Dundas Partners LLP
- SEC CIK
- 0001742418
- Latest filing
- Aug 14, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 8, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 51
- −1 vs. Q3 2022
- Portfolio value
- $920.1M
- +$60.5M (+7.0%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 175,122 | $42.0M | 4.6% | 00.0% | Unchanged | History |
| GWWW.W. Grainger, Inc. | Stock | 72,894 | $40.5M | 4.4% | +836+1.2% | Added | History |
| ROSTRoss Stores, Inc. | COM | 303,522 | $35.2M | 3.8% | 00.0% | Unchanged | History |
| ACNAccenture plc | Stock | 122,554 | $32.7M | 3.6% | +1,694+1.4% | Added | History |
| ATVIActivision Blizzard, Inc. | COM | 425,568 | $32.6M | 3.5% | 00.0% | Unchanged | History |
| WRBBerkley W R Corp | COM | 441,613 | $32.0M | 3.5% | 00.0% | Unchanged | History |
| ABTAbbott Laboratories | Stock | 288,936 | $31.7M | 3.4% | +4,700+1.7% | Added | History |
| HDHome Depot, Inc. | Stock | 100,354 | $31.7M | 3.4% | 00.0% | Unchanged | History |
| ADIAnalog Devices Inc | Stock | 192,850 | $31.6M | 3.4% | 00.0% | Unchanged | History |
| APHAmphenol Corp | CL A | 398,906 | $30.4M | 3.3% | +6,405+1.6% | Added | History |
| FDSFactset Research Systems Inc | Stock | 75,255 | $30.2M | 3.3% | +1,546+2.1% | Added | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 179,734 | $29.7M | 3.2% | 00.0% | Unchanged | History |
| TMOThermo Fisher Scientific Inc. | Stock | 53,425 | $29.4M | 3.2% | +849+1.6% | Added | History |
| LFUSLittelfuse Inc | COM | 132,669 | $29.2M | 3.2% | 00.0% | Unchanged | History |
| COSTCostco Wholesale Corp | Stock | 63,395 | $28.9M | 3.1% | 00.0% | Unchanged | History |
| NDSNNordson Corp | COM | 116,506 | $27.7M | 3.0% | +2,000+1.7% | Added | History |
| AAPLApple Inc. | Stock | 204,807 | $26.6M | 2.9% | +3,489+1.7% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 353,033 | $26.3M | 2.9% | +3,000+0.9% | Added | History |
| SYKStryker Corp | Stock | 106,919 | $26.1M | 2.8% | 00.0% | Unchanged | History |
| EFXEquifax Inc | COM | 133,964 | $26.0M | 2.8% | 00.0% | Unchanged | History |
| ADPAutomatic Data Processing Inc | Stock | 107,847 | $25.8M | 2.8% | +979+0.9% | Added | History |
| GOOGAlphabet Inc. | Stock | 282,000 | $25.0M | 2.7% | +5,080+1.8% | Added | History |
| KEYSKeysight Technologies, Inc. | Stock | 146,074 | $25.0M | 2.7% | +2,700+1.9% | Added | History |
| BROBrown & Brown, Inc. | Stock | 437,969 | $25.0M | 2.7% | +8,280+1.9% | Added | History |
| VVisa Inc. | Stock | 119,316 | $24.8M | 2.7% | 00.0% | Unchanged | History |
| EBAYeBay Inc | COM | 549,283 | $22.8M | 2.5% | +10,853+2.0% | Added | History |
| HDBHDFC Bank Ltd | SPONSORED ADS | 332,199 | $22.7M | 2.5% | +6,110+1.9% | Added | History |
| AMATApplied Materials Inc | Stock | 230,469 | $22.4M | 2.4% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 250,540 | $21.8M | 2.4% | +5,204+2.1% | Added | History |
| INTCIntel Corp | Stock | 735,666 | $19.4M | 2.1% | 00.0% | Unchanged | History |
| PYPLPayPal Holdings, Inc. | Stock | 264,151 | $18.8M | 2.0% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 123,088 | $18.2M | 2.0% | 00.0% | Unchanged | History |
| ZTSZoetis Inc. | Stock | 95,743 | $14.0M | 1.5% | +6,143+6.9% | Added | History |
| AKAMAkamai Technologies Inc | COM | 125,233 | $10.6M | 1.1% | +6,564+5.5% | Added | History |
| GGGGraco Inc | COM | 4,351 | $293.0K | <0.1% | +4,351 | New | History |
| NATINational Instruments Corp | COM | 7,707 | $284.0K | <0.1% | 00.0% | Unchanged | History |
| RBARB Global Inc. | COM | 4,281 | $247.0K | <0.1% | +907+26.9% | Added | History |
| GMEDGlobus Medical Inc | Stock | 2,906 | $216.0K | <0.1% | 00.0% | Unchanged | History |
| BMIBadger Meter Inc | COM | 1,952 | $213.0K | <0.1% | 00.0% | Unchanged | History |
| NSPInsperity, Inc. | COM | 1,845 | $210.0K | <0.1% | 00.0% | Unchanged | History |
| MKSIMKS Inc | COM | 2,360 | $200.0K | <0.1% | 00.0% | Unchanged | History |
| TRUTransUnion | COM | 3,497 | $198.0K | <0.1% | 00.0% | Unchanged | History |
| POWIPower Integrations Inc | COM | 2,600 | $186.0K | <0.1% | 00.0% | Unchanged | History |
| ALLEAllegion plc | ORD SHS | 1,531 | $161.0K | <0.1% | 00.0% | Unchanged | History |
| FAFFirst American Financial Corp | Stock | 3,060 | $160.0K | <0.1% | 00.0% | Unchanged | History |
| COHRCoherent Corp. | COM | 3,529 | $124.0K | <0.1% | 00.0% | Unchanged | History |
| JBTMJBT Marel Corp | COM | 1,343 | $123.0K | <0.1% | 00.0% | Unchanged | History |
| TENBTenable Holdings, Inc. | COM | 2,901 | $111.0K | <0.1% | 00.0% | Unchanged | History |
| MORNMorningstar, Inc. | COM | 509 | $110.0K | <0.1% | 00.0% | Unchanged | History |
| XMTRXometry, Inc. | CLASS A COM | 3,118 | $100.0K | <0.1% | 00.0% | Unchanged | History |
| FOXFFox Factory Holding Corp | COM | 940 | $86.0K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q3 2022 (2)
Positions held at the end of Q3 2022 that are gone from this filing.