Dundas Partners LLP
13F Reported Value
ⓘ$1.3B
Holdings
49
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Dundas Partners LLP disclosed 49 positions worth $1.3B in its Form 13F-HR for Q1 2026, led by $TSM (TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD) at 7.4% of the equity portfolio, followed by $AMAT and $GOOGL. The portfolio is most concentrated in Technology (49.1% of disclosed assets). All figures are sourced directly from Dundas Partners LLP’s Form 13F-HR filing with the SEC under CIK 1742418.
AI Fund Analysis
Concentrating
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- $93.0M275,192 sh
- 74.8#147
Quality
$89.9M262,946 sh - 80.2#45
Quality
$83.2M289,903 sh - 80.5
Quality
$66.7M527,892 sh - 83.7
Quality
$66.4M179,471 sh - 76.2
Quality
$63.2M198,650 sh - 83.5
Quality
$58.6M193,997 sh - 73.2
Quality
$53.3M176,217 sh - 71.5
Quality
$51.7M238,768 sh - 63.7
Quality
$47.9M97,396 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $93.0M | 275,192 |
 APPLIED MATERIALS INC /DE$AMAT | 74.8#147 | $89.9M | 262,946 |
 Alphabet Inc.$GOOGL | 80.2#45 | $83.2M | 289,903 |
 AMPHENOL CORP /DE/$APH | 80.5 | $66.7M | 527,892 |
 MICROSOFT CORP$MSFT | 83.7 | $66.4M | 179,471 |
 ANALOG DEVICES INC$ADI | 76.2 | $63.2M | 198,650 |
 VISA INC.$V | 83.5 | $58.6M | 193,997 |
 AMERICAN EXPRESS CO$AXP | 73.2 | $53.3M | 176,217 |
 ROSS STORES, INC.$ROST | 71.5 | $51.7M | 238,768 |
 THERMO FISHER SCIENTIFIC INC.$TMO | 63.7 | $47.9M | 97,396 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Dundas Partners LLP's 49 positions.
Showing top 10 of 49 holdings.
Sector Allocation
Technology
$615.8M
Financials
$317.7M
Healthcare
$174.8M
Consumer Discretionary
$112.2M
Industrials
$33.5M
Full Holdings — Dundas Partners LLP (Q1 2026)
All 49 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $93.0M | 7.4% | -2% | — |
| 2 | $AMAT | APPLIED MATERIALS INC /DE | $89.9M | 7.2% | -4% | 74.8 |
| 3 | $GOOGL | Alphabet Inc. | $83.2M | 6.6% | -2% | 80.2 |
| 4 | $APH | AMPHENOL CORP /DE/ | $66.7M | 5.3% | -1% | 80.5 |
| 5 | $MSFT | MICROSOFT CORP | $66.4M | 5.3% | -2% | 83.7 |
| 6 | $ADI | ANALOG DEVICES INC | $63.2M | 5.0% | -2% | 76.2 |
| 7 | $V | VISA INC. | $58.6M | 4.7% | +9% | 83.5 |
| 8 | $AXP | AMERICAN EXPRESS CO | $53.3M | 4.3% | -1% | 73.2 |
| 9 | $ROST | ROSS STORES, INC. | $51.7M | 4.1% | -3% | 71.5 |
| 10 | $TMO | THERMO FISHER SCIENTIFIC INC. | $47.9M | 3.8% | -1% | 63.7 |
| 11 |  $RMD | RESMED INC | $45.6M | 3.6% | -1% | 79.8 |
| 12 |  $ABT | ABBOTT LABORATORIES | $43.5M | 3.5% | -1% | 67 |
| 13 |  $NDAQ | NASDAQ, INC. | $43.5M | 3.5% | -2% | 78.5 |
| 14 |  $BRO | BROWN & BROWN, INC. | $43.0M | 3.4% | -1% | 75.1 |
| 15 |  $BKNG | Booking Holdings Inc. | $38.3M | 3.1% | +10% | 55.3 |
