Filed: 2/12/2026ACC: 0001742418-26-000002
📋 What this filing means
DUNDAS PARTNERS LLP filed this quarterly 13F‑HR report disclosing 49 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.
49
Positions
$1.42B
Total AUM (reported)
7.94M
Total Shares
Allocation by class
COM$957.66M67.4%
CL A$144.09M10.1%
SPONSORED ADR$118.04M8.3%
CAP STK CL C$92.68M6.5%
COM CL A$62.69M4.4%
SHS CLASS A$23.38M1.6%
ORD SHS$20.16M1.4%
Portfolio Concentration
Top 3$266.67M18.8%
4–10$464.07M32.7%
11–25$587.55M41.4%
Rest$101.81M7.2%
Top 3 weight
18.8%
Top 10 weight
51.5%
Voting Authority Distribution
Total shares with voting rights: 7.94M
Sole
Full voting authority
7.72M
shares
% of voting shares97.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
220.08K
shares
% of voting shares2.8%
Investment Discretion (by position count)
Sole49
Shared0
Other0
Dominant voting typeSole · 97.2% of voting shares
Institutional Holdings49
Rows:
ALPHABET INC CL C
SOLEShares295.34K
TypeSH
Market value$92.68M
6.53%
Sole
295.34K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares182.46K
TypeSH
Market value$88.24M
6.21%
Sole
182.46K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR SP ADR
SOLEShares282.16K
TypeSH
Market value$85.75M
6.04%
Sole
258.38K
Shared
0.00
None
23.78K
WR BERKLEY CORP
SOLEShares1.16M
TypeSH
Market value$81.44M
5.73%
Sole
1.16M
Shared
0.00
None
0.00
AMPHENOL CORP NEW
SOLEShares532.80K
TypeSH
Market value$72.00M
5.07%
Sole
532.80K
Shared
0.00
None
0.00
APPLIED MATERIALS INC
SOLEShares274.13K
TypeSH
Market value$70.45M
4.96%
Sole
274.13K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares177.65K
TypeSH
Market value$65.72M
4.63%
Sole
177.65K
Shared
0.00
None
0.00
VISA INC CLASS A SHARES
SOLEShares178.74K
TypeSH
Market value$62.69M
4.41%
Sole
178.74K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares98.41K
TypeSH
Market value$57.02M
4.02%
Sole
98.41K
Shared
0.00
None
0.00
ANALOG DEVICES INC
SOLEShares201.88K
TypeSH
Market value$54.75M
3.86%
Sole
201.88K
Shared
0.00
None
0.00
ABBOTT LABORATORIES
SOLEShares428.31K
TypeSH
Market value$53.66M
3.78%
Sole
428.31K
Shared
0.00
None
0.00
BROWN & BROWN INC
SOLEShares666.80K
TypeSH
Market value$53.14M
3.74%
Sole
666.80K
Shared
0.00
None
0.00
NASDAQ INC
SOLEShares521.73K
TypeSH
Market value$50.68M
3.57%
Sole
521.73K
Shared
0.00
None
0.00
RESMED INC
SOLEShares204.96K
TypeSH
Market value$49.37M
3.48%
Sole
204.96K
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares8.30K
TypeSH
Market value$44.48M
3.13%
Sole
8.30K
Shared
0.00
None
0.00
ROSS STORES INC
SOLEShares245.23K
TypeSH
Market value$44.18M
3.11%
Sole
245.23K
Shared
0.00
None
0.00
ZOETIS INC
SOLEShares305.39K
TypeSH
Market value$38.42M
2.71%
Sole
305.39K
Shared
0.00
None
0.00
AUTOMATIC DATA PROCESSING INC
SOLEShares142.53K
TypeSH
Market value$36.66M
2.58%
Sole
142.53K
Shared
0.00
None
0.00
AMETEK INC
SOLEShares170.09K
TypeSH
Market value$34.92M
2.46%
Sole
170.09K
Shared
