Dundas Partners LLP
- SEC CIK
- 0001742418
- Latest filing
- Aug 14, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 13, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 49
- −1 vs. Q4 2024
- Portfolio value
- $1.36B
- −$67.6M (−4.7%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| WRBBerkley W R Corp | COM | 1,123,310 | $79.9M | 5.9% | 00.0% | Unchanged | History |
| GWWW.W. Grainger, Inc. | Stock | 73,650 | $72.8M | 5.4% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 186,468 | $70.0M | 5.2% | 00.0% | Unchanged | History |
| BROBrown & Brown, Inc. | Stock | 503,111 | $62.6M | 4.6% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 175,029 | $61.3M | 4.5% | 00.0% | Unchanged | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 289,171 | $48.0M | 3.5% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 301,749 | $47.1M | 3.5% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 174,436 | $46.9M | 3.5% | 00.0% | Unchanged | History |
| ABTAbbott Laboratories | Stock | 345,049 | $45.8M | 3.4% | 00.0% | Unchanged | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 187,494 | $45.8M | 3.4% | 00.0% | Unchanged | History |
| APHAmphenol Corp | CL A | 617,382 | $40.5M | 3.0% | 00.0% | Unchanged | History |
| ADIAnalog Devices Inc | Stock | 197,970 | $39.9M | 2.9% | 00.0% | Unchanged | History |
| ACNAccenture plc | Stock | 126,597 | $39.5M | 2.9% | 00.0% | Unchanged | History |
| AMATApplied Materials Inc | Stock | 266,212 | $38.6M | 2.8% | 00.0% | Unchanged | History |
| ALCAlcon Inc | Stock | 406,475 | $38.3M | 2.8% | +2,481+0.6% | Added | History |
| NDAQNasdaq, Inc. | COM | 500,759 | $38.0M | 2.8% | 00.0% | Unchanged | History |
| TMOThermo Fisher Scientific Inc. | Stock | 75,152 | $37.4M | 2.8% | +4,914+7.0% | Added | History |
| ROSTRoss Stores, Inc. | COM | 279,145 | $35.7M | 2.6% | +5,128+1.9% | Added | History |
| ADPAutomatic Data Processing Inc | Stock | 112,482 | $34.4M | 2.5% | 00.0% | Unchanged | History |
| RMDResmed Inc | COM | 152,184 | $34.1M | 2.5% | +11,622+8.3% | Added | History |
| FDSFactset Research Systems Inc | Stock | 74,556 | $33.9M | 2.5% | 00.0% | Unchanged | History |
| SYKStryker Corp | Stock | 90,522 | $33.7M | 2.5% | 00.0% | Unchanged | History |
| BKNGBooking Holdings Inc. | Stock | 7,270 | $33.5M | 2.5% | 00.0% | Unchanged | History |
| ZTSZoetis Inc. | Stock | 197,747 | $32.6M | 2.4% | +15,634+8.6% | Added | History |
| EFXEquifax Inc | COM | 132,615 | $32.3M | 2.4% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 122,222 | $27.1M | 2.0% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 73,785 | $27.0M | 2.0% | −27,489−27.1% | Reduced | History |
| HDBHDFC Bank Ltd | SPONSORED ADS | 393,556 | $26.1M | 1.9% | +7,572+2.0% | Added | History |
| AMEAmetek Inc | COM | 142,812 | $24.6M | 1.8% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 44,459 | $24.4M | 1.8% | 00.0% | Unchanged | History |
| NDSNNordson Corp | COM | 119,311 | $24.1M | 1.8% | 00.0% | Unchanged | History |
| COSTCostco Wholesale Corp | Stock | 23,963 | $22.7M | 1.7% | 00.0% | Unchanged | History |
| INTUIntuit Inc. | Stock | 36,888 | $22.6M | 1.7% | +36,888 | New | History |
| MSCIMSCI Inc. | Stock | 37,782 | $21.4M | 1.6% | +37,782 | New | History |
| RBARB Global Inc. | COM | 91,989 | $9.23M | 0.7% | 00.0% | Unchanged | History |
| RYANRyan Specialty Holdings, Inc. | CL A | 10,897 | $805.0K | 0.1% | +643+6.3% | Added | History |
| GGGGraco Inc | COM | 7,208 | $601.9K | <0.1% | 00.0% | Unchanged | History |
| TRUTransUnion | COM | 7,017 | $582.3K | <0.1% | +459+7.0% | Added | History |
| MKTXMarketaxess Holdings Inc | COM | 2,567 | $555.4K | <0.1% | +203+8.6% | Added | History |
| PAYCPaycom Software, Inc. | Stock | 2,456 | $536.6K | <0.1% | +2,456 | New | History |
| WTSWatts Water Technologies Inc | CL A | 2,567 | $523.5K | <0.1% | 00.0% | Unchanged | History |
| ESABESAB Corp | COM | 4,132 | $481.4K | <0.1% | 00.0% | Unchanged | History |
| AITApplied Industrial Technologies Inc | COM | 2,039 | $459.5K | <0.1% | 00.0% | Unchanged | History |
| MORNMorningstar, Inc. | COM | 1,522 | $456.4K | <0.1% | 00.0% | Unchanged | History |
| SIGISelective Insurance Group Inc | COM | 4,294 | $393.1K | <0.1% | 00.0% | Unchanged | History |
| InterDigital, Inc.45867GAD3 | NOTE 3.500% 6/0 | 1,715 | $354.6K | <0.1% | 00.0% | Unchanged | – |
| BMIBadger Meter Inc | COM | 1,589 | $302.3K | <0.1% | 00.0% | Unchanged | History |
| POWIPower Integrations Inc | COM | 4,211 | $212.7K | <0.1% | −844−16.7% | Reduced | History |
| LFUSLittelfuse Inc | COM | 1,049 | $206.4K | <0.1% | −202−16.1% | Reduced | History |
Sold out since Q4 2024 (4)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| Vanguard World FD921910725 | ESG INTL STK ETF | 1,081,151 | $61.3M | 4.3% | – |
| DISWalt Disney Co | Stock | 252,703 | $28.1M | 2.0% | History |
| PYPLPayPal Holdings, Inc. | Stock | 2,207 | $452.4K | <0.1% | History |
| MKSIMKS Inc | COM | 2,198 | $229.4K | <0.1% | History |