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Q2 2026 13F · SEC CIK 1742418

Dundas Partners LLP

Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$1.4B
Reported positions
31
Top holdings a year, 3 yrs
+19.7%
Assets under management
$2.4B

Dundas Partners LLP is a hedge fund that reported 31 positions worth $1.4B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Applied Matls Inc (AMAT, 13.2%), Taiwan Semiconductor Manufac (TSM, 9.2%), Alphabet Inc (GOOG, 7.2%). A portfolio copying its top holdings returned 19.7% a year over the last 3 years, against 20.4% for the S&P 500.

Dundas Partners LLP holdings all 31 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Dundas Partners LLP 13F holdings
Stock% of 13F valueShare changeReported value
AMATApplied Matls Inc13.2%-3.9%$182.6M
TSMTaiwan Semiconductor Manufac9.2%-3.6%$126.7M
GOOGAlphabet Inc7.2%-2.5%$99.9M
APHAmphenol Corp6.3%-6.4%$87.2M
ADIAnalog Devices Inc5.5%-3.5%$76.2M
VVisa Inc5.0%+4.9%$69.8M
MSFTMicrosoft Corp4.6%-5.0%$63.6M
AXPAmerican Express Co4.2%-2.9%$57.9M
ROSTRoss Stores Inc3.7%+0.0%$50.8M
TMOThermo Fisher Scientific Inc3.5%+0.0%$48.8M
BKNGBooking Holdings Inc3.1%+2571.5%$43.4M
NDAQNasdaq Inc2.9%+0.0%$40.4M
AMEAmetek Inc2.9%+0.0%$39.6M
RMDResmed Inc2.9%+0.0%$39.6M
BROBrown & Brown Inc Com2.8%-7.5%$39.1M
ABTAbbott Laboratories2.8%+0.0%$38.5M
MAMastercard Incorporated2.4%+17.2%$33.8M
ADPAutomatic Data Processing in2.3%+0.0%$31.6M
SYKStryker Corporation2.2%+0.0%$29.9M
WRBBerkley W R Corp2.0%+0.0%$27.5M
GWWWw Grainger Inc2.0%+0.0%$27.1M
ESGVVanguard World Fd1.6%—$21.8M
HDBHdfc Bank Ltd1.6%-2.4%$21.8M
CRMSalesforce Inc1.4%+13.6%$18.7M
ALCAlcon Inc1.2%+0.0%$16.9M
INTUIntuit1.0%+9.1%$13.7M
ZTSZoetis Inc0.8%-45.4%$11.7M
EFXEquifax Inc0.8%-46.7%$10.7M
RBARb Global Inc0.7%-15.3%$9.5M
VSGXVanguard World Fd0.2%—$2.4M
EWBCEast West Bancorp Inc0.1%—$1.4M

What Dundas Partners LLP bought and sold in Q2 2026, against Q1 2026.

New positions

Added to

Reduced

Sold out

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year
+19.1% /yr
S&P 500 +20.1%
3 years
+19.7% /yr
S&P 500 +20.4%
5 years
+10.0% /yr
S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q2 2026$1.4B31
Q1 2026$1.3B49
Q4 2025$1.4B49
Q3 2025$1.4B50
Q2 2025$1.4B50
Q1 2025$1.4B49
Q4 2024$1.4B50
Q3 2024$1.4B51
Q2 2024$1.3B50
Q1 2024$1.3B46
Q4 2023$1.1B47
Q3 2023$1.0B50

Questions about Dundas Partners LLP's portfolio

What stocks does Dundas Partners LLP own?

Dundas Partners LLP's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 31 positions worth $1.4B. The largest are Applied Matls Inc (AMAT) at 13.2%, Taiwan Semiconductor Manufac (TSM) at 9.2%, Alphabet Inc (GOOG) at 7.2%, Amphenol Corp (APH) at 6.3% and Analog Devices Inc (ADI) at 5.5%.

What did Dundas Partners LLP buy last quarter?

In Q2 2026, Dundas Partners LLP added a new position in Vanguard World Fd (ESGV), a new position in Vanguard World Fd (VSGX), a new position in East West Bancorp Inc (EWBC), Booking Holdings Inc (BKNG) (+2571.5% shares), Mastercard Incorporated (MA) (+17.2% shares) and Salesforce Inc (CRM) (+13.6% shares), compared with its Q1 2026 filing.

What did Dundas Partners LLP sell last quarter?

In Q2 2026, Dundas Partners LLP sold all of Accenture PLC Ireland (ACN), sold all of Msci Inc (MSCI), sold all of Nvent Elec PLC (NVT), sold all of Henry Jack & Assoc Inc Com (JKHY), sold all of Applied Indl Technologies in (AIT), Equifax Inc (EFX) (-46.7% shares), Zoetis Inc (ZTS) (-45.4% shares) and Rb Global Inc (RBA) (-15.3% shares), compared with its Q1 2026 filing.

How has Dundas Partners LLP's portfolio performed?

A portfolio copying Dundas Partners LLP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +19.1% against +20.1%. Over 5 years: +10.0% a year against +11.6%.

When is Dundas Partners LLP's next 13F filing due?

13F filings are due 45 days after each quarter ends. Dundas Partners LLP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Dundas Partners LLP manage?

Dundas Partners LLP reported $2.4B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.4B.