Montanaro Asset Management Ltd
Q2 2026 13F filing
Updated 29 days ago42 disclosed positions worth $317.2M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A ASMLF NOVA LTD | $18.7M | 34.4K | 5.89% | — |
| 2 | W WTS WATTS WATER TECHNOLOGIES INC | $18M | 46.1K | 5.69% | — |
| 3 | E EGP EASTGROUP PPTYS INC | $16.1M | 79.3K | 5.06% | — |
| 4 | F FSS FEDERAL SIGNAL CORP | $15.7M | 122.5K | 4.96% | — |
| 5 | V VMI VALMONT INDS INC | $14.9M | 25.9K | 4.71% | — |
| 6 | B BCPC BALCHEM CORP | $14.8M | 87.5K | 4.66% | — |
| 7 | S SITM SITIME CORP | $11.9M | 16.0K | 3.76% | — |
| 8 | B BSY BENTLEY SYS INC | $11.4M | 380.8K | 3.59% | — |
| 9 | C CSW CSW INDUSTRIALS INC | $11.3M | 40.7K | 3.57% | — |
| 10 | H HLI HOULIHAN LOKEY INC | $11.1M | 82.9K | 3.51% | — |
| 11 | A AWK AMERICAN WTR WKS CO INC NEW | $11.1M | 84.1K | 3.49% | — |
| 12 | A AYI ACUITY INC | $10.9M | 28.9K | 3.44% | — |
| 13 | E ENTG ENTEGRIS INC | $10.7M | 59.5K | 3.37% | — |
| 14 | E EXPO EXPONENT INC | $10.5M | 179.1K | 3.32% | — |
| 15 | M MANH MANHATTAN ASSOCIATES INC | $9.4M | 67.8K | 2.98% | — |
| 16 | T TECH BIO-TECHNE CORP | $8.9M | 126.3K | 2.81% | — |
| 17 | L LRN STRIDE INC | $8.4M | 97.2K | 2.64% | — |
| 18 | S SXT SENSIENT TECHNOLOGIES CORP | $8.1M | 65.5K | 2.55% | — |
| 19 | V VEEV VEEVA SYS INC | $7.6M | 43.1K | 2.41% | — |
| 20 | M MIR MIRION TECHNOLOGIES INC | $7.5M | 418.6K | 2.37% | — |
| 21 | R ROL ROLLINS INC | $6.3M | 151.3K | 1.99% | — |
| 22 | M MSCI MSCI INC | $6.2M | 11.0K | 1.94% | — |
| 23 | F FN FABRINET | $5.6M | 10.0K | 1.77% | — |
| 24 | A ALRM ALARM COM HLDGS INC | $5.2M | 111.2K | 1.64% | — |
| 25 | M MDA MDA SPACE LTD | $5M | 121.6K | 1.58% | — |
| 26 | H HQY HEALTHEQUITY INC | $4.3M | 47.4K | 1.35% | — |
| 27 | H HWKN HAWKINS INC | $4.2M | 29.8K | 1.34% | — |
| 28 | C CLH CLEAN HARBORS INC | $4M | 13.5K | 1.27% | — |
| 29 | T TW TRADEWEB MKTS INC | $3.9M | 39.5K | 1.24% | — |
| 30 | G GGG GRACO INC | $3.8M | 50.0K | 1.19% | — |
| 31 | B BELFB BEL FUSE INC | $3.7M | 11.0K | 1.16% | — |
| 32 | K KGS KODIAK GAS SVCS INC | $3.4M | 45.0K | 1.07% | — |
| 33 | H HXL HEXCEL CORP NEW | $3.4M | 33.7K | 1.06% | — |
| 34 | T TRNS TRANSCAT INC | $3M | 32.1K | 0.94% | — |
| 35 | S SNEX STONEX GROUP INC | $2.9M | 24.1K | 0.90% | — |
| 36 | W WMS ADVANCED DRAIN SYS INC DEL | $2.8M | 17.9K | 0.89% | — |
| 37 | T TTEK TETRA TECH INC NEW | $2.7M | 91.8K | 0.84% | — |
| 38 | S STVN STEVANATO GROUP S P A | $2.5M | 140.5K | 0.80% | — |
| 39 | U UTI UNIVERSAL TECHNICAL INST INC | $2.3M | 54.1K | 0.73% | — |
| 40 | E ESE ESCO TECHNOLOGIES INC | $1.8M | 5.0K | 0.55% | — |
| 41 | K KNSL KINSALE CAP GROUP INC | $1.6M | 4.8K | 0.49% | — |
| 42 | B BMI BADGER METER INC | $1.5M | 10.3K | 0.48% | — |