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 NDAQ
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $43,465,632 | 512,023 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $50,675,246 | 521,726 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $46,903,531 | 530,283 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $44,777,869 | 500,759 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $37,987,577 | 500,759 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $38,713,678 | 500,759 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $36,560,414 | 500,759 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $30,175,737 | 500,759 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $31,297,221 | 495,994 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $28,837,091 | 495,994 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $24,100,348 | 495,994 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $24,725,300 | 495,994 | Shares | Sole | 2023-08-11 | |
| No 13F history on record for this holder in this stock. | ||||||