Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Veritas Asset Management LLP (CIK 1541448) reported $5.90B across 21 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AMZN ($545.5M, 9.24%), CP ($539.2M, 9.13%), MA ($531.3M, 9.00%), UNH ($509.3M, 8.63%), AON ($490.7M, 8.31%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | $545.5M | 9.24% | 2.6M | Trimmed |
| 2 | CP | CANADIAN PACIFIC KANSAS CITY | $539.2M | 9.13% | 6.9M | Trimmed |
| 3 | MA | MASTERCARD INCORPORATED | $531.3M | 9.00% | 1.1M | Added |
| 4 | UNH | UNITEDHEALTH GROUP INC | $509.3M | 8.63% | 1.9M | Trimmed |
| 5 | AON | AON PLC | $490.7M | 8.31% | 1.5M | Trimmed |
| 6 | MSFT | MICROSOFT CORP | $480.7M | 8.14% | 1.3M | Trimmed |
| 7 | CRM | SALESFORCE INC | $420.7M | 7.13% | 2.3M | Trimmed |
| 8 | TMO | THERMO FISHER SCIENTIFIC INC | $415.8M | 7.04% | 845,995 | Trimmed |
| 9 | WAT | WATERS CORP | $357.6M | 6.06% | 1.2M | Trimmed |
| 10 | ICE | INTERCONTINENTAL EXCHANGE IN | $337.7M | 5.72% | 2.1M | Trimmed |
| 11 | BDX | BECTON DICKINSON & CO | $318.0M | 5.39% | 2.0M | Trimmed |
| 12 | CHTR | CHARTER COMMUNICATIONS INC | $240.3M | 4.07% | 1.1M | Trimmed |
| 13 | H | HYATT HOTELS CORP | $192.1M | 3.25% | 1.3M | Trimmed |
| 14 | ELV | ELEVANCE HEALTH INC FORMERLY | $186.0M | 3.15% | 635,371 | Trimmed |
| 15 | TDG | TRANSDIGM GROUP INC | $155.3M | 2.63% | 133,974 | Trimmed |
| 16 | ZTS | ZOETIS INC | $148.1M | 2.51% | 1.3M | Trimmed |
| 17 | MDT | MEDTRONIC PLC | $14.1M | 0.24% | 162,708 | Trimmed |
| 18 | PM | PHILIP MORRIS INTL INC | $11.1M | 0.19% | 67,036 | Hold |
| 19 | MSM | MSC INDL DIRECT INC | $7.0M | 0.12% | 75,386 | Trimmed |
| 20 | PDD | PDD HOLDINGS INC | $1.0M | 0.02% | 10,020 | Trimmed |
| 21 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.5M | 0.02% | 4,342 | Trimmed |
| 22 | BIO | BIO RAD LABS INC | $0 | 0.00% | 0 | Exited |
| 23 | GOOGL | ALPHABET INC | $0 | 0.00% | 0 | Exited |
| 24 | CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | Exited |
| 25 | HDB | HDFC BANK LTD | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31