StockDriftsStockDriftsTop 31 Dundas Partners LLP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMAT | APPLIED MATERIALS INC | 13.21% | 252.6K | $182.6M | -3.95%(-10.38K) | $203.65(+161.14%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR SP ADR | 9.17% | 265.4K | $126.7M | -3.57%(-9.83K) | $57.25(+645.66%) | 2026-06-30 | |
| GOOG | ALPHABET INC CL C | 7.22% | 282.7K | $99.9M | -2.49%(-7.21K) | $95.27(+259.66%) | 2026-06-30 | |
| APH | AMPHENOL CORP NEW | 6.3% | 494.4K | $87.2M | -6.35%(-33.53K) | $38.34(+338.75%) | 2026-06-30 | |
| ADI | ANALOG DEVICES INC | 5.51% | 191.7K | $76.2M | -3.48%(-6.91K) | $120.05(+227.35%) | 2026-06-30 | |
| V | VISA INC CLASS A SHARES | 5.05% | 203.5K | $69.8M | +4.88%(+9.46K) | $246.79(+46.66%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.6% | 170.5K | $63.6M | -4.97%(-8.92K) | $175.26(+177.35%) | 2026-06-30 | |
| AXP | AMERICAN EXPRESS CO | 4.19% | 171.1K | $57.9M | -2.90%(-5.11K) | $136.90(+148.20%) | 2026-06-30 | |
| ROST | ROSS STORES INC | 3.68% | 238.8K | $50.8M | +0.00%(+0) | $98.30(+146.74%) | 2026-06-30 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 3.53% | 97.4K | $48.8M | +0.00%(+0) | $372.90(+58.27%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.17% | +69.24% | +11.68% | +73.76% |
| Top 20 Holdings Unweighted | +16.44% | +57.88% | +10.16% | +62.21% |
Dundas Partners LLP reports $1.38B in US-listed equity holdings across 31 positions in its most recent 13F filing. Its largest disclosed positions are AMAT (13.2%), TSM (9.2%) and GOOG (7.2%). The top 20 holdings account for 88.74% of reported assets. Its disclosed equity book has returned +69.24% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Dundas Partners LLP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1742418). View Dundas Partners LLP’s 13F filings on SEC