Montanaro Asset Management Ltd Top Holdings and 13F Report (2025) About Montanaro Asset Management LtdInvestment ActivityMontanaro Asset Management Ltd has $387.89 million in total holdings as of June 30, 2025.Montanaro Asset Management Ltd owns shares of 39 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 9.62% of the portfolio was purchased this quarter.About 6.36% of the portfolio was sold this quarter.This quarter, Montanaro Asset Management Ltd has purchased 46 new stocks and bought additional shares in 18 stocks.Montanaro Asset Management Ltd sold shares of 17 stocks and completely divested from 7 stocks this quarter.Largest Holdings Bentley Systems $23,579,493Tyler Technologies $22,572,383Nova $19,767,616Stride $17,422,800TransMedics Group $16,876,683 Largest Purchases this Quarter Paycom Software 38,665 shares (about $8.95M)Bentley Systems 127,661 shares (about $6.89M)Hawkins 44,100 shares (about $6.27M)Federal Signal 25,500 shares (about $2.71M)Nova 7,705 shares (about $2.12M) Largest Sales this Quarter TransMedics Group 27,739 shares (about $3.72M)Stride 20,600 shares (about $2.99M)Tyler Technologies 3,386 shares (about $2.01M)Masimo 9,440 shares (about $1.59M)Veeva Systems 4,430 shares (about $1.28M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMontanaro Asset Management Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBSYBentley Systems$23,579,493$6,889,864 ▲41.3%436,9006.1%Computer and TechnologyTYLTyler Technologies$22,572,383$2,007,356 ▼-8.2%38,0755.8%Computer and TechnologyNVMINova$19,767,616$2,120,416 ▲12.0%71,8305.1%Computer and TechnologyLRNStride$17,422,800$2,990,914 ▼-14.7%120,0004.5%Consumer DiscretionaryTMDXTransMedics Group$16,876,683$3,717,303 ▼-18.1%125,9364.4%MedicalTREXTrex$16,339,124$416,660 ▲2.6%300,4624.2%ConstructionTECHBio-Techne$15,175,178$1,973,108 ▲14.9%294,9503.9%MedicalROLRollins$14,951,300$282,100 ▲1.9%265,0003.9%ConstructionHLIHoulihan Lokey$14,575,950$269,925 ▲1.9%81,0003.8%FinanceMANHManhattan Associates$14,032,218$1,804,876 ▲14.8%71,0603.6%Computer and TechnologyPAYCPaycom Software$13,305,500$8,947,081 ▲205.3%57,5003.4%Computer and TechnologyBRKRBruker$12,800,840$329,600 ▼-2.5%310,7003.3%Computer and TechnologyAWKAmerican Water Works$12,038,579$105,724 ▼-0.9%86,5403.1%UtilitiesBCPCBalchem$11,844,480$79,600 ▼-0.7%74,4003.1%Basic MaterialsANSSANSYS$11,555,138$458,693 ▼-3.8%32,9003.0%Computer and TechnologyCSW INDUSTRIALS INC$11,473,200$1,434,150 ▲14.3%40,0003.0%COMVEEVVeeva Systems$10,309,684$1,275,751 ▼-11.0%35,8002.7%MedicalALRMAlarm.com$10,046,832$158,962 ▲1.6%177,6002.6%IndustrialsFNFabrinet$9,724,440$223,662 ▼-2.2%33,0002.5%Computer and TechnologySITMSiTime$9,588,600$140,420 ▼-1.4%45,0002.5%Computer and TechnologyEXPOExponent$9,084,736$194,246 ▼-2.1%121,6002.3%Business ServicesHWKNHawkins$8,398,110$6,266,610 ▲294.0%59,1002.2%Basic MaterialsFCNFTI Consulting$8,075,000$807,500 ▲11.1%50,0002.1%Business ServicesGGGGraco$7,737,3000.0%90,0002.0%IndustrialsTWTradeweb Markets$7,686,000$805,200 ▲11.7%52,5002.0%FinanceMSCIMSCI$7,353,435$432,555 ▲6.3%12,7501.9%FinanceBRBRBellRing Brands$6,372,3000.0%110,0001.6%Consumer StaplesENTGEntegris$4,790,610$308,083 ▲6.9%59,4001.2%Computer and TechnologyFSSFederal Signal$4,671,838$2,713,710 ▲138.6%43,9001.2%Multi-Sector ConglomeratesWMSAdvanced Drainage Systems$4,341,708$22,972 ▼-0.5%37,8001.1%ConstructionBMIBadger Meter$4,311,120$710,355 ▼-14.1%17,6001.1%Computer and TechnologyFORMFormFactor$4,301,250$361,271 ▲9.2%125,0001.1%Computer and TechnologySTVNStevanato Group$4,275,2500.0%175,0001.1%MedicalMASIMasimo$3,845,509$1,587,997 ▼-29.2%22,8601.0%MedicalCGNXCognex$3,495,925$951,283 ▼-21.4%110,2120.9%Computer and TechnologyTRNSTranscat$3,438,4000.0%40,0000.9%Computer and TechnologyHQYHealthEquity$2,943,756$1,340,928 ▲83.7%28,1000.8%MedicalERIIEnergy Recovery$2,627,057$142,369 ▼-5.1%205,5600.7%IndustrialsOLEDUniversal Display$2,161,768$308,052 ▼-12.5%14,0000.6%Computer and TechnologyPCTYPaylocity$0$6,553,260 ▼-100.0%00.0%Computer and TechnologyPOWIPower Integrations$0$2,272,500 ▼-100.0%00.0%Computer and TechnologyAXONAxon Enterprise$0$226,159 ▼-100.0%00.0%AerospaceGLOBGlobant$0$137,732 ▼-100.0%00.0%Computer and TechnologyPSTGPure Storage$0$113,774 ▼-100.0%00.0%Computer and TechnologyZSZscaler$0$99,210 ▼-100.0%00.0%Computer and TechnologyAEHRAehr Test Systems$0$35,357 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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