Veritas Asset Management LLP — 13F Holdings & Portfolio
CIK 1541448 · latest 13F-HR filed 2026-08-04
Veritas Asset Management LLP manages $5.56B in 13F-reported U.S. long-equity assets across 21 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AMZN (9.78%), MA (9.20%), CP (8.93%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 4 new positions, exited 4, added to 4, and trimmed 10.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
LONDON WC2B 5LW
$5.56B
Long-equity book
21
Distinct positions
2026-06-30
Filed 2026-08-04
+4 / −4 / ↑4 / ↓10
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- HYATT HOTELS CORP$65.0M +33.8%
- TRANSDIGM GROUP INC$28.5M +18.4%
- THERMO FISHER SCIENTIFIC INC$26.8M +6.4%
- TAIWAN SEMICONDUCTOR MANUFAC$358.4K +24.4%
Top Trims
- SALESFORCE INC-$412.6M -98.1%
- BECTON DICKINSON & CO-$107.2M -33.7%
- INTERCONTINENTAL EXCHANGE IN-$93.5M -27.7%
- UNITEDHEALTH GROUP INC-$61.1M -12.0%
- MICROSOFT CORP-$58.6M -12.2%
New Positions
- S&P GLOBAL INC$338.3M
- VULCAN MATLS CO$306.6M
- STRYKER CORPORATION$168.1M
- OTIS WORLDWIDE CORP$7.6M
Exited Positions
- CHARTER COMMUNICATIONS INC$240.3M
- ZOETIS INC$148.1M
- MSC INDL DIRECT INC$7.0M
- PDD HOLDINGS INC$1.0M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 023135106 | $543.4M | 9.78% | 2,280,144 | SH |
| 2 | MASTERCARD INCORPORATED | MA | 57636Q104 | $511.2M | 9.20% | 995,345 | SH |
| 3 | CANADIAN PACIFIC KANSAS CITY | CP | 13646K108 | $496.3M | 8.93% | 5,727,867 | SH |
| 4 | AON PLC | AON | G0403H108 | $467.1M | 8.40% | 1,408,111 | SH |
| 5 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $448.1M | 8.06% | 1,078,201 | SH |
| 6 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $442.6M | 7.96% | 882,873 | SH |
| 7 | MICROSOFT CORP | MSFT | 594918104 | $422.1M | 7.59% | 1,131,674 | SH |
| 8 | S&P GLOBAL INC | SPGI | 78409V104 | $338.3M | 6.08% | 830,609 | SH |
| 9 | WATERS CORP | WAT | 941848103 | $319.4M | 5.75% | 851,624 | SH |
| 10 | VULCAN MATLS CO | VMC | 929160109 | $306.6M | 5.52% | 1,039,426 | SH |
| 11 | HYATT HOTELS CORP | H | 448579102 | $257.1M | 4.62% | 1,326,362 | SH |
| 12 | INTERCONTINENTAL EXCHANGE IN | ICE | 45866F104 | $244.2M | 4.39% | 1,983,591 | SH |
| 13 | BECTON DICKINSON & CO | BDX | 075887109 | $210.9M | 3.79% | 1,393,329 | SH |
| 14 | TRANSDIGM GROUP INC | TDG | 893641100 | $183.8M | 3.31% | 137,969 | SH |
| 15 | STRYKER CORPORATION | SYK | 863667101 | $168.1M | 3.02% | 533,784 | SH |
| 16 | ELEVANCE HEALTH INC FORMERLY | ELV | 036752103 | $165.8M | 2.98% | 428,672 | SH |
| 17 | PHILIP MORRIS INTL INC | PM | 718172109 | $9.3M | 0.17% | 51,387 | SH |
| 18 | SALESFORCE INC | CRM | 79466L302 | $8.1M | 0.15% | 51,741 | SH |
| 19 | OTIS WORLDWIDE CORP | OTIS | 68902V107 | $7.6M | 0.14% | 105,652 | SH |
| 20 | MEDTRONIC PLC | MDT | G5960L103 | $7.6M | 0.14% | 96,690 | SH |
| 21 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $1.8M | 0.03% | 3,823 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-04 | $5.56B | 21 | 0001172661-26-003051 |
| 2026-03-31 | 2026-05-14 | $5.90B | 21 | 0001172661-26-001833 |
| 2025-12-31 | 2026-02-17 | $9.77B | 27 | 0001172661-26-000924 |
| 2025-09-30 | 2025-11-04 | $9.36B | 30 | 0001172661-25-004571 |