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 Investment Management (UK) Ltd (CIK 1577920) reported $647.8M across 34 reported positions in its SEC 13F filing for 2021-12-31. Largest positions: UNH ($49.8M, 7.68%), TMO ($44.5M, 6.87%), LH ($39.9M, 6.16%), ACN ($39.0M, 6.02%), FNV ($38.6M, 5.96%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | UNH | UNITEDHEALTH GROUP | $49.8M | 7.68% | 99,122 | Trimmed |
| 2 | TMO | THERMO FISHER SCIENTIFIC | $44.5M | 6.87% | 66,719 | Trimmed |
| 3 | LH | LABORATORY CORP AMERICA HOLDINGS | $39.9M | 6.16% | 126,965 | Trimmed |
| 4 | ACN | ACCENTURE 'A' | $39.0M | 6.02% | 94,026 | Trimmed |
| 5 | FNV | FRANCO-NEVADA | $38.6M | 5.96% | 220,601 | Added |
| 6 | CERN | CERNER CORP | $37.5M | 5.79% | 404,074 | Trimmed |
| 7 | MA | MASTERCARD 'A' | $33.4M | 5.16% | 92,977 | Trimmed |
| 8 | TSCO | TRACTOR SUPPLY | $32.9M | 5.09% | 138,060 | Trimmed |
| 9 | MSFT | MICROSOFT | $32.7M | 5.05% | 97,309 | Trimmed |
| 10 | MMC | MARSH & MCLENNAN | $30.9M | 4.77% | 177,594 | Trimmed |
| 11 | FISV | FISERV | $28.4M | 4.39% | 273,695 | Trimmed |
| 12 | HAS | HASBRO | $26.8M | 4.13% | 263,029 | Trimmed |
| 13 | ADP | AUTOMATIC DATA PROCESSING | $25.9M | 4.00% | 105,053 | Trimmed |
| 14 | BR | BROADRIDGE FINANCIAL SOLUTIONS | $22.9M | 3.54% | 125,360 | Trimmed |
| 15 | APH | AMPHENOL 'A' | $22.0M | 3.40% | 251,890 | Trimmed |
| 16 | SNPS | SYNOPSYS | $21.2M | 3.27% | 57,560 | Trimmed |
| 17 | AVY | AVERY DENNISON | $20.4M | 3.15% | 94,101 | Trimmed |
| 18 | TSM | TAIWAN SEMICONDUCTOR -ADR SPONS.- | $20.0M | 3.09% | 166,567 | Added |
| 19 | ALGN | ALIGN TECHNOLOGY | $18.2M | 2.81% | 27,673 | Trimmed |
| 20 | INTU | INTUIT | $17.5M | 2.70% | 27,181 | Trimmed |
| 21 | AMZN | AMAZON.COM | $14.3M | 2.20% | 4,279 | Added |
| 22 | GOOG | ALPHABET 'C' -NON VOTING- | $14.0M | 2.17% | 4,850 | Trimmed |
| 23 | GOOGL | ALPHABET 'A' | $7.7M | 1.19% | 2,668 | Trimmed |
| 24 | BRK/B | BERKSHIRE HATHAWAY 'B' | $5.0M | 0.78% | 16,886 | Trimmed |
| 25 | JARDINE MATHESON HOLDINGS | $1.8M | 0.28% | 32,600 | Trimmed |
Source: SEC Form 13F filings · as of 2021-12-31