Montanaro Asset Management Ltd Top Holdings and 13F Report (2026) About Montanaro Asset Management LtdInvestment ActivityMontanaro Asset Management Ltd has $334.35 million in total holdings as of March 31, 2026.Montanaro Asset Management Ltd owns shares of 42 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 15.59% of the portfolio was purchased this quarter.About 20.17% of the portfolio was sold this quarter.This quarter, Montanaro Asset Management Ltd has purchased 41 new stocks and bought additional shares in 14 stocks.Montanaro Asset Management Ltd sold shares of 18 stocks and completely divested from 6 stocks this quarter.Largest Holdings Nova $20,901,896Bio-Techne $17,823,273Balchem $16,727,676Houlihan Lokey $14,110,665Bentley Systems $14,058,536 Largest New Holdings this Quarter 920253101 - Valmont Industries $7,751,658 Holding942749102 - Watts Water Technologies $7,692,685 Holding428291108 - Hexcel $3,399,060 Holding55293N109 - MDA SPACE LTD $3,396,925 Holding861896108 - StoneX Group $2,419,500 Holding Largest Purchases this Quarter Valmont Industries 19,400 shares (about $7.75M)Watts Water Technologies 26,500 shares (about $7.69M)Federal Signal 54,600 shares (about $5.90M)EastGroup Properties 28,000 shares (about $5.18M)Exponent 71,300 shares (about $4.65M) Largest Sales this Quarter Nova 15,500 shares (about $6.73M)Rollins 102,000 shares (about $5.45M)Fabrinet 7,500 shares (about $3.91M)SiTime 10,000 shares (about $3.45M)Entegris 22,800 shares (about $2.67M) 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 PortfolioSectorNVMINova$20,901,896$6,731,340 â–¼-24.4%48,1306.3%Computer and TechnologyTECHBio-Techne$17,823,273$282,204 â–¼-1.6%341,0505.3%MedicalBCPCBalchem$16,727,676$440,648 â–¼-2.6%98,7005.0%Basic MaterialsHLIHoulihan Lokey$14,110,665$86,172 â–²0.6%98,2504.2%FinanceBSYBentley Systems$14,058,536$2,146,148 â–¼-13.2%400,3004.2%Computer and TechnologyEGPEastGroup Properties$13,992,804$5,182,520 â–²58.8%75,6004.2%FinanceFSSFederal Signal$13,312,034$5,904,444 â–²79.7%123,1004.0%Multi-Sector ConglomeratesCSW INDUSTRIALS INC$12,976,884$938,088 â–²7.8%49,8003.9%COMEXPOExponent$12,514,950$4,652,325 â–²59.2%191,8003.7%Business ServicesAWKAmerican Water Works$12,226,326$54,436 â–¼-0.4%89,8403.7%UtilitiesLRNStride$11,047,701$1,525,341 â–²16.0%125,3003.3%Consumer DiscretionaryROLRollins$10,842,230$5,447,820 â–¼-33.4%203,0003.2%ConstructionMANHManhattan Associates$10,557,747$2,076,672 â–¼-16.4%79,3103.2%Computer and TechnologyFNFabrinet$10,430,400$3,911,400 â–¼-27.3%20,0003.1%Computer and TechnologyENTGEntegris$9,601,956$2,673,072 â–¼-21.8%81,9002.9%Computer and TechnologyTYLTyler Technologies$9,355,534$1,010,021 â–¼-9.7%27,3252.8%Computer and TechnologyGGGGraco$9,311,500$1,693,000 â–²22.2%110,0002.8%IndustrialsHWKNHawkins$9,185,280$936,960 â–¼-9.3%59,8002.7%Basic MaterialsFCNFTI Consulting$8,838,5000.0%50,0002.6%Business ServicesSITMSiTime$8,633,750$3,453,500 â–¼-28.6%25,0002.6%Computer and TechnologyMSCIMSCI$8,435,507$269,505 â–²3.3%15,6502.5%FinanceTMDXTransMedics Group$7,827,444$2,306,312 â–¼-22.8%78,7392.3%MedicalVMIValmont Industries$7,751,658$7,751,658 â–²New Holding19,4002.3%IndustrialsWTSWatts Water Technologies$7,692,685$7,692,685 â–²New Holding26,5002.3%Computer and TechnologyVEEVVeeva Systems$6,324,120$632,412 â–¼-9.1%36,0001.9%MedicalTWTradeweb Markets$6,253,629$1,923,741 â–¼-23.5%53,1501.9%FinanceALRMAlarm.com$6,120,023$362,796 â–¼-5.6%141,7001.8%IndustrialsMIRMirion Technologies$5,675,527$927,641 â–²19.5%305,3001.7%Business ServicesHQYHealthEquity$4,245,356$1,136,552 â–²36.6%50,8001.3%MedicalHXLHexcel$3,399,060$3,399,060 â–²New Holding42,0001.0%AerospaceMDA SPACE LTD$3,396,925$3,396,925 â–²New Holding134,1001.0%COMTRNSTranscat$2,938,0000.0%40,0000.9%Computer and TechnologySNEXStoneX Group$2,419,500$2,419,500 â–²New Holding30,0000.7%FinanceUTIUniversal Technical Institute$2,406,715$807,485 â–²50.5%66,6680.7%Consumer DiscretionarySTVNStevanato Group$2,406,2500.0%175,0000.7%MedicalBRBRBellRing Brands$2,252,600$482,700 â–²27.3%140,0000.7%Consumer StaplesTTEKTetra Tech$2,153,580$2,153,580 â–²New Holding71,5000.6%IndustrialsKNSLKinsale Capital Group$1,522,779$566,131 â–²59.2%4,4570.5%FinanceWMSAdvanced Drainage Systems$1,481,004$754,215 â–¼-33.7%10,8000.4%ConstructionBMIBadger Meter$1,112,155$716,045 â–¼-39.2%7,3000.3%Computer and TechnologyDOXIMITY INC$1,055,490$95,530 â–²10.0%45,3000.3%CL ACLHClean Harbors$1,032,228$1,032,228 â–²New Holding3,6000.3%Business ServicesTREXTrex$0$10,610,367 â–¼-100.0%00.0%ConstructionBRKRBruker$0$8,173,585 â–¼-100.0%00.0%Computer and TechnologyPAYCPaycom Software$0$8,047,680 â–¼-100.0%00.0%Computer and TechnologyERIIEnergy Recovery$0$1,728,878 â–¼-100.0%00.0%IndustrialsCGNXCognex$0$1,511,592 â–¼-100.0%00.0%Computer and TechnologyOLEDUniversal Display$0$1,506,462 â–¼-100.0%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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