Dundas Partners LLP
CIK 0001742418 · EDINBURGH, X0 · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.38B
2026 Q2
Positions
31
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
62.5%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
AMAT
APPLIED MATERIALS INC
13.2%
TSM
TAIWAN SEMICONDUCTOR SP ADR
9.2%
GOOG
ALPHABET INC CL C
7.2%
APH
AMPHENOL CORP NEW
6.3%
ADI
ANALOG DEVICES INC
5.5%
V
VISA INC CLASS A SHARES
5.0%
MSFT
MICROSOFT CORP
4.6%
AXP
AMERICAN EXPRESS CO
4.2%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.