This page follows Veritas Asset Management LLP’s institutional portfolio moves as disclosed in its SEC Form 13F filings, updated every quarter as new filings become public. Each entry below reflects a snapshot of holdings at quarter-end, not the exact date a trade happened, since 13F filings report position sizes rather than trade timestamps. Use this as a running record of how the fund’s disclosed U.S. equity holdings have shifted over time.
For the quarter ending 2026-06-30, Veritas Asset Management LLP disclosed several new positions, a handful of position increases, and a longer list of trims and exits. On the buying side, the fund opened new stakes in S&P Global (SPGI) worth $338,273,821, Vulcan Materials worth $306,641,064, and Stryker (SYK) worth $168,056,555. A much smaller new position was also opened in Otis Worldwide (OTIS), valued at $7,564,683. Existing positions that grew this quarter include Hyatt Hotels (H), up 34% to $257,102,010, TransDigm Group (TDG), up 18% to $183,780,227, and Thermo Fisher Scientific (TMO), up 6% to $442,637,207.
Positions Reduced or Exited
The filing also shows a wider set of reductions. Salesforce (CRM) saw the steepest cut, down 98% from $420,732,900 to $8,105,745, effectively winding the position down to a token size. Becton Dickinson (BDX) was reduced by 34% to $210,852,478, and Intercontinental Exchange fell 28% to $244,199,888. Medtronic (MDT) was trimmed 46% to $7,564,059, though the remaining stake is small in dollar terms. Other reductions included Elevance Health (down 11% to $165,780,323), Canadian Pacific Kansas City (down 8% to $496,319,676), Microsoft (MSFT, down 12% to $422,137,035), UnitedHealth Group (UNH, down 12% to $448,132,682), Waters Corp (down 11% to $319,393,065), and Philip Morris International (down 16% to $9,296,422). Charter Communications and Zoetis (ZTS) were exited entirely, with prior values of $240,285,882 and $148,105,073 respectively, and the fund’s small MSC Industrial Direct stake, worth $6,955,866, was also closed out.
Reading the Pattern
Taken together, the quarter shows Veritas Asset Management LLP adding fresh exposure in industrials and healthcare-adjacent names like Vulcan Materials and Stryker while paring back several large, long-held positions such as Salesforce, Becton Dickinson, and Intercontinental Exchange. None of this is investment advice or a recommendation to trade any of the names mentioned; it is simply a record of what the fund’s public 13F filing shows for this period. Check back each quarter as this profile is updated with the fund’s newest disclosed moves.
Related ticker coverage
- SPGI — all coverage →
- SYK — all coverage →
- H — all coverage →
- TDG — all coverage →
- TMO — all coverage →
- ZTS — all coverage →
- BDX — all coverage →
- MSFT — all coverage →
- CRM — all coverage →
- UNH — all coverage →
- OTIS — all coverage →
- MDT — all coverage →
Source: SEC Form 13F filings. This page updates every quarter.