Veritas Asset Management LLP
An institutional investment manager in London. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 4, 2026. SEC CIK 1541448.
- Reported value$5.56bn
- Positions21
Holdings: 21 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Amazon Com IncAMZN | COM | 023135106 | 543 | 9.8% | 2,280,144 | Reduced−339,180 | |
| Mastercard IncorporatedMA | CL A | 57636Q104 | 511 | 9.2% | 995,345 | Reduced−67,969 | |
| Canadian Pacific Kansas CityCP | COM | 13646K108 | 496 | 8.9% | 5,727,867 | Reduced−1,126,494 | |
| AON plc | SHS CL A | G0403H108 | 467 | 8.4% | 1,408,111 | Reduced−112,166 | |
| Unitedhealth Group IncUNH | COM | 91324P102 | 448 | 8.1% | 1,078,201 | Reduced−803,870 | |
| Thermo Fisher Scientific IncTMO | COM | 883556102 | 443 | 8.0% | 882,873 | Added+36,878 | |
| Microsoft CorpMSFT | COM | 594918104 | 422 | 7.6% | 1,131,674 | Reduced−166,961 | |
| S&P Global IncSPGI | COM | 78409V104 | 338 | 6.1% | 830,609 | New+830,609 | |
| Waters CorpWAT | COM | 941848103 | 319 | 5.7% | 851,624 | Reduced−349,189 | |
| Vulcan Matls CoVMC | COM | 929160109 | 307 | 5.5% | 1,039,426 | New+1,039,426 | |
| Hyatt Hotels CorpH | COM CL A | 448579102 | 257 | 4.6% | 1,326,362 | Reduced−9,885 | |
| Intercontinental Exchange inICE | COM | 45866F104 | 244 | 4.4% | 1,983,591 | Reduced−163,460 | |
| Becton Dickinson & CoBDX | COM | 075887109 | 211 | 3.8% | 1,393,329 | Reduced−629,501 | |
| Transdigm Group IncTDG | COM | 893641100 | 184 | 3.3% | 137,969 | Added+3,995 | |
| Stryker CorporationSYK | COM | 863667101 | 168 | 3.0% | 533,784 | New+533,784 | |
| Elevance Health Inc FormerlyELV | COM | 036752103 | 166 | 3.0% | 428,672 | Reduced−206,699 | |
| Philip Morris International IncPM | COM | 718172109 | 9.3 | 0.2% | 51,387 | Reduced−15,649 | |
| Salesforce IncCRM | COM | 79466L302 | 8.1 | 0.1% | 51,741 | Reduced−2,202,145 | |
| Otis Worldwide CorpOTIS | COM | 68902V107 | 7.6 | 0.1% | 105,652 | New+105,652 | |
| Medtronic plc | SHS | G5960L103 | 7.6 | 0.1% | 96,690 | Reduced−66,018 | |
| Taiwan Semiconductor ManufacTSM | SPONSORED ADS | 874039100 | 1.8 | <0.1% | 3,823 | Reduced−519 |
Sold out: 4 positions
Held at the end of the quarter before and not reported this quarter.
| Issuer | Class | CUSIP | Reported value$ | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Charter Communications IncCHTR | CL A | 16119P108 | 0.0 | 0.0% | 0 | Sold out−1,113,053 | |
| MSC Indl Direct IncMSM | CL A | 553530106 | 0.0 | 0.0% | 0 | Sold out−75,386 | |
| PDD Holdings IncPDD | SPONSORED ADS | 722304102 | 0.0 | 0.0% | 0 | Sold out−10,020 | |
| Zoetis IncZTS | CL A | 98978V103 | 0.0 | 0.0% | 0 | Sold out−1,252,898 |
Source: SEC EDGAR, Form 13F-HR, accession 0001172661-26-003051 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.