Investor
Dundas Partners LLP
CIK 0001742418 · filed 2026-05-14 · SEC filing
13F book
$1.25B
Positions
49
Largest name
7.4%
Taiwan Semiconductor Mfg Ltd
Est. mark
−$107.2M
Price effect on 49 names still held. Flow −$58.7M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg Ltd | — | 275.2K | $93M | 7.4% | $9.37M | Cut$7.26M |
| Applied Matls Inc | — | 262.9K | $89.9M | 7.2% | $22.3M | Cut$19.4M |
| Alphabet Inc | — | 289.9K | $83.2M | 6.6% | −$7.81M | Cut−$9.52M |
| Amphenol Corp New | — | 527.9K | $66.7M | 5.3% | −$4.64M | Cut−$5.3M |
| Microsoft Corp | MSFT | 179.5K | $66.4M | 5.3% | −$20.4M | Cut−$21.8M |
| Analog Devices Inc | ADI | 198.7K | $63.2M | 5.0% | $9.32M | Cut$8.45M |
| Visa Inc. | V | 194K | $58.6M | 4.7% | −$8.66M | Added−$4.05M |
| American Express Co | AXP | 176.2K | $53.3M | 4.3% | −$11.9M | Cut−$12.4M |
| Ross Stores, Inc. | ROST | 238.8K | $51.7M | 4.1% | $8.71M | Cut$7.55M |
| Thermo Fisher Scientific Inc. | TMO | 97.4K | $47.9M | 3.8% | −$8.56M | Cut−$9.15M |
| Resmed Inc | — | 203K | $45.6M | 3.6% | −$3.33M | Cut−$3.8M |
| Abbott Labs | ABT | 423.9K | $43.5M | 3.5% | −$9.59M | Cut−$10.1M |
| Nasdaq, Inc. | NDAQ | 512K | $43.5M | 3.5% | −$6.27M | Cut−$7.21M |
| Brown & Brown, Inc. | BRO | 660K | $43M | 3.4% | −$9.56M | Cut−$10.1M |
| Booking Holdings Inc. | BKNG | 9.11K | $38.3M | 3.1% | −$9.51M | Added−$6.14M |
| Zoetis Inc. | ZTS | 299.3K | $35.4M | 2.8% | −$2.28M | Cut−$3.05M |
| Ametek Inc/ | AME | 163.9K | $35.1M | 2.8% | $1.48M | Cut$206.3K |
| Stryker Corp | SYK | 95K | $31.2M | 2.5% | −$2.17M | Cut−$2.87M |
| Automatic Data Processing In | — | 141.3K | $28.7M | 2.3% | −$7.64M | Cut−$7.96M |
| Mastercard Inc | MA | 56.1K | $28M | 2.2% | −$4M | Cut−$4.29M |
| Berkley W R Corp | — | 390.6K | $25.9M | 2.1% | −$1.5M | Cut−$55.6M |
| Equifax Inc | EFX | 126.9K | $22.9M | 1.8% | −$4.69M | Cut−$4.93M |
| Accenture Plc Ireland | — | 114.5K | $22.7M | 1.8% | −$6.1M | Added−$687.8K |
| Ww Grainger Inc | — | 19.9K | $21.7M | 1.7% | $1.63M | Cut$1.44M |
| Hdfc Bank Ltd | HDB | 863.5K | $21.5M | 1.7% | −$10.1M | Cut−$10.8M |
| Intuit Inc. | INTU | 48.1K | $20.8M | 1.7% | −$11.1M | Cut−$11.4M |
| Salesforce, Inc. | CRM | 105.3K | $19.7M | 1.6% | −$6.55M | Added−$2.52M |
| MSCI Inc. | MSCI | 36.2K | $19.5M | 1.6% | −$1.26M | Cut−$1.85M |
| Alcon Inc | ALC | 249.7K | $18.5M | 1.5% | −$1.43M | Cut−$1.65M |
| Rb Global Inc. | RBA | 96.5K | $9.25M | 0.7% | −$680.5K | Cut−$768.6K |
| Nvent Electric Plc | NVT | 4.77K | $564.1K | 0.0% | $77.8K | Cut−$63.4K |
| Henry Jack & Assoc Inc | — | 3.04K | $480.9K | 0.0% | −$74.4K | Cut−$174.4K |
| Applied Indl Technologies In | — | 1.78K | $473.3K | 0.0% | $15.3K | Cut−$68.5K |
| Littelfuse Inc | — | 1.34K | $455.1K | 0.0% | $115.9K | Cut$52.9K |
| Bio-Techne Corp | TECH | 8.14K | $425.2K | 0.0% | −$53.3K | Cut−$159.1K |
| Crane Company | — | 2.12K | $362.7K | 0.0% | −$28.5K | Cut−$58.9K |
| Stifel Finl Corp | — | 4.68K | $345.6K | 0.0% | −$194.9K | Added−$130.1K |
| Watts Water Technologies Inc | WTS | 1.14K | $331.8K | 0.0% | $16.3K | Cut−$8.53K |
| ESAB Corp | ESAB | 3.29K | $318.4K | 0.0% | −$49.6K | Cut−$116.2K |
| Evercore Inc. | EVR | 906 | $270.4K | 0.0% | −$37.8K | Cut−$93.3K |
| Marketaxess Hldgs Inc | — | 1.6K | $264.6K | 0.0% | −$26.1K | Cut−$80.1K |
| Hamilton Lane Inc | HLNE | 2.17K | $215.4K | 0.0% | −$75.6K | Cut−$130.3K |
| Lemaitre Vascular Inc | LMAT | 1.92K | $209.6K | 0.0% | $53.9K | Cut−$53.6K |
| Transunion | TRU | 2.46K | $170.6K | 0.0% | −$40.8K | Cut−$182.9K |
| InterDigital, Inc. | IDCC | 483 | $145.9K | 0.0% | −$7.91K | Cut−$36.9K |
| Ryan Specialty Holdings, Inc. | RYAN | 3.9K | $131.5K | 0.0% | −$69.7K | Cut−$520K |
| Rli Corp | RLI | 2.16K | $123.4K | 0.0% | −$15K | Cut−$126.1K |
| Badger Meter Inc | BMI | 639 | $97.4K | 0.0% | −$14.1K | Cut−$37.5K |
| Paycom Software, Inc. | PAYC | 796 | $96.7K | 0.0% | −$30.1K | Cut−$352.5K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.