Back to Veritas Asset Management LLP
Q2 2026 13F filing
Updated 37 days ago21 disclosed positions worth $5.6B
Portfolio value
$5.6B
Total holdings
21
New positions
4
Closed positions
4
Increased
2
Decreased
15
Turnover
38.1%
Filed
2026-08-04
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A AMZN AMAZON COM INC | $543.4M | 2.28M | 9.78% | Trimmed(-12.9%) |
| 2 | M MA MASTERCARD INCORPORATED | $511.2M | 995.3K | 9.20% | Trimmed(-6.4%) |
| 3 | C CP CANADIAN PACIFIC KANSAS CITY | $496.3M | 5.73M | 8.93% | Trimmed(-16.4%) |
| 4 | A AON AON PLC | $467.1M | 1.41M | 8.40% | Trimmed(-7.4%) |
| 5 | U UNH UNITEDHEALTH GROUP INC | $448.1M | 1.08M | 8.06% | Trimmed(-42.7%) |
| 6 | T TMO THERMO FISHER SCIENTIFIC INC | $442.6M | 882.9K | 7.96% | Added(+4.4%) |
| 7 | M MSFT MICROSOFT CORP | $422.1M | 1.13M | 7.59% | Trimmed(-12.9%) |
| 8 | S SPGI S&P GLOBAL INC | $338.3M | 830.6K | 6.08% | — |
| 9 | W WAT WATERS CORP | $319.4M | 851.6K | 5.75% | Trimmed(-29.1%) |
| 10 | V VMC VULCAN MATLS CO | $306.6M | 1.04M | 5.52% | — |
| 11 | H H HYATT HOTELS CORP | $257.1M | 1.33M | 4.62% | Trimmed(-0.7%) |
| 12 | I ICE INTERCONTINENTAL EXCHANGE IN | $244.2M | 1.98M | 4.39% | Trimmed(-7.6%) |
| 13 | B BDX BECTON DICKINSON & CO | $210.9M | 1.39M | 3.79% | Trimmed(-31.1%) |
| 14 | T TDG TRANSDIGM GROUP INC | $183.8M | 138.0K | 3.31% | Added(+3.0%) |
| 15 | S SYK STRYKER CORPORATION | $168.1M | 533.8K | 3.02% | — |
| 16 | E ELV ELEVANCE HEALTH INC FORMERLY | $165.8M | 428.7K | 2.98% | Trimmed(-32.5%) |
| 17 | P PM PHILIP MORRIS INTL INC | $9.3M | 51.4K | 0.17% | Trimmed(-23.3%) |
| 18 | C CRM SALESFORCE INC | $8.1M | 51.7K | 0.15% | Trimmed(-97.7%) |
| 19 | O OTIS OTIS WORLDWIDE CORP | $7.6M | 105.7K | 0.14% | — |
| 20 | M MDT MEDTRONIC PLC | $7.6M | 96.7K | 0.14% | Trimmed(-40.6%) |
| 21 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $1.8M | 3.8K | 0.03% | Trimmed(-11.9%) |