Filed: 8/12/2025ACC: 0001742418-25-000006
📋 What this filing means
DUNDAS PARTNERS LLP filed this quarterly 13F‑HR report disclosing 50 equity positions with a total reported market value of $1.44B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
50
Positions
$1.44B
Total AUM (reported)
7.60M
Total Shares
Allocation by class
COM$1.03B71.9%
CL A$118.04M8.2%
SPONSORED ADR$97.97M6.8%
COM CL A$62.14M4.3%
CAP STK CL C$53.53M3.7%
SHS CLASS A$37.84M2.6%
ORD SHS$34.68M2.4%
Portfolio Concentration
Top 3$251.89M17.5%
4–10$402.59M28.0%
11–25$580.08M40.3%
Rest$204.07M14.2%
Top 3 weight
17.5%
Top 10 weight
45.5%
Voting Authority Distribution
Total shares with voting rights: 7.60M
Sole
Full voting authority
7.39M
shares
% of voting shares97.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
207.46K
shares
% of voting shares2.7%
Investment Discretion (by position count)
Sole50
Shared0
Other0
Dominant voting typeSole · 97.3% of voting shares
Institutional Holdings50
Rows:
MICROSOFT CORP
SOLEShares186.47K
TypeSH
Market value$92.75M
6.45%
Sole
186.47K
Shared
0.00
None
0.00
WR BERKLEY CORP
SOLEShares1.12M
TypeSH
Market value$82.53M
5.74%
Sole
1.12M
Shared
0.00
None
0.00
WW GRAINGER INC
SOLEShares73.65K
TypeSH
Market value$76.61M
5.33%
Sole
73.65K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR SP ADR
SOLEShares282.44K
TypeSH
Market value$63.97M
4.45%
Sole
262.56K
Shared
0.00
None
19.89K
VISA INC CLASS A SHARES
SOLEShares175.03K
TypeSH
Market value$62.14M
4.32%
Sole
175.03K
Shared
0.00
None
0.00
AMPHENOL CORP NEW
SOLEShares617.38K
TypeSH
Market value$60.97M
4.24%
Sole
617.38K
Shared
0.00
None
0.00
BROWN & BROWN INC
SOLEShares503.11K
TypeSH
Market value$55.78M
3.88%
Sole
503.11K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares174.44K
TypeSH
Market value$55.64M
3.87%
Sole
174.44K
Shared
0.00
None
0.00
ALPHABET INC CL C
SOLEShares301.75K
TypeSH
Market value$53.53M
3.72%
Sole
301.75K
Shared
0.00
None
0.00
ABBOTT LABORATORIES
SOLEShares371.71K
TypeSH
Market value$50.56M
3.51%
Sole
371.71K
Shared
0.00
None
0.00
APPLIED INDL TECHNOLOGIES IN
SOLEShares266.21K
TypeSH
Market value$48.74M
3.39%
Sole
266.21K
Shared
0.00
None
0.00
ANALOG DEVICES INC
SOLEShares197.97K
TypeSH
Market value$47.12M
3.28%
Sole
197.97K
Shared
0.00
None
0.00
NASDAQ INC
SOLEShares500.76K
TypeSH
Market value$44.78M
3.11%
Sole
500.76K
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares7.27K
TypeSH
Market value$42.09M
2.93%
Sole
7.27K
Shared
0.00
None
0.00
MARSH & MCLENNAN COS
SOLEShares187.49K
TypeSH
Market value$40.99M
2.85%
Sole
187.49K
Shared
0.00
None
0.00
RESMED INC
SOLEShares152.18K
TypeSH
Market value$39.26M
2.73%
Sole
152.18K
Shared
0.00
None
0.00
ACCENTURE PLC CL A
SOLEShares126.60K
TypeSH
Market value$37.84M
2.63%
Sole
126.60K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares93.19K
TypeSH
Market value$37.79M
2.63%
Sole
93.19K
Shared
0.00
None
0.00
STRYKER CORP
SOLEShares90.52K
TypeSH
