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Veritas Asset Management LLP Top Holdings and 13F Report (2026)

About Veritas Asset Management LLP

Investment Activity

  • Veritas 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
$543,449,521
Mastercard
$511,209,192
AON
$467,056,338
UnitedHealth Group
$448,132,682

Largest New Holdings this Quarter

78409V104 - S&P Global
$338,273,821 Holding
929160109 - Vulcan Materials
$306,641,064 Holding
863667101 - Stryker
$168,056,555 Holding
68902V107 - 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 Time

Map of 500 Largest Holdings ofVeritas Asset Management LLP

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$543,449,521$80,840,161 â–¼-12.9%2,280,1449.8%Consumer Discretionary
Mastercard Incorporated stock logo
MA
Mastercard
$511,209,192$34,908,878 â–¼-6.4%995,3459.2%Finance
Canadian Pacific Kansas City Limited stock logo
CP
Canadian Pacific Kansas City
$496,319,676$97,610,705 â–¼-16.4%5,727,8678.9%Industrials
Aon plc stock logo
AON
AON
$467,056,338$37,204,341 â–¼-7.4%1,408,1118.4%Finance
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$448,132,682$334,112,488 â–¼-42.7%1,078,2018.1%Healthcare
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$442,637,207$18,489,154 â–²4.4%882,8738.0%Healthcare
Microsoft Corporation stock logo
MSFT
Microsoft
$422,137,035$62,279,792 â–¼-12.9%1,131,6747.6%Technology
S&P Global Inc. stock logo
SPGI
S&P Global
$338,273,821$338,273,821 â–²New Holding830,6096.1%Finance
Waters Corporation stock logo
WAT
Waters
$319,393,065$130,959,843 â–¼-29.1%851,6245.7%Healthcare
Vulcan Materials Company stock logo
VMC
Vulcan Materials
$306,641,064$306,641,064 â–²New Holding1,039,4265.5%Materials
Hyatt Hotels Corporation stock logo
H
Hyatt Hotels
$257,102,010$1,916,108 â–¼-0.7%1,326,3624.6%Consumer Discretionary
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
$244,199,888$20,123,561 â–¼-7.6%1,983,5914.4%Finance
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$210,852,478$95,262,387 â–¼-31.1%1,393,3293.8%Healthcare
Transdigm Group Incorporated stock logo
TDG
Transdigm Group
$183,780,227$5,321,500 â–²3.0%137,9693.3%Industrials
Stryker Corporation stock logo
SYK
Stryker
$168,056,555$168,056,555 â–²New Holding533,7843.0%Healthcare
Elevance Health, Inc. stock logo
ELV
Elevance Health
$165,780,323$79,936,704 â–¼-32.5%428,6723.0%Healthcare
Philip Morris International Inc. stock logo
PM
Philip Morris International
$9,296,422$2,831,061 â–¼-23.3%51,3870.2%Consumer Staples
Salesforce Inc. stock logo
CRM
Salesforce
$8,105,745$344,988,033 â–¼-97.7%51,7410.1%Technology
Otis Worldwide Corporation stock logo
OTIS
Otis Worldwide
$7,564,683$7,564,683 â–²New Holding105,6520.1%Industrials
Medtronic PLC stock logo
MDT
Medtronic
$7,564,059$5,164,588 â–¼-40.6%96,6900.1%Healthcare
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$1,825,750$247,859 â–¼-12.0%3,8230.0%Technology
Charter Communications, Inc. stock logo
CHTR
Charter Communications
$0$240,285,882 â–¼-100.0%00.0%Communication Services
Zoetis Inc. stock logo
ZTS
Zoetis
$0$148,105,073 â–¼-100.0%00.0%Healthcare
MSC Industrial Direct Company, Inc. stock logo
MSM
MSC Industrial Direct
$0$6,955,866 â–¼-100.0%00.0%Industrials
PDD Holdings Inc. Sponsored ADR stock logo
PDD
PDD
$0$1,023,844 â–¼-100.0%00.0%Consumer Discretionary

Showing largest 100 holdings. View all holdings.
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