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13F filer, CIK 1541448, London, United Kingdom

Veritas Asset Management LLP reported $5,903,025,860 across 21 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-14. Its ten largest share positions make up 78.41% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-001833

Period
2026-03-31
Reported value
$5.9B
Holdings
21
Top 10 weight
78.41%
New
0
Sold out
6

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MAadded+275,464$138M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
GOOGLexited-1,836,779-$575M
AMZNreduced-1,756,521-$366M
MSFTreduced-787,359-$291M
CPreduced-2,490,088-$196M
UNHreduced-650,560-$176M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001172661-26-001833, largest first. % of portfolio is the value over $5,903,025,860, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,742,823 shares; 2024Q4: 5,257,561 shares; 2025Q1: 5,002,919 shares; 2025Q2: 4,790,137 shares; 2025Q3: 4,587,764 shares; 2025Q4: 4,375,845 shares; 2026Q1: 2,619,324 shares 2,619,324$546M9.24%-1,756,521Timeline
CPCANADIAN PACIFIC KANSAS CITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,208,139 shares; 2024Q4: 11,189,446 shares; 2025Q1: 10,638,175 shares; 2025Q2: 10,010,259 shares; 2025Q3: 9,717,646 shares; 2025Q4: 9,344,449 shares; 2026Q1: 6,854,361 shares 6,854,361$539M9.13%-2,490,088Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,446,272 shares; 2024Q4: 867,937 shares; 2025Q1: 736,921 shares; 2025Q2: 695,212 shares; 2025Q3: 664,248 shares; 2025Q4: 787,850 shares; 2026Q1: 1,063,314 shares 1,063,314$531M9%+275,464Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,759,015 shares; 2024Q4: 1,547,220 shares; 2025Q1: 1,579,007 shares; 2025Q2: 3,107,991 shares; 2025Q3: 2,652,995 shares; 2025Q4: 2,532,631 shares; 2026Q1: 1,882,071 shares 1,882,071$509M8.63%-650,560Timeline
AONAON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,010,557 shares; 2024Q4: 2,220,648 shares; 2025Q1: 1,839,697 shares; 2025Q2: 1,720,988 shares; 2025Q3: 2,053,673 shares; 2025Q4: 1,992,453 shares; 2026Q1: 1,520,277 shares 1,520,277$491M8.31%-472,176Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,230,108 shares; 2024Q4: 2,010,982 shares; 2025Q1: 2,902,821 shares; 2025Q2: 3,009,598 shares; 2025Q3: 2,181,829 shares; 2025Q4: 2,085,994 shares; 2026Q1: 1,298,635 shares 1,298,635$481M8.14%-787,359Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,680,957 shares; 2024Q4: 2,432,713 shares; 2025Q1: 2,140,639 shares; 2025Q2: 2,063,844 shares; 2025Q3: 3,039,568 shares; 2025Q4: 2,965,053 shares; 2026Q1: 2,253,886 shares 2,253,886$421M7.13%-711,167Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,130,476 shares; 2024Q4: 1,027,159 shares; 2025Q1: 1,333,052 shares; 2025Q2: 1,263,447 shares; 2025Q3: 1,218,105 shares; 2025Q4: 1,133,869 shares; 2026Q1: 845,995 shares 845,995$416M7.04%-287,874Timeline
WATWATERS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 584,770 shares; 2025Q4: 1,241,206 shares; 2026Q1: 1,200,813 shares 1,200,813$358M6.06%-40,393Timeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,224,195 shares; 2024Q4: 3,750,592 shares; 2025Q1: 2,897,949 shares; 2025Q2: 2,160,038 shares; 2025Q3: 2,054,294 shares; 2025Q4: 2,867,517 shares; 2026Q1: 2,147,051 shares 2,147,051$338M5.72%-720,466Timeline
BDXBECTON DICKINSON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,295,205 shares; 2024Q4: 2,057,554 shares; 2025Q1: 1,927,090 shares; 2025Q2: 2,102,044 shares; 2025Q3: 2,954,898 shares; 2025Q4: 2,874,579 shares; 2026Q1: 2,022,830 shares 2,022,830$318M5.39%-851,749Timeline
CHTRCHARTER COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,006,085 shares; 2024Q4: 1,800,378 shares; 2025Q1: 1,675,255 shares; 2025Q2: 1,590,422 shares; 2025Q3: 1,544,527 shares; 2025Q4: 1,521,130 shares; 2026Q1: 1,113,053 shares 1,113,053$240M4.07%-408,077Timeline
HHYATT HOTELS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 204,801 shares; 2025Q4: 1,900,417 shares; 2026Q1: 1,336,247 shares 1,336,247$192M3.25%-564,170Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,097,778 shares; 2024Q4: 986,738 shares; 2025Q1: 952,903 shares; 2025Q2: 913,358 shares; 2025Q3: 902,900 shares; 2025Q4: 873,993 shares; 2026Q1: 635,371 shares 635,371$186M3.15%-238,622Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 141,842 shares; 2026Q1: 133,974 shares 133,974$155M2.63%-7,868Timeline
ZTSZOETIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,297,522 shares; 2024Q4: 1,972,680 shares; 2025Q1: 1,873,922 shares; 2025Q2: 1,825,949 shares; 2025Q3: 1,786,297 shares; 2025Q4: 1,762,032 shares; 2026Q1: 1,252,898 shares 1,252,898$148M2.51%-509,134Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181,007 shares; 2024Q4: 181,007 shares; 2025Q1: 181,007 shares; 2025Q2: 181,007 shares; 2025Q3: 181,007 shares; 2025Q4: 181,007 shares; 2026Q1: 162,708 shares 162,708$14.1M0.24%-18,299Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,545 shares; 2024Q4: 101,545 shares; 2025Q1: 86,784 shares; 2025Q2: 72,383 shares; 2025Q3: 67,036 shares; 2025Q4: 67,036 shares; 2026Q1: 67,036 shares 67,036$11.1M0.19%0Timeline
MSMMSC INDL DIRECT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,681 shares; 2024Q4: 116,681 shares; 2025Q1: 116,681 shares; 2025Q2: 94,539 shares; 2025Q3: 94,539 shares; 2025Q4: 94,539 shares; 2026Q1: 75,386 shares 75,386$6.96M0.12%-19,153Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,302 shares; 2024Q4: 9,960 shares; 2025Q1: 9,960 shares; 2025Q2: 9,960 shares; 2025Q3: 9,960 shares; 2025Q4: 5,429 shares; 2026Q1: 4,342 shares 4,342$1.47M0.02%-1,087Timeline
PDDPDD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,715 shares; 2024Q4: 23,791 shares; 2025Q1: 22,506 shares; 2025Q2: 22,506 shares; 2025Q3: 22,506 shares; 2025Q4: 22,506 shares; 2026Q1: 10,020 shares 10,020$1.02M0.02%-12,486Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
GOOGLALPHABET INC1,836,779$575Mshares
BIOBIO RAD LABS INC543,335$165Mshares
HDBHDFC BANK LTD224,364$8.2Mshares
CTSHCOGNIZANT TECHNOLOGY SOLUTIO78,090$6.48Mshares
NTESNETEASE COM INC32,957$4.54Mshares
SESEA LTD22,860$2.92Mshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-26-001833 base2026-05-14acceptance time not in the bulk data set