Dundas Partners
Latest statistics and disclosures from Dundas Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TSM, AMAT, GOOG, APH, MSFT, and represent 31.83% of Dundas Partners's stock portfolio.
- Added to shares of these 5 stocks: ACN (+$5.4M), V, CRM, BKNG, SF.
- Reduced shares in these 10 stocks: WRB (-$51M), AMAT, TSM, GOOG, ROST, AME, MSFT, ADI, NDAQ, ZTS.
- Dundas Partners was a net seller of stock by $-56M.
- Dundas Partners has $1.3B in assets under management (AUM), dropping by -11.69%.
- Central Index Key (CIK): 0001742418
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Portfolio Holdings for Dundas Partners
Dundas Partners holds 49 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Taiwan Semiconductor Sp Sponsored Adr (TSM) | 7.4 | $93M | -2% | 275k | 337.95 |
|
| Applied Materials (AMAT) | 7.2 | $90M | -4% | 263k | 341.79 |
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| Alphabet Inc Cl C Cap Stk Cl C (GOOG) | 6.6 | $83M | 290k | 286.86 |
|
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| Amphenol Corp Cl A (APH) | 5.3 | $67M | 528k | 126.35 |
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| Microsoft Corporation (MSFT) | 5.3 | $66M | 180k | 370.17 |
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| Analog Devices (ADI) | 5.0 | $63M | 199k | 318.14 |
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| Visa Inc Class A Shares Com Cl A (V) | 4.7 | $59M | +8% | 194k | 302.24 |
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| American Express Company (AXP) | 4.3 | $53M | 176k | 302.48 |
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| Ross Stores (ROST) | 4.1 | $52M | -2% | 239k | 216.63 |
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| Thermo Fisher Scientific (TMO) | 3.8 | $48M | 97k | 491.53 |
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| ResMed (RMD) | 3.6 | $46M | 203k | 224.48 |
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| Abbott Laboratories (ABT) | 3.5 | $44M | 424k | 102.67 |
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| Nasdaq Omx (NDAQ) | 3.5 | $44M | 512k | 84.89 |
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| Brown & Brown (BRO) | 3.4 | $43M | 660k | 65.21 |
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| Booking Holdings (BKNG) | 3.1 | $38M | +9% | 9.1k | 4210.32 |
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| Zoetis Cl A (ZTS) | 2.8 | $35M | -2% | 299k | 118.21 |
|
| Ametek (AME) | 2.8 | $35M | -3% | 164k | 214.36 |
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| Stryker Corporation (SYK) | 2.5 | $31M | -2% | 95k | 328.59 |
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| Automatic Data Processing (ADP) | 2.3 | $29M | 141k | 203.18 |
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| Mastercard Incorporated Cl A (MA) | 2.2 | $28M | 56k | 499.66 |
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| W.R. Berkley Corporation (WRB) | 2.1 | $26M | -66% | 391k | 66.28 |
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| Equifax (EFX) | 1.8 | $23M | 127k | 180.07 |
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| Accenture Plc Cl A Shs Class A (ACN) | 1.8 | $23M | +31% | 115k | 198.29 |
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| W.W. Grainger (GWW) | 1.7 | $22M | 20k | 1090.81 |
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| Hdfc Bank Sponsored Adr (HDB) | 1.7 | $22M | -2% | 864k | 24.88 |
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| Intuit (INTU) | 1.7 | $21M | 48k | 432.38 |
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| salesforce (CRM) | 1.6 | $20M | +25% | 105k | 186.67 |
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| Msci (MSCI) | 1.6 | $20M | -2% | 36k | 539.01 |
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| Alcon Ord Shs (ALC) | 1.5 | $19M | 250k | 74.13 |
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| Rb Global (RBA) | 0.7 | $9.2M | 97k | 95.90 |
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| Nvent Electric SHS (NVT) | 0.0 | $564k | -22% | 4.8k | 118.28 |
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| Jack Henry & Associates (JKHY) | 0.0 | $481k | -15% | 3.0k | 158.04 |
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| Applied Industrial Technologies (AIT) | 0.0 | $473k | -15% | 1.8k | 265.32 |
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| Littelfuse (LFUS) | 0.0 | $455k | -15% | 1.3k | 339.35 |
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| Bio-techne Corporation (TECH) | 0.0 | $425k | -18% | 8.1k | 52.26 |
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| Crane Company Common Stock (CR) | 0.0 | $363k | -7% | 2.1k | 171.00 |
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| Stifel Financial (SF) | 0.0 | $346k | +23% | 4.7k | 73.92 |
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| Watts Water Technologies Cl A (WTS) | 0.0 | $332k | -7% | 1.1k | 290.29 |
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| Esab Corporation (ESAB) | 0.0 | $318k | -15% | 3.3k | 96.66 |
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| Evercore Class A (EVR) | 0.0 | $270k | -15% | 906.00 | 298.51 |
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| MarketAxess Holdings (MKTX) | 0.0 | $265k | -15% | 1.6k | 164.98 |
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| Hamilton Lane Cl A (HLNE) | 0.0 | $215k | -15% | 2.2k | 99.40 |
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| LeMaitre Vascular (LMAT) | 0.0 | $210k | -40% | 1.9k | 109.17 |
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| Transunion (TRU) | 0.0 | $171k | -40% | 2.5k | 69.19 |
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| Interdigital | 0.0 | $146k | -15% | 483.00 | 302.00 |
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| Ryan Specialty Holdings Cl A (RYAN) | 0.0 | $132k | -69% | 3.9k | 33.74 |
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| Rli (RLI) | 0.0 | $123k | -44% | 2.2k | 57.04 |
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| Badger Meter (BMI) | 0.0 | $97k | -17% | 639.00 | 152.35 |
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| Paycom Software (PAYC) | 0.0 | $97k | -71% | 796.00 | 121.54 |
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Past Filings by Dundas Partners
SEC 13F filings are viewable for Dundas Partners going back to 2018
- Dundas Partners 2026 Q1 filed May 14, 2026
- Dundas Partners 2025 Q4 filed Feb. 12, 2026
- Dundas Partners 2025 Q3 filed Nov. 13, 2025
- Dundas Partners 2025 Q2 filed Aug. 12, 2025
- Dundas Partners 2025 Q1 filed May 13, 2025
- Dundas Partners 2024 Q4 filed Feb. 7, 2025
- Dundas Partners 2024 Q3 filed Nov. 14, 2024
- Dundas Partners 2024 Q2 filed Aug. 14, 2024
- Dundas Partners 2024 Q1 filed May 14, 2024
- Dundas Partners 2023 Q4 filed Feb. 8, 2024
- Dundas Partners 2023 Q3 filed Nov. 14, 2023
- Dundas Partners 2023 Q2 filed Aug. 11, 2023
- Dundas Partners 2023 Q1 filed May 12, 2023
- Dundas Partners 2022 Q4 filed Feb. 8, 2023
- Dundas Partners 2022 Q3 filed Nov. 14, 2022
- Dundas Partners 2022 Q2 filed Aug. 12, 2022