Veritas Asset Management LLP
London X0 · SEC CIK 0001541448
$55.59亿2026Q2 申报市值
21持仓数
77.3%前十大占比 · 第一大 9.8%
4 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SPGI 新建仓+$3.38亿
VMC 新建仓+$3.07亿
SYK 新建仓+$1.68亿
TMO 加仓+$1,848.92万
OTIS 新建仓+$756.47万
2026Q2 卖出最多 按季末市值估算
CRM 减仓-$3.45亿
UNH 减仓-$3.34亿
CHTR 清仓-$2.40亿
ZTS 清仓-$1.48亿
WAT 减仓-$1.31亿
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | $5.43亿 | 9.78% | 2,280,144 | -339,180 | -12.9% | -$8,084.02万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $5.11亿 | 9.20% | 995,345 | -67,969 | -6.4% | -$3,490.89万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $4.96亿 | 8.93% | 5,727,867 | -1,126,494 | -16.4% | -$9,761.07万 | 减仓 |
| AON | AON PLC | $4.67亿 | 8.40% | 1,408,111 | -112,166 | -7.4% | -$3,720.43万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $4.48亿 | 8.06% | 1,078,201 | -803,870 | -42.7% | -$3.34亿 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $4.43亿 | 7.96% | 882,873 | 36,878 | 4.4% | $1,848.92万 | 加仓 |
| MSFT | MICROSOFT CORP | $4.22亿 | 7.59% | 1,131,674 | -166,961 | -12.9% | -$6,227.98万 | 减仓 |
| SPGI | S&P GLOBAL INC | $3.38亿 | 6.08% | 830,609 | 830,609 | — | $3.38亿 | 新建仓 |
| WAT | WATERS CORP | $3.19亿 | 5.75% | 851,624 | -349,189 | -29.1% | -$1.31亿 | 减仓 |
| VMC | VULCAN MATLS CO | $3.07亿 | 5.52% | 1,039,426 | 1,039,426 | — | $3.07亿 | 新建仓 |
| H | HYATT HOTELS CORP | $2.57亿 | 4.62% | 1,326,362 | -9,885 | -0.7% | -$191.61万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $2.44亿 | 4.39% | 1,983,591 | -163,460 | -7.6% | -$2,012.36万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $2.11亿 | 3.79% | 1,393,329 | -629,501 | -31.1% | -$9,526.24万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $1.84亿 | 3.31% | 137,969 | 3,995 | 3.0% | $532.15万 | 加仓 |
| SYK | STRYKER CORPORATION | $1.68亿 | 3.02% | 533,784 | 533,784 | — | $1.68亿 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $1.66亿 | 2.98% | 428,672 | -206,699 | -32.5% | -$7,993.67万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $929.64万 | 0.17% | 51,387 | -15,649 | -23.3% | -$283.11万 | 减仓 |
| CRM | SALESFORCE INC | $810.57万 | 0.15% | 51,741 | -2,202,145 | -97.7% | -$3.45亿 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $756.47万 | 0.14% | 105,652 | 105,652 | — | $756.47万 | 新建仓 |
| MDT | MEDTRONIC PLC | $756.41万 | 0.14% | 96,690 | -66,018 | -40.6% | -$516.46万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $182.57万 | 0.03% | 3,823 | -519 | -12.0% | -$24.79万 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $0 | 0.00% | 0 | -1,113,053 | -100.0% | -$2.40亿 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -1,252,898 | -100.0% | -$1.48亿 | 清仓 |
| MSM | MSC INDL DIRECT INC | $0 | 0.00% | 0 | -75,386 | -100.0% | -$695.59万 | 清仓 |
| PDD | PDD HOLDINGS INC | $0 | 0.00% | 0 | -10,020 | -100.0% | -$102.38万 | 清仓 |