13F Insight
DOSSIER · 13F-HR · Q2 2026

Dundas Partners LLP

$1.4B in tracked AUM across 31 positions as of Q2 2026.

DP
CIK 0001742418 · last filed Jun 30, 2026
Total AUM
$1.4B
as of Q2 2026
Holdings
31
—
positions
Whale Score
72
72
strong
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Dundas Partners LLP filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AMAT
APPLIED MATERIALS INC
$183M253K13.2%02
TSM
TAIWAN SEMICONDUCTOR SP ADR
$127M265K9.2%03
GOOG
ALPHABET INC CL C
$100M283K7.2%04
APH
AMPHENOL CORP NEW
$87M494K6.3%05
ADI
ANALOG DEVICES INC
$76M192K5.5%06
V
VISA INC CLASS A SHARES
$70M203K5.0%07
MSFT
MICROSOFT CORP
$64M171K4.6%08
AXP
AMERICAN EXPRESS CO
$58M171K4.2%09
ROST
ROSS STORES INC
$51M239K3.7%10
TMO
THERMO FISHER SCIENTIFIC INC
$49M97K3.5%

Filing history

2026Q2Jun 30
$1.4B▲ 10.2%
31 positionsView →2026Q1Mar 31
$1.3B▼ 11.7%
49 positionsView →2025Q4Dec 31
$1.4B▲ 0.3%
49 positionsView →2025Q3Sep 30
$1.4B▼ 1.5%
50 positionsView →2025Q2Jun 30
$1.4B▲ 5.9%
50 positionsLocked2025Q1Mar 31
$1.4B▼ 4.7%
49 positionsLocked2024Q4Dec 31
$1.4B▲ 2.6%
50 positionsLocked2024Q3Sep 30
$1.4B▲ 7.8%
51 positionsLocked2024Q2Jun 30
$1.3B▲ 1.5%
50 positionsLocked2024Q1Mar 31
$1.3B▲ 10.7%
46 positionsLocked2023Q4Dec 31
$1.1B▲ 12.8%
47 positionsLocked2023Q3Sep 30
$1.0B▼ 4.2%
50 positionsLocked
Showing 12 of 32