Funds › Veritas Asset Management LLP
Veritas Asset Management LLP
13F for Q3 2026, filed Nov 5, 2026. 22 positions worth $5.4B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | AMZN Amazon.com, Inc. | 2.33M | $579.5M | 10.8% | +2.0% | 13F ↗ |
| 2 | MSFT Microsoft Corporation | 1.08M | $555.9M | 10.4% | -4.2% | 13F ↗ |
| 3 | MA Mastercard Incorporated | 968,776 | $534.3M | 10.0% | -2.7% | 13F ↗ |
| 4 | TMO Thermo Fisher Scientific Inc | 651,069 | $439.5M | 8.2% | -26.3% | 13F ↗ |
| 5 | CP Canadian Pacific Kansas City Limited | 4.47M | $380.1M | 7.1% | -22.0% | 13F ↗ |
| 6 | ICE Intercontinental Exchange Inc. | 2.49M | $378.9M | 7.1% | +25.6% | 13F ↗ |
| 7 | UNH UnitedHealth Group Incorporated | 938,057 | $344.3M | 6.4% | -13.0% | 13F ↗ |
| 8 | VMC Vulcan Materials Company | 1.38M | $338.5M | 6.3% | +33.1% | 13F ↗ |
| 9 | WAT Waters Corporation | 765,138 | $336.2M | 6.3% | -10.2% | 13F ↗ |
| 10 | AON Aon plc | 1.16M | $320.4M | 6.0% | -17.8% | 13F ↗ |
| 11 | SPGI S&P Global Inc. | 781,963 | $308.5M | 5.7% | -5.9% | 13F ↗ |
| 12 | H Hyatt Hotels Corporation | 1.52M | $241.0M | 4.5% | +14.6% | 13F ↗ |
| 13 | BDX Becton, Dickinson and Company | 1.14M | $204.2M | 3.8% | -18.1% | 13F ↗ |
| 14 | SYK Stryker Corporation | 708,935 | $195.2M | 3.6% | +32.8% | 13F ↗ |
| 15 | TDG Transdigm Group Incorporated | 134,684 | $145.8M | 2.7% | -2.4% | 13F ↗ |
| 16 | RMD ResMed Inc. | 107,882 | $23.9M | 0.4% | New | 13F ↗ |
| 17 | CRM Salesforce, Inc. | 51,741 | $11.9M | 0.2% | Unchanged | 13F ↗ |
| 18 | PM Philip Morris International Inc | 51,387 | $9.8M | 0.2% | Unchanged | 13F ↗ |
| 19 | MDT Medtronic plc. | 96,690 | $8.3M | 0.2% | Unchanged | 13F ↗ |
| 20 | OTIS Otis Worldwide Corporation | 105,652 | $6.8M | 0.1% | Unchanged | 13F ↗ |
| 21 | HDB HDFC Bank Limited · ADR | 67,787 | $1.5M | <0.1% | New | 13F ↗ |
| 22 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 2,799 | $1.3M | <0.1% | -26.8% | 13F ↗ |
Changes since Q2 2026
2 new, 5 added to, 11 trimmed, 1 exited, 4 unchanged. By estimated dollars.
New positions (2)
Added to (5)
Trimmed (11)
| TMO Thermo Fisher Scientific Inc | 651,069 | -26.3% | -$156.5M |
| CP Canadian Pacific Kansas City Limited | 4.47M | -22.0% | -$107.3M |
| AON Aon plc | 1.16M | -17.8% | -$69.3M |
| UNH UnitedHealth Group Incorporated | 938,057 | -13.0% | -$51.4M |
| BDX Becton, Dickinson and Company | 1.14M | -18.1% | -$45.2M |
| WAT Waters Corporation | 765,138 | -10.2% | -$38.0M |
| MSFT Microsoft Corporation | 1.08M | -4.2% | -$24.6M |
| SPGI S&P Global Inc. | 781,963 | -5.9% | -$19.2M |
| MA Mastercard Incorporated | 968,776 | -2.7% | -$14.7M |
| TDG Transdigm Group Incorporated | 134,684 | -2.4% | -$3.6M |
Exited (1)
| Position | Shares | Change | Est. dollars |
|---|---|---|---|
| ELV Elevance Health, Inc. | 428,672 | Exited | -$165.8M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 5, 2026 | 13F-HR | 22 | $5.4B | Current | SEC ↗ |
| Q2 2026 | Aug 4, 2026 | 13F-HR | 21 | $5.6B | Current | SEC ↗ |
| Q1 2026 | May 14, 2026 | 13F-HR | 21 | $5.9B | Current | SEC ↗ |
| Q4 2025 | Feb 17, 2026 | 13F-HR | 27 | $9.8B | Current | SEC ↗ |
| Q3 2025 | Nov 4, 2025 | 13F-HR | 30 | $9.4B | Current | SEC ↗ |
| Q2 2025 | Aug 7, 2025 | 13F-HR | 34 | $10.0B | Current | SEC ↗ |
| Q1 2025 | May 15, 2025 | 13F-HR | 35 | $9.9B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer