Veritas Asset Management LLP Diversified Active

Name: Veritas Asset Management LLP Q2 2026 13F Filing | 13F Explorer
Creator: Veritas Asset Management LLP
Published: 2026-08-04

Location: London, United Kingdom

CIK: 0001541448 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 4, 2026

Total Value: $5.559B (100.0% shares, 0.0% debt)

Holdings (21)

New Positions (4)

SPGI S&P GLOBAL INC 6.1%

Value $338M Shares 830,609 Est. Cost $407.26 Unrealized —

VMC VULCAN MATLS CO 5.5%

Value $307M Shares 1,039,426 Est. Cost $295.01 Unrealized —

SYK STRYKER CORPORATION 3.0%

Value $168M Shares 533,784 Est. Cost $314.84 Unrealized —

OTIS OTIS WORLDWIDE CORP 0.1%

Value $7.565M Shares 105,652 Est. Cost $71.60 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SPGI	S&P GLOBAL INC	830,609	$338M	6.1%	$407.26	—	COM	78409V104
VMC	VULCAN MATLS CO	1,039,426	$307M	5.5%	$295.01	—	COM	929160109
SYK	STRYKER CORPORATION	533,784	$168M	3.0%	$314.84	—	COM	863667101
OTIS	OTIS WORLDWIDE CORP	105,652	$7.565M	0.1%	$71.60	—	COM	68902V107

Increased Positions (2)

TDG TRANSDIGM GROUP INC 3.3%

Value $184M (+18.4%) Shares 137,969 (+3.0%) Est. Cost $1311.37 Unrealized —

TMO THERMO FISHER SCIENTIFIC INC 8.0%

Value $443M (+6.4%) Shares 882,873 (+4.4%) Est. Cost $411.27 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
TDG	TRANSDIGM GROUP INC	137,969 (+3.0%)	$184M (+18.4%)	3.3%	$1311.37	—	COM	893641100
TMO	THERMO FISHER SCIENTIFIC INC	882,873 (+4.4%)	$443M (+6.4%)	8.0%	$411.27	—	COM	883556102

Exited Positions (4)

CHTR CHARTER COMMUNICATIONS INC 4.3%

Value $240M Shares 1,113,053 Est. Cost $364.78 Unrealized —

ZTS ZOETIS INC 2.7%

Value $148M Shares 1,252,898 Est. Cost $163.36 Unrealized —

MSM MSC INDL DIRECT INC 0.1%

Value $6.956M Shares 75,386 Est. Cost $71.44 Unrealized —

PDD PDD HOLDINGS INC 0.0%

Value $1.024M Shares 10,020 Est. Cost $134.81 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CHTR	CHARTER COMMUNICATIONS INC	1,113,053	$240M	4.3%	$364.78	—	—	16119P108
ZTS	ZOETIS INC	1,252,898	$148M	2.7%	$163.36	—	—	98978V103
MSM	MSC INDL DIRECT INC	75,386	$6.956M	0.1%	$71.44	—	—	553530106
PDD	PDD HOLDINGS INC	10,020	$1.024M	0.0%	$134.81	—	—	722304102

Decreased Positions (14)

