The Analysis of Montanaro Asset Management Ltd's Holdings
Currently, Montanaro Asset Management Ltd holds 41 types of securities in its portfolio with a total value $400.4M. In the most recent quarter, they have increased their positions in EGP (+37.0K shares, valued at $6.3M), MANH (+21.1K shares, valued at $4.3M), MIR (+171.6K shares, valued at $4.0M); decreased their positions in SITM (-10.0K shares, valued at $3.0M), BRKR (-90.1K shares, valued at $2.9M), CGNX (-43.9K shares, valued at $2.0M); initiated new positions in EGP (+37.0K shares, valued at $6.3M), MIR (+171.6K shares, valued at $4.0M), DOCS (+32.2K shares, valued at $2.4M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BSY BENTLEY SYS INC460.9K shares5.49%2025-09-302025-11-13
NVMI NOVA LTD73.7K shares2.58%2025-09-302025-11-13 TYL TYLER TECHNOLOGIES INC40.6K shares6.57%2025-09-302025-11-13 TECH BIO-TECHNE CORP362.1K shares22.75%2025-09-302025-11-13 LRN STRIDE INC132.2K shares10.17%2025-09-302025-11-13 MANH MANHATTAN ASSOCIATES INC92.2K shares29.69%2025-09-302025-11-13 HLI HOULIHAN LOKEY INC89.0K shares9.88%2025-09-302025-11-13 ROL ROLLINS INC297.0K shares12.08%2025-09-302025-11-13 TREX TREX CO INC322.5K shares7.32%2025-09-302025-11-13 TMDX TRANSMEDICS GROUP INC130.6K shares3.69%2025-09-302025-11-13 AWK AMERICAN WTR WKS CO INC NEW97.5K shares12.71%2025-09-302025-11-13 PAYC PAYCOM SOFTWARE INC63.5K shares10.43%2025-09-302025-11-13 FN FABRINET33.0K shares0.00%2025-09-302025-11-13 VEEV VEEVA SYS INC40.2K shares12.29%2025-09-302025-11-13 BCPC BALCHEM CORP78.7K shares5.78%2025-09-302025-11-13 HWKN HAWKINS INC59.1K shares0.00%2025-09-302025-11-13 SITM SITIME CORP35.0K shares-22.22%2025-09-302025-11-13 CSW CSW INDUSTRIALS INC40.0K shares0.00%2025-09-302025-11-13 ALRM ALARM COM HLDGS INC164.3K shares-7.49%2025-09-302025-11-13 EXPO EXPONENT INC121.6K shares0.00%2025-09-302025-11-13 MSCI MSCI INC14.3K shares12.55%2025-09-302025-11-13 FCN FTI CONSULTING INC50.0K shares0.00%2025-09-302025-11-13 GGG GRACO INC90.0K shares0.00%2025-09-302025-11-13 TW TRADEWEB MKTS INC65.0K shares23.81%2025-09-302025-11-13 BRKR BRUKER CORP220.6K shares-29.00%2025-09-302025-11-13 EGP EASTGROUP PPTYS INC37.0K sharesnew addition2025-09-302025-11-13 FSS FEDERAL SIGNAL CORP41.3K shares-5.92%2025-09-302025-11-13 FORM FORMFACTOR INC125.0K shares0.00%2025-09-302025-11-13 STVN STEVANATO GROUP S P A175.0K shares0.00%2025-09-302025-11-13 ENTG ENTEGRIS INC48.6K shares-18.18%2025-09-302025-11-13 BRBR BELLRING BRANDS INC110.0K shares0.00%2025-09-302025-11-13 MIR MIRION TECHNOLOGIES INC171.6K sharesnew addition2025-09-302025-11-13 WMS ADVANCED DRAIN SYS INC DEL26.6K shares-29.63%2025-09-302025-11-13 ERII ENERGY RECOVERY INC205.6K shares0.00%2025-09-302025-11-13 HQY HEALTHEQUITY INC32.9K shares17.08%2025-09-302025-11-13 CGNX COGNEX CORP66.3K shares-39.83%2025-09-302025-11-13 TRNS TRANSCAT INC40.0K shares0.00%2025-09-302025-11-13 DOCS DOXIMITY INC32.2K sharesnew addition2025-09-302025-11-13 BMI BADGER METER INC12.0K shares-31.82%2025-09-302025-11-13 OLED UNIVERSAL DISPLAY CORP14.0K shares0.00%2025-09-302025-11-13 MASI MASIMO CORP13.0K shares-43.31%2025-09-302025-11-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available