Skip to content
Disclosery

13F-HR filed by Montanaro Asset Management Ltd

Montanaro Asset Management Ltd filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-03-10, with 41 holding rows worth $358,838,232.

Accession
0001831133-26-000001
Filer
CIK 1831133
Filed
2026-03-10
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 41 entries on the cover page, a total value of $358,838,232 stated on the cover page (in dollars after the unit check, H1), rows summing to $358,838,232 with VALUE read as dollars as filed, 13F file number 028-20840. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
NOVA LTD COMM7516K103Stock63,630$20,895,456dollars as filed
BIO-TECHNE CORP09073M104COM346,450$20,374,725dollars as filed
ROLLINS INC COM775711104Stock305,000$18,306,100dollars as filed
BENTLEY SYS INC COM CL B08265T208Stock461,409$17,609,674dollars as filed
HOULIHAN LOKEY INC CL A441593100Stock97,650$17,009,654dollars as filed
MANHATTAN ASSOCIATES INC COM562750109Stock94,910$16,448,852dollars as filed
BALCHEM CORP057665200COM101,300$15,535,368dollars as filed
TYLER TECHNOLOGIES INC COM902252105Stock30,275$13,743,336dollars as filed
CSW INDUSTRIALS INC126402106COM46,200$13,561,086dollars as filed
FABRINET SHSG3323L100Stock27,500$12,520,200dollars as filed
TRANSMEDICS GROUP INC89377M109COM101,939$12,400,879dollars as filed
SITIME CORP COM82982T106Stock35,000$12,361,650dollars as filed
AMERICAN WTR WKS CO INC NEW COM030420103Stock90,240$11,776,320dollars as filed
TREX CO INC89531P105COM302,462$10,610,367dollars as filed
HAWKINS INC420261109COM65,900$9,361,754dollars as filed
VEEVA SYS INC CL A COM922475108Stock39,600$8,839,908dollars as filed
ENTEGRIS INC COM29362U104Stock104,700$8,820,975dollars as filed
MSCI INC COM55354G100Stock15,150$8,692,010dollars as filed
FTI CONSULTING INC302941109COM50,000$8,541,500dollars as filed
EASTGROUP PPTYS INC277276101COM47,600$8,479,464dollars as filed
EXPONENT INC30214U102COM120,500$8,369,930dollars as filed
BRUKER CORP116794108COM173,500$8,173,585dollars as filed
PAYCOMSOFTWAREINC70432V102STOK50,500$8,047,680dollars as filed
ALARM COM HLDGS INC COM011642105Stock150,100$7,658,102dollars as filed
TRADEWEB MKTS INC CL A892672106Stock69,500$7,474,030dollars as filed
FEDERAL SIGNAL CORP313855108COM68,500$7,438,415dollars as filed
GRACO INC COM384109104Stock90,000$7,377,300dollars as filed
STRIDE INC86333M108COM108,000$7,012,440dollars as filed
MIRION TECHNOLOGIES INC60471A101COM CL A255,400$5,981,468dollars as filed
STEVANATO GROUP S P A ORD SHST9224W109Stock175,000$3,521,000dollars as filed
HEALTHEQUITY INC COM42226A107Stock37,200$3,407,892dollars as filed
BELLRING BRANDS INC COMMON STOCK07831C103Stock110,000$2,940,300dollars as filed
ADVANCED DRAIN SYS INC DEL COM00790R104Stock16,300$2,360,729dollars as filed
TRANSCAT INC893529107COM40,000$2,269,200dollars as filed
BADGER METER INC COM056525108Stock12,000$2,092,920dollars as filed
DOXIMITY INC CL A26622P107Stock41,200$1,824,336dollars as filed
ENERGY RECOVERY INC29270J100COM128,160$1,728,878dollars as filed
COGNEX CORP192422103COM42,012$1,511,592dollars as filed
UNIVERSAL DISPLAY CORP91347P105COM12,900$1,506,462dollars as filed
UNIVERSAL TECHNICAL INST INC913915104COM44,300$1,157,559dollars as filed
KINSALECAPGROUPINC49714P108STOK2,800$1,095,136dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001831133-26-000001this filing2026-03-10acceptance time not in the bulk data set