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Veritas Asset Management LLP

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13F filer, CIK 1541448, London, United Kingdom

Veritas Asset Management LLP reported $5,559,377,741 across 21 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-04. Its ten largest share positions make up 77.26% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-003051

Period
2026-06-30
Reported value
$5.56B
Holdings
21
Top 10 weight
77.26%
New
4
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SPGInew+830,609$338M
VMCnew+1,039,426$307M
SYKnew+533,784$168M
TMOadded+36,878$18.5M
OTISnew+105,652$7.56M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
CRMreduced-2,202,145-$345M
UNHreduced-803,870-$334M
CHTRexited-1,113,053-$240M
ZTSexited-1,252,898-$148M
WATreduced-349,189-$131M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001172661-26-003051, largest first. % of portfolio is the value over $5,559,377,741, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,742,823 shares; 2024Q4: 5,257,561 shares; 2025Q1: 5,002,919 shares; 2025Q2: 4,790,137 shares; 2025Q3: 4,587,764 shares; 2025Q4: 4,375,845 shares; 2026Q1: 2,619,324 shares; 2026Q2: 2,280,144 shares 2,280,144$543M9.78%-339,180Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,446,272 shares; 2024Q4: 867,937 shares; 2025Q1: 736,921 shares; 2025Q2: 695,212 shares; 2025Q3: 664,248 shares; 2025Q4: 787,850 shares; 2026Q1: 1,063,314 shares; 2026Q2: 995,345 shares 995,345$511M9.2%-67,969Timeline
CPCANADIAN PACIFIC KANSAS CITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,208,139 shares; 2024Q4: 11,189,446 shares; 2025Q1: 10,638,175 shares; 2025Q2: 10,010,259 shares; 2025Q3: 9,717,646 shares; 2025Q4: 9,344,449 shares; 2026Q1: 6,854,361 shares; 2026Q2: 5,727,867 shares 5,727,867$496M8.93%-1,126,494Timeline
AONAON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,010,557 shares; 2024Q4: 2,220,648 shares; 2025Q1: 1,839,697 shares; 2025Q2: 1,720,988 shares; 2025Q3: 2,053,673 shares; 2025Q4: 1,992,453 shares; 2026Q1: 1,520,277 shares; 2026Q2: 1,408,111 shares 1,408,111$467M8.4%-112,166Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,759,015 shares; 2024Q4: 1,547,220 shares; 2025Q1: 1,579,007 shares; 2025Q2: 3,107,991 shares; 2025Q3: 2,652,995 shares; 2025Q4: 2,532,631 shares; 2026Q1: 1,882,071 shares; 2026Q2: 1,078,201 shares 1,078,201$448M8.06%-803,870Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,130,476 shares; 2024Q4: 1,027,159 shares; 2025Q1: 1,333,052 shares; 2025Q2: 1,263,447 shares; 2025Q3: 1,218,105 shares; 2025Q4: 1,133,869 shares; 2026Q1: 845,995 shares; 2026Q2: 882,873 shares 882,873$443M7.96%+36,878Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,230,108 shares; 2024Q4: 2,010,982 shares; 2025Q1: 2,902,821 shares; 2025Q2: 3,009,598 shares; 2025Q3: 2,181,829 shares; 2025Q4: 2,085,994 shares; 2026Q1: 1,298,635 shares; 2026Q2: 1,131,674 shares 1,131,674$422M7.59%-166,961Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 830,609 shares 830,609$338M6.08%newTimeline
WATWATERS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 584,770 shares; 2025Q4: 1,241,206 shares; 2026Q1: 1,200,813 shares; 2026Q2: 851,624 shares 851,624$319M5.75%-349,189Timeline
VMCVULCAN MATLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,039,426 shares 1,039,426$307M5.52%newTimeline
HHYATT HOTELS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 204,801 shares; 2025Q4: 1,900,417 shares; 2026Q1: 1,336,247 shares; 2026Q2: 1,326,362 shares 1,326,362$257M4.62%-9,885Timeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,224,195 shares; 2024Q4: 3,750,592 shares; 2025Q1: 2,897,949 shares; 2025Q2: 2,160,038 shares; 2025Q3: 2,054,294 shares; 2025Q4: 2,867,517 shares; 2026Q1: 2,147,051 shares; 2026Q2: 1,983,591 shares 1,983,591$244M4.39%-163,460Timeline
BDXBECTON DICKINSON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,295,205 shares; 2024Q4: 2,057,554 shares; 2025Q1: 1,927,090 shares; 2025Q2: 2,102,044 shares; 2025Q3: 2,954,898 shares; 2025Q4: 2,874,579 shares; 2026Q1: 2,022,830 shares; 2026Q2: 1,393,329 shares 1,393,329$211M3.79%-629,501Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 141,842 shares; 2026Q1: 133,974 shares; 2026Q2: 137,969 shares 137,969$184M3.31%+3,995Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 533,784 shares 533,784$168M3.02%newTimeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,097,778 shares; 2024Q4: 986,738 shares; 2025Q1: 952,903 shares; 2025Q2: 913,358 shares; 2025Q3: 902,900 shares; 2025Q4: 873,993 shares; 2026Q1: 635,371 shares; 2026Q2: 428,672 shares 428,672$166M2.98%-206,699Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,545 shares; 2024Q4: 101,545 shares; 2025Q1: 86,784 shares; 2025Q2: 72,383 shares; 2025Q3: 67,036 shares; 2025Q4: 67,036 shares; 2026Q1: 67,036 shares; 2026Q2: 51,387 shares 51,387$9.3M0.17%-15,649Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,680,957 shares; 2024Q4: 2,432,713 shares; 2025Q1: 2,140,639 shares; 2025Q2: 2,063,844 shares; 2025Q3: 3,039,568 shares; 2025Q4: 2,965,053 shares; 2026Q1: 2,253,886 shares; 2026Q2: 51,741 shares 51,741$8.11M0.15%-2,202,145Timeline
OTISOTIS WORLDWIDE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 105,652 shares 105,652$7.56M0.14%newTimeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181,007 shares; 2024Q4: 181,007 shares; 2025Q1: 181,007 shares; 2025Q2: 181,007 shares; 2025Q3: 181,007 shares; 2025Q4: 181,007 shares; 2026Q1: 162,708 shares; 2026Q2: 96,690 shares 96,690$7.56M0.14%-66,018Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,302 shares; 2024Q4: 9,960 shares; 2025Q1: 9,960 shares; 2025Q2: 9,960 shares; 2025Q3: 9,960 shares; 2025Q4: 5,429 shares; 2026Q1: 4,342 shares; 2026Q2: 3,823 shares 3,823$1.83M0.03%-519Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
CHTRCHARTER COMMUNICATIONS INC1,113,053$240Mshares
ZTSZOETIS INC1,252,898$148Mshares
MSMMSC INDL DIRECT INC75,386$6.96Mshares
PDDPDD HOLDINGS INC10,020$1.02Mshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-26-003051 base2026-08-04acceptance time not in the bulk data set