Montanaro Asset Management Ltd
LONDON X0 · SEC CIK 0001831133
$3.34亿2026Q1 申报市值
42持仓数
44.5%前十大占比 · 第一大 6.3%
7 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VMI 新建仓+$775.17万
WTS 新建仓+$769.27万
FSS 加仓+$590.44万
EGP 加仓+$518.25万
EXPO 加仓+$465.23万
2026Q1 卖出最多 按季末市值估算
TREX 清仓-$1,061.04万
BRKR 清仓-$817.36万
PAYC 清仓-$804.77万
NVMI 减仓-$673.13万
ROL 减仓-$544.78万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| TREX | TREX CO INC | $0 | 0.00% | 0 | -302,462 | -100.0% | -$1,061.04万 | 清仓 |
| BRKR | BRUKER CORP | $0 | 0.00% | 0 | -173,500 | -100.0% | -$817.36万 | 清仓 |
| PAYC | PAYCOM SOFTWARE INC | $0 | 0.00% | 0 | -50,500 | -100.0% | -$804.77万 | 清仓 |
| ERII | ENERGY RECOVERY INC | $0 | 0.00% | 0 | -128,160 | -100.0% | -$172.89万 | 清仓 |
| CGNX | COGNEX CORP | $0 | 0.00% | 0 | -42,012 | -100.0% | -$151.16万 | 清仓 |
| OLED | UNIVERSAL DISPLAY CORP | $0 | 0.00% | 0 | -12,900 | -100.0% | -$150.65万 | 清仓 |
| CLH | CLEAN HARBORS INC | $103.22万 | 0.31% | 3,600 | 3,600 | — | $103.22万 | 新建仓 |
| DOCS | DOXIMITY INC | $105.55万 | 0.32% | 45,300 | 4,100 | 10.0% | $9.55万 | 加仓 |
| BMI | BADGER METER INC | $111.22万 | 0.33% | 7,300 | -4,700 | -39.2% | -$71.60万 | 减仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $148.10万 | 0.44% | 10,800 | -5,500 | -33.7% | -$75.42万 | 减仓 |
| KNSL | KINSALE CAP GROUP INC | $152.28万 | 0.46% | 4,457 | 1,657 | 59.2% | $56.61万 | 加仓 |
| TTEK | TETRA TECH INC NEW | $215.36万 | 0.64% | 71,500 | 71,500 | — | $215.36万 | 新建仓 |
| BRBR | BELLRING BRANDS INC | $225.26万 | 0.67% | 140,000 | 30,000 | 27.3% | $48.27万 | 加仓 |
| STVN | STEVANATO GROUP S P A | $240.62万 | 0.72% | 175,000 | 0 | 0.0% | — | 不变 |
| UTI | UNIVERSAL TECHNICAL INST INC | $240.67万 | 0.72% | 66,668 | 22,368 | 50.5% | $80.75万 | 加仓 |
| SNEX | STONEX GROUP INC | $241.95万 | 0.72% | 30,000 | 30,000 | — | $241.95万 | 新建仓 |
| TRNS | TRANSCAT INC | $293.80万 | 0.88% | 40,000 | 0 | 0.0% | — | 不变 |
| MDA | MDA SPACE LTD | $339.69万 | 1.02% | 134,100 | 134,100 | — | $339.69万 | 新建仓 |
| HXL | HEXCEL CORP NEW | $339.91万 | 1.02% | 42,000 | 42,000 | — | $339.91万 | 新建仓 |
| HQY | HEALTHEQUITY INC | $424.54万 | 1.27% | 50,800 | 13,600 | 36.6% | $113.66万 | 加仓 |
| MIR | MIRION TECHNOLOGIES INC | $567.55万 | 1.70% | 305,300 | 49,900 | 19.5% | $92.76万 | 加仓 |
| ALRM | ALARM COM HLDGS INC | $612.00万 | 1.83% | 141,700 | -8,400 | -5.6% | -$36.28万 | 减仓 |
