13F HOLDINGS REPORT
Veritas Investment Partners (UK) Ltd.
Quarter ended Q2 2025 · Filed July 23, 2025 · Accession 0000943663-25-000204
Total Value
$5.50B
Positions
51
Other Managers
0
Confidential Omitted
No
Holdings (51)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 782,107 | $388.9M | 7.07% |
| 2 | MASTERCARD INCORPORATED | MA | 639,868 | $359.4M | 6.53% |
| 3 | MARSH & MCLENNAN COS INC | 571748102 | 1,518,006 | $331.9M | 6.03% |
| 4 | INTUIT | INTU | 420,555 | $331.2M | 6.02% |
| 5 | FISERV INC | FISV | 1,819,845 | $313.7M | 5.70% |
| 6 | SYNOPSYS INC | SNPS | 588,492 | $301.8M | 5.49% |
| 7 | INTUITIVE SURGICAL INC | ISRG | 531,818 | $289.1M | 5.25% |
| 8 | TRACTOR SUPPLY CO | TSCO | 5,367,331 | $283.1M | 5.15% |
| 9 | ACCENTURE PLC IRELAND | ACN | 945,828 | $282.5M | 5.14% |
| 10 | LABCORP HOLDINGS INC | LH | 1,068,968 | $280.5M | 5.10% |
| 11 | BROADRIDGE FINL SOLUTIONS IN | 11133T103 | 1,120,989 | $272.3M | 4.95% |
| 12 | THERMO FISHER SCIENTIFIC INC | TMO | 664,893 | $269.5M | 4.90% |
| 13 | CADENCE DESIGN SYSTEM INC | CDNS | 821,330 | $253.0M | 4.60% |
| 14 | AMAZON COM INC | AMZN | 1,068,639 | $234.4M | 4.26% |
| 15 | AUTOMATIC DATA PROCESSING IN | ADP | 728,122 | $224.5M | 4.08% |
| 16 | AMPHENOL CORP NEW | 032095101 | 2,127,643 | $210.1M | 3.82% |
| 17 | UNITEDHEALTH GROUP INC | UNH | 644,636 | $201.0M | 3.65% |
| 18 | ALIGN TECHNOLOGY INC | ALGN | 787,559 | $149.1M | 2.71% |
| 19 | AMETEK INC | AME | 808,859 | $146.4M | 2.66% |
| 20 | AVERY DENNISON CORP | AVY | 830,036 | $145.6M | 2.65% |
| 21 | ALPHABET INC | GOOG | 732,947 | $129.2M | 2.35% |
| 22 | ALPHABET INC | GOOG | 478,312 | $84.8M | 1.54% |
| 23 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 18,737 | $9.1M | 0.17% |
| 24 | APPLE INC | AAPL | 10,094 | $2.1M | 0.04% |
| 25 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 7,510 | $1.7M | 0.03% |
| 26 | COSTCO WHSL CORP NEW | 22160K105 | 1,049 | $1.0M | 0.02% |
| 27 | XYLEM INC | XYL | 6,030 | $779,950 | 0.01% |
| 28 | MCDONALDS CORP | MCD | 1,481 | $432,682 | 0.01% |
| 29 | JOHNSON & JOHNSON | JNJ | 2,500 | $381,613 | 0.01% |
| 30 | WHEATON PRECIOUS METALS CORP | WPM | 4,000 | $359,380 | 0.01% |
| 31 | ADOBE SYSTEMS INCORPORATED | ADBE | 886 | $342,669 | 0.01% |
| 32 | AMERICAN EXPRESS CO | AXP | 1,000 | $318,900 | 0.01% |
| 33 | META PLATFORMS INC | META | 388 | $286,391 | 0.01% |
| 34 | S&P GLOBAL INC | SPGI | 540 | $284,666 | 0.01% |
| 35 | WEC ENERGY GROUP INC | WEC | 2,380 | $247,937 | 0.00% |
| 36 | EXXON MOBIL CORP | XOM | 1,900 | $204,754 | 0.00% |
| 37 | PALO ALTO NETWORKS INC | PANW | 960 | $196,402 | 0.00% |
| 38 | DOLLAR GEN CORP NEW | 256677105 | 1,550 | $177,274 | 0.00% |
| 39 | DEERE & CO | DE | 325 | $165,141 | 0.00% |
| 40 | COCA COLA CO | KO | 2,162 | $152,897 | 0.00% |
| 41 | MSCI INC | MSCI | 245 | $141,131 | 0.00% |
| 42 | STRYKER CORPORATION | SYK | 350 | $138,406 | 0.00% |
| 43 | ABBVIE INC | ABBV | 500 | $92,788 | 0.00% |
| 44 | LINDE PLC | LIN | 197 | $92,417 | 0.00% |
| 45 | ADVANCED MICRO DEVICES INC | AMD | 650 | $92,235 | 0.00% |
| 46 | ABBOTT LABS | ABLZF | 655 | $89,044 | 0.00% |
| 47 | VISA INC | V | 250 | $88,701 | 0.00% |
| 48 | JPMORGAN CHASE & CO | VYLD | 280 | $81,175 | 0.00% |
| 49 | CHUBB LIMITED | CB | 108 | $31,290 | 0.00% |
| 50 | VERIZON COMMUNICATIONS INC | VZ | 690 | $29,846 | 0.00% |
| 51 | WELLS FARGO CO NEW | 949746101 | 350 | $28,042 | 0.00% |