Veritas Asset Management LLP — 13F holdings

Veritas Asset Management LLP reported 21 holdings worth $5.56B in its 13F filing for Q2 2026, filed August 4, 2026.

Largest positions

1. AMZN AMAZON COM INC — $543M (9.8%)
2. MA MASTERCARD INCORPORATED — $511M (9.2%)
3. CP CANADIAN PACIFIC KANSAS CITY — $496M (8.9%)
4. AON AON PLC — $467M (8.4%)
5. UNH UNITEDHEALTH GROUP INC — $448M (8.1%)
6. TMO THERMO FISHER SCIENTIFIC INC — $443M (8.0%)
7. MSFT MICROSOFT CORP — $422M (7.6%)
8. SPGI S&P GLOBAL INC — $338M (6.1%)
9. WAT WATERS CORP — $319M (5.7%)
10. VMC VULCAN MATLS CO — $307M (5.5%)