Dundas Partners LLP
- SEC CIK
- 0001742418
- Latest filing
- Aug 14, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 12, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 51
- 0 vs. Q4 2022
- Portfolio value
- $956.3M
- +$36.2M (+3.9%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 176,877 | $51.0M | 5.3% | +1,755+1.0% | Added | History |
| GWWW.W. Grainger, Inc. | Stock | 72,230 | $49.8M | 5.2% | −664−0.9% | Reduced | History |
| ADIAnalog Devices Inc | Stock | 196,161 | $38.7M | 4.0% | +3,311+1.7% | Added | History |
| ACNAccenture plc | Stock | 122,106 | $34.9M | 3.6% | −448−0.4% | Reduced | History |
| LFUSLittelfuse Inc | COM | 129,949 | $34.8M | 3.6% | −2,720−2.1% | Reduced | History |
| AAPLApple Inc. | Stock | 200,895 | $33.1M | 3.5% | −3,912−1.9% | Reduced | History |
| ROSTRoss Stores, Inc. | COM | 307,488 | $32.6M | 3.4% | +3,966+1.3% | Added | History |
| APHAmphenol Corp | CL A | 397,507 | $32.5M | 3.4% | −1,399−0.4% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 344,491 | $32.0M | 3.4% | −8,542−2.4% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 62,170 | $30.9M | 3.2% | −1,225−1.9% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 53,288 | $30.7M | 3.2% | −137−0.3% | Reduced | History |
| FDSFactset Research Systems Inc | Stock | 73,864 | $30.7M | 3.2% | −1,391−1.8% | Reduced | History |
| SYKStryker Corp | Stock | 106,453 | $30.4M | 3.2% | −466−0.4% | Reduced | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 178,934 | $29.8M | 3.1% | −800−0.4% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 283,199 | $29.5M | 3.1% | +1,199+0.4% | Added | History |
| HDHome Depot, Inc. | Stock | 99,611 | $29.4M | 3.1% | −743−0.7% | Reduced | History |
| ABTAbbott Laboratories | Stock | 287,590 | $29.1M | 3.0% | −1,346−0.5% | Reduced | History |
| AMATApplied Materials Inc | Stock | 234,053 | $28.7M | 3.0% | +3,584+1.6% | Added | History |
| WRBBerkley W R Corp | COM | 447,357 | $27.9M | 2.9% | +5,744+1.3% | Added | History |
| VVisa Inc. | Stock | 120,841 | $27.2M | 2.8% | +1,525+1.3% | Added | History |
| EFXEquifax Inc | COM | 131,425 | $26.7M | 2.8% | −2,539−1.9% | Reduced | History |
| NDSNNordson Corp | COM | 118,117 | $26.3M | 2.7% | +1,611+1.4% | Added | History |
| BROBrown & Brown, Inc. | Stock | 437,980 | $25.1M | 2.6% | +110.0% | Added | History |
| DISWalt Disney Co | Stock | 250,136 | $25.0M | 2.6% | −404−0.2% | Reduced | History |
| ADPAutomatic Data Processing Inc | Stock | 109,726 | $24.4M | 2.6% | +1,879+1.7% | Added | History |
| KEYSKeysight Technologies, Inc. | Stock | 149,553 | $24.1M | 2.5% | +3,479+2.4% | Added | History |
| EBAYeBay Inc | COM | 539,439 | $23.9M | 2.5% | −9,844−1.8% | Reduced | History |
| ATVIActivision Blizzard, Inc. | COM | 260,273 | $22.3M | 2.3% | −165,295−38.8% | Reduced | History |
| HDBHDFC Bank Ltd | SPONSORED ADS | 333,883 | $22.3M | 2.3% | +1,684+0.5% | Added | History |
| PYPLPayPal Holdings, Inc. | Stock | 272,514 | $20.7M | 2.2% | +8,363+3.2% | Added | History |
| AXPAmerican Express Co | Stock | 120,823 | $19.9M | 2.1% | −2,265−1.8% | Reduced | History |
| ZTSZoetis Inc. | Stock | 114,339 | $19.0M | 2.0% | +18,596+19.4% | Added | History |
| AKAMAkamai Technologies Inc | COM | 126,961 | $9.94M | 1.0% | +1,728+1.4% | Added | History |
| NATINational Instruments Corp | COM | 6,330 | $332.0K | <0.1% | −1,377−17.9% | Reduced | History |
| GGGGraco Inc | COM | 3,780 | $276.0K | <0.1% | −571−13.1% | Reduced | History |
| RBARB Global Inc. | COM | 3,802 | $214.0K | <0.1% | −479−11.2% | Reduced | History |
| POWIPower Integrations Inc | COM | 2,373 | $201.0K | <0.1% | −227−8.7% | Reduced | History |
| NSPInsperity, Inc. | COM | 1,649 | $200.0K | <0.1% | −196−10.6% | Reduced | History |
| MKSIMKS Inc | COM | 1,992 | $177.0K | <0.1% | −368−15.6% | Reduced | History |
| BMIBadger Meter Inc | COM | 1,332 | $162.0K | <0.1% | −620−31.8% | Reduced | History |
| TRUTransUnion | COM | 2,502 | $155.0K | <0.1% | −995−28.5% | Reduced | History |
| GMEDGlobus Medical Inc | Stock | 2,713 | $154.0K | <0.1% | −193−6.6% | Reduced | History |
| Abcam PLC000380204 | ADS | 10,258 | $138.0K | <0.1% | +10,258 | New | – |
| FOXFFox Factory Holding Corp | COM | 1,094 | $133.0K | <0.1% | +154+16.4% | Added | History |
| JBTMJBT Marel Corp | COM | 1,080 | $118.0K | <0.1% | −263−19.6% | Reduced | History |
| FAFFirst American Financial Corp | Stock | 2,088 | $116.0K | <0.1% | −972−31.8% | Reduced | History |
| ALLEAllegion plc | ORD SHS | 1,045 | $112.0K | <0.1% | −486−31.7% | Reduced | History |
| TENBTenable Holdings, Inc. | COM | 2,332 | $111.0K | <0.1% | −569−19.6% | Reduced | History |
| COHRCoherent Corp. | COM | 2,852 | $109.0K | <0.1% | −677−19.2% | Reduced | History |
| MORNMorningstar, Inc. | COM | 347 | $70.0K | <0.1% | −162−31.8% | Reduced | History |
| XMTRXometry, Inc. | CLASS A COM | 3,118 | $47.0K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q4 2022 (1)
Positions held at the end of Q4 2022 that are gone from this filing.