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CIK: 0001742418
Total reported value
$1.4B
$1.4B
50 檔
30.0%
According to the latest 13F quarterly dataset, Dundas Partners LLP managed an equity portfolio of $1.4B at the end of Q3 2025, spanning 50 distinct U.S. exchange-listed positions.
In Q3 2025, Dundas Partners LLP displayed an active expansion posture, initiating 10 new positions and adding to 23 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.82% | -0.70% | — | |
| 2 | WRB | Wr Berkley CORP | Stock-Financials | 6.39% | -0.07% | +5.19% | |
| 3 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 5.57% | +1.75% | — | |
| 4 | APH | Amphenol Corp-cl A | Stock-Tech | 5.30% | +0.98% | -1.82% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.19% | +0.59% | — | |
| 6 | AXP | American Express Co | Stock-Financials | 4.44% | -0.06% | +8.45% | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 4.37% | +0.37% | +3.69% | |
| 8 | BRO | Brown & Brown Inc | Stock-Financials | 4.19% | -0.60% | +25.92% | |
| 9 | ABT | Abbott Laboratories | Stock-Healthcare | 4.19% | -0.69% | +19.16% | |
| 10 | AMAT | Applied Materials Inc | Stock-Tech | 4.02% | +6.04% | +147.50% | |
| 11 | ADI | Analog Devices Inc | Stock-Tech | 3.59% | +0.47% | +4.43% | |
| 12 | RMD | Resmed Inc | Stock-Healthcare | 3.38% | -0.77% | +15.07% | |
| 13 | NDAQ | Nasdaq Inc | Stock-Financials | 3.31% | -0.55% | +5.90% | |
| 14 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 3.26% | -0.29% | +2.19% | |
| 15 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 3.22% | +0.08% | +16.34% | |
| 16 | ZTS | Zoetis Inc | Stock-Healthcare | 3.21% | -1.97% | +57.11% | |
| 17 | ADP | Automatic Data Processing | Stock-Tech | 3.14% | — | +19521.35% | |
| 18 | ROST | Ross Stores Inc | Stock-Consumer Disc | 2.91% | -0.44% | -3.17% | |
| 19 | SYK | Stryker CORP | Stock-Healthcare | 2.58% | -0.33% | +9.03% | |
| 20 | ACN | Accenture plc | Stock-Tech | 2.54% | -1.81% | EXIT | |
| 21 | EFX | Equifax Inc | Stock-Industrials | 2.40% | -1.04% | — | |
| 22 | AME | Ametek Inc | Stock-Industrials | 2.29% | +0.07% | — | |
| 23 | INTU | Intuit Inc | Stock-Tech | 2.11% | -0.67% | +18.63% | |
| 24 | HDB | Hdfc Bank Ltd-adr | Stock-Financials | 2.08% | -0.14% | +94.89% | |
| 25 | ALC | Alcon Inc. | Stock-Healthcare | 2.06% | -0.26% | — | |
| 26 | MA | Mastercard Inc - A | Stock-Financials | 1.79% | +0.20% | — | |
| 27 | MSCI | Msci Inc | Stock-Financials | 1.51% | -1.56% | EXIT | |
| 28 | GWW | Ww Grainger Inc | Stock-Industrials | 1.43% | +0.23% | -71.24% | |
| 29 | CRM | Salesforce Inc | Stock-Tech | 1.42% | -0.21% | — | |
| 30 | RBA | Rb Global Inc | Stock-Industrials | 0.72% | -0.05% | -1.66% | |
| 31 | RYAN | Ryan Specialty Holdings Inc | Stock-Financials | 0.05% | -0.01% | EXIT | |
| 32 | WTS | Watts Water Technologies-a | Stock-Industrials | 0.04% | -0.03% | EXIT | |
| 33 | PAYC | Paycom Software Inc | Stock-Tech | 0.04% | -0.01% | EXIT | |
| 34 | IDCC 3.5 06-01-27Bond | Interdigital Inc | Bond | 0.04% | -0.01% | EXIT | |
| 35 | TECH | Bio-techne CORP | Stock-Healthcare | 0.04% | -0.03% | EXIT | |
| 36 | AIT | Applied Industrial Tech Inc | Stock-Industrials | 0.04% | -0.04% | EXIT | |
| 37 | JKHY | Jack Henry & Associates Inc | Stock-Tech | 0.04% | -0.04% | EXIT | |
| 38 | ESAB | Esab CORP | Stock-Industrials | 0.03% | -0.03% | EXIT | |
| 39 | MKTX | Marketaxess Holdings Inc | Stock-Financials | 0.03% | -0.02% | EXIT | |
| 40 | SF | Stifel Financial CORP | Stock-Financials | 0.03% | -0.03% | EXIT | |
| 41 | HLNE | Hamilton Lane Inc-class A | Stock-Financials | 0.02% | -0.02% | EXIT | |
| 42 | TRU | Transunion | Stock-Financials | 0.02% | -0.01% | EXIT | |
| 43 | NVT | nVent Electric plc | Stock-Industrials | 0.02% | -0.04% | EXIT | |
| 44 | CR | Crane Co | Stock-Industrials | 0.02% | -0.03% | EXIT | |
