$6.25 Billion is the total value of Veritas Investment Partners (UK) Ltd.'s 133 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 14.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CERN | Buy | CERNER CORP | $407,596,000 | +34.5% | 4,387,460 | +2.0% | 6.53% | +20.0% |
| MA | Buy | MASTERCARD INCORPORATED | $343,658,000 | +5.4% | 956,334 | +1.9% | 5.50% | -5.9% |
| MMC | Buy | MARSH & MCLENNAN COS INC | $320,492,000 | +16.9% | 1,844,138 | +1.8% | 5.13% | +4.3% |
| FISV | Buy | FISERV INC | $305,554,000 | -3.3% | 2,944,540 | +1.2% | 4.89% | -13.7% |
| HAS | Buy | HASBRO INC | $268,768,000 | +14.5% | 2,641,458 | +0.3% | 4.30% | +2.2% |
| ADP | Buy | Automatic Data Processing Inc | $261,164,000 | +23.7% | 1,058,866 | +0.2% | 4.18% | +10.4% |
| BR | Buy | BROADRIDGE FINL SOLUTIONS IN | $249,602,000 | +11.5% | 1,365,142 | +1.6% | 4.00% | -0.5% |
| SNPS | Buy | SYNOPSYS INC | $233,872,000 | +25.9% | 634,472 | +2.3% | 3.74% | +12.4% |
| AVY | Buy | AVERY DENNISON CORP | $210,106,000 | +6.5% | 969,904 | +1.8% | 3.36% | -5.0% |
| ALGN | Buy | ALIGN TECHNOLOGY INC | $203,690,000 | +8.7% | 309,770 | +10.1% | 3.26% | -2.9% |
| INTU | Buy | Intuit Inc | $197,920,000 | +22.0% | 307,654 | +2.3% | 3.17% | +8.9% |
| AMZN | Buy | AMAZON COM INC | $153,652,000 | +1751.2% | 46,074 | +1724.0% | 2.46% | +1551.0% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $113,520,000 | +8.9% | 943,520 | +1.1% | 1.82% | -2.8% |
| FNV | Buy | FRANCO NEV CORP | $67,875,000 | +25.9% | 490,837 | +18.3% | 1.09% | +12.4% |
| Exit | JACKSON FINANCIAL INC | $0 | – | 0 | +100.0% | 0.00% | – | |
| IMCR | New | IMMUNOCORE HLDGS PLCads | $20,000 | – | 575 | +100.0% | 0.00% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| UNITEDHEALTH GROUP INC | 12 | Q3 2023 | 9.3% |
| THERMO FISHER SCIENTIFIC INC | 12 | Q3 2023 | 8.2% |
| MICROSOFT CORP | 12 | Q3 2023 | 8.6% |
| Laboratory Corp of America Holdings | 12 | Q3 2023 | 8.0% |
| MASTERCARD INCORPORATED | 12 | Q3 2023 | 7.3% |
| TRACTOR SUPPLY CO | 12 | Q3 2023 | 6.3% |
| MARSH & MCLENNAN COS INC | 12 | Q3 2023 | 6.2% |
| FISERV INC | 12 | Q3 2023 | 5.7% |
| AMPHENOL CORP NEW | 12 | Q3 2023 | 5.0% |
| Automatic Data Processing Inc | 12 | Q3 2023 | 4.4% |
View Veritas Investment Partners (UK) Ltd.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-04-27 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR/A | 2022-08-10 |
| 13F-HR/A | 2022-08-10 |
| 13F-HR/A | 2022-08-10 |
| 13F-HR/A | 2022-08-10 |
View Veritas Investment Partners (UK) Ltd.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.