Dundas Partners
$1.4B 13F equity value
51 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Dundas Partners covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AMAT | APPLIED MATERIALS INC | 252,561 | $183M | 13.2% |
| TSM | TAIWAN SEMICONDUCTOR SP ADR | 265,365 | $127M | 9.2% |
| GOOG | ALPHABET INC CL C | 282,696 | $100M | 7.2% |
| APH | AMPHENOL CORP NEW | 494,362 | $87M | 6.3% |
| ADI | ANALOG DEVICES INC | 191,739 | $76M | 5.5% |
| V | VISA INC CLASS A SHARES | 203,458 | $70M | 5.0% |
| MSFT | MICROSOFT CORP | 170,547 | $64M | 4.6% |
| AXP | AMERICAN EXPRESS CO | 171,110 | $58M | 4.2% |
| ROST | ROSS STORES INC | 238,768 | $51M | 3.7% |
| TMO | THERMO FISHER SCIENTIFIC INC | 97,396 | $49M | 3.5% |
Track Dundas Partners's 13F portfolio: $1.4B in reported holdings, 51 positions. Top holdings and quarterly changes on SentiSense.
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