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CIK: 0001742418
Total reported value
$1.4B
$1.4B
49 檔
25.1%
As reported in its official Q1 2025 Form 13F filing, Dundas Partners LLP's tracked investment portfolio stood at $1.4B with 49 total positions.
In Q1 2025, Dundas Partners LLP displayed an active expansion posture, initiating 49 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including WRB, GWW, MSFT) accounted for 25.1% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WRB | Wr Berkley CORP | Stock-Financials | 5.89% | -0.07% | — | |
| 2 | GWW | Ww Grainger Inc | Stock-Industrials | 5.36% | +0.23% | — | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.15% | -0.70% | — | |
| 4 | BRO | Brown & Brown Inc | Stock-Financials | 4.61% | -0.60% | — | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 4.52% | +0.37% | — | |
| 6 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.53% | +1.75% | — | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.47% | +0.59% | — | |
| 8 | AXP | American Express Co | Stock-Financials | 3.46% | -0.06% | — | |
| 9 | ABT | Abbott Laboratories | Stock-Healthcare | 3.37% | -0.69% | — | |
| 10 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 3.37% | — | — | |
| 11 | APH | Amphenol Corp-cl A | Stock-Tech | 2.98% | +0.98% | — | |
| 12 | ADI | Analog Devices Inc | Stock-Tech | 2.94% | +0.47% | — | |
| 13 | ACN | Accenture plc | Stock-Tech | 2.91% | -1.81% | EXIT | |
| 14 | AMAT | Applied Materials Inc | Stock-Tech | 2.84% | +6.04% | — | |
| 15 | ALC | Alcon Inc. | Stock-Healthcare | 2.82% | -0.26% | +0.61% | |
| 16 | NDAQ | Nasdaq Inc | Stock-Financials | 2.80% | -0.55% | — | |
| 17 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.75% | -0.29% | +7.00% | |
| 18 | ROST | Ross Stores Inc | Stock-Consumer Disc | 2.63% | -0.44% | +1.87% | |
| 19 | ADP | Automatic Data Processing | Stock-Tech | 2.53% | — | — | |
| 20 | RMD | Resmed Inc | Stock-Healthcare | 2.51% | -0.77% | +8.27% | |
| 21 | FDS | Factset Research Systems Inc | Stock-Financials | 2.50% | — | — | |
| 22 | SYK | Stryker CORP | Stock-Healthcare | 2.48% | -0.33% | — | |
| 23 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 2.47% | +0.08% | — | |
| 24 | ZTS | Zoetis Inc | Stock-Healthcare | 2.40% | -1.97% | +8.58% | |
| 25 | EFX | Equifax Inc | Stock-Industrials | 2.38% | -1.04% | — | |
| 26 | AAPL | Apple Inc | Stock-Tech | 2.00% | — | — | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 1.99% | — | -27.14% | |
| 28 | HDB | Hdfc Bank Ltd-adr | Stock-Financials | 1.93% | -0.14% | +1.96% | |
| 29 | AME | Ametek Inc | Stock-Industrials | 1.81% | +0.07% | — | |
| 30 | MA | Mastercard Inc - A | Stock-Financials | 1.79% | +0.20% | — | |
| 31 | NDSN | Nordson CORP | Stock-Industrials | 1.77% | — | — | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.67% | — | — | |
| 33 | INTU | Intuit Inc | Stock-Tech | 1.67% | -0.67% | — | |
| 34 | MSCI | Msci Inc | Stock-Financials | 1.57% | -1.56% | EXIT | |
| 35 | RBA | Rb Global Inc | Stock-Industrials | 0.68% | -0.05% | — | |
| 36 | RYAN | Ryan Specialty Holdings Inc | Stock-Financials | 0.06% | -0.01% | EXIT | |
| 37 | GGG | Graco Inc | Stock-Industrials | 0.04% | — | — | |
| 38 | TRU | Transunion | Stock-Financials | 0.04% | -0.01% | EXIT | |
| 39 | MKTX | Marketaxess Holdings Inc | Stock-Financials | 0.04% | -0.02% | EXIT | |
| 40 | PAYC | Paycom Software Inc | Stock-Tech | 0.04% | -0.01% | EXIT | |
| 41 | WTS | Watts Water Technologies-a | Stock-Industrials | 0.04% | -0.03% | EXIT | |
| 42 | ESAB | Esab CORP | Stock-Industrials | 0.04% | -0.03% | EXIT | |
| 43 | AIT | Applied Industrial Tech Inc | Stock-Industrials | 0.03% | -0.04% | EXIT | |