Market value$35.81M
2.49%
Sole
90.52K
Shared
0.00
None
0.00
ROSS STORES INC
SOLEShares279.14K
TypeSH
Market value$35.61M
2.48%
Sole
279.14K
Shared
0.00
None
0.00
APPLIED MATERIALS INC
SOLEShares112.48K
TypeSH
Market value$34.69M
2.41%
Sole
112.48K
Shared
0.00
None
0.00
ALCON AG
SOLEShares391.79K
TypeSH
Market value$34.68M
2.41%
Sole
340.29K
Shared
0.00
None
51.49K
EQUIFAX INC
SOLEShares132.62K
TypeSH
Market value$34.40M
2.39%
Sole
132.62K
Shared
0.00
None
0.00
HDFC BANK LTD ADR
SOLEShares443.40K
TypeSH
Market value$34.00M
2.36%
Sole
395.52K
Shared
0.00
None
47.89K
FACTSET RESH SYS INC
SOLEShares72.17K
TypeSH
Market value$32.28M
2.24%
Sole
72.17K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 186.47K | SH | $92.75M 6.45% | 186.47K | 0.00 | 0.00 |
WR BERKLEY CORPSOLE | COM | 1.12M | SH | $82.53M 5.74% | 1.12M | 0.00 | 0.00 |
WW GRAINGER INCSOLE | COM | 73.65K | SH | $76.61M 5.33% | 73.65K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR SP ADRSOLE | SPONSORED ADR | 282.44K | SH | $63.97M 4.45% | 262.56K | 0.00 | 19.89K |
VISA INC CLASS A SHARESSOLE | COM CL A | 175.03K | SH | $62.14M 4.32% | 175.03K | 0.00 | 0.00 |
AMPHENOL CORP NEWSOLE | CL A | 617.38K | SH | $60.97M 4.24% | 617.38K | 0.00 | 0.00 |
BROWN & BROWN INCSOLE | COM | 503.11K | SH | $55.78M 3.88% | 503.11K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 174.44K | SH | $55.64M 3.87% | 174.44K | 0.00 | 0.00 |
ALPHABET INC CL CSOLE | CAP STK CL C | 301.75K | SH | $53.53M 3.72% | 301.75K | 0.00 | 0.00 |
ABBOTT LABORATORIESSOLE | COM | 371.71K | SH | $50.56M 3.51% | 371.71K | 0.00 | 0.00 |
APPLIED INDL TECHNOLOGIES INSOLE | COM | 266.21K | SH | $48.74M 3.39% | 266.21K | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 197.97K | SH | $47.12M 3.28% | 197.97K | 0.00 | 0.00 |
NASDAQ INCSOLE | COM | 500.76K | SH | $44.78M 3.11% | 500.76K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 7.27K | SH | $42.09M 2.93% | 7.27K | 0.00 | 0.00 |
MARSH & MCLENNAN COSSOLE | COM | 187.49K | SH | $40.99M 2.85% | 187.49K | 0.00 | 0.00 |
RESMED INCSOLE | COM | 152.18K | SH | $39.26M 2.73% | 152.18K | 0.00 | 0.00 |
ACCENTURE PLC CL ASOLE | SHS CLASS A | 126.60K | SH | $37.84M 2.63% | 126.60K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 93.19K | SH | $37.79M 2.63% | 93.19K | 0.00 | 0.00 |
STRYKER CORPSOLE | COM | 90.52K | SH | $35.81M 2.49% | 90.52K | 0.00 | 0.00 |
ROSS STORES INCSOLE | COM | 279.14K | SH | $35.61M 2.48% | 279.14K | 0.00 | 0.00 |
APPLIED MATERIALS INCSOLE | COM | 112.48K | SH | $34.69M 2.41% | 112.48K | 0.00 | 0.00 |
ALCON AGSOLE | ORD SHS | 391.79K | SH | $34.68M 2.41% | 340.29K | 0.00 | 51.49K |
EQUIFAX INCSOLE | COM | 132.62K | SH | $34.40M 2.39% | 132.62K | 0.00 | 0.00 |
HDFC BANK LTD ADRSOLE | SPONSORED ADR | 443.40K | SH | $34.00M 2.36% | 395.52K | 0.00 | 47.89K |
FACTSET RESH SYS INCSOLE | COM | 72.17K | SH | $32.28M 2.24% | 72.17K | 0.00 | 0.00 |
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