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CIK: 0001742418
Total reported value
$1.4B
$1.4B
50 檔
27.3%
In Q2 2025, Dundas Partners LLP's U.S. equity holdings reached a combined market value of $1.4B, distributed across 50 disclosed stock positions.
In Q2 2025, Dundas Partners LLP adopted a defensive or profit-taking posture, trimming 17 positions and completely liquidating 2 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, WRB, GWW) accounted for 27.3% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.45% | -0.70% | — | |
| 2 | WRB | Wr Berkley CORP | Stock-Financials | 5.74% | -0.07% | — | |
| 3 | GWW | Ww Grainger Inc | Stock-Industrials | 5.33% | +0.23% | — | |
| 4 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 4.45% | +1.75% | -2.33% | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 4.32% | +0.37% | — | |
| 6 | APH | Amphenol Corp-cl A | Stock-Tech | 4.24% | +0.98% | — | |
| 7 | BRO | Brown & Brown Inc | Stock-Financials | 3.88% | -0.60% | — | |
| 8 | AXP | American Express Co | Stock-Financials | 3.87% | -0.06% | — | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.72% | +0.59% | — | |
| 10 | ABT | Abbott Laboratories | Stock-Healthcare | 3.51% | -0.69% | +7.73% | |
| 11 | AIT | Applied Industrial Tech Inc | Stock-Industrials | 3.39% | -0.04% | EXIT | |
| 12 | ADI | Analog Devices Inc | Stock-Tech | 3.28% | +0.47% | — | |
| 13 | NDAQ | Nasdaq Inc | Stock-Financials | 3.11% | -0.55% | — | |
| 14 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 2.93% | +0.08% | — | |
| 15 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 2.85% | — | — | |
| 16 | RMD | Resmed Inc | Stock-Healthcare | 2.73% | -0.77% | — | |
| 17 | ACN | Accenture plc | Stock-Tech | 2.63% | -1.81% | EXIT | |
| 18 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.63% | -0.29% | +24.01% | |
| 19 | SYK | Stryker CORP | Stock-Healthcare | 2.49% | -0.33% | — | |
| 20 | ROST | Ross Stores Inc | Stock-Consumer Disc | 2.48% | -0.44% | — | |
| 21 | AMAT | Applied Materials Inc | Stock-Tech | 2.41% | +6.04% | -57.75% | |
| 22 | ALC | Alcon Inc. | Stock-Healthcare | 2.41% | -0.26% | -3.61% | |
| 23 | EFX | Equifax Inc | Stock-Industrials | 2.39% | -1.04% | — | |
| 24 | HDB | Hdfc Bank Ltd-adr | Stock-Financials | 2.36% | -0.14% | +12.67% | |
| 25 | FDS | Factset Research Systems Inc | Stock-Financials | 2.24% | — | -3.19% | |
| 26 | AME | Ametek Inc | Stock-Industrials | 2.17% | +0.07% | +20.77% | |
| 27 | ZTS | Zoetis Inc | Stock-Healthcare | 2.14% | -1.97% | — | |
| 28 | INTU | Intuit Inc | Stock-Tech | 2.02% | -0.67% | — | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 1.80% | — | -4.39% | |
| 30 | MA | Mastercard Inc - A | Stock-Financials | 1.74% | +0.20% | — | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.65% | — | — | |
| 32 | MSCI | Msci Inc | Stock-Financials | 1.51% | -1.56% | EXIT | |
| 33 | RBA | Rb Global Inc | Stock-Industrials | 0.70% | -0.05% | +3.47% | |
| 34 | RYAN | Ryan Specialty Holdings Inc | Stock-Financials | 0.05% | -0.01% | EXIT | |
| 35 | PAYC | Paycom Software Inc | Stock-Tech | 0.04% | -0.01% | EXIT | |
| 36 | WTS | Watts Water Technologies-a | Stock-Industrials | 0.04% | -0.03% | EXIT | |
| 37 | JKHY | Jack Henry & Associates Inc | Stock-Tech | 0.04% | -0.04% | EXIT | |
| 38 | MKTX | Marketaxess Holdings Inc | Stock-Financials | 0.03% | -0.02% | EXIT | |
| 39 | ESAB | Esab CORP | Stock-Industrials | 0.03% | -0.03% | EXIT | |
| 40 | AAPL | Apple Inc | Stock-Tech | 0.03% | — | -98.44% | |
| 41 | BMI | Badger Meter Inc | Stock-Tech | 0.03% | -0.01% | EXIT | |
| 42 | IDCC 3.5 06-01-27Bond | Interdigital Inc | Bond | 0.03% | -0.01% | EXIT | |
| 43 | RLI | Rli CORP | Stock-Financials | 0.02% | -0.01% | EXIT | |
| 44 | TRU | Transunion | Stock-Financials | 0.02% | -0.01% | EXIT | |
| 45 | MORN | Morningstar Inc | Stock-Financials | 0.02% | — | -41.20% | |
