Dundas Partners LLP Q4 2022 vs. Q1 2023 13F Holdings Comparison

In the world of finance, a comparison of investment holdings can provide significant insights into market trends and investment strategies. Dundas Partners LLP, a prominent investment management firm, has recently released their Q4 2022 versus Q1 2023 13F Holdings Comparison report, shedding light on intriguing developments among the companies they invest in.

According to the report, Microsoft Corporation, one of the top holdings of Dundas Partners, experienced a 21.4% increase in shares held, with a corresponding 21.9% increase in value. Other notable increases in holdings include WW Grainger Inc, Analog Devices Inc, and Taiwan Semiconductor SP ADR.

On the other hand, some of the companies saw a decrease in their holdings, despite an overall bullish market trend. Notable examples include Ross Stores Inc, Home Depot Inc, and Abbott Laboratories.

Interestingly, the report also highlights some dramatic changes - Applied Materials Inc saw an impressive 28.1% increase in the number of shares held, with a striking 28.7% jump in value. Conversely, Activision Blizzard Inc experienced a significant drop in the number of shares held, falling by a whopping 38.8%, with an accompanying 31.6% drop in value.

The report also reveals some new entrants into Dundas Partners' portfolio, including Xometry Inc, Tenable Holdings Inc, and Abcam PLC. Xometry Inc saw a significant increase in the number of shares held, with no corresponding change in value.

Overall, the report provides some compelling insights into Dundas Partners' investment strategies and the ever-changing dynamics of the market. It remains to be seen whether these trends will continue in the coming quarters or if we'll see some surprising new developments. Regardless, the report is likely to be a valuable resource for anyone interested in monitoring the movement of major players in the financial world.