13F HOLDINGS REPORT
Veritas Investment Partners (UK) Ltd.
Quarter ended Q4 2024 · Filed January 31, 2025 · Accession 0000943663-25-000022
Total Value
$5.59B
Positions
59
Other Managers
0
Confidential Omitted
No
Holdings (59)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FISERV INC | FISV | 1,876,079 | $385.6M | 6.90% |
| 2 | MASTERCARD INCORPORATED | MA | 683,696 | $360.3M | 6.45% |
| 3 | THERMO FISHER SCIENTIFIC INC | TMO | 631,856 | $328.7M | 5.88% |
| 4 | MICROSOFT CORP | MSFT | 758,556 | $319.7M | 5.72% |
| 5 | MARSH & MCLENNAN COS INC | 571748102 | 1,439,443 | $305.8M | 5.47% |
| 6 | INTUITIVE SURGICAL INC | ISRG | 571,119 | $298.1M | 5.33% |
| 7 | ACCENTURE PLC IRELAND | ACN | 810,118 | $285.2M | 5.10% |
| 8 | UNITEDHEALTH GROUP INC | UNH | 558,524 | $282.8M | 5.06% |
| 9 | LABCORP HOLDINGS INC | LH | 1,211,314 | $277.8M | 4.97% |
| 10 | TRACTOR SUPPLY CO | TSCO | 5,118,785 | $271.7M | 4.86% |
| 11 | SYNOPSYS INC | SNPS | 557,174 | $270.3M | 4.84% |
| 12 | AMAZON COM INC | AMZN | 1,210,611 | $265.6M | 4.75% |
| 13 | INTUIT | INTU | 398,924 | $250.8M | 4.49% |
| 14 | BROADRIDGE FINL SOLUTIONS IN | 11133T103 | 1,069,196 | $241.8M | 4.33% |
| 15 | CADENCE DESIGN SYSTEM INC | CDNS | 783,906 | $235.6M | 4.22% |
| 16 | AMPHENOL CORP NEW | 032095101 | 3,242,475 | $225.3M | 4.03% |
| 17 | AUTOMATIC DATA PROCESSING IN | ADP | 689,715 | $201.9M | 3.61% |
| 18 | ALIGN TECHNOLOGY INC | ALGN | 764,732 | $159.5M | 2.85% |
| 19 | AVERY DENNISON CORP | AVY | 793,326 | $148.4M | 2.66% |
| 20 | AMETEK INC | AME | 759,787 | $137.0M | 2.45% |
| 21 | ALPHABET INC | GOOG | 668,875 | $126.6M | 2.27% |
| 22 | ADOBE SYSTEMS INCORPORATED | ADBE | 212,801 | $94.6M | 1.69% |
| 23 | ALPHABET INC | GOOG | 489,909 | $93.3M | 1.67% |
| 24 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 19,651 | $8.9M | 0.16% |
| 25 | APPLE INC | AAPL | 13,865 | $3.5M | 0.06% |
| 26 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 7,910 | $1.6M | 0.03% |
| 27 | COSTCO WHSL CORP NEW | 22160K105 | 1,382 | $1.3M | 0.02% |
| 28 | XYLEM INC | XYL | 7,530 | $873,819 | 0.02% |
| 29 | WEC ENERGY GROUP INC | WEC | 5,080 | $477,774 | 0.01% |
| 30 | AMERICAN EXPRESS CO | AXP | 1,500 | $445,395 | 0.01% |
| 31 | MCDONALDS CORP | MCD | 1,481 | $429,357 | 0.01% |
| 32 | JOHNSON & JOHNSON | JNJ | 2,500 | $361,588 | 0.01% |
| 33 | ABBVIE INC | ABBV | 1,935 | $343,962 | 0.01% |
| 34 | META PLATFORMS INC | META | 550 | $322,127 | 0.01% |
| 35 | EXXON MOBIL CORP | XOM | 2,640 | $284,156 | 0.01% |
| 36 | S&P GLOBAL INC | SPGI | 540 | $269,231 | 0.00% |
| 37 | DOLLAR GEN CORP NEW | 256677105 | 3,350 | $253,913 | 0.00% |
| 38 | PAYPAL HLDGS INC | PYPL | 2,800 | $239,008 | 0.00% |
| 39 | WHEATON PRECIOUS METALS CORP | WPM | 4,000 | $225,000 | 0.00% |
| 40 | NIKE INC | NKE | 2,970 | $224,814 | 0.00% |
| 41 | RTX CORPORATION | RTX | 1,600 | $185,184 | 0.00% |
| 42 | ABBOTT LABS | ABLZF | 1,570 | $177,638 | 0.00% |
| 43 | PALO ALTO NETWORKS INC | PANW | 960 | $174,744 | 0.00% |
| 44 | EBAY INC | EBAY | 2,800 | $173,530 | 0.00% |
| 45 | NVIDIA CORPORATION | NVDA | 1,250 | $167,838 | 0.00% |
| 46 | MSCI INC | MSCI | 245 | $147,061 | 0.00% |
| 47 | LINDE PLC | LIN | 335 | $140,241 | 0.00% |
| 48 | DEERE & CO | DE | 325 | $137,737 | 0.00% |
| 49 | COCA COLA CO | KO | 2,162 | $134,660 | 0.00% |
| 50 | STRYKER CORPORATION | SYK | 350 | $126,033 | 0.00% |
| 51 | CARRIER GLOBAL CORPORATION | CARR | 1,600 | $109,288 | 0.00% |
| 52 | HOME DEPOT INC | HD | 275 | $107,034 | 0.00% |
| 53 | VISA INC | V | 330 | $104,384 | 0.00% |
| 54 | ADVANCED MICRO DEVICES INC | AMD | 650 | $78,514 | 0.00% |
| 55 | OTIS WORLDWIDE CORP | OTIS | 800 | $74,084 | 0.00% |
| 56 | JPMORGAN CHASE & CO | VYLD | 280 | $67,119 | 0.00% |
| 57 | CHUBB LIMITED | CB | 108 | $29,840 | 0.00% |
| 58 | VERIZON COMMUNICATIONS INC | VZ | 690 | $27,617 | 0.00% |
| 59 | WELLS FARGO CO NEW | 949746101 | 350 | $24,584 | 0.00% |