Veritas Asset Management LLP
Annual return '25
+14.3%
SPY '25
+17.7%
Alpha
-3.5ptsvs SPY
Invested
$5.9B
Holdings
23
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AMZN
AMAZON COM INC
Q3 2025: Sold 4.2% (4.79M → 4.59M shares)
9.2%
02
$CP
CANADIAN PACIFIC KANSAS CITY
Q3 2025: Sold 2.9% (10.01M → 9.72M shares)
9.1%
03
$MA
MASTERCARD INCORPORATED
Q3 2025: Sold 4.5% (695.2k → 664.2k shares)
9.0%
04
$UNH
UNITEDHEALTH GROUP INC
Q3 2025: Sold 14.6% (3.11M → 2.65M shares)
8.6%
05
$AON
AON PLC
Q3 2025: Increased +19.3% (1.72M → 2.05M shares)
8.3%
06
$MSFT
MICROSOFT CORP
Q3 2025: Sold 27.5% (3.01M → 2.18M shares)
8.1%
07
$CRM
SALESFORCE INC
Q3 2025: Increased +47.3% (2.06M → 3.04M shares)
7.1%
08
$TMO
THERMO FISHER SCIENTIFIC INC
Q3 2025: Sold 3.6% (1.26M → 1.22M shares)
7.0%
09
$WAT
WATERS CORP
Q3 2025: New position (584.8k shares)
6.1%
10
$ICE
INTERCONTINENTAL EXCHANGE IN
Q3 2025: Sold 4.9% (2.16M → 2.05M shares)
5.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:20 UTC.