Montanaro Asset Management Ltd Top Holdings and 13F Report (2025) About Montanaro Asset Management LtdInvestment ActivityMontanaro Asset Management Ltd has $484.42 million in total holdings as of December 31, 2024.Montanaro Asset Management Ltd owns shares of 47 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 8.82% of the portfolio was purchased this quarter.About 16.42% of the portfolio was sold this quarter.This quarter, Montanaro Asset Management Ltd has purchased 47 new stocks and bought additional shares in 12 stocks.Montanaro Asset Management Ltd sold shares of 26 stocks and completely divested from 3 stocks this quarter.Largest Holdings Tyler Technologies $30,192,870Bruker $25,027,809Bio-Techne $23,949,975Trex $21,806,577Manhattan Associates $20,792,266 Largest New Holdings this Quarter Graco $7,586,100 HoldingBellRing Brands $7,534,000 HoldingHawkins $1,840,050 Holding Largest Purchases this Quarter Manhattan Associates 50,340 shares (about $13.60M)Graco 90,000 shares (about $7.59M)BellRing Brands 100,000 shares (about $7.53M)Stride 28,500 shares (about $2.96M)FTI Consulting 15,000 shares (about $2.87M) Largest Sales this Quarter Houlihan Lokey 56,000 shares (about $9.72M)ICON Public 42,650 shares (about $8.94M)Nova 34,400 shares (about $6.78M)ANSYS 19,050 shares (about $6.43M)Tyler Technologies 7,600 shares (about $4.38M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMontanaro Asset Management Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTYLTyler Technologies$30,192,870$4,382,464 ▼-12.7%52,3606.2%Computer and TechnologyBRKRBruker$25,027,809$1,146,021 ▼-4.4%426,9505.2%Computer and TechnologyTECHBio-Techne$23,949,975$684,285 ▲2.9%332,5004.9%MedicalTREXTrex$21,806,577$441,792 ▼-2.0%315,9004.5%ConstructionMANHManhattan Associates$20,792,266$13,603,882 ▲189.2%76,9404.3%Computer and TechnologyLRNStride$19,071,155$2,962,005 ▲18.4%183,5003.9%Consumer DiscretionaryBCPCBalchem$17,521,963$3,308,799 ▼-15.9%107,5003.6%Basic MaterialsBSYBentley Systems$17,429,187$1,952,060 ▲12.6%373,2163.6%Computer and TechnologyAWKAmerican Water Works$17,241,865$3,908,986 ▼-18.5%138,5003.6%UtilitiesHLIHoulihan Lokey$16,497,700$9,724,960 ▼-37.1%95,0003.4%FinanceANSSANSYS$15,264,183$6,426,137 ▼-29.6%45,2503.2%Computer and TechnologyEXPOExponent$14,995,530$997,920 ▼-6.2%168,3003.1%Business ServicesNVMINova$14,959,928$6,775,080 ▼-31.2%75,9583.1%Computer and TechnologyALRMAlarm.com$14,488,640$875,520 ▲6.4%238,3003.0%IndustrialsVEEVVeeva Systems$13,067,038$3,805,525 ▼-22.6%62,1502.7%MedicalCSWICSW Industrials$12,348,000$3,528,000 ▼-22.2%35,0002.5%Basic MaterialsROLRollins$11,865,600$370,800 ▲3.2%256,0002.4%ConstructionPOWIPower Integrations$11,701,652$949,933 ▼-7.5%189,6542.4%Computer and TechnologyBMIBadger Meter$11,337,814$3,096,952 ▼-21.5%53,4502.3%Computer and TechnologyMSCIMSCI$10,200,170$960,016 ▼-8.6%17,0002.1%FinanceSITMSiTime$9,842,636$31,107 ▼-0.3%45,8802.0%Computer and TechnologyIEXIDEX$9,418,050$1,967,326 ▼-17.3%45,0001.9%IndustrialsENTGEntegris$9,172,956$1,745,536 ▼-16.0%92,6001.9%Computer and TechnologyTMDXTransMedics Group$8,731,182$1,421,580 ▲19.4%140,0351.8%MedicalFCNFTI Consulting$8,600,850$2,866,950 ▲50.0%45,0001.8%Business ServicesCGNXCognex$8,346,415$1,780,449 ▼-17.6%232,7501.7%Computer and TechnologyWMSAdvanced Drainage Systems$7,826,120$1,814,920 ▼-18.8%67,7001.6%ConstructionMASIMasimo$7,686,450$1,520,760 ▼-16.5%46,5001.6%MedicalGGGGraco$7,586,100$7,586,100 ▲New Holding90,0001.6%IndustrialsBRBRBellRing Brands$7,534,000$7,534,000 ▲New Holding100,0001.6%MedicalFNFabrinet$7,480,318$1,589,732 ▼-17.5%34,0201.5%Computer and TechnologyPCTYPaylocity$6,981,4500.0%35,0001.4%Computer and TechnologyICLRICON Public$6,647,807$8,944,132 ▼-57.4%31,7001.4%MedicalERIIEnergy Recovery$6,209,280$1,081,920 ▼-14.8%422,4001.3%IndustrialsTWTradeweb Markets$5,629,560$523,680 ▲10.3%43,0001.2%FinanceOLEDUniversal Display$5,593,612$3,655,000 ▼-39.5%38,2601.2%Computer and TechnologyFORMFormFactor$5,067,084$38,280 ▲0.8%115,1611.0%Computer and TechnologyTRNSTranscat$4,229,6000.0%40,0000.9%Computer and TechnologySTVNStevanato Group$3,917,8420.0%179,8000.8%MedicalPAYCPaycom Software$3,469,117$409,940 ▲13.4%16,9250.7%Computer and TechnologyHWKNHawkins$1,840,050$1,840,050 ▲New Holding15,0000.4%Basic MaterialsFOXFFox Factory$1,664,8500.0%55,0000.3%Auto/Tires/TrucksAXONAxon Enterprise$416,024$44,574 ▼-9.7%7000.1%AerospaceGLOBGlobant$316,2700.0%1,4750.1%Computer and TechnologyPSTGPure Storage$225,141$37,779 ▲20.2%3,6650.0%Computer and TechnologyZSZscaler$144,3280.0%8000.0%Computer and TechnologyAEHRAehr Test Systems$80,656$64,857 ▼-44.6%4,8500.0%Computer and TechnologySEDGSolarEdge Technologies$0$2,709,108 ▼-100.0%00.0%EnergyINMDInMode$0$1,695,000 ▼-100.0%00.0%MedicalTTGTTechTarget$0$1,467,000 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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