Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Montanaro Asset Management Ltd (CIK 1831133) reported $334.4M across 42 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVMI ($20.9M, 6.25%), TECH ($17.8M, 5.33%), BCPC ($16.7M, 5.00%), HLI ($14.1M, 4.22%), BSY ($14.1M, 4.20%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVMI | NOVA LTD | $20.9M | 6.25% | 48,130 | Trimmed |
| 2 | TECH | BIO-TECHNE CORP | $17.8M | 5.33% | 341,050 | Trimmed |
| 3 | BCPC | BALCHEM CORP | $16.7M | 5.00% | 98,700 | Trimmed |
| 4 | HLI | HOULIHAN LOKEY INC | $14.1M | 4.22% | 98,250 | Added |
| 5 | BSY | BENTLEY SYS INC | $14.1M | 4.20% | 400,300 | Trimmed |
| 6 | EGP | EASTGROUP PPTYS INC | $14.0M | 4.19% | 75,600 | Added |
| 7 | FSS | FEDERAL SIGNAL CORP | $13.3M | 3.98% | 123,100 | Added |
| 8 | CSW | CSW INDUSTRIALS INC | $13.0M | 3.88% | 49,800 | Added |
| 9 | EXPO | EXPONENT INC | $12.5M | 3.74% | 191,800 | Added |
| 10 | AWK | AMERICAN WTR WKS CO INC NEW | $12.2M | 3.66% | 89,840 | Trimmed |
| 11 | LRN | STRIDE INC | $11.0M | 3.30% | 125,300 | Added |
| 12 | ROL | ROLLINS INC | $10.8M | 3.24% | 203,000 | Trimmed |
| 13 | MANH | MANHATTAN ASSOCIATES INC | $10.6M | 3.16% | 79,310 | Trimmed |
| 14 | FN | FABRINET | $10.4M | 3.12% | 20,000 | Trimmed |
| 15 | ENTG | ENTEGRIS INC | $9.6M | 2.87% | 81,900 | Trimmed |
| 16 | TYL | TYLER TECHNOLOGIES INC | $9.4M | 2.80% | 27,325 | Trimmed |
| 17 | GGG | GRACO INC | $9.3M | 2.78% | 110,000 | Added |
| 18 | HWKN | HAWKINS INC | $9.2M | 2.75% | 59,800 | Trimmed |
| 19 | FCN | FTI CONSULTING INC | $8.8M | 2.64% | 50,000 | Hold |
| 20 | SITM | SITIME CORP | $8.6M | 2.58% | 25,000 | Trimmed |
| 21 | MSCI | MSCI INC | $8.4M | 2.52% | 15,650 | Added |
| 22 | TMDX | TRANSMEDICS GROUP INC | $7.8M | 2.34% | 78,739 | Trimmed |
| 23 | VMI | VALMONT INDS INC | $7.8M | 2.32% | 19,400 | New |
| 24 | WTS | WATTS WATER TECHNOLOGIES INC | $7.7M | 2.30% | 26,500 | New |
| 25 | VEEV | VEEVA SYS INC | $6.3M | 1.89% | 36,000 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31