Veritas Asset Management Long Only Veritas Asset Management · Filed 2026-08-04 · CIK 0001541448 · Q2 2026
Form ADV discretionary AUM, 2026-10-02i
$19.13B
13F Equity Value
$5.56B
As of Q2 2026
13F / AUM
29.1%
Mostly non-13F assets
13F long book at a glance — % of AUM
Holdings Activity Buys Sells History
% of AUMRECOMMENDED % of 13F
# Holding⇕ , sortable Ticker⇕ , sortable Value AUTO FULL K M B
% of AUM↓ , sorted descending # Shares Chg Shares⇕ , sortable % Chg⇕ , sortable % Out⇕ , sortable Source Weight 1 AMZN $ 543.4M
2.8% 2,280,144 (339,180) (12.9%) 0.02% 13F 2 MASTERCARD INCORPORATED HIST MA $ 511.2M
2.7% 995,345 (67,969) (6.4%) 0.81% 13F 3 CANADIAN PACIFIC KANSAS CITY HIST CP $ 496.3M
2.6% 5,727,867 (1,126,494) (16.4%) 0.65% 13F 4 AON $ 467.1M
2.4% 1,408,111 (112,166) (7.4%) 0.66% 13F 5 UNITEDHEALTH GROUP INC HIST UNH $ 448.1M
2.3% 1,078,201 (803,870) (42.7%) 0.12% 13F 6 THERMO FISHER SCIENTIFIC INC HIST TMO $ 442.6M
2.3% 882,873 +36,878 +4.4% 0.24% 13F 7 MSFT $ 422.1M
2.2% 1,131,674 (166,961) (12.9%) 0.02% 13F 8 SPGI $ 338.3M
1.8% 830,609 +830,609 NEW — 13F 9 WAT $ 319.4M
1.7% 851,624 (349,189) (29.1%) 0.87% 13F 10 VMC $ 306.6M
1.6% 1,039,426 +1,039,426 NEW — 13F 11 H $ 257.1M
1.3% 1,326,362 (9,885) (0.7%) 1.41% 13F 12 INTERCONTINENTAL EXCHANGE IN HIST ICE $ 244.2M
1.3% 1,983,591 (163,460) (7.6%) 0.35% 13F 13 BECTON DICKINSON & CO HIST BDX $ 210.9M
1.1% 1,393,329 (629,501) (31.1%) 0.51% 13F 14 TDG $ 183.8M
1.0% 137,969 +3,995 +3.0% 0.25% 13F 15 SYK $ 168.1M
0.9% 533,784 +533,784 NEW 0.14% 13F 16 ELEVANCE HEALTH INC FORMERLY HIST ELV $ 165.8M
0.9% 428,672 (206,699) (32.5%) 0.20% 13F 17 PHILIP MORRIS INTL INC HIST PM $ 9.3M
0.0% 51,387 (15,649) (23.3%) 0.00% 13F 18 CRM $ 8.1M
0.0% 51,741 (2,202,145) (97.7%) 0.01% 13F 19 OTIS $ 7.6M
0.0% 105,652 +105,652 NEW 0.03% 13F 20 MDT $ 7.6M
0.0% 96,690 (66,018) (40.6%) 0.01% 13F 21 TAIWAN SEMICONDUCTOR MANUFAC HIST TSM $ 1.8M
0.0% 3,823 (519) (12.0%) 0.00% 13F Positions are primarily from the latest 13F-HR. Schedule 13D/13G filings (>5% stakes) are merged in when present; they report shares and percent of class but not dollar value. Chg Shares is the absolute change vs the same position in the prior quarter's 13F. % Out is position shares ÷ issuer shares outstanding (from the issuer's latest XBRL cover-page figure; weighted-average basic shares as a fallback), or the percent of class reported on a 13D/13G. Where a figure can't be sourced from a filing it shows “—” — never an estimate.
Rockwood Research · Holdings data is sourced from SEC EDGAR 13F-HR filings and XBRL company facts. Capital denominators are reported facts (Form ADV discretionary AUM, total investment portfolio, or shareholders' equity) or omitted, and labelled by source. 13F filings disclose long US-listed equity positions only, on a ~45 day lag. Built with AI and not hand-checked figure-by-figure — verify against the linked filings. Nothing here is investment advice.
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