Filed: 11/13/2025ACC: 0001742418-25-000009
📋 What this filing means
DUNDAS PARTNERS LLP filed this quarterly 13F‑HR report disclosing 50 equity positions with a total reported market value of $1.42B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
50
Positions
$1.42B
Total AUM (reported)
8.23M
Total Shares
Allocation by class
COM$959.11M67.7%
CL A$147.40M10.4%
SPONSORED ADR$108.40M7.7%
CAP STK CL C$73.49M5.2%
COM CL A$61.96M4.4%
SHS CLASS A$35.97M2.5%
ORD SHS$29.15M2.1%
Portfolio Concentration
Top 3$266.00M18.8%
4–10$449.05M31.7%
11–25$596.12M42.1%
Rest$105.28M7.4%
Top 3 weight
18.8%
Top 10 weight
50.5%
Voting Authority Distribution
Total shares with voting rights: 8.23M
Sole
Full voting authority
8M
shares
% of voting shares97.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
232.67K
shares
% of voting shares2.8%
Investment Discretion (by position count)
Sole50
Shared0
Other0
Dominant voting typeSole · 97.2% of voting shares
Institutional Holdings50
Rows:
MICROSOFT CORP
SOLEShares186.47K
TypeSH
Market value$96.58M
6.82%
Sole
186.47K
Shared
0.00
None
0.00
WR BERKLEY CORP
SOLEShares1.18M
TypeSH
Market value$90.53M
6.39%
Sole
1.18M
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR SP ADR
SOLEShares282.44K
TypeSH
Market value$78.88M
5.57%
Sole
262.56K
Shared
0.00
None
19.89K
AMPHENOL CORP NEW
SOLEShares606.16K
TypeSH
Market value$75.01M
5.30%
Sole
606.16K
Shared
0.00
None
0.00
ALPHABET INC CL C
SOLEShares301.75K
TypeSH
Market value$73.49M
5.19%
Sole
301.75K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares189.18K
TypeSH
Market value$62.84M
4.44%
Sole
189.18K
Shared
0.00
None
0.00
VISA INC CLASS A SHARES
SOLEShares181.49K
TypeSH
Market value$61.96M
4.37%
Sole
181.49K
Shared
0.00
None
0.00
BROWN & BROWN INC
SOLEShares633.54K
TypeSH
Market value$59.42M
4.19%
Sole
633.54K
Shared
0.00
None
0.00
ABBOTT LABORATORIES
SOLEShares442.95K
TypeSH
Market value$59.33M
4.19%
Sole
442.95K
Shared
0.00
None
0.00
APPLIED MATERIALS INC
SOLEShares278.39K
TypeSH
Market value$57.00M
4.02%
Sole
278.39K
Shared
0.00
None
0.00
ANALOG DEVICES INC
SOLEShares206.75K
TypeSH
Market value$50.80M
3.59%
Sole
206.75K
Shared
0.00
None
0.00
RESMED INC
SOLEShares175.12K
TypeSH
Market value$47.93M
3.38%
Sole
175.12K
Shared
0.00
None
0.00
NASDAQ INC
SOLEShares530.28K
TypeSH
Market value$46.90M
3.31%
Sole
530.28K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares95.23K
TypeSH
Market value$46.19M
3.26%
Sole
95.23K
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares8.46K
TypeSH
Market value$45.67M
3.22%
Sole
8.46K
Shared
0.00
None
0.00
ZOETIS INC
SOLEShares310.68K
TypeSH
Market value$45.46M
3.21%
Sole
310.68K
Shared
0.00
None
0.00
AUTOMATIC DATA PROCESSING INC
SOLEShares151.67K
TypeSH
Market value$44.52M
3.14%
Sole
151.67K
Shared
0.00
None
0.00
ROSS STORES INC
SOLEShares270.31K
TypeSH
Market value$41.19M
2.91%
Sole
270.31K
Shared
0.00
None
0.00
STRYKER CORP
SOLEShares98.69K
TypeSH
