Veritas Asset Management 13F, Q1 2026
Veritas Asset Management · quarter ending 31 March 2026 · filed 14 May 2026 · SEC CIK 1541448
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q1 2026
Weights are against the whole filed book. Changes are in shares held, against the Q4 2025 filing.
| Company | Ticker | Value | % of book | vs Q4 2025 |
|---|---|---|---|---|
| AMAZON COM INC | AMZN | $545.53M | 9.2% | -40% shares |
| CANADIAN PACIFIC KANSAS CITY | CP | $539.16M | 9.1% | -27% shares |
| MASTERCARD INCORPORATED | MA | $531.30M | 9.0% | +35% shares |
| UNITEDHEALTH GROUP INC | UNH | $509.27M | 8.6% | -26% shares |
| AON PLC | $490.72M | 8.3% | -24% shares | |
| MICROSOFT CORP | MSFT | $480.72M | 8.1% | -38% shares |
| SALESFORCE INC | CRM | $420.73M | 7.1% | -24% shares |
| THERMO FISHER SCIENTIFIC INC | TMO | $415.83M | 7.0% | -25% shares |
| WATERS CORP | WAT | $357.60M | 6.1% | -3% shares |
| INTERCONTINENTAL EXCHANGE IN | ICE | $337.69M | 5.7% | -25% shares |
| BECTON DICKINSON & CO | BDX | $318.05M | 5.4% | -30% shares |
| CHARTER COMMUNICATIONS INC | CHTR | $240.29M | 4.1% | -27% shares |
| HYATT HOTELS CORP | H | $192.14M | 3.3% | -30% shares |
| ELEVANCE HEALTH INC FORMERLY | ELV | $186.00M | 3.1% | -27% shares |
| TRANSDIGM GROUP INC | TDG | $155.27M | 2.6% | -6% shares |
| ZOETIS INC | ZTS | $148.11M | 2.5% | -29% shares |
| MEDTRONIC PLC | $14.10M | 0.2% | -10% shares | |
| PHILIP MORRIS INTL INC | PM | $11.08M | 0.2% | unchanged |
| MSC INDL DIRECT INC | MSM | $6.96M | 0.1% | -20% shares |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | $1.47M | 0.0% | -20% shares |
| PDD HOLDINGS INC | PDD | $1.02M | 0.0% | -56% shares |
What changed since Q4 2025
Against the Q4 2025 filing, Veritas Asset Management opened 0 new positions, added to 1, trimmed 19, left 1 unchanged and exited 6. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
Other quarters
Source: SEC Form 13F-HR, accession 0001172661-26-001833, filed by Veritas Asset Management LLP. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.