Veritas Investment Partners (UK) Ltd.
13F Reported Value
ⓘ$3.9B
Holdings
56
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Veritas Investment Partners (UK) Ltd. disclosed 56 positions worth $3.9B in its Form 13F-HR for Q1 2026, led by $MRSH (MARSH & MCLENNAN COMPANIES, INC.) at 7.4% of the equity portfolio, followed by $MA and $LH. During the quarter the fund opened 1 new position and exited 5 — including a new stake in $BSX and a full exit from $SPGI. The portfolio is most concentrated in Technology (47.0% of disclosed assets). All figures are sourced directly from Veritas Investment Partners (UK) Ltd.’s Form 13F-HR filing with the SEC under CIK 1842702.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 71.5#258
Quality
$291.5M1,680,646 sh - 81.7#28
Quality
$287.0M574,253 sh - 54.8#1,196
Quality
$261.3M979,371 sh - 81.4
Quality
$250.8M543,889 sh - $244.5M723,299 sh
- 83.7
Quality
$239.4M646,783 sh - 74.6
Quality
$238.5M1,145,061 sh - 63.7
Quality
$215.5M438,260 sh - 74.4
Quality
$209.0M752,430 sh - 80.5
Quality
$201.5M1,594,959 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 MARSH & MCLENNAN COMPANIES, INC.$MRSH | 71.5#258 | $291.5M | 1,680,646 |
 Mastercard Inc$MA | 81.7#28 | $287.0M | 574,253 |
 LABCORP HOLDINGS INC.$LH | 54.8#1,196 | $261.3M | 979,371 |
 INTUITIVE SURGICAL INC$ISRG | 81.4 | $250.8M | 543,889 |
 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $244.5M | 723,299 |
 MICROSOFT CORP$MSFT | 83.7 | $239.4M | 646,783 |
 AMAZON COM INC$AMZN | 74.6 | $238.5M | 1,145,061 |
 THERMO FISHER SCIENTIFIC INC.$TMO | 63.7 | $215.5M | 438,260 |
 CADENCE DESIGN SYSTEMS INC$CDNS | 74.4 | $209.0M | 752,430 |
 AMPHENOL CORP /DE/$APH | 80.5 | $201.5M | 1,594,959 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Veritas Investment Partners (UK) Ltd.'s 56 positions.
Showing top 10 of 56 holdings.
Sector Allocation
Technology
$1.8B
Healthcare
$612.6M
Financials
$586.5M
Consumer Discretionary
$432.6M
Industrials
$312.0M
Materials
$129.9M
Energy
$322,307
Utilities
$275,497
Full Holdings — Veritas Investment Partners (UK) Ltd. (Q1 2026)
All 56 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $291.5M | 7.4% | -4% | 71.5 |
| 2 | $MA | Mastercard Inc | $287.0M | 7.3% | -15% | 81.7 |
| 3 | $LH | LABCORP HOLDINGS INC. | $261.3M | 6.7% | -5% | 54.8 |
| 4 | $ISRG | INTUITIVE SURGICAL INC | $250.8M | 6.4% | +6% | 81.4 |
| 5 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $244.5M | 6.2% | +155% | — |
| 6 | $MSFT | MICROSOFT CORP | $239.4M | 6.1% | -5% | 83.7 |
| 7 | $AMZN | AMAZON COM INC | $238.5M | 6.1% | -19% | 74.6 |
| 8 | $TMO | THERMO FISHER SCIENTIFIC INC. | $215.5M | 5.5% | -3% | 63.7 |
| 9 | $CDNS | CADENCE DESIGN SYSTEMS INC | $209.0M | 5.3% | -4% | 74.4 |
| 10 | $APH | AMPHENOL CORP /DE/ | $201.5M | 5.2% | -4% | 80.5 |
| 11 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $191.4M | 4.9% | -18% | 60.7 |
| 12 |  $AME | AMETEK INC/ | $183.2M | 4.7% | -4% | 74.2 |
| 13 |  $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | $169.8M | 4.3% | -4% | 77.6 |
| 14 |  $ADP | AUTOMATIC DATA PROCESSING INC | $137.5M | 3.5% | -5% | 77.9 |
| 15 |  $AVY | Avery Dennison Corp | $129.4M | 3.3% | -5% | 62.9 |
