EdgeMarket › What Dundas Partners Llp reported owning
What Dundas Partners Llp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.3BPositions
49Quarter
2026-03-31Shown below
49largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 93.0M | 7.4% | 275.2K | 418.95 | +83.3% |
| AMAT APPLIED MATERIALS INC /DE | 89.9M | 7.2% | 262.9K | 492.32 | +205.9% |
| GOOG Alphabet Inc. | 83.2M | 6.6% | 289.9K | 341.75 | +70.7% |
| APH AMPHENOL CORP /DE/ | 66.7M | 5.3% | 527.9K | 157.01 | +44.5% |
| MSFT MICROSOFT CORP | 66.4M | 5.3% | 179.5K | 483.24 | -4.4% |
| ADI ANALOG DEVICES INC | 63.2M | 5.0% | 198.7K | 373.09 | +52.4% |
| V VISA INC. | 58.6M | 4.7% | 194.0K | 371.04 | +7.9% |
| AXP AMERICAN EXPRESS CO | 53.3M | 4.3% | 176.2K | 336.00 | +8.9% |
| ROST ROSS STORES, INC. | 51.7M | 4.1% | 238.8K | 239.04 | +63.3% |
| TMO THERMO FISHER SCIENTIFIC INC. | 47.9M | 3.8% | 97.4K | 629.27 | +27.2% |
| RMD RESMED INC | 45.6M | 3.6% | 203.0K | 231.52 | -19.9% |
| ABT ABBOTT LABORATORIES | 43.5M | 3.5% | 423.9K | 116.64 | -11.9% |
| NDAQ NASDAQ, INC. | 43.5M | 3.5% | 512.0K | 98.22 | +3.9% |
| BRO BROWN & BROWN, INC. | 43.0M | 3.4% | 660.0K | 72.92 | -24.7% |
| BKNG Booking Holdings Inc. | 38.3M | 3.1% | 9.1K | 209.62 | -7.1% |
| ZTS Zoetis Inc. | 35.4M | 2.8% | 299.3K | 77.73 | -50.4% |
| AME AMETEK INC/ | 35.1M | 2.8% | 163.9K | 239.55 | +30.7% |
| SYK STRYKER CORP | 31.2M | 2.5% | 95.0K | 329.45 | -15.9% |
| ADP AUTOMATIC DATA PROCESSING INC | 28.7M | 2.3% | 141.3K | 280.81 | -9.1% |
| MA Mastercard Inc | 28.0M | 2.2% | 56.1K | 580.63 | -2.0% |
| WRB BERKLEY W R CORP | 25.9M | 2.1% | 390.6K | 68.60 | -5.6% |
| EFX EQUIFAX INC | 22.9M | 1.8% | 126.9K | 192.62 | -22.4% |
| ACN Accenture plc | 22.7M | 1.8% | 114.5K | 185.28 | -27.4% |
| GWW W.W. GRAINGER, INC. | 21.7M | 1.7% | 19.9K | 1,312.24 | +31.3% |
| HDB HDFC BANK LTD | 21.5M | 1.7% | 863.5K | 23.60 | -37.0% |
| INTU INTUIT INC. | 20.8M | 1.7% | 48.1K | 367.00 | -47.5% |
| CRM Salesforce, Inc. | 19.7M | 1.6% | 105.3K | 209.17 | -15.1% |
| MSCI MSCI Inc. | 19.5M | 1.6% | 36.2K | 563.49 | -1.9% |
| ALC ALCON INC | 18.5M | 1.5% | 249.7K | 73.63 | -9.1% |
| RBA RB GLOBAL INC. | 9.2M | 0.7% | 96.5K | 87.02 | -24.4% |
| NVT nVent Electric plc | 564.1K | 0.0% | 4.8K | 151.98 | +72.6% |
| JKHY JACK HENRY & ASSOCIATES INC | 480.9K | 0.0% | 3.0K | 166.20 | +1.5% |
| AIT APPLIED INDUSTRIAL TECHNOLOGIES INC | 473.3K | 0.0% | 1.8K | 341.62 | +30.2% |
| LFUS LITTELFUSE INC /DE | 455.1K | 0.0% | 1.3K | 412.26 | +65.4% |
| TECH BIO-TECHNE Corp | 425.2K | 0.0% | 8.1K | 72.32 | +33.1% |
| CR Crane Co | 362.7K | 0.0% | 2.1K | 208.41 | +9.7% |
| SF STIFEL FINANCIAL CORP | 345.6K | 0.0% | 4.7K | 80.96 | +9.4% |
| WTS WATTS WATER TECHNOLOGIES INC | 331.8K | 0.0% | 1.1K | 375.57 | +35.9% |
| ESAB ESAB Corp | 318.4K | 0.0% | 3.3K | 81.40 | -27.8% |
| EVR Evercore Inc. | 270.4K | 0.0% | 906 | 291.89 | -4.1% |
| MKTX MARKETAXESS HOLDINGS INC | 264.6K | 0.0% | 1.6K | 162.11 | -14.3% |
| HLNE Hamilton Lane INC | 215.4K | 0.0% | 2.2K | 105.35 | -30.0% |
| LMAT LEMAITRE VASCULAR INC | 209.6K | 0.0% | 1.9K | 81.86 | -15.4% |
| TRU TransUnion | 170.6K | 0.0% | 2.5K | 84.61 | -3.6% |
| unmapped CUSIP 45867GAD3 | 145.9K | 0.0% | 483 | — | — |
| RYAN RYAN SPECIALTY HOLDINGS, INC. | 131.5K | 0.0% | 3.9K | 43.28 | -27.6% |
| RLI RLI CORP | 123.4K | 0.0% | 2.2K | 65.38 | -3.7% |
| BMI BADGER METER INC | 97.4K | 0.0% | 639 | 131.81 | -29.7% |
| PAYC Paycom Software, Inc. | 96.7K | 0.0% | 796 | 229.07 | +0.9% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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