Dundas Partners LLP Portfolio Holdings

Dundas Partners LLP

  • $1.43 Billion
  • Q2 2025

Dundas Partners LLP has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.43 Billion distributed in 50 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $92.8M, Berkley W R Corp with a value of $82.5M, W.W. Grainger, Inc. with a value of $76.6M, Taiwan Semiconductor Manufacturing CO LTD with a value of $64M, and Visa Inc. with a value of $62.1M.

Examining the 13F form we can see an increase of $79.8M in the current position value, from $1.35B to 1.43B.

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 $1.43 Billion
Financial Services: $457 Million
Technology: $356 Million
Healthcare: $229 Million
Industrials: $206 Million
Consumer Cyclical: $104 Million
Communication Services: $53.5 Million
Consumer Defensive: $23.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$92.8 Million 6.49% of portfolio
186,468
Q4 2024 Added 3.39%
$18.6B
$82.5 Million 5.78% of portfolio
1,123,310
Q3 2024 Added 64.58%
$48.5B
$76.6 Million 5.36% of portfolio
73,650
Q2 2024 Added 1.31%
$1.27T
$64 Million 4.48% of portfolio
282,445
Q2 2025 Reduced 2.33%
$551B
$62.1 Million 4.35% of portfolio
175,029
Q4 2024 Added 9.04%
$10.4B
$61.9 Million 4.33% of portfolio
266,212
Q2 2025 Added 12,956.01%
$66.5B
$61 Million 4.27% of portfolio
617,382
Q2 2024 Added 55.31%
$26.8B
$55.8 Million 3.9% of portfolio
503,111
Q4 2024 Added 4.99%
$227B
$55.6 Million 3.89% of portfolio
174,436
Q3 2024 Added 4.07%
$1.24T
$53.5 Million 3.75% of portfolio
301,749
Q4 2024 Added 10.32%
$229B
$50.6 Million 3.54% of portfolio
371,715
Q2 2025 Added 7.73%
$119B
$47.1 Million 3.3% of portfolio
197,970
Q2 2024 Added 0.92%
$47.2B
$44.8 Million 3.13% of portfolio
500,759
Q2 2024 Added 0.96%
$217B
$42.1 Million 2.95% of portfolio
7,270
Q3 2024 Added 22.43%
$101B
$41 Million 2.87% of portfolio
187,494
Q2 2024 Added 4.78%
$42.1B
$39.3 Million 2.75% of portfolio
152,184
Q1 2025 Added 8.27%
$187B
$37.8 Million 2.64% of portfolio
93,193
Q2 2025 Added 24.01%
$142B
$35.8 Million 2.51% of portfolio
90,522
Q2 2024 Added 1.0%
$51.4B
$35.6 Million 2.49% of portfolio
279,145
Q1 2025 Added 1.87%
$42.2B
$34.6 Million 2.42% of portfolio
391,786
Q2 2025 Reduced 3.61%
$29.5B
$34.4 Million 2.41% of portfolio
132,615
Q2 2024 Added 0.91%
$137B
$34 Million 2.38% of portfolio
443,405
Q2 2025 Added 12.67%
$14.1B
$32.3 Million 2.26% of portfolio
72,174
Q2 2025 Reduced 3.19%
$42.5B
$31.2 Million 2.18% of portfolio
172,472
Q2 2025 Added 20.77%
$70.1B
$30.8 Million 2.16% of portfolio
197,747
Q1 2025 Added 8.58%
$201B
$29.1 Million 2.03% of portfolio
36,888
Q1 2025 New
$405B
$25.9 Million 1.81% of portfolio
70,543
Q2 2025 Reduced 4.39%
$548B
$25 Million 1.75% of portfolio
44,459
Q2 2024 New
$439B
$23.7 Million 1.66% of portfolio
23,963
Q3 2024 Reduced 15.62%
$44B
$21.8 Million 1.53% of portfolio
37,782
Q1 2025 New
$162B
$20.6 Million 1.44% of portfolio
112,482
Q2 2025 Reduced 57.75%
$5.63B
$2.07 Million 0.14% of portfolio
8,444
Q2 2025 Added 431.4%
$6.65B
$693,000 0.05% of portfolio
10,200
Q2 2025 Reduced 6.4%
$7.45B
$558,000 0.04% of portfolio
2,270
Q2 2025 Reduced 11.57%
$12.9B
$597,000 0.04% of portfolio
2,583
Q2 2025 Added 5.17%
$11.6B
$522,000 0.04% of portfolio
2,900
Q2 2025 New
$3.69T
$392,000 0.03% of portfolio
1,912
Q2 2025 Reduced 98.44%
$7.08B
$500,000 0.03% of portfolio
2,239
Q2 2025 Reduced 12.78%
$6.76B
$468,000 0.03% of portfolio
3,884
Q2 2025 Reduced 6.0%
$124B
$238,000 0.02% of portfolio
773
Q2 2025 Reduced 99.31%
$16.9B
$303,000 0.02% of portfolio
3,452
Q2 2025 Reduced 50.81%
$2.07B
$220,000 0.02% of portfolio
2,660
Q2 2025 New
$4.73B
$236,000 0.02% of portfolio
2,734
Q2 2025 Reduced 36.33%
$3.01B
$346,000 0.02% of portfolio
4,800
Q2 2025 New
$11B
$280,000 0.02% of portfolio
895
Q2 2025 Reduced 41.2%
$14.4B
$158,000 0.01% of portfolio
1,842
Q2 2025 Reduced 74.45%
$6.32B
$164,000 0.01% of portfolio
724
Q2 2025 Reduced 30.98%
Rb Global Inc
-
$0 0.0% of portfolio
-
Q2 2025 Added 3.47%
Interdigital Inc
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 3.56%

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $1.43 Billion
  • Prior Value $1.35 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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