0.00
None
0.00
STRYKER CORP
SOLEShares97.01K
TypeSH
Market value$34.10M
2.40%
Sole
97.01K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares56.62K
TypeSH
Market value$32.32M
2.28%
Sole
56.62K
Shared
0.00
None
0.00
HDFC BANK LTD ADR
SOLEShares883.74K
TypeSH
Market value$32.29M
2.27%
Sole
779.35K
Shared
0.00
None
104.39K
INTUIT
SOLEShares48.55K
TypeSH
Market value$32.16M
2.26%
Sole
48.55K
Shared
0.00
None
0.00
EQUIFAX INC
SOLEShares128.05K
TypeSH
Market value$27.78M
1.96%
Sole
128.05K
Shared
0.00
None
0.00
ACCENTURE PLC CL A
SOLEShares87.15K
TypeSH
Market value$23.38M
1.65%
Sole
87.15K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INC CL CSOLE | CAP STK CL C | 295.34K | SH | $92.68M 6.53% | 295.34K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 182.46K | SH | $88.24M 6.21% | 182.46K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR SP ADRSOLE | SPONSORED ADR | 282.16K | SH | $85.75M 6.04% | 258.38K | 0.00 | 23.78K |
WR BERKLEY CORPSOLE | COM | 1.16M | SH | $81.44M 5.73% | 1.16M | 0.00 | 0.00 |
AMPHENOL CORP NEWSOLE | CL A | 532.80K | SH | $72.00M 5.07% | 532.80K | 0.00 | 0.00 |
APPLIED MATERIALS INCSOLE | COM | 274.13K | SH | $70.45M 4.96% | 274.13K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 177.65K | SH | $65.72M 4.63% | 177.65K | 0.00 | 0.00 |
VISA INC CLASS A SHARESSOLE | COM CL A | 178.74K | SH | $62.69M 4.41% | 178.74K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 98.41K | SH | $57.02M 4.02% | 98.41K | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 201.88K | SH | $54.75M 3.86% | 201.88K | 0.00 | 0.00 |
ABBOTT LABORATORIESSOLE | COM | 428.31K | SH | $53.66M 3.78% | 428.31K | 0.00 | 0.00 |
BROWN & BROWN INCSOLE | COM | 666.80K | SH | $53.14M 3.74% | 666.80K | 0.00 | 0.00 |
NASDAQ INCSOLE | COM | 521.73K | SH | $50.68M 3.57% | 521.73K | 0.00 | 0.00 |
RESMED INCSOLE | COM | 204.96K | SH | $49.37M 3.48% | 204.96K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 8.30K | SH | $44.48M 3.13% | 8.30K | 0.00 | 0.00 |
ROSS STORES INCSOLE | COM | 245.23K | SH | $44.18M 3.11% | 245.23K | 0.00 | 0.00 |
ZOETIS INCSOLE | CL A | 305.39K | SH | $38.42M 2.71% | 305.39K | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSING INCSOLE | COM | 142.53K | SH | $36.66M 2.58% | 142.53K | 0.00 | 0.00 |
AMETEK INCSOLE | COM | 170.09K | SH | $34.92M 2.46% | 170.09K | 0.00 | 0.00 |
STRYKER CORPSOLE | COM | 97.01K | SH | $34.10M 2.40% | 97.01K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 56.62K | SH | $32.32M 2.28% | 56.62K | 0.00 | 0.00 |
HDFC BANK LTD ADRSOLE | SPONSORED ADR | 883.74K | SH | $32.29M 2.27% | 779.35K | 0.00 | 104.39K |
INTUITSOLE | COM | 48.55K | SH | $32.16M 2.26% | 48.55K | 0.00 | 0.00 |
EQUIFAX INCSOLE | COM | 128.05K | SH | $27.78M 1.96% | 128.05K | 0.00 | 0.00 |
ACCENTURE PLC CL ASOLE | SHS CLASS A | 87.15K | SH | $23.38M 1.65% | 87.15K | 0.00 | 0.00 |
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