| 16 |  $ZTS | Zoetis Inc. | $35.4M | 2.8% | -2% | 72.6 |
| 17 |  $AME | AMETEK INC/ | $35.1M | 2.8% | -4% | 74.2 |
| 18 |  $SYK | STRYKER CORP | $31.2M | 2.5% | -2% | 69.8 |
| 19 |  $ADP | AUTOMATIC DATA PROCESSING INC | $28.7M | 2.3% | -1% | 77.9 |
| 20 |  $MA | Mastercard Inc | $28.0M | 2.2% | -1% | 81.7 |
| 21 |  $WRB | BERKLEY W R CORP | $25.9M | 2.1% | -66% | 71.8 |
| 22 |  $EFX | EQUIFAX INC | $22.9M | 1.8% | -1% | 69.4 |
| 23 |  $ACN | Accenture plc | $22.7M | 1.8% | +31% | — |
| 24 |  $GWW | W.W. GRAINGER, INC. | $21.7M | 1.7% | -1% | 69.5 |
| 25 |  $HDB | HDFC BANK LTD | $21.5M | 1.7% | -2% | — |
| 26 |  $INTU | INTUIT INC. | $20.8M | 1.7% | -1% | 82 |
| 27 |  $CRM | Salesforce, Inc. | $19.7M | 1.6% | +26% | 75.2 |
| 28 |  $MSCI | MSCI Inc. | $19.5M | 1.6% | -3% | 77.6 |
| 29 |  $ALC | ALCON INC | $18.5M | 1.5% | -1% | — |
| 30 |  $RBA | RB GLOBAL INC. | $9.2M | 0.7% | -1% | — |
| 31 |  $NVT | nVent Electric plc | $564,077 | 0.0% | -23% | — |
| 32 |  $JKHY | JACK HENRY & ASSOCIATES INC | $480,916 | 0.0% | -15% | 72.8 |
| 33 |  $AIT | APPLIED INDUSTRIAL TECHNOLOGIES INC | $473,331 | 0.0% | -15% | 64.2 |
| 34 |  $LFUS | LITTELFUSE INC /DE | $455,068 | 0.0% | -16% | 58.7 |
| 35 |  $TECH | BIO-TECHNE Corp | $425,240 | 0.0% | -18% | 59.6 |
| 36 |  $CR | Crane Co | $362,691 | 0.0% | -7% | 64.8 |
| 37 |  $SF | STIFEL FINANCIAL CORP | $345,650 | 0.0% | +23% | 69.6 |
| 38 |  $WTS | WATTS WATER TECHNOLOGIES INC | $331,801 | 0.0% | -7% | 70.7 |
| 39 |  $ESAB | ESAB Corp | $318,398 | 0.0% | -15% | 58.3 |
| 40 |  $EVR | Evercore Inc. | $270,450 | 0.0% | -15% | 76.1 |
| 41 |  $MKTX | MARKETAXESS HOLDINGS INC | $264,628 | 0.0% | -16% | 68.6 |
| 42 |  $HLNE | Hamilton Lane INC | $215,400 | 0.0% | -16% | 75.4 |
| 43 |  $LMAT | LEMAITRE VASCULAR INC | $209,606 | 0.0% | -41% | 69.1 |
| 44 |  $TRU | TransUnion | $170,553 | 0.0% | -40% | 69.1 |
| 45 |  $IDCC | InterDigital, Inc. | $145,866 | 0.0% | -16% | 76.2 |
| 46 |  $RYAN | RYAN SPECIALTY HOLDINGS, INC. | $131,451 | 0.0% | -69% | 56.2 |
| 47 |  $RLI | RLI CORP | $123,435 | 0.0% | -45% | 73.8 |
| 48 |  $BMI | BADGER METER INC | $97,352 | 0.0% | -17% | 71.6 |
| 49 |  $PAYC | Paycom Software, Inc. | $96,746 | 0.0% | -72% | 69.8 |
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Dundas Partners LLP including:
Track Dundas Partners LLP's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Dundas Partners LLP and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: Dundas Partners LLP
13F Pro is an AI hedge fund tracker and stock research platform. For Dundas Partners LLP (SEC CIK: 1742418), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Dundas Partners LLP's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.