Dundas Partners LLP
- SEC CIK
- 0001742418
- Latest filing
- Aug 14, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 14, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 46
- −1 vs. Q4 2023
- Portfolio value
- $1.27B
- +$123.1M (+10.7%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 177,908 | $74.8M | 5.9% | 00.0% | Unchanged | History |
| GWWW.W. Grainger, Inc. | Stock | 72,697 | $74.0M | 5.8% | 00.0% | Unchanged | History |
| WRBBerkley W R Corp | COM | 611,542 | $54.1M | 4.3% | +40,469+7.1% | Added | History |
| AMATApplied Materials Inc | Stock | 237,066 | $48.9M | 3.8% | 00.0% | Unchanged | History |
| APHAmphenol Corp | CL A | 397,507 | $45.9M | 3.6% | 00.0% | Unchanged | History |
| ROSTRoss Stores, Inc. | COM | 298,958 | $43.9M | 3.5% | −8,530−2.8% | Reduced | History |
| ACNAccenture plc | Stock | 123,571 | $42.8M | 3.4% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 277,890 | $42.3M | 3.3% | −5,309−1.9% | Reduced | History |
| BROBrown & Brown, Inc. | Stock | 474,677 | $41.6M | 3.3% | +29,754+6.7% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 301,265 | $41.0M | 3.2% | 00.0% | Unchanged | History |
| TMOThermo Fisher Scientific Inc. | Stock | 69,574 | $40.4M | 3.2% | +6,923+11.1% | Added | History |
| VVisa Inc. | Stock | 142,705 | $39.8M | 3.1% | +8,400+6.3% | Added | History |
| ADIAnalog Devices Inc | Stock | 196,161 | $38.8M | 3.1% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 99,611 | $38.2M | 3.0% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 166,000 | $37.8M | 3.0% | 00.0% | Unchanged | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 178,934 | $36.9M | 2.9% | 00.0% | Unchanged | History |
| ABTAbbott Laboratories | Stock | 323,330 | $36.8M | 2.9% | 00.0% | Unchanged | History |
| EFXEquifax Inc | COM | 131,425 | $35.2M | 2.8% | 00.0% | Unchanged | History |
| ALCAlcon Inc | Stock | 422,625 | $35.0M | 2.8% | 00.0% | Unchanged | History |
| FDSFactset Research Systems Inc | Stock | 73,864 | $33.6M | 2.6% | 00.0% | Unchanged | History |
| NDSNNordson Corp | COM | 118,117 | $32.4M | 2.6% | 00.0% | Unchanged | History |
| SYKStryker Corp | Stock | 89,627 | $32.1M | 2.5% | 00.0% | Unchanged | History |
| NDAQNasdaq, Inc. | COM | 495,994 | $31.3M | 2.5% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 250,136 | $30.6M | 2.4% | 00.0% | Unchanged | History |
| EBAYeBay Inc | COM | 523,563 | $27.6M | 2.2% | −15,876−2.9% | Reduced | History |
| ADPAutomatic Data Processing Inc | Stock | 109,726 | $27.4M | 2.2% | 00.0% | Unchanged | History |
| LFUSLittelfuse Inc | COM | 112,465 | $27.3M | 2.1% | −2,949−2.6% | Reduced | History |
| AAPLApple Inc. | Stock | 143,464 | $24.6M | 1.9% | 00.0% | Unchanged | History |
| KEYSKeysight Technologies, Inc. | Stock | 143,527 | $22.4M | 1.8% | −6,026−4.0% | Reduced | History |
| ZTSZoetis Inc. | Stock | 129,406 | $21.9M | 1.7% | 00.0% | Unchanged | History |
| RMDResmed Inc | COM | 108,868 | $21.6M | 1.7% | +108,868 | New | History |
| COSTCostco Wholesale Corp | Stock | 28,400 | $20.8M | 1.6% | −33,770−54.3% | Reduced | History |
| AMEAmetek Inc | COM | 108,618 | $19.9M | 1.6% | 00.0% | Unchanged | History |
| HDBHDFC Bank Ltd | SPONSORED ADS | 342,628 | $19.2M | 1.5% | +68,780+25.1% | Added | History |
| PYPLPayPal Holdings, Inc. | Stock | 272,514 | $18.3M | 1.4% | 00.0% | Unchanged | History |
| RBARB Global Inc. | COM | 111,437 | $8.49M | 0.7% | +986+0.9% | Added | History |
| GGGGraco Inc | COM | 4,596 | $430.0K | <0.1% | +816+21.6% | Added | History |
| WTSWatts Water Technologies Inc | CL A | 1,644 | $349.0K | <0.1% | +1,644 | New | History |
| SIGISelective Insurance Group Inc | COM | 2,586 | $282.0K | <0.1% | +489+23.3% | Added | History |
| TRUTransUnion | COM | 3,510 | $280.0K | <0.1% | +689+24.4% | Added | History |
| JBTMJBT Marel Corp | COM | 2,615 | $274.0K | <0.1% | +453+21.0% | Added | History |
| NSPInsperity, Inc. | COM | 2,449 | $268.0K | <0.1% | +514+26.6% | Added | History |
| MORNMorningstar, Inc. | COM | 729 | $225.0K | <0.1% | +131+21.9% | Added | History |
| MKSIMKS Inc | COM | 1,642 | $218.0K | <0.1% | +337+25.8% | Added | History |
| POWIPower Integrations Inc | COM | 3,015 | $216.0K | <0.1% | +642+27.1% | Added | History |
| BMIBadger Meter Inc | COM | 1,146 | $185.0K | <0.1% | +246+27.3% | Added | History |
Sold out since Q4 2023 (3)
Positions held at the end of Q4 2023 that are gone from this filing.