Dundas Partners LLP Top Holdings and 13F Report (2025) About Dundas Partners LLPInvestment ActivityDundas Partners LLP has $1.43 billion in total holdings as of December 31, 2024.Dundas Partners LLP owns shares of 50 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 5.54% of the portfolio was purchased this quarter.About 2.94% of the portfolio was sold this quarter.This quarter, Dundas Partners LLP has purchased 51 new stocks and bought additional shares in 18 stocks.Dundas Partners LLP sold shares of 6 stocks and completely divested from 2 stocks this quarter.Largest Holdings Microsoft $78,596,262W.W. Grainger $77,630,783W. R. Berkley $65,736,101Vanguard ESG International Stock ETF $61,301,262Alphabet $57,465,080 Largest New Holdings this Quarter Vanguard ESG International Stock ETF $61,301,262 Holding Largest Purchases this Quarter Vanguard ESG International Stock ETF 1,081,151 shares (about $61.30M)Alphabet 28,224 shares (about $5.37M)Visa 14,504 shares (about $4.58M)Microsoft 6,107 shares (about $2.57M)Brown & Brown 23,906 shares (about $2.44M) Largest Sales this Quarter Taiwan Semiconductor Manufacturing 14,393 shares (about $2.84M)Alcon 21,944 shares (about $1.86M)RB Global 19,699 shares (about $1.78M)HDFC Bank 20,988 shares (about $1.34M)INTERDIGITAL INC 885 shares (about $171.44K) 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$78,596,262$2,574,101 ▲3.4%186,4685.5%Computer and TechnologyGWWW.W. Grainger$77,630,7830.0%73,6505.4%Industrial ProductsWRBW. R. Berkley$65,736,1010.0%1,123,3104.6%FinanceVSGXVanguard ESG International Stock ETF$61,301,262$61,301,262 ▲New Holding1,081,1514.3%ETFGOOGAlphabet$57,465,080$5,374,979 ▲10.3%301,7494.0%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$57,108,381$2,842,474 ▼-4.7%289,1714.0%Computer and TechnologyVVisa$55,316,165$4,583,844 ▲9.0%175,0293.9%Business ServicesAXPAmerican Express$51,770,8600.0%174,4363.6%FinanceBROBrown & Brown$51,327,384$2,438,890 ▲5.0%503,1113.6%FinanceACNAccenture$44,535,5590.0%126,5973.1%Computer and TechnologyAMATApplied Materials$43,294,0580.0%266,2123.0%Computer and TechnologyAPHAmphenol$42,877,1800.0%617,3823.0%Computer and TechnologyADIAnalog Devices$42,060,7060.0%197,9702.9%Computer and TechnologyROSTRoss Stores$41,450,5520.0%274,0172.9%Retail/WholesaleMMCMarsh & McLennan Companies$39,825,6010.0%187,4942.8%FinanceHDHome Depot$39,394,5730.0%101,2742.8%Retail/WholesaleABTAbbott Laboratories$39,028,4920.0%345,0492.7%MedicalNDAQNasdaq$38,713,6780.0%500,7592.7%FinanceTMOThermo Fisher Scientific$36,539,9150.0%70,2382.6%MedicalBKNGBooking$36,120,4130.0%7,2702.5%Retail/WholesaleFDSFactSet Research Systems$35,807,7560.0%74,5562.5%Business ServicesALCAlcon$34,241,308$1,859,907 ▼-5.2%403,9942.4%MedicalEFXEquifax$33,796,9330.0%132,6152.4%Business ServicesADPAutomatic Data Processing$32,926,8560.0%112,4822.3%Business ServicesSYKStryker$32,592,4460.0%90,5222.3%MedicalRMDResMed$32,145,1240.0%140,5622.3%MedicalAAPLApple$30,606,8330.0%122,2222.1%Computer and TechnologyZTSZoetis$29,671,6710.0%182,1132.1%MedicalDISWalt Disney$28,138,4790.0%252,7032.0%Consumer DiscretionaryAMEAMETEK$25,743,291$1,629,911 ▲6.8%142,8121.8%Computer and TechnologyNDSNNordson$24,964,6340.0%119,3111.8%Industrial ProductsHDBHDFC Bank$24,648,938$1,340,294 ▼-5.2%385,9841.7%FinanceMAMastercard$23,410,7760.0%44,4591.6%Business ServicesCOSTCostco Wholesale$21,956,5780.0%23,9631.5%Retail/WholesaleRBARB Global$8,300,635$1,777,541 ▼-17.6%91,9890.6%Business ServicesRYANRyan Specialty$657,897$130,181 ▲24.7%10,2540.0%FinanceTRUTransUnion$607,992$94,564 ▲18.4%6,5580.0%Business ServicesGGGGraco$607,562$87,746 ▲16.9%7,2080.0%Industrial ProductsMKTXMarketAxess$534,359$61,257 ▲12.9%2,3640.0%FinanceWTSWatts Water Technologies$521,871$74,408 ▲16.6%2,5670.0%Computer and TechnologyMORNMorningstar$512,549$209,802 ▲69.3%1,5220.0%Business ServicesESABESAB$495,592$81,319 ▲19.6%4,1320.0%Industrial ProductsAITApplied Industrial Technologies$488,279$73,278 ▲17.7%2,0390.0%Industrial ProductsPYPLPayPal$452,369$127,901 ▲39.4%2,2070.0%Computer and TechnologySIGISelective Insurance Group$401,575$71,169 ▲21.5%4,2940.0%FinanceBMIBadger Meter$337,059$42,424 ▲14.4%1,5890.0%Computer and TechnologyINTERDIGITAL INC$332,230$171,442 ▼-34.0%1,7150.0%COMPOWIPower Integrations$311,894$29,308 ▲10.4%5,0550.0%Computer and TechnologyLFUSLittelfuse$294,798$65,982 ▼-18.3%1,2510.0%Computer and TechnologyMKSIMKS Instruments$229,449$21,400 ▲10.3%2,1980.0%Computer and TechnologyKEYSKeysight Technologies$0$17,217,840 ▼-100.0%00.0%Computer and TechnologyEBAYeBay$0$16,654,878 ▼-100.0%00.0%Retail/WholesaleShowing 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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