Institutional Fund
Veritas Asset Management LLP
London, United KingdomCIK 15414485 filings on record
Portfolio Value
$5.90B
Q1 2026
Holdings
21
Reported positions
New Buys
0
Opened this quarter
QoQ Change
-39.6%
from $9.77B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Amazon Com Inc9.2%
- Canadian Pacific Kansas City9.1%
- Mastercard Incorporated9.0%
- Unitedhealth Group Inc8.6%
- Aon PLC8.3%
- Microsoft Corp8.1%
- Other47.5%
Portfolio Holdings
21 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Amazon Com Inc | 2.62M | $545.53M | 9.2% | −1.76M | Reduced |
| 2 | Canadian Pacific Kansas City | 6.85M | $539.16M | 9.1% | −2.49M | Reduced |
| 3 | Mastercard Incorporated | 1.06M | $531.30M | 9.0% | +275.5K | Added |
| 4 | Unitedhealth Group Inc | 1.88M | $509.27M | 8.6% | −650.6K | Reduced |
| 5 | Aon PLC | 1.52M | $490.72M | 8.3% | −472.2K | Reduced |
| 6 | Microsoft Corp | 1.30M | $480.72M | 8.1% | −787.4K | Reduced |
| 7 | Salesforce Inc | 2.25M | $420.73M | 7.1% | −711.2K | Reduced |
| 8 | Thermo Fisher Scientific Inc | 846.0K | $415.83M | 7.0% | −287.9K | Reduced |
| 9 | Waters Corp | 1.20M | $357.60M | 6.1% | −40.4K | Reduced |
| 10 | Intercontinental Exchange In | 2.15M | $337.69M | 5.7% | −720.5K | Reduced |
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