Dundas Partners LLP
EDINBURGH, X0 · CIK 1742418 · 13F filing filed 2026-08-14
SEC-registered investment adviser since 2015 · limited liability partnership
- Assets managed$2.4bn
- Staff14 · 7 in investment roles
- Main clients (by assets)Private funds 85%, State and local governments 7%, Other advisers 7%
- Form ADV · 2026-06-24SEC adviser record
- Legal entityDUNDAS PARTNERS LLP (GB)
- KindFCA fund manager
- Others nearbyEdinburgh
As an employer
- Offices in1 country
In the UK
- FCA-authorised companies1
- Manages investmentsyes
- Retail clientsno, professional only
| Company | Staff |
|---|---|
| DUNDAS PARTNERS LLP Limited Liability PartnershipFCA: Authorised · manages investments, advises, deals |
Sources: Companies House (accounts filed electronically; the largest groups often file on paper, so their staff numbers can be missing), the UK gender pay gap service (employers with 250+ staff) and the FCA's Financial Services Register. Contains public sector information licensed under the Open Government Licence v3.0.
$1.4bn
reported value
+10.2% vs Q1 2026
31positions
62.5%in top 10
3 new
5 added
12 reduced
21 sold out
vs Q1 2026
Holdings, Q2 2026
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| APPLIED MATLS INC AMAT | $182.6m13.21% | Reduced -10.4k |
| TAIWAN SEMICONDUCTOR MFG LTD TSM | $126.7m9.17% | Reduced -9.8k |
| ALPHABET INC GOOG | $99.9m7.22% | Reduced -7.2k |
| AMPHENOL CORP APH | $87.2m6.30% | Reduced -33.5k |
| ANALOG DEVICES INC ADI | $76.2m5.51% | Reduced -6.9k |
| VISA INC V | $69.8m5.05% | Added +9.5k |
| MICROSOFT CORP MSFT | $63.6m4.60% | Reduced -8.9k |
| AMERICAN EXPRESS CO AXP | $57.9m4.19% | Reduced -5.1k |
| ROSS STORES INC ROST | $50.8m3.68% | Unchanged |
| THERMO FISHER SCIENTIFIC INC TMO | $48.8m3.53% | Unchanged |
| BOOKING HOLDINGS INC BKNG | $43.4m3.14% | Added +15.6k |
| NASDAQ INC NDAQ | $40.4m2.92% | Unchanged |
| AMETEK INC AME | $39.6m2.87% | Unchanged |
| RESMED INC RMD | $39.6m2.86% | Unchanged |
| BROWN & BROWN INC BRO | $39.1m2.83% | Reduced -49.7k |
| ABBOTT LABS ABT | $38.5m2.78% | Unchanged |
| MASTERCARD INCORPORATED MA | $33.8m2.44% | Added +9.6k |
| AUTOMATIC DATA PROCESSING IN ADP | $31.6m2.29% | Unchanged |
| STRYKER CORPORATION SYK | $29.9m2.16% | Unchanged |
| BERKLEY W R CORP WRB | $27.5m1.99% | Unchanged |
| GRAINGER W W INC GWW | $27.1m1.96% | Unchanged |
| VANGUARD WORLD FD ESGV | $21.8m1.58% | New |
| HDFC BANK LTD HDB | $21.8m1.57% | Reduced -20.7k |
| SALESFORCE INC CRM | $18.7m1.36% | Added +14.3k |
| ALCON AG ALC | $16.9m1.22% | Unchanged |
| INTUIT INTU | $13.7m0.99% | Added +4.4k |
| ZOETIS INC ZTS | $11.7m0.85% | Reduced -135.8k |
| EQUIFAX INC EFX | $10.7m0.78% | Reduced -59.3k |
| RB GLOBAL INC RBA | $9.5m0.69% | Reduced -14.8k |
| VANGUARD WORLD FD VSGX | $2.4m0.18% | New |
| EAST WEST BANCORP INC EWBC | $1.4m0.10% | New |
Sold out since Q1 2026
| Security | Value then |
|---|---|
| ACCENTURE PLC IRELAND ACN | $22.7m114.5k shares |
| MSCI INC MSCI | $19.5m36.2k shares |
| NVENT ELECTRIC PLC NVT | $564.1k4.8k shares |
| HENRY JACK & ASSOC INC JKHY | $480.9k3.0k shares |
| APPLIED INDL TECHNOLOGIES IN AIT | $473.3k1.8k shares |
| LITTELFUSE INC LFUS | $455.1k1.3k shares |
| BIO-TECHNE CORP TECH | $425.2k8.1k shares |
| CRANE COMPANY CR | $362.7k2.1k shares |
| STIFEL FINL CORP SF | $345.6k4.7k shares |
| WATTS WATER TECHNOLOGIES INC WTS | $331.8k1.1k shares |
| ESAB CORPORATION ESAB | $318.4k3.3k shares |
| EVERCORE INC EVR | $270.4k906 shares |
| MARKETAXESS HLDGS INC MKTX | $264.6k1.6k shares |
| HAMILTON LANE INC HLNE | $215.4k2.2k shares |
| LEMAITRE VASCULAR INC LMAT | $209.6k1.9k shares |
| TRANSUNION TRU | $170.6k2.5k shares |
| INTERDIGITAL INC IDCC 3.5 06.01.27 | $145.9k483 shares |
| RYAN SPECIALTY HOLDINGS INC RYAN | $131.5k3.9k shares |
| RLI CORP RLI | $123.4k2.2k shares |
| BADGER METER INC BMI | $97.4k639 shares |
| PAYCOM SOFTWARE INC PAYC | $96.7k796 shares |