Dundas Partners LLP: 13F holdings
CIK 17424182026Q2
| Positions | 31 |
|---|
| Reported value | $1.4bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 31 (-18 vs prior quarter) |
|---|
| Reported value | $1.4bn (+10.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AMAT APPLIED MATERIALS INC | 252,561 | $182.6m | 13.2% |
| TSM TAIWAN SEMICONDUCTOR SP ADR | 265,365 | $126.7m | 9.2% |
| GOOG ALPHABET INC CL C | 282,696 | $99.9m | 7.2% |
| APH AMPHENOL CORP NEW | 494,362 | $87.2m | 6.3% |
| ADI ANALOG DEVICES INC | 191,739 | $76.2m | 5.5% |
| V VISA INC CLASS A SHARES | 203,458 | $69.8m | 5.0% |
| MSFT MICROSOFT CORP | 170,547 | $63.6m | 4.6% |
| AXP AMERICAN EXPRESS CO | 171,110 | $57.9m | 4.2% |
| ROST ROSS STORES INC | 238,768 | $50.8m | 3.7% |
| TMO THERMO FISHER SCIENTIFIC INC | 97,396 | $48.8m | 3.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1742418")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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