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CIK: 0001742418
Total reported value
$1.4B
$1.4B
50 檔
24.6%
According to the latest 13F quarterly dataset, Dundas Partners LLP managed an equity portfolio of $1.4B at the end of Q4 2024, spanning 50 distinct U.S. exchange-listed positions.
In Q4 2024, Dundas Partners LLP displayed an active expansion posture, initiating 1 new positions and adding to 18 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.51% | -0.70% | +3.39% | |
| 2 | GWW | Ww Grainger Inc | Stock-Industrials | 5.44% | +0.23% | — | |
| 3 | WRB | Wr Berkley CORP | Stock-Financials | 4.61% | -0.07% | — | |
| 4 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 4.30% | +0.18% | NEW | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.03% | +0.59% | +10.32% | |
| 6 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 4.01% | +1.75% | -4.74% | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 3.88% | +0.37% | +9.04% | |
| 8 | AXP | American Express Co | Stock-Financials | 3.63% | -0.06% | — | |
| 9 | BRO | Brown & Brown Inc | Stock-Financials | 3.60% | -0.60% | +4.99% | |
| 10 | ACN | Accenture plc | Stock-Tech | 3.12% | -1.81% | EXIT | |
| 11 | AMAT | Applied Materials Inc | Stock-Tech | 3.04% | +6.04% | — | |
| 12 | APH | Amphenol Corp-cl A | Stock-Tech | 3.01% | +0.98% | — | |
| 13 | ADI | Analog Devices Inc | Stock-Tech | 2.95% | +0.47% | — | |
| 14 | ROST | Ross Stores Inc | Stock-Consumer Disc | 2.91% | -0.44% | — | |
| 15 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 2.79% | — | — | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 2.76% | — | — | |
| 17 | ABT | Abbott Laboratories | Stock-Healthcare | 2.74% | -0.69% | — | |
| 18 | NDAQ | Nasdaq Inc | Stock-Financials | 2.72% | -0.55% | — | |
| 19 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.56% | -0.29% | — | |
| 20 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 2.53% | +0.08% | — | |
| 21 | FDS | Factset Research Systems Inc | Stock-Financials | 2.51% | — | — | |
| 22 | ALC | Alcon Inc. | Stock-Healthcare | 2.40% | -0.26% | -5.15% | |
| 23 | EFX | Equifax Inc | Stock-Industrials | 2.37% | -1.04% | — | |
| 24 | ADP | Automatic Data Processing | Stock-Tech | 2.31% | — | — | |
| 25 | SYK | Stryker CORP | Stock-Healthcare | 2.29% | -0.33% | — | |
| 26 | RMD | Resmed Inc | Stock-Healthcare | 2.25% | -0.77% | — | |
| 27 | AAPL | Apple Inc | Stock-Tech | 2.15% | — | — | |
| 28 | ZTS | Zoetis Inc | Stock-Healthcare | 2.08% | -1.97% | — | |
| 29 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.97% | — | — | |
| 30 | AME | Ametek Inc | Stock-Industrials | 1.81% | +0.07% | +6.76% | |
| 31 | NDSN | Nordson CORP | Stock-Industrials | 1.75% | — | — | |
| 32 | HDB | Hdfc Bank Ltd-adr | Stock-Financials | 1.73% | -0.14% | -5.16% | |
| 33 | MA | Mastercard Inc - A | Stock-Financials | 1.64% | +0.20% | — | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.54% | — | — | |
| 35 | RBA | Rb Global Inc | Stock-Industrials | 0.58% | -0.05% | -17.64% | |
| 36 | RYAN | Ryan Specialty Holdings Inc | Stock-Financials | 0.05% | -0.01% | EXIT | |
| 37 | TRU | Transunion | Stock-Financials | 0.04% | -0.01% | EXIT | |
| 38 | GGG | Graco Inc | Stock-Industrials | 0.04% | — | +16.88% | |
| 39 | MKTX | Marketaxess Holdings Inc | Stock-Financials | 0.04% | -0.02% | EXIT | |
| 40 | WTS | Watts Water Technologies-a | Stock-Industrials | 0.04% | -0.03% | EXIT | |
| 41 | MORN | Morningstar Inc | Stock-Financials | 0.04% | — | +69.30% | |
| 42 | ESAB | Esab CORP | Stock-Industrials | 0.03% | -0.03% | EXIT | |
| 43 | AIT | Applied Industrial Tech Inc | Stock-Industrials | 0.03% | -0.04% | EXIT | |
| 44 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.03% | — | +39.42% | |
| 45 | SIGI | Selective Insurance Group | Stock-Financials | 0.03% | — | +21.54% | |
| 46 | BMI | Badger Meter Inc | Stock-Tech | 0.02% | -0.01% | EXIT | |
