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Vanessa Murchison

Dundas Partners Llp

Assets Managed
$1.254B
Holdings
49
Last Quarter
2026 - Q1
Filed Date
1mo 15d ago
Growth Rate
-11.68%(2Q avg: -5.71%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Dundas Partners Llp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 49 positions.

Assets under management

The assets under management (AUM) of Dundas Partners Llp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.254B in assets, with a quarterly growth rate of -11.68% and a 2-quarter average growth rate of -5.71%. The portfolio is managed by Vanessa Murchison, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
TSM
Taiwan Semiconductor-sp Adr
Recent Activity
Decreased -2.46%
7.42%
$93.001M
275,192 shares@ $337.95 avg price
AMAT
Applied Materials Inc
Recent Activity
Decreased -4.08%
7.17%
$89.872M
262,946 shares@ $341.79 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -1.84%
6.64%
$83.162M
289,903 shares@ $286.87 avg price
APH
Amphenol Corp-cl A
Recent Activity
Decreased -0.92%
5.32%
$66.699M
527,892 shares@ $126.35 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -1.63%
5.3%
$66.435M
179,471 shares@ $370.17 avg price
ADI
Analog Devices Inc
Recent Activity
Decreased -1.59%
5.04%
$63.199M
198,650 shares@ $318.14 avg price
V
Visa Inc-class A Shares
Recent Activity
Increased 8.54%
4.68%
$58.634M
193,997 shares@ $302.24 avg price
AXP
American Express Co
Recent Activity
Decreased -0.8%
4.26%
$53.302M
176,217 shares@ $302.48 avg price
ROST
Ross Stores Inc
Recent Activity
Decreased -2.63%
4.13%
$51.724M
238,768 shares@ $216.64 avg price
TMO
Thermo Fisher Scientific Inc
Recent Activity
Decreased -1.02%
3.82%
$47.873M
97,396 shares@ $491.54 avg price

1-10 of 49