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CIK: 0001742418
Total reported value
$1.4B
$1.4B
49 檔
30.4%
During the Q4 2025 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 49 reported positions.
In Q4 2025, Dundas Partners LLP adopted a defensive or profit-taking posture, trimming 28 positions and completely liquidating 1 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 6.53% | +0.59% | -2.12% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.21% | -0.70% | -2.15% | |
| 3 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 6.04% | +1.75% | -0.10% | |
| 4 | WRB | Wr Berkley CORP | Stock-Financials | 5.73% | -0.07% | -1.70% | |
| 5 | APH | Amphenol Corp-cl A | Stock-Tech | 5.07% | +0.98% | -12.10% | |
| 6 | AMAT | Applied Materials Inc | Stock-Tech | 4.96% | +6.04% | -1.53% | |
| 7 | AXP | American Express Co | Stock-Financials | 4.63% | -0.06% | -6.10% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 4.41% | +0.37% | -1.51% | |
| 9 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 4.02% | -0.29% | +3.33% | |
| 10 | ADI | Analog Devices Inc | Stock-Tech | 3.86% | +0.47% | -2.36% | |
| 11 | ABT | Abbott Laboratories | Stock-Healthcare | 3.78% | -0.69% | -3.31% | |
| 12 | BRO | Brown & Brown Inc | Stock-Financials | 3.74% | -0.60% | +5.25% | |
| 13 | NDAQ | Nasdaq Inc | Stock-Financials | 3.57% | -0.55% | -1.61% | |
| 14 | RMD | Resmed Inc | Stock-Healthcare | 3.48% | -0.77% | +17.04% | |
| 15 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 3.13% | +0.08% | -1.81% | |
| 16 | ROST | Ross Stores Inc | Stock-Consumer Disc | 3.11% | -0.44% | -9.28% | |
| 17 | ZTS | Zoetis Inc | Stock-Healthcare | 2.71% | -1.97% | -1.70% | |
| 18 | ADP | Automatic Data Processing | Stock-Tech | 2.58% | — | -6.03% | |
| 19 | AME | Ametek Inc | Stock-Industrials | 2.46% | +0.07% | -1.38% | |
| 20 | SYK | Stryker CORP | Stock-Healthcare | 2.40% | -0.33% | -1.70% | |
| 21 | MA | Mastercard Inc - A | Stock-Financials | 2.28% | +0.20% | +27.35% | |
| 22 | HDB | Hdfc Bank Ltd-adr | Stock-Financials | 2.27% | -0.14% | +2.27% | |
| 23 | INTU | Intuit Inc | Stock-Tech | 2.26% | -0.67% | +10.94% | |
| 24 | EFX | Equifax Inc | Stock-Industrials | 1.96% | -1.04% | -3.44% | |
| 25 | ACN | Accenture plc | Stock-Tech | 1.65% | -1.81% | EXIT | |
| 26 | CRM | Salesforce Inc | Stock-Tech | 1.56% | -0.21% | -1.64% | |
| 27 | MSCI | Msci Inc | Stock-Financials | 1.50% | -1.56% | EXIT | |
| 28 | GWW | Ww Grainger Inc | Stock-Industrials | 1.43% | +0.23% | -5.17% | |
| 29 | ALC | Alcon Inc. | Stock-Healthcare | 1.42% | -0.26% | -35.57% | |
| 30 | RBA | Rb Global Inc | Stock-Industrials | 0.71% | -0.05% | +3.96% | |
| 31 | JKHY | Jack Henry & Associates Inc | Stock-Tech | 0.05% | -0.04% | EXIT | |
| 32 | RYAN | Ryan Specialty Holdings Inc | Stock-Financials | 0.05% | -0.01% | EXIT | |
| 33 | NVT | nVent Electric plc | Stock-Industrials | 0.04% | -0.04% | EXIT | |
| 34 | TECH | Bio-techne CORP | Stock-Healthcare | 0.04% | -0.03% | EXIT | |
| 35 | AIT | Applied Industrial Tech Inc | Stock-Industrials | 0.04% | -0.04% | EXIT | |
| 36 | SF | Stifel Financial CORP | Stock-Financials | 0.03% | -0.03% | EXIT | |
| 37 | PAYC | Paycom Software Inc | Stock-Tech | 0.03% | -0.01% | EXIT | |
| 38 | ESAB | Esab CORP | Stock-Industrials | 0.03% | -0.03% | EXIT | |
| 39 | CR | Crane Co | Stock-Industrials | 0.03% | -0.03% | EXIT | |
| 40 | LFUS | Littelfuse Inc | Stock-Tech | 0.03% | -0.04% | EXIT | |
| 41 | EVR | Evercore Inc - A | Stock-Financials | 0.03% | -0.02% | EXIT | |
| 42 | TRU | Transunion | Stock-Financials | 0.02% | -0.01% | EXIT | |
| 43 | HLNE | Hamilton Lane Inc-class A | Stock-Financials | 0.02% | -0.02% | EXIT | |
| 44 | MKTX | Marketaxess Holdings Inc | Stock-Financials | 0.02% | -0.02% | EXIT | |
| 45 | WTS | Watts Water Technologies-a | Stock-Industrials | 0.02% | -0.03% | EXIT | |
