$3.73 Billion is the total value of Veritas Investment Partners (UK) Ltd.'s 62 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UNH | Buy | UNITEDHEALTH GROUP INC | $209,924,842 | +5.3% | 416,311 | +0.3% | 5.62% | +9.5% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $207,364,762 | -2.8% | 409,518 | +0.1% | 5.55% | +1.1% |
| APH | Buy | AMPHENOL CORP NEWcl a | $186,762,850 | -1.0% | 2,223,182 | +0.1% | 5.00% | +2.9% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $174,541,437 | -11.6% | 597,056 | +3.4% | 4.68% | -8.1% |
| LH | Buy | LABORATORY CORP AMER HLDGS | $173,027,138 | -16.5% | 860,672 | +0.2% | 4.63% | -13.2% |
| INTU | Buy | INTUIT | $171,969,059 | +13.2% | 336,507 | +1.4% | 4.61% | +17.7% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $128,705,707 | +10.1% | 534,915 | +0.5% | 3.45% | +14.4% |
| AMZN | Buy | AMAZON COM INC | $121,088,567 | -2.3% | 952,585 | +0.2% | 3.24% | +1.6% |
| HAS | Buy | HASBRO INC | $89,008,551 | +2.2% | 1,345,587 | +0.1% | 2.38% | +6.3% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $84,224,493 | +9.4% | 643,799 | +0.1% | 2.26% | +13.8% |
| NKE | Buy | NIKE INCcl b | $81,596,364 | -13.3% | 853,111 | +0.0% | 2.18% | -9.9% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-09
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.