☆Veritas Asset Management LLP
Quality Q
0.871
AUM ($M)
5,559
Positions
21
Turnover
0.19
Top-10 wt
77%
Herfindahl
0.070
History (qtrs)
6
Excess Return
—
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Holdings · 25 positions · portfolio value $5,559M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆AMZN funds › | AMAZON COM INC | TRIM | — | 9.8% | +0.5% | 543.4 | 2,280,144 | -339,180 | 5 | — |
| ☆MA funds › | MASTERCARD INCORPORATED | TRIM | — | 9.2% | +0.2% | 511.2 | 995,345 | -67,969 | 5 | — |
| ☆CP funds › | CANADIAN PACIFIC KANSAS CITY | TRIM | — | 8.9% | -0.2% | 496.3 | 5,727,867 | -1,126,494 | 5 | — |
| ☆AON funds › | AON PLC | TRIM | — | 8.4% | +0.1% | 467.1 | 1,408,111 | -112,166 | 5 | — |
| ☆UNH funds › | UNITEDHEALTH GROUP INC | TRIM | — | 8.1% | -0.6% | 448.1 | 1,078,201 | -803,870 | 5 | — |
| ☆TMO funds › | THERMO FISHER SCIENTIFIC INC | ADD | — | 8.0% | +0.9% | 442.6 | 882,873 | +36,878 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | TRIM | — | 7.6% | -0.6% | 422.1 | 1,131,674 | -166,961 | 5 | — |
| ☆SPGI funds › | S&P GLOBAL INC | NEW | — | 6.1% | +6.1% | 338.3 | 830,609 | +830,609 | 1 | — |
| ☆WAT funds › | WATERS CORP | TRIM | — | 5.7% | -0.3% | 319.4 | 851,624 | -349,189 | 4 | — |
| ☆VMC funds › | VULCAN MATLS CO | NEW | — | 5.5% | +5.5% | 306.6 | 1,039,426 | +1,039,426 | 1 | — |
| ☆H funds › | HYATT HOTELS CORP | TRIM | — | 4.6% | +1.4% | 257.1 | 1,326,362 | -9,885 | 4 | — |
| ☆ICE funds › | INTERCONTINENTAL EXCHANGE IN | TRIM | — | 4.4% | -1.3% | 244.2 | 1,983,591 | -163,460 | 5 | — |
| ☆BDX funds › | BECTON DICKINSON & CO | TRIM | — | 3.8% | -1.6% | 210.9 | 1,393,329 | -629,501 | 5 | — |
| ☆TDG funds › | TRANSDIGM GROUP INC | ADD | — | 3.3% | +0.7% | 183.8 | 137,969 | +3,995 | 3 | — |
| ☆SYK funds › | STRYKER CORPORATION | NEW | — | 3.0% | +3.0% | 168.1 | 533,784 | +533,784 | 1 | — |
| ☆ELV funds › | ELEVANCE HEALTH INC FORMERLY | TRIM | — | 3.0% | -0.2% | 165.8 | 428,672 | -206,699 | 5 | — |
| ☆PM funds › | PHILIP MORRIS INTL INC | TRIM | — | 0.2% | -0.0% | 9.3 | 51,387 | -15,649 | 5 | — |
| ☆CRM funds › | SALESFORCE INC | TRIM | — | 0.1% | -7.0% | 8.1 | 51,741 | -2,202,145 | 5 | — |
| ☆OTIS funds › | OTIS WORLDWIDE CORP | NEW | — | 0.1% | +0.1% | 7.6 | 105,652 | +105,652 | 1 | — |
| ☆MDT funds › | MEDTRONIC PLC | TRIM | — | 0.1% | -0.1% | 7.6 | 96,690 | -66,018 | 5 | — |
| ☆TSM funds › | TAIWAN SEMICONDUCTOR MANUFAC | TRIM | — | 0.0% | +0.0% | 1.8 | 3,823 | -519 | 5 | — |
| ☆CHTR funds › | CHARTER COMMUNICATIONS INC | EXIT | — | 0.0% | -4.1% | 0.0 | 0 | -1,113,053 | 0 | — |
| ☆ZTS funds › | ZOETIS INC | EXIT | — | 0.0% | -2.5% | 0.0 | 0 | -1,252,898 | 0 | — |
| ☆MSM funds › | MSC INDL DIRECT INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -75,386 | 0 | — |
| ☆PDD funds › | PDD HOLDINGS INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -10,020 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 5,559 | 21 | 0.19 | 77% | 0.070 | 0.869 | — | in |
| 2026Q1 | 5,903 | 21 | 0.12 | 78% | 0.071 | 0.930 | — | in |
| 2025Q4 | 9,773 | 27 | 0.10 | 75% | 0.067 | 0.938 | — | in |
| 2025Q3 | 9,360 | 30 | 0.11 | 79% | 0.073 | 0.945 | — | in |
| 2025Q2 | 9,996 | 34 | 0.10 | 79% | 0.078 | 0.959 | — | entered |
| 2025Q1 | 9,901 | 35 | 0.00 | 75% | 0.068 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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