Long-term investor
Dundas Partners LLP @dundaspartnersllp
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001742418).
Record
- Tracked since 2025-12-31 (257 days), 22 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all -0.4%
- Max drawdown n/a · win rate 24% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AMAT · 13.2% · long · since 2025-12-31
- TSM · 9.2% · long · since 2025-12-31
- GOOG · 7.2% · long · since 2025-12-31
- APH · 6.3% · long · since 2025-12-31
- ADI · 5.5% · long · since 2025-12-31
- V · 5.0% · long · since 2025-12-31
- MSFT · 4.6% · long · since 2025-12-31
- AXP · 4.2% · long · since 2025-12-31
- ROST · 3.7% · long · since 2025-12-31
- TMO · 3.5% · long · since 2025-12-31
- BKNG · 3.1% · long · since 2025-12-31
- NDAQ · 2.9% · long · since 2025-12-31