Veritas Asset Management LLP just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 12-31-2024 report period. You can see the full portfolio on Quiver Quantitative, and track moves made by other funds.
Per our estimates, the largest stock moves were:
- A decrease of -3,140,645 shares of $GOOGL (~$594,524,098). This was a decrease of ~34% from their previous position.
- A decrease of -2,485,262 shares of $AMZN (~$545,241,630). This was a decrease of ~32% from their previous position.
- A decrease of -1,320,267 shares of $ADP (~$386,481,759). This was a decrease of ~98% from their previous position.
- A decrease of -578,335 shares of $MA (~$304,533,861). This was a decrease of ~40% from their previous position.
- A decrease of -789,909 shares of $AON (~$283,703,716). This was a decrease of ~26% from their previous position.
- An addition of 2,508,436 shares of $SCHW (~$185,649,348). This was an increase of ~inf% over their previous position.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's fund page for Veritas Asset Management LLP for more details.
