Dundas Partners LLP holds a focused book of 31 stocks worth $1.4B as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Vanguard Esg US Stock ETF and trimmed Applied Materials Inc. Their largest long position is Applied Materials Inc at 13% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
98% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Dundas Partners LLP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Farley Capital L.P. | 3 / 31 | $89.7M |
| Noked Israel Ltd | 3 / 31 | $641.0M |
| Blacksheep Fund Management Ltd | 3 / 31 | $191.3M |
| Cryder Capital Partners LLP | 5 / 31 | $893.8M |
| Greenleaf Trust | 26 / 31 | $5.6B |
| Stanich Group LLC | 3 / 31 | $74.1M |
| Fernbridge Capital Management LP | 4 / 31 | $721.9M |
| Fremen Capital Management LP | 5 / 31 | $52.5M |
Ranked by the share of each fund's own book sitting in the names it shares with Dundas Partners LLP: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Applied Materials Inc COM | $182.6M | 252.6K | 13.2% | ▼−3.9% Reduced · −10K sh | |
| 2 | Taiwan Semiconductor SP ADR SPONSORED ADR | $126.7M | 265.4K | 9.2% | ▼−3.6% Reduced · −10K sh | |
| 3 | Alphabet Inc CL C CAP STK CL C | $99.9M | 282.7K | 7.2% | ▼−2.5% Reduced · −7K sh | |
| 4 | Amphenol Corp New CL A | $87.2M | 494.4K | 6.3% | ▼−6.3% Reduced · −34K sh | |
| 5 | Analog Devices Inc COM | $76.2M | 191.7K | 5.5% | ▼−3.5% Reduced · −7K sh | |
| 6 | Visa Inc Class A Shares COM CL A | $69.8M | 203.5K | 5.0% | ▲+4.9% Added · +9K sh | |
| 7 | Microsoft Corp COM | $63.6M | 170.5K | 4.6% | ▼−5.0% Reduced · −9K sh | |
| 8 | American Express Co COM | $57.9M | 171.1K | 4.2% | ▼−2.9% Reduced · −5K sh | |
| 9 | Ross Stores Inc COM | $50.8M | 238.8K | 3.7% | —Held | |
| 10 | Thermo Fisher Scientific Inc COM | $48.8M | 97.4K | 3.5% | —Held | |
| 11 | Booking Holdings Inc COM | $43.4M | 243.2K | 3.1% | ▲27× Added · +234K sh | |
| 12 | Nasdaq Inc COM | $40.4M | 512.0K | 2.9% | —Held | |
| 13 | Ametek Inc COM | $39.6M | 163.9K | 2.9% | —Held | |
| 14 | Resmed Inc COM | $39.6M | 203.0K | 2.9% | —Held | |
| 15 | Brown & Brown Inc COM | $39.1M | 610.3K | 2.8% | ▼−7.5% Reduced · −50K sh | |
| 16 | Abbott Laboratories COM | $38.5M | 423.9K | 2.8% | —Held | |
| 17 | Mastercard Incorporated CL A | $33.8M | 65.8K | 2.4% | ▲+17% Added · +10K sh | |
| 18 | Automatic Data Processing Inc COM | $31.6M | 141.3K | 2.3% | —Held | |
| 19 | Stryker Corp COM | $29.9M | 95.0K | 2.2% | —Held | |
| 20 | WR Berkley Corp COM | $27.5M | 390.6K | 2.0% | —Held | |
| 21 | WW Grainger Inc COM | $27.1M | 19.9K | 2.0% | —Held | |
| 22 | Vanguard World FD ESG US STK ETF | $21.8M | 164.9K | 1.6% | ▲New New position | |
| 23 | HDFC Bank Ltd ADR SPONSORED ADR | $21.8M | 842.9K | 1.6% | ▼−2.4% Reduced · −21K sh | |
| 24 | Salesforce Inc COM | $18.7M | 119.7K | 1.4% | ▲+14% Added · +14K sh | |
| 25 | Alcon AG ORD SHS | $16.9M | 249.7K | 1.2% | —Held | |
| 26 | Intuit COM | $13.7M | 52.4K | 1.0% | ▲+9.1% Added · +4K sh | |
| 27 | Zoetis Inc CL A | $11.7M | 163.5K | 0.8% | ▼−45% Reduced · −136K sh | |
| 28 | Equifax Inc COM | $10.7M | 67.6K | 0.8% | ▼−47% Reduced · −59K sh | |
| 29 | RB Global Inc COM | $9.5M | 81.7K | 0.7% | ▼−15% Reduced · −15K sh | |
| 30 | Vanguard World FD ESG INTL STK ETF | $2.4M | 29.6K | 0.2% | ▲New New position | |
| 31 | East West Bancorp Inc COM | $1.4M | 10.7K | 0.1% | ▲New New position |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1742418/holdings"
Use Arkolith to show Dundas Partners LLP's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 14, 2026 | 45d | 31 | $1.4B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 44d | 49 | $1.3B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 12, 2026 | 43d | 49 | $1.4B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 44d | 50 | $1.4B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 43d | 49 | $1.4B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 7, 2025 | 38d | 50 | $1.4B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 45d | 51 | $1.4B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.