Filed: 5/14/2026ACC: 0001742418-26-000003
📋 What this filing means
DUNDAS PARTNERS LLP filed this quarterly 13F‑HR report disclosing 49 equity positions with a total reported market value of $1.25B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
49
Positions
$1.25B
Total AUM (reported)
7.10M
Total Shares
Allocation by class
COM$824.67M65.8%
CL A$130.79M10.4%
SPONSORED ADR$114.49M9.1%
CAP STK CL C$83.16M6.6%
COM CL A$58.63M4.7%
SHS CLASS A$22.69M1.8%
ORD SHS$18.51M1.5%
Portfolio Concentration
Top 3$266.04M21.2%
4–10$407.87M32.5%
11–25$487.04M38.8%
Rest$93.20M7.4%
Top 3 weight
21.2%
Top 10 weight
53.7%
Voting Authority Distribution
Total shares with voting rights: 7.10M
Sole
Full voting authority
6.88M
shares
% of voting shares96.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
217.76K
shares
% of voting shares3.1%
Investment Discretion (by position count)
Sole49
Shared0
Other0
Dominant voting typeSole · 96.9% of voting shares
Institutional Holdings49
Rows:
TAIWAN SEMICONDUCTOR SP ADR
SOLEShares275.19K
TypeSH
Market value$93.00M
7.42%
Sole
253.72K
Shared
0.00
None
21.47K
APPLIED MATERIALS INC
SOLEShares262.95K
TypeSH
Market value$89.87M
7.17%
Sole
262.95K
Shared
0.00
None
0.00
ALPHABET INC CL C
SOLEShares289.90K
TypeSH
Market value$83.16M
6.63%
Sole
289.90K
Shared
0.00
None
0.00
AMPHENOL CORP NEW
SOLEShares527.89K
TypeSH
Market value$66.70M
5.32%
Sole
527.89K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares179.47K
TypeSH
Market value$66.43M
5.30%
Sole
179.47K
Shared
0.00
None
0.00
ANALOG DEVICES INC
SOLEShares198.65K
TypeSH
Market value$63.20M
5.04%
Sole
198.65K
Shared
0.00
None
0.00
VISA INC CLASS A SHARES
SOLEShares194K
TypeSH
Market value$58.63M
4.68%
Sole
194K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares176.22K
TypeSH
Market value$53.30M
4.25%
Sole
176.22K
Shared
0.00
None
0.00
ROSS STORES INC
SOLEShares238.77K
TypeSH
Market value$51.72M
4.12%
Sole
238.77K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares97.40K
TypeSH
Market value$47.87M
3.82%
Sole
97.40K
Shared
0.00
None
0.00
RESMED INC
SOLEShares203.02K
TypeSH
Market value$45.57M
3.63%
Sole
203.02K
Shared
0.00
None
0.00
ABBOTT LABORATORIES
SOLEShares423.93K
TypeSH
Market value$43.53M
3.47%
Sole
423.93K
Shared
0.00
None
0.00
NASDAQ INC
SOLEShares512.02K
TypeSH
Market value$43.47M
3.47%
Sole
512.02K
Shared
0.00
None
0.00
BROWN & BROWN INC
SOLEShares659.99K
TypeSH
Market value$43.04M
3.43%
Sole
659.99K
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares9.11K
TypeSH
Market value$38.33M
3.06%
Sole
9.11K
Shared
0.00
None
0.00
ZOETIS INC
SOLEShares299.27K
TypeSH
Market value$35.38M
2.82%
Sole
299.27K
Shared
0.00
None
0.00
AMETEK INC
SOLEShares163.88K
TypeSH
Market value$35.13M
2.80%
Sole
163.88K
Shared
0.00
None
0.00
STRYKER CORP
SOLEShares95.03K
TypeSH
Market value$31.23M
2.49%
Sole
95.03K
Shared
0.00
None
0.00
AUTOMATIC DATA PROCESSING INC
SOLEShares141.28K
TypeSH
Market value$28.71M
2.29%
Sole
