Veritas Asset Management LLP reported 21 holdings worth US$5.56B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 4, 2026
Veritas Asset Management LLP reported 21 holdings worth US$5.56B as of Jun 30, 2026. Largest: Amazon.com, Inc., Mastercard Incorporated and Canadian Pacific Kansas City Limited. Filed Aug 4, 2026 (Form 13F).
- Holdings
- 21
- Value as reported
- US$5.56B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Amazon.com, Inc. | 2.28M | US$543M | 9.8% |
| Mastercard Incorporated | 995K | US$511M | 9.2% |
| Canadian Pacific Kansas City Limited | 5.73M | US$496M | 8.9% |
| Unitedhealth Group Incorporated | 1.08M | US$448M | 8.1% |
| Thermo Fisher Scientific Inc | 883K | US$443M | 8.0% |
| Microsoft Corp. | 1.13M | US$422M | 7.6% |
| S&p Global Inc. | 831K | US$338M | 6.1% |
| Waters Corporation | 852K | US$319M | 5.7% |
| Vulcan Materials Company (holding Company) | 1.04M | US$307M | 5.5% |
| Hyatt Hotels Corporation | 1.33M | US$257M | 4.6% |
| Intercontinental Exchange Inc. | 1.98M | US$244M | 4.4% |
| Becton, Dickinson And Company | 1.39M | US$211M | 3.8% |
| Transdigm Group Inc. | 138K | US$184M | 3.3% |
| Stryker Corporation | 534K | US$168M | 3.0% |
| Elevance Health, Inc. | 429K | US$166M | 3.0% |
| Philip Morris International Inc | 51,387 | US$9.3M | 0.17% |
| Salesforce, Inc. | 51,741 | US$8.11M | 0.15% |
| Otis Worldwide Corporation | 106K | US$7.56M | 0.14% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 3,823 | US$1.83M | 0.03% |
| Charter Communications, Inc. | 0 | US$0 | 0.00% |
| Msc Industrial Direct Company, Inc. | 0 | US$0 | 0.00% |
| Zoetis Inc. | 0 | US$0 | 0.00% |