Montanaro Asset Management Ltd 13F Holdings

CIK 0001831133 · LONDON, X0

As of Sep 30, 2025, Montanaro Asset Management Ltd reported 41 positions worth $400.4M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
BENTLEY SYSTEMS INCBSYTechnology460,900$23.7M5.93%
NOVA LTDNVMITechnology73,680$23.6M5.88%
TYLER TECHNOLOGIES INCTYLTechnology40,575$21.2M5.30%
BIO-TECHNE CORPTECHHealthcare362,050$20.1M5.03%
STRIDE INCLRNConsumer Defensive132,200 9.7M4.92%
MANHATTAN ASSOCIATES INCMANHTechnology92,160 8.9M4.72%
HOULIHAN LOKEY INCHLIFinancial Services89,000 8.3M4.56%
ROLLINS INCROLEquity297,000 7.4M4.36%
TREX CO INCTREXBasic Materials322,462 6.7M4.16%
TRANSMEDICS GROUP INCTMDXHealthcare130,586 4.7M3.66%
AMERICAN WATER WORKS COMPANY INCAWKUtilities97,540 3.6M3.39%
PAYCOM SOFTWARE INCPAYCTechnology63,500 3.2M3.30%
FABRINETFNTechnology33,000 2.0M3.01%
VEEVA SYSTEMS INCVEEVHealthcare40,200 2.0M2.99%
BALCHEM CORPBCPCBasic Materials78,700 1.8M2.95%
HAWKINS INCHWKNBasic Materials59,100 0.8M2.70%
SITIME CORPSITMTechnology35,000 0.5M2.63%
CSW INDUSTRIALS INCCSWIndustrials40,000$9.7M2.42%
ALARMCOM HOLDINGS INCALRMTechnology164,300$8.7M2.18%
EXPONENT INCEXPOIndustrials121,600$8.4M2.11%
MSCI INCMSCIFinancial Services14,350$8.1M2.03%
FTI CONSULTING INCFCNIndustrials50,000$8.1M2.02%
GRACO INCGGGIndustrials90,000$7.6M1.91%
TRADEWEB MARKETS INCTWFinancial Services65,000$7.2M1.80%
BRUKER CORPBRKRHealthcare220,600$7.2M1.79%