| 47 | IDCC 3.5 06-01-27Bond | Interdigital Inc | Bond | 0.02% | -0.01% | EXIT | |
| 48 | POWI | Power Integrations Inc | Stock-Tech | 0.02% | — | +10.37% | |
| 49 | LFUS | Littelfuse Inc | Stock-Tech | 0.02% | -0.04% | EXIT | |
| 50 | MKSI | Mks Inc | Stock-Tech | 0.02% | — | +10.29% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VSGX | Vanguard Esg Intl Stock ETF | +4.3% | NEW | New buy |
| 2 | GOOG | Alphabet Inc-cl C | +0.7% | +10.32% | Add |
| 3 | V | Visa Inc-class A Shares | +0.7% | +9.04% | Add |
| 4 | BKNG | Booking Holdings Inc | +0.3% | — | Unchanged |
| 5 | AXP | American Express Co | +0.2% | — | Unchanged |
| 6 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -4.74% | Trim |
| 7 | DIS | Walt Disney Co/the | +0.2% | — | Unchanged |
| 8 | AME | Ametek Inc | +0.2% | +6.76% | Add |
| 9 | APH | Amphenol Corp-cl A | +0.1% | — | Unchanged |
| 10 | AAPL | Apple Inc | +0.1% | — | Unchanged |
| 11 | NDAQ | Nasdaq Inc | +0.1% | — | Unchanged |
| 12 | ADP | Automatic Data Processing | +0.1% | — | Unchanged |
| 13 | MA | Mastercard Inc - A | +0.1% | — | Unchanged |
| 14 | FDS | Factset Research Systems Inc | 0% | — | Unchanged |
| 15 | BRO | Brown & Brown Inc | 0% | +4.99% | Add |
| 16 | WRB | Wr Berkley CORP | 0% | — | Unchanged |
| 17 | MORN | Morningstar Inc | 0% | +69.30% | Add |
| 18 | COST | Costco Wholesale CORP | 0% | — | Unchanged |
| 19 | PYPL | Paypal Holdings Inc | 0% | +39.42% | Add |
| 20 | RYAN | Ryan Specialty Holdings Inc | 0% | +24.67% | Add |
| 21 | SIGI | Selective Insurance Group | 0% | +21.54% | Add |
| 22 | WTS | Watts Water Technologies-a | 0% | +16.63% | Add |
| 23 | ESAB | Esab CORP | — | +19.63% | Add |
| 24 | AIT | Applied Industrial Tech Inc | — | +17.66% | Add |
| 25 | GGG | Graco Inc | — | +16.88% | Add |
| 26 | BMI | Badger Meter Inc | — | +14.40% | Add |
| 27 | TRU | Transunion | — | +18.42% | Add |
| 28 | POWI | Power Integrations Inc | — | +10.37% | Add |
| 29 | MKSI | Mks Inc | — | +10.29% | Add |
| 30 | MKTX | Marketaxess Holdings Inc | — | +12.95% | Add |
| 31 | LFUS | Littelfuse Inc | 0% | -18.29% | Trim |
| 32 | IDCC 3.5 06-01-27Bond | Interdigital Inc | 0% | -34.04% | Trim |
| 33 | ROST | Ross Stores Inc | -0.1% | — | Unchanged |
| 34 | SYK | Stryker CORP | -0.1% | — | Unchanged |
| 35 | GWW | Ww Grainger Inc | -0.1% | — | Unchanged |
| 36 | MSFT | Microsoft CORP | -0.1% | +3.39% | Add |
| 37 | RBA | Rb Global Inc | -0.1% | -17.64% | Trim |
| 38 | ABT | Abbott Laboratories | -0.1% | — | Unchanged |
| 39 | HDB | Hdfc Bank Ltd-adr | -0.1% | -5.16% | Trim |
| 40 | ACN | Accenture plc | -0.1% | — | Unchanged |
| 41 | HD | Home Depot Inc | -0.2% | — | Unchanged |
| 42 | RMD | Resmed Inc | -0.2% | — | Unchanged |
| 43 | MRSH | Marsh & Mclennan Cos | -0.2% | — | Unchanged |
| 44 | ADI | Analog Devices Inc | -0.3% | — | Unchanged |
| 45 | EFX | Equifax Inc | -0.4% | — | Unchanged |
| 46 | ZTS | Zoetis Inc | -0.5% | — | Unchanged |
| 47 | NDSN | Nordson CORP | -0.5% | — | Unchanged |
| 48 | TMO | Thermo Fisher Scientific Inc | -0.6% | — | Unchanged |
| 49 | ALC | Alcon Inc. | -0.7% | -5.15% | Trim |
| 50 | AMAT | Applied Materials Inc | -0.8% | — | Unchanged |
According to official SEC Form 13F filings, Dundas Partners LLP reported a total U.S. public equity portfolio value of $1.4B across 50 disclosed positions in Q4 2024.
During Q4 2024, Dundas Partners LLP's top holdings by market value included MSFT (5.5%)、GWW (5.4%)、WRB (4.6%). The largest single position, MSFT, represented 5.5% 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 24.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
VSGX
市值: $61.3M
Top Position Liquidated / Trimmed
KEYS
前期市值: $17.2M
In Q4 2024, Dundas Partners LLP made 27 total portfolio adjustments, initiating 1 new buys, adding to 18 positions, trimming 6 holdings, and fully liquidating 2 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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