CRM SALESFORCE INC 0.1%

Value $8.106M (-98.1%) Shares 51,741 (-97.7%) Est. Cost $253.05 Unrealized —

BDX BECTON DICKINSON & CO 3.8%

Value $211M (-33.7%) Shares 1,393,329 (-31.1%) Est. Cost $209.29 Unrealized —

ICE INTERCONTINENTAL EXCHANGE IN 4.4%

Value $244M (-27.7%) Shares 1,983,591 (-7.6%) Est. Cost $110.51 Unrealized —

UNH UNITEDHEALTH GROUP INC 8.1%

Value $448M (-12.0%) Shares 1,078,201 (-42.7%) Est. Cost $318.33 Unrealized —

MSFT MICROSOFT CORP 7.6%

Value $422M (-12.2%) Shares 1,131,674 (-12.9%) Est. Cost $312.14 Unrealized —

CP CANADIAN PACIFIC KANSAS CITY 8.9%

Value $496M (-7.9%) Shares 5,727,867 (-16.4%) Est. Cost $77.41 Unrealized —

WAT WATERS CORP 5.7%

Value $319M (-10.7%) Shares 851,624 (-29.1%) Est. Cost $336.77 Unrealized —

AON AON PLC 8.4%

Value $467M (-4.8%) Shares 1,408,111 (-7.4%) Est. Cost $312.70 Unrealized —

ELV ELEVANCE HEALTH INC FORMERLY 3.0%

Value $166M (-10.9%) Shares 428,672 (-32.5%) Est. Cost $442.30 Unrealized —

MA MASTERCARD INCORPORATED 9.2%

Value $511M (-3.8%) Shares 995,345 (-6.4%) Est. Cost $406.76 Unrealized —

MDT MEDTRONIC PLC 0.1%

Value $7.564M (-46.3%) Shares 96,690 (-40.6%) Est. Cost $85.33 Unrealized —

AMZN AMAZON COM INC 9.8%

Value $543M (-0.4%) Shares 2,280,144 (-12.9%) Est. Cost $127.36 Unrealized —

PM PHILIP MORRIS INTL INC 0.2%

Value $9.296M (-16.1%) Shares 51,387 (-23.3%) Est. Cost $60.69 Unrealized —

TSM TAIWAN SEMICONDUCTOR MANUFAC 0.0%

Value $1.826M (+24.4%) Shares 3,823 (-12.0%) Est. Cost $71.95 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CRM	SALESFORCE INC	51,741 (-97.7%)	$8.106M (-98.1%)	0.1%	$253.05	—	COM	79466L302
BDX	BECTON DICKINSON & CO	1,393,329 (-31.1%)	$211M (-33.7%)	3.8%	$209.29	—	COM	075887109
ICE	INTERCONTINENTAL EXCHANGE IN	1,983,591 (-7.6%)	$244M (-27.7%)	4.4%	$110.51	—	COM	45866F104
UNH	UNITEDHEALTH GROUP INC	1,078,201 (-42.7%)	$448M (-12.0%)	8.1%	$318.33	—	COM	91324P102
MSFT	MICROSOFT CORP	1,131,674 (-12.9%)	$422M (-12.2%)	7.6%	$312.14	—	COM	594918104
CP	CANADIAN PACIFIC KANSAS CITY	5,727,867 (-16.4%)	$496M (-7.9%)	8.9%	$77.41	—	COM	13646K108
WAT	WATERS CORP	851,624 (-29.1%)	$319M (-10.7%)	5.7%	$336.77	—	COM	941848103
AON	AON PLC	1,408,111 (-7.4%)	$467M (-4.8%)	8.4%	$312.70	—	SHS CL A	G0403H108
ELV	ELEVANCE HEALTH INC FORMERLY	428,672 (-32.5%)	$166M (-10.9%)	3.0%	$442.30	—	COM	036752103
MA	MASTERCARD INCORPORATED	995,345 (-6.4%)	$511M (-3.8%)	9.2%	$406.76	—	CL A	57636Q104
MDT	MEDTRONIC PLC	96,690 (-40.6%)	$7.564M (-46.3%)	0.1%	$85.33	—	SHS	G5960L103
AMZN	AMAZON COM INC	2,280,144 (-12.9%)	$543M (-0.4%)	9.8%	$127.36	—	COM	023135106
PM	PHILIP MORRIS INTL INC	51,387 (-23.3%)	$9.296M (-16.1%)	0.2%	$60.69	—	COM	718172109
TSM	TAIWAN SEMICONDUCTOR MANUFAC	3,823 (-12.0%)	$1.826M (+24.4%)	0.0%	$71.95	—	SPONSORED ADS	874039100

Unchanged Positions (1)

H HYATT HOTELS CORP 4.6%

Value $257M Shares 1,326,362 Est. Cost $152.05 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
H	HYATT HOTELS CORP	1,326,362	$257M	4.6%	$152.05	—	COM CL A	448579102