Dundas Partners LLP
EDINBURGH X0 · SEC CIK 0001742418
$12.54亿2026Q1 申报市值
49持仓数
53.7%前十大占比 · 第一大 7.4%
0 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
ACN 加仓+$541.35万
V 加仓+$461.04万
CRM 加仓+$403.10万
BKNG 加仓+$336.83万
2026Q1 卖出最多 按季末市值估算
WRB 减仓-$5,109.56万
AMAT 减仓-$382.33万
TSM 减仓-$235.52万
GOOG 减仓-$156.08万
ROST 减仓-$139.94万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR SP ADR | $9,300.11万 | 7.42% | 275,192 | -6,969 | -2.5% | -$235.52万 | 减仓 |
| AMAT | APPLIED MATERIALS INC | $8,987.23万 | 7.17% | 262,946 | -11,186 | -4.1% | -$382.33万 | 减仓 |
| GOOG | ALPHABET INC CL C | $8,316.16万 | 6.63% | 289,903 | -5,441 | -1.8% | -$156.08万 | 减仓 |
| APH | AMPHENOL CORP NEW | $6,669.92万 | 5.32% | 527,892 | -4,909 | -0.9% | -$62.03万 | 减仓 |
| MSFT | MICROSOFT CORP | $6,643.48万 | 5.30% | 179,471 | -2,987 | -1.6% | -$110.57万 | 减仓 |
| ADI | ANALOG DEVICES INC | $6,319.85万 | 5.04% | 198,650 | -3,226 | -1.6% | -$102.63万 | 减仓 |
| V | VISA INC CLASS A SHARES | $5,863.37万 | 4.68% | 193,997 | 15,254 | 8.5% | $461.04万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $5,330.21万 | 4.25% | 176,217 | -1,432 | -0.8% | -$43.32万 | 减仓 |
| ROST | ROSS STORES INC | $5,172.43万 | 4.12% | 238,768 | -6,460 | -2.6% | -$139.94万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $4,787.31万 | 3.82% | 97,396 | -1,010 | -1.0% | -$49.64万 | 减仓 |
| RMD | RESMED INC | $4,557.42万 | 3.63% | 203,021 | -1,941 | -0.9% | -$43.57万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $4,352.52万 | 3.47% | 423,933 | -4,374 | -1.0% | -$44.91万 | 减仓 |
| NDAQ | NASDAQ INC | $4,346.56万 | 3.47% | 512,023 | -9,703 | -1.9% | -$82.37万 | 减仓 |
| BRO | BROWN & BROWN INC | $4,303.79万 | 3.43% | 659,990 | -6,813 | -1.0% | -$44.43万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $3,833.50万 | 3.06% | 9,105 | 800 | 9.6% | $336.83万 | 加仓 |
| ZTS | ZOETIS INC | $3,537.62万 | 2.82% | 299,266 | -6,121 | -2.0% | -$72.36万 | 减仓 |
| AME | AMETEK INC | $3,512.85万 | 2.80% | 163,876 | -6,219 | -3.7% | -$133.31万 | 减仓 |
| SYK | STRYKER CORP | $3,122.53万 | 2.49% | 95,028 | -1,986 | -2.0% | -$65.26万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING INC | $2,870.53万 | 2.29% | 141,280 | -1,254 | -0.9% | -$25.48万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $2,803.39万 | 2.24% | 56,106 | -511 | -0.9% | -$25.53万 | 减仓 |
| WRB | WR BERKLEY CORP | $2,588.68万 | 2.06% | 390,567 | -770,905 | -66.4% | -$5,109.56万 | 减仓 |
| EFX | EQUIFAX INC | $2,285.79万 | 1.82% | 126,939 | -1,108 | -0.9% | -$19.95万 | 减仓 |
| ACN | ACCENTURE PLC CL A | $2,269.43万 | 1.81% | 114,450 | 27,301 | 31.3% | $541.35万 | 加仓 |
| GWW | WW GRAINGER INC | $2,170.82万 | 1.73% | 19,901 | -186 | -0.9% | -$20.29万 | 减仓 |
| HDB | HDFC BANK LTD ADR | $2,148.49万 | 1.71% | 863,541 | -20,203 | -2.3% | -$50.27万 | 减仓 |
| INTU | INTUIT | $2,078.62万 | 1.66% | 48,074 | -477 | -1.0% | -$20.62万 | 减仓 |
| CRM | SALESFORCE INC | $1,966.49万 | 1.57% | 105,346 | 21,594 | 25.8% | $403.10万 | 加仓 |
| MSCI | MSCI INC | $1,950.89万 | 1.56% | 36,194 | -1,032 | -2.8% | -$55.63万 | 减仓 |
| ALC | ALCON AG | $1,851.09万 | 1.48% | 249,707 | -2,711 | -1.1% | -$20.10万 | 减仓 |
| RBA | RB GLOBAL INC | $924.93万 | 0.74% | 96,452 | -856 | -0.9% | -$8.21万 | 减仓 |
| NVT | NVENT ELECTRIC PLC | $56.41万 | 0.04% | 4,769 | -1,385 | -22.5% | -$16.38万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $48.09万 | 0.04% | 3,043 | -548 | -15.3% | -$8.66万 | 减仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $47.33万 | 0.04% | 1,784 | -326 | -15.5% | -$8.65万 | 减仓 |
| LFUS | LITTELFUSE INC | $45.51万 | 0.04% | 1,341 | -249 | -15.7% | -$8.45万 | 减仓 |
| TECH | BIO-TECHNE CORP | $42.52万 | 0.03% | 8,137 | -1,799 | -18.1% | -$9.40万 | 减仓 |
| CR | CRANE COMPANY | $36.27万 | 0.03% | 2,121 | -165 | -7.2% | -$2.82万 | 减仓 |
| SF | STIFEL FINL CORP | $34.56万 | 0.03% | 4,676 | -1,022 | -17.9% | -$7.56万 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $33.18万 | 0.03% | 1,143 | -90 | -7.3% | -$2.61万 | 减仓 |
| ESAB | ESAB CORPORATION | $31.84万 | 0.03% | 3,294 | -596 | -15.3% | -$5.76万 | 减仓 |
| EVR | EVERCORE INC | $27.05万 | 0.02% | 906 | -163 | -15.2% | -$4.87万 | 减仓 |
| MKTX | MARKETAXESS HLDGS INC | $26.46万 | 0.02% | 1,604 | -298 | -15.7% | -$4.92万 | 减仓 |
| HLNE | HAMILTON LANE INC | $21.54万 | 0.02% | 2,167 | -407 | -15.8% | -$4.05万 | 减仓 |
| LMAT | LEMAITRE VASCULAR INC | $20.96万 | 0.02% | 1,920 | -1,326 | -40.9% | -$14.48万 | 减仓 |
| TRU | TRANSUNION | $17.06万 | 0.01% | 2,465 | -1,657 | -40.2% | -$11.46万 | 减仓 |
| IDCC | INTERDIGITAL INC | $14.59万 | 0.01% | 483 | -91 | -15.9% | -$2.75万 | 减仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $13.15万 | 0.01% | 3,896 | -8,722 | -69.1% | -$29.43万 | 减仓 |
| RLI | RLI CORP | $12.34万 | 0.01% | 2,164 | -1,736 | -44.5% | -$9.90万 | 减仓 |
| BMI | BADGER METER INC | $9.74万 | 0.01% | 639 | -134 | -17.3% | -$2.04万 | 减仓 |
| PAYC | PAYCOM SOFTWARE INC | $9.67万 | 0.01% | 796 | -2,023 | -71.8% | -$24.59万 | 减仓 |