Veritas Asset Management LLP
Veritas Asset Management LLP reported 21 US-listed holdings worth $5.56 billion in its 13F for the quarter ended 30 June 2026, filed 4 August 2026. Its largest: Amazon.com Inc. (9.8%), Mastercard Inc. (9.2%) and Canadian Pacific Kansas City LT (8.9%). Against the quarter before, it opened 4 positions, added to 2, trimmed 15 and sold out of 4.
Reported holdings$5.56B-5.8% on Q1 2026
Positions21as many as Q1 2026
The largest ten77.3%of its reported holdings
Latest 13FQ2 2026filed 4 August 2026
OpenedAdded toTrimmed
The 14 largest of its 21 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Opened 4Added 2Trimmed 15Sold out 4
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 4
- S&P Global Inc. SPGI$338.3 million
- Vulcan Materials Co. VMC$306.6 million
- Stryker Corp. SYK$168.1 million
- Otis Worldwide Corp. OTIS$7.6 million
Added to 2
- Thermo Fisher Scientific Inc. TMO+36,878 shares · +4%
- TransDigm Group Inc. TDG+3,995 shares · +3%
Trimmed 15
- Salesforce, Inc. CRM-2.2 million shares · -98%
- UnitedHealth Group Inc. UNH-803,870 shares · -43%
- Waters Corp. WAT-349,189 shares · -29%
- Canadian Pacific Kansas City LT CP-1.1 million shares · -16%
- Becton Dickinson & Co. BDX-629,501 shares · -31%
- Amazon.com Inc. AMZN-339,180 shares · -13%
- Elevance Health, Inc. ELV-206,699 shares · -33%
- Microsoft Corp. MSFT-166,961 shares · -13%
and 7 more in the table below
Sold out of 4
- Charter Communications, Inc. CHTR$240.3 million last quarter
- Zoetis Inc. ZTS$148.1 million last quarter
- MSC Industrial Direct Co. Inc. MSM$7.0 million last quarter
- PDD Holdings Inc. PDD$1.0 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Amazon.com Inc. AMZN | 2,280,144 | $543.4 million | 9.78% | -339,180 |
| Mastercard Inc. MA | 995,345 | $511.2 million | 9.20% | -67,969 |
| Canadian Pacific Kansas City LT CP | 5,727,867 | $496.3 million | 8.93% | -1,126,494 |
| Aon plc AON | 1,408,111 | $467.1 million | 8.40% | -112,166 |
| UnitedHealth Group Inc. UNH | 1,078,201 | $448.1 million | 8.06% | -803,870 |
| Thermo Fisher Scientific Inc. TMO | 882,873 | $442.6 million | 7.96% | +36,878 |
| Microsoft Corp. MSFT | 1,131,674 | $422.1 million | 7.59% | -166,961 |
| S&P Global Inc. SPGI | 830,609 | $338.3 million | 6.08% | new |
| Waters Corp. WAT | 851,624 | $319.4 million | 5.75% | -349,189 |
| Vulcan Materials Co. VMC | 1,039,426 | $306.6 million | 5.52% | new |
| Hyatt Hotels Corp. H | 1,326,362 | $257.1 million | 4.62% | -9,885 |
| Intercontinental Exchange, Inc. ICE | 1,983,591 | $244.2 million | 4.39% | -163,460 |
| Becton Dickinson & Co. BDX | 1,393,329 | $210.9 million | 3.79% | -629,501 |
| TransDigm Group Inc. TDG | 137,969 | $183.8 million | 3.31% | +3,995 |
| Stryker Corp. SYK | 533,784 | $168.1 million | 3.02% | new |
| Elevance Health, Inc. ELV | 428,672 | $165.8 million | 2.98% | -206,699 |
| Philip Morris International Inc. PM | 51,387 | $9.3 million | 0.17% | -15,649 |
| Salesforce, Inc. CRM | 51,741 | $8.1 million | 0.15% | -2,202,145 |
| Otis Worldwide Corp. OTIS | 105,652 | $7.6 million | 0.14% | new |
| Medtronic plc MDT | 96,690 | $7.6 million | 0.14% | -66,018 |
| Taiwan Semiconductor Manufacturing Company Limited TSM | 3,823 | $1.8 million | 0.03% | -519 |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.