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

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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