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VERITAS ASSET MANAGEMENT LLP

AUM: $24.49 B

13-F Portfolio Value: $5.56 B

Last 13-F Filed: Q2 2026

Concentration in top 10: 77.27%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
TMO	THERMO FISHER SCIENTIFIC INC	7.96%	882,873	$442,637,207	36,878	4.36%	$501.36	13F
TDG	TRANSDIGM GROUP INC	3.31%	137,969	$183,780,227	3,995	2.98%	$1332.04	13F