Dundas Partners LLP Portfolio Holdings
Q3 2025•49 long positions•$1.4B portfolio value
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Holding56 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Software - Infrastructure Technology | $96.6M 6.82% | — | 0.003% 186.5K shares | — | — | $3.85T Mega Cap | Q1 2018 Held for 7y 8m | |
Insurance - Property & Casualty Financial Services | $90.5M 6.39% | +$4.5M Bought | 0.312% 1.2M shares | 1.1M → 1.2M +$4.5M | +5.19% | $29.1B Large Cap | Q1 2020 Held for 5y 8m | |
Semiconductors Technology | $78.9M 5.57% | — | — 282.4K shares | — | — | — — | Q3 2024 Held for 1y 2m | |
Hardware, Equipment & Parts Technology | $75.0M 5.3% | -$1.4M Sold | 0.05% 606.2K shares | 617.4K → 606.2K −$1.4M | -1.82% | $151.09B Large Cap | Q3 2021 Held for 4y 2m | |
Internet Content & Information Communication Services | $73.5M 5.19% | — | 0.002% 301.7K shares | — | — | $2.95T Mega Cap | Q1 2018 Held for 7y 8m | |
Financial - Credit Services Financial Services | $62.8M 4.44% | +$4.9M Bought | 0.027% 189.2K shares | 174.4K → 189.2K +$4.9M | +8.45% | $231.14B Mega Cap | Q1 2018 Held for 7y 8m | |
Financial - Credit Services Financial Services | $62.0M 4.38% | +$2.2M Bought | 0.009% 181.5K shares | 175.0K → 181.5K +$2.2M | +3.69% | $662.60B Mega Cap | Q1 2020 Held for 5y 8m | |
Insurance - Brokers Financial Services | $59.4M 4.2% | +$12.2M Bought | 0.192% 633.5K shares | 503.1K → 633.5K +$12.2M | +25.92% | $30.9B Large Cap | Q4 2021 Held for 3y 11m | |
Medical - Devices Healthcare | $59.3M 4.19% | +$9.5M Bought | 0.025% 443.0K shares | 371.7K → 443.0K +$9.5M | +19.16% | $233.12B Mega Cap | Q1 2018 Held for 7y 8m | |
Semiconductors Technology | $57.0M 4.03% | +$34.0M Bought | 0.035% 278.4K shares | 112.5K → 278.4K +$34.0M | +147.5% | $163.10B Large Cap | Q1 2018 Held for 7y 8m | |
Semiconductors Technology | $50.8M 3.59% | +$2.2M Bought | 0.042% 206.7K shares | 198.0K → 206.7K +$2.2M | +4.43% | $120.87B Large Cap | Q1 2018 Held for 7y 8m | |
Medical - Instruments & Supplies Healthcare | $47.9M 3.39% | +$6.3M Bought | 0.12% 175.1K shares | 152.2K → 175.1K +$6.3M | +15.07% | $40.1B Large Cap | Q1 2024 Held for 1y 8m | |
Financial - Data & Stock Exchanges Financial Services | $46.9M 3.31% | +$2.6M Bought | 0.092% 530.3K shares | 500.8K → 530.3K +$2.6M | +5.9% | $50.8B Large Cap | Q2 2023 Held for 2y 5m | |
Medical - Diagnostics & Research Healthcare | $46.2M 3.26% | +$988.5K Bought | 0.025% 95.2K shares | 93.2K → 95.2K +$988.5K | +2.19% | $183.15B Large Cap | Q1 2018 Held for 7y 8m | |
Travel Services Consumer Cyclical | $45.7M 3.23% | +$6.4M Bought | 0.026% 8.5K shares | 7.3K → 8.5K +$6.4M | +16.34% | $174.99B Large Cap | Q2 2024 Held for 1y 5m | |
