Veritas Investment Management (UK) Ltd
Filing Date
Global Rank
#2,108
/ 6,774
▼ 13
Top Industry
Information Technology Services
13.5%
3Y Alpha vs SPY
-15.0%
Period ended 4 years ago
Filed Feb 11, 2022 · 4y
8 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+19.7%
SPY
+78.1%
Annualised alpha
-15.0%
Max drawdown
−15.7%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
28 positions · as of Dec 31, 2021 · Δ vs Sep 30, 2021Top Position
10.2%
+0.6 pts
Top 5
40.9%
−1.0 pts
Top 10
70.1%
−0.3 pts
HHI
625
Diversified−0
Portfolio Trend
8 quarters · across all stocks
Sector Breakdown
As of Dec 31, 2021| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 39.2% | $190,947,806 |
| Healthcare | 23.1% | $112,887,920 |
| Financial Services | 14.4% | $69,980,766 |
| Consumer Cyclical | 11.2% | $54,452,149 |
| Basic Materials | 6.3% | $30,506,912 |
| Unclassified | 5.8% | $28,406,804 |
| Communication Services | 0.1% | $386,465 |
| Consumer Defensive | 0.0% | $71,085 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
18 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| APH | Amphenol Corp /De/ | −72,995 | 251,890 | $11,015,149 | |
| MSFT | Microsoft Corp | −30,899 | 97,309 | $32,726,962 | |
| TSCO | Tractor Supply Co /De/ | −19,885 | 138,060 | $6,588,223 | |
| ACN | Accenture plc | −18,268 | 94,026 | $38,978,478 | |
| FISV | Fiserv Inc | −15,346 | 273,695 | $28,406,804 | |
| HAS | Hasbro, Inc. | −11,530 | 263,029 | $26,771,091 | |
| UNH | Unitedhealth Group Inc | −10,419 | 99,122 | $49,773,121 | |
| TMO | Thermo Fisher Scientific Inc. | −10,403 | 66,719 | $44,517,585 | |
| MRSH | Marsh & Mclennan Companies, Inc. | −8,185 | 177,594 | $30,869,389 | |
| ADP | Automatic Data Processing Inc | −7,380 | 105,053 | $25,903,968 | |
| BR | Broadridge Financial Solutions, Inc. | −6,675 | 125,360 | $22,918,315 | |
| AVY | Avery Dennison Corp | −5,393 | 94,101 | $20,379,453 | |
| BRK-B | Berkshire Hathaway Inc | −5,365 | 16,886 | $5,048,914 | |
| SNPS | Synopsys Inc | −3,210 | 57,560 | $21,210,860 | |
| MA | Mastercard Inc | −2,984 | 92,977 | $33,408,495 | |
| GOOGL | Alphabet Inc. | −1,905 | 2,668 | $386,465 | |
| INTU | Intuit Inc. | −1,370 | 27,181 | $17,483,362 | |
| ALGN | Align Technology Inc | −1,005 | 27,673 | $18,186,142 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
6 positions
9 positions ·
$190,947,806 total
· Technology only
· as of Dec 31, 2021
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| ACN |
Accenture plc
Technology
|
Reduced | 94,026 | $38,978,478 | 20.41% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 97,309 | $32,726,962 | 17.14% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Reduced | 105,053 | $25,903,968 | 13.57% | |
| BR |
Broadridge Financial Solutions, Inc.
Technology
|
Reduced | 125,360 | $22,918,315 | 12.00% | |
| SNPS |
Synopsys Inc
Technology
|
Reduced | 57,560 | $21,210,860 | 11.11% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 166,567 | $20,039,675 | 10.49% | |
| INTU |
Intuit Inc.
Technology
|
Reduced | 27,181 | $17,483,362 | 9.16% | |
| APH |
Amphenol Corp /De/
Technology
|
Reduced | 251,890 | $11,015,149 | 5.77% | |
| AAPL |
Apple Inc.
Technology
|
Held | 3,779 | $671,037 | 0.35% |