Veritas Investment Partners (UK) Ltd.
13F Reported Value
ⓘ$3.7B
Holdings
56
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Veritas Investment Partners (UK) Ltd. disclosed 56 positions worth $3.7B in its Form 13F-HR for Q2 2026, led by $APH (AMPHENOL CORP /DE/) at 8.5% of the equity portfolio, followed by $TSM and $MA. During the quarter the fund opened 4 new positions and exited 4 — including a new stake in $HUBB and a full exit from $HON. The portfolio is most concentrated in Technology (52.6% 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
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 79.3#41
Quality
$318.1M1,803,934 sh - $316.1M662,678 sh
- 85.1#6
Quality
$265.4M516,812 sh - 66.2
Quality
$252.8M1,517,459 sh - 68.7
Quality
$249.7M1,047,926 sh - 65.0
Quality
$218.9M781,731 sh - 72.6
Quality
$200.3M533,653 sh - 65.1
Quality
$199.1M397,439 sh - 69.7
Quality
$188.8M780,619 sh - 65.8
Quality
$188.0M1,589,616 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 AMPHENOL CORP /DE/$APH | 79.3#41 | $318.1M | 1,803,934 |
 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $316.1M | 662,678 |
 Mastercard Inc$MA | 85.1#6 | $265.4M | 516,812 |
 MARSH & MCLENNAN COMPANIES, INC.$MRSH | 66.2 | $252.8M | 1,517,459 |
 AMAZON COM INC$AMZN | 68.7 | $249.7M | 1,047,926 |
 LABCORP HOLDINGS INC.$LH | 65.0 | $218.9M | 781,731 |
 CADENCE DESIGN SYSTEMS INC$CDNS | 72.6 | $200.3M | 533,653 |
 THERMO FISHER SCIENTIFIC INC.$TMO | 65.1 | $199.1M | 397,439 |
 AMETEK INC/$AME | 69.7 | $188.8M | 780,619 |
 Xylem Inc.$XYL | 65.8 | $188.0M | 1,589,616 |
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
$2.0B
Financials
$526.6M
Healthcare
$407.7M
Consumer Discretionary
$373.4M
Industrials
$306.6M
Materials
$150.1M
Utilities
$277,877
Energy
$259,265
Full Holdings — Veritas Investment Partners (UK) Ltd. (Q2 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 | $APH | AMPHENOL CORP /DE/ | $318.1M | 8.5% | +13% | 79.3 |
| 2 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $316.1M | 8.5% | -8% | — |
| 3 | $MA | Mastercard Inc | $265.4M | 7.1% | -10% | 85.1 |
| 4 | $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $252.8M | 6.8% | -10% | 66.2 |
| 5 | $AMZN | AMAZON COM INC | $249.7M | 6.7% | -8% | 68.7 |
| 6 | $LH | LABCORP HOLDINGS INC. | $218.9M | 5.9% | -20% | 65 |
| 7 | $CDNS | CADENCE DESIGN SYSTEMS INC | $200.3M | 5.4% | -29% | 72.6 |
| 8 | $TMO | THERMO FISHER SCIENTIFIC INC. | $199.1M | 5.3% | -9% | 65.1 |
| 9 | $AME | AMETEK INC/ | $188.8M | 5.1% | -9% | 69.7 |
| 10 | $XYL | Xylem Inc. | $188.0M | 5.0% | +270% | 65.8 |
| 11 |  $MSFT | MICROSOFT CORP | $177.9M | 4.8% | -26% | 79.8 |
| 12 |  $GOOG | Alphabet Inc. | $143.6M | 3.9% | -9% | 78.2 |
| 13 |  $ADP | AUTOMATIC DATA PROCESSING INC | $135.2M | 3.6% | -11% | 69.8 |
| 14 |  $ISRG | INTUITIVE SURGICAL INC | $124.8M | 3.4% | -42% | 79.9 |
| 15 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $121.4M | 3.3% | -9% | 55.2 |
| 16 |  $AVY | Avery Dennison Corp | $109.1M | 2.9% | -10% | 63.2 |
| 17 |  $GOOGL | Alphabet Inc. | $87.3M | 2.3% | -11% | 78.2 |
