Filed: 2/17/2026ACC: 0001172661-26-000924
📋 What this filing means
VERITAS ASSET MANAGEMENT LLP filed this quarterly 13F‑HR report disclosing 27 equity positions with a total reported market value of $9.77B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
27
Positions
$9.77B
Total AUM (reported)
41.51M
Total Shares
Allocation by class
COM$6.98B71.5%
CL A$1.17B12.0%
SHS CL A$703.10M7.2%
CAP STK CL A$574.91M5.9%
COM CL A$304.67M3.1%
SHS$17.39M0.2%
SPONSORED ADS$16.94M0.2%
Portfolio Concentration
Top 3$2.85B29.2%
4–10$4.44B45.4%
11–25$2.48B25.3%
Rest$4.20M0.0%
Top 3 weight
29.2%
Top 10 weight
74.6%
Voting Authority Distribution
Total shares with voting rights: 41.51M
Sole
Full voting authority
41.51M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole27
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings27
Rows:
AMAZON COM INC
SOLEShares4.38M
TypeSH
Market value$1.01B
10.34%
Sole
4.38M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares2.09M
TypeSH
Market value$1.01B
10.32%
Sole
2.09M
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares2.53M
TypeSH
Market value$836.05M
8.55%
Sole
2.53M
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares2.97M
TypeSH
Market value$785.47M
8.04%
Sole
2.97M
Shared
0.00
None
0.00
AON PLC
SOLEShares1.99M
TypeSH
Market value$703.10M
7.19%
Sole
1.99M
Shared
0.00
None
0.00
CANADIAN PACIFIC KANSAS CITY
SOLEShares9.34M
TypeSH
Market value$688.03M
7.04%
Sole
9.34M
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares1.13M
TypeSH
Market value$657.02M
6.72%
Sole
1.13M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares1.84M
TypeSH
Market value$574.91M
5.88%
Sole
1.84M
Shared
0.00
None
0.00
BECTON DICKINSON & CO
SOLEShares2.87M
TypeSH
Market value$557.87M
5.71%
Sole
2.87M
Shared
0.00
None
0.00
WATERS CORP
SOLEShares1.24M
TypeSH
Market value$471.45M
4.82%
Sole
1.24M
Shared
0.00
None
0.00
INTERCONTINENTAL EXCHANGE IN
SOLEShares2.87M
TypeSH
Market value$464.42M
4.75%
Sole
2.87M
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares787.85K
TypeSH
Market value$449.77M
4.60%
Sole
787.85K
Shared
0.00
None
0.00
CHARTER COMMUNICATIONS INC N
SOLEShares1.52M
TypeSH
Market value$317.54M
3.25%
Sole
1.52M
Shared
0.00
None
0.00
ELEVANCE HEALTH INC FORMERLY
SOLEShares873.99K
TypeSH
Market value$306.38M
3.13%
Sole
873.99K
Shared
0.00
None
0.00
HYATT HOTELS CORP
SOLEShares1.90M
TypeSH
Market value$304.67M
3.12%
Sole
1.90M
Shared
0.00
None
0.00
ZOETIS INC
SOLEShares1.76M
TypeSH
Market value$221.70M
2.27%
Sole
1.76M
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares141.84K
TypeSH
Market value$188.63M
1.93%
Sole
141.84K
Shared
0.00
None
0.00
BIO RAD LABS INC
SOLEShares543.34K
TypeSH
Market value$164.63M
1.68%
Sole
543.34K
Shared
0.00
None
0.00
MEDTRONIC PLC
SOLEShares181.01K
TypeSH
Market value$17.39M
0.18%
Sole
181.01K
Shared
0.00
None
0.00
