Dundas Partners LLP
- SEC CIK
- 0001742418
- Latest filing
- Aug 14, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 14, 2021. Long positions only.
- Positions
- 37
- No 13F data for Q4 2020
- Portfolio value
- $630.1M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 286,835 | $33.9M | 5.4% | – | – | History |
| MSFTMicrosoft Corp | Stock | 123,509 | $29.1M | 4.6% | – | – | History |
| ABTAbbott Laboratories | Stock | 208,547 | $25.0M | 4.0% | – | – | History |
| ACNAccenture plc | Stock | 84,283 | $23.3M | 3.7% | – | – | History |
| ADIAnalog Devices Inc | Stock | 143,373 | $22.2M | 3.5% | – | – | History |
| GOOGAlphabet Inc. | Stock | 10,590 | $21.9M | 3.5% | – | – | History |
| BAXBaxter International Inc | Stock | 259,020 | $21.8M | 3.5% | – | – | History |
| GWWW.W. Grainger, Inc. | Stock | 54,477 | $21.8M | 3.5% | – | – | History |
| PYPLPayPal Holdings, Inc. | Stock | 87,816 | $21.3M | 3.4% | – | – | History |
| Open Text Corp683715957 | COM | 434,901 | $20.7M | 3.3% | – | – | – |
| HDHome Depot, Inc. | Stock | 66,582 | $20.3M | 3.2% | – | – | History |
| DISWalt Disney Co | Stock | 107,433 | $19.8M | 3.1% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 54,859 | $19.3M | 3.1% | – | – | History |
| AAPLApple Inc. | Stock | 157,772 | $19.3M | 3.1% | – | – | History |
| HDBHDFC Bank Ltd | SPONSORED ADS | 239,183 | $18.6M | 2.9% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 38,568 | $17.6M | 2.8% | – | – | History |
| AXPAmerican Express Co | Stock | 124,261 | $17.6M | 2.8% | – | – | History |
| SYKStryker Corp | Stock | 69,670 | $17.0M | 2.7% | – | – | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 139,012 | $16.9M | 2.7% | – | – | History |
| WRBBerkley W R Corp | COM | 217,750 | $16.4M | 2.6% | – | – | History |
| ATVIActivision Blizzard, Inc. | COM | 174,316 | $16.2M | 2.6% | – | – | History |
| LFUSLittelfuse Inc | COM | 57,558 | $15.2M | 2.4% | – | – | History |
| AMATApplied Materials Inc | Stock | 113,218 | $15.1M | 2.4% | – | – | History |
| INTCIntel Corp | Stock | 231,047 | $14.8M | 2.3% | – | – | History |
| WMWaste Management Inc | Stock | 113,964 | $14.7M | 2.3% | – | – | History |
| ZTSZoetis Inc. | Stock | 81,296 | $12.8M | 2.0% | – | – | History |
| VVisa Inc. | Stock | 59,961 | $12.7M | 2.0% | – | – | History |
| IFFInternational Flavors & Fragrances Inc | COM | 90,617 | $12.7M | 2.0% | – | – | History |
| KEYSKeysight Technologies, Inc. | Stock | 85,861 | $12.3M | 2.0% | – | – | History |
| PPGPPG Industries Inc | Stock | 76,800 | $11.5M | 1.8% | – | – | History |
| EBAYeBay Inc | COM | 181,719 | $11.1M | 1.8% | – | – | History |
| ADPAutomatic Data Processing Inc | Stock | 57,280 | $10.8M | 1.7% | – | – | History |
| BMYBristol Myers Squibb Co | Stock | 170,495 | $10.8M | 1.7% | – | – | History |
| ROSTRoss Stores, Inc. | COM | 83,996 | $10.1M | 1.6% | – | – | History |
| IPGPIpg Photonics Corp | COM | 47,633 | $10.0M | 1.6% | – | – | History |
| AKAMAkamai Technologies Inc | COM | 86,680 | $8.83M | 1.4% | – | – | History |
| FDSFactset Research Systems Inc | Stock | 20,720 | $6.39M | 1.0% | – | – | History |