Filed: 8/4/2026ACC: 0001172661-26-003051
📋 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 $5.56B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
21
Positions
$5.56B
Total AUM (reported)
22.34M
Total Shares
Allocation by class
COM$4.31B77.6%
CL A$511.21M9.2%
SHS CL A$467.06M8.4%
COM CL A$257.10M4.6%
SHS$7.56M0.1%
SPONSORED ADS$1.83M0.0%
Portfolio Concentration
Top 3$1.55B27.9%
4–10$2.74B49.4%
11–25$1.26B22.7%
Top 3 weight
27.9%
Top 10 weight
77.3%
Voting Authority Distribution
Total shares with voting rights: 22.34M
Sole
Full voting authority
22.34M
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
SOLEShares2.28M
TypeSH
Market value$543.45M
9.78%
Sole
2.28M
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares995.35K
TypeSH
Market value$511.21M
9.20%
Sole
995.35K
Shared
0.00
None
0.00
CANADIAN PACIFIC KANSAS CITY
SOLEShares5.73M
TypeSH
Market value$496.32M
8.93%
Sole
5.73M
Shared
0.00
None
0.00
AON PLC
SOLEShares1.41M
TypeSH
Market value$467.06M
8.40%
Sole
1.41M
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares1.08M
TypeSH
Market value$448.13M
8.06%
Sole
1.08M
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares882.87K
TypeSH
Market value$442.64M
7.96%
Sole
882.87K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares1.13M
TypeSH
Market value$422.14M
7.59%
Sole
1.13M
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares830.61K
TypeSH
Market value$338.27M
6.08%
Sole
830.61K
Shared
0.00
None
0.00
WATERS CORP
SOLEShares851.62K
TypeSH
Market value$319.39M
5.75%
Sole
851.62K
Shared
0.00
None
0.00
VULCAN MATLS CO
SOLEShares1.04M
TypeSH
Market value$306.64M
5.52%
Sole
1.04M
Shared
0.00
None
0.00
HYATT HOTELS CORP
SOLEShares1.33M
TypeSH
Market value$257.10M
4.62%
Sole
1.33M
Shared
0.00
None
0.00
INTERCONTINENTAL EXCHANGE IN
SOLEShares1.98M
TypeSH
Market value$244.20M
4.39%
Sole
1.98M
Shared
0.00
None
0.00
BECTON DICKINSON & CO
SOLEShares1.39M
TypeSH
Market value$210.85M
3.79%
Sole
1.39M
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares137.97K
TypeSH
Market value$183.78M
3.31%
Sole
137.97K
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares533.78K
TypeSH
Market value$168.06M
3.02%
Sole
533.78K
Shared
0.00
None
0.00
ELEVANCE HEALTH INC FORMERLY
SOLEShares428.67K
TypeSH
Market value$165.78M
2.98%
Sole
428.67K
Shared
0.00
None
0.00
PHILIP MORRIS INTL INC
SOLEShares51.39K
TypeSH
Market value$9.30M
0.17%
Sole
51.39K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares51.74K
TypeSH
Market value$8.11M
0.15%
Sole
51.74K
Shared
0.00
None
0.00
OTIS WORLDWIDE CORP
SOLEShares105.65K
TypeSH
Market value$7.56M
0.14%
Sole
105.65K
Shared
0.00
None
0.00
MEDTRONIC PLC
SOLEShares96.69K
TypeSH
Market value$7.56M
0.14%
Sole
96.69K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares3.82K
TypeSH
Market value$1.83M
0.03%
Sole
3.82K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 2.28M | SH | $543.45M 9.78% | 2.28M | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 995.35K | SH | $511.21M 9.20% | 995.35K | 0.00 | 0.00 |
CANADIAN PACIFIC KANSAS CITYSOLE | COM | 5.73M | SH | $496.32M 8.93% | 5.73M | 0.00 | 0.00 |
AON PLCSOLE | SHS CL A | 1.41M | SH | $467.06M 8.40% | 1.41M | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 1.08M | SH | $448.13M 8.06% | 1.08M | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 882.87K | SH | $442.64M 7.96% | 882.87K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 1.13M | SH | $422.14M 7.59% | 1.13M | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 830.61K | SH | $338.27M 6.08% | 830.61K | 0.00 | 0.00 |
WATERS CORPSOLE | COM | 851.62K | SH | $319.39M 5.75% | 851.62K | 0.00 | 0.00 |
VULCAN MATLS COSOLE | COM | 1.04M | SH | $306.64M 5.52% | 1.04M | 0.00 | 0.00 |
HYATT HOTELS CORPSOLE | COM CL A | 1.33M | SH | $257.10M 4.62% | 1.33M | 0.00 | 0.00 |
INTERCONTINENTAL EXCHANGE INSOLE | COM | 1.98M | SH | $244.20M 4.39% | 1.98M | 0.00 | 0.00 |
BECTON DICKINSON & COSOLE | COM | 1.39M | SH | $210.85M 3.79% | 1.39M | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 137.97K | SH | $183.78M 3.31% | 137.97K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 533.78K | SH | $168.06M 3.02% | 533.78K | 0.00 | 0.00 |
ELEVANCE HEALTH INC FORMERLYSOLE | COM | 428.67K | SH | $165.78M 2.98% | 428.67K | 0.00 | 0.00 |
PHILIP MORRIS INTL INCSOLE | COM | 51.39K | SH | $9.30M 0.17% | 51.39K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 51.74K | SH | $8.11M 0.15% | 51.74K | 0.00 | 0.00 |
OTIS WORLDWIDE CORPSOLE | COM | 105.65K | SH | $7.56M 0.14% | 105.65K | 0.00 | 0.00 |
MEDTRONIC PLCSOLE | SHS | 96.69K | SH | $7.56M 0.14% | 96.69K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 3.82K | SH | $1.83M 0.03% | 3.82K | 0.00 | 0.00 |