PHILIP MORRIS INTL INC
SOLEShares67.04K
TypeSH
Market value$10.75M
0.11%
Sole
67.04K
Shared
0.00
None
0.00
HDFC BANK LTD
SOLEShares224.36K
TypeSH
Market value$8.20M
0.08%
Sole
224.36K
Shared
0.00
None
0.00
MSC INDL DIRECT INC
SOLEShares94.54K
TypeSH
Market value$7.95M
0.08%
Sole
94.54K
Shared
0.00
None
0.00
COGNIZANT TECHNOLOGY SOLUTIO
SOLEShares78.09K
TypeSH
Market value$6.48M
0.07%
Sole
78.09K
Shared
0.00
None
0.00
NETEASE INC
SOLEShares32.96K
TypeSH
Market value$4.54M
0.05%
Sole
32.96K
Shared
0.00
None
0.00
SEA LTD
SOLEShares22.86K
TypeSH
Market value$2.92M
0.03%
Sole
22.86K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 4.38M | SH | $1.01B 10.34% | 4.38M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 2.09M | SH | $1.01B 10.32% | 2.09M | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 2.53M | SH | $836.05M 8.55% | 2.53M | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 2.97M | SH | $785.47M 8.04% | 2.97M | 0.00 | 0.00 |
AON PLCSOLE | SHS CL A | 1.99M | SH | $703.10M 7.19% | 1.99M | 0.00 | 0.00 |
CANADIAN PACIFIC KANSAS CITYSOLE | COM | 9.34M | SH | $688.03M 7.04% | 9.34M | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 1.13M | SH | $657.02M 6.72% | 1.13M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 1.84M | SH | $574.91M 5.88% | 1.84M | 0.00 | 0.00 |
BECTON DICKINSON & COSOLE | COM | 2.87M | SH | $557.87M 5.71% | 2.87M | 0.00 | 0.00 |
WATERS CORPSOLE | COM | 1.24M | SH | $471.45M 4.82% | 1.24M | 0.00 | 0.00 |
INTERCONTINENTAL EXCHANGE INSOLE | COM | 2.87M | SH | $464.42M 4.75% | 2.87M | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 787.85K | SH | $449.77M 4.60% | 787.85K | 0.00 | 0.00 |
CHARTER COMMUNICATIONS INC NSOLE | CL A | 1.52M | SH | $317.54M 3.25% | 1.52M | 0.00 | 0.00 |
ELEVANCE HEALTH INC FORMERLYSOLE | COM | 873.99K | SH | $306.38M 3.13% | 873.99K | 0.00 | 0.00 |
HYATT HOTELS CORPSOLE | COM CL A | 1.90M | SH | $304.67M 3.12% | 1.90M | 0.00 | 0.00 |
ZOETIS INCSOLE | CL A | 1.76M | SH | $221.70M 2.27% | 1.76M | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 141.84K | SH | $188.63M 1.93% | 141.84K | 0.00 | 0.00 |
BIO RAD LABS INCSOLE | CL A | 543.34K | SH | $164.63M 1.68% | 543.34K | 0.00 | 0.00 |
MEDTRONIC PLCSOLE | SHS | 181.01K | SH | $17.39M 0.18% | 181.01K | 0.00 | 0.00 |
PHILIP MORRIS INTL INCSOLE | COM | 67.04K | SH | $10.75M 0.11% | 67.04K | 0.00 | 0.00 |
HDFC BANK LTDSOLE | SPONSORED ADS | 224.36K | SH | $8.20M 0.08% | 224.36K | 0.00 | 0.00 |
MSC INDL DIRECT INCSOLE | CL A | 94.54K | SH | $7.95M 0.08% | 94.54K | 0.00 | 0.00 |
COGNIZANT TECHNOLOGY SOLUTIOSOLE | CL A | 78.09K | SH | $6.48M 0.07% | 78.09K | 0.00 | 0.00 |
NETEASE INCSOLE | SPONSORED ADS | 32.96K | SH | $4.54M 0.05% | 32.96K | 0.00 | 0.00 |
SEA LTDSOLE | SPONSORD ADS | 22.86K | SH | $2.92M 0.03% | 22.86K | 0.00 | 0.00 |
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