Dundas Partners LLP
CIK: 0001742418SEC EDGAR →
Portfolio Value
$1.4B
Holdings
49
As of
Q4 2025
New Positions
7
Closed Positions
7
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ALPHABET INC CL C | 295,344 | $92.0M | 6.48% |
| 2 | MICROSOFT CORP | 182,458 | $88.0M | 6.20% |
| 3 | TAIWAN SEMICONDUCTOR SP ADR | 282,161 | $85.0M | 5.99% |
| 4 | WR BERKLEY CORP | 1,161,472 | $81.0M | 5.70% |
| 5 | AMPHENOL CORP NEW | 532,801 | $72.0M | 5.07% |
| 6 | APPLIED MATERIALS INC | 274,132 | $70.0M | 4.93% |
| 7 | AMERICAN EXPRESS CO | 177,649 | $65.0M | 4.58% |
| 8 | VISA INC CLASS A SHARES | 178,743 | $62.0M | 4.37% |
| 9 | THERMO FISHER SCIENTIFIC INC | 98,406 | $57.0M | 4.01% |
| 10 | ANALOG DEVICES INC | 201,876 | $54.0M | 3.80% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 12 | $446.0M | 31.9% |
| Financial Services | 14 | $396.0M | 28.3% |
| Healthcare | 7 | $202.0M | 14.4% |
| Industrials | 11 | $127.0M | 9.1% |
| Communication Services | 1 | $92.0M | 6.6% |
| Consumer Cyclical | 2 | $88.0M | 6.3% |
| Unknown | 2 | $49.0M | 3.5% |