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Livermore
Livermore
ZHEN

Dundas Partners LLP

SEC CIK
0001742418
Latest filing
Aug 14, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed May 14, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
49
0 vs. Q4 2025
Portfolio value
$1.25B
−$166.0M (−11.7%) vs. Q4 2025
Filed
May 14, 2026
SEC
Holdings of Dundas Partners LLP in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR275,192$93.0M7.4%−6,969−2.5%ReducedHistory
AMATApplied Materials IncStock262,946$89.9M7.2%−11,186−4.1%ReducedHistory
GOOGAlphabet Inc.Stock289,903$83.2M6.6%−5,441−1.8%ReducedHistory
APHAmphenol CorpCL A527,892$66.7M5.3%−4,909−0.9%ReducedHistory
MSFTMicrosoft CorpStock179,471$66.4M5.3%−2,987−1.6%ReducedHistory
ADIAnalog Devices IncStock198,650$63.2M5.0%−3,226−1.6%ReducedHistory
VVisa Inc.Stock193,997$58.6M4.7%+15,254+8.5%AddedHistory
AXPAmerican Express CoStock176,217$53.3M4.3%−1,432−0.8%ReducedHistory
ROSTRoss Stores, Inc.COM238,768$51.7M4.1%−6,460−2.6%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock97,396$47.9M3.8%−1,010−1.0%ReducedHistory
RMDResmed IncCOM203,021$45.6M3.6%−1,941−0.9%ReducedHistory
ABTAbbott LaboratoriesStock423,933$43.5M3.5%−4,374−1.0%ReducedHistory
NDAQNasdaq, Inc.COM512,023$43.5M3.5%−9,703−1.9%ReducedHistory
BROBrown & Brown, Inc.Stock659,990$43.0M3.4%−6,813−1.0%ReducedHistory
BKNGBooking Holdings Inc.Stock9,105$38.3M3.1%+800+9.6%AddedHistory
ZTSZoetis Inc.Stock299,266$35.4M2.8%−6,121−2.0%ReducedHistory
AMEAmetek IncCOM163,876$35.1M2.8%−6,219−3.7%ReducedHistory
SYKStryker CorpStock95,028$31.2M2.5%−1,986−2.0%ReducedHistory
ADPAutomatic Data Processing IncStock141,280$28.7M2.3%−1,254−0.9%ReducedHistory
MAMastercard IncStock56,106$28.0M2.2%−511−0.9%ReducedHistory
WRBBerkley W R CorpCOM390,567$25.9M2.1%−770,905−66.4%ReducedHistory
EFXEquifax IncCOM126,939$22.9M1.8%−1,108−0.9%ReducedHistory
ACNAccenture plcStock114,450$22.7M1.8%+27,301+31.3%AddedHistory
GWWW.W. Grainger, Inc.Stock19,901$21.7M1.7%−186−0.9%ReducedHistory
HDBHDFC Bank LtdSPONSORED ADS863,541$21.5M1.7%−20,203−2.3%ReducedHistory
INTUIntuit Inc.Stock48,074$20.8M1.7%−477−1.0%ReducedHistory
CRMSalesforce, Inc.Stock105,346$19.7M1.6%+21,594+25.8%AddedHistory
MSCIMSCI Inc.Stock36,194$19.5M1.6%−1,032−2.8%ReducedHistory
ALCAlcon IncStock249,707$18.5M1.5%−2,711−1.1%ReducedHistory
RBARB Global Inc.COM96,452$9.25M0.7%−856−0.9%ReducedHistory
NVTnVent Electric plcSHS4,769$564.1K<0.1%−1,385−22.5%ReducedHistory
JKHYJack Henry & Associates IncStock3,043$480.9K<0.1%−548−15.3%ReducedHistory
AITApplied Industrial Technologies IncCOM1,784$473.3K<0.1%−326−15.5%ReducedHistory
LFUSLittelfuse IncCOM1,341$455.1K<0.1%−249−15.7%ReducedHistory
TECHBIO-TECHNE CorpCOM8,137$425.2K<0.1%−1,799−18.1%ReducedHistory
CRCrane CoCOMMON STOCK2,121$362.7K<0.1%−165−7.2%ReducedHistory
SFStifel Financial CorpCOM4,676$345.6K<0.1%+877+23.1%AddedHistory
WTSWatts Water Technologies IncCL A1,143$331.8K<0.1%−90−7.3%ReducedHistory
ESABESAB CorpCOM3,294$318.4K<0.1%−596−15.3%ReducedHistory
EVREvercore Inc.CLASS A906$270.4K<0.1%−163−15.2%ReducedHistory
MKTXMarketaxess Holdings IncCOM1,604$264.6K<0.1%−298−15.7%ReducedHistory
HLNEHamilton Lane INCCL A2,167$215.4K<0.1%−407−15.8%ReducedHistory
LMATLemaitre Vascular IncCOM1,920$209.6K<0.1%−1,326−40.9%ReducedHistory
TRUTransUnionCOM2,465$170.6K<0.1%−1,657−40.2%ReducedHistory
InterDigital, Inc.45867GAD3NOTE 3.500% 6/0483$145.9K<0.1%−91−15.9%Reduced–
RYANRyan Specialty Holdings, Inc.CL A3,896$131.5K<0.1%−8,722−69.1%ReducedHistory
RLIRli CorpCOM2,164$123.4K<0.1%−1,736−44.5%ReducedHistory
BMIBadger Meter IncCOM639$97.4K<0.1%−134−17.3%ReducedHistory
PAYCPaycom Software, Inc.Stock796$96.7K<0.1%−2,023−71.8%ReducedHistory