EdgeMarket › What Veritas Investment Partners (Uk) Ltd. reported owning
What Veritas Investment Partners (Uk) Ltd. 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
3.9BPositions
56Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| MRSH MARSH & MCLENNAN COMPANIES, INC. | 291.5M | 7.4% | 1.7M | 192.01 | -9.1% |
| MA Mastercard Inc | 287.0M | 7.3% | 574.3K | 580.63 | -2.0% |
| LH LABCORP HOLDINGS INC. | 261.3M | 6.7% | 979.4K | 336.34 | +20.9% |
| ISRG INTUITIVE SURGICAL INC | 250.8M | 6.4% | 543.9K | 378.81 | -21.2% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 244.5M | 6.2% | 723.3K | 418.95 | +83.3% |
| MSFT MICROSOFT CORP | 239.4M | 6.1% | 646.8K | 483.24 | -4.4% |
| AMZN AMAZON COM INC | 238.5M | 6.1% | 1.1M | 258.63 | +15.6% |
| TMO THERMO FISHER SCIENTIFIC INC. | 215.5M | 5.5% | 438.3K | 629.27 | +27.2% |
| CDNS CADENCE DESIGN SYSTEMS INC | 209.0M | 5.3% | 752.4K | 319.02 | -7.7% |
| APH AMPHENOL CORP /DE/ | 201.5M | 5.1% | 1.6M | 157.01 | +44.5% |
| TSCO TRACTOR SUPPLY CO /DE/ | 191.4M | 4.9% | 4.2M | 34.98 | -42.7% |
| AME AMETEK INC/ | 183.2M | 4.7% | 854.8K | 239.55 | +30.7% |
| BR BROADRIDGE FINANCIAL SOLUTIONS, INC. | 169.8M | 4.3% | 1.0M | 182.18 | -30.4% |
| ADP AUTOMATIC DATA PROCESSING INC | 137.5M | 3.5% | 676.9K | 280.81 | -9.1% |
| AVY Avery Dennison Corp | 129.4M | 3.3% | 749.2K | 183.71 | +4.6% |
| GOOGL Alphabet Inc. | 126.4M | 3.2% | 439.5K | 344.82 | +73.0% |
| INTU INTUIT INC. | 121.6M | 3.1% | 281.3K | 367.00 | -47.5% |
| BSX BOSTON SCIENTIFIC CORP | 97.7M | 2.5% | 1.6M | 50.37 | -52.5% |
| ACN Accenture plc | 89.9M | 2.3% | 453.8K | 185.28 | -27.4% |
| VRSK Verisk Analytics, Inc. | 80.3M | 2.1% | 423.4K | 187.50 | -30.8% |
| GOOG Alphabet Inc. | 79.5M | 2.0% | 277.1K | 341.75 | +70.7% |
| XYL Xylem Inc. | 51.4M | 1.3% | 429.7K | 113.42 | -20.1% |
| unmapped CUSIP 084670702 | 7.4M | 0.2% | 15.5K | — | — |
| AAPL Apple Inc. | 2.0M | 0.1% | 7.9K | 309.35 | +36.9% |
| COST COSTCO WHOLESALE CORP /NEW | 1.9M | 0.0% | 2.0K | 947.74 | -4.7% |
| UNH UNITEDHEALTH GROUP INC | 1.3M | 0.0% | 4.7K | 390.11 | +30.1% |
| SNPS SYNOPSYS INC | 1.1M | 0.0% | 2.9K | 397.87 | -33.8% |
| JNJ JOHNSON & JOHNSON | 611.0K | 0.0% | 2.5K | 270.24 | +51.1% |
| HON HONEYWELL INTERNATIONAL INC | 498.9K | 0.0% | 2.2K | 215.90 | -50.3% |
| MCD MCDONALDS CORP | 412.5K | 0.0% | 1.3K | 270.95 | -13.5% |
| WPM Wheaton Precious Metals Corp. | 393.4K | 0.0% | 3.0K | 157.78 | +69.2% |
| XOM ExxonMobil Holdings Corp | 322.3K | 0.0% | 1.9K | 165.11 | +52.1% |
| AXP AMERICAN EXPRESS CO | 302.6K | 0.0% | 1.0K | 336.00 | +8.9% |
| WEC WEC ENERGY GROUP, INC. | 275.5K | 0.0% | 2.4K | 106.01 | -2.7% |
| ABBV AbbVie Inc. | 239.2K | 0.0% | 1.1K | 264.96 | +26.7% |
| PWR QUANTA SERVICES, INC. | 229.0K | 0.0% | 417 | 639.34 | +70.1% |
| META Meta Platforms, Inc. | 222.0K | 0.0% | 388 | 549.90 | -26.5% |
| DG DOLLAR GENERAL CORP | 184.0K | 0.0% | 1.6K | 123.41 | +7.5% |
| DE DEERE & CO | 183.1K | 0.0% | 325 | 647.47 | +31.4% |
| EW Edwards Lifesciences Corp | 173.6K | 0.0% | 2.2K | 89.79 | +10.3% |
| KO COCA COLA CO | 164.5K | 0.0% | 2.2K | 91.10 | +28.9% |
| PANW Palo Alto Networks Inc | 153.9K | 0.0% | 960 | 357.87 | +94.0% |
| ALGN ALIGN TECHNOLOGY INC | 145.8K | 0.0% | 850 | 162.55 | +13.2% |
| WSO WATSCO INC | 137.8K | 0.0% | 379 | 311.94 | -25.5% |
| MTD METTLER TOLEDO INTERNATIONAL INC/ | 133.8K | 0.0% | 106 | 1,395.25 | +6.0% |
| MSCI MSCI Inc. | 132.1K | 0.0% | 245 | 563.49 | -1.9% |
| IDXX IDEXX LABORATORIES INC /DE | 115.7K | 0.0% | 206 | 556.93 | -13.0% |
| SYK STRYKER CORP | 115.0K | 0.0% | 350 | 329.45 | -15.9% |
| LIN LINDE PLC | 97.6K | 0.0% | 197 | 487.57 | +1.1% |
| AMD ADVANCED MICRO DEVICES INC | 91.5K | 0.0% | 450 | 473.25 | +186.5% |
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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