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Livermore
Livermore
ZHEN

Dundas Partners LLP

SEC CIK
0001742418
Latest filing
Aug 14, 2026

Holdings in Q4 2023

Holdings as of Dec 31, 2023, filed Feb 8, 2024. Long positions only; changes compare share counts with Q3 2023.

Institution overview
Positions
47
−3 vs. Q3 2023
Portfolio value
$1.15B
+$129.8M (+12.8%) vs. Q3 2023
Filed
Feb 8, 2024
SEC
Holdings of Dundas Partners LLP in Q4 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
MSFTMicrosoft CorpStock177,908$66.9M5.8%+1,031+0.6%AddedHistory
GWWW.W. Grainger, Inc.Stock72,697$60.2M5.3%+467+0.6%AddedHistory
ACNAccenture plcStock123,571$43.4M3.8%+1,465+1.2%AddedHistory
ROSTRoss Stores, Inc.COM307,488$42.6M3.7%00.0%UnchangedHistory
COSTCostco Wholesale CorpStock62,170$41.0M3.6%00.0%UnchangedHistory
WRBBerkley W R CorpCOM571,073$40.4M3.5%+6,288+1.1%AddedHistory
GOOGAlphabet Inc.Stock283,199$39.9M3.5%00.0%UnchangedHistory
APHAmphenol CorpCL A397,507$39.4M3.4%00.0%UnchangedHistory
ADIAnalog Devices IncStock196,161$39.0M3.4%00.0%UnchangedHistory
AMATApplied Materials IncStock237,066$38.4M3.3%+3,013+1.3%AddedHistory
ABTAbbott LaboratoriesStock323,330$35.6M3.1%00.0%UnchangedHistory
FDSFactset Research Systems IncStock73,864$35.2M3.1%00.0%UnchangedHistory
VVisa Inc.Stock134,305$35.0M3.0%+1,766+1.3%AddedHistory
HDHome Depot, Inc.Stock99,611$34.5M3.0%00.0%UnchangedHistory
MRSHMarsh & McLennan Companies, Inc.Stock178,934$33.9M3.0%00.0%UnchangedHistory
TMOThermo Fisher Scientific Inc.Stock62,651$33.3M2.9%+886+1.4%AddedHistory
ALCAlcon IncStock422,625$33.0M2.9%+21,371+5.3%AddedHistory
EFXEquifax IncCOM131,425$32.5M2.8%00.0%UnchangedHistory
BROBrown & Brown, Inc.Stock444,923$31.6M2.8%+6,943+1.6%AddedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR301,265$31.3M2.7%+10,958+3.8%AddedHistory
NDSNNordson CorpCOM118,117$31.2M2.7%00.0%UnchangedHistory
AXPAmerican Express CoStock166,000$31.1M2.7%00.0%UnchangedHistory
LFUSLittelfuse IncCOM115,414$30.9M2.7%00.0%UnchangedHistory
NDAQNasdaq, Inc.COM495,994$28.8M2.5%00.0%UnchangedHistory
AAPLApple Inc.Stock143,464$27.6M2.4%00.0%UnchangedHistory
SYKStryker CorpStock89,627$26.8M2.3%00.0%UnchangedHistory
ADPAutomatic Data Processing IncStock109,726$25.6M2.2%00.0%UnchangedHistory
ZTSZoetis Inc.Stock129,406$25.5M2.2%00.0%UnchangedHistory
KEYSKeysight Technologies, Inc.Stock149,553$23.8M2.1%00.0%UnchangedHistory
EBAYeBay IncCOM539,439$23.5M2.1%00.0%UnchangedHistory
DISWalt Disney CoStock250,136$22.6M2.0%00.0%UnchangedHistory
HDBHDFC Bank LtdSPONSORED ADS273,848$18.4M1.6%+14,569+5.6%AddedHistory
AMEAmetek IncCOM108,618$17.9M1.6%+108,618NewHistory
PYPLPayPal Holdings, Inc.Stock272,514$16.7M1.5%00.0%UnchangedHistory
RBARB Global Inc.COM110,451$7.39M0.6%+4,785+4.5%AddedHistory
GGGGraco IncCOM3,780$328.0K<0.1%00.0%UnchangedHistory
NSPInsperity, Inc.COM1,935$227.0K<0.1%00.0%UnchangedHistory
JBTMJBT Marel CorpCOM2,162$215.0K<0.1%00.0%UnchangedHistory
SIGISelective Insurance Group IncCOM2,097$209.0K<0.1%00.0%UnchangedHistory
POWIPower Integrations IncCOM2,373$195.0K<0.1%00.0%UnchangedHistory
TRUTransUnionCOM2,821$194.0K<0.1%00.0%UnchangedHistory
MORNMorningstar, Inc.COM598$171.0K<0.1%00.0%UnchangedHistory
GMEDGlobus Medical IncStock2,713$145.0K<0.1%00.0%UnchangedHistory
BMIBadger Meter IncCOM900$139.0K<0.1%00.0%UnchangedHistory
MKSIMKS IncCOM1,305$134.0K<0.1%−687−34.5%ReducedHistory
FAFFirst American Financial CorpStock1,592$103.0K<0.1%−496−23.8%ReducedHistory
FOXFFox Factory Holding CorpCOM1,094$74.0K<0.1%00.0%UnchangedHistory

Sold out since Q3 2023 (4)

Positions held at the end of Q3 2023 that are gone from this filing.

Positions of Dundas Partners LLP sold out since Q3 2023
SecurityClassShares in Q3 2023Value in Q3 2023% of portfolio in Q3 2023History
ATVIActivision Blizzard, Inc.COM260,273$24.4M2.4%History
Abcam PLC000380204ADS10,258$232.0K<0.1%–
TENBTenable Holdings, Inc.COM2,332$104.0K<0.1%History
COHRCoherent Corp.COM2,852$93.0K<0.1%History