Montanaro Asset Management Ltd Q4 2025 Filing
Filed March 10, 2026
Portfolio Value
$358.8B
Holdings
41
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (41 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVMINOVA LTD | 63,630 | $20.9B | 5.82% | |
| 2 | TECHBIO-TECHNE CORP | 346,450 | $20.4B | 5.68% | |
| 3 | ROLROLLINS INC | 305,000 | $18.3B | 5.10% | |
| 4 | BSYBENTLEY SYS INC | 461,409 | $17.6B | 4.91% | |
| 5 | HLIHOULIHAN LOKEY INC | 97,650 | $17.0B | 4.74% | |
| 6 | MANHMANHATTAN ASSOCIATES INC | 94,910 | $16.4B | 4.58% | |
| 7 | BCPCBALCHEM CORP | 101,300 | $15.5B | 4.33% | |
| 8 | TYLTYLER TECHNOLOGIES INC | 30,275 | $13.7B | 3.83% | |
| 9 | CSWCSW INDUSTRIALS INC | 46,200 | $13.6B | 3.78% | |
| 10 | FNFABRINET | 27,500 | $12.5B | 3.49% | |
| 11 | TMDXTRANSMEDICS GROUP INC | 101,939 | $12.4B | 3.46% | |
| 12 | SITMSITIME CORP | 35,000 | $12.4B | 3.44% | |
| 13 | AWCAMERICAN WTR WKS CO INC NEW | 90,240 | $11.8B | 3.28% | |
| 14 | TREXTREX CO INC | 302,462 | $10.6B | 2.96% | |
| 15 | HWKNHAWKINS INC | 65,900 | $9.4B | 2.61% | |
| 16 | VEEVVEEVA SYS INC | 39,600 | $8.8B | 2.46% | |
| 17 | ENQENTEGRIS INC | 104,700 | $8.8B | 2.46% | |
| 18 | MSCIMSCI INC | 15,150 | $8.7B | 2.42% | |
| 19 | FCNFTI CONSULTING INC | 50,000 | $8.5B | 2.38% | |
| 20 | EGPEASTGROUP PPTYS INC | 47,600 | $8.5B | 2.36% | |
| 21 | EXPOEXPONENT INC | 120,500 | $8.4B | 2.33% | |
| 22 | BRKRBRUKER CORP | 173,500 | $8.2B | 2.28% | |
| 23 | PAYCPAYCOM SOFTWARE INC | 50,500 | $8.0B | 2.24% | |
| 24 | ALRMALARM COM HLDGS INC | 150,100 | $7.7B | 2.13% | |
| 25 | TWTRADEWEB MKTS INC | 69,500 | $7.5B | 2.08% | |
| 26 | FSSFEDERAL SIGNAL CORP | 68,500 | $7.4B | 2.07% | |
| 27 | GGGGRACO INC | 90,000 | $7.4B | 2.06% | |
| 28 | LRNSTRIDE INC | 108,000 | $7.0B | 1.95% | |
| 29 | MIRMIRION TECHNOLOGIES INC | 255,400 | $6.0B | 1.67% | |
| 30 | STVNSTEVANATO GROUP S P A | 175,000 | $3.5B | 0.98% | |
| 31 | HQYHEALTHEQUITY INC | 37,200 | $3.4B | 0.95% | |
| 32 | BRBRBELLRING BRANDS INC | 110,000 | $2.9B | 0.82% | |
| 33 | WMSADVANCED DRAIN SYS INC DEL | 16,300 | $2.4B | 0.66% | |
| 34 | TRNSTRANSCAT INC | 40,000 | $2.3B | 0.63% | |
| 35 | BMIBADGER METER INC | 12,000 | $2.1B | 0.58% | |
| 36 | DOCSDOXIMITY INC | 41,200 | $1.8B | 0.51% | |
| 37 | ERIIENERGY RECOVERY INC | 128,160 | $1.7B | 0.48% | |
| 38 | CGNXCOGNEX CORP | 42,012 | $1.5B | 0.42% | |
| 39 | OLEDUNIVERSAL DISPLAY CORP | 12,900 | $1.5B | 0.42% | |
| 40 | UTIUNIVERSAL TECHNICAL INST INC | 44,300 | $1.2B | 0.32% | |
| 41 | KNSLKINSALE CAP GROUP INC | 2,800 | $1.1B | 0.31% |