Nicola Smith
Veritas Asset Management Llp
Assets Managed
$5.903B
Holdings
21
Last Quarter
2026 - Q1
Filed Date
7d ago
Growth Rate
-39.59%(2Q avg: -17.59%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Veritas Asset Management Llp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 21 positions.
Assets under management
The assets under management (AUM) of Veritas Asset Management Llp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 5.903B in assets, with a quarterly growth rate of -39.59% and a 2-quarter average growth rate of -17.59%. The portfolio is managed by Nicola Smith, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
AMZN Amazon.com Inc
| 9.25% | $545.527M 2.619M shares@ $208.27 avg price | Decreased -40.14% |
CP Canadian Pacific Kansas City
| 9.14% | $539.164M 6.854M shares@ $78.66 avg price | Decreased -26.64% |
MA Mastercard Inc - A
| 9.01% | $531.295M 1.063M shares@ $499.66 avg price | Increased 34.97% |
UNH Unitedhealth Group Inc
| 8.63% | $509.27M 1.882M shares@ $270.6 avg price | Decreased -25.68% |
AON Aon Plc-class A
| 8.32% | $490.715M 1.52M shares@ $322.78 avg price | Decreased -23.69% |
MSFT Microsoft Corp
| 8.15% | $480.716M 1.299M shares@ $370.18 avg price | Decreased -37.74% |
CRM Salesforce Inc
| 7.13% | $420.733M 2.254M shares@ $186.68 avg price | Decreased -23.98% |
TMO Thermo Fisher Scientific Inc
| 7.05% | $415.832M 845,995 shares@ $491.53 avg price | Decreased -25.38% |
WAT Waters Corp
| 6.06% | $357.602M 1.201M shares@ $297.8 avg price | Decreased -3.25% |
ICE Intercontinental Exchange In
| 5.73% | $337.688M 2.147M shares@ $157.28 avg price | Decreased -25.12% |
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