| 44 | MORN | Morningstar Inc | Stock-Financials | 0.03% | — | — | |
| 45 | SIGI | Selective Insurance Group | Stock-Financials | 0.03% | — | — | |
| 46 | IDCC 3.5 06-01-27Bond | Interdigital Inc | Bond | 0.03% | -0.01% | EXIT | |
| 47 | BMI | Badger Meter Inc | Stock-Tech | 0.02% | -0.01% | EXIT | |
| 48 | POWI | Power Integrations Inc | Stock-Tech | 0.02% | — | -16.70% | |
| 49 | LFUS | Littelfuse Inc | Stock-Tech | 0.02% | -0.04% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | WRB | Wr Berkley CORP | — | NEW | New buy |
| 2 | GWW | Ww Grainger Inc | — | NEW | New buy |
| 3 | MSFT | Microsoft CORP | — | NEW | New buy |
| 4 | BRO | Brown & Brown Inc | — | NEW | New buy |
| 5 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 6 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 7 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 8 | AXP | American Express Co | — | NEW | New buy |
| 9 | ABT | Abbott Laboratories | — | NEW | New buy |
| 10 | MRSH | Marsh & Mclennan Cos | — | NEW | New buy |
| 11 | APH | Amphenol Corp-cl A | — | NEW | New buy |
| 12 | ADI | Analog Devices Inc | — | NEW | New buy |
| 13 | ACN | Accenture plc | — | NEW | New buy |
| 14 | AMAT | Applied Materials Inc | — | NEW | New buy |
| 15 | ALC | Alcon Inc. | — | NEW | New buy |
| 16 | NDAQ | Nasdaq Inc | — | NEW | New buy |
| 17 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 18 | ROST | Ross Stores Inc | — | NEW | New buy |
| 19 | ADP | Automatic Data Processing | — | NEW | New buy |
| 20 | RMD | Resmed Inc | — | NEW | New buy |
| 21 | FDS | Factset Research Systems Inc | — | NEW | New buy |
| 22 | SYK | Stryker CORP | — | NEW | New buy |
| 23 | BKNG | Booking Holdings Inc | — | NEW | New buy |
| 24 | ZTS | Zoetis Inc | — | NEW | New buy |
| 25 | EFX | Equifax Inc | — | NEW | New buy |
| 26 | AAPL | Apple Inc | — | NEW | New buy |
| 27 | HD | Home Depot Inc | — | NEW | New buy |
| 28 | HDB | Hdfc Bank Ltd-adr | — | NEW | New buy |
| 29 | AME | Ametek Inc | — | NEW | New buy |
| 30 | MA | Mastercard Inc - A | — | NEW | New buy |
| 31 | NDSN | Nordson CORP | — | NEW | New buy |
| 32 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 33 | INTU | Intuit Inc | — | NEW | New buy |
| 34 | MSCI | Msci Inc | — | NEW | New buy |
| 35 | RBA | Rb Global Inc | — | NEW | New buy |
| 36 | RYAN | Ryan Specialty Holdings Inc | — | NEW | New buy |
| 37 | GGG | Graco Inc | — | NEW | New buy |
| 38 | TRU | Transunion | — | NEW | New buy |
| 39 | MKTX | Marketaxess Holdings Inc | — | NEW | New buy |
| 40 | PAYC | Paycom Software Inc | — | NEW | New buy |
| 41 | WTS | Watts Water Technologies-a | — | NEW | New buy |
| 42 | ESAB | Esab CORP | — | NEW | New buy |
| 43 | AIT | Applied Industrial Tech Inc | — | NEW | New buy |
| 44 | MORN | Morningstar Inc | — | NEW | New buy |
| 45 | SIGI | Selective Insurance Group | — | NEW | New buy |
| 46 | IDCC 3.5 06-01-27Bond | Interdigital Inc | — | NEW | New buy |
| 47 | BMI | Badger Meter Inc | — | NEW | New buy |
| 48 | POWI | Power Integrations Inc | — | NEW | New buy |
| 49 | LFUS | Littelfuse Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Dundas Partners LLP reported a total U.S. public equity portfolio value of $1.4B across 49 disclosed positions in Q1 2025.
During Q1 2025, Dundas Partners LLP's top holdings by market value included WRB (5.9%)、GWW (5.4%)、MSFT (5.2%). The largest single position, WRB, represented 5.9% of total portfolio value.
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Top New Position Initiated
WRB
市值: $79.9M
In Q1 2025, Dundas Partners LLP made 49 total portfolio adjustments, initiating 49 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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