Dundas Partners LLP 13F Holdings

CIK 0001742418 · EDINBURGH, X0

As of Sep 30, 2025, Dundas Partners LLP reported 50 positions worth .4B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology186,468$96.6M6.82%
BERKLEY W R CORPWRBFinancial Services1,181,601$90.5M6.39%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology282,445$78.9M5.57%
AMPHENOL CORP-CL AAPHTechnology606,161$75.0M5.30%
ALPHABET INCGOOGEquity301,749$73.5M5.19%
AMERICAN EXPRESS COAXPFinancial Services189,180$62.8M4.44%
VISA INC-CLASS A SHARESVFinancial Services181,492$62.0M4.37%
BROWN & BROWN INCBROFinancial Services633,541$59.4M4.19%
ABBOTT LABORATORIESABTHealthcare442,954$59.3M4.19%
APPLIED MATERIALS INCAMATTechnology278,394$57.0M4.02%
ANALOG DEVICES INCADITechnology206,749$50.8M3.59%
RESMED INCRMDHealthcare175,117$47.9M3.38%
NASDAQ INCNDAQFinancial Services530,283$46.9M3.31%
THERMO FISHER SCIENTIFIC INCTMOHealthcare95,231$46.2M3.26%
BOOKING HOLDINGS INCBKNGIndustrials8,458$45.7M3.22%
ZOETIS INCZTSHealthcare310,676$45.5M3.21%
AUTOMATIC DATA PROCESSING INCADPIndustrials151,673$44.5M3.14%
ROSS STORES INCROSTConsumer Cyclical270,309$41.2M2.91%
STRYKER CORPSYKHealthcare98,694$36.5M2.58%
ACCENTURE PLCACNTechnology145,882$36.0M2.54%
EQUIFAX INCEFXIndustrials132,615$34.0M2.40%
AMETEK INCAMEIndustrials172,472$32.4M2.29%
INTUIT INCINTUTechnology43,762$29.9M2.11%
HDFC BANK LTDHDBFinancial Services864,132$29.5M2.08%
ALCON INCALCHealthcare391,786$29.2M2.06%