Dundas Partners LLP

13F filer · CIK 0001742418

Reported May 14, 2026

13F portfolio value$1.38BU.S. long equity reported on 13F

Positions48Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight53.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q1 2026Reported May 14, 202648 positions
TSMTaiwan Semiconductor Manufacturing Co Ltd	$93M	7.42%	0.00%	Not reported	Q2 2018
AMATApplied Materials Inc	$89.9M	7.17%	0.03%	Not reported	Q2 2018
GOOGAlphabet Inc.	$83.2M	6.63%	Not reported	Not reported	Q2 2018
APHAmphenol Corp	$66.7M	5.32%	0.04%	Not reported	Q4 2021
MSFTMicrosoft Corp	$66.4M	5.30%	0.00%	Not reported	Q2 2018
ADIAnalog Devices Inc	$63.2M	5.04%	0.04%	Not reported	Q2 2018
VVisa Inc.	$58.6M	4.68%	0.01%	Not reported	Q1 2020
AXPAmerican Express Co	$53.3M	4.25%	0.03%	Not reported	Q2 2018
ROSTRoss Stores, Inc.	$51.7M	4.12%	0.07%	Not reported	Q2 2018
TMOThermo Fisher Scientific Inc.	$47.9M	3.82%	0.03%	Not reported	Q2 2018
RMDResmed Inc	$45.6M	3.63%	0.14%	Not reported	Q1 2024
ABTAbbott Laboratories	$43.5M	3.47%	0.02%	Not reported	Q2 2018
NDAQNasdaq, Inc.	$43.5M	3.47%	0.09%	Not reported	Q2 2023
BROBrown & Brown, Inc.	$43M	3.43%	0.20%	Not reported	Q4 2021
BKNGBooking Holdings Inc.	$38.3M	3.06%	0.03%	Not reported	Q2 2025
ZTSZoetis Inc.	$35.4M	2.82%	0.07%	Not reported	Q2 2018
AMEAmetek Inc/	$35.1M	2.80%	0.07%	Not reported	Q4 2023
SYKStryker Corp	$31.2M	2.49%	0.02%	Not reported	Q1 2020
ADPAutomatic Data Processing Inc	$28.7M	2.29%	0.04%	Not reported	Q2 2021
MAMastercard Inc	$28M	2.24%	0.00%	Not reported	Q2 2025
WRBBerkley W R Corp	$25.9M	2.06%	0.10%	Not reported	Q1 2020
EFXEquifax Inc	$22.9M	1.82%	0.11%	Not reported	Q4 2021
ACNAccenture plc	$22.7M	1.81%	0.02%	Not reported	Q2 2018
GWWW.W. Grainger, Inc.	$21.7M	1.73%	0.04%	Not reported	Q2 2018
HDBHDFC Bank Ltd	$21.5M	1.71%	0.01%	Not reported	Q2 2018
INTUIntuit Inc.	$20.8M	1.66%	0.02%	Not reported	Q2 2025
CRMSalesforce, Inc.	$19.7M	1.57%	0.01%	New	Q1 2026
MSCIMSCI Inc.	$19.5M	1.56%	0.05%	Not reported	Q2 2025
ALCAlcon Inc	$18.5M	1.48%	0.05%	Not reported	Q2 2023
RBARB Global Inc.	$9.25M	0.74%	0.05%	Not reported	Q2 2023
NVTnVent Electric plc	$564K	0.04%	0.00%	New	Q1 2026
JKHYJack Henry & Associates Inc	$481K	0.04%	0.00%	Not reported	Q2 2025
AITApplied Industrial Technologies Inc	$473K	0.04%	0.00%	Not reported	Q2 2025
LFUSLittelfuse Inc	$455K	0.04%	0.01%	Not reported	Q2 2018
