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Dundas Partners LLP

All holdings · as of Dec 31, 2025

49 positions

CompanyClassValueShares% of portfolio
Alphabet Inc.—$92.68M295,3446.5%
MICROSOFT CORP—$88.24M182,4586.2%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$85.75M282,1616.0%
W. R. Berkley Corporation—$81.44M1,161,4725.7%
AMPHENOL CORP /DE—$72.00M532,8015.1%
APPLIED MATERIALS INC /DE—$70.45M274,1325.0%
AMERICAN EXPRESS CO—$65.72M177,6494.6%
Visa Inc—$62.69M178,7434.4%
THERMO FISHER SCIENTIFIC INC.—$57.02M98,4064.0%
ANALOG DEVICES INC—$54.75M201,8763.9%
ABBOTT LABORATORIES—$53.66M428,3073.8%
BROWN & BROWN, INC.—$53.14M666,8033.7%
NASDAQ, Inc.—$50.68M521,7263.6%
RESMED INC—$49.37M204,9623.5%
Booking Holdings Inc—$44.48M8,3053.1%
ROSS STORES, INC.—$44.18M245,2283.1%
Zoetis Inc.—$38.42M305,3872.7%
AUTOMATIC DATA PROCESSING INC—$36.66M142,5342.6%
AMETEK Inc—$34.92M170,0952.5%
STRYKER CORP—$34.10M97,0142.4%
Mastercard Inc—$32.32M56,6172.3%
HDFC BANK LTDHDBADR$32.29M883,7442.3%
INTUIT INC.—$32.16M48,5512.3%
EQUIFAX INC—$27.78M128,0472.0%
Accenture plc—$23.38M87,1491.6%
Salesforce Inc—$22.19M83,7521.6%
MSCI Inc.—$21.36M37,2261.5%
W.W. GRAINGER, INC.—$20.27M20,0871.4%
ALCON AG—$20.16M252,4181.4%
RB Global Inc—$10.02M97,3080.7%
Jack Henry & Associates Inc—$655.3K3,5910.0%
RYAN SPECIALTY HOLDINGS, INC.—$651.5K12,6180.0%
nVent Electric plc—$627.5K6,1540.0%
BIO-TECHNE Corp—$584.3K9,9360.0%
Applied Industrial Technologies Inc—$541.8K2,1100.0%
STIFEL FINANCIAL CORP—$475.7K3,7990.0%
Paycom Software, Inc.—$449.2K2,8190.0%
ESAB Corp—$434.6K3,8900.0%
Crane Co—$421.6K2,2860.0%
LITTELFUSE INC /DE—$402.1K1,5900.0%
Evercore Inc—$363.7K1,0690.0%
TransUnion—$353.5K4,1220.0%
Hamilton Lane INC—$345.7K2,5740.0%
Marketaxess Holdings Inc—$344.7K1,9020.0%
WATTS WATER TECHNOLOGIES, INC.—$340.3K1,2330.0%
LeMaitre Vascular, Inc.—$263.3K3,2460.0%
RLI CORP—$249.5K3,9000.0%
INTERDIGITAL INC—$182.8K5740.0%
BADGER METER INC—$134.8K7730.0%
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