Dundas Partners LLP
- SEC CIK
- 0001742418
- Latest filing
- Aug 14, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed May 13, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 56
- +1 vs. Q4 2021
- Portfolio value
- $1.10B
- +$295.2M (+36.7%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 175,122 | $54.0M | 4.9% | +46,189+35.8% | Added | History |
| COSTCostco Wholesale Corp | Stock | 72,895 | $42.0M | 3.8% | +18,036+32.9% | Added | History |
| ACNAccenture plc | Stock | 120,860 | $40.8M | 3.7% | +31,780+35.7% | Added | History |
| GOOGAlphabet Inc. | Stock | 13,846 | $38.7M | 3.5% | +2,851+25.9% | Added | History |
| GWWW.W. Grainger, Inc. | Stock | 72,058 | $37.2M | 3.4% | +14,568+25.3% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 350,033 | $36.5M | 3.3% | +51,961+17.4% | Added | History |
| AAPLApple Inc. | Stock | 201,318 | $35.2M | 3.2% | +34,741+20.9% | Added | History |
| ATVIActivision Blizzard, Inc. | COM | 425,568 | $34.1M | 3.1% | +96,232+29.2% | Added | History |
| OTEXOpen Text Corp | COM | 706,740 | $33.9M | 3.1% | +706,740 | New | History |
| ABTAbbott Laboratories | Stock | 284,236 | $33.6M | 3.1% | +59,653+26.6% | Added | History |
| LFUSLittelfuse Inc | COM | 132,669 | $33.1M | 3.0% | +29,638+28.8% | Added | History |
| BAXBaxter International Inc | Stock | 417,608 | $32.4M | 2.9% | +130,000+45.2% | Added | History |
| FDSFactset Research Systems Inc | Stock | 73,709 | $32.0M | 2.9% | +20,130+37.6% | Added | History |
| ADIAnalog Devices Inc | Stock | 192,850 | $31.9M | 2.9% | +41,088+27.1% | Added | History |
| BROBrown & Brown, Inc. | Stock | 429,689 | $31.1M | 2.8% | +83,072+24.0% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 52,576 | $31.1M | 2.8% | +11,730+28.7% | Added | History |
| EBAYeBay Inc | COM | 538,430 | $30.8M | 2.8% | +250,391+86.9% | Added | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 179,734 | $30.6M | 2.8% | +32,950+22.4% | Added | History |
| WRBBerkley W R Corp | COM | 441,613 | $29.4M | 2.7% | +223,863+102.8% | Added | History |
| PYPLPayPal Holdings, Inc. | Stock | 253,651 | $29.3M | 2.7% | +162,332+177.8% | Added | History |
| HDHome Depot, Inc. | Stock | 94,830 | $28.4M | 2.6% | +26,343+38.5% | Added | History |
| EFXEquifax Inc | COM | 116,184 | $27.5M | 2.5% | +41,593+55.8% | Added | History |
| ROSTRoss Stores, Inc. | COM | 293,525 | $26.6M | 2.4% | +182,962+165.5% | Added | History |
| NDSNNordson Corp | COM | 111,306 | $25.3M | 2.3% | +31,377+39.3% | Added | History |
| VVisa Inc. | Stock | 113,419 | $25.2M | 2.3% | +48,365+74.3% | Added | History |
| ADPAutomatic Data Processing Inc | Stock | 106,868 | $24.3M | 2.2% | +18,062+20.3% | Added | History |
| SYKStryker Corp | Stock | 89,641 | $24.0M | 2.2% | +17,763+24.7% | Added | History |
| APHAmphenol Corp | CL A | 317,015 | $23.9M | 2.2% | +125,842+65.8% | Added | History |
| AMATApplied Materials Inc | Stock | 180,329 | $23.8M | 2.2% | +62,154+52.6% | Added | History |
| DISWalt Disney Co | Stock | 171,520 | $23.5M | 2.1% | +64,087+59.7% | Added | History |
| HDBHDFC Bank Ltd | SPONSORED ADS | 326,089 | $20.0M | 1.8% | +84,230+34.8% | Added | History |
| KEYSKeysight Technologies, Inc. | Stock | 125,580 | $19.8M | 1.8% | +35,235+39.0% | Added | History |
| AXPAmerican Express Co | Stock | 96,186 | $18.0M | 1.6% | +13,947+17.0% | Added | History |
| IFFInternational Flavors & Fragrances Inc | COM | 130,866 | $17.2M | 1.6% | +40,249+44.4% | Added | History |
| ZTSZoetis Inc. | Stock | 83,502 | $15.7M | 1.4% | +21,273+34.2% | Added | History |
| PPGPPG Industries Inc | Stock | 116,788 | $15.3M | 1.4% | +36,435+45.3% | Added | History |
| INTCIntel Corp | Stock | 290,003 | $14.4M | 1.3% | +47,804+19.7% | Added | History |
| AKAMAkamai Technologies Inc | COM | 118,669 | $14.2M | 1.3% | +26,385+28.6% | Added | History |
| IPGPIpg Photonics Corp | COM | 106,484 | $11.7M | 1.1% | +49,177+85.8% | Added | History |
| TRUTransUnion | COM | 3,497 | $361.0K | <0.1% | +3,497 | New | History |
| MKSIMKS Inc | COM | 2,360 | $354.0K | <0.1% | 00.0% | Unchanged | History |
| NATINational Instruments Corp | COM | 7,707 | $313.0K | <0.1% | 00.0% | Unchanged | History |
| GGGGraco Inc | COM | 4,351 | $303.0K | <0.1% | 00.0% | Unchanged | History |
| COHRCoherent Corp. | COM | 3,529 | $256.0K | <0.1% | 00.0% | Unchanged | History |
| GMEDGlobus Medical Inc | Stock | 2,906 | $214.0K | <0.1% | 00.0% | Unchanged | History |
| RBARB Global Inc. | COM | 3,374 | $199.0K | <0.1% | 00.0% | Unchanged | History |
| FAFFirst American Financial Corp | Stock | 3,060 | $198.0K | <0.1% | 00.0% | Unchanged | History |
| BMIBadger Meter Inc | COM | 1,952 | $195.0K | <0.1% | 00.0% | Unchanged | History |
| NSPInsperity, Inc. | COM | 1,845 | $185.0K | <0.1% | 00.0% | Unchanged | History |
| OMCLOmnicell, Inc. | COM | 1,365 | $177.0K | <0.1% | 00.0% | Unchanged | History |
| ALLEAllegion plc | ORD SHS | 1,531 | $168.0K | <0.1% | 00.0% | Unchanged | History |
| TENBTenable Holdings, Inc. | COM | 2,901 | $168.0K | <0.1% | 00.0% | Unchanged | History |
| JBTMJBT Marel Corp | COM | 1,343 | $159.0K | <0.1% | 00.0% | Unchanged | History |
| MORNMorningstar, Inc. | COM | 509 | $139.0K | <0.1% | 00.0% | Unchanged | History |
| XMTRXometry, Inc. | CLASS A COM | 3,118 | $115.0K | <0.1% | 00.0% | Unchanged | History |
| FOXFFox Factory Holding Corp | COM | 940 | $92.0K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q4 2021 (1)
Positions held at the end of Q4 2021 that are gone from this filing.
| Security | Class | Shares in Q4 2021 | Value in Q4 2021 | % of portfolio in Q4 2021 | History |
|---|---|---|---|---|---|
| Open Text Corp683715957 | COM | 583,241 | $26.2M | 3.3% | – |