| 18 |  $HUBB | HUBBELL INC | $75.6M | 2.0% | NEW | 64.1 |
| 19 |  $VRSK | Verisk Analytics, Inc. | $69.2M | 1.9% | -9% | 71.2 |
| 20 |  $HEI.A | HEICO CORP | $66.4M | 1.8% | NEW | 75.6 |
| 21 |  $BSX | BOSTON SCIENTIFIC CORP | $60.9M | 1.6% | -8% | 77.5 |
| 22 |  $ACN | Accenture plc | $51.4M | 1.4% | -9% | — |
| 23 |  $FN | Fabrinet | $47.2M | 1.3% | NEW | 62.8 |
| 24 |  $FNV | FRANCO NEVADA Corp | $40.7M | 1.1% | NEW | — |
| 25 |  $BRK.B | BERKSHIRE HATHAWAY INC | $7.7M | 0.2% | +0% | 73.8 |
| 26 |  $AAPL | Apple Inc. | $2.1M | 0.1% | -10% | 76.4 |
| 27 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.8M | 0.1% | +0% | 66.2 |
| 28 |  $UNH | UNITEDHEALTH GROUP INC | $1.8M | 0.1% | -10% | 62.7 |
| 29 |  $SNPS | SYNOPSYS INC | $806,998 | 0.0% | -37% | 67.9 |
| 30 |  $JNJ | JOHNSON & JOHNSON | $635,013 | 0.0% | +0% | 69 |
| 31 |  $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | $435,810 | 0.0% | -100% | 66.5 |
| 32 |  $AXP | AMERICAN EXPRESS CO | $338,255 | 0.0% | +0% | 69.4 |
| 33 |  $WPM | Wheaton Precious Metals Corp. | $337,005 | 0.0% | +0% | — |
| 34 |  $PANW | Palo Alto Networks Inc | $327,043 | 0.0% | +0% | 65.5 |
| 35 |  $MCD | MCDONALDS CORP | $282,894 | 0.0% | -21% | 69 |
| 36 |  $WEC | WEC ENERGY GROUP, INC. | $277,877 | 0.0% | +0% | 60.1 |
| 37 |  $ABBV | AbbVie Inc. | $276,326 | 0.0% | +0% | 72.6 |
| 38 |  $AMD | ADVANCED MICRO DEVICES INC | $261,410 | 0.0% | +0% | 79.8 |
| 39 |  $XOM.R34088 | EXXON MOBIL CORP | $259,265 | 0.0% | +0% | 57.9 |
| 40 |  $PWR | QUANTA SERVICES, INC. | $228,169 | 0.0% | -24% | 72.1 |
| 41 |  $META | Meta Platforms, Inc. | $218,440 | 0.0% | +0% | 79.6 |
| 42 |  $DE | DEERE & CO | $206,019 | 0.0% | +0% | 55.4 |
| 43 |  $DG | DOLLAR GENERAL CORP | $178,506 | 0.0% | +0% | 59.5 |
| 44 |  $KO | COCA COLA CO | $175,630 | 0.0% | +0% | 69.5 |
| 45 |  $ALGN | ALIGN TECHNOLOGY INC | $143,395 | 0.0% | +0% | 58.9 |
| 46 |  $MSCI | MSCI Inc. | $137,233 | 0.0% | +0% | 75.7 |
| 47 |  $SYK | STRYKER CORP | $110,224 | 0.0% | +0% | 72.1 |
| 48 |  $IDXX | IDEXX LABORATORIES INC /DE | $108,419 | 0.0% | +0% | 73.8 |
| 49 |  $LIN | LINDE PLC | $102,217 | 0.0% | +0% | — |
| 50 |  $JPM | JPMORGAN CHASE & CO | $91,652 | 0.0% | +0% | 70.7 |
| 51 |  $V | VISA INC. | $85,646 | 0.0% | +0% | 82.9 |
| 52 |  $INTU | INTUIT INC. | $53,756 | 0.0% | -100% | 79.3 |
| 53 |  $ABT | ABBOTT LABORATORIES | $42,164 | 0.0% | +0% | 65.5 |
| 54 |  $CB | Chubb Ltd | $36,800 | 0.0% | +0% | — |
| 55 |  $VZ | VERIZON COMMUNICATIONS INC | $29,197 | 0.0% | +0% | 65.8 |
| 56 |  $WFC | WELLS FARGO & COMPANY/MN | $28,924 | 0.0% | +0% | 61.8 |
New Positions (4)
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Veritas Investment Partners (UK) Ltd. including:
Track Veritas Investment Partners (UK) Ltd.'s Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Veritas Investment Partners (UK) Ltd. and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
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.
Every holding in Veritas Investment Partners (UK) Ltd.'s portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.