Form 13F security
VEEVA SYS INC
Class CL A COM
As filed on Form 13F — long US-listed positions only. No shorts, cash, bonds, or non-13F assets appear here.
Filed up to 45 days after quarter end; holdings may have changed since.
Tracked managers holding it
Share and principal positions
| Manager | Quarter | Value | % of portfolio | SH/PRN qty | Put/call |
|---|---|---|---|---|---|
| Fundsmith LLP | 2026-06-30 | $145M | 1.1% | SH 816,785 | — |
| BAILLIE GIFFORD & CO | 2026-06-30 | $138M | 0.1% | SH 776,918 | — |
| FUNDSMITH INVESTMENT SERVICES LTD. | 2026-06-30 | $46M | 1.0% | SH 259,070 | — |
| Giverny Capital Inc. | 2026-06-30 | $17M | 0.6% | SH 94,956 | — |
| Bridgewater Associates, LP | 2026-06-30 | $5.4M | <0.1% | SH 30,709 | — |
Total $351M across 5 of 69 managers.
Put positions
| Manager | Quarter | Value | % of portfolio | SH/PRN qty | Put/call |
|---|---|---|---|---|---|
| Point72 Asset Management, L.P. | 2026-06-30 | $11M | <0.1% | SH 61,300 | [PUT] |
Total $11M across 1 of 69 managers.
Call positions
| Manager | Quarter | Value | % of portfolio | SH/PRN qty | Put/call |
|---|---|---|---|---|---|
| Point72 Asset Management, L.P. | 2026-06-30 | $9.7M | <0.1% | SH 54,400 | [CALL] |
Total $9.7M across 1 of 69 managers.
Sums are across tracked reports, not unique economic ownership.
BAILLIE GIFFORD & CO — Combined report.
Giverny Capital Inc. — Amended: this view reflects the filer's restatement of 2026-08-26.
Filed rows (10) — as filed
The filer reports some securities in multiple rows; rows are shown as filed.
| Manager | Class | Put/call | Value | % of portfolio | SH/PRN qty | Source |
|---|---|---|---|---|---|---|
| Fundsmith LLP | CL A COM | — | $145M | 1.1% | SH 816,785 | 0001569205-26-000012 |
| FUNDSMITH INVESTMENT SERVICES LTD. | CL A COM | — | $46M | 1.0% | SH 259,070 | 0001868537-26-000007 |
| BAILLIE GIFFORD & CO | COM | — | $43M | <0.1% | SH 244,040 | 0001088875-26-000057 |
| BAILLIE GIFFORD & CO | COM | — | $39M | <0.1% | SH 219,562 | 0001088875-26-000057 |
| BAILLIE GIFFORD & CO | COM | — | $36M | <0.1% | SH 202,074 | 0001088875-26-000057 |
| BAILLIE GIFFORD & CO | COM | — | $20M | <0.1% | SH 111,242 | 0001088875-26-000057 |
| Giverny Capital Inc. | CLASS A COM | — | $17M | 0.6% | SH 94,956 | 0001641864-26-000010 |
| Point72 Asset Management, L.P. | CL A COM | [PUT] | $11M | <0.1% | SH 61,300 | 0000919574-26-005520 |
| Point72 Asset Management, L.P. | CL A COM | [CALL] | $9.7M | <0.1% | SH 54,400 | 0000919574-26-005520 |
| Bridgewater Associates, LP | CL A COM | — | $5.4M | <0.1% | SH 30,709 | 0001350694-26-000003 |
Quarter-to-quarter notes
Reported change, not a confirmed trade: this compares quarter-end reports filed up to 45 days later, and the position may since have changed. Amendments, corporate actions, and changes in reporting scope can also move these rows. Value change compares period-end reported values; for continuing rows it includes market price movement.
Newly reported by Bridgewater Associates, LP, FUNDSMITH INVESTMENT SERVICES LTD., Fundsmith LLP, Giverny Capital Inc..
Changes appear only where the prior quarter's validated report exists.
Filing details
Giverny Capital Inc. — Superseded filing: 13F-HR filed 2026-08-14.