Portfolio (Quarterly) Guide ↗

Veritas Asset Management LLP

· CIK 0001541448

13F Portfolio $5.9B AUM 21 positions Filed May 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 1 Added 19 Reduced 6 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	GOOGL	ALPHABET INC	Communication Services	1,836,779	$574.9M	5.88%	SOLD
2	BIO	BIO RAD LABS INC	Healthcare	543,335	$164.6M	1.69%	SOLD
3	HDB	HDFC BANK LTD	Financial Services	224,364	$8.2M	0.08%	SOLD
4	CTSH	COGNIZANT TECHNOLOGY SOLUTIO	Technology	78,090	$6.5M	0.07%	SOLD
5	NTES	NETEASE INC	Technology	32,957	$4.5M	0.05%	SOLD
6	SE	SEA LTD	Consumer Cyclical	22,860	$2.9M	0.03%	SOLD

Sector Allocation

Healthcare 36.3%

Financial Services 25.3%

Technology 16.8%

Consumer Cyclical 13.8%

Communication Services 4.5%

Industrials 3.0%

Consumer Defensive 0.2%