Veritas Asset Management Llp Portfolio Stock Holdings
Veritas Asset Management Llp disclosed 21 stock positions valued at approximately $5.6 billion in its latest SEC 13F filing. The largest holdings include AMAZON COM INC, MASTERCARD INCORPORATED, and CANADIAN PACIFIC KANSAS CITY. The filing reflects positions held as of June 30, 2026 and was filed on August 4, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 21
- Portfolio Value
- $5.6B
Holdings by Sector
Veritas Asset Management Llp Portfolio Holdings in Q2 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 | 9.78% | 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 |