Market value$36.48M
2.58%
Sole
98.69K
Shared
0.00
None
0.00
ACCENTURE PLC CL A
SOLEShares145.88K
TypeSH
Market value$35.97M
2.54%
Sole
145.88K
Shared
0.00
None
0.00
EQUIFAX INC
SOLEShares132.62K
TypeSH
Market value$34.02M
2.40%
Sole
132.62K
Shared
0.00
None
0.00
AMETEK INC
SOLEShares172.47K
TypeSH
Market value$32.42M
2.29%
Sole
172.47K
Shared
0.00
None
0.00
INTUIT
SOLEShares43.76K
TypeSH
Market value$29.89M
2.11%
Sole
43.76K
Shared
0.00
None
0.00
HDFC BANK LTD ADR
SOLEShares864.13K
TypeSH
Market value$29.52M
2.08%
Sole
791.04K
Shared
0.00
None
73.09K
ALCON AG
SOLEShares391.79K
TypeSH
Market value$29.15M
2.06%
Sole
340.29K
Shared
0.00
None
51.49K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 186.47K | SH | $96.58M 6.82% | 186.47K | 0.00 | 0.00 |
WR BERKLEY CORPSOLE | COM | 1.18M | SH | $90.53M 6.39% | 1.18M | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR SP ADRSOLE | SPONSORED ADR | 282.44K | SH | $78.88M 5.57% | 262.56K | 0.00 | 19.89K |
AMPHENOL CORP NEWSOLE | CL A | 606.16K | SH | $75.01M 5.30% | 606.16K | 0.00 | 0.00 |
ALPHABET INC CL CSOLE | CAP STK CL C | 301.75K | SH | $73.49M 5.19% | 301.75K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 189.18K | SH | $62.84M 4.44% | 189.18K | 0.00 | 0.00 |
VISA INC CLASS A SHARESSOLE | COM CL A | 181.49K | SH | $61.96M 4.37% | 181.49K | 0.00 | 0.00 |
BROWN & BROWN INCSOLE | COM | 633.54K | SH | $59.42M 4.19% | 633.54K | 0.00 | 0.00 |
ABBOTT LABORATORIESSOLE | COM | 442.95K | SH | $59.33M 4.19% | 442.95K | 0.00 | 0.00 |
APPLIED MATERIALS INCSOLE | COM | 278.39K | SH | $57.00M 4.02% | 278.39K | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 206.75K | SH | $50.80M 3.59% | 206.75K | 0.00 | 0.00 |
RESMED INCSOLE | COM | 175.12K | SH | $47.93M 3.38% | 175.12K | 0.00 | 0.00 |
NASDAQ INCSOLE | COM | 530.28K | SH | $46.90M 3.31% | 530.28K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 95.23K | SH | $46.19M 3.26% | 95.23K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 8.46K | SH | $45.67M 3.22% | 8.46K | 0.00 | 0.00 |
ZOETIS INCSOLE | CL A | 310.68K | SH | $45.46M 3.21% | 310.68K | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSING INCSOLE | COM | 151.67K | SH | $44.52M 3.14% | 151.67K | 0.00 | 0.00 |
ROSS STORES INCSOLE | COM | 270.31K | SH | $41.19M 2.91% | 270.31K | 0.00 | 0.00 |
STRYKER CORPSOLE | COM | 98.69K | SH | $36.48M 2.58% | 98.69K | 0.00 | 0.00 |
ACCENTURE PLC CL ASOLE | SHS CLASS A | 145.88K | SH | $35.97M 2.54% | 145.88K | 0.00 | 0.00 |
EQUIFAX INCSOLE | COM | 132.62K | SH | $34.02M 2.40% | 132.62K | 0.00 | 0.00 |
AMETEK INCSOLE | COM | 172.47K | SH | $32.42M 2.29% | 172.47K | 0.00 | 0.00 |
INTUITSOLE | COM | 43.76K | SH | $29.89M 2.11% | 43.76K | 0.00 | 0.00 |
HDFC BANK LTD ADRSOLE | SPONSORED ADR | 864.13K | SH | $29.52M 2.08% | 791.04K | 0.00 | 73.09K |
ALCON AGSOLE | ORD SHS | 391.79K | SH | $29.15M 2.06% | 340.29K | 0.00 | 51.49K |
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