$3.63 Billion is the total value of Veritas Investment Partners (UK) Ltd.'s 71 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 4.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UNH | Buy | UNITEDHEALTH GROUP INC | $302,132,000 | +4.4% | 586,803 | +3.4% | 8.31% | +1.5% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $263,019,000 | +4.1% | 483,593 | +13.1% | 7.24% | +1.2% |
| LH | Buy | LABORATORY CORP AMER HLDGS | $221,723,000 | +4.2% | 945,944 | +17.3% | 6.10% | +1.4% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $216,454,000 | +3.6% | 686,053 | +17.4% | 5.96% | +0.8% |
| MSFT | Buy | MICROSOFT CORP | $204,741,000 | -3.8% | 796,962 | +15.4% | 5.63% | -6.4% |
| MMC | Buy | MARSH & MCLENNAN COS INC | $204,225,000 | +5.8% | 1,315,207 | +16.1% | 5.62% | +2.9% |
| TSCO | Buy | TRACTOR SUPPLY CO | $199,480,000 | -2.4% | 1,028,887 | +17.5% | 5.49% | -5.1% |
| ACN | Buy | ACCENTURE PLC IRELAND | $197,174,000 | -2.3% | 709,939 | +18.6% | 5.42% | -5.0% |
| FISV | Buy | FISERV INC | $181,812,000 | +1.4% | 2,043,177 | +15.5% | 5.00% | -1.3% |
| HAS | Buy | HASBRO INC | $151,465,000 | +15.3% | 1,849,430 | +15.3% | 4.17% | +12.2% |
| BR | Buy | BROADRIDGE FINL SOLUTIONS IN | $138,306,000 | +6.1% | 969,616 | +15.8% | 3.80% | +3.2% |
| SNPS | Buy | SYNOPSYS INC | $136,714,000 | +6.3% | 450,112 | +16.7% | 3.76% | +3.5% |
| INTU | Buy | INTUIT | $127,577,000 | +14.7% | 330,902 | +43.0% | 3.51% | +11.6% |
| APH | Buy | AMPHENOL CORP NEWcl a | $120,382,000 | +0.1% | 1,869,659 | +17.2% | 3.31% | -2.6% |
| AVY | Buy | AVERY DENNISON CORP | $113,039,000 | +9.3% | 697,964 | +17.4% | 3.11% | +6.3% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $104,215,000 | -9.9% | 1,273,729 | +14.8% | 2.87% | -12.4% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $90,859,000 | -1.7% | 452,539 | +47.8% | 2.50% | -4.3% |
| AMZN | Buy | AMAZON COM INC | $84,319,000 | -21.8% | 793,381 | +2297.2% | 2.32% | -24.0% |
| FNV | Buy | FRANCO NEV CORP | $79,726,000 | -17.0% | 605,887 | +0.7% | 2.19% | -19.2% |
| ALGN | Buy | ALIGN TECHNOLOGY INC | $78,455,000 | -35.0% | 331,392 | +19.8% | 2.16% | -36.7% |
| NKE | Buy | NIKE INCcl b | $68,983,000 | +5440.8% | 674,858 | +7196.6% | 1.90% | +5322.9% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $67,881,000 | -1.9% | 31,136 | +25.2% | 1.87% | -4.5% |
| GNRC | New | GENERAC HLDGS INC | $67,051,000 | – | 318,415 | +100.0% | 1.84% | – |
| GOOG | Buy | ALPHABET INCcap stk cl c | $57,676,000 | -18.8% | 26,358 | +3.6% | 1.59% | -21.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-10
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.