| 45 | RLI | Rli CORP | Stock-Financials | 0.02% | -0.01% | EXIT | |
| 46 | EVR | Evercore Inc - A | Stock-Financials | 0.02% | -0.02% | EXIT | |
| 47 | LFUS | Littelfuse Inc | Stock-Tech | 0.02% | -0.04% | EXIT | |
| 48 | LMAT | Lemaitre Vascular Inc | Stock-Other | 0.02% | -0.02% | EXIT | |
| 49 | GGG | Graco Inc | Stock-Industrials | 0.01% | — | — | |
| 50 | BMI | Badger Meter Inc | Stock-Tech | 0.01% | -0.01% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | APH | Amphenol Corp-cl A | +2.3% | -1.82% | Trim |
| 2 | TSM | Taiwan Semiconductor-sp Adr | +2% | — | Trim |
| 3 | GOOG | Alphabet Inc-cl C | +1.7% | — | Unchanged |
| 4 | MSFT | Microsoft CORP | +1.7% | — | Unchanged |
| 5 | AMAT | Applied Materials Inc | +1.2% | +147.50% | Add |
| 6 | AXP | American Express Co | +1% | +8.45% | Add |
| 7 | RMD | Resmed Inc | +0.9% | +15.07% | Add |
| 8 | ABT | Abbott Laboratories | +0.8% | +19.16% | Add |
| 9 | ZTS | Zoetis Inc | +0.8% | +57.11% | Add |
| 10 | BKNG | Booking Holdings Inc | +0.8% | +16.34% | Add |
| 11 | ADI | Analog Devices Inc | +0.7% | +4.43% | Add |
| 12 | ADP | Automatic Data Processing | +0.6% | +19521.35% | Add |
| 13 | NDAQ | Nasdaq Inc | +0.5% | +5.90% | Add |
| 14 | TMO | Thermo Fisher Scientific Inc | +0.5% | +2.19% | Add |
| 15 | WRB | Wr Berkley CORP | +0.5% | +5.19% | Add |
| 16 | AME | Ametek Inc | +0.5% | — | Add |
| 17 | INTU | Intuit Inc | +0.4% | +18.63% | Add |
| 18 | ROST | Ross Stores Inc | +0.3% | -3.17% | Trim |
| 19 | HDB | Hdfc Bank Ltd-adr | +0.2% | +94.89% | Add |
| 20 | SYK | Stryker CORP | +0.1% | +9.03% | Add |
| 21 | RBA | Rb Global Inc | 0% | -1.66% | Add |
| 22 | EFX | Equifax Inc | 0% | — | Unchanged |
| 23 | IDCC 3.5 06-01-27Bond | Interdigital Inc | 0% | — | Trim |
| 24 | AIT | Applied Industrial Tech Inc | 0% | -99.21% | Add |
| 25 | MA | Mastercard Inc - A | — | — | Unchanged |
| 26 | WTS | Watts Water Technologies-a | — | — | Trim |
| 27 | PAYC | Paycom Software Inc | — | +9.14% | Add |
| 28 | LFUS | Littelfuse Inc | — | +26.11% | Trim |
| 29 | MKTX | Marketaxess Holdings Inc | 0% | — | Trim |
| 30 | BMI | Badger Meter Inc | 0% | -90.85% | Trim |
| 31 | RYAN | Ryan Specialty Holdings Inc | 0% | +14.93% | Add |
| 32 | ESAB | Esab CORP | 0% | +8.75% | Add |
| 33 | TRU | Transunion | 0% | +19.41% | Trim |
| 34 | GGG | Graco Inc | 0% | — | Trim |
| 35 | MSCI | Msci Inc | -0.1% | — | Unchanged |
| 36 | V | Visa Inc-class A Shares | -0.2% | +3.69% | Add |
| 37 | ACN | Accenture plc | -0.4% | +15.23% | Add |
| 38 | BRO | Brown & Brown Inc | -0.4% | +25.92% | Add |
| 39 | ALC | Alcon Inc. | -0.8% | — | Trim |
| 40 | GWW | Ww Grainger Inc | -3.9% | -71.24% | Trim |
| 41 | MRSH | Marsh & Mclennan Cos | — | EXIT | Sold out |
| 42 | FDS | Factset Research Systems Inc | — | EXIT | Sold out |
| 43 | AAPL | Apple Inc | — | EXIT | Sold out |
| 44 | HD | Home Depot Inc | — | EXIT | Sold out |
| 45 | NDSN | Nordson CORP | — | EXIT | Sold out |
| 46 | COST | Costco Wholesale CORP | — | EXIT | Sold out |
| 47 | CRM | Salesforce Inc | — | NEW | New buy |
| 48 | TECH | Bio-techne CORP | — | NEW | New buy |
| 49 | JKHY | Jack Henry & Associates Inc | — | NEW | New buy |
| 50 | MORN | Morningstar Inc | — | 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 Q3 2025.
During Q3 2025, Dundas Partners LLP's top holdings by market value included MSFT (6.8%)、WRB (6.4%)、TSM (5.6%). The largest single position, MSFT, represented 6.8% 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, WRB, TSM) accounted for 30.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
CRM
市值: $20.2M
Top Position Liquidated / Trimmed
MRSH
前期市值: $45.8M
In Q3 2025, Dundas Partners LLP made 54 total portfolio adjustments, initiating 10 new buys, adding to 23 positions, trimming 12 holdings, and fully liquidating 9 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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