TECHBIO-TECHNE Corp	$425K	0.03%	0.01%	New	Q1 2026
CRCrane Co	$363K	0.03%	0.00%	New	Q1 2026
SFStifel Financial Corp	$346K	0.03%	0.00%	New	Q1 2026
WTSWatts Water Technologies Inc	$332K	0.03%	Not reported	Not reported	Q1 2024
ESABESAB Corp	$318K	0.03%	0.01%	Not reported	Q2 2025
EVREvercore Inc.	$270K	0.02%	Not reported	New	Q1 2026
MKTXMarketaxess Holdings Inc	$265K	0.02%	0.00%	Not reported	Q2 2025
HLNEHamilton Lane INC	$215K	0.02%	Not reported	New	Q1 2026
LMATLemaitre Vascular Inc	$210K	0.02%	0.01%	Not reported	Q2 2025
TRUTransUnion	$171K	0.01%	0.00%	Not reported	Q1 2022
RYANRyan Specialty Holdings, Inc.	$131K	0.01%	0.00%	Not reported	Q2 2025
RLIRli Corp	$123K	0.01%	0.00%	Not reported	Q2 2025
BMIBadger Meter Inc	$97.4K	0.01%	0.00%	Not reported	Q4 2021
PAYCPaycom Software, Inc.	$96.7K	0.01%	0.00%	Not reported	Q2 2025
Q2 2025Reported Aug 12, 202549 positions
MSFTMicrosoft Corp	$92.8M	6.45%	0.00%	Not reported	Q2 2018
WRBBerkley W R Corp	$82.5M	5.74%	0.30%	Not reported	Q1 2020
GWWW.W. Grainger, Inc.	$76.6M	5.33%	0.15%	Not reported	Q2 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$64M	4.45%	0.00%	Not reported	Q2 2018
VVisa Inc.	$62.1M	4.32%	0.01%	Not reported	Q1 2020
APHAmphenol Corp	$61M	4.24%	0.05%	Not reported	Q4 2021
BROBrown & Brown, Inc.	$55.8M	3.88%	0.15%	Not reported	Q4 2021
AXPAmerican Express Co	$55.6M	3.87%	0.03%	Not reported	Q2 2018
GOOGAlphabet Inc.	$53.5M	3.72%	Not reported	Not reported	Q2 2018
ABTAbbott Laboratories	$50.6M	3.51%	0.02%	Not reported	Q2 2018
AITApplied Industrial Technologies Inc	$48.7M	3.39%	0.70%	New	Q2 2025
ADIAnalog Devices Inc	$47.1M	3.28%	0.04%	Not reported	Q2 2018
NDAQNasdaq, Inc.	$44.8M	3.11%	0.09%	Not reported	Q2 2023
BKNGBooking Holdings Inc.	$42.1M	2.93%	0.02%	New	Q2 2025
MRSHMarsh & Mclennan Companies, Inc.	$41M	2.85%	0.04%	Not reported	Q2 2018
RMDResmed Inc	$39.3M	2.73%	0.10%	Not reported	Q1 2024
ACNAccenture plc	$37.8M	2.63%	0.02%	Not reported	Q2 2018
TMOThermo Fisher Scientific Inc.	$37.8M	2.63%	0.02%	Not reported	Q2 2018
SYKStryker Corp	$35.8M	2.49%	0.02%	Not reported	Q1 2020
ROSTRoss Stores, Inc.	$35.6M	2.48%	0.09%	Not reported	Q2 2018
AMATApplied Materials Inc	$34.7M	2.41%	0.01%	Not reported	Q2 2018
ALCAlcon Inc	$34.7M	2.41%	0.08%	Not reported	Q2 2023
EFXEquifax Inc	$34.4M	2.39%	0.11%	Not reported	Q4 2021
HDBHDFC Bank Ltd	$34M	2.36%	0.01%	Not reported	Q2 2018
