Holdings
Dundas Partners LLP
As of Jun 30, 2026, Dundas Partners LLP reported 28 positions worth US$1.34B. Largest: Applied Materials, Inc., Taiwan Semiconductor Manufacturing Co., Ltd. and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Applied Materials, Inc. | 253K | US$183M | −10,385 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 265K | US$127M | −9,827 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 280K | US$99.9M | −9,697 | Jun 30, 2026 |
| Amphenol Corporation | 494K | US$87.2M | −33,530 | Jun 30, 2026 |
| Analog Devices, Inc. | 192K | US$76.2M | −6,911 | Jun 30, 2026 |
| Visa Inc. | 203K | US$69.8M | +9,461 | Jun 30, 2026 |
| Microsoft Corp. | 171K | US$63.6M | −8,924 | Jun 30, 2026 |
| American Express Company | 171K | US$57.9M | −5,107 | Jun 30, 2026 |
| Ross Stores, Inc. | 239K | US$50.8M | no change | Jun 30, 2026 |
| Thermo Fisher Scientific Inc | 97,396 | US$48.8M | no change | Jun 30, 2026 |