Dundas Partners LLP 13F 持仓 · 2026年Q2
Dundas Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 31 只证券，申报市值合计 13.83 亿美元。前几大持仓：AMAT（13.21%）、TSM（9.17%）、GOOG（7.22%）。本季前 25 大持仓中：新建仓 1 只、增持 4 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AMAT | APPLIED MATERIALS INC | $182.6M | 13.21% | 252,561 | 减持 |
| 2 | TSM | TAIWAN SEMICONDUCTOR SP ADR | $126.7M | 9.17% | 265,365 | 减持 |
| 3 | GOOG | ALPHABET INC CL C | $99.9M | 7.22% | 282,696 | 减持 |
| 4 | APH | AMPHENOL CORP NEW | $87.2M | 6.30% | 494,362 | 减持 |
| 5 | ADI | ANALOG DEVICES INC | $76.2M | 5.51% | 191,739 | 减持 |
| 6 | V | VISA INC CLASS A SHARES | $69.8M | 5.05% | 203,458 | 增持 |
| 7 | MSFT | MICROSOFT CORP | $63.6M | 4.60% | 170,547 | 减持 |
| 8 | AXP | AMERICAN EXPRESS CO | $57.9M | 4.19% | 171,110 | 减持 |
| 9 | ROST | ROSS STORES INC | $50.8M | 3.68% | 238,768 | 持平 |
| 10 | TMO | THERMO FISHER SCIENTIFIC INC | $48.8M | 3.53% | 97,396 | 持平 |
| 11 | BKNG | BOOKING HOLDINGS INC | $43.4M | 3.14% | 243,241 | 增持 |
| 12 | NDAQ | NASDAQ INC | $40.4M | 2.92% | 512,023 | 持平 |
| 13 | AME | AMETEK INC | $39.6M | 2.87% | 163,876 | 持平 |
| 14 | RMD | RESMED INC | $39.6M | 2.86% | 203,021 | 持平 |
| 15 | BRO | BROWN & BROWN INC | $39.1M | 2.83% | 610,267 | 减持 |
| 16 | ABT | ABBOTT LABORATORIES | $38.5M | 2.78% | 423,933 | 持平 |
| 17 | MA | MASTERCARD INCORPORATED | $33.8M | 2.44% | 65,751 | 增持 |
| 18 | ADP | AUTOMATIC DATA PROCESSING INC | $31.6M | 2.29% | 141,280 | 持平 |
| 19 | SYK | STRYKER CORP | $29.9M | 2.16% | 95,028 | 持平 |
| 20 | WRB | WR BERKLEY CORP | $27.5M | 1.99% | 390,567 | 持平 |
| 21 | GWW | WW GRAINGER INC | $27.1M | 1.96% | 19,901 | 持平 |
| 22 | ESGV | VANGUARD WORLD FD | $21.8M | 1.58% | 164,888 | 新建仓 |
| 23 | HDB | HDFC BANK LTD ADR | $21.8M | 1.57% | 842,852 | 减持 |
| 24 | CRM | SALESFORCE INC | $18.7M | 1.36% | 119,681 | 增持 |
| 25 | ALC | ALCON AG | $16.9M | 1.22% | 249,707 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR