Montanaro Asset Management Ltd

Est. AUM

$334.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NOVA LTD	COM	$20.9M	48130	6.25%	SOLE
2	BIO-TECHNE CORP	COM	$17.8M	341050	5.33%	SOLE
3	BALCHEM CORP	COM	$16.7M	98700	5.00%	SOLE
4	HOULIHAN LOKEY INC	CL A	$14.1M	98250	4.22%	SOLE
5	BENTLEY SYS INC	COM CL B	$14.1M	400300	4.20%	SOLE
6	EASTGROUP PPTYS INC	COM	$14.0M	75600	4.19%	SOLE
7	FEDERAL SIGNAL CORP	COM	$13.3M	123100	3.98%	SOLE
8	CSW INDUSTRIALS INC	COM	$13.0M	49800	3.88%	SOLE
9	EXPONENT INC	COM	$12.5M	191800	3.74%	SOLE
10	AMERICAN WTR WKS CO INC NEW	COM	$12.2M	89840	3.66%	SOLE
11	STRIDE INC	COM	$11.0M	125300	3.30%	SOLE
12	ROLLINS INC	COM	$10.8M	203000	3.24%	SOLE
13	MANHATTAN ASSOCIATES INC	COM	$10.6M	79310	3.16%	SOLE
14	FABRINET	SHS	$10.4M	20000	3.12%	SOLE
15	ENTEGRIS INC	COM	$9.6M	81900	2.87%	SOLE
16	TYLER TECHNOLOGIES INC	COM	$9.4M	27325	2.80%	SOLE
17	GRACO INC	COM	$9.3M	110000	2.79%	SOLE
18	HAWKINS INC	COM	$9.2M	59800	2.75%	SOLE
19	FTI CONSULTING INC	COM	$8.8M	50000	2.64%	SOLE
20	SITIME CORP	COM	$8.6M	25000	2.58%	SOLE
21	MSCI INC	COM	$8.4M	15650	2.52%	SOLE
22	TRANSMEDICS GROUP INC	COM	$7.8M	78739	2.34%	SOLE
23	VALMONT INDS INC	COM	$7.8M	19400	2.32%	SOLE
24	WATTS WATER TECHNOLOGIES INC	CL A	$7.7M	26500	2.30%	SOLE
25	VEEVA SYS INC	CL A COM	$6.3M	36000	1.89%	SOLE
26	TRADEWEB MKTS INC	CL A	$6.3M	53150	1.87%	SOLE
27	ALARM COM HLDGS INC	COM	$6.1M	141700	1.83%	SOLE
28	MIRION TECHNOLOGIES INC	COM CL A	$5.7M	305300	1.70%	SOLE
29	HEALTHEQUITY INC	COM	$4.2M	50800	1.27%	SOLE
30	HEXCEL CORP NEW	COM	$3.4M	42000	1.02%	SOLE
31	MDA SPACE LTD	COM	$3.4M	134100	1.02%	SOLE
32	TRANSCAT INC	COM	$2.9M	40000	0.88%	SOLE
33	STONEX GROUP INC	COM	$2.4M	30000	0.72%	SOLE
34	UNIVERSAL TECHNICAL INST INC	COM	$2.4M	66668	0.72%	SOLE
35	STEVANATO GROUP S P A	ORD SHS	$2.4M	175000	0.72%	SOLE
36	BELLRING BRANDS INC	COMMON STOCK	$2.3M	140000	0.67%	SOLE
37	TETRA TECH INC NEW	COM	$2.2M	71500	0.64%	SOLE
38	KINSALE CAP GROUP INC	COM	$1.5M	4457	0.46%	SOLE
39	ADVANCED DRAIN SYS INC DEL	COM	$1.5M	10800	0.44%	SOLE
40	BADGER METER INC	COM	$1.1M	7300	0.33%	SOLE
41	DOXIMITY INC	CL A	$1.1M	45300	0.32%	SOLE
42	CLEAN HARBORS INC	COM	$1.0M	3600	0.31%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.