Latest Veritas Investment Partners (UK) Ltd. Stock Portfolio
Veritas Investment Partners (UK) Ltd. Performance:
2025 Q4: 0.09%YTD: -0.59%2024: 9%
Performance for 2025 Q4 is 0.09%, and YTD is -0.59%, and 2024 is 9%.
About Veritas Investment Partners (UK) Ltd. and 13F Hedge Fund Stock Holdings
On 2026-02-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, Navera Investment Management Ltd. reported an equity portfolio of $4.7 Billions as of 31 Dec, 2025.
The top stock holdings of Navera Investment Management Ltd. are MA, INTU, MSFT. The fund has invested 8.1% of it's portfolio in MASTERCARD INCORPORATED and 7.1% of portfolio in INTUIT.
They significantly reduced their stock positions in FISERV INC, SYNOPSYS INC (SNPS) and UNITEDHEALTH GROUP INC (UNH). Navera Investment Management Ltd. opened new stock positions in HONEYWELL INTL INC (HON), EDWARDS LIFESCIENCES CORP (EW) and QUANTA SVCS INC (PWR). The fund showed a lot of confidence in some stocks as they added substantially to TAIWAN SEMICONDUCTOR MFG LTD (TSM), ABBVIE INC (ABBV) and COSTCO WHSL CORP NEW (COST).
The top stock holdings of Navera Investment Management Ltd. are MA, INTU, MSFT. The fund has invested 8.1% of it's portfolio in MASTERCARD INCORPORATED and 7.1% of portfolio in INTUIT.
They significantly reduced their stock positions in FISERV INC, SYNOPSYS INC (SNPS) and UNITEDHEALTH GROUP INC (UNH). Navera Investment Management Ltd. opened new stock positions in HONEYWELL INTL INC (HON), EDWARDS LIFESCIENCES CORP (EW) and QUANTA SVCS INC (PWR). The fund showed a lot of confidence in some stocks as they added substantially to TAIWAN SEMICONDUCTOR MFG LTD (TSM), ABBVIE INC (ABBV) and COSTCO WHSL CORP NEW (COST).
Veritas Investment Partners (UK) Ltd. Annual Return Estimates Vs S&P 500
Our best estimate is that Navera Investment Management Ltd. made a return of 0.09% in the last quarter. In trailing 12 months, it's portfolio return was -0.59%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| honeywell intl inc | 760,929 |
| edwards lifesciences corp | 286,594 |
| quanta svcs inc | 284,826 |
| watsco inc | 159,194 |
| mettler toledo international | 147,784 |
| ecolab inc | 145,527 |
| idexx labs inc | 139,385 |
| autodesk inc | 107,773 |
New stocks bought by Veritas Investment Partners (UK) Ltd.
Additions
| Ticker | % Inc. |
|---|---|
| taiwan semiconductor mfg ltd | 3,827 |
| abbvie inc | 139 |
| costco whsl corp new | 95.33 |
| marsh & mclennan cos inc | 8.00 |
| intuit | 7.43 |
| mastercard incorporated | 6.57 |
| apple inc | 1.06 |
| verisk analytics inc | 0.71 |
Additions to existing portfolio by Veritas Investment Partners (UK) Ltd.
Reductions
| Ticker | % Reduced |
|---|---|
| fiserv inc | -99.89 |
| synopsys inc | -99.34 |
| unitedhealth group inc | -34.62 |
| alphabet inc | -21.5 |
| alphabet inc | -21.04 |
| intuitive surgical inc | -15.78 |
| align technology inc | -13.62 |
| microsoft corp | -12.69 |
Veritas Investment Partners (UK) Ltd. reduced stake in above stock
Sold off
Sector Distribution
Navera Investment Management Ltd. has about 34.3% of it's holdings in Technology sector.
- Technology
- Consumer Cyclical
- Financial Services
- Healthcare
- Industrials
- Others
- Communication Services
| Sector | % |
|---|---|
| Technology | 34.3 |
| Consumer Cyclical | 15.3 |
| Financial Services | 15 |
| Healthcare | 11.8 |
| Industrials | 9.8 |
| Others | 7.5 |
| Communication Services | 6.2 |
Market Cap. Distribution
Navera Investment Management Ltd. has about 92.6% of it's portfolio invested in the large-cap and mega-cap stocks.
- LARGE-CAP
- MEGA-CAP
- UNALLOCATED
| Category | % |
|---|---|
| LARGE-CAP | 64.2 |
| MEGA-CAP | 28.4 |
| UNALLOCATED | 7.5 |
Stocks belong to which Index?
About 92.5% of the stocks held by Navera Investment Management Ltd. either belong to S&P 500 or RUSSELL 2000 index.
- S&P 500
- Others
| Index | % |
|---|---|
| S&P 500 | 92.5 |
| Others | 7.5 |
Veritas Investment Partners (UK) Ltd. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Veritas Investment Partners (UK) Ltd.
Navera Investment Management Ltd. has 60 stocks in it's portfolio. About 63.7% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. ISRG was the most profitable stock for Navera Investment Management Ltd. last quarter.
Last Reported on: 12 Feb, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.05 | 9,494 | 2,581,240 | added | 1.06 | ||
| ABBV | abbvie inc | 0.01 | 1,195 | 273,063 | added | 139 | ||
| ABT | abbott labs | 0.00 | 655 | 82,062 | unchanged | 0.00 | ||
| ACN | accenture plc ireland | 5.09 | 897,713 | 240,906,000 | reduced | -3.89 | ||
| ADBE | adobe systems incorporated | 0.00 | 286 | 100,061 | unchanged | 0.00 | ||
| ADP | automatic data processing in | 3.87 | 711,536 | 183,044,000 | reduced | -1.69 | ||
| ADSK | autodesk inc | 0.00 | 364 | 107,773 | new | |||
| ALGN | align technology inc | 0.01 | 2,043 | 319,137 | reduced | -13.62 | ||
| AMD | advanced micro devices inc | 0.00 | 650 | 139,204 | unchanged | 0.00 | ||
| AME | ametek inc | 3.85 | 886,767 | 182,094,000 | reduced | -3.47 | ||
| AMZN | amazon com inc | 6.90 | 1,416,240 | 326,909,000 | reduced | -2.99 | ||
| APH | amphenol corp new | 4.76 | 1,666,300 | 225,205,000 | reduced | -5.07 | ||
| AVY | avery dennison corp | 3.02 | 787,099 | 143,195,000 | reduced | -4.2 | ||
| AXP | american express co | 0.01 | 1,000 | 370,095 | unchanged | 0.00 | ||
| BR | broadridge finl solutions in | 5.11 | 1,085,300 | 242,219,000 | reduced | -2.17 | ||
| CB | chubb limited | 0.00 | 108 | 33,709 | unchanged | 0.00 | ||
| CDNS | cadence design system inc | 5.18 | 784,972 | 245,392,000 | reduced | -3.42 | ||
| COST | costco whsl corp new | 0.04 | 2,049 | 1,766,700 | added | 95.33 | ||
| DE | deere & co | 0.00 | 325 | 151,377 | unchanged | 0.00 | ||
| DG | dollar gen corp new | 0.00 | 1,550 | 205,755 | unchanged | 0.00 | ||