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 Market Cap. of $200 Billions or more

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%
$1.46T
$78.9 Million 5.61% of portfolio
282,445
Q2 2025 Reduced 2.33%
$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%
$228B
$59.3 Million 4.22% of portfolio
442,954
Q3 2025 Added 19.16%
$222B
$46.2 Million 3.29% of portfolio
95,231
Q3 2025 Added 2.19%
$512B
$25.3 Million 1.8% of portfolio
44,459
Q2 2024 New
$237B
$20.2 Million 1.44% of portfolio
85,152
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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