13F HOLDINGS REPORT
Veritas Investment Partners (UK) Ltd.
Quarter ended Q3 2024 · Filed October 18, 2024 · Accession 0000943663-24-000247
Total Value
$5.62B
Positions
65
Other Managers
0
Confidential Omitted
No
Holdings (65)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | UNITEDHEALTH GROUP INC | UNH | 714,020 | $417.4M | 7.42% |
| 2 | FISERV INC | FISV | 2,062,543 | $370.6M | 6.59% |
| 3 | THERMO FISHER SCIENTIFIC INC | TMO | 552,301 | $341.5M | 6.07% |
| 4 | MASTERCARD INCORPORATED | MA | 690,451 | $340.9M | 6.06% |
| 5 | MICROSOFT CORP | MSFT | 771,312 | $331.9M | 5.90% |
| 6 | MARSH & MCLENNAN COS INC | 571748102 | 1,436,005 | $320.4M | 5.70% |
| 7 | INTUITIVE SURGICAL INC | ISRG | 641,307 | $315.1M | 5.60% |
| 8 | TRACTOR SUPPLY CO | TSCO | 1,025,977 | $298.5M | 5.31% |
| 9 | INTUIT | INTU | 469,022 | $291.3M | 5.18% |
| 10 | ACCENTURE PLC IRELAND | ACN | 823,440 | $291.0M | 5.18% |
| 11 | LABCORP HOLDINGS INC | LH | 1,217,560 | $272.1M | 4.84% |
| 12 | SYNOPSYS INC | SNPS | 492,852 | $249.7M | 4.44% |
| 13 | AMPHENOL CORP NEW | 032095101 | 3,743,307 | $243.9M | 4.34% |
| 14 | BROADRIDGE FINL SOLUTIONS IN | 11133T103 | 1,078,269 | $231.8M | 4.12% |
| 15 | AMAZON COM INC | AMZN | 1,219,572 | $227.2M | 4.04% |
| 16 | AUTOMATIC DATA PROCESSING IN | ADP | 703,207 | $194.6M | 3.46% |
| 17 | AVERY DENNISON CORP | AVY | 794,092 | $175.3M | 3.12% |
| 18 | AMETEK INC | AME | 760,574 | $130.6M | 2.32% |
| 19 | CADENCE DESIGN SYSTEM INC | CDNS | 477,019 | $129.3M | 2.30% |
| 20 | ALIGN TECHNOLOGY INC | ALGN | 467,260 | $118.9M | 2.11% |
| 21 | ALPHABET INC | GOOG | 678,543 | $112.6M | 2.00% |
| 22 | ADOBE SYSTEMS INCORPORATED | ADBE | 209,972 | $108.7M | 1.93% |
| 23 | ALPHABET INC | GOOG | 503,883 | $84.2M | 1.50% |
| 24 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 22,137 | $10.2M | 0.18% |
| 25 | APPLE INC | AAPL | 13,774 | $3.2M | 0.06% |
| 26 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 7,910 | $1.4M | 0.02% |
| 27 | COSTCO WHSL CORP NEW | 22160K105 | 1,382 | $1.2M | 0.02% |
| 28 | XYLEM INC | XYL | 7,530 | $1.0M | 0.02% |
| 29 | BLACKROCK INC | BLK | 885 | $840,312 | 0.01% |
| 30 | MCDONALDS CORP | MCD | 2,462 | $749,494 | 0.01% |
| 31 | WEC ENERGY GROUP INC | WEC | 5,080 | $488,620 | 0.01% |
| 32 | AMERICAN EXPRESS CO | AXP | 1,500 | $406,733 | 0.01% |
| 33 | JOHNSON & JOHNSON | JNJ | 2,500 | $405,025 | 0.01% |
| 34 | PROCTER AND GAMBLE CO | 742718109 | 2,300 | $398,326 | 0.01% |
| 35 | ABBVIE INC | ABBV | 1,935 | $382,029 | 0.01% |
| 36 | PEPSICO INC | PEP | 1,900 | $323,057 | 0.01% |
| 37 | MSCI INC | MSCI | 545 | $317,634 | 0.01% |
| 38 | META PLATFORMS INC | META | 550 | $314,790 | 0.01% |
| 39 | EXXON MOBIL CORP | XOM | 2,640 | $309,421 | 0.01% |
| 40 | JPMORGAN CHASE & CO | VYLD | 1,360 | $286,656 | 0.01% |
| 41 | DOLLAR GEN CORP NEW | 256677105 | 3,350 | $283,259 | 0.01% |
| 42 | S&P GLOBAL INC | SPGI | 540 | $278,951 | 0.00% |
| 43 | NIKE INC | NKE | 2,970 | $262,459 | 0.00% |
| 44 | WHEATON PRECIOUS METALS CORP | WPM | 4,000 | $244,340 | 0.00% |
| 45 | NEXTERA ENERGY INC | NEE-PW | 2,810 | $237,515 | 0.00% |
| 46 | PALO ALTO NETWORKS INC | PANW | 650 | $222,183 | 0.00% |
| 47 | PAYPAL HLDGS INC | PYPL | 2,800 | $218,456 | 0.00% |
| 48 | RTX CORPORATION | RTX | 1,600 | $193,816 | 0.00% |
| 49 | EBAY INC | EBAY | 2,800 | $182,322 | 0.00% |
| 50 | MARVELL TECHNOLOGY INC | MRVL | 2,500 | $180,313 | 0.00% |
| 51 | ABBOTT LABS | ABLZF | 1,570 | $178,972 | 0.00% |
| 52 | BANK NEW YORK MELLON CORP | 064058100 | 2,387 | $171,518 | 0.00% |
| 53 | LINDE PLC | LIN | 335 | $159,706 | 0.00% |
| 54 | COCA COLA CO | KO | 2,162 | $155,351 | 0.00% |
| 55 | NVIDIA CORPORATION | NVDA | 1,250 | $151,869 | 0.00% |
| 56 | DEERE & CO | DE | 325 | $135,631 | 0.00% |
| 57 | CARRIER GLOBAL CORPORATION | CARR | 1,600 | $128,776 | 0.00% |
| 58 | SAP SE | SAPGF | 500 | $114,610 | 0.00% |
| 59 | ADVANCED MICRO DEVICES INC | AMD | 650 | $106,652 | 0.00% |
| 60 | OTIS WORLDWIDE CORP | OTIS | 800 | $83,148 | 0.00% |
| 61 | ALTRIA GROUP INC | MO | 800 | $40,828 | 0.00% |
| 62 | CHUBB LIMITED | CB | 108 | $31,146 | 0.00% |
| 63 | VERIZON COMMUNICATIONS INC | VZ | 690 | $30,991 | 0.00% |
| 64 | WELLS FARGO CO NEW | 949746101 | 350 | $19,772 | 0.00% |
| 65 | TESLA INC | TSLA | 60 | $15,697 | 0.00% |