Universe · entity
Dundas Partners LLP
Institutional manager (13F) · CIK 1742418
13F holdings · as of 2026-03-31 · top 49 · reported portfolio $1.3B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR SP ADR | $93M | 275,192 |
| 2 | APPLIED MATERIALS INC | $90M | 262,946 |
| 3 | ALPHABET INC CL C | $83M | 289,903 |
| 4 | AMPHENOL CORP NEW | $67M | 527,892 |
| 5 | MICROSOFT CORP | $66M | 179,471 |
| 6 | ANALOG DEVICES INC | $63M | 198,650 |
| 7 | VISA INC CLASS A SHARES | $59M | 193,997 |
| 8 | AMERICAN EXPRESS CO | $53M | 176,217 |
| 9 | ROSS STORES INC | $52M | 238,768 |
| 10 | THERMO FISHER SCIENTIFIC INC | $48M | 97,396 |
| 11 | RESMED INC | $46M | 203,021 |
| 12 | ABBOTT LABORATORIES | $44M | 423,933 |
| 13 | NASDAQ INC | $43M | 512,023 |
| 14 | BROWN & BROWN INC | $43M | 659,990 |
| 15 | BOOKING HOLDINGS INC | $38M | 9,105 |
| 16 | ZOETIS INC | $35M | 299,266 |
| 17 | AMETEK INC | $35M | 163,876 |
| 18 | STRYKER CORP | $31M | 95,028 |
| 19 | AUTOMATIC DATA PROCESSING INC | $29M | 141,280 |
| 20 | MASTERCARD INCORPORATED | $28M | 56,106 |
| 21 | WR BERKLEY CORP | $26M | 390,567 |
| 22 | EQUIFAX INC | $23M | 126,939 |
| 23 | ACCENTURE PLC CL A | $23M | 114,450 |
| 24 | WW GRAINGER INC | $22M | 19,901 |
| 25 | HDFC BANK LTD ADR | $21M | 863,541 |
| 26 | INTUIT | $21M | 48,074 |
| 27 | SALESFORCE INC | $20M | 105,346 |
| 28 | MSCI INC | $20M | 36,194 |
| 29 | ALCON AG | $19M | 249,707 |
| 30 | RB GLOBAL INC | $9M | 96,452 |
| 31 | NVENT ELECTRIC PLC | $564k | 4,769 |
| 32 | HENRY JACK & ASSOC INC | $481k | 3,043 |
| 33 | APPLIED INDL TECHNOLOGIES IN | $473k | 1,784 |
| 34 | LITTELFUSE INC | $455k | 1,341 |
| 35 | BIO-TECHNE CORP | $425k | 8,137 |
| 36 | CRANE COMPANY | $363k | 2,121 |
| 37 | STIFEL FINL CORP | $346k | 4,676 |
| 38 | WATTS WATER TECHNOLOGIES INC | $332k | 1,143 |
| 39 | ESAB CORPORATION | $318k | 3,294 |
| 40 | EVERCORE INC | $270k | 906 |
| 41 | MARKETAXESS HLDGS INC | $265k | 1,604 |
| 42 | HAMILTON LANE INC | $215k | 2,167 |
| 43 | LEMAITRE VASCULAR INC | $210k | 1,920 |
| 44 | TRANSUNION | $171k | 2,465 |
| 45 | INTERDIGITAL INC | $146k | 483 |
| 46 | RYAN SPECIALTY HOLDINGS INC | $131k | 3,896 |
| 47 | RLI CORP | $123k | 2,164 |
| 48 | BADGER METER INC | $97k | 639 |
| 49 | PAYCOM SOFTWARE INC | $97k | 796 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.