FDSFactset Research Systems Inc	$32.3M	2.24%	0.19%	Not reported	Q2 2021
AMEAmetek Inc/	$31.2M	2.17%	0.07%	Not reported	Q4 2023
ZTSZoetis Inc.	$30.8M	2.14%	0.04%	Not reported	Q2 2018
INTUIntuit Inc.	$29.1M	2.02%	0.01%	New	Q2 2025
HDHome Depot, Inc.	$25.9M	1.80%	0.01%	Not reported	Q2 2018
MAMastercard Inc	$25M	1.74%	0.00%	New	Q2 2025
COSTCostco Wholesale Corp	$23.7M	1.65%	0.01%	Not reported	Q2 2018
MSCIMSCI Inc.	$21.8M	1.51%	0.05%	New	Q2 2025
RBARB Global Inc.	$10.1M	0.70%	0.05%	Not reported	Q2 2023
RYANRyan Specialty Holdings, Inc.	$693K	0.05%	0.01%	New	Q2 2025
PAYCPaycom Software, Inc.	$598K	0.04%	0.00%	New	Q2 2025
WTSWatts Water Technologies Inc	$558K	0.04%	Not reported	Not reported	Q1 2024
JKHYJack Henry & Associates Inc	$522K	0.04%	0.00%	New	Q2 2025
MKTXMarketaxess Holdings Inc	$500K	0.03%	0.01%	New	Q2 2025
ESABESAB Corp	$468K	0.03%	0.01%	New	Q2 2025
AAPLApple Inc.	$444K	0.03%	0.00%	Not reported	Q2 2018
BMIBadger Meter Inc	$434K	0.03%	0.03%	Not reported	Q4 2021
RLIRli Corp	$347K	0.02%	0.01%	New	Q2 2025
TRUTransUnion	$304K	0.02%	0.00%	Not reported	Q1 2022
MORNMorningstar, Inc.	$281K	0.02%	0.00%	Not reported	Q4 2021
SIGISelective Insurance Group Inc	$237K	0.02%	0.00%	Not reported	Q2 2023
LMATLemaitre Vascular Inc	$221K	0.02%	0.01%	New	Q2 2025
ADPAutomatic Data Processing Inc	$189K	0.01%	0.00%	Not reported	Q2 2021
LFUSLittelfuse Inc	$164K	0.01%	0.00%	Not reported	Q2 2018
GGGGraco Inc	$158K	0.01%	0.00%	Not reported	Q4 2021
Q1 2024Reported May 14, 202446 positions
MSFTMicrosoft Corp	$74.8M	5.89%	0.00%	Not reported	Q2 2018
GWWW.W. Grainger, Inc.	$74M	5.82%	0.15%	Not reported	Q2 2018
WRBBerkley W R Corp	$54.1M	4.26%	0.24%	+7.1%	Q1 2020
AMATApplied Materials Inc	$48.9M	3.85%	0.03%	Not reported	Q2 2018
APHAmphenol Corp	$45.9M	3.61%	0.07%	Not reported	Q4 2021
ROSTRoss Stores, Inc.	$43.9M	3.45%	0.09%	-2.8%	Q2 2018
ACNAccenture plc	$42.8M	3.37%	0.02%	Not reported	Q2 2018
GOOGAlphabet Inc.	$42.3M	3.33%	Not reported	-1.9%	Q2 2018
BROBrown & Brown, Inc.	$41.6M	3.27%	0.17%	+6.7%	Q4 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$41M	3.23%	0.00%	Not reported	Q2 2018
TMOThermo Fisher Scientific Inc.	$40.4M	3.18%	0.02%	+11.1%	Q2 2018
VVisa Inc.	$39.8M	3.14%	0.01%	+6.3%	Q1 2020
ADIAnalog Devices Inc	$38.8M	3.05%	0.04%	Not reported	Q2 2018
HDHome Depot, Inc.	$38.2M	3.01%	0.01%	Not reported	Q2 2018
