Dundas Partners
$1.3B Assets Reported
48 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR SP ADR | 275,192 | $93M | 7.4% |
| AMAT | APPLIED MATERIALS INC | 262,946 | $90M | 7.2% |
| GOOG | ALPHABET INC CL C | 289,903 | $83M | 6.6% |
| APH | AMPHENOL CORP NEW | 527,892 | $67M | 5.3% |
| MSFT | MICROSOFT CORP | 179,471 | $66M | 5.3% |
| ADI | ANALOG DEVICES INC | 198,650 | $63M | 5.0% |
| V | VISA INC CLASS A SHARES | 193,997 | $59M | 4.7% |
| AXP | AMERICAN EXPRESS CO | 176,217 | $53M | 4.3% |
| ROST | ROSS STORES INC | 238,768 | $52M | 4.1% |
| TMO | THERMO FISHER SCIENTIFIC INC | 97,396 | $48M | 3.8% |
Track Dundas Partners's 13F portfolio: $1.3B in reported holdings, 48 positions. Top holdings, AUM, and quarterly changes on SentiSense.