Veritas Asset Management Llp Portfolio Stock Holdings
According to the SEC 13F filed on August 4, 2026, Veritas Asset Management Llp disclosed 21 stock positions valued at approximately $5.56B as of quarter-end June 30, 2026. The largest holdings include AMAZON COM INC, MASTERCARD INCORPORATED, and CANADIAN PACIFIC KANSAS CITY.
- Report Period
- June 30, 2026
- No. of Stocks
- 21
- Portfolio Value
- $5.56B
Holdings by Sector
Veritas Asset Management Llp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| AMAZON COM INC | AMZN | Consumer Cyclical | 9.78% | 2,280,144 | -339,180 | -12.95% | $543,449,521 |
| MASTERCARD INCORPORATED | MA | Financial Services | 9.20% | 995,345 | -67,969 | -6.39% | $511,209,192 |
| CANADIAN PACIFIC KANSAS CITY | CP | Industrials | 8.93% | 5,727,867 | -1,126,494 | -16.43% | $496,319,676 |
| AON PLC | AON | Financial Services | 8.40% | 1,408,111 | -112,166 | -7.38% | $467,056,338 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 8.06% | 1,078,201 | -803,870 | -42.71% | $448,132,682 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 7.96% | 882,873 | +36,878 | +4.36% | $442,637,207 |
| MICROSOFT CORP | MSFT | Technology | 7.59% | 1,131,674 | -166,961 | -12.86% | $422,137,035 |
| S&P GLOBAL INC | SPGI | Financial Services | 6.08% | 830,609 | +830,609 | +100.00% | $338,273,821 |
| WATERS CORP | WAT | Healthcare | 5.75% | 851,624 | -349,189 | -29.08% | $319,393,065 |
| VULCAN MATLS CO | VMC | Basic Materials | 5.52% | 1,039,426 | +1,039,426 | +100.00% | $306,641,064 |
| HYATT HOTELS CORP | H | Consumer Cyclical | 4.62% | 1,326,362 | -9,885 | -0.74% | $257,102,010 |
| INTERCONTINENTAL EXCHANGE IN | ICE | Financial Services | 4.39% | 1,983,591 | -163,460 | -7.61% | $244,199,888 |
| BECTON DICKINSON & CO | BDX | Healthcare | 3.79% | 1,393,329 | -629,501 | -31.12% | $210,852,478 |
| TRANSDIGM GROUP INC | TDG | Industrials | 3.31% | 137,969 | +3,995 | +2.98% | $183,780,227 |
| STRYKER CORPORATION | SYK | Healthcare | 3.02% | 533,784 | +533,784 | +100.00% | $168,056,555 |
| ELEVANCE HEALTH INC FORMERLY | ELV | Healthcare | 2.98% | 428,672 | -206,699 | -32.53% | $165,780,323 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.17% | 51,387 | -15,649 | -23.34% | $9,296,422 |
| SALESFORCE INC | CRM | Technology | 0.15% | 51,741 | -2,202,145 | -97.70% | $8,105,745 |
| OTIS WORLDWIDE CORP | OTIS | Industrials | 0.14% | 105,652 | +105,652 | +100.00% | $7,564,683 |
| MEDTRONIC PLC | MDT | Other | 0.14% | 96,690 | -66,018 | -40.57% | $7,564,059 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.03% | 3,823 | -519 | -11.95% | $1,825,750 |
Showing 21 of 21 holdings in the latest reporting period.