13F HOLDINGS REPORT
Veritas Investment Partners (UK) Ltd.
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0000943663-24-000208
Total Value
$5.32B
Positions
60
Other Managers
0
Confidential Omitted
No
Holdings (60)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | UNITEDHEALTH GROUP INC | UNH | 724,295 | $368.8M | 6.93% |
| 2 | MICROSOFT CORP | MSFT | 770,779 | $344.4M | 6.47% |
| 3 | INTUITIVE SURGICAL INC | ISRG | 719,915 | $320.3M | 6.02% |
| 4 | FISERV INC | FISV | 2,102,993 | $313.3M | 5.89% |
| 5 | INTUIT | INTU | 471,339 | $309.7M | 5.82% |
| 6 | THERMO FISHER SCIENTIFIC INC | TMO | 558,133 | $308.4M | 5.79% |
| 7 | MARSH & MCLENNAN COS INC | 571748102 | 1,460,625 | $307.8M | 5.78% |
| 8 | MASTERCARD INCORPORATED | MA | 696,606 | $307.2M | 5.77% |
| 9 | AMPHENOL CORP NEW | 032095101 | 4,446,639 | $299.6M | 5.63% |
| 10 | SYNOPSYS INC | SNPS | 484,834 | $288.5M | 5.42% |
| 11 | TRACTOR SUPPLY CO | TSCO | 1,055,786 | $285.1M | 5.35% |
| 12 | ACCENTURE PLC IRELAND | ACN | 835,923 | $253.7M | 4.76% |
| 13 | LABCORP HOLDINGS INC | LH | 1,225,410 | $249.4M | 4.68% |
| 14 | AMAZON COM INC | AMZN | 1,205,052 | $233.0M | 4.38% |
| 15 | BROADRIDGE FINL SOLUTIONS IN | 11133T103 | 1,108,722 | $218.5M | 4.10% |
| 16 | AVERY DENNISON CORP | AVY | 788,336 | $172.3M | 3.24% |
| 17 | AUTOMATIC DATA PROCESSING IN | ADP | 706,750 | $168.7M | 3.17% |
| 18 | ALPHABET INC | GOOG | 663,754 | $120.9M | 2.27% |
| 19 | ADOBE SYSTEMS INCORPORATED | ADBE | 208,503 | $115.8M | 2.18% |
| 20 | ALIGN TECHNOLOGY INC | ALGN | 472,882 | $114.2M | 2.14% |
| 21 | NIKE INC | NKE | 1,371,065 | $103.3M | 1.94% |
| 22 | ALPHABET INC | GOOG | 522,146 | $95.8M | 1.80% |
| 23 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 28,830 | $11.7M | 0.22% |
| 24 | APPLE INC | AAPL | 14,487 | $3.0M | 0.06% |
| 25 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 9,500 | $1.7M | 0.03% |
| 26 | COSTCO WHSL CORP NEW | 22160K105 | 1,545 | $1.3M | 0.02% |
| 27 | XYLEM INC | XYL | 7,530 | $1.0M | 0.02% |
| 28 | MCDONALDS CORP | MCD | 3,962 | $1.0M | 0.02% |
| 29 | BLACKROCK INC | BLK | 885 | $697,057 | 0.01% |
| 30 | AMERICAN EXPRESS CO | AXP | 2,800 | $648,662 | 0.01% |
| 31 | DOLLAR GEN CORP NEW | 256677105 | 3,350 | $442,987 | 0.01% |
| 32 | WEC ENERGY GROUP INC | WEC | 5,080 | $398,501 | 0.01% |
| 33 | META PLATFORMS INC | META | 770 | $388,172 | 0.01% |
| 34 | JOHNSON & JOHNSON | JNJ | 2,500 | $365,288 | 0.01% |
| 35 | ABBVIE INC | ABBV | 1,935 | $331,696 | 0.01% |
| 36 | EXXON MOBIL CORP | XOM | 2,640 | $303,864 | 0.01% |
| 37 | NVIDIA CORPORATION | NVDA | 2,100 | $259,256 | 0.00% |
| 38 | WHEATON PRECIOUS METALS CORP | WPM | 4,000 | $209,660 | 0.00% |
| 39 | S&P GLOBAL INC | SPGI | 400 | $178,478 | 0.00% |
| 40 | ABBOTT LABS | ABLZF | 1,570 | $163,131 | 0.00% |
| 41 | PAYPAL HLDGS INC | PYPL | 2,800 | $162,470 | 0.00% |
| 42 | RTX CORPORATION | RTX | 1,600 | $160,712 | 0.00% |
| 43 | EBAY INC | EBAY | 2,800 | $150,416 | 0.00% |
| 44 | BANK NEW YORK MELLON CORP | 064058100 | 2,387 | $142,946 | 0.00% |
| 45 | DEERE & CO | DE | 325 | $121,383 | 0.00% |
| 46 | MSCI INC | MSCI | 245 | $118,013 | 0.00% |
| 47 | SAP SE | SAPGF | 550 | $110,954 | 0.00% |
| 48 | ADVANCED MICRO DEVICES INC | AMD | 650 | $105,437 | 0.00% |
| 49 | CVS HEALTH CORP | CVS | 1,715 | $101,339 | 0.00% |
| 50 | CARRIER GLOBAL CORPORATION | CARR | 1,600 | $100,936 | 0.00% |
| 51 | OTIS WORLDWIDE CORP | OTIS | 800 | $77,020 | 0.00% |
| 52 | DEXCOM INC | DXCM | 530 | $60,091 | 0.00% |
| 53 | JPMORGAN CHASE & CO | VYLD | 280 | $56,633 | 0.00% |
| 54 | ALTRIA GROUP INC | MO | 800 | $36,444 | 0.00% |
| 55 | VISA INC | V | 120 | $31,496 | 0.00% |
| 56 | VERIZON COMMUNICATIONS INC | VZ | 690 | $28,473 | 0.00% |
| 57 | CHUBB LIMITED | CB | 108 | $27,549 | 0.00% |
| 58 | WELLS FARGO CO NEW | 949746101 | 350 | $20,787 | 0.00% |
| 59 | IMMUNOCORE HLDGS PLC | IMCR | 575 | $19,501 | 0.00% |
| 60 | TESLA INC | TSLA | 60 | $11,879 | 0.00% |