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Livermore
Livermore
ZHEN

Dundas Partners LLP

SEC CIK
0001742418
Latest filing
Aug 14, 2026

Holdings in Q3 2023

Holdings as of Sep 30, 2023, filed Nov 14, 2023. Long positions only; changes compare share counts with Q2 2023.

Institution overview
Positions
50
−2 vs. Q2 2023
Portfolio value
$1.02B
−$44.8M (−4.2%) vs. Q2 2023
Filed
Nov 14, 2023
SEC
Holdings of Dundas Partners LLP in Q3 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
MSFTMicrosoft CorpStock176,877$55.8M5.5%00.0%UnchangedHistory
GWWW.W. Grainger, Inc.Stock72,230$50.0M4.9%00.0%UnchangedHistory
ACNAccenture plcStock122,106$37.5M3.7%00.0%UnchangedHistory
GOOGAlphabet Inc.Stock283,199$37.3M3.7%00.0%UnchangedHistory
WRBBerkley W R CorpCOM564,785$35.9M3.5%+117,428+26.2%AddedHistory
COSTCostco Wholesale CorpStock62,170$35.1M3.5%00.0%UnchangedHistory
ROSTRoss Stores, Inc.COM307,488$34.7M3.4%00.0%UnchangedHistory
ADIAnalog Devices IncStock196,161$34.3M3.4%00.0%UnchangedHistory
MRSHMarsh & McLennan Companies, Inc.Stock178,934$34.1M3.3%00.0%UnchangedHistory
APHAmphenol CorpCL A397,507$33.4M3.3%00.0%UnchangedHistory
AMATApplied Materials IncStock234,053$32.4M3.2%00.0%UnchangedHistory
FDSFactset Research Systems IncStock73,864$32.3M3.2%00.0%UnchangedHistory
ABTAbbott LaboratoriesStock323,330$31.3M3.1%+35,740+12.4%AddedHistory
TMOThermo Fisher Scientific Inc.Stock61,765$31.3M3.1%+8,477+15.9%AddedHistory
ALCAlcon IncStock401,254$31.1M3.1%+16,537+4.3%AddedHistory
BROBrown & Brown, Inc.Stock437,980$30.6M3.0%00.0%UnchangedHistory
VVisa Inc.Stock132,539$30.5M3.0%+11,698+9.7%AddedHistory
HDHome Depot, Inc.Stock99,611$30.1M3.0%00.0%UnchangedHistory
LFUSLittelfuse IncCOM115,414$28.5M2.8%00.0%UnchangedHistory
ADPAutomatic Data Processing IncStock109,726$26.4M2.6%00.0%UnchangedHistory
NDSNNordson CorpCOM118,117$26.4M2.6%00.0%UnchangedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR290,307$25.2M2.5%−6,854−2.3%ReducedHistory
AXPAmerican Express CoStock166,000$24.8M2.4%+45,177+37.4%AddedHistory
AAPLApple Inc.Stock143,464$24.6M2.4%−57,431−28.6%ReducedHistory
SYKStryker CorpStock89,627$24.5M2.4%00.0%UnchangedHistory
ATVIActivision Blizzard, Inc.COM260,273$24.4M2.4%00.0%UnchangedHistory
NDAQNasdaq, Inc.COM495,994$24.1M2.4%00.0%UnchangedHistory
EFXEquifax IncCOM131,425$24.1M2.4%00.0%UnchangedHistory
EBAYeBay IncCOM539,439$23.8M2.3%00.0%UnchangedHistory
ZTSZoetis Inc.Stock129,406$22.5M2.2%+15,067+13.2%AddedHistory
DISWalt Disney CoStock250,136$20.3M2.0%00.0%UnchangedHistory
KEYSKeysight Technologies, Inc.Stock149,553$19.8M1.9%00.0%UnchangedHistory
PYPLPayPal Holdings, Inc.Stock272,514$15.9M1.6%00.0%UnchangedHistory
HDBHDFC Bank LtdSPONSORED ADS259,279$15.3M1.5%−9,668−3.6%ReducedHistory
RBARB Global Inc.COM105,666$6.62M0.7%+35,194+49.9%AddedHistory
GGGGraco IncCOM3,780$275.0K<0.1%00.0%UnchangedHistory
Abcam PLC000380204ADS10,258$232.0K<0.1%00.0%Unchanged–
JBTMJBT Marel CorpCOM2,162$227.0K<0.1%+474+28.1%AddedHistory
SIGISelective Insurance Group IncCOM2,097$216.0K<0.1%00.0%UnchangedHistory
TRUTransUnionCOM2,821$203.0K<0.1%+319+12.7%AddedHistory
NSPInsperity, Inc.COM1,935$189.0K<0.1%00.0%UnchangedHistory
POWIPower Integrations IncCOM2,373$181.0K<0.1%00.0%UnchangedHistory
MKSIMKS IncCOM1,992$172.0K<0.1%00.0%UnchangedHistory
MORNMorningstar, Inc.COM598$140.0K<0.1%+251+72.3%AddedHistory
GMEDGlobus Medical IncStock2,713$135.0K<0.1%00.0%UnchangedHistory
BMIBadger Meter IncCOM900$129.0K<0.1%00.0%UnchangedHistory
FAFFirst American Financial CorpStock2,088$118.0K<0.1%00.0%UnchangedHistory
FOXFFox Factory Holding CorpCOM1,094$108.0K<0.1%00.0%UnchangedHistory
TENBTenable Holdings, Inc.COM2,332$104.0K<0.1%00.0%UnchangedHistory
COHRCoherent Corp.COM2,852$93.0K<0.1%00.0%UnchangedHistory

Sold out since Q2 2023 (2)

Positions held at the end of Q2 2023 that are gone from this filing.

Positions of Dundas Partners LLP sold out since Q2 2023
SecurityClassShares in Q2 2023Value in Q2 2023% of portfolio in Q2 2023History
AKAMAkamai Technologies IncCOM126,961$11.4M1.1%History
ALLEAllegion plcORD SHS1,045$125.0K<0.1%History