Veritas Asset Management LLP holds a focused book of 21 stocks worth $5.9B as of Q1 2026 (disclosed May 14, 2026, a ~45-day 13F lag). This quarter they trimmed Amazon.com Inc. Their largest long position is Amazon.com Inc at 9% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1541448/holdings"
Use Arkolith to show Veritas Asset Management LLP's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Amazon Com Inc COM | $545.5M | 2.62M | 9.2% | ▼−40% Reduced · −1.8M sh | |
| 2 | Canadian Pacific Kansas City COM | $539.2M | 6.85M | 9.1% | ▼−27% Reduced · −2.5M sh | |
| 3 | Mastercard Incorporated CL A | $531.3M | 1.06M | 9.0% | ▲+35% Added · +275K sh | |
| 4 | Unitedhealth Group Inc COM | $509.3M | 1.88M | 8.6% | ▼−26% Reduced · −651K sh | |
| 5 | Aon PLC SHS CL A | $490.7M | 1.52M | 8.3% | ▼−24% Reduced · −472K sh | |
| 6 | Microsoft Corp COM | $480.7M | 1.30M | 8.1% | ▼−38% Reduced · −787K sh | |
| 7 | Salesforce Inc COM | $420.7M | 2.25M | 7.1% | ▼−24% Reduced · −711K sh | |
| 8 | Thermo Fisher Scientific Inc COM | $415.8M | 846.0K | 7.0% | ▼−25% Reduced · −288K sh | |
| 9 | Waters Corp COM | $357.6M | 1.20M | 6.1% | ▼−3.3% Reduced · −40K sh | |
| 10 | Intercontinental Exchange In COM | $337.7M | 2.15M | 5.7% | ▼−25% Reduced · −720K sh | |
| 11 | Becton Dickinson & Co COM | $318.0M | 2.02M | 5.4% | ▼−30% Reduced · −852K sh | |
| 12 | Charter Communications Inc CL A | $240.3M | 1.11M | 4.1% | ▼−27% Reduced · −408K sh | |
| 13 | Hyatt Hotels Corp COM CL A | $192.1M | 1.34M | 3.3% | ▼−30% Reduced · −564K sh | |
| 14 | Elevance Health Inc Formerly COM | $186.0M | 635.4K | 3.2% | ▼−27% Reduced · −239K sh | |
| 15 | Transdigm Group Inc COM | $155.3M | 134.0K | 2.6% | ▼−5.5% Reduced · −8K sh | |
| 16 | Zoetis Inc CL A | $148.1M | 1.25M | 2.5% | ▼−29% Reduced · −509K sh | |
| 17 | Medtronic PLC SHS | $14.1M | 162.7K | 0.2% | ▼−10% Reduced · −18K sh | |
| 18 | Philip Morris Intl Inc COM | $11.1M | 67.0K | 0.2% | —Held | |
| 19 | MSC Indl Direct Inc CL A | $7.0M | 75.4K | 0.1% | ▼−20% Reduced · −19K sh | |
| 20 | Taiwan Semiconductor Manufac SPONSORED ADS | $1.5M | 4.3K | 0.0% | ▼−20% Reduced · −1K sh | |
| 21 | PDD Holdings Inc SPONSORED ADS | $1.0M | 10.0K | 0.0% | ▼−55% Reduced · −12K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 21 | $5.9B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 27 | $9.8B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 4, 2025 | 30 | $9.4B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 7, 2025 | 34 | $10.0B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 35 | $9.9B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 4, 2025 | 35 | $10.7B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 29, 2024 | 34 | $13.5B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 12, 2024 | 32 | $13.2B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 10, 2024 | 33 | $13.8B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 33 | $13.9B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 20, 2023 | 35 | $13.3B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 22, 2023 | 38 | $14.4B | 13F-HR/A |
| Q1 2023 | Mar 31, 2023 | May 10, 2023 | 34 | $13.5B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 7, 2023 | 32 | $12.2B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 10, 2022 | 37 | $12.1B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 3, 2022 | 38 | $13.4B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 6, 2022 | 35 | $16.3B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 8, 2022 | 32 | $17.8B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Oct 29, 2021 | 33 | $17.4B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 29, 2021 | 33 | $17.8B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 13, 2021 | 35 | $18.3B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 11, 2021 | 35 | $16.8B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 12, 2020 | 30 | $14.4B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.