Latest Veritas Investment Partners (UK) Ltd. Stock Portfolio
Veritas Investment Partners (UK) Ltd. Performance:
2025 Q3: 0.57%YTD: 0.74%2024: 2.89%
Performance for 2025 Q3 is 0.57%, and YTD is 0.74%, and 2024 is 2.89%.
About Veritas Investment Partners (UK) Ltd. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Navera Investment Management Ltd. reported an equity portfolio of $5.2 Billions as of 30 Sep, 2025.
The top stock holdings of Navera Investment Management Ltd. are MSFT, MA, MMC. The fund has invested 7.7% of it's portfolio in MICROSOFT CORP and 6.9% of portfolio in MASTERCARD INCORPORATED.
They significantly reduced their stock positions in ALIGN TECHNOLOGY INC (ALGN), UNITEDHEALTH GROUP INC (UNH) and ADOBE SYSTEMS INCORPORATED (ADBE). Navera Investment Management Ltd. opened new stock positions in VERISK ANALYTICS INC (VRSK). The fund showed a lot of confidence in some stocks as they added substantially to AMAZON COM INC (AMZN), INTUITIVE SURGICAL INC (ISRG) and AMETEK INC (AME).
The top stock holdings of Navera Investment Management Ltd. are MSFT, MA, MMC. The fund has invested 7.7% of it's portfolio in MICROSOFT CORP and 6.9% of portfolio in MASTERCARD INCORPORATED.
They significantly reduced their stock positions in ALIGN TECHNOLOGY INC (ALGN), UNITEDHEALTH GROUP INC (UNH) and ADOBE SYSTEMS INCORPORATED (ADBE). Navera Investment Management Ltd. opened new stock positions in VERISK ANALYTICS INC (VRSK). The fund showed a lot of confidence in some stocks as they added substantially to AMAZON COM INC (AMZN), INTUITIVE SURGICAL INC (ISRG) and AMETEK INC (AME).
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 0.57% in the last quarter. In trailing 12 months, it's portfolio return was -3.87%.
New Buys
| Ticker | $ Bought |
|---|---|
| verisk analytics inc | 110,017,000 |
New stocks bought by Veritas Investment Partners (UK) Ltd.
Additions
| Ticker | % Inc. |
|---|---|
| amazon com inc | 36.61 |
| intuitive surgical inc | 14.71 |
| ametek inc | 13.58 |
| intuit | 12.84 |
| marsh & mclennan cos inc | 6.98 |
Additions to existing portfolio by Veritas Investment Partners (UK) Ltd.
Reductions
| Ticker | % Reduced |
|---|---|
| align technology inc | -99.7 |
| unitedhealth group inc | -98.55 |
| adobe systems incorporated | -67.72 |
| thermo fisher scientific inc | -28.47 |
| fiserv inc | -17.76 |
| amphenol corp new | -17.5 |
| synopsys inc | -14.25 |
| apple inc | -6.93 |
Veritas Investment Partners (UK) Ltd. reduced stake in above stock
Sold off
Sector Distribution
Navera Investment Management Ltd. has about 37.8% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 37.8 |
| Consumer Cyclical | 14.5 |
| Financial Services | 13.2 |
| Others | 9.7 |
| Healthcare | 9.7 |
| Industrials | 9.5 |
| Communication Services | 5.6 |
Market Cap. Distribution
Navera Investment Management Ltd. has about 90.3% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| LARGE-CAP | 55 |
| MEGA-CAP | 35.3 |
| UNALLOCATED | 9.7 |
Stocks belong to which Index?
About 90.3% of the stocks held by Navera Investment Management Ltd. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 90.3 |
| Others | 9.7 |
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 52 stocks in it's portfolio. About 60.5% of the portfolio is in top 10 stocks. ISRG proved to be the most loss making stock for the portfolio. APH was the most profitable stock for Navera Investment Management Ltd. last quarter.
Last Reported on: 29 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.05 | 9,394 | 2,391,450 | reduced | -6.93 | ||
| ABBV | abbvie inc | 0.00 | 500 | 115,748 | unchanged | 0.00 | ||
| ABT | abbott labs | 0.00 | 655 | 87,750 | unchanged | 0.00 | ||
| ACN | accenture plc ireland | 4.41 | 934,071 | 230,399,000 | reduced | -1.24 | ||
| ADBE | adobe systems incorporated | 0.00 | 286 | 100,858 | reduced | -67.72 | ||
| ADP | automatic data processing in | 4.07 | 723,792 | 212,398,000 | reduced | -0.59 | ||
| ALGN | align technology inc | 0.01 | 2,365 | 296,063 | reduced | -99.7 | ||
| AMD | advanced micro devices inc | 0.00 | 650 | 105,164 | unchanged | 0.00 | ||
| AME | ametek inc | 3.31 | 918,684 | 172,668,000 | added | 13.58 | ||
| AMZN | amazon com inc | 6.14 | 1,459,890 | 320,519,000 | added | 36.61 | ||
| APH | amphenol corp new | 4.16 | 1,755,370 | 217,232,000 | reduced | -17.5 | ||
| AVY | avery dennison corp | 2.55 | 821,619 | 133,231,000 | reduced | -1.01 | ||
| AXP | american express co | 0.01 | 1,000 | 332,195 | unchanged | 0.00 | ||
| BR | broadridge finl solutions in | 5.06 | 1,109,360 | 264,118,000 | reduced | -1.04 | ||
| CB | chubb limited | 0.00 | 108 | 30,483 | unchanged | 0.00 | ||
| CDNS | cadence design system inc | 5.47 | 812,731 | 285,514,000 | reduced | -1.05 | ||
| COST | costco whsl corp new | 0.02 | 1,049 | 970,918 | unchanged | 0.00 | ||
| DE | deere & co | 0.00 | 325 | 148,540 | unchanged | 0.00 | ||
| DG | dollar gen corp new | 0.00 | 1,550 | 160,092 | unchanged | 0.00 | ||
| GOOG | alphabet inc | 3.37 | 724,952 | 176,224,000 | reduced | -1.09 | ||