Dundas Partners LLP
Top Portfolio Positions
47 positions ·
$1,171,135,377 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
275,192 | $93,001,136 | 7.94% | |
| AMAT |
Applied Materials Inc /De
Technology
|
262,946 | $89,872,313 | 7.67% | |
| APH |
Amphenol Corp /De/
Technology
|
527,892 | $66,699,154 | 5.70% | |
| MSFT |
Microsoft Corp
Technology
|
179,471 | $66,434,780 | 5.67% | |
| ADI |
Analog Devices Inc
Technology
|
198,650 | $63,198,511 | 5.40% | |
| V |
Visa Inc.
Financial Services
|
193,997 | $58,633,653 | 5.01% | |
| AXP |
American Express Co
Financial Services
|
176,217 | $53,302,118 | 4.55% | |
| ROST |
Ross Stores, Inc.
Consumer Cyclical
|
238,768 | $51,724,311 | 4.42% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
97,396 | $47,873,055 | 4.09% | |
| RMD |
Resmed Inc
Healthcare
|
203,021 | $45,574,154 | 3.89% |
Portfolio Trend
25 quarters · across all stocks
Holdings in EFX
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,857,905 | 126,939 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $27,783,638 | 128,047 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $34,019,725 | 132,615 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $34,396,352 | 132,615 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $32,299,709 | 132,615 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $33,796,932 | 132,615 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $38,970,243 | 132,615 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $32,153,832 | 132,615 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $35,158,816 | 131,425 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $32,500,088 | 131,425 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $24,074,431 | 131,425 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $30,924,302 | 131,425 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $26,658,247 | 131,425 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $26,037,243 | 133,964 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $22,965,448 | 133,964 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $24,485,939 | 133,964 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $27,547,226 | 116,184 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $21,839,498 | 74,591 | Shares | Sole | 2022-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||