Dundas Partners LLP
Long Only Manager • Value
Dundas Partners LLP is a Value-focused institution led by Alan Nmn Mcfarlane, reporting $2.5B in AUM as of Q3 2025 with 32% Technology concentration and 51% concentrated in top 10 holdings.
ChairmanAlan Nmn Mcfarlane
- Portfolio Value
- $1.4B
- Positions
- 49
- Top Holding
- MSFT at 6.82%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Dundas Partners LLP's portfolio (50.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $96.6M | 6.82% | — | 0.00% 186.5K shares | |
Insurance - Property & Casualty Financial Services | $90.5M | 6.39% | +$4.5M Bought | 0.31% 1.2M shares | |
Semiconductors Technology | $78.9M | 5.57% | — | — 282.4K shares | |
Hardware, Equipment & Parts Technology | $75.0M | 5.30% | -$1.4M Sold | 0.05% 606.2K shares | |
Internet Content & Information Communication Services | $73.5M | 5.19% | — | 0.00% 301.7K shares | |
Financial - Credit Services Financial Services | $62.8M | 4.44% | +$4.9M Bought | 0.03% 189.2K shares | |
Financial - Credit Services Financial Services | $62.0M | 4.38% | +$2.2M Bought | 0.01% 181.5K shares | |
Insurance - Brokers Financial Services | $59.4M | 4.20% | +$12.2M Bought | 0.19% 633.5K shares | |
Medical - Devices Healthcare | $59.3M | 4.19% | +$9.5M Bought | 0.03% 443.0K shares | |
Semiconductors Technology | $57.0M | 4.03% | +$34.0M Bought | 0.03% 278.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Dundas Partners LLP's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Dundas Partners LLP
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