Holders — by stockHoldings — by fund
Veritas Asset Management LLP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001541448
$5.56B
disclosed book value
21
positions
9.8%
largest position share
Positions, as of 2026-06-30
top 21 of 21 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 2.3M | $543.4M | 9.8% |
| 2 | MAMASTERCARD INCORPORATED | 995,345 | $511.2M | 9.2% |
| 3 | CPCANADIAN PACIFIC KANSAS CITY | 5.7M | $496.3M | 8.9% |
| 4 | AONAON PLC | 1.4M | $467.1M | 8.4% |
| 5 | UNHUNITEDHEALTH GROUP INC | 1.1M | $448.1M | 8.1% |
| 6 | TMOTHERMO FISHER SCIENTIFIC INC | 882,873 | $442.6M | 8% |
| 7 | MSFTMICROSOFT CORP | 1.1M | $422.1M | 7.6% |
| 8 | SPGIS&P GLOBAL INC | 830,609 | $338.3M | 6.1% |
| 9 | WATWATERS CORP | 851,624 | $319.4M | 5.7% |
| 10 | VMCVULCAN MATLS CO | 1.0M | $306.6M | 5.5% |
| 11 | HHYATT HOTELS CORP | 1.3M | $257.1M | 4.6% |
| 12 | ICEINTERCONTINENTAL EXCHANGE IN | 2.0M | $244.2M | 4.4% |
| 13 | BDXBECTON DICKINSON & CO | 1.4M | $210.9M | 3.8% |
| 14 | TDGTRANSDIGM GROUP INC | 137,969 | $183.8M | 3.3% |
| 15 | SYKSTRYKER CORPORATION | 533,784 | $168.1M | 3% |
| 16 | ELVELEVANCE HEALTH INC FORMERLY | 428,672 | $165.8M | 3% |
| 17 | PMPHILIP MORRIS INTL INC | 51,387 | $9.3M | 0.2% |
| 18 | CRMSALESFORCE INC | 51,741 | $8.1M | 0.1% |
| 19 | OTISOTIS WORLDWIDE CORP | 105,652 | $7.6M | 0.1% |
| 20 | MDTMEDTRONIC PLC | 96,690 | $7.6M | 0.1% |
| 21 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 3,823 | $1.8M | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.