Q2 2026 13F · SEC CIK 1541448
Veritas Asset Management LLP
Institutional asset managerFiled 2026-08-04 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $5.6B
- Reported positions
- 21
- Top holdings a year, 3 yrs
- +8.8%
- Assets under management
- $19.1B
Veritas Asset Management LLP is an institutional asset manager that reported 21 positions worth $5.6B in its Q2 2026 13F, filed 2026-08-04. Its largest holdings were Amazon Com Inc (AMZN, 9.8%), Mastercard Incorporated (MA, 9.2%), Canadian Pacific Kansas City (CP, 8.9%). A portfolio copying its top holdings returned 8.8% a year over the last 3 years, against 20.4% for the S&P 500.
Veritas Asset Management LLP holdings all 21 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| AMZNAmazon Com Inc | 9.8% | -12.9% | $543.4M |
| MAMastercard Incorporated | 9.2% | -6.4% | $511.2M |
| CPCanadian Pacific Kansas City | 8.9% | -16.4% | $496.3M |
| AONAon PLC | 8.4% | -7.4% | $467.1M |
| UNHUnitedhealth Group Inc | 8.1% | -42.7% | $448.1M |
| TMOThermo Fisher Scientific Inc | 8.0% | +4.4% | $442.6M |
| MSFTMicrosoft Corp | 7.6% | -12.9% | $422.1M |
| SPGIS&p Global Inc | 6.1% | — | $338.3M |
| WATWaters Corp | 5.7% | -29.1% | $319.4M |
| VMCVulcan Matls Co | 5.5% | — | $306.6M |
| HHyatt Hotels Corp | 4.6% | -0.7% | $257.1M |
| ICEIntercontinental Exchange Inc | 4.4% | -7.6% | $244.2M |
| BDXBecton Dickinson & Co | 3.8% | -31.1% | $210.9M |
| TDGTransdigm Group Inc | 3.3% | +3.0% | $183.8M |
| SYKStryker Corporation | 3.0% | — | $168.1M |
| ELVElevance Health Inc Formerly | 3.0% | -32.5% | $165.8M |
| PMPhilip Morris Intl Inc | 0.2% | -23.3% | $9.3M |
| CRMSalesforce Inc | 0.1% | -97.7% | $8.1M |
| OTISOtis Worldwide Corp | 0.1% | — | $7.6M |
| MDTMedtronic PLC | 0.1% | -40.6% | $7.6M |
| TSMTaiwan Semiconductor Manufac | 0.0% | -12.0% | $1.8M |
What Veritas Asset Management LLP bought and sold in Q2 2026, against Q1 2026.
New positions
- SPGI S&p Global Inc6.1% of 13F
- VMC Vulcan Matls Co5.5% of 13F
- SYK Stryker Corporation3.0% of 13F
- OTIS Otis Worldwide Corp0.1% of 13F
Added to
No position grew by more than 5%.
Reduced
- CRM Salesforce Inc-97.7% shares
- UNH Unitedhealth Group Inc-42.7% shares
- MDT Medtronic PLC-40.6% shares
- ELV Elevance Health Inc Formerly-32.5% shares
- BDX Becton Dickinson & Co-31.1% shares
- WAT Waters Corp-29.1% shares
- PM Philip Morris Intl Inc-23.3% shares
- CP Canadian Pacific Kansas City-16.4% shares
Sold out
- CHTR Charter Communications Incwas 4.1%
- ZTS Zoetis Incwas 2.5%
- MSM Msc Indl Direct Incwas 0.1%
- PDD Pdd Holdings Incwas 0.0%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +10.2% /yr
- S&P 500 +20.1%
- 3 years
- +8.8% /yr
- S&P 500 +20.4%
- 5 years
- +1.8% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $5.6B | 21 |
| Q1 2026 | $5.9B | 21 |
| Q4 2025 | $9.8B | 27 |
| Q3 2025 | $9.4B | 30 |
| Q2 2025 | $10.0B | 34 |
| Q1 2025 | $9.9B | 35 |
| Q4 2024 | $10.7B | 35 |
| Q3 2024 | $13.5B | 34 |
| Q2 2024 | $13.2B | 32 |
| Q1 2024 | $13.8B | 33 |
| Q4 2023 | $13.9B | 33 |
| Q3 2023 | $13.3B | 35 |
Questions about Veritas Asset Management LLP's portfolio
What stocks does Veritas Asset Management LLP own?
Veritas Asset Management LLP's latest 13F, for Q2 2026 and filed Aug 4, 2026, lists 21 positions worth $5.6B. The largest are Amazon Com Inc (AMZN) at 9.8%, Mastercard Incorporated (MA) at 9.2%, Canadian Pacific Kansas City (CP) at 8.9%, Aon PLC (AON) at 8.4% and Unitedhealth Group Inc (UNH) at 8.1%.
What did Veritas Asset Management LLP buy last quarter?
In Q2 2026, Veritas Asset Management LLP added a new position in S&p Global Inc (SPGI), a new position in Vulcan Matls Co (VMC), a new position in Stryker Corporation (SYK) and a new position in Otis Worldwide Corp (OTIS), compared with its Q1 2026 filing.
What did Veritas Asset Management LLP sell last quarter?
In Q2 2026, Veritas Asset Management LLP sold all of Charter Communications Inc (CHTR), sold all of Zoetis Inc (ZTS), sold all of Msc Indl Direct Inc (MSM), sold all of Pdd Holdings Inc (PDD), Salesforce Inc (CRM) (-97.7% shares), Unitedhealth Group Inc (UNH) (-42.7% shares) and Medtronic PLC (MDT) (-40.6% shares), compared with its Q1 2026 filing.
How has Veritas Asset Management LLP's portfolio performed?
A portfolio copying Veritas Asset Management LLP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +8.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +10.2% against +20.1%. Over 5 years: +1.8% a year against +11.6%.
When is Veritas Asset Management LLP's next 13F filing due?
13F filings are due 45 days after each quarter ends. Veritas Asset Management LLP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Veritas Asset Management LLP manage?
Veritas Asset Management LLP reported $19.1B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $5.6B.