Montanaro Asset Management Ltd
Montanaro Asset Management Ltd reported 42 positions worth $317.2M as of June 30, 2026 (13F filed August 12, 2026). Largest holding: NVMI (5.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | NVMI | SH | $18.7M | 5.89% | 34,380 | — | — | |
| ▸ 2 | WTS | SH | $18.0M | 5.69% | 46,100 | — | — | |
| ▸ 3 | EGP | SH | $16.1M | 5.06% | 79,318 | — | — | |
| ▸ 4 | FSS | SH | $15.7M | 4.96% | 122,531 | — | — | |
| ▸ 5 | VMI | SH | $14.9M | 4.71% | 25,850 | — | — | |
| ▸ 6 | BCPC | SH | $14.8M | 4.66% | 87,518 | — | — | |
| ▸ 7 | SITM | SH | $11.9M | 3.76% | 16,000 | — | — | |
| ▸ 8 | BSY | SH | $11.4M | 3.59% | 380,833 | — | — | |
| ▸ 9 | CSW | SH | $11.3M | 3.57% | 40,705 | — | — | |
| ▸ 10 | HLI | SH | $11.1M | 3.51% | 82,934 | — | — |
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Frequently Asked Questions
What stocks does Montanaro Asset Management Ltd hold as of Q2 2026?
Montanaro Asset Management Ltd reported 42 positions worth $317.2M in its Q2 2026 13F filing. Largest positions: NVMI (5.9%), WTS (5.7%), EGP (5.1%), FSS (5.0%) and VMI (4.7%).
What did Montanaro Asset Management Ltd buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Montanaro Asset Management Ltd sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.