StockDriftsStockDriftsTop 21 Veritas Asset Management LLP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 9.78% | 2.28M | $543.4M | -12.95%(-339.18K) | $150.72(+74.18%) | 2026-06-30 | |
| MA | MASTERCARD INCORPORATED | 9.2% | 995.3K | $511.2M | -6.39%(-67.97K) | $403.50(+40.48%) | 2026-06-30 | |
| CP | CANADIAN PACIFIC KANSAS CITY | 8.93% | 5.73M | $496.3M | -16.43%(-1.13M) | $50.28(+87.71%) | 2026-06-30 | |
| AON | AON PLC | 8.4% | 1.41M | $467.1M | -7.38%(-112.17K) | $322.02(+10.50%) | 2026-06-30 | |
| UNH | UNITEDHEALTH GROUP INC | 8.06% | 1.08M | $448.1M | -42.71%(-803.87K) | $339.24(+16.88%) | 2026-06-30 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 7.96% | 882.9K | $442.6M | +4.36%(+36.88K) | $404.51(+45.91%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 7.59% | 1.13M | $422.1M | -12.86%(-166.96K) | $267.59(+81.65%) | 2026-06-30 | |
| SPGI | S&P GLOBAL INC | 6.08% | 830.6K | $338.3M | new | $401.44(+3.54%) | 2026-06-30 | |
| WAT | WATERS CORP | 5.75% | 851.6K | $319.4M | -29.08%(-349.19K) | $332.57(+22.90%) | 2026-06-30 | |
| VMC | VULCAN MATLS CO | 5.52% | 1.04M | $306.6M | new | $280.98(-0.17%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +3.10% | +9.60% | +0.09% | +0.44% |
| Top 20 Holdings Unweighted | +4.55% | +14.28% | -0.14% | -0.69% |
Veritas Asset Management LLP reports $5.56B in US-listed equity holdings across 21 positions in its most recent 13F filing. Its largest disclosed positions are AMZN (9.8%), MA (9.2%) and CP (8.9%). The top 20 holdings account for 99.98% of reported assets. Its disclosed equity book has returned +9.60% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Veritas Asset Management LLP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1541448). View Veritas Asset Management LLP’s 13F filings on SEC