| 46 | LMAT | Lemaitre Vascular Inc | Stock-Other | 0.02% | -0.02% | EXIT | |
| 47 | RLI | Rli CORP | Stock-Financials | 0.02% | -0.01% | EXIT | |
| 48 | IDCC 3.5 06-01-27Bond | Interdigital Inc | Bond | 0.01% | -0.01% | EXIT | |
| 49 | BMI | Badger Meter Inc | Stock-Tech | 0.01% | -0.01% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1.3% | -2.12% | Trim |
| 2 | AMAT | Applied Materials Inc | +0.9% | -1.53% | Trim |
| 3 | TMO | Thermo Fisher Scientific Inc | +0.8% | +3.33% | Add |
| 4 | MA | Mastercard Inc - A | +0.5% | +27.35% | Add |
| 5 | TSM | Taiwan Semiconductor-sp Adr | +0.5% | -0.10% | Trim |
| 6 | ADI | Analog Devices Inc | +0.3% | -2.36% | Trim |
| 7 | NDAQ | Nasdaq Inc | +0.3% | -1.61% | Trim |
| 8 | ROST | Ross Stores Inc | +0.2% | -9.28% | Trim |
| 9 | AXP | American Express Co | +0.2% | -6.10% | Trim |
| 10 | HDB | Hdfc Bank Ltd-adr | +0.2% | +2.27% | Add |
| 11 | AME | Ametek Inc | +0.2% | -1.38% | Trim |
| 12 | INTU | Intuit Inc | +0.2% | +10.94% | Add |
| 13 | CRM | Salesforce Inc | +0.1% | -1.64% | Trim |
| 14 | RMD | Resmed Inc | +0.1% | +17.04% | Add |
| 15 | V | Visa Inc-class A Shares | 0% | -1.51% | Trim |
| 16 | NVT | nVent Electric plc | 0% | +87.56% | Add |
| 17 | LFUS | Littelfuse Inc | 0% | +74.15% | Add |
| 18 | JKHY | Jack Henry & Associates Inc | 0% | — | Unchanged |
| 19 | CR | Crane Co | 0% | +31.68% | Add |
| 20 | GWW | Ww Grainger Inc | 0% | -5.17% | Trim |
| 21 | EVR | Evercore Inc - A | 0% | +16.58% | Add |
| 22 | SF | Stifel Financial CORP | — | +13.27% | Add |
| 23 | RLI | Rli CORP | — | -18.75% | Trim |
| 24 | ESAB | Esab CORP | — | -7.91% | Trim |
| 25 | TECH | Bio-techne CORP | — | — | Unchanged |
| 26 | LMAT | Lemaitre Vascular Inc | — | +22.03% | Add |
| 27 | RYAN | Ryan Specialty Holdings Inc | — | +7.63% | Add |
| 28 | AIT | Applied Industrial Tech Inc | — | — | Unchanged |
| 29 | TRU | Transunion | — | — | Unchanged |
| 30 | BMI | Badger Meter Inc | — | — | Unchanged |
| 31 | HLNE | Hamilton Lane Inc-class A | — | — | Unchanged |
| 32 | PAYC | Paycom Software Inc | 0% | — | Unchanged |
| 33 | RBA | Rb Global Inc | 0% | +3.96% | Add |
| 34 | MSCI | Msci Inc | 0% | -1.47% | Trim |
| 35 | MKTX | Marketaxess Holdings Inc | 0% | -15.05% | Trim |
| 36 | WTS | Watts Water Technologies-a | 0% | -45.68% | Trim |
| 37 | IDCC 3.5 06-01-27Bond | Interdigital Inc | 0% | -65.30% | Trim |
| 38 | BKNG | Booking Holdings Inc | -0.1% | -1.81% | Trim |
| 39 | SYK | Stryker CORP | -0.2% | -1.70% | Trim |
| 40 | APH | Amphenol Corp-cl A | -0.2% | -12.10% | Trim |
| 41 | ABT | Abbott Laboratories | -0.4% | -3.31% | Trim |
| 42 | EFX | Equifax Inc | -0.4% | -3.44% | Trim |
| 43 | BRO | Brown & Brown Inc | -0.5% | +5.25% | Add |
| 44 | ZTS | Zoetis Inc | -0.5% | -1.70% | Trim |
| 45 | ADP | Automatic Data Processing | -0.6% | -6.03% | Trim |
| 46 | MSFT | Microsoft CORP | -0.6% | -2.15% | Trim |
| 47 | ALC | Alcon Inc. | -0.6% | -35.57% | Trim |
| 48 | WRB | Wr Berkley CORP | -0.7% | -1.70% | Trim |
| 49 | ACN | Accenture plc | -0.9% | -40.26% | Trim |
| 50 | GGG | Graco 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 49 disclosed positions in Q4 2025.
During Q4 2025, Dundas Partners LLP's top holdings by market value included GOOG (6.5%)、MSFT (6.2%)、TSM (6.0%). The largest single position, GOOG, represented 6.5% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including GOOG, MSFT, TSM) accounted for 30.4% of total reported equity market value during Q4 2025.
Top Position Liquidated / Trimmed
GGG
前期市值: $156.5K
In Q4 2025, Dundas Partners LLP made 43 total portfolio adjustments, initiating 0 new buys, adding to 14 positions, trimming 28 holdings, and fully liquidating 1 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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