| 46 | SIGI | Selective Insurance Group | Stock-Financials | 0.02% | — | -36.33% | |
| 47 | LMAT | Lemaitre Vascular Inc | Stock-Other | 0.02% | -0.02% | EXIT | |
| 48 | ADP | Automatic Data Processing | Stock-Tech | 0.01% | — | -99.31% | |
| 49 | LFUS | Littelfuse Inc | Stock-Tech | 0.01% | -0.04% | EXIT | |
| 50 | GGG | Graco Inc | Stock-Industrials | 0.01% | — | -74.45% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AIT | Applied Industrial Tech Inc | +3.4% | +12956.01% | Add |
| 2 | MSFT | Microsoft CORP | +1.3% | — | Unchanged |
| 3 | APH | Amphenol Corp-cl A | +1.3% | — | Unchanged |
| 4 | TSM | Taiwan Semiconductor-sp Adr | +0.9% | -2.33% | Trim |
| 5 | BKNG | Booking Holdings Inc | +0.5% | — | Unchanged |
| 6 | HDB | Hdfc Bank Ltd-adr | +0.4% | +12.67% | Add |
| 7 | AXP | American Express Co | +0.4% | — | Unchanged |
| 8 | AME | Ametek Inc | +0.4% | +20.77% | Add |
| 9 | INTU | Intuit Inc | +0.4% | — | Unchanged |
| 10 | ADI | Analog Devices Inc | +0.3% | — | Unchanged |
| 11 | NDAQ | Nasdaq Inc | +0.3% | — | Unchanged |
| 12 | GOOG | Alphabet Inc-cl C | +0.3% | — | Unchanged |
| 13 | RMD | Resmed Inc | +0.2% | — | Unchanged |
| 14 | ABT | Abbott Laboratories | +0.1% | +7.73% | Add |
| 15 | JKHY | Jack Henry & Associates Inc | 0% | NEW | New buy |
| 16 | RBA | Rb Global Inc | 0% | +3.47% | Add |
| 17 | RLI | Rli CORP | 0% | NEW | New buy |
| 18 | LMAT | Lemaitre Vascular Inc | 0% | NEW | New buy |
| 19 | SYK | Stryker CORP | 0% | — | Unchanged |
| 20 | EFX | Equifax Inc | 0% | — | Unchanged |
| 21 | BMI | Badger Meter Inc | 0% | +431.40% | Add |
| 22 | PAYC | Paycom Software Inc | — | +5.17% | Add |
| 23 | WTS | Watts Water Technologies-a | — | -11.57% | Trim |
| 24 | IDCC 3.5 06-01-27Bond | Interdigital Inc | — | -3.56% | Trim |
| 25 | MORN | Morningstar Inc | 0% | -41.20% | Trim |
| 26 | SIGI | Selective Insurance Group | 0% | -36.33% | Trim |
| 27 | RYAN | Ryan Specialty Holdings Inc | 0% | -6.40% | Trim |
| 28 | MKTX | Marketaxess Holdings Inc | 0% | -12.78% | Trim |
| 29 | LFUS | Littelfuse Inc | 0% | -30.98% | Trim |
| 30 | ESAB | Esab CORP | 0% | -6.00% | Trim |
| 31 | COST | Costco Wholesale CORP | 0% | — | Unchanged |
| 32 | TRU | Transunion | 0% | -50.81% | Trim |
| 33 | POWI | Power Integrations Inc | 0% | EXIT | Sold out |
| 34 | GWW | Ww Grainger Inc | 0% | — | Unchanged |
| 35 | GGG | Graco Inc | 0% | -74.45% | Trim |
| 36 | MA | Mastercard Inc - A | -0.1% | — | Unchanged |
| 37 | MSCI | Msci Inc | -0.1% | — | Unchanged |
| 38 | TMO | Thermo Fisher Scientific Inc | -0.1% | +24.01% | Add |
| 39 | WRB | Wr Berkley CORP | -0.2% | — | Unchanged |
| 40 | ROST | Ross Stores Inc | -0.2% | — | Unchanged |
| 41 | HD | Home Depot Inc | -0.2% | -4.39% | Trim |
| 42 | V | Visa Inc-class A Shares | -0.2% | — | Unchanged |
| 43 | ZTS | Zoetis Inc | -0.3% | — | Unchanged |
| 44 | FDS | Factset Research Systems Inc | -0.3% | -3.19% | Trim |
| 45 | ACN | Accenture plc | -0.3% | — | Unchanged |
| 46 | ALC | Alcon Inc. | -0.4% | -3.61% | Trim |
| 47 | AMAT | Applied Materials Inc | -0.4% | -57.75% | Trim |
| 48 | MRSH | Marsh & Mclennan Cos | -0.5% | — | Unchanged |
| 49 | BRO | Brown & Brown Inc | -0.7% | — | Unchanged |
| 50 | NDSN | Nordson CORP | -1.8% | EXIT | Sold out |
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 Q2 2025.
During Q2 2025, Dundas Partners LLP's top holdings by market value included MSFT (6.5%)、WRB (5.7%)、GWW (5.3%). The largest single position, MSFT, represented 6.5% of total portfolio value.
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Top New Position Initiated
JKHY
市值: $522.5K
Top Position Liquidated / Trimmed
NDSN
前期市值: $24.1M
In Q2 2025, Dundas Partners LLP made 30 total portfolio adjustments, initiating 3 new buys, adding to 8 positions, trimming 17 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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