Veritas Asset Management Llp Portfolio Stock Holdings
Veritas Asset Management Llp disclosed 21 stock positions valued at approximately $5.9 billion in its latest SEC 13F filing. The largest holdings include AMAZON COM INC, CANADIAN PACIFIC KANSAS CITY, and MASTERCARD INCORPORATED. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 21
- Portfolio Value
- $5.9B
Holdings by Sector
Veritas Asset Management Llp Portfolio Holdings in Q1 2026
21 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| AMAZON COM INC | AMZN | Consumer Cyclical | 9.24% | 2,619,324 | -1,756,521 | -40.14% | $545,526,609 |
| CANADIAN PACIFIC KANSAS CITY | CP | Industrials | 9.13% | 6,854,361 | -2,490,088 | -26.65% | $539,164,036 |
| MASTERCARD INCORPORATED | MA | Financial Services | 9.00% | 1,063,314 | +275,464 | +34.96% | $531,295,473 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 8.63% | 1,882,071 | -650,560 | -25.69% | $509,269,592 |
| AON PLC | AON | Financial Services | 8.31% | 1,520,277 | -472,176 | -23.70% | $490,715,010 |
| MICROSOFT CORP | MSFT | Technology | 8.14% | 1,298,635 | -787,359 | -37.75% | $480,715,718 |
| SALESFORCE INC | CRM | Technology | 7.13% | 2,253,886 | -711,167 | -23.98% | $420,732,900 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 7.04% | 845,995 | -287,874 | -25.39% | $415,831,922 |
| WATERS CORP | WAT | Healthcare | 6.06% | 1,200,813 | -40,393 | -3.25% | $357,602,111 |
| INTERCONTINENTAL EXCHANGE IN | ICE | Financial Services | 5.72% | 2,147,051 | -720,466 | -25.13% | $337,688,181 |
| BECTON DICKINSON & CO | BDX | Healthcare | 5.39% | 2,022,830 | -851,749 | -29.63% | $318,049,561 |
| CHARTER COMMUNICATIONS INC | CHTR | Communication Services | 4.07% | 1,113,053 | -408,077 | -26.83% | $240,285,882 |
| HYATT HOTELS CORP | H | Consumer Cyclical | 3.25% | 1,336,247 | -564,170 | -29.69% | $192,138,956 |
| ELEVANCE HEALTH INC FORMERLY | ELV | Healthcare | 3.15% | 635,371 | -238,622 | -27.30% | $186,004,860 |
| TRANSDIGM GROUP INC | TDG | Industrials | 2.63% | 133,974 | -7,868 | -5.55% | $155,270,507 |
| ZOETIS INC | ZTS | Healthcare | 2.51% | 1,252,898 | -509,134 | -28.89% | $148,105,073 |
| MEDTRONIC PLC | MDT | Other | 0.24% | 162,708 | -18,299 | -10.11% | $14,098,648 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.19% | 67,036 | - | - | $11,083,732 |
| MSC INDL DIRECT INC | MSM | Industrials | 0.12% | 75,386 | -19,153 | -20.26% | $6,955,866 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.02% | 4,342 | -1,087 | -20.02% | $1,467,379 |
| PDD HOLDINGS INC | PDD | Consumer Cyclical | 0.02% | 10,020 | -12,486 | -55.48% | $1,023,844 |