Drug Manufacturers - Specialty & Generic Healthcare | $45.5M 3.21% | +$16.5M Bought | 0.07% 310.7K shares | 197.7K → 310.7K +$16.5M | +57.11% | $64.8B Large Cap | Q1 2018 Held for 7y 8m | |
Staffing & Employment Services Industrials | $44.5M 3.14% | +$44.3M Bought | 0.037% 151.7K shares | 773.0 → 151.7K +$44.3M | +19,521.35% | $118.89B Large Cap | Q1 2021 Held for 4y 8m | |
Apparel - Retail Consumer Cyclical | $41.2M 2.91% | -$1.3M Sold | 0.083% 270.3K shares | 279.1K → 270.3K −$1.3M | -3.17% | $49.6B Large Cap | Q1 2018 Held for 7y 8m | |
Medical - Devices Healthcare | $36.5M 2.58% | +$3.0M Bought | 0.026% 98.7K shares | 90.5K → 98.7K +$3.0M | +9.03% | $141.33B Large Cap | Q1 2020 Held for 5y 8m | |
Information Technology Services Technology | $36.0M 2.54% | +$4.8M Bought | 0.023% 145.9K shares | 126.6K → 145.9K +$4.8M | +15.23% | $153.39B Large Cap | Q1 2018 Held for 7y 8m | |
Consulting Services Industrials | $34.0M 2.4% | — | 0.108% 132.6K shares | — | — | $31.6B Large Cap | Q4 2021 Held for 3y 11m | |
Industrial - Machinery Industrials | $32.4M 2.29% | — | 0.075% 172.5K shares | — | — | $43.4B Large Cap | Q4 2023 Held for 1y 11m | |
Software - Application Technology | $29.9M 2.11% | +$4.7M Bought | 0.016% 43.8K shares | 36.9K → 43.8K +$4.7M | +18.63% | $190.40B Large Cap | Q1 2025 Held for 8 months | |
Unknown Unknown | $29.5M 2.08% | +$14.4M Bought | — 864.1K shares | 443.4K → 864.1K +$14.4M | +94.89% | — — | Q3 2024 Held for 1y 2m | |
Medical - Instruments & Supplies Healthcare | $29.2M 2.06% | — | 0.079% 391.8K shares | — | — | $36.8B Large Cap | Q2 2023 Held for 2y 5m | |
Financial - Credit Services Financial Services | $25.3M 1.79% | — | 0.005% 44.5K shares | — | — | $514.21B Mega Cap | Q2 2024 Held for 1y 5m | |
Financial - Data & Stock Exchanges Financial Services | $21.4M 1.51% | — | 0.049% 37.8K shares | — | — | $43.9B Large Cap | Q1 2025 Held for 8 months | |
Industrial - Distribution Industrials | $20.2M 1.43% | -$50.0M Sold | 0.044% 21.2K shares | 73.7K → 21.2K −$50.0M | -71.24% | $45.6B Large Cap | Q1 2018 Held for 7y 8m | |
Software - Application Technology | $20.2M 1.43% | +$20.2M New | 0.009% 85.2K shares | 0 → 85.2K +$20.2M | New | $225.62B Mega Cap | Q3 2025 Held for 2 months | |
Specialty Business Services Industrials | $10.1M 0.716% | -$170.9K Sold | 0.05% 93.6K shares | 95.2K → 93.6K −$170.9K | -1.66% | $20.1B Large Cap | Q3 2021 Held for 4y 2m | |
Insurance - Specialty Financial Services | $660.7K 0.047% | +$85.8K Bought | 0.009% 11.7K shares | 10.2K → 11.7K +$85.8K | +14.93% | $7.2B Mid Cap | Q2 2024 Held for 1y 5m | |
Industrial - Machinery Industrials | $634.0K 0.045% | — | 0.007% 2.3K shares | — | — | $9.3B Mid Cap | Q1 2024 Held for 1y 8m | |
Software - Application Technology | $586.7K 0.041% | +$49.1K Bought | 0.005% 2.8K shares | 2.6K → 2.8K +$49.1K | +9.14% | $11.7B Large Cap | Q1 2025 Held for 8 months | |
