§ 13F · FUND PROFILE
Veritas Asset Management LLP.
AUM · $5.6B (13F)Positions · 21Turnover · n/a · Q2Filed · Aug 4, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$821M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 2.28M | $543M | 9.8% | −13% |
| 2 | MA | MASTERCARD INCORPORATED | 995K | $511M | 9.2% | −6% |
| 3 | CP | CANADIAN PACIFIC KANSAS CITY | 5.73M | $496M | 8.9% | −16% |
| 4 | AON | AON PLC | 1.41M | $467M | 8.4% | −7% |
| 5 | UNH | UNITEDHEALTH GROUP INC | 1.08M | $448M | 8.1% | −43% |
| 6 | TMO | THERMO FISHER SCIENTIFIC INC | 883K | $443M | 8.0% | +4% |
| 7 | MSFT | MICROSOFT CORP | 1.13M | $422M | 7.6% | −13% |
| 8 | SPGI | S&P GLOBAL INC | 831K | $338M | 6.1% | NEW |
| 9 | WAT | WATERS CORP | 852K | $319M | 5.7% | −29% |
| 10 | VMC | VULCAN MATLS CO | 1.04M | $307M | 5.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE VERITAS SIGNAL
AC read
Veritas Asset Management LLP is a Other fund managing $5.6 billion in assets. The fund runs a focused portfolio of just 21 positions.
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