Montanaro Asset Management LTD Portfolio Holdings

Montanaro Asset Management LTD

  • $388 Million
  • Q2 2025

Montanaro Asset Management LTD has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $388 Million distributed in 39 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Bentley Systems Inc with a value of $23.6M, Tyler Technologies Inc with a value of $22.6M, Nova Ltd. with a value of $19.8M, Stride, Inc. with a value of $17.4M, and Trans Medics Group, Inc. with a value of $16.9M.

Examining the 13F form we can see an increase of $47M in the current position value, from $341M to 388M.

Below you can find more details about Montanaro Asset Management LTD portfolio as well as his latest detailed transactions.

Portfolio value $388 Million
Technology: $153 Million
Industrials: $67.8 Million
Healthcare: $66.2 Million
Financial Services: $29.6 Million
Consumer Defensive: $23.8 Million
Basic Materials: $20.2 Million
Consumer Cyclical: $15 Million
Utilities: $12 Million
Other: $0

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.98B
$15.2 Million 3.91% of portfolio
294,950
Q2 2025 Added 14.95%
$604M
$3.44 Million 0.89% of portfolio
40,000
Q2 2024 Added 264.7%
$817M
$2.63 Million 0.68% of portfolio
205,560
Q2 2025 Reduced 5.14%

Summary

  • Portfolio
  • No. of Stocks 39
  • Current Value $388 Million
  • Prior Value $341 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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