Veritas Asset Management LLP holds a focused book of 21 stocks worth $5.6B as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened S&P Global Inc and trimmed Amazon.com Inc. Their largest long position is Amazon.com Inc at 10% of the equity book.
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
Other tracked managers holding the same core names as Veritas Asset Management LLP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 31 / 21 | $690.2B |
| STATE STREET CORP | 31 / 21 | $403.9B |
| FMR LLC | 31 / 21 | $275.1B |
| MORGAN STANLEY | 31 / 21 | $170.6B |
| JPMORGAN CHASE & CO | 31 / 21 | $163.6B |
| BANK OF AMERICA CORP /DE/ | 31 / 21 | $93.5B |
| NORTHERN TRUST CORP | 31 / 21 | $93.1B |
| GOLDMAN SACHS GROUP INC | 31 / 21 | $75.9B |
Ranked by how many of Veritas Asset Management LLP's top 21 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
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 | $543.4M | 2.28M | 9.8% | ▼−13% Reduced · −339K sh | |
| 2 | Mastercard Incorporated CL A | $511.2M | 995.3K | 9.2% | ▼−6.4% Reduced · −68K sh | |
| 3 | Canadian Pacific Kansas City COM | $496.3M | 5.73M | 8.9% | ▼−16% Reduced · −1.1M sh | |
| 4 | Aon PLC SHS CL A | $467.1M | 1.41M | 8.4% | ▼−7.4% Reduced · −112K sh | |
| 5 | Unitedhealth Group Inc COM | $448.1M | 1.08M | 8.1% | ▼−43% Reduced · −804K sh | |
| 6 | Thermo Fisher Scientific Inc COM | $442.6M | 882.9K | 8.0% | ▲+4.3% Added · +37K sh | |
| 7 | Microsoft Corp COM | $422.1M | 1.13M | 7.6% | ▼−13% Reduced · −167K sh | |
| 8 | S&P Global Inc COM | $338.3M | 830.6K | 6.1% | ▲New New position | |
| 9 | Waters Corp COM | $319.4M | 851.6K | 5.7% | ▼−29% Reduced · −349K sh | |
| 10 | Vulcan Matls Co COM | $306.6M | 1.04M | 5.5% | ▲New New position | |
| 11 | Hyatt Hotels Corp COM CL A | $257.1M | 1.33M | 4.6% | ▼−0.7% Reduced · −10K sh | |
| 12 | Intercontinental Exchange In COM | $244.2M | 1.98M | 4.4% | ▼−7.6% Reduced · −163K sh | |
| 13 | Becton Dickinson & Co COM | $210.9M | 1.39M | 3.8% | ▼−31% Reduced · −630K sh | |
| 14 | Transdigm Group Inc COM | $183.8M | 138.0K | 3.3% | ▲+3.0% Added · +4K sh | |
| 15 | Stryker Corporation COM | $168.1M | 533.8K | 3.0% | ▲New New position | |
| 16 | Elevance Health Inc Formerly COM | $165.8M | 428.7K | 3.0% | ▼−33% Reduced · −207K sh | |
| 17 | Philip Morris Intl Inc COM | $9.3M | 51.4K | 0.2% | ▼−23% Reduced · −16K sh | |
| 18 | Salesforce Inc COM | $8.1M | 51.7K | 0.1% | ▼−98% Reduced · −2.2M sh | |
| 19 | Otis Worldwide Corp COM | $7.6M | 105.7K | 0.1% | ▲New New position | |
| 20 | Medtronic PLC SHS | $7.6M | 96.7K | 0.1% | ▼−41% Reduced · −66K sh | |
| 21 | Taiwan Semiconductor Manufac SPONSORED ADS | $1.8M | 3.8K | 0.0% | ▼−12% Reduced · −519 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 4, 2026 | 21 | $5.6B | 13F-HR |
| 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 |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.