Veritas Asset Management 13F, Q2 2026
Veritas Asset Management · quarter ending 30 June 2026 · filed 4 August 2026 · SEC CIK 1541448
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q2 2026
Weights are against the whole filed book. Changes are in shares held, against the Q1 2026 filing.
| Company | Ticker | Value | % of book | vs Q1 2026 |
|---|---|---|---|---|
| AMAZON COM INC | AMZN | $543.45M | 9.8% | -13% shares |
| MASTERCARD INCORPORATED | MA | $511.21M | 9.2% | -6% shares |
| CANADIAN PACIFIC KANSAS CITY | CP | $496.32M | 8.9% | -16% shares |
| AON PLC | $467.06M | 8.4% | -7% shares | |
| UNITEDHEALTH GROUP INC | UNH | $448.13M | 8.1% | -43% shares |
| THERMO FISHER SCIENTIFIC INC | TMO | $442.64M | 8.0% | +4% shares |
| MICROSOFT CORP | MSFT | $422.14M | 7.6% | -13% shares |
| S&P GLOBAL INC | SPGI | $338.27M | 6.1% | new |
| WATERS CORP | WAT | $319.39M | 5.8% | -29% shares |
| VULCAN MATLS CO | VMC | $306.64M | 5.5% | new |
| HYATT HOTELS CORP | H | $257.10M | 4.6% | unchanged |
| INTERCONTINENTAL EXCHANGE IN | ICE | $244.20M | 4.4% | -8% shares |
| BECTON DICKINSON & CO | BDX | $210.85M | 3.8% | -31% shares |
| TRANSDIGM GROUP INC | TDG | $183.78M | 3.3% | +3% shares |
| STRYKER CORPORATION | SYK | $168.06M | 3.0% | new |
| ELEVANCE HEALTH INC FORMERLY | ELV | $165.78M | 3.0% | -33% shares |
| PHILIP MORRIS INTL INC | PM | $9.30M | 0.2% | -23% shares |
| SALESFORCE INC | CRM | $8.11M | 0.1% | -98% shares |
| OTIS WORLDWIDE CORP | OTIS | $7.56M | 0.1% | new |
| MEDTRONIC PLC | $7.56M | 0.1% | -41% shares | |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | $1.83M | 0.0% | -12% shares |
What changed since Q1 2026
Against the Q1 2026 filing, Veritas Asset Management opened 4 new positions, added to 2, trimmed 14, left 1 unchanged and exited 4. 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 0001172661-26-003051, 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.