Arkolith/Funds/Veritas Asset Management LLP

Veritas Asset Management LLP

CIK 1541448Hedge fund
Holdings as of Mar 31, 2026·disclosed May 14, 2026·~44-day 13F lag·13F-HR
Active Filer

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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holdings, largest changes, and filing provenance.
Opened
0
new positions
Added to
1
existing
Trimmed
19
reduced
Sold out
6
exited

Concentration

Top-heavy: focused book

Top 5 holdings
44%
Top 10 holdings
78%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Health Care
26%
Financials
23%
Information Technology
22%
Consumer Discretionary
12%
Industrials
12%
Communication Services
4%
Consumer Staples
0%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

21 positions
#SecurityValueShares% PortLast moveHistory
1Amazon Com Inc
COM
$545.5M2.62M
9.2%
−40%
Reduced · −1.8M sh
2Canadian Pacific Kansas City
COM
$539.2M6.85M
9.1%
−27%
Reduced · −2.5M sh
3Mastercard Incorporated
CL A
$531.3M1.06M
9.0%
+35%
Added · +275K sh
4Unitedhealth Group Inc
COM
$509.3M1.88M
8.6%
−26%
Reduced · −651K sh
5Aon PLC
SHS CL A
$490.7M1.52M
8.3%
−24%
Reduced · −472K sh
6Microsoft Corp
COM
$480.7M1.30M
8.1%
−38%
Reduced · −787K sh
7Salesforce Inc
COM
$420.7M2.25M
7.1%
−24%
Reduced · −711K sh
8Thermo Fisher Scientific Inc
COM
$415.8M846.0K
7.0%
−25%
Reduced · −288K sh
9Waters Corp
COM
$357.6M1.20M
6.1%
−3.3%
Reduced · −40K sh
10Intercontinental Exchange In
COM
$337.7M2.15M
5.7%
−25%
Reduced · −720K sh
11Becton Dickinson & Co
COM
$318.0M2.02M
5.4%
−30%
Reduced · −852K sh
12Charter Communications Inc
CL A
$240.3M1.11M
4.1%
−27%
Reduced · −408K sh
13Hyatt Hotels Corp
COM CL A
$192.1M1.34M
3.3%
−30%
Reduced · −564K sh
14Elevance Health Inc Formerly
COM
$186.0M635.4K
3.2%
−27%
Reduced · −239K sh
15Transdigm Group Inc
COM
$155.3M134.0K
2.6%
−5.5%
Reduced · −8K sh
16Zoetis Inc
CL A
$148.1M1.25M
2.5%
−29%
Reduced · −509K sh
17Medtronic PLC
SHS
$14.1M162.7K
0.2%
−10%
Reduced · −18K sh
18Philip Morris Intl Inc
COM
$11.1M67.0K
0.2%
Held
19MSC Indl Direct Inc
CL A
$7.0M75.4K
0.1%
−20%
Reduced · −19K sh
20Taiwan Semiconductor Manufac
SPONSORED ADS
$1.5M4.3K
0.0%
−20%
Reduced · −1K sh
21PDD Holdings Inc
SPONSORED ADS
$1.0M10.0K
0.0%
−55%
Reduced · −12K sh
Showing all 21 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 14, 202621$5.9B13F-HR
Q4 2025Dec 31, 2025Feb 17, 202627$9.8B13F-HR
Q3 2025Sep 30, 2025Nov 4, 202530$9.4B13F-HR
Q2 2025Jun 30, 2025Aug 7, 202534$10.0B13F-HR
Q1 2025Mar 31, 2025May 15, 202535$9.9B13F-HR
Q4 2024Dec 31, 2024Feb 4, 202535$10.7B13F-HR
Q3 2024Sep 30, 2024Oct 29, 202434$13.5B13F-HR
Q2 2024Jun 30, 2024Aug 12, 202432$13.2B13F-HR
Q1 2024Mar 31, 2024May 10, 202433$13.8B13F-HR
Q4 2023Dec 31, 2023Feb 14, 202433$13.9B13F-HR
Q3 2023Sep 30, 2023Oct 20, 202335$13.3B13F-HR
Q2 2023Jun 30, 2023Aug 22, 202338$14.4B13F-HR/A
Q1 2023Mar 31, 2023May 10, 202334$13.5B13F-HR
Q4 2022Dec 31, 2022Feb 7, 202332$12.2B13F-HR
Q3 2022Sep 30, 2022Nov 10, 202237$12.1B13F-HR
Q2 2022Jun 30, 2022Aug 3, 202238$13.4B13F-HR
Q1 2022Mar 31, 2022May 6, 202235$16.3B13F-HR
Q4 2021Dec 31, 2021Feb 8, 202232$17.8B13F-HR
Q3 2021Sep 30, 2021Oct 29, 202133$17.4B13F-HR
Q2 2021Jun 30, 2021Jul 29, 202133$17.8B13F-HR
Q1 2021Mar 31, 2021May 13, 202135$18.3B13F-HR
Q4 2020Dec 31, 2020Feb 11, 202135$16.8B13F-HR
Q3 2020Sep 30, 2020Nov 12, 202030$14.4B13F-HR
Amended / restated
  • Q2 2023 · filed Aug 8, 202313F-HR · superseded

Data source

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.