| TW | TRADEWEB MKTS INC | $625.36万 | 1.87% | 53,150 | -16,350 | -23.5% | -$192.37万 | 减仓 |
| VEEV | VEEVA SYS INC | $632.41万 | 1.89% | 36,000 | -3,600 | -9.1% | -$63.24万 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $769.27万 | 2.30% | 26,500 | 26,500 | — | $769.27万 | 新建仓 |
| VMI | VALMONT INDS INC | $775.17万 | 2.32% | 19,400 | 19,400 | — | $775.17万 | 新建仓 |
| TMDX | TRANSMEDICS GROUP INC | $782.74万 | 2.34% | 78,739 | -23,200 | -22.8% | -$230.63万 | 减仓 |
| MSCI | MSCI INC | $843.55万 | 2.52% | 15,650 | 500 | 3.3% | $26.95万 | 加仓 |
| SITM | SITIME CORP | $863.38万 | 2.58% | 25,000 | -10,000 | -28.6% | -$345.35万 | 减仓 |
| FCN | FTI CONSULTING INC | $883.85万 | 2.64% | 50,000 | 0 | 0.0% | — | 不变 |
| HWKN | HAWKINS INC | $918.53万 | 2.75% | 59,800 | -6,100 | -9.3% | -$93.70万 | 减仓 |
| GGG | GRACO INC | $931.15万 | 2.78% | 110,000 | 20,000 | 22.2% | $169.30万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $935.55万 | 2.80% | 27,325 | -2,950 | -9.7% | -$101.00万 | 减仓 |
| ENTG | ENTEGRIS INC | $960.20万 | 2.87% | 81,900 | -22,800 | -21.8% | -$267.31万 | 减仓 |
| FN | FABRINET | $1,043.04万 | 3.12% | 20,000 | -7,500 | -27.3% | -$391.14万 | 减仓 |
| MANH | MANHATTAN ASSOCIATES INC | $1,055.77万 | 3.16% | 79,310 | -15,600 | -16.4% | -$207.67万 | 减仓 |
| ROL | ROLLINS INC | $1,084.22万 | 3.24% | 203,000 | -102,000 | -33.4% | -$544.78万 | 减仓 |
| LRN | STRIDE INC | $1,104.77万 | 3.30% | 125,300 | 17,300 | 16.0% | $152.53万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $1,222.63万 | 3.66% | 89,840 | -400 | -0.4% | -$5.44万 | 减仓 |
| EXPO | EXPONENT INC | $1,251.49万 | 3.74% | 191,800 | 71,300 | 59.2% | $465.23万 | 加仓 |
| CSW | CSW INDUSTRIALS INC | $1,297.69万 | 3.88% | 49,800 | 3,600 | 7.8% | $93.81万 | 加仓 |
| FSS | FEDERAL SIGNAL CORP | $1,331.20万 | 3.98% | 123,100 | 54,600 | 79.7% | $590.44万 | 加仓 |
| EGP | EASTGROUP PPTYS INC | $1,399.28万 | 4.19% | 75,600 | 28,000 | 58.8% | $518.25万 | 加仓 |
| BSY | BENTLEY SYS INC | $1,405.85万 | 4.20% | 400,300 | -61,109 | -13.2% | -$214.61万 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $1,411.07万 | 4.22% | 98,250 | 600 | 0.6% | $8.62万 | 加仓 |
| BCPC | BALCHEM CORP | $1,672.77万 | 5.00% | 98,700 | -2,600 | -2.6% | -$44.06万 | 减仓 |
| TECH | BIO-TECHNE CORP | $1,782.33万 | 5.33% | 341,050 | -5,400 | -1.6% | -$28.22万 | 减仓 |
| NVMI | NOVA LTD | $2,090.19万 | 6.25% | 48,130 | -15,500 | -24.4% | -$673.13万 | 减仓 |