Dundas Partners LLP Portfolio Holdings

Dundas Partners LLP

  • $1.41 Billion
  • Q3 2025

Dundas Partners LLP has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.41 Billion distributed in 51 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $96.6M, Berkley W R Corp with a value of $90.5M, Taiwan Semiconductor Manufacturing CO LTD with a value of $78.9M, Amphenol Corp with a value of $75M, and Alphabet Inc. with a value of $73.5M.

Examining the 13F form we can see an decrease of $23.3M in the current position value, from $1.43B to 1.41B.

Dundas Partners LLP is based out at Edinburgh, X0

Below you can find more details about Dundas Partners LLP portfolio as well as his latest detailed transactions.

Portfolio value $1.41 Billion
Technology: $446 Million
Financial Services: $400 Million
Healthcare: $265 Million
Industrials: $134 Million
Consumer Cyclical: $86.9 Million
Communication Services: $73.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$96.6 Million 6.87% of portfolio
186,468
Q4 2024 Added 3.39%
$20.5B
$90.5 Million 6.44% of portfolio
1,181,601
Q3 2025 Added 5.19%
$1.46T
$78.9 Million 5.61% of portfolio
282,445
Q2 2025 Reduced 2.33%
$79.6B
$75 Million 5.34% of portfolio
606,161
Q3 2025 Reduced 1.82%
$1.74T
$73.5 Million 5.23% of portfolio
301,749
Q4 2024 Added 10.32%
$255B
$62.8 Million 4.47% of portfolio
189,180
Q3 2025 Added 8.45%
$533B
$62 Million 4.41% of portfolio
181,492
Q3 2025 Added 3.69%
$22.8B
$59.4 Million 4.23% of portfolio
633,541
Q3 2025 Added 25.92%
$228B
$59.3 Million 4.22% of portfolio
442,954
Q3 2025 Added 19.16%
$197B
$57 Million 4.06% of portfolio
278,394
Q3 2025 Added 147.5%
$118B
$50.8 Million 3.61% of portfolio
206,749
Q3 2025 Added 4.43%
$35.8B
$47.9 Million 3.41% of portfolio
175,117
Q3 2025 Added 15.07%
$42.8B
$46.9 Million 3.34% of portfolio
530,283
Q3 2025 Added 5.9%
$222B
$46.2 Million 3.29% of portfolio
95,231
Q3 2025 Added 2.19%
$191B
$45.7 Million 3.25% of portfolio
8,458
Q3 2025 Added 16.34%
$55.6B
$45.5 Million 3.23% of portfolio
310,676
Q3 2025 Added 57.11%
$55.7B
$41.2 Million 2.93% of portfolio
270,309
Q3 2025 Reduced 3.17%
$136B
$36.5 Million 2.6% of portfolio
98,694
Q3 2025 Added 9.03%
$152B
$36 Million 2.56% of portfolio
145,882
Q3 2025 Added 15.23%
$25.4B
$34 Million 2.42% of portfolio
132,615
Q2 2024 Added 0.91%
$44.4B
$32.4 Million 2.31% of portfolio
172,472
Q2 2025 Added 20.77%
$182B
$29.9 Million 2.13% of portfolio
43,762
Q3 2025 Added 18.63%
$68.4B
$29.5 Million 2.1% of portfolio
864,132
Q3 2025 Added 94.89%
$38.1B
$29.2 Million 2.08% of portfolio
391,786
Q2 2025 Reduced 3.61%
$512B
$25.3 Million 1.8% of portfolio
44,459
Q2 2024 New
$45.2B
$21.4 Million 1.53% of portfolio
37,782
Q1 2025 New
$237B
$20.2 Million 1.44% of portfolio
85,152
Q3 2025 New
$46.8B
$20.2 Million 1.44% of portfolio
21,181
Q3 2025 Reduced 71.24%
$7.37B
$633,000 0.05% of portfolio
2,270
Q2 2025 Reduced 11.57%
$6.31B
$660,000 0.05% of portfolio
11,723
Q3 2025 Added 14.93%
$9.6B
$550,000 0.04% of portfolio
2,110
Q3 2025 Reduced 99.21%
$9.97B
$586,000 0.04% of portfolio
2,819
Q3 2025 Added 9.14%
$12B
$534,000 0.04% of portfolio
3,591
Q3 2025 Added 23.83%
$2.33B
$552,000 0.04% of portfolio
9,936
Q3 2025 New
$6.59B
$390,000 0.03% of portfolio
2,239
Q2 2025 Reduced 12.78%
$12.8B
$380,000 0.03% of portfolio
3,354
Q3 2025 New
$6.71B
$471,000 0.03% of portfolio
4,224
Q3 2025 Added 8.75%
$4.9B
$346,000 0.02% of portfolio
2,574
Q3 2025 New
$5.96B
$236,000 0.02% of portfolio
913
Q3 2025 Added 26.1%
$15.3B
$345,000 0.02% of portfolio
4,122
Q3 2025 Added 19.41%
$1.94B
$232,000 0.02% of portfolio
2,660
Q2 2025 New
$11.6B
$309,000 0.02% of portfolio
917
Q3 2025 New
$2.87B
$313,000 0.02% of portfolio
4,800
Q2 2025 New
$17.7B
$323,000 0.02% of portfolio
3,281
Q3 2025 New
$5.15B
$138,000 0.01% of portfolio
773
Q3 2025 Reduced 90.85%
$13.5B
$156,000 0.01% of portfolio
1,842
Q2 2025 Reduced 74.45%
Rb Global Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 1.66%
Interdigital Inc
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 3.56%
Crane Company
-
$0 0.0% of portfolio
-
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $1.41 Billion
  • Prior Value $1.43 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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