Veritas Asset Management
Veritas Asset Management · SEC CIK 1541448
Real return, concentrated global equity.
Q1 2026
Latest 13F
$5.90B
Filed US book
21
Positions
Largest holdings, as filed
Top 15 of 21 positions. Weights are against the whole filed book. 13F filings cover US-listed holdings only.
| Company | Ticker | Value | Weight |
|---|---|---|---|
| AMAZON COM INC | AMZN | $545.53M | 9.2% |
| CANADIAN PACIFIC KANSAS CITY | CP | $539.16M | 9.1% |
| MASTERCARD INCORPORATED | MA | $531.30M | 9.0% |
| UNITEDHEALTH GROUP INC | UNH | $509.27M | 8.6% |
| AON PLC | $490.72M | 8.3% | |
| MICROSOFT CORP | MSFT | $480.72M | 8.1% |
| SALESFORCE INC | CRM | $420.73M | 7.1% |
| THERMO FISHER SCIENTIFIC INC | TMO | $415.83M | 7.0% |
| WATERS CORP | WAT | $357.60M | 6.1% |
| INTERCONTINENTAL EXCHANGE IN | ICE | $337.69M | 5.7% |
| BECTON DICKINSON & CO | BDX | $318.05M | 5.4% |
| CHARTER COMMUNICATIONS INC | CHTR | $240.29M | 4.1% |
| HYATT HOTELS CORP | H | $192.14M | 3.3% |
| ELEVANCE HEALTH INC FORMERLY | ELV | $186.00M | 3.1% |
| TRANSDIGM GROUP INC | TDG | $155.27M | 2.6% |
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Source: SEC EDGAR 13F filings. Values are as filed and cover US-listed positions only. Educational information, not financial advice.