Biotechnology Healthcare | $552.7K 0.039% | +$552.7K New | 0.006% 9.9K shares | 0 → 9.9K +$552.7K | New | $8.7B Mid Cap | Q3 2025 Held for 2 months | |
Industrial - Distribution Industrials | $550.8K 0.039% | +$550.8K Bought | 0.006% 2.1K shares | 266.2K → 2.1K −$68.9M | -99.21% | $9.9B Mid Cap | Q2 2024 Held for 1y 5m | |
Information Technology Services Technology | $534.8K 0.038% | +$102.9K Bought | 0.005% 3.6K shares | 2.9K → 3.6K +$102.9K | +23.83% | $10.9B Large Cap | Q2 2025 Held for 5 months | |
Manufacturing - Metal Fabrication Industrials | $472.0K 0.033% | +$38.0K Bought | 0.007% 4.2K shares | 3.9K → 4.2K +$38.0K | +8.75% | $6.8B Mid Cap | Q2 2024 Held for 1y 5m | |
Financial - Capital Markets Financial Services | $390.1K 0.028% | — | 0.006% 2.2K shares | — | — | $6.5B Mid Cap | Q2 2024 Held for 1y 5m | |
Financial - Capital Markets Financial Services | $380.6K 0.027% | +$380.6K New | 0.003% 3.4K shares | 0 → 3.4K +$380.6K | New | $11.6B Large Cap | Q3 2025 Held for 2 months | |
Asset Management Financial Services | $346.9K 0.025% | +$346.9K New | 0.006% 2.6K shares | 0 → 2.6K +$346.9K | New | $5.9B Mid Cap | Q3 2025 Held for 2 months | |
Consulting Services Industrials | $345.3K 0.024% | +$56.1K Bought | 0.002% 4.1K shares | 3.5K → 4.1K +$56.1K | +19.41% | $16.3B Large Cap | Q1 2022 Held for 3y 8m | |
Electrical Equipment & Parts Industrials | $323.6K 0.023% | +$323.6K New | 0.002% 3.3K shares | 0 → 3.3K +$323.6K | New | $15.9B Large Cap | Q3 2025 Held for 2 months | |
Industrial - Machinery Industrials | $319.7K 0.023% | +$319.7K New | 0.003% 1.7K shares | 0 → 1.7K +$319.7K | New | $10.6B Large Cap | Q3 2025 Held for 2 months | |
Insurance - Property & Casualty Financial Services | $313.1K 0.022% | — | 0.005% 4.8K shares | — | — | $6.0B Mid Cap | Q2 2025 Held for 5 months | |
Financial - Capital Markets Financial Services | $309.3K 0.022% | +$309.3K New | 0.002% 917.0 shares | 0 → 917.0 +$309.3K | New | $13.0B Large Cap | Q3 2025 Held for 2 months | |
Hardware, Equipment & Parts Technology | $236.5K 0.017% | +$49.0K Bought | 0.004% 913.0 shares | 724.0 → 913.0 +$49.0K | +26.1% | $6.4B Mid Cap | Q1 2018 Held for 7y 8m | |
Medical - Instruments & Supplies Healthcare | $232.8K 0.016% | — | 0.012% 2.7K shares | — | — | $2.0B Small Cap | Q2 2025 Held for 5 months | |
Industrial - Machinery Industrials | $156.5K 0.011% | — | 0.001% 1.8K shares | — | — | $14.1B Large Cap | Q3 2021 Held for 4y 2m | |
Hardware, Equipment & Parts Technology | $138.0K 0.01% | -$1.4M Sold | 0.003% 773.0 shares | 8.4K → 773.0 −$1.4M | -90.85% | $5.3B Mid Cap | Q3 2021 Held for 4y 2m | |
Home Improvement Consumer Cyclical | - — | -$25.9M Sold | — - shares | 70.5K → 0 −$25.9M | Sold | $358.59B Mega Cap | Q1 2018 Held for 7y 8m |
