13F HOLDINGS REPORT
Veritas Investment Partners (UK) Ltd.
Quarter ended Q1 2025 · Filed May 12, 2025 · Accession 0000943663-25-000112
Total Value
$5.47B
Positions
57
Other Managers
0
Confidential Omitted
No
Holdings (57)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FISERV INC | FISV | 1,812,953 | $400.5M | 7.33% |
| 2 | MASTERCARD INCORPORATED | MA | 713,779 | $391.2M | 7.16% |
| 3 | MARSH & MCLENNAN COS INC | 571748102 | 1,511,296 | $368.8M | 6.75% |
| 4 | THERMO FISHER SCIENTIFIC INC | TMO | 661,218 | $329.1M | 6.02% |
| 5 | UNITEDHEALTH GROUP INC | UNH | 569,934 | $298.5M | 5.46% |
| 6 | TRACTOR SUPPLY CO | TSCO | 5,358,519 | $295.2M | 5.40% |
| 7 | LABCORP HOLDINGS INC | LH | 1,266,688 | $294.7M | 5.39% |
| 8 | MICROSOFT CORP | MSFT | 779,461 | $292.3M | 5.35% |
| 9 | BROADRIDGE FINL SOLUTIONS IN | 11133T103 | 1,123,865 | $272.4M | 4.98% |
| 10 | INTUITIVE SURGICAL INC | ISRG | 531,225 | $263.1M | 4.81% |
| 11 | ACCENTURE PLC IRELAND | ACN | 825,065 | $257.5M | 4.71% |
| 12 | INTUIT | INTU | 418,948 | $257.2M | 4.70% |
| 13 | SYNOPSYS INC | SNPS | 585,951 | $251.2M | 4.59% |
| 14 | AUTOMATIC DATA PROCESSING IN | ADP | 716,468 | $218.9M | 4.00% |
| 15 | CADENCE DESIGN SYSTEM INC | CDNS | 815,379 | $207.4M | 3.79% |
| 16 | AMAZON COM INC | AMZN | 1,052,759 | $200.3M | 3.66% |
| 17 | AMPHENOL CORP NEW | 032095101 | 2,614,513 | $171.5M | 3.14% |
| 18 | AVERY DENNISON CORP | AVY | 827,913 | $147.3M | 2.69% |
| 19 | AMETEK INC | AME | 784,237 | $135.0M | 2.47% |
| 20 | ALIGN TECHNOLOGY INC | ALGN | 764,479 | $121.4M | 2.22% |
| 21 | ALPHABET INC | GOOG | 726,165 | $112.3M | 2.05% |
| 22 | ADOBE SYSTEMS INCORPORATED | ADBE | 219,237 | $84.1M | 1.54% |
| 23 | ALPHABET INC | GOOG | 486,715 | $76.0M | 1.39% |
| 24 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 19,211 | $10.2M | 0.19% |
| 25 | APPLE INC | AAPL | 10,865 | $2.4M | 0.04% |
| 26 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 8,860 | $1.5M | 0.03% |
| 27 | COSTCO WHSL CORP NEW | 22160K105 | 1,182 | $1.1M | 0.02% |
| 28 | XYLEM INC | XYL | 6,030 | $720,344 | 0.01% |
| 29 | MCDONALDS CORP | MCD | 1,481 | $462,479 | 0.01% |
| 30 | JOHNSON & JOHNSON | JNJ | 2,500 | $414,713 | 0.01% |
| 31 | AMERICAN EXPRESS CO | AXP | 1,500 | $403,673 | 0.01% |
| 32 | EXXON MOBIL CORP | XOM | 2,640 | $314,068 | 0.01% |
| 33 | WHEATON PRECIOUS METALS CORP | WPM | 4,000 | $310,580 | 0.01% |
| 34 | S&P GLOBAL INC | SPGI | 540 | $274,463 | 0.01% |
| 35 | META PLATFORMS INC | META | 466 | $268,586 | 0.00% |
| 36 | WEC ENERGY GROUP INC | WEC | 2,380 | $259,396 | 0.00% |
| 37 | ABBVIE INC | ABBV | 1,185 | $248,335 | 0.00% |
| 38 | RTX CORPORATION | RTX | 1,600 | $211,872 | 0.00% |
| 39 | ABBOTT LABS | ABLZF | 1,570 | $208,268 | 0.00% |
| 40 | EBAY INC | EBAY | 2,800 | $189,630 | 0.00% |
| 41 | PAYPAL HLDGS INC | PYPL | 2,800 | $182,644 | 0.00% |
| 42 | PALO ALTO NETWORKS INC | PANW | 960 | $163,786 | 0.00% |
| 43 | LINDE PLC | LIN | 335 | $155,994 | 0.00% |
| 44 | COCA COLA CO | KO | 2,162 | $154,853 | 0.00% |
| 45 | DEERE & CO | DE | 325 | $152,635 | 0.00% |
| 46 | MSCI INC | MSCI | 245 | $138,593 | 0.00% |
| 47 | DOLLAR GEN CORP NEW | 256677105 | 1,550 | $136,315 | 0.00% |
| 48 | STRYKER CORPORATION | SYK | 350 | $130,326 | 0.00% |
| 49 | CARRIER GLOBAL CORPORATION | CARR | 1,600 | $101,432 | 0.00% |
| 50 | VISA INC | V | 250 | $87,596 | 0.00% |
| 51 | OTIS WORLDWIDE CORP | OTIS | 800 | $82,556 | 0.00% |
| 52 | JPMORGAN CHASE & CO | VYLD | 280 | $68,684 | 0.00% |
| 53 | ADVANCED MICRO DEVICES INC | AMD | 650 | $66,781 | 0.00% |
| 54 | HOME DEPOT INC | HD | 175 | $64,131 | 0.00% |
| 55 | CHUBB LIMITED | CB | 108 | $32,615 | 0.00% |
| 56 | VERIZON COMMUNICATIONS INC | VZ | 690 | $31,302 | 0.00% |
| 57 | WELLS FARGO CO NEW | 949746101 | 350 | $25,127 | 0.00% |