Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Dundas Partners LLP (CIK 1742418) reported $1.25B across 49 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TSM ($93.0M, 7.42%), AMAT ($89.9M, 7.17%), GOOG ($83.2M, 6.63%), APH ($66.7M, 5.32%), MSFT ($66.4M, 5.30%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR SP ADR | $93.0M | 7.42% | 275,192 | Trimmed |
| 2 | AMAT | APPLIED MATERIALS INC | $89.9M | 7.17% | 262,946 | Trimmed |
| 3 | GOOG | ALPHABET INC CL C | $83.2M | 6.63% | 289,903 | Trimmed |
| 4 | APH | AMPHENOL CORP NEW | $66.7M | 5.32% | 527,892 | Trimmed |
| 5 | MSFT | MICROSOFT CORP | $66.4M | 5.30% | 179,471 | Trimmed |
| 6 | ADI | ANALOG DEVICES INC | $63.2M | 5.04% | 198,650 | Trimmed |
| 7 | V | VISA INC CLASS A SHARES | $58.6M | 4.68% | 193,997 | Added |
| 8 | AXP | AMERICAN EXPRESS CO | $53.3M | 4.25% | 176,217 | Trimmed |
| 9 | ROST | ROSS STORES INC | $51.7M | 4.12% | 238,768 | Trimmed |
| 10 | TMO | THERMO FISHER SCIENTIFIC INC | $47.9M | 3.82% | 97,396 | Trimmed |
| 11 | RMD | RESMED INC | $45.6M | 3.63% | 203,021 | Trimmed |
| 12 | ABT | ABBOTT LABORATORIES | $43.5M | 3.47% | 423,933 | Trimmed |
| 13 | NDAQ | NASDAQ INC | $43.5M | 3.47% | 512,023 | Trimmed |
| 14 | BRO | BROWN & BROWN INC | $43.0M | 3.43% | 659,990 | Trimmed |
| 15 | BKNG | BOOKING HOLDINGS INC | $38.3M | 3.06% | 9,105 | Added |
| 16 | ZTS | ZOETIS INC | $35.4M | 2.82% | 299,266 | Trimmed |
| 17 | AME | AMETEK INC | $35.1M | 2.80% | 163,876 | Trimmed |
| 18 | SYK | STRYKER CORP | $31.2M | 2.49% | 95,028 | Trimmed |
| 19 | ADP | AUTOMATIC DATA PROCESSING INC | $28.7M | 2.29% | 141,280 | Trimmed |
| 20 | MA | MASTERCARD INCORPORATED | $28.0M | 2.24% | 56,106 | Trimmed |
| 21 | WRB | WR BERKLEY CORP | $25.9M | 2.06% | 390,567 | Trimmed |
| 22 | EFX | EQUIFAX INC | $22.9M | 1.82% | 126,939 | Trimmed |
| 23 | ACN | ACCENTURE PLC CL A | $22.7M | 1.81% | 114,450 | Added |
| 24 | GWW | WW GRAINGER INC | $21.7M | 1.73% | 19,901 | Trimmed |
| 25 | HDB | HDFC BANK LTD ADR | $21.5M | 1.71% | 863,541 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31