Montanaro Asset Management Ltd 13F 持仓 · 2026年Q2
Montanaro Asset Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 42 只证券，申报市值合计 3.17 亿美元。前几大持仓：NVMI（5.89%）、WTS（5.69%）、EGP（5.06%）。本季前 25 大持仓中：新建仓 2 只、增持 5 只、减持 18 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVMI | NOVA LTD | $18.7M | 5.89% | 34,380 | 减持 |
| 2 | WTS | WATTS WATER TECHNOLOGIES INC | $18.0M | 5.69% | 46,100 | 增持 |
| 3 | EGP | EASTGROUP PPTYS INC | $16.1M | 5.06% | 79,318 | 增持 |
| 4 | FSS | FEDERAL SIGNAL CORP | $15.7M | 4.96% | 122,531 | 减持 |
| 5 | VMI | VALMONT INDS INC | $14.9M | 4.71% | 25,850 | 增持 |
| 6 | BCPC | BALCHEM CORP | $14.8M | 4.66% | 87,518 | 减持 |
| 7 | SITM | SITIME CORP | $11.9M | 3.76% | 16,000 | 减持 |
| 8 | BSY | BENTLEY SYS INC | $11.4M | 3.59% | 380,833 | 减持 |
| 9 | CSW | CSW INDUSTRIALS INC | $11.3M | 3.57% | 40,705 | 减持 |
| 10 | HLI | HOULIHAN LOKEY INC | $11.1M | 3.51% | 82,934 | 减持 |
| 11 | AWK | AMERICAN WTR WKS CO INC NEW | $11.1M | 3.49% | 84,140 | 减持 |
| 12 | AYI | ACUITY INC | $10.9M | 3.44% | 28,950 | 新建仓 |
| 13 | ENTG | ENTEGRIS INC | $10.7M | 3.37% | 59,500 | 减持 |
| 14 | EXPO | EXPONENT INC | $10.5M | 3.32% | 179,089 | 减持 |
| 15 | MANH | MANHATTAN ASSOCIATES INC | $9.4M | 2.98% | 67,765 | 减持 |
| 16 | TECH | BIO-TECHNE CORP | $8.9M | 2.81% | 126,335 | 减持 |
| 17 | LRN | STRIDE INC | $8.4M | 2.64% | 97,249 | 减持 |
| 18 | SXT | SENSIENT TECHNOLOGIES CORP | $8.1M | 2.55% | 65,500 | 新建仓 |
| 19 | VEEV | VEEVA SYS INC | $7.6M | 2.41% | 43,100 | 增持 |
| 20 | MIR | MIRION TECHNOLOGIES INC | $7.5M | 2.37% | 418,646 | 增持 |
| 21 | ROL | ROLLINS INC | $6.3M | 1.99% | 151,315 | 减持 |
| 22 | MSCI | MSCI INC | $6.2M | 1.94% | 11,000 | 减持 |
| 23 | FN | FABRINET | $5.6M | 1.77% | 10,000 | 减持 |
| 24 | ALRM | ALARM COM HLDGS INC | $5.2M | 1.64% | 111,197 | 减持 |
| 25 | MDA | MDA SPACE LTD | $5.0M | 1.58% | 121,600 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR