Dundas Partners LLP
- SEC CIK
- 0001742418
- Latest filing
- Aug 14, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 12, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 49
- −1 vs. Q3 2025
- Portfolio value
- $1.42B
- +$3.66M (+0.3%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GOOGAlphabet Inc. | Stock | 295,344 | $92.7M | 6.5% | −6,405−2.1% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 182,458 | $88.2M | 6.2% | −4,010−2.2% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 282,161 | $85.7M | 6.0% | −284−0.1% | Reduced | History |
| WRBBerkley W R Corp | COM | 1,161,472 | $81.4M | 5.7% | −20,129−1.7% | Reduced | History |
| APHAmphenol Corp | CL A | 532,801 | $72.0M | 5.1% | −73,360−12.1% | Reduced | History |
| AMATApplied Materials Inc | Stock | 274,132 | $70.4M | 5.0% | −4,262−1.5% | Reduced | History |
| AXPAmerican Express Co | Stock | 177,649 | $65.7M | 4.6% | −11,531−6.1% | Reduced | History |
| VVisa Inc. | Stock | 178,743 | $62.7M | 4.4% | −2,749−1.5% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 98,406 | $57.0M | 4.0% | +3,175+3.3% | Added | History |
| ADIAnalog Devices Inc | Stock | 201,876 | $54.7M | 3.9% | −4,873−2.4% | Reduced | History |
| ABTAbbott Laboratories | Stock | 428,307 | $53.7M | 3.8% | −14,647−3.3% | Reduced | History |
| BROBrown & Brown, Inc. | Stock | 666,803 | $53.1M | 3.7% | +33,262+5.3% | Added | History |
| NDAQNasdaq, Inc. | COM | 521,726 | $50.7M | 3.6% | −8,557−1.6% | Reduced | History |
| RMDResmed Inc | COM | 204,962 | $49.4M | 3.5% | +29,845+17.0% | Added | History |
| BKNGBooking Holdings Inc. | Stock | 8,305 | $44.5M | 3.1% | −153−1.8% | Reduced | History |
| ROSTRoss Stores, Inc. | COM | 245,228 | $44.2M | 3.1% | −25,081−9.3% | Reduced | History |
| ZTSZoetis Inc. | Stock | 305,387 | $38.4M | 2.7% | −5,289−1.7% | Reduced | History |
| ADPAutomatic Data Processing Inc | Stock | 142,534 | $36.7M | 2.6% | −9,139−6.0% | Reduced | History |
| AMEAmetek Inc | COM | 170,095 | $34.9M | 2.5% | −2,377−1.4% | Reduced | History |
| SYKStryker Corp | Stock | 97,014 | $34.1M | 2.4% | −1,680−1.7% | Reduced | History |
| MAMastercard Inc | Stock | 56,617 | $32.3M | 2.3% | +12,158+27.3% | Added | History |
| HDBHDFC Bank Ltd | SPONSORED ADS | 883,744 | $32.3M | 2.3% | +19,612+2.3% | Added | History |
| INTUIntuit Inc. | Stock | 48,551 | $32.2M | 2.3% | +4,789+10.9% | Added | History |
| EFXEquifax Inc | COM | 128,047 | $27.8M | 2.0% | −4,568−3.4% | Reduced | History |
| ACNAccenture plc | Stock | 87,149 | $23.4M | 1.6% | −58,733−40.3% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 83,752 | $22.2M | 1.6% | −1,400−1.6% | Reduced | History |
| MSCIMSCI Inc. | Stock | 37,226 | $21.4M | 1.5% | −556−1.5% | Reduced | History |
| GWWW.W. Grainger, Inc. | Stock | 20,087 | $20.3M | 1.4% | −1,094−5.2% | Reduced | History |
| ALCAlcon Inc | Stock | 252,418 | $20.2M | 1.4% | −139,368−35.6% | Reduced | History |
| RBARB Global Inc. | COM | 97,308 | $10.0M | 0.7% | +3,703+4.0% | Added | History |
| JKHYJack Henry & Associates Inc | Stock | 3,591 | $655.3K | <0.1% | 00.0% | Unchanged | History |
| RYANRyan Specialty Holdings, Inc. | CL A | 12,618 | $651.5K | <0.1% | +895+7.6% | Added | History |
| NVTnVent Electric plc | SHS | 6,154 | $627.5K | <0.1% | +2,873+87.6% | Added | History |
| TECHBIO-TECHNE Corp | COM | 9,936 | $584.3K | <0.1% | 00.0% | Unchanged | History |
| AITApplied Industrial Technologies Inc | COM | 2,110 | $541.8K | <0.1% | 00.0% | Unchanged | History |
| SFStifel Financial Corp | COM | 3,799 | $475.7K | <0.1% | +445+13.3% | Added | History |
| PAYCPaycom Software, Inc. | Stock | 2,819 | $449.2K | <0.1% | 00.0% | Unchanged | History |
| ESABESAB Corp | COM | 3,890 | $434.6K | <0.1% | −334−7.9% | Reduced | History |
| CRCrane Co | COMMON STOCK | 2,286 | $421.6K | <0.1% | +550+31.7% | Added | History |
| LFUSLittelfuse Inc | COM | 1,590 | $402.1K | <0.1% | +677+74.2% | Added | History |
| EVREvercore Inc. | CLASS A | 1,069 | $363.7K | <0.1% | +152+16.6% | Added | History |
| TRUTransUnion | COM | 4,122 | $353.5K | <0.1% | 00.0% | Unchanged | History |
| HLNEHamilton Lane INC | CL A | 2,574 | $345.7K | <0.1% | 00.0% | Unchanged | History |
| MKTXMarketaxess Holdings Inc | COM | 1,902 | $344.7K | <0.1% | −337−15.1% | Reduced | History |
| WTSWatts Water Technologies Inc | CL A | 1,233 | $340.3K | <0.1% | −1,037−45.7% | Reduced | History |
| LMATLemaitre Vascular Inc | COM | 3,246 | $263.3K | <0.1% | +586+22.0% | Added | History |
| RLIRli Corp | COM | 3,900 | $249.5K | <0.1% | −900−18.8% | Reduced | History |
| InterDigital, Inc.45867GAD3 | NOTE 3.500% 6/0 | 574 | $182.8K | <0.1% | −1,080−65.3% | Reduced | – |
| BMIBadger Meter Inc | COM | 773 | $134.8K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q3 2025 (1)
Positions held at the end of Q3 2025 that are gone from this filing.