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CIK: 0001742418
Total reported value
$1.4B
$1.4B
46 檔
21.5%
The Q1 2024 SEC filing reveals that Dundas Partners LLP held a total portfolio value of $1.4B, covering 46 public equity positions.
During Q1 2024, Dundas Partners LLP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, GWW, WRB) accounted for 21.5% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.89% | -0.70% | — | |
| 2 | GWW | Ww Grainger Inc | Stock-Industrials | 5.82% | +0.23% | — | |
| 3 | WRB | Wr Berkley CORP | Stock-Financials | 4.26% | -0.07% | +7.09% | |
| 4 | AMAT | Applied Materials Inc | Stock-Tech | 3.85% | +6.04% | — | |
| 5 | APH | Amphenol Corp-cl A | Stock-Tech | 3.61% | +0.98% | — | |
| 6 | ROST | Ross Stores Inc | Stock-Consumer Disc | 3.45% | -0.44% | -2.77% | |
| 7 | ACN | Accenture plc | Stock-Tech | 3.37% | -1.81% | EXIT | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.33% | +0.59% | -1.87% | |
| 9 | BRO | Brown & Brown Inc | Stock-Financials | 3.27% | -0.60% | +6.69% | |
| 10 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.23% | +1.75% | — | |
| 11 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 3.18% | -0.29% | +11.05% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 3.14% | +0.37% | +6.25% | |
| 13 | ADI | Analog Devices Inc | Stock-Tech | 3.05% | +0.47% | — | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 3.01% | — | — | |
| 15 | AXP | American Express Co | Stock-Financials | 2.98% | -0.06% | — | |
| 16 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 2.90% | — | — | |
| 17 | ABT | Abbott Laboratories | Stock-Healthcare | 2.89% | -0.69% | — | |
| 18 | EFX | Equifax Inc | Stock-Industrials | 2.77% | -1.04% | — | |
| 19 | ALC | Alcon Inc. | Stock-Healthcare | 2.76% | -0.26% | — | |
| 20 | FDS | Factset Research Systems Inc | Stock-Financials | 2.64% | — | — | |
| 21 | NDSN | Nordson CORP | Stock-Industrials | 2.55% | — | — | |
| 22 | SYK | Stryker CORP | Stock-Healthcare | 2.53% | -0.33% | — | |
| 23 | NDAQ | Nasdaq Inc | Stock-Financials | 2.46% | -0.55% | — | |
| 24 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.41% | — | — | |
| 25 | EBAY | Ebay Inc | Stock-Consumer Disc | 2.18% | — | -2.94% | |
| 26 | ADP | Automatic Data Processing | Stock-Tech | 2.16% | — | — | |
| 27 | LFUS | Littelfuse Inc | Stock-Tech | 2.15% | -0.04% | EXIT | |
| 28 | AAPL | Apple Inc | Stock-Tech | 1.94% | — | — | |
| 29 | KEYS | Keysight Technologies In | Stock-Tech | 1.77% | — | -4.03% | |
| 30 | ZTS | Zoetis Inc | Stock-Healthcare | 1.72% | -1.97% | — | |
| 31 | RMD | Resmed Inc | Stock-Healthcare | 1.70% | -0.77% | — | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.64% | — | -54.32% | |
| 33 | AME | Ametek Inc | Stock-Industrials | 1.56% | +0.07% | — | |
| 34 | HDB | Hdfc Bank Ltd-adr | Stock-Financials | 1.51% | -0.14% | +25.12% | |
| 35 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.44% | — | — | |
| 36 | RBA | Rb Global Inc | Stock-Industrials | 0.67% | -0.05% | +0.89% | |
| 37 | GGG | Graco Inc | Stock-Industrials | 0.03% | — | +21.59% | |
| 38 | WTS | Watts Water Technologies-a | Stock-Industrials | 0.03% | -0.03% | EXIT | |
| 39 | SIGI | Selective Insurance Group | Stock-Financials | 0.02% | — | +23.32% | |
| 40 | TRU | Transunion | Stock-Financials | 0.02% | -0.01% | EXIT | |
| 41 | JBTM | Jbt Marel CORP | Stock-Industrials | 0.02% | — | +20.95% | |
| 42 | NSP | Insperity Inc | Stock-Other | 0.02% | — | +26.56% | |
| 43 | MORN | Morningstar Inc | Stock-Financials | 0.02% | — | +21.91% | |
| 44 | MKSI | Mks Inc | Stock-Tech | 0.02% | — | +25.82% | |
| 45 | POWI | Power Integrations Inc | Stock-Tech | 0.02% | — | +27.05% | |
| 46 | BMI | Badger Meter Inc | Stock-Tech | 0.01% | -0.01% | EXIT |
According to official SEC Form 13F filings, Dundas Partners LLP reported a total U.S. public equity portfolio value of $1.4B across 46 disclosed positions in Q1 2024.
During Q1 2024, Dundas Partners LLP's top holdings by market value included MSFT (5.9%)、GWW (5.8%)、WRB (4.3%). The largest single position, MSFT, represented 5.9% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q1 2024, Dundas Partners LLP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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