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CIK: 0001742418
Total reported value
$1.4B
$1.4B
51 檔
23.5%
During the Q3 2024 filing period, Dundas Partners LLP (CIK: 0001742418) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.4B across 51 reported positions.
In Q3 2024, Dundas Partners LLP adopted a defensive or profit-taking posture, trimming 18 positions and completely liquidating 0 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.58% | -0.70% | — | |
| 2 | GWW | Ww Grainger Inc | Stock-Industrials | 5.51% | +0.23% | — | |
| 3 | WRB | Wr Berkley CORP | Stock-Financials | 4.59% | -0.07% | +64.58% | |
| 4 | AMAT | Applied Materials Inc | Stock-Tech | 3.87% | +6.04% | +12293.48% | |
| 5 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.79% | +1.75% | — | |
| 6 | BRO | Brown & Brown Inc | Stock-Financials | 3.57% | -0.60% | — | |
| 7 | AXP | American Express Co | Stock-Financials | 3.40% | -0.06% | +4.07% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.29% | +0.59% | +13.70% | |
| 9 | ADI | Analog Devices Inc | Stock-Tech | 3.28% | +0.47% | — | |
| 10 | ACN | Accenture plc | Stock-Tech | 3.22% | -1.81% | EXIT | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 3.18% | +0.37% | +8.75% | |
| 12 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 3.13% | -0.29% | — | |
| 13 | ALC | Alcon Inc. | Stock-Healthcare | 3.05% | -0.26% | — | |
| 14 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 3.01% | — | — | |
| 15 | ROST | Ross Stores Inc | Stock-Consumer Disc | 2.97% | -0.44% | — | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 2.95% | — | — | |
| 17 | APH | Amphenol Corp-cl A | Stock-Tech | 2.89% | +0.98% | — | |
| 18 | ABT | Abbott Laboratories | Stock-Healthcare | 2.83% | -0.69% | +4.49% | |
| 19 | EFX | Equifax Inc | Stock-Industrials | 2.80% | -1.04% | — | |
| 20 | NDAQ | Nasdaq Inc | Stock-Financials | 2.63% | -0.55% | — | |
| 21 | ZTS | Zoetis Inc | Stock-Healthcare | 2.56% | -1.97% | +29.17% | |
| 22 | RMD | Resmed Inc | Stock-Healthcare | 2.47% | -0.77% | +5.93% | |
| 23 | FDS | Factset Research Systems Inc | Stock-Financials | 2.47% | — | — | |
| 24 | SYK | Stryker CORP | Stock-Healthcare | 2.35% | -0.33% | — | |
| 25 | NDSN | Nordson CORP | Stock-Industrials | 2.25% | — | — | |
| 26 | ADP | Automatic Data Processing | Stock-Tech | 2.24% | — | — | |
| 27 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 2.20% | +0.08% | +22.43% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 2.05% | — | — | |
| 29 | HDB | Hdfc Bank Ltd-adr | Stock-Financials | 1.83% | -0.14% | — | |
| 30 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.75% | — | — | |
| 31 | AME | Ametek Inc | Stock-Industrials | 1.65% | +0.07% | — | |
| 32 | MA | Mastercard Inc - A | Stock-Financials | 1.58% | +0.20% | — | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.53% | — | -15.62% | |
| 34 | KEYS | Keysight Technologies In | Stock-Tech | 1.24% | — | -16.84% | |
| 35 | EBAY | Ebay Inc | Stock-Consumer Disc | 1.20% | — | -34.48% | |
| 36 | RBA | Rb Global Inc | Stock-Industrials | 0.65% | -0.05% | -1.19% | |
| 37 | TRU | Transunion | Stock-Financials | 0.04% | -0.01% | EXIT | |
| 38 | RYAN | Ryan Specialty Holdings Inc | Stock-Financials | 0.04% | -0.01% | EXIT | |
| 39 | GGG | Graco Inc | Stock-Industrials | 0.04% | — | -19.33% | |
| 40 | MKTX | Marketaxess Holdings Inc | Stock-Financials | 0.04% | -0.02% | EXIT | |
| 41 | WTS | Watts Water Technologies-a | Stock-Industrials | 0.03% | -0.03% | EXIT | |
| 42 | LFUS | Littelfuse Inc | Stock-Tech | 0.03% | -0.04% | EXIT | |
| 43 | AIT | Applied Industrial Tech Inc | Stock-Industrials | 0.03% | -0.04% | EXIT | |
| 44 | IDCC 3.5 06-01-27Bond | Interdigital Inc | Bond | 0.03% | -0.01% | EXIT | |
| 45 | ESAB | Esab CORP | Stock-Industrials | 0.03% | -0.03% | EXIT | |
| 46 | SIGI | Selective Insurance Group | Stock-Financials | 0.02% | — | -19.32% | |
| 47 | BMI | Badger Meter Inc | Stock-Tech | 0.02% | -0.01% | EXIT | |