AXPAmerican Express Co	$37.8M	2.98%	0.02%	Not reported	Q2 2018
MRSHMarsh & Mclennan Companies, Inc.	$36.9M	2.90%	0.04%	Not reported	Q2 2018
ABTAbbott Laboratories	$36.8M	2.89%	0.02%	Not reported	Q2 2018
EFXEquifax Inc	$35.2M	2.77%	0.11%	Not reported	Q4 2021
ALCAlcon Inc	$35M	2.76%	0.09%	Not reported	Q2 2023
FDSFactset Research Systems Inc	$33.6M	2.64%	0.19%	Not reported	Q2 2021
NDSNNordson Corp	$32.4M	2.55%	0.21%	Not reported	Q4 2021
SYKStryker Corp	$32.1M	2.53%	0.02%	Not reported	Q1 2020
NDAQNasdaq, Inc.	$31.3M	2.46%	0.09%	Not reported	Q2 2023
DISWalt Disney Co	$30.6M	2.41%	0.01%	Not reported	Q2 2018
EBAYEbay Inc	$27.6M	2.18%	0.10%	-2.9%	Q2 2021
ADPAutomatic Data Processing Inc	$27.4M	2.16%	0.03%	Not reported	Q2 2021
LFUSLittelfuse Inc	$27.3M	2.15%	0.45%	-2.6%	Q2 2018
AAPLApple Inc.	$24.6M	1.94%	0.00%	Not reported	Q2 2018
KEYSKeysight Technologies, Inc.	$22.4M	1.77%	0.08%	-4.0%	Q4 2020
ZTSZoetis Inc.	$21.9M	1.72%	0.03%	Not reported	Q2 2018
RMDResmed Inc	$21.6M	1.70%	0.07%	New	Q1 2024
COSTCostco Wholesale Corp	$20.8M	1.64%	0.01%	-54.3%	Q2 2018
AMEAmetek Inc/	$19.9M	1.56%	0.05%	Not reported	Q4 2023
HDBHDFC Bank Ltd	$19.2M	1.51%	0.00%	+25.1%	Q2 2018
PYPLPayPal Holdings, Inc.	$18.3M	1.44%	0.03%	Not reported	Q2 2018
RBARB Global Inc.	$8.49M	0.67%	0.06%	+0.9%	Q2 2023
GGGGraco Inc	$430K	0.03%	0.00%	+21.6%	Q4 2021
WTSWatts Water Technologies Inc	$349K	0.03%	Not reported	New	Q1 2024
SIGISelective Insurance Group Inc	$282K	0.02%	0.00%	+23.3%	Q2 2023
TRUTransUnion	$280K	0.02%	0.00%	+24.4%	Q1 2022
JBTMJBT MAREL Corp	$274K	0.02%	0.01%	+21.0%	Q4 2021
NSPInsperity, Inc.	$268K	0.02%	0.01%	+26.6%	Q4 2021
MORNMorningstar, Inc.	$225K	0.02%	0.00%	+21.9%	Q4 2021
MKSIMKS Inc	$218K	0.02%	0.00%	+25.8%	Q4 2021
POWIPower Integrations Inc	$216K	0.02%	0.01%	+27.1%	Q2 2022
BMIBadger Meter Inc	$185K	0.01%	0.00%	+27.3%	Q4 2021
Q4 2023Reported Feb 8, 202447 positions
MSFTMicrosoft Corp	$66.9M	5.83%	0.00%	+0.6%	Q2 2018
GWWW.W. Grainger, Inc.	$60.2M	5.25%	0.15%	+0.7%	Q2 2018
ACNAccenture plc	$43.4M	3.78%	0.02%	+1.2%	Q2 2018
ROSTRoss Stores, Inc.	$42.6M	3.71%	0.09%	Not reported	Q2 2018
COSTCostco Wholesale Corp	$41M	3.58%	0.01%	Not reported	Q2 2018
WRBBerkley W R Corp	$40.4M	3.52%	0.15%	+1.1%	Q1 2020
GOOGAlphabet Inc.	$39.9M	3.48%	Not reported	Not reported	Q2 2018
APHAmphenol Corp	$39.4M	3.44%	0.03%	Not reported	Q4 2021
ADIAnalog Devices Inc	$39M	3.40%	0.04%	Not reported	Q2 2018
