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Livermore
Livermore
ZHEN

Dundas Partners LLP

SEC CIK
0001742418
Latest filing
Aug 14, 2026

Holdings in Q3 2024

Holdings as of Sep 30, 2024, filed Nov 14, 2024. Long positions only; changes compare share counts with Q2 2024.

Institution overview
Positions
51
+1 vs. Q2 2024
Portfolio value
$1.39B
+$100.7M (+7.8%) vs. Q2 2024
Filed
Nov 14, 2024
SEC
Holdings of Dundas Partners LLP in Q3 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
MSFTMicrosoft CorpStock180,361$77.6M5.6%00.0%UnchangedHistory
GWWW.W. Grainger, Inc.Stock73,650$76.5M5.5%00.0%UnchangedHistory
WRBBerkley W R CorpCOM1,123,310$63.7M4.6%+440,766+64.6%AddedHistory
AMATApplied Materials IncStock266,212$53.8M3.9%+264,064+12,293.5%AddedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR303,564$52.7M3.8%00.0%UnchangedHistory
BROBrown & Brown, Inc.Stock479,205$49.6M3.6%00.0%UnchangedHistory
AXPAmerican Express CoStock174,436$47.3M3.4%+6,817+4.1%AddedHistory
GOOGAlphabet Inc.Stock273,525$45.7M3.3%+32,952+13.7%AddedHistory
ADIAnalog Devices IncStock197,970$45.6M3.3%00.0%UnchangedHistory
ACNAccenture plcStock126,597$44.7M3.2%00.0%UnchangedHistory
VVisa Inc.Stock160,525$44.1M3.2%+12,921+8.8%AddedHistory
TMOThermo Fisher Scientific Inc.Stock70,238$43.4M3.1%00.0%UnchangedHistory
ALCAlcon IncStock425,938$42.4M3.1%00.0%UnchangedHistory
MRSHMarsh & McLennan Companies, Inc.Stock187,494$41.8M3.0%00.0%UnchangedHistory
ROSTRoss Stores, Inc.COM274,017$41.2M3.0%00.0%UnchangedHistory
HDHome Depot, Inc.Stock101,274$41.0M3.0%00.0%UnchangedHistory
APHAmphenol CorpCL A617,382$40.2M2.9%00.0%UnchangedHistory
ABTAbbott LaboratoriesStock345,049$39.3M2.8%+14,822+4.5%AddedHistory
EFXEquifax IncCOM132,615$39.0M2.8%00.0%UnchangedHistory
NDAQNasdaq, Inc.COM500,759$36.6M2.6%00.0%UnchangedHistory
ZTSZoetis Inc.Stock182,113$35.6M2.6%+41,131+29.2%AddedHistory
RMDResmed IncCOM140,562$34.3M2.5%+7,875+5.9%AddedHistory
FDSFactset Research Systems IncStock74,556$34.3M2.5%00.0%UnchangedHistory
SYKStryker CorpStock90,522$32.7M2.4%00.0%UnchangedHistory
NDSNNordson CorpCOM119,311$31.3M2.3%00.0%UnchangedHistory
ADPAutomatic Data Processing IncStock112,482$31.1M2.2%00.0%UnchangedHistory
BKNGBooking Holdings Inc.Stock7,270$30.6M2.2%+1,332+22.4%AddedHistory
AAPLApple Inc.Stock122,222$28.5M2.0%00.0%UnchangedHistory
HDBHDFC Bank LtdSPONSORED ADS406,972$25.5M1.8%00.0%UnchangedHistory
DISWalt Disney CoStock252,703$24.3M1.7%00.0%UnchangedHistory
AMEAmetek IncCOM133,770$23.0M1.7%00.0%UnchangedHistory
MAMastercard IncStock44,459$22.0M1.6%00.0%UnchangedHistory
COSTCostco Wholesale CorpStock23,963$21.2M1.5%−4,437−15.6%ReducedHistory
KEYSKeysight Technologies, Inc.Stock108,336$17.2M1.2%−21,932−16.8%ReducedHistory
EBAYeBay IncCOM255,796$16.7M1.2%−134,615−34.5%ReducedHistory
RBARB Global Inc.COM111,688$8.99M0.6%−1,350−1.2%ReducedHistory
TRUTransUnionCOM5,538$579.8K<0.1%−1,327−19.3%ReducedHistory
RYANRyan Specialty Holdings, Inc.CL A8,225$546.1K<0.1%−1,972−19.3%ReducedHistory
GGGGraco IncCOM6,167$539.7K<0.1%−1,478−19.3%ReducedHistory
MKTXMarketaxess Holdings IncCOM2,093$536.2K<0.1%−501−19.3%ReducedHistory
WTSWatts Water Technologies IncCL A2,201$456.0K<0.1%−527−19.3%ReducedHistory
LFUSLittelfuse IncCOM1,531$406.1K<0.1%−366−19.3%ReducedHistory
AITApplied Industrial Technologies IncCOM1,733$386.7K<0.1%−239,531−99.3%ReducedHistory
InterDigital, Inc.45867GAD3NOTE 3.500% 6/02,600$368.2K<0.1%+2,600New–
ESABESAB CorpCOM3,454$367.2K<0.1%−827−19.3%ReducedHistory
SIGISelective Insurance Group IncCOM3,533$329.6K<0.1%−846−19.3%ReducedHistory
BMIBadger Meter IncCOM1,389$303.4K<0.1%−333−19.3%ReducedHistory
POWIPower Integrations IncCOM4,580$293.7K<0.1%−1,098−19.3%ReducedHistory
MORNMorningstar, Inc.COM899$286.9K<0.1%−215−19.3%ReducedHistory
PYPLPayPal Holdings, Inc.Stock1,583$263.7K<0.1%−270,931−99.4%ReducedHistory
MKSIMKS IncCOM1,993$216.7K<0.1%−477−19.3%ReducedHistory