| 48 | POWI | Power Integrations Inc | Stock-Tech | 0.02% | — | -19.34% | |
| 49 | MORN | Morningstar Inc | Stock-Financials | 0.02% | — | -19.30% | |
| 50 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.02% | — | -99.42% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMAT | Applied Materials Inc | +3.8% | +12293.48% | Add |
| 2 | ZTS | Zoetis Inc | +0.7% | +29.17% | Add |
| 3 | RMD | Resmed Inc | +0.5% | +5.93% | Add |
| 4 | WRB | Wr Berkley CORP | +0.4% | +64.58% | Add |
| 5 | AXP | American Express Co | +0.4% | +4.07% | Add |
| 6 | BKNG | Booking Holdings Inc | +0.4% | +22.43% | Add |
| 7 | GWW | Ww Grainger Inc | +0.4% | — | Unchanged |
| 8 | EFX | Equifax Inc | +0.3% | — | Unchanged |
| 9 | NDAQ | Nasdaq Inc | +0.3% | — | Unchanged |
| 10 | BRO | Brown & Brown Inc | +0.3% | — | Unchanged |
| 11 | HD | Home Depot Inc | +0.3% | — | Unchanged |
| 12 | ACN | Accenture plc | +0.2% | — | Unchanged |
| 13 | V | Visa Inc-class A Shares | +0.2% | +8.75% | Add |
| 14 | ABT | Abbott Laboratories | +0.2% | +4.49% | Add |
| 15 | ADP | Automatic Data Processing | +0.2% | — | Unchanged |
| 16 | TMO | Thermo Fisher Scientific Inc | +0.1% | — | Unchanged |
| 17 | FDS | Factset Research Systems Inc | +0.1% | — | Unchanged |
| 18 | ALC | Alcon Inc. | +0.1% | — | Unchanged |
| 19 | NDSN | Nordson CORP | +0.1% | — | Unchanged |
| 20 | MA | Mastercard Inc - A | +0.1% | — | Unchanged |
| 21 | AAPL | Apple Inc | +0.1% | — | Unchanged |
| 22 | IDCC 3.5 06-01-27Bond | Interdigital Inc | 0% | NEW | New buy |
| 23 | TRU | Transunion | — | -19.33% | Trim |
| 24 | ESAB | Esab CORP | — | -19.32% | Trim |
| 25 | BMI | Badger Meter Inc | — | -19.34% | Trim |
| 26 | MKTX | Marketaxess Holdings Inc | — | -19.31% | Trim |
| 27 | MKSI | Mks Inc | 0% | -19.31% | Trim |
| 28 | POWI | Power Integrations Inc | 0% | -19.34% | Trim |
| 29 | SIGI | Selective Insurance Group | 0% | -19.32% | Trim |
| 30 | LFUS | Littelfuse Inc | 0% | -19.29% | Trim |
| 31 | GGG | Graco Inc | 0% | -19.33% | Trim |
| 32 | RYAN | Ryan Specialty Holdings Inc | 0% | -19.34% | Trim |
| 33 | WTS | Watts Water Technologies-a | 0% | -19.32% | Trim |
| 34 | MORN | Morningstar Inc | 0% | -19.30% | Trim |
| 35 | RBA | Rb Global Inc | 0% | -1.19% | Trim |
| 36 | SYK | Stryker CORP | 0% | — | Unchanged |
| 37 | MRSH | Marsh & Mclennan Cos | -0.1% | — | Unchanged |
| 38 | AME | Ametek Inc | -0.1% | — | Unchanged |
| 39 | ROST | Ross Stores Inc | -0.1% | — | Unchanged |
| 40 | GOOG | Alphabet Inc-cl C | -0.1% | +13.70% | Add |
| 41 | KEYS | Keysight Technologies In | -0.1% | -16.84% | Trim |
| 42 | DIS | Walt Disney Co/the | -0.2% | — | Unchanged |
| 43 | HDB | Hdfc Bank Ltd-adr | -0.2% | — | Unchanged |
| 44 | ADI | Analog Devices Inc | -0.2% | — | Unchanged |
| 45 | TSM | Taiwan Semiconductor-sp Adr | -0.3% | — | Unchanged |
| 46 | COST | Costco Wholesale CORP | -0.3% | -15.62% | Trim |
| 47 | APH | Amphenol Corp-cl A | -0.3% | — | Unchanged |
| 48 | EBAY | Ebay Inc | -0.4% | -34.48% | Trim |
| 49 | MSFT | Microsoft CORP | -0.7% | — | Unchanged |
| 50 | PYPL | Paypal Holdings Inc | -1.2% | -99.42% | Trim |
According to official SEC Form 13F filings, Dundas Partners LLP reported a total U.S. public equity portfolio value of $1.4B across 51 disclosed positions in Q3 2024.
During Q3 2024, Dundas Partners LLP's top holdings by market value included MSFT (5.6%)、GWW (5.5%)、WRB (4.6%). The largest single position, MSFT, represented 5.6% 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 terms of portfolio concentration, the top 5 core holdings (including MSFT, GWW, WRB) accounted for 23.5% of total reported equity market value during Q3 2024.
Top New Position Initiated
IDCC 3.5 06-01-27
市值: $368.2K
Top Position Liquidated / Trimmed
AIT
前期市值: $56.9M
In Q3 2024, Dundas Partners LLP made 28 total portfolio adjustments, initiating 1 new buys, adding to 9 positions, trimming 18 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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