account_balance
Investment manager · 13F filer · SEC CIK 1541448
Veritas Asset Management LLP
Reported value$5.37Bas of Sep 30, 2026
Positions22 2 new, 1 sold out
Top 10 weight78.4%AMZN alone is 11%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AMZNAmazon.com Inc
10.8%Added +2%
MSFTMicrosoft Corp
10.4%Trimmed −4%
MAMastercard Inc
10.0%Trimmed −3%
TMOThermo Fisher Scientific Inc.
8.2%Trimmed −26%
CPCanadian Pacific Kansas City Ltd
7.1%Trimmed −22%
ICEIntercontinental Exchange, Inc.
7.1%Added +26%
UNHUnitedHealth Group Inc
6.4%Trimmed −13%
VMCVulcan Materials CO
6.3%Added +33%
WATWaters Corp
6.3%Trimmed −10%
AONAon PLC
6.0%Trimmed −18%
SPGIS&P Global Inc.
5.7%Trimmed −6%
HHyatt Hotels Corp
4.5%+15%
AMZNAmazon.com Inc
10.8%+2%
MSFTMicrosoft Corp
10.4%
MAMastercard Inc
10.0%
TMOThermo Fisher Scientific Inc.
8.2%−26%
CPCanadian Pacific Kansas City Ltd
7.1%−22%
ICEIntercontinental Exchange, Inc.
7.1%+26%
UNHUnitedHealth Group Inc
6.4%
VMCVulcan Materials CO
6.3%
WATWaters Corp
6.3%
AONAon PLC
6.0%
SPGIS&P Global Inc.
5.7%
H4.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AMZN Amazon.com Inc 10.8% Added +2%MSFT Microsoft Corp 10.4% Trimmed −4%MA Mastercard Inc 10.0% Trimmed −3%TMO Thermo Fisher Scientific Inc. 8.2% Trimmed −26%CP Canadian Pacific Kansas City Ltd 7.1% Trimmed −22%ICE Intercontinental Exchange, Inc. 7.1% Added +26%UNH UnitedHealth Group Inc 6.4% Trimmed −13%VMC Vulcan Materials CO 6.3% Added +33%WAT Waters Corp 6.3% Trimmed −10%AON Aon PLC 6.0% Trimmed −18%SPGI S&P Global Inc. 5.7% Trimmed −6%H Hyatt Hotels Corp 4.5% Added +15%
What changed
Biggest moves since Jun 30, 2026
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