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Montanaro Asset Management LTD
Montanaro Asset Management is an independent investment boutique focused exclusively on quoted Small & MidCap equities. They apply a long-term 'Quality Growth' investment approach and emphasize ESG factors in their analysis.
Investment Strategy
Quality Growth investor focusing on sustainable companies through ESG analysis and active ownership
Latest 13F Filing Activity
Montanaro Asset Management LTD filed their most recent 13F report on Jun 30, 2025 disclosing 38 equity positions with a total 13F market value of $388M. The fund increased holdings in Bentley SYS Inc., Paycom Software Inc., Nova LTD among other positions. Montanaro Asset Management LTD reduced exposure to Paylocity HLDG Corp., Power Integrations Inc., Bellring Brands Inc. among others.
Top Holdings
Equity Positions (38)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BSY | BENTLEY SYS INC | 6.08% | $23.6M | 436,900 | $48.94 | $53.97 | +$11.4M |
T TYL | TYLER TECHNOLOGIES INC | 5.82% | $22.6M | 38,075 | $434.56 | $592.84 | -$1.5M |
N NVMI | NOVA LTD | 5.10% | $19.8M | 71,830 | $119.38 | $275.20 | +$7.9M |
L LRN | STRIDE INC | 4.49% | $17.4M | 120,000 | $76.72 | $145.19 | -$363.1K |
T TMDX | TRANSMEDICS GROUP INC | 4.35% | $16.9M | 125,936 | $80.40 | $134.01 | +$6.5M |
Industry Allocation
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