StockDriftsStockDriftsTop 49 Dundas Partners LLP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR SP ADR | 7.42% | 275.2K | $93.0M | -2.47%(-6.97K) | $57.25(+629.66%) | 2026-03-31 | |
| AMAT | APPLIED MATERIALS INC | 7.17% | 262.9K | $89.9M | -4.08%(-11.19K) | $203.65(+116.33%) | 2026-03-31 | |
| GOOG | ALPHABET INC CL C | 6.63% | 289.9K | $83.2M | -1.84%(-5.44K) | $95.27(+316.89%) | 2026-03-31 | |
| APH | AMPHENOL CORP NEW | 5.32% | 527.9K | $66.7M | -0.92%(-4.91K) | $38.34(+236.93%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 5.3% | 179.5K | $66.4M | -1.64%(-2.99K) | $175.26(+133.62%) | 2026-03-31 | |
| ADI | ANALOG DEVICES INC | 5.04% | 198.7K | $63.2M | -1.60%(-3.23K) | $120.05(+255.52%) | 2026-03-31 | |
| V | VISA INC CLASS A SHARES | 4.68% | 194.0K | $58.6M | +8.53%(+15.25K) | $243.15(+32.64%) | 2026-03-31 | |
| AXP | AMERICAN EXPRESS CO | 4.25% | 176.2K | $53.3M | -0.81%(-1.43K) | $152.84(+104.63%) | 2026-03-31 | |
| ROST | ROSS STORES INC | 4.12% | 238.8K | $51.7M | -2.63%(-6.46K) | $98.30(+116.96%) | 2026-03-31 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 3.82% | 97.4K | $47.9M | -1.03%(-1.01K) | $372.90(+20.19%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +20.29% | +74.07% |
| Top 20 Holdings Unweighted | +20.03% | +72.94% |
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