Filed: 5/14/2026ACC: 0001172661-26-001833
📋 What this filing means
VERITAS ASSET MANAGEMENT LLP filed this quarterly 13F‑HR report disclosing 21 equity positions with a total reported market value of $5.90B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
21
Positions
$5.90B
Total AUM (reported)
28.50M
Total Shares
Allocation by class
COM$4.28B72.5%
CL A$926.64M15.7%
SHS CL A$490.72M8.3%
COM CL A$192.14M3.3%
SHS$14.10M0.2%
SPONSORED ADS$2.49M0.0%
Portfolio Concentration
Top 3$1.62B27.4%
4–10$3.01B51.0%
11–25$1.27B21.6%
Top 3 weight
27.4%
Top 10 weight
78.4%
Voting Authority Distribution
Total shares with voting rights: 28.50M
Sole
Full voting authority
28.50M
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)
Sole21
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings21
Rows:
AMAZON COM INC
SOLEShares2.62M
TypeSH
Market value$545.53M
9.24%
Sole
2.62M
Shared
0.00
None
0.00
CANADIAN PACIFIC KANSAS CITY
SOLEShares6.85M
TypeSH
Market value$539.16M
9.13%
Sole
6.85M
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares1.06M
TypeSH
Market value$531.30M
9.00%
Sole
1.06M
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares1.88M
TypeSH
Market value$509.27M
8.63%
Sole
1.88M
Shared
0.00
None
0.00
AON PLC
SOLEShares1.52M
TypeSH
Market value$490.72M
8.31%
Sole
1.52M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares1.30M
TypeSH
Market value$480.72M
8.14%
Sole
1.30M
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares2.25M
TypeSH
Market value$420.73M
7.13%
Sole
2.25M
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares846K
TypeSH
Market value$415.83M
7.04%
Sole
846K
Shared
0.00
None
0.00
WATERS CORP
SOLEShares1.20M
TypeSH
Market value$357.60M
6.06%
Sole
1.20M
Shared
0.00
None
0.00
INTERCONTINENTAL EXCHANGE IN
SOLEShares2.15M
TypeSH
Market value$337.69M
5.72%
Sole
2.15M
Shared
0.00
None
0.00
BECTON DICKINSON & CO
SOLEShares2.02M
TypeSH
Market value$318.05M
5.39%
Sole
2.02M
Shared
0.00
None
0.00
CHARTER COMMUNICATIONS INC
SOLEShares1.11M
TypeSH
Market value$240.29M
4.07%
Sole
1.11M
Shared
0.00
None
0.00
HYATT HOTELS CORP
SOLEShares1.34M
TypeSH
Market value$192.14M
3.25%
Sole
1.34M
Shared
0.00
None
0.00
ELEVANCE HEALTH INC FORMERLY
SOLEShares635.37K
TypeSH
Market value$186.00M
3.15%
Sole
635.37K
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares133.97K
TypeSH
Market value$155.27M
2.63%
Sole
133.97K
Shared
0.00
None
0.00
ZOETIS INC
SOLEShares1.25M
TypeSH
Market value$148.11M
2.51%
Sole
1.25M
Shared
0.00
None
0.00
MEDTRONIC PLC
SOLEShares162.71K
TypeSH
Market value$14.10M
0.24%
Sole
162.71K
Shared
0.00
None
0.00
PHILIP MORRIS INTL INC
SOLEShares67.04K
TypeSH
Market value$11.08M
0.19%
Sole
67.04K
Shared
0.00
None
0.00
MSC INDL DIRECT INC
SOLEShares75.39K
TypeSH
Market value$6.96M
0.12%
Sole
75.39K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares4.34K
TypeSH
Market value$1.47M
0.02%
Sole
4.34K
Shared
0.00
None
0.00
PDD HOLDINGS INC
SOLEShares10.02K
TypeSH
Market value$1.02M
0.02%
Sole
10.02K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 2.62M | SH | $545.53M 9.24% | 2.62M | 0.00 | 0.00 |
CANADIAN PACIFIC KANSAS CITYSOLE | COM | 6.85M | SH | $539.16M 9.13% | 6.85M | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 1.06M | SH | $531.30M 9.00% | 1.06M | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 1.88M | SH | $509.27M 8.63% | 1.88M | 0.00 | 0.00 |
AON PLCSOLE | SHS CL A | 1.52M | SH | $490.72M 8.31% | 1.52M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 1.30M | SH | $480.72M 8.14% | 1.30M | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 2.25M | SH | $420.73M 7.13% | 2.25M | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 846K | SH | $415.83M 7.04% | 846K | 0.00 | 0.00 |
WATERS CORPSOLE | COM | 1.20M | SH | $357.60M 6.06% | 1.20M | 0.00 | 0.00 |
INTERCONTINENTAL EXCHANGE INSOLE | COM | 2.15M | SH | $337.69M 5.72% | 2.15M | 0.00 | 0.00 |
BECTON DICKINSON & COSOLE | COM | 2.02M | SH | $318.05M 5.39% | 2.02M | 0.00 | 0.00 |
CHARTER COMMUNICATIONS INCSOLE | CL A | 1.11M | SH | $240.29M 4.07% | 1.11M | 0.00 | 0.00 |
HYATT HOTELS CORPSOLE | COM CL A | 1.34M | SH | $192.14M 3.25% | 1.34M | 0.00 | 0.00 |
ELEVANCE HEALTH INC FORMERLYSOLE | COM | 635.37K | SH | $186.00M 3.15% | 635.37K | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 133.97K | SH | $155.27M 2.63% | 133.97K | 0.00 | 0.00 |
ZOETIS INCSOLE | CL A | 1.25M | SH | $148.11M 2.51% | 1.25M | 0.00 | 0.00 |
MEDTRONIC PLCSOLE | SHS | 162.71K | SH | $14.10M 0.24% | 162.71K | 0.00 | 0.00 |
PHILIP MORRIS INTL INCSOLE | COM | 67.04K | SH | $11.08M 0.19% | 67.04K | 0.00 | 0.00 |
MSC INDL DIRECT INCSOLE | CL A | 75.39K | SH | $6.96M 0.12% | 75.39K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 4.34K | SH | $1.47M 0.02% | 4.34K | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 10.02K | SH | $1.02M 0.02% | 10.02K | 0.00 | 0.00 |