Veritas Asset Management LLP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MASTERCARD INCORPORATED(MA) | 787,850 | 1,063,314 | +275,464 | 449,767,808 | 531,295,473 | 9.00% | +81,527,665 |
| PHILIP MORRIS INTL INC(PM) | 67,036 | 67,036 | 0 | 10,752,574 | 11,083,732 | 0.19% | +331,158 |
| TAIWAN SEMICONDUCTOR MANUFAC(TSM) | 5,429 | 4,342 | -1,087 | 1,649,819 | 1,467,379 | 0.02% | -182,440 |
| MSC INDL DIRECT INC(MSM) | 94,539 | 75,386 | -19,153 | 7,950,730 | 6,955,866 | 0.12% | -994,864 |
| PDD HOLDINGS INC(PDD) | 22,506 | 10,020 | -12,486 | 2,551,955 | 1,023,844 | 0.02% | -1,528,111 |
| SEA LTD(SE) | 22,860 | 0 | -22,860 | 2,916,250 | 0 | — | -2,916,250 |
| MEDTRONIC PLC(MDT) | 181,007 | 162,708 | -18,299 | 17,387,532 | 14,098,648 | 0.24% | -3,288,884 |
| NETEASE INC(NTES) | 32,957 | 0 | -32,957 | 4,535,542 | 0 | — | -4,535,542 |
| COGNIZANT TECHNOLOGY SOLUTIO(CTSH) | 78,090 | 0 | -78,090 | 6,481,470 | 0 | — | -6,481,470 |
| HDFC BANK LTD(HDB) | 224,364 | 0 | -224,364 | 8,198,261 | 0 | — | -8,198,261 |
| TRANSDIGM GROUP INC(TDG) | 141,842 | 133,974 | -7,868 | 188,628,584 | 155,270,507 | 2.63% | -33,358,077 |
| ZOETIS INC(ZTS) | 1,762,032 | 1,252,898 | -509,134 | 221,698,866 | 148,105,073 | 2.51% | -73,593,793 |
| CHARTER COMMUNICATIONS INC(CHTR) | 1,521,130 | 1,113,053 | -408,077 | 317,535,888 | 240,285,882 | 4.07% | -77,250,006 |
| HYATT HOTELS CORP(H) | 1,900,417 | 1,336,247 | -564,170 | 304,674,853 | 192,138,956 | 3.25% | -112,535,897 |
| WATERS CORP(WAT) | 1,241,206 | 1,200,813 | -40,393 | 471,447,275 | 357,602,111 | 6.06% | -113,845,164 |
| ELEVANCE HEALTH INC FORMERLY(ELV) | 873,993 | 635,371 | -238,622 | 306,378,246 | 186,004,860 | 3.15% | -120,373,386 |
| INTERCONTINENTAL EXCHANGE IN(ICE) | 2,867,517 | 2,147,051 | -720,466 | 464,423,053 | 337,688,181 | 5.72% | -126,734,872 |
| CANADIAN PACIFIC KANSAS CITY(CP) | 9,344,449 | 6,854,361 | -2,490,088 | 688,031,780 | 539,164,036 | 9.13% | -148,867,744 |
| BIO RAD LABS INC | 543,335 | 0 | -543,335 | 164,625,072 | 0 | — | -164,625,072 |
| AON PLC(AON) | 1,992,453 | 1,520,277 | -472,176 | 703,096,815 | 490,715,010 | 8.31% | -212,381,805 |
| BECTON DICKINSON & CO(BDX) | 2,874,579 | 2,022,830 | -851,749 | 557,869,547 | 318,049,561 | 5.39% | -239,819,986 |
| THERMO FISHER SCIENTIFIC INC(TMO) | 1,133,869 | 845,995 | -287,874 | 657,020,392 | 415,831,922 | 7.04% | -241,188,470 |
| UNITEDHEALTH GROUP INC(UNH) | 2,532,631 | 1,882,071 | -650,560 | 836,046,819 | 509,269,592 | 8.63% | -326,777,227 |
| SALESFORCE INC(CRM) | 2,965,053 | 2,253,886 | -711,167 | 785,472,190 | 420,732,900 | 7.13% | -364,739,290 |
| AMAZON COM INC(AMZN) | 4,375,845 | 2,619,324 | -1,756,521 | 1,010,032,543 | 545,526,609 | 9.24% | -464,505,934 |
| MICROSOFT CORP(MSFT) | 2,085,994 | 1,298,635 | -787,359 | 1,008,828,418 | 480,715,718 | 8.14% | -528,112,700 |
| ALPHABET INC(GOOG) | 1,836,779 | 0 | -1,836,779 | 574,911,827 | 0 | — | -574,911,827 |