Veritas Asset Management LLP
CIK 1541448
13F filing for Q2 2026・No. 842
- Holdings
- US$5.56B
- Quarter change
- −US$343.65M
- Entries
- 21
- Net bought (estimate)
- −US$880.41M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 4
- Sold out 4
- Cut 15
- Added 2
- Corporate actions 0
- Unchanged 0
Largest holdings
21 stocks worth US$5.56B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AMZNAmazonCOM | Cut | 2,280,144 | US$543.45M | 9.78% |
| MAMASTERCARD INCORPORATEDCL A | Cut | 995,345 | US$511.21M | 9.20% |
| CPCANADIAN PACIFIC KANSAS CITYCOM | Cut | 5,727,867 | US$496.32M | 8.93% |
| AONAON PLCSHS CL A | Cut | 1,408,111 | US$467.06M | 8.40% |
| UNHUNITEDHEALTH GROUP INCCOM | Cut | 1,078,201 | US$448.13M | 8.06% |
| TMOTHERMO FISHER SCIENTIFIC INCCOM | Added | 882,873 | US$442.64M | 7.96% |
| MSFTMicrosoftCOM | Cut | 1,131,674 | US$422.14M | 7.59% |
| SPGIS&P GLOBAL INCCOM | New | 830,609 | US$338.27M | 6.08% |
| WATWATERS CORPCOM | Cut | 851,624 | US$319.39M | 5.75% |
| VMCVULCAN MATLS COCOM | New | 1,039,426 | US$306.64M | 5.52% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 4, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.