Veritas Asset Management LLP

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 12, 2024
Value $
$13.2B
Signature - Title
Nicola Smith - Partner
Location
1 Smart's Place, London, United Kingdom
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 32 $13.2B +$944M -$1.53B -$588M GOOGL, AMZN, CP, UNH, FI 13F-HR 8/12/2024, 09:07 AM
Q1 2024 33 $13.8B +$1.04B -$2.16B -$1.12B GOOGL, AMZN, CP, FI, ICE 13F-HR 5/10/2024, 11:37 AM
Q4 2023 33 $13.9B +$526M -$1.05B -$525M GOOGL, MA, AMZN, CP, ICE 13F-HR 2/14/2024, 12:10 PM
Q3 2023 35 $13.3B +$180M -$966M -$786M GOOGL, MA, CHTR, CP, AMZN 13F-HR 10/20/2023, 01:59 PM
Q2 2023 1 $1.07B $0 $0 CP NEW HOLDINGS 8/22/2023, 12:11 PM
Q2 2023 38 $14.4B +$3.3B -$3.15B +$150M GOOGL, MA, CP, AMZN, MSFT 13F-HR 8/8/2023, 05:06 PM
Q1 2023 34 $13.5B +$930M -$955M -$24.6M MSFT, GOOGL, CPXXXX, CHTR, FI 13F-HR 5/10/2023, 11:51 AM
Q4 2022 32 $12.2B +$1.1B -$1.29B -$192M GOOGL, MSFT, MA, CPXXXX, CHTR 13F-HR 2/7/2023, 08:28 AM
Q3 2022 37 $12.1B +$2.01B -$792M +$1.21B GOOGL, CPXXXX, FI, MSFT, CHTR 13F-HR 11/10/2022, 02:38 PM
Q2 2022 38 $13.4B +$1.3B -$1.07B +$229M GOOGL, CHTR, CPXXXX, FI, CVS 13F-HR 8/3/2022, 09:46 AM
Q1 2022 35 $16.3B +$1B -$1.23B -$225M GOOGL, CVS, CHTR, CPXXXX, META 13F-HR 5/6/2022, 01:40 PM
Q4 2021 32 $17.8B +$1.34B -$1.98B -$644M GOOGL, CHTR, CVS, MSFT, CPXXXX 13F-HR 2/8/2022, 09:15 AM
Q3 2021 33 $17.4B +$1.39B -$1.85B -$465M GOOGL, CHTR, MSFT, CPXXXX, META 13F-HR 10/29/2021, 08:09 AM
Q2 2021 33 $17.8B +$1.35B -$1.86B -$503M GOOGL, CHTR, CPXXXX, MSFT, UNH 13F-HR 7/29/2021, 01:13 PM
Q1 2021 35 $18.3B +$1.52B -$713M +$804M GOOGL, CHTR, CPXXXX, FI, UNH 13F-HR 5/13/2021, 01:23 PM
Q4 2020 35 $16.8B +$1.92B -$979M +$936M GOOGL, CHTR, CPXXXX, FI, ICE 13F-HR 2/11/2021, 10:20 AM
Q3 2020 30 $14.4B +$2.03B -$2.74B -$713M CHTR, GOOGL, CPXXXX, MA, BAX 13F-HR 11/12/2020, 10:54 AM
Q2 2020 30 $13.7B +$1.09B -$1.87B -$786M CHTR, GOOGL, CPXXXX, META, BABA 13F-HR 8/11/2020, 12:43 PM
Q1 2020 32 $12.6B +$3.6B -$1.2B +$2.4B CHTR, GOOGL, META, CI, BAX 13F-HR 5/7/2020, 12:09 PM
Q4 2019 23 $11.7B +$1.32B -$1.19B +$130M CHTR, GOOGL, META, TMO, CPXXXX 13F-HR 2/5/2020, 08:20 AM
Q3 2019 25 $10.3B +$340M -$1.94B -$1.6B CHTR, GOOGL, META, TMO, BAX 13F-HR 10/31/2019, 03:53 PM
