Veritas Asset Management LLP Top Holdings and 13F Report (2026) About Veritas Asset Management LLPInvestment ActivityVeritas Asset Management LLP has $5.56 billion in total holdings as of June 30, 2026.Veritas Asset Management LLP owns shares of 21 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 15.19% of the portfolio was purchased this quarter.About 31.02% of the portfolio was sold this quarter.This quarter, Veritas Asset Management LLP has purchased 21 new stocks and bought additional shares in 2 stocks.Veritas Asset Management LLP sold shares of 15 stocks and completely divested from 4 stocks this quarter.Largest Holdings Amazon.com $543,449,521Mastercard $511,209,192Canadian Pacific Kansas City $496,319,676AON $467,056,338UnitedHealth Group $448,132,682 Largest New Holdings this Quarter 78409V104 - S&P Global $338,273,821 Holding929160109 - Vulcan Materials $306,641,064 Holding863667101 - Stryker $168,056,555 Holding68902V107 - Otis Worldwide $7,564,683 Holding Largest Purchases this Quarter S&P Global 830,609 shares (about $338.27M)Vulcan Materials 1,039,426 shares (about $306.64M)Stryker 533,784 shares (about $168.06M)Thermo Fisher Scientific 36,878 shares (about $18.49M)Otis Worldwide 105,652 shares (about $7.56M) Largest Sales this Quarter Salesforce 2,202,145 shares (about $344.99M)UnitedHealth Group 803,870 shares (about $334.11M)Waters 349,189 shares (about $130.96M)Canadian Pacific Kansas City 1,126,494 shares (about $97.61M)Becton, Dickinson and Company 629,501 shares (about $95.26M) Sector Allocation Over TimeMap of 500 Largest Holdings ofVeritas Asset Management LLP Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMZNAmazon.com$543,449,521$80,840,161 â–¼-12.9%2,280,1449.8%Consumer DiscretionaryMAMastercard$511,209,192$34,908,878 â–¼-6.4%995,3459.2%FinanceCPCanadian Pacific Kansas City$496,319,676$97,610,705 â–¼-16.4%5,727,8678.9%IndustrialsAONAON$467,056,338$37,204,341 â–¼-7.4%1,408,1118.4%FinanceUNHUnitedHealth Group$448,132,682$334,112,488 â–¼-42.7%1,078,2018.1%HealthcareTMOThermo Fisher Scientific$442,637,207$18,489,154 â–²4.4%882,8738.0%HealthcareMSFTMicrosoft$422,137,035$62,279,792 â–¼-12.9%1,131,6747.6%TechnologySPGIS&P Global$338,273,821$338,273,821 â–²New Holding830,6096.1%FinanceWATWaters$319,393,065$130,959,843 â–¼-29.1%851,6245.7%HealthcareVMCVulcan Materials$306,641,064$306,641,064 â–²New Holding1,039,4265.5%MaterialsHHyatt Hotels$257,102,010$1,916,108 â–¼-0.7%1,326,3624.6%Consumer DiscretionaryICEIntercontinental Exchange$244,199,888$20,123,561 â–¼-7.6%1,983,5914.4%FinanceBDXBecton, Dickinson and Company$210,852,478$95,262,387 â–¼-31.1%1,393,3293.8%HealthcareTDGTransdigm Group$183,780,227$5,321,500 â–²3.0%137,9693.3%IndustrialsSYKStryker$168,056,555$168,056,555 â–²New Holding533,7843.0%HealthcareELVElevance Health$165,780,323$79,936,704 â–¼-32.5%428,6723.0%HealthcarePMPhilip Morris International$9,296,422$2,831,061 â–¼-23.3%51,3870.2%Consumer StaplesCRMSalesforce$8,105,745$344,988,033 â–¼-97.7%51,7410.1%TechnologyOTISOtis Worldwide$7,564,683$7,564,683 â–²New Holding105,6520.1%IndustrialsMDTMedtronic$7,564,059$5,164,588 â–¼-40.6%96,6900.1%HealthcareTSMTaiwan Semiconductor Manufacturing$1,825,750$247,859 â–¼-12.0%3,8230.0%TechnologyCHTRCharter Communications$0$240,285,882 â–¼-100.0%00.0%Communication ServicesZTSZoetis$0$148,105,073 â–¼-100.0%00.0%HealthcareMSMMSC Industrial Direct$0$6,955,866 â–¼-100.0%00.0%IndustrialsPDDPDD$0$1,023,844 â–¼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. 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