| 16 |  $GOOG | Alphabet Inc. | $126.4M | 3.2% | -23% | 80.2 |
| 17 |  $INTU | INTUIT INC. | $121.6M | 3.1% | -45% | 82 |
| 18 |  $BSX | BOSTON SCIENTIFIC CORP | $97.7M | 2.5% | NEW | 79.9 |
| 19 |  $ACN | Accenture plc | $89.9M | 2.3% | -49% | — |
| 20 |  $VRSK | Verisk Analytics, Inc. | $80.3M | 2.0% | -4% | 77.3 |
| 21 |  $GOOGL | Alphabet Inc. | $79.5M | 2.0% | -24% | 80.2 |
| 22 |  $XYL | Xylem Inc. | $51.4M | 1.3% | +7026% | 65.6 |
| 23 |  $BRK.B | BERKSHIRE HATHAWAY INC | $7.4M | 0.2% | -10% | 64.5 |
| 24 |  $AAPL | Apple Inc. | $2.0M | 0.1% | -16% | 76.1 |
| 25 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.9M | 0.1% | -5% | 67 |
| 26 |  $UNH | UNITEDHEALTH GROUP INC | $1.3M | 0.0% | -23% | 66.8 |
| 27 |  $SNPS | SYNOPSYS INC | $1.1M | 0.0% | -14% | 63.1 |
| 28 |  $JNJ | JOHNSON & JOHNSON | $611,013 | 0.0% | +0% | 72.8 |
| 29 |  $HON | HONEYWELL INTERNATIONAL INC | $498,931 | 0.0% | -43% | 65.7 |
| 30 |  $MCD | MCDONALDS CORP | $412,491 | 0.0% | -8% | 73.9 |
| 31 |  $WPM | Wheaton Precious Metals Corp. | $393,405 | 0.0% | -25% | — |
| 32 |  $XOM | EXXON MOBIL CORP | $322,307 | 0.0% | +0% | 61.8 |
| 33 |  $AXP | AMERICAN EXPRESS CO | $302,595 | 0.0% | +0% | 73.2 |
| 34 |  $WEC | WEC ENERGY GROUP, INC. | $275,497 | 0.0% | +0% | 67 |
| 35 |  $ABBV | AbbVie Inc. | $239,179 | 0.0% | -8% | 59.3 |
| 36 |  $PWR | QUANTA SERVICES, INC. | $229,018 | 0.0% | -38% | 62.6 |
| 37 |  $META | Meta Platforms, Inc. | $221,955 | 0.0% | +0% | 80.9 |
| 38 |  $DG | DOLLAR GENERAL CORP | $184,001 | 0.0% | +0% | 60.4 |
| 39 |  $DE | DEERE & CO | $183,081 | 0.0% | +0% | 57.4 |
| 40 |  $EW | Edwards Lifesciences Corp | $173,566 | 0.0% | -36% | 67.6 |
| 41 |  $KO | COCA COLA CO | $164,485 | 0.0% | +0% | 74 |
| 42 |  $PANW | Palo Alto Networks Inc | $153,907 | 0.0% | +0% | 66.5 |
| 43 |  $ALGN | ALIGN TECHNOLOGY INC | $145,771 | 0.0% | -58% | 58.2 |
| 44 |  $WSO | WATSCO INC | $137,768 | 0.0% | -20% | 58.9 |
| 45 |  $MTD | METTLER TOLEDO INTERNATIONAL INC/ | $133,777 | 0.0% | +0% | 68.8 |
| 46 |  $MSCI | MSCI Inc. | $132,119 | 0.0% | +0% | 77.6 |
| 47 |  $IDXX | IDEXX LABORATORIES INC /DE | $115,729 | 0.0% | +0% | 73.6 |
| 48 |  $SYK | STRYKER CORP | $114,984 | 0.0% | +0% | 69.8 |
| 49 |  $LIN | LINDE PLC | $97,641 | 0.0% | +0% | — |
| 50 |  $AMD | ADVANCED MICRO DEVICES INC | $91,544 | 0.0% | -31% | 78.8 |
| 51 |  $JPM | JPMORGAN CHASE & CO | $82,365 | 0.0% | +0% | 35.6 |
| 52 |  $V | VISA INC. | $75,535 | 0.0% | +0% | 83.5 |
| 53 |  $ABT | ABBOTT LABORATORIES | $47,693 | 0.0% | -29% | 67 |
| 54 |  $CB | Chubb Ltd | $35,200 | 0.0% | +0% | — |
| 55 |  $VZ | VERIZON COMMUNICATIONS INC | $34,628 | 0.0% | +0% | 71.6 |
| 56 |  $WFC | WELLS FARGO & COMPANY/MN | $27,864 | 0.0% | +0% | — |
New Positions (1)
$BSX BOSTON SCIENTIFIC CORP$97.7M
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AI-Powered Hedge Fund Analysis: Veritas Investment Partners (UK) Ltd.
13F Pro is an AI hedge fund tracker and stock research platform. For Veritas Investment Partners (UK) Ltd. (SEC CIK: 1842702), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
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