Dundas Partners LLP
CIK 1742418
13F filing for Q2 2026・No. 2,098
- Holdings
- US$1.38B
- Quarter change
- +US$128.52M
- Entries
- 32
- Net bought (estimate)
- −US$60.77M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 3
- Sold out 21
- Cut 12
- Added 5
- Corporate actions 0
- Unchanged 11
Largest holdings
31 stocks worth US$1.38B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AMATAPPLIED MATERIALS INCCOM | Cut | 252,561 | US$182.6M | 13.21% |
| TSMTSMC ADRSPONSORED ADR | Cut | 265,365 | US$126.73M | 9.17% |
| GOOGALPHABET INC CL CCAP STK CL C | Cut | 282,696 | US$99.88M | 7.22% |
| APHAMPHENOL CORP NEWCL A | Cut | 494,362 | US$87.17M | 6.30% |
| ADIANALOG DEVICES INCCOM | Cut | 191,739 | US$76.15M | 5.51% |
| VVISA INC CLASS A SHARESCOM CL A | Added | 203,458 | US$69.8M | 5.05% |
| MSFTMicrosoftCOM | Cut | 170,547 | US$63.62M | 4.60% |
| AXPAMERICAN EXPRESS COCOM | Cut | 171,110 | US$57.88M | 4.19% |
| ROSTROSS STORES INCCOM | Unchanged | 238,768 | US$50.82M | 3.68% |
| TMOTHERMO FISHER SCIENTIFIC INCCOM | Unchanged | 97,396 | US$48.83M | 3.53% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.