Dundas Partners LLP — 13F holdings

Dundas Partners LLP reported 31 holdings worth $1.38B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. AMAT APPLIED MATLS INC — $183M (13.2%)
2. TSM TAIWAN SEMICONDUCTOR MFG LTD — $127M (9.2%)
3. GOOG ALPHABET INC — $99.9M (7.2%)
4. APH AMPHENOL CORP NEW — $87.2M (6.3%)
5. ADI ANALOG DEVICES INC — $76.2M (5.5%)
6. V VISA INC — $69.8M (5.0%)
7. MSFT MICROSOFT CORP — $63.6M (4.6%)
8. AXP AMERICAN EXPRESS CO — $57.9M (4.2%)
9. ROST ROSS STORES INC — $50.8M (3.7%)
10. TMO THERMO FISHER SCIENTIFIC INC — $48.8M (3.5%)