Institutions / Dundas Partners LLP
Dundas Partners LLP
CIK 1742418 · Institution · as of Dec 31, 2025
Portfolio value
$1.42B
Positions
49
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 49 →
| Company | Value | % of portfolio |
|---|---|---|
| Alphabet Inc. | $92.68M | 6.5% |
| Microsoft Corp | $88.24M | 6.2% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $85.75M | 6.0% |
| W. R. Berkley Corporation | $81.44M | 5.7% |
| Amphenol Corp /De | $72.00M | 5.1% |
| Applied Materials Inc /De | $70.45M | 5.0% |
| American Express Co | $65.72M | 4.6% |
| Visa Inc | $62.69M | 4.4% |
| Thermo Fisher Scientific Inc. | $57.02M | 4.0% |
| Analog Devices Inc | $54.75M | 3.9% |
| Abbott Laboratories | $53.66M | 3.8% |
| Brown & Brown, Inc. | $53.14M | 3.7% |
| NASDAQ, Inc. | $50.68M | 3.6% |
| Resmed Inc | $49.37M | 3.5% |
| Booking Holdings Inc | $44.48M | 3.1% |
| Ross Stores, Inc. | $44.18M | 3.1% |
| Zoetis Inc. | $38.42M | 2.7% |
| Automatic Data Processing Inc | $36.66M | 2.6% |
| AMETEK Inc | $34.92M | 2.5% |
| Stryker Corp | $34.10M | 2.4% |
| Mastercard Inc | $32.32M | 2.3% |
| Hdfc Bank LtdHDB | $32.29M | 2.3% |
| Intuit Inc. | $32.16M | 2.3% |
| Equifax Inc | $27.78M | 2.0% |
| Accenture plc | $23.38M | 1.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.