$3.56 Billion is the total value of Veritas Investment Partners (UK) Ltd.'s 67 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 5.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $234,884,603 | +5.3% | 407,612 | +0.6% | 6.60% | -4.5% |
| MSFT | Buy | MICROSOFT CORP | $212,558,369 | +21.5% | 737,415 | +1.1% | 5.98% | +10.1% |
| MMC | Buy | MARSH & MCLENNAN COS INC | $205,234,059 | +1.8% | 1,232,804 | +1.2% | 5.77% | -7.7% |
| SNPS | Buy | SYNOPSYS INC | $201,737,512 | +44.1% | 522,465 | +19.1% | 5.67% | +30.6% |
| LH | Buy | LABORATORY CORP AMER HLDGS | $196,422,951 | -1.7% | 856,299 | +1.0% | 5.52% | -10.8% |
| FISV | Buy | FISERV INC | $192,482,175 | +13.9% | 1,702,866 | +1.9% | 5.41% | +3.3% |
| ACN | Buy | ACCENTURE PLC IRELAND | $186,854,496 | +8.8% | 653,996 | +1.6% | 5.25% | -1.3% |
| APH | Buy | AMPHENOL CORP NEWcl a | $151,507,674 | +19.2% | 1,855,048 | +11.1% | 4.26% | +8.1% |
| INTU | Buy | INTUIT | $151,313,585 | +16.6% | 339,482 | +1.8% | 4.25% | +5.8% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $148,618,446 | +35.8% | 581,862 | +41.1% | 4.18% | +23.2% |
| BR | Buy | BROADRIDGE FINL SOLUTIONS IN | $127,670,115 | +13.9% | 871,487 | +4.3% | 3.59% | +3.3% |
| ALGN | Buy | ALIGN TECHNOLOGY INC | $119,542,876 | +72.3% | 357,944 | +8.8% | 3.36% | +56.2% |
| AVY | Buy | AVERY DENNISON CORP | $116,385,332 | +0.8% | 650,685 | +2.0% | 3.27% | -8.6% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $116,358,813 | -2.6% | 522,785 | +4.5% | 3.27% | -11.7% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $104,102,588 | +22.8% | 270,188 | +7.3% | 2.93% | +11.4% |
| NKE | Buy | NIKE INCcl b | $78,374,487 | +7.6% | 639,308 | +2.7% | 2.20% | -2.4% |
| AMZN | Buy | AMAZON COM INC | $73,086,335 | +24.4% | 707,613 | +1.1% | 2.06% | +12.8% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $72,732,126 | +49.0% | 699,597 | +27.2% | 2.04% | +35.1% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $67,101,398 | +46.7% | 647,194 | +24.9% | 1.89% | +33.1% |
| URI | New | UNITED RENTALS INC | $170,110 | – | 430 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-27
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.