Veritas Asset Management LLP

CIK 0001541448 · LONDON, null · Quarter end: 2026-06-30 · Filed on: 2026-08-04 · Open the SEC source

Veritas Asset Management LLP reported 21 positions worth $5.56B as of June 30, 2026 (13F filed August 4, 2026). Largest holding: AMZN (9.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$5.56B
2026 Q2
Positions
21
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
77.3%
Est. Net Flow (Q)
2026 Q2
10 / 21 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AMZNAMAZON COM INCSH$543.4M9.78%2,280,144
2MAMASTERCARD INCORPORATEDSH$511.2M9.20%995,345
3CPCANADIAN PACIFIC KANSAS CITYSH$496.3M8.93%5,727,867
4AONAON PLCSH$467.1M8.40%1,408,111
5UNHUNITEDHEALTH GROUP INCSH$448.1M8.06%1,078,201
6TMOTHERMO FISHER SCIENTIFIC INCSH$442.6M7.96%882,873
7MSFTMICROSOFT CORPSH$422.1M7.59%1,131,674
8SPGIS&P GLOBAL INCSH$338.3M6.08%830,609
9WATWATERS CORPSH$319.4M5.75%851,624
10VMCVULCAN MATLS COSH$306.6M5.52%1,039,426

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Veritas Asset Management LLP hold as of Q2 2026?

Veritas Asset Management LLP reported 21 positions worth $5.56B in its Q2 2026 13F filing. Largest positions: AMZN (9.8%), MA (9.2%), CP (8.9%), AON (8.4%) and UNH (8.1%).

What did Veritas Asset Management LLP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Veritas Asset Management LLP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.