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Veritas Asset Management LLP
kapitalforvalter · portefølje $5.56 mia. · 21 positioner · rapport pr. 30.06.2026
Aktiepositioner rapport for 30.06.2026, indsendt 04.08.2026; ændring — mod 31.12.2025 · 31
| Selskab | Aktier | Værdi | % af porteføljen | Ændring i Kvartalet |
|---|---|---|---|---|
| Amazon.com, Inc. US:AMZN | 2 280 144 | $543 mio. | 9.78% | −2 095 701 |
| Mastercard Inc US:MA | 995 345 | $511 mio. | 9.20% | +207 495 |
| Canadian Pacific Kansas City… US:CP | 5 727 867 | $496 mio. | 8.93% | −3 616 582 |
| AON PLC CUSIP G0403H108 | 1 408 111 | $467 mio. | 8.40% | −584 342 |
| UNITEDHEALTH GROUP INC US:UNH | 1 078 201 | $448 mio. | 8.06% | −1 454 430 |
| Thermo Fisher Scientific Inc US:TMO | 882 873 | $443 mio. | 7.96% | −250 996 |
| Microsoft Corporation US:MSFT | 1 131 674 | $422 mio. | 7.59% | −954 320 |
| S&P Global Inc US:SPGI | 830 609 | $338 mio. | 6.08% | ny |
| Waters Corporation US:WAT | 851 624 | $319 mio. | 5.75% | −389 582 |
| Vulcan Materials Company US:VMC | 1 039 426 | $307 mio. | 5.52% | ny |
| Hyatt Hotels Corporation US:H | 1 326 362 | $257 mio. | 4.62% | −574 055 |
| Intercontinental Exchange In… US:ICE | 1 983 591 | $244 mio. | 4.39% | −883 926 |
| Becton Dickinson and Company US:BDX | 1 393 329 | $211 mio. | 3.79% | −1 481 250 |
| Transdigm Group Incorporated US:TDG | 137 969 | $184 mio. | 3.31% | −3 873 |
| STRYKER CORP US:SYK | 533 784 | $168 mio. | 3.02% | ny |
| Elevance Health Inc US:ELV | 428 672 | $166 mio. | 2.98% | −445 321 |
| Philip Morris International… US:PM | 51 387 | $9.30 mio. | 0.17% | −15 649 |
| Salesforce.com Inc US:CRM | 51 741 | $8.11 mio. | 0.15% | −2 913 312 |
| Otis Worldwide Corp US:OTIS | 105 652 | $7.56 mio. | 0.14% | ny |
| MEDTRONIC PLC CUSIP G5960L103 | 96 690 | $7.56 mio. | 0.14% | −84 317 |
| Taiwan Semiconductor Manufac… US:TSM · depotbevis | 3 823 | $1.83 mio. | 0.03% | −1 606 |
| Alphabet Inc. US:GOOGL | 0 (var 1 836 779) | — | — | solgt |
| Bio-Rad Laboratories Inc US:BIO | 0 (var 543 335) | — | — | solgt |
| Charter Communications Inc US:CHTR | 0 (var 1 521 130) | — | — | solgt |
| Cognizant Technology Solutio… US:CTSH | 0 (var 78 090) | — | — | solgt |
| HDFC Bank Limited ADR US:HDB · depotbevis | 0 (var 224 364) | — | — | solgt |
| MSC Industrial Direct Compan… US:MSM | 0 (var 94 539) | — | — | solgt |
| NetEase Inc US:NTES · depotbevis | 0 (var 32 957) | — | — | solgt |
| PDD Holdings Inc. US:PDD · depotbevis | 0 (var 22 506) | — | — | solgt |
| Sea Ltd US:SE · depotbevis | 0 (var 22 860) | — | — | solgt |
| Zoetis Inc US:ZTS | 0 (var 1 762 032) | — | — | solgt |
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