account_balance
Investment manager · 13F filer · SEC CIK 1742418
Dundas Partners LLP
Reported value$1.26Bas of Sep 30, 2026
Positions29 0 new, 2 sold out
Top 10 weight63.5%TSM alone is 9%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
TSMTaiwan Semiconductor Manufacturing Co Ltd
9.3%Trimmed −3%
AMATApplied Materials Inc
8.5%Trimmed −17%
GOOGAlphabet Inc.
7.4%Trimmed −3%
MSFTMicrosoft Corp
6.7%Trimmed −3%
APHAmphenol Corp
6.6%
ADIAnalog Devices Inc
5.7%Trimmed −5%
VVisa Inc.
5.5%Trimmed −4%
TMOThermo Fisher Scientific Inc.
4.9%Trimmed −5%
ROSTRoss Stores, Inc.
4.4%
AXPAmerican Express Co
4.3%Added +5%
RMDResmed Inc
3.6%
NDAQNasdaq, Inc.
3.5%−6%
TSMTaiwan Semiconductor Manufacturing Co Ltd
9.3%Trimmed −3%
AMATApplied Materials Inc
8.5%Trimmed −17%
GOOGAlphabet Inc.
7.4%−3%
MSFTMicrosoft Corp
6.7%−3%
APHAmphenol Corp
6.6%
ADIAnalog Devices Inc
5.7%
VVisa Inc.
5.5%
TMOThermo Fisher Scientific Inc.
4.9%
ROSTRoss Stores, Inc.
4.4%
AXP4.3%RMD3.6%NDAQBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
TSM Taiwan Semiconductor Manufacturing Co Ltd 9.3% Trimmed −3%AMAT Applied Materials Inc 8.5% Trimmed −17%GOOG Alphabet Inc. 7.4% Trimmed −3%MSFT Microsoft Corp 6.7% Trimmed −3%APH Amphenol Corp 6.6% HeldADI Analog Devices Inc 5.7% Trimmed −5%V Visa Inc. 5.5% Trimmed −4%TMO Thermo Fisher Scientific Inc. 4.9% Trimmed −5%ROST Ross Stores, Inc. 4.4% HeldAXP American Express Co 4.3% Added +5%RMD Resmed Inc 3.6% HeldNDAQ Nasdaq, Inc. 3.5% Trimmed −6%
What changed
Biggest moves since Jun 30, 2026
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