Dundas Partners LLP
Dundas Partners LLP reported 32 holdings worth US$1.38B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Dundas Partners LLP reported 32 holdings worth US$1.38B as of Jun 30, 2026. Largest: Applied Materials, Inc., Taiwan Semiconductor Manufacturing Co., Ltd. and Alphabet Inc (google) Class C. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 32
- Value as reported
- US$1.38B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Applied Materials, Inc. | 253K | US$183M | 13.2% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 265K | US$127M | 9.2% |
| Alphabet Inc (google) Class C | 280K | US$99.9M | 7.2% |
| Amphenol Corporation | 494K | US$87.2M | 6.3% |
| Analog Devices, Inc. | 192K | US$76.2M | 5.5% |
| Visa Inc. | 203K | US$69.8M | 5.0% |
| Microsoft Corp. | 171K | US$63.6M | 4.6% |
| American Express Company | 171K | US$57.9M | 4.2% |
| Ross Stores, Inc. | 239K | US$50.8M | 3.7% |
| Thermo Fisher Scientific Inc | 97,396 | US$48.8M | 3.5% |
| Booking Holdings Inc. Common Stock | 243K | US$43.4M | 3.1% |
| Nasdaq, Inc. | 512K | US$40.4M | 2.9% |
| Ametek, Inc. | 164K | US$39.6M | 2.9% |
| Resmed Inc. | 203K | US$39.6M | 2.9% |
| Brown & Brown, Inc. | 610K | US$39.1M | 2.8% |
| Abbott Laboratories | 424K | US$38.5M | 2.8% |
| Mastercard Incorporated | 65,751 | US$33.8M | 2.4% |
| Automatic Data Processing, Inc. | 141K | US$31.6M | 2.3% |
| Stryker Corporation | 95,028 | US$29.9M | 2.2% |
| W.r. Berkley Corporation | 391K | US$27.5M | 2.0% |
| W.w. Grainger, Inc. | 19,901 | US$27.1M | 2.0% |
| Hdfc Bank Limited | 843K | US$21.8M | 1.6% |
| Salesforce, Inc. | 120K | US$18.7M | 1.4% |
| Intuit Inc. | 52,445 | US$13.7M | 0.99% |
| Zoetis Inc. | 163K | US$11.7M | 0.85% |
| Equifax, Inc. | 67,627 | US$10.7M | 0.78% |
| Rb Global, Inc. | 81,664 | US$9.5M | 0.69% |
| East West Bancorp, Inc. | 10,672 | US$1.38M | 0.10% |
| Msci Inc. | 0 | US$0 | 0.00% |
| Paycom Software, Inc. | 0 | US$0 | 0.00% |
| Rli Corp. | 0 | US$0 | 0.00% |
| Ryan Specialty Holdings, Inc. | 0 | US$0 | 0.00% |
| Stifel Financial Corporation | 0 | US$0 | 0.00% |
| Transunion | 0 | US$0 | 0.00% |
| Watts Water Technologies, Inc. | 0 | US$0 | 0.00% |
| Applied Industrial Technologies, Inc. | 0 | US$0 | 0.00% |
| Badger Meter, Inc. | 0 | US$0 | 0.00% |
| Bio-techne Corp | 0 | US$0 | 0.00% |
| Crane Company | 0 | US$0 | 0.00% |
| Esab Corporation | 0 | US$0 | 0.00% |
| Evercore Inc. | 0 | US$0 | 0.00% |
| Hamilton Lane Incorporated | 0 | US$0 | 0.00% |
| Jack Henry & Associates, Inc. | 0 | US$0 | 0.00% |
| Lemaitre Vascular, Inc. | 0 | US$0 | 0.00% |
| Littelfuse, Inc. | 0 | US$0 | 0.00% |
| Marketaxess Holdings, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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