Q1 2026 · 13F-HR
Veritas Asset Management LLPholdings as filed
Filed 2026-05-14 · accession 0001172661-26-001833
$5.90B
Reported value
21
Positions
2026-03-31
Period end
The Brief · Veritas Asset Management LLP · Q1 2026
AI · grounded in 13F
Veritas Asset Management LLP closed its entire position in GOOGL, reducing its holdings by $574.9M. The fund also trimmed shares in AMZN by 40.1% and MSFT by 37.7%. Conversely, the fund accumulated more shares of MA, increasing its position by 34.9%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 023135106 | AMZN | AMAZON COM INC | $545.5M | 9.24% | 2,619,324 | Common | SOLE |
| 13646K108 | CP | CANADIAN PACIFIC KANSAS CITY | $539.2M | 9.13% | 6,854,361 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $531.3M | 9.00% | 1,063,314 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $509.3M | 8.63% | 1,882,071 | Common | SOLE |
| G0403H108 | AON | AON PLC | $490.7M | 8.31% | 1,520,277 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $480.7M | 8.14% | 1,298,635 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $420.7M | 7.13% | 2,253,886 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $415.8M | 7.04% | 845,995 | Common | SOLE |
| 941848103 | WAT | WATERS CORP | $357.6M | 6.06% | 1,200,813 | Common | SOLE |
| 45866F104 | ICE | INTERCONTINENTAL EXCHANGE IN | $337.7M | 5.72% | 2,147,051 | Common | SOLE |
| 075887109 | BDX | BECTON DICKINSON & CO | $318.0M | 5.39% | 2,022,830 | Common | SOLE |
| 16119P108 | CHTR | CHARTER COMMUNICATIONS INC | $240.3M | 4.07% | 1,113,053 | Common | SOLE |
| 448579102 | H | HYATT HOTELS CORP | $192.1M | 3.25% | 1,336,247 | Common | SOLE |
| 036752103 | ELV | ELEVANCE HEALTH INC FORMERLY | $186.0M | 3.15% | 635,371 | Common | SOLE |
| 893641100 | TDG | TRANSDIGM GROUP INC | $155.3M | 2.63% | 133,974 | Common | SOLE |
| 98978V103 | ZTS | ZOETIS INC | $148.1M | 2.51% | 1,252,898 | Common | SOLE |
| G5960L103 | MDT | MEDTRONIC PLC | $14.1M | 0.24% | 162,708 | Common | SOLE |
| 718172109 | PM | PHILIP MORRIS INTL INC | $11.1M | 0.19% | 67,036 | Common | SOLE |
| 553530106 | MSM | MSC INDL DIRECT INC | $7.0M | 0.12% | 75,386 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.5M | 0.02% | 4,342 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $1.0M | 0.02% | 10,020 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.