EdgeMarket › What Veritas Asset Management Llp reported owning
What Veritas Asset Management Llp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
5.9BPositions
21Quarter
2026-03-31Shown below
21largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AMZN AMAZON COM INC | 545.5M | 9.2% | 2.6M | 258.63 | +15.6% |
| CP CANADIAN PACIFIC KANSAS CITY LTD/CN | 539.2M | 9.1% | 6.9M | 96.69 | +30.2% |
| MA Mastercard Inc | 531.3M | 9.0% | 1.1M | 580.63 | -2.0% |
| UNH UNITEDHEALTH GROUP INC | 509.3M | 8.6% | 1.9M | 390.11 | +30.1% |
| AON Aon plc | 490.7M | 8.3% | 1.5M | 355.11 | -5.1% |
| MSFT MICROSOFT CORP | 480.7M | 8.1% | 1.3M | 483.24 | -4.4% |
| CRM Salesforce, Inc. | 420.7M | 7.1% | 2.3M | 209.17 | -15.1% |
| TMO THERMO FISHER SCIENTIFIC INC. | 415.8M | 7.0% | 846.0K | 629.27 | +27.2% |
| WAT WATERS CORP /DE/ | 357.6M | 6.1% | 1.2M | 410.70 | +38.4% |
| ICE Intercontinental Exchange, Inc. | 337.7M | 5.7% | 2.1M | 161.25 | -11.1% |
| BDX BECTON DICKINSON & CO | 318.0M | 5.4% | 2.0M | 192.00 | -3.6% |
| CHTR CHARTER COMMUNICATIONS, INC. /MO/ | 240.3M | 4.1% | 1.1M | 150.17 | -43.7% |
| H Hyatt Hotels Corp | 192.1M | 3.3% | 1.3M | 180.67 | +31.6% |
| ELV Elevance Health, Inc. | 186.0M | 3.2% | 635.4K | 400.54 | +29.2% |
| TDG TransDigm Group INC | 155.3M | 2.6% | 134.0K | 1,200.35 | -14.4% |
| ZTS Zoetis Inc. | 148.1M | 2.5% | 1.3M | 77.73 | -50.4% |
| MDT Medtronic plc | 14.1M | 0.2% | 162.7K | 93.35 | +0.1% |
| PM Philip Morris International Inc. | 11.1M | 0.2% | 67.0K | 188.23 | +8.9% |
| MSM MSC INDUSTRIAL DIRECT CO INC | 7.0M | 0.1% | 75.4K | 119.81 | +36.7% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 1.5M | 0.0% | 4.3K | 418.95 | +83.3% |
| PDD PDD Holdings Inc. | 1.0M | 0.0% | 10.0K | 88.38 | -25.1% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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