AMATApplied Materials Inc	$38.4M	3.35%	0.03%	+1.3%	Q2 2018
ABTAbbott Laboratories	$35.6M	3.10%	0.02%	Not reported	Q2 2018
FDSFactset Research Systems Inc	$35.2M	3.07%	0.19%	Not reported	Q2 2021
VVisa Inc.	$35M	3.05%	0.01%	+1.3%	Q1 2020
HDHome Depot, Inc.	$34.5M	3.01%	0.01%	Not reported	Q2 2018
MRSHMarsh & Mclennan Companies, Inc.	$33.9M	2.96%	0.04%	Not reported	Q2 2018
TMOThermo Fisher Scientific Inc.	$33.3M	2.90%	0.02%	+1.4%	Q2 2018
ALCAlcon Inc	$33M	2.87%	0.09%	+5.3%	Q2 2023
EFXEquifax Inc	$32.5M	2.83%	0.11%	Not reported	Q4 2021
BROBrown & Brown, Inc.	$31.6M	2.76%	0.16%	+1.6%	Q4 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$31.3M	2.73%	0.00%	+3.8%	Q2 2018
NDSNNordson Corp	$31.2M	2.72%	0.21%	Not reported	Q4 2021
AXPAmerican Express Co	$31.1M	2.71%	0.02%	Not reported	Q2 2018
LFUSLittelfuse Inc	$30.9M	2.69%	0.46%	Not reported	Q2 2018
NDAQNasdaq, Inc.	$28.8M	2.51%	0.09%	Not reported	Q2 2023
AAPLApple Inc.	$27.6M	2.41%	0.00%	Not reported	Q2 2018
SYKStryker Corp	$26.8M	2.34%	0.02%	Not reported	Q1 2020
ADPAutomatic Data Processing Inc	$25.6M	2.23%	0.03%	Not reported	Q2 2021
ZTSZoetis Inc.	$25.5M	2.23%	0.03%	Not reported	Q2 2018
KEYSKeysight Technologies, Inc.	$23.8M	2.07%	0.09%	Not reported	Q4 2020
EBAYEbay Inc	$23.5M	2.05%	0.10%	Not reported	Q2 2021
DISWalt Disney Co	$22.6M	1.97%	0.01%	Not reported	Q2 2018
HDBHDFC Bank Ltd	$18.4M	1.60%	0.00%	+5.6%	Q2 2018
AMEAmetek Inc/	$17.9M	1.56%	0.05%	New	Q4 2023
PYPLPayPal Holdings, Inc.	$16.7M	1.46%	0.03%	Not reported	Q2 2018
RBARB Global Inc.	$7.39M	0.64%	0.06%	+4.5%	Q2 2023
GGGGraco Inc	$328K	0.03%	0.00%	Not reported	Q4 2021
NSPInsperity, Inc.	$227K	0.02%	0.01%	Not reported	Q4 2021
JBTMJBT MAREL Corp	$215K	0.02%	0.01%	Not reported	Q4 2021
SIGISelective Insurance Group Inc	$209K	0.02%	0.00%	Not reported	Q2 2023
POWIPower Integrations Inc	$195K	0.02%	0.00%	Not reported	Q2 2022
TRUTransUnion	$194K	0.02%	0.00%	Not reported	Q1 2022
MORNMorningstar, Inc.	$171K	0.01%	0.00%	Not reported	Q4 2021
GMEDGlobus Medical Inc	$145K	0.01%	0.00%	Not reported	Q4 2021
BMIBadger Meter Inc	$139K	0.01%	0.00%	Not reported	Q4 2021
MKSIMKS Inc	$134K	0.01%	0.00%	-34.5%	Q4 2021
FAFFirst American Financial Corp	$103K	0.01%	0.00%	-23.8%	Q4 2021
FOXFFox Factory Holding Corp	$74K	0.01%	0.00%	Not reported	Q4 2021

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