Veritas Asset Management LLP: 13F holdings
CIK 15414482026Q2
| Positions | 21 |
|---|---|
| Reported value | $5.6bn |
| Filed | 2026-08-04 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AMZN AMAZON COM INC | 2,280,144 | $543.4m | 9.8% |
| MA MASTERCARD INCORPORATED | 995,345 | $511.2m | 9.2% |
| CP CANADIAN PACIFIC KANSAS CITY | 5,727,867 | $496.3m | 8.9% |
| AON PLC | 1,408,111 | $467.1m | 8.4% |
| UNH UNITEDHEALTH GROUP INC | 1,078,201 | $448.1m | 8.1% |
| TMO THERMO FISHER SCIENTIFIC INC | 882,873 | $442.6m | 8.0% |
| MSFT MICROSOFT CORP | 1,131,674 | $422.1m | 7.6% |
| SPGI S&P GLOBAL INC | 830,609 | $338.3m | 6.1% |
| WAT WATERS CORP | 851,624 | $319.4m | 5.7% |
| VMC VULCAN MATLS CO | 1,039,426 | $306.6m | 5.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1541448")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.