Dundas Partners LLP Top Holdings and 13F Report (2025) About Dundas Partners LLPInvestment ActivityDundas Partners LLP has $1.44 billion in total holdings as of June 30, 2025.Dundas Partners LLP owns shares of 50 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 4.89% of the portfolio was purchased this quarter.About 9.28% of the portfolio was sold this quarter.This quarter, Dundas Partners LLP has purchased 49 new stocks and bought additional shares in 8 stocks.Dundas Partners LLP sold shares of 17 stocks and completely divested from 2 stocks this quarter.Largest Holdings Microsoft $92,751,048W.R. Berkley $82,529,586W.W. Grainger $76,613,676Taiwan Semiconductor Manufacturing $63,970,968Visa $62,144,046 Largest New Holdings this Quarter 426281101 - Jack Henry & Associates $522,493 Holding749607107 - RLI $346,656 Holding525558201 - LeMaitre Vascular $220,913 Holding Largest Purchases this Quarter Applied Industrial Technologies 264,173 shares (about $48.36M)Thermo Fisher Scientific 18,041 shares (about $7.31M)AMETEK 29,660 shares (about $5.37M)HDFC Bank 49,849 shares (about $3.82M)Abbott Laboratories 26,666 shares (about $3.63M) Largest Sales this Quarter Applied Materials 153,730 shares (about $47.41M)Apple 120,310 shares (about $27.97M)Automatic Data Processing 111,709 shares (about $27.36M)Taiwan Semiconductor Manufacturing 6,726 shares (about $1.52M)Alcon 14,689 shares (about $1.30M) Sector Allocation Over TimeMap of 500 Largest Holdings ofDundas Partners LLP Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$92,751,0480.0%186,4686.4%Computer and TechnologyWRBW.R. Berkley$82,529,5860.0%1,123,3105.7%FinanceGWWW.W. Grainger$76,613,6760.0%73,6505.3%IndustrialsTSMTaiwan Semiconductor Manufacturing$63,970,968$1,523,372 ▼-2.3%282,4454.4%Computer and TechnologyVVisa$62,144,0460.0%175,0294.3%Business ServicesAPHAmphenol$60,966,4730.0%617,3824.2%Computer and TechnologyBROBrown & Brown$55,779,9170.0%503,1113.9%FinanceAXPAmerican Express$55,641,5950.0%174,4363.9%FinanceGOOGAlphabet$53,527,2550.0%301,7493.7%Computer and TechnologyABTAbbott Laboratories$50,556,957$3,626,843 ▲7.7%371,7153.5%MedicalAITApplied Industrial Technologies$48,735,431$48,362,151 ▲12,956.0%266,2123.4%IndustrialsADIAnalog Devices$47,120,8190.0%197,9703.3%Computer and TechnologyNDAQNasdaq$44,777,8700.0%500,7593.1%FinanceBKNGBooking$42,087,7750.0%7,2702.9%Retail/WholesaleMMCMarsh & McLennan Companies$40,993,6880.0%187,4942.8%FinanceRMDResMed$39,263,4720.0%152,1842.7%MedicalACNAccenture$37,838,5770.0%126,5972.6%Computer and TechnologyTMOThermo Fisher Scientific$37,786,034$7,314,904 ▲24.0%93,1932.6%MedicalSYKStryker$35,813,2190.0%90,5222.5%MedicalROSTRoss Stores$35,613,3190.0%279,1452.5%Retail/WholesaleAMATApplied Materials$34,689,449$47,410,332 ▼-57.7%112,4822.4%Computer and TechnologyALCAlcon$34,682,695$1,300,338 ▼-3.6%391,7862.4%MedicalEFXEquifax$34,396,3530.0%132,6152.4%Business ServicesHDBHDFC Bank$33,995,861$3,821,923 ▲12.7%443,4052.4%FinanceFDSFactSet Research Systems$32,281,987$1,065,421 ▼-3.2%72,1742.2%Business ServicesAMEAMETEK$31,210,533$5,367,274 ▲20.8%172,4722.2%Computer and TechnologyZTSZoetis$30,838,6450.0%197,7472.1%MedicalINTUIntuit$29,054,0950.0%36,8882.0%Computer and TechnologyHDHome Depot$25,863,886$1,188,647 ▼-4.4%70,5431.8%Retail/WholesaleMAMastercard$24,983,2900.0%44,4591.7%Business ServicesCOSTCostco Wholesale$23,721,9320.0%23,9631.6%Retail/WholesaleMSCIMSCI$21,790,3910.0%37,7821.5%FinanceRBARB Global$10,114,786$339,519 ▲3.5%95,1840.7%Business ServicesRYANRyan Specialty$693,498$47,389 ▼-6.4%10,2000.0%FinancePAYCPaycom Software$597,706$29,388 ▲5.2%2,5830.0%Computer and TechnologyWTSWatts Water Technologies$558,170$73,029 ▼-11.6%2,2700.0%Computer and TechnologyJKHYJack Henry & Associates$522,493$522,493 ▲New Holding2,9000.0%Computer and TechnologyMKTXMarketAxess$500,058$73,255 ▼-12.8%2,2390.0%FinanceESABESAB$468,216$29,896 ▼-6.0%3,8840.0%IndustrialsAAPLApple$444,444$27,966,034 ▼-98.4%1,9120.0%Computer and TechnologyBMIBadger Meter$434,444$352,690 ▲431.4%8,4440.0%Computer and TechnologyINTERDIGITAL INC$370,876$13,678 ▼-3.6%1,6540.0%COMRLIRLI$346,656$346,656 ▲New Holding4,8000.0%FinanceTRUTransUnion$303,776$313,720 ▼-50.8%3,4520.0%Business ServicesMORNMorningstar$280,967$196,834 ▼-41.2%8950.0%Business ServicesSIGISelective Insurance Group$236,901$135,174 ▼-36.3%2,7340.0%FinanceLMATLeMaitre Vascular$220,913$220,913 ▲New Holding2,6600.0%MedicalADPAutomatic Data Processing$189,346$27,363,069 ▼-99.3%7730.0%Computer and TechnologyLFUSLittelfuse$164,153$73,687 ▼-31.0%7240.0%Computer and TechnologyGGGGraco$158,357$461,316 ▼-74.4%1,8420.0%IndustrialsNDSNNordson$0$24,067,415 ▼-100.0%00.0%IndustrialsPOWIPower Integrations$0$212,656 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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