Dundas Partners Llp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.25B
Q ending 2026-03-31
Prior quarter
$1.42B
Q ending 2025-12-31
Change
-11.7% QoQ · -7.7% YoY
Positions
49
reported holdings
Largest positions
All 49 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Taiwan Semiconductor Sp Adr | TSM | Shares | $93.0M | 275K |
| Applied Materials Inc | AMAT | Shares | $89.9M | 263K |
| Alphabet Inc Cl C | GOOG | Shares | $83.2M | 290K |
| Amphenol Corp New | APH | Shares | $66.7M | 528K |
| Microsoft Corp | MSFT | Shares | $66.4M | 179K |
| Analog Devices Inc | ADI | Shares | $63.2M | 199K |
| Visa Inc Class A Shares | V | Shares | $58.6M | 194K |
| American Express Co | AXP | Shares | $53.3M | 176K |
| Ross Stores Inc | ROST | Shares | $51.7M | 239K |
| Thermo Fisher Scientific Inc | TMO | Shares | $47.9M | 97K |
| Resmed Inc | RMD | Shares | $45.6M | 203K |
| Abbott Laboratories | ABT | Shares | $43.5M | 424K |
| Nasdaq Inc | NDAQ | Shares | $43.5M | 512K |
| Brown & Brown Inc | BRO | Shares | $43.0M | 660K |
| Booking Holdings Inc | BKNG | Shares | $38.3M | 9K |
| Zoetis Inc | ZTS | Shares | $35.4M | 299K |
| Ametek Inc | AME | Shares | $35.1M | 164K |
| Stryker Corp | SYK | Shares | $31.2M | 95K |
| Automatic Data Processing Inc | ADP | Shares | $28.7M | 141K |
| Mastercard Incorporated | MA | Shares | $28.0M | 56K |
| Wr Berkley Corp | WRB | Shares | $25.9M | 391K |
| Equifax Inc | EFX | Shares | $22.9M | 127K |
| Accenture Plc Cl A | Shares | $22.7M | 114K | |
| Ww Grainger Inc | GWW | Shares | $21.7M | 20K |
| Hdfc Bank Ltd Adr | HDB | Shares | $21.5M | 864K |
| Intuit | INTU | Shares | $20.8M | 48K |
| Salesforce Inc | CRM | Shares | $19.7M | 105K |
| Msci Inc | MSCI | Shares | $19.5M | 36K |
| Alcon Ag | Shares | $18.5M | 250K | |
| Rb Global Inc | RBA | Shares | $9.2M | 96K |
| Nvent Electric Plc | Shares | $564K | 5K | |
| Henry Jack & Assoc Inc | JKHY | Shares | $481K | 3K |
| Applied Indl Technologies In | AIT | Shares | $473K | 2K |
| Littelfuse Inc | LFUS | Shares | $455K | 1K |
| Bio-Techne Corp | TECH | Shares | $425K | 8K |
| Crane Company | CR | Shares | $363K | 2K |
| Stifel Finl Corp | SF | Shares | $346K | 5K |
| Watts Water Technologies Inc | WTS | Shares | $332K | 1K |
| Esab Corporation | ESAB | Shares | $318K | 3K |
| Evercore Inc | EVR | Shares | $270K | 906 |
| Marketaxess Hldgs Inc | MKTX | Shares | $265K | 2K |
| Hamilton Lane Inc | HLNE | Shares | $215K | 2K |
| Lemaitre Vascular Inc | LMAT | Shares | $210K | 2K |
| Transunion | TRU | Shares | $171K | 2K |
| Interdigital Inc | IDCC 3.5 06/01/27 | Shares | $146K | 483 |
| Ryan Specialty Holdings Inc | RYAN | Shares | $131K | 4K |
| Rli Corp | RLI | Shares | $123K | 2K |
| Badger Meter Inc | BMI | Shares | $97K | 639 |
| Paycom Software Inc | PAYC | Shares | $97K | 796 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.