Dundas Partners LLP Top Holdings and 13F Report (2024) About Dundas Partners LLPInvestment ActivityDundas Partners LLP has $1.39 billion in total holdings as of September 30, 2024.Dundas Partners LLP owns shares of 51 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 7.69% of the portfolio was purchased this quarter.About 8.35% of the portfolio was sold this quarter.This quarter, Dundas Partners LLP has purchased 50 new stocks and bought additional shares in 9 stocks.Dundas Partners LLP sold shares of 18 stocks and completely divested from 0 stocks this quarter.Largest Holdings Microsoft $77,609,338W.W. Grainger $76,508,357W. R. Berkley $63,725,376Applied Materials $53,788,135Taiwan Semiconductor Manufacturing $52,719,960 Largest New Holdings this Quarter INTERDIGITAL INC $368,238 Holding Largest Purchases this Quarter Applied Materials 264,064 shares (about $53.35M)W. R. Berkley 440,766 shares (about $25.00M)Zoetis 41,131 shares (about $8.04M)Booking 1,332 shares (about $5.61M)Alphabet 32,952 shares (about $5.51M) Largest Sales this Quarter Applied Industrial Technologies 239,531 shares (about $53.45M)PayPal 270,931 shares (about $45.13M)eBay 134,615 shares (about $8.76M)Costco Wholesale 4,437 shares (about $3.93M)Keysight Technologies 21,932 shares (about $3.49M) 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$77,609,3380.0%180,3615.6%Computer and TechnologyGWWW.W. Grainger$76,508,3570.0%73,6505.5%Industrial ProductsWRBW. R. Berkley$63,725,376$25,004,655 ▲64.6%1,123,3104.6%FinanceAMATApplied Materials$53,788,135$53,354,132 ▲12,293.5%266,2123.9%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$52,719,9600.0%303,5643.8%Computer and TechnologyBROBrown & Brown$49,645,6380.0%479,2053.6%FinanceAXPAmerican Express$47,307,043$1,848,770 ▲4.1%174,4363.4%FinanceGOOGAlphabet$45,730,645$5,509,245 ▲13.7%273,5253.3%Computer and TechnologyADIAnalog Devices$45,566,7550.0%197,9703.3%Computer and TechnologyACNAccenture$44,749,5080.0%126,5973.2%Computer and TechnologyVVisa$44,136,349$3,552,629 ▲8.8%160,5253.2%Business ServicesTMOThermo Fisher Scientific$43,447,1200.0%70,2383.1%MedicalALCAlcon$42,447,8100.0%425,9383.1%MedicalMMCMarsh & McLennan Companies$41,828,0360.0%187,4943.0%FinanceROSTRoss Stores$41,242,2990.0%274,0173.0%Retail/WholesaleHDHome Depot$41,036,2250.0%101,2743.0%Retail/WholesaleAPHAmphenol$40,228,6110.0%617,3822.9%Computer and TechnologyABTAbbott Laboratories$39,339,036$1,689,856 ▲4.5%345,0492.8%MedicalEFXEquifax$38,970,2440.0%132,6152.8%Business ServicesNDAQNasdaq$36,560,4150.0%500,7592.6%FinanceZTSZoetis$35,581,238$8,036,175 ▲29.2%182,1132.6%MedicalRMDResMed$34,313,995$1,922,445 ▲5.9%140,5622.5%MedicalFDSFactSet Research Systems$34,284,5770.0%74,5562.5%Business ServicesSYKStryker$32,701,9780.0%90,5222.4%MedicalNDSNNordson$31,334,6480.0%119,3112.3%Industrial ProductsADPAutomatic Data Processing$31,127,1440.0%112,4822.2%Business ServicesBKNGBooking$30,622,112$5,610,544 ▲22.4%7,2702.2%Retail/WholesaleAAPLApple$28,477,7260.0%122,2222.0%Computer and TechnologyHDBHDFC Bank$25,460,1680.0%406,9721.8%FinanceDISWalt Disney$24,307,5020.0%252,7031.7%Consumer DiscretionaryAMEAMETEK$22,969,6470.0%133,7701.7%Computer and TechnologyMAMastercard$21,953,8540.0%44,4591.6%Business ServicesCOSTCostco Wholesale$21,243,679$3,933,489 ▼-15.6%23,9631.5%Retail/WholesaleKEYSKeysight Technologies$17,217,840$3,485,653 ▼-16.8%108,3361.2%Computer and TechnologyEBAYeBay$16,654,878$8,764,783 ▼-34.5%255,7961.2%Retail/WholesaleRBARB Global$8,988,052$108,641 ▼-1.2%111,6880.6%Business ServicesTRUTransUnion$579,829$138,937 ▼-19.3%5,5380.0%Business ServicesRYANRyan Specialty$546,058$130,921 ▼-19.3%8,2250.0%FinanceGGGGraco$539,674$129,340 ▼-19.3%6,1670.0%Industrial ProductsMKTXMarketAxess$536,227$128,356 ▼-19.3%2,0930.0%FinanceWTSWatts Water Technologies$456,025$109,189 ▼-19.3%2,2010.0%Computer and TechnologyLFUSLittelfuse$406,098$97,082 ▼-19.3%1,5310.0%Computer and TechnologyAITApplied Industrial Technologies$386,684$53,446,512 ▼-99.3%1,7330.0%Industrial ProductsINTERDIGITAL INC$368,238$368,238 ▲New Holding2,6000.0%COMESABESAB$367,195$87,918 ▼-19.3%3,4540.0%Industrial ProductsSIGISelective Insurance Group$329,629$78,932 ▼-19.3%3,5330.0%FinanceBMIBadger Meter$303,371$72,730 ▼-19.3%1,3890.0%Computer and TechnologyPOWIPower Integrations$293,670$70,404 ▼-19.3%4,5800.0%Computer and TechnologyMORNMorningstar$286,889$68,611 ▼-19.3%8990.0%Business ServicesPYPLPayPal$263,680$45,128,924 ▼-99.4%1,5830.0%Computer and TechnologyMKSIMKS Instruments$216,659$51,855 ▼-19.3%1,9930.0%Computer and TechnologyShowing largest 100 holdings. 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