Q2 2019 24 $11.7B +$1.41B -$1.45B -$37.4M CHTR, GOOGL, META, MSFT, CI 13F-HR 8/8/2019, 01:57 PM
Q1 2019 24 $11.1B +$970M -$1.85B -$882M CHTR, TMO, GOOGL, CMCSA, CI 13F-HR 5/2/2019, 10:03 AM
Q4 2018 27 $10.8B +$2.32B -$2.09B +$231M CHTR, CI, CVS, CMCSA, TMO 13F-HR 2/12/2019, 10:30 AM
Q3 2018 27 $11.9B +$289M -$1.8B -$1.52B CHTR, CIXXXX, CVS, TMO, GOOGL 13F-HR 10/26/2018, 02:37 PM
Q2 2018 31 $12.2B +$1.07B -$1.61B -$543M CHTR, AXP, MSFT, CVS, CIXXXX 13F-HR 8/1/2018, 11:28 AM
Q1 2018 31 $12.4B +$1.2B -$1.02B +$185M CMCSA, AXP, CHTR, MSFT, TMO 13F-HR 5/2/2018, 12:30 PM
Q4 2017 29 $12.9B +$427M -$97.7M +$329M CMCSA, AXP, CHTR, MSFT, CVS 13F-HR 2/14/2018, 10:26 AM
Q3 2017 27 $12.2B +$741M -$1.71B -$969M CMCSA, AXP, CHTR, BIDU, MSFT 13F-HR 11/1/2017, 11:41 AM
Q2 2017 29 $12.8B +$2.44B -$1.43B +$1.01B CHTR, CMCSA, UNH, AXP, ORCL 13F-HR 8/8/2017, 12:56 PM
Q1 2017 28 $11.1B +$2.09B -$663M +$1.42B CHTR, CMCSA, UNH, TSM, AGN 13F-HR 5/11/2017, 01:52 PM
Q4 2016 28 $9.4B +$917M -$403M +$514M CHTR, CMCSA, UNH, GOOGL, TSM 13F-HR 2/10/2017, 11:41 AM
Q3 2016 31 $8.82B +$305M -$1.09B -$780M CHTR, CMCSA, TSM, GOOGL, UNH 13F-HR 11/7/2016, 11:59 AM
Q2 2016 32 $9.1B +$1.81B -$900M +$911M CMCSA, CHTR, UNH, TSM, MSFT 13F-HR 8/1/2016, 12:42 PM
Q1 2016 31 $7.99B +$737M -$982M -$245M CMCSA, TWC, UNH, MSFT, TSM 13F-HR 5/5/2016, 02:28 PM
Q4 2015 28 $7.96B +$411M -$477M -$66.6M CMCSA, TWC, MSFT, UNH, TSM 13F-HR 2/9/2016, 11:33 AM
Q3 2015 27 $7.44B +$1.79B -$735M +$1.06B MSFT, CMCSA, TWC, UNH, ORCL 13F-HR 11/6/2015, 11:12 AM
Q2 2015 28 $7.09B +$1.12B -$412M +$709M MSFT, UNH, CMCSA, BAX, ORCL 13F-HR 8/6/2015, 01:17 PM
Q1 2015 26 $6.35B +$1.15B -$1.21B -$54M MSFT, CMCSA, UNH, ORCL, BAX 13F-HR 5/7/2015, 05:08 PM
Q4 2014 26 $6.33B +$405M -$775M -$370M MSFT, CMCSA, ORCL, BAX, QCOM 13F-HR 1/21/2015, 06:56 PM
Q3 2014 26 $6.27B +$267M -$97.9M +$169M MSFT, LMT, UNH, CMCSA, QCOM 13F-HR 10/31/2014, 10:02 AM
Q2 2014 26 $5.92B +$975M -$617M +$358M MSFT, LMT, QCOM, UNH, CMCSA RESTATEMENT 7/31/2014, 02:51 PM
Q1 2014 30 $5.63B +$581M -$206M +$375M MSFT, LMT, QCOM, UNH, GOOGLXXXX 13F-HR 5/15/2014, 11:24 AM
Q4 2013 28 $4.95B $0 $0 MSFT, LMT, QCOM, UNH, GOOGLXXXX 13F-HR 2/4/2014, 10:08 AM