141.28K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares56.11K
TypeSH
Market value$28.03M
2.24%
Sole
56.11K
Shared
0.00
None
0.00
WR BERKLEY CORP
SOLEShares390.57K
TypeSH
Market value$25.89M
2.06%
Sole
390.57K
Shared
0.00
None
0.00
EQUIFAX INC
SOLEShares126.94K
TypeSH
Market value$22.86M
1.82%
Sole
126.94K
Shared
0.00
None
0.00
ACCENTURE PLC CL A
SOLEShares114.45K
TypeSH
Market value$22.69M
1.81%
Sole
114.45K
Shared
0.00
None
0.00
WW GRAINGER INC
SOLEShares19.90K
TypeSH
Market value$21.71M
1.73%
Sole
19.90K
Shared
0.00
None
0.00
HDFC BANK LTD ADR
SOLEShares863.54K
TypeSH
Market value$21.48M
1.71%
Sole
759.15K
Shared
0.00
None
104.39K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR SP ADRSOLE | SPONSORED ADR | 275.19K | SH | $93.00M 7.42% | 253.72K | 0.00 | 21.47K |
APPLIED MATERIALS INCSOLE | COM | 262.95K | SH | $89.87M 7.17% | 262.95K | 0.00 | 0.00 |
ALPHABET INC CL CSOLE | CAP STK CL C | 289.90K | SH | $83.16M 6.63% | 289.90K | 0.00 | 0.00 |
AMPHENOL CORP NEWSOLE | CL A | 527.89K | SH | $66.70M 5.32% | 527.89K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 179.47K | SH | $66.43M 5.30% | 179.47K | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 198.65K | SH | $63.20M 5.04% | 198.65K | 0.00 | 0.00 |
VISA INC CLASS A SHARESSOLE | COM CL A | 194K | SH | $58.63M 4.68% | 194K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 176.22K | SH | $53.30M 4.25% | 176.22K | 0.00 | 0.00 |
ROSS STORES INCSOLE | COM | 238.77K | SH | $51.72M 4.12% | 238.77K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 97.40K | SH | $47.87M 3.82% | 97.40K | 0.00 | 0.00 |
RESMED INCSOLE | COM | 203.02K | SH | $45.57M 3.63% | 203.02K | 0.00 | 0.00 |
ABBOTT LABORATORIESSOLE | COM | 423.93K | SH | $43.53M 3.47% | 423.93K | 0.00 | 0.00 |
NASDAQ INCSOLE | COM | 512.02K | SH | $43.47M 3.47% | 512.02K | 0.00 | 0.00 |
BROWN & BROWN INCSOLE | COM | 659.99K | SH | $43.04M 3.43% | 659.99K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 9.11K | SH | $38.33M 3.06% | 9.11K | 0.00 | 0.00 |
ZOETIS INCSOLE | CL A | 299.27K | SH | $35.38M 2.82% | 299.27K | 0.00 | 0.00 |
AMETEK INCSOLE | COM | 163.88K | SH | $35.13M 2.80% | 163.88K | 0.00 | 0.00 |
STRYKER CORPSOLE | COM | 95.03K | SH | $31.23M 2.49% | 95.03K | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSING INCSOLE | COM | 141.28K | SH | $28.71M 2.29% | 141.28K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 56.11K | SH | $28.03M 2.24% | 56.11K | 0.00 | 0.00 |
WR BERKLEY CORPSOLE | COM | 390.57K | SH | $25.89M 2.06% | 390.57K | 0.00 | 0.00 |
EQUIFAX INCSOLE | COM | 126.94K | SH | $22.86M 1.82% | 126.94K | 0.00 | 0.00 |
ACCENTURE PLC CL ASOLE | SHS CLASS A | 114.45K | SH | $22.69M 1.81% | 114.45K | 0.00 | 0.00 |
WW GRAINGER INCSOLE | COM | 19.90K | SH | $21.71M 1.73% | 19.90K | 0.00 | 0.00 |
HDFC BANK LTD ADRSOLE | SPONSORED ADR | 863.54K | SH | $21.48M 1.71% | 759.15K | 0.00 | 104.39K |
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