Veritas Asset Management
Veritas Asset Management reported 21 stocks worth $5.6B in its 13F filing for Q2 2026, filed Aug 4, 2026. Its largest holdings are AMZN (9.8%), MA (9.2%) and CP (8.9%). Compared with Q1 2026, the fund opened new positions in SPGI, VMC and SYK, added to TMO and TDG, trimmed AMZN, MA and CP and sold out of CHTR, ZTS and MSM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AMZN Amazon Com Inc | $543M | 9.8% | 2.3M | −339K (−13%) | 8 of 8 | |
| 2 |  MA Mastercard Incorporated | $511M | 9.2% | 995K | −68K (−6%) | 8 of 8 | |
| 3 |  CP Canadian Pacific Kansas City | $496M | 8.9% | 5.7M | −1.1M (−16%) | 8 of 8 | |
| 4 |  AON Aon PLC | $467M | 8.4% | 1.4M | −112K (−7%) | 8 of 8 | |
| 5 |  UNH Unitedhealth Group Inc | $448M | 8.1% | 1.1M | −804K (−43%) | 8 of 8 | |
| 6 |  TMO Thermo Fisher Scientific Inc | $443M | 8.0% | 883K | +37K (+4%) | 8 of 8 | |
| 7 |  MSFT Microsoft Corp | $422M | 7.6% | 1.1M | −167K (−13%) | 8 of 8 | |
| 8 |  SPGI S&P Global Inc | $338M | 6.1% | 831K | New position | 1 of 8 | |
| 9 |  WAT Waters Corp | $319M | 5.8% | 852K | −349K (−29%) | 4 of 8 | |
| 10 |  VMC Vulcan Matls Co | $307M | 5.5% | 1M | New position | 1 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 4, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Veritas Asset Management 13F FAQ
What does Veritas Asset Management own?
Veritas Asset Management reported 21 stocks worth $5.6B in its 13F filing for Q2 2026, filed Aug 4, 2026. Its largest holdings are AMZN (9.8%), MA (9.2%) and CP (8.9%). The table above lists every position in the filing (the top 10 without an account).
What did Veritas Asset Management buy and sell in Q2 2026?
Compared with Q1 2026: 4 new positions, 2 added to, 15 trimmed and 4 sold out. New positions include SPGI, VMC and SYK. It sold all of CHTR, ZTS and MSM.
When will Veritas Asset Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Veritas Asset Management's portfolio worth?
The Q2 2026 filing reports $5.6B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.