Montanaro Asset Management Ltd
LONDON X0 · SEC CIK 0001831133
$3.17亿2026Q2 申报市值
42持仓数
45.4%前十大占比 · 第一大 5.9%
5 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
AYI 新建仓+$1,090.43万
SXT 新建仓+$807.55万
WTS 加仓+$767.24万
VMI 加仓+$372.55万
BELFB 新建仓+$366.34万
2026Q2 卖出最多 按季末市值估算
TECH 减仓-$1,516.96万
TYL 清仓-$935.55万
FCN 清仓-$883.85万
TMDX 清仓-$782.74万
NVMI 减仓-$746.54万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| NVMI | NOVA LTD | $1,866.63万 | 5.89% | 34,380 | -13,750 | -28.6% | -$746.54万 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $1,804.58万 | 5.69% | 46,100 | 19,600 | 74.0% | $767.24万 | 加仓 |
| EGP | EASTGROUP PPTYS INC | $1,606.43万 | 5.06% | 79,318 | 3,718 | 4.9% | $75.30万 | 加仓 |
| FSS | FEDERAL SIGNAL CORP | $1,574.40万 | 4.96% | 122,531 | -569 | -0.5% | -$7.31万 | 减仓 |
| VMI | VALMONT INDS INC | $1,493.10万 | 4.71% | 25,850 | 6,450 | 33.2% | $372.55万 | 加仓 |
| BCPC | BALCHEM CORP | $1,478.62万 | 4.66% | 87,518 | -11,182 | -11.3% | -$188.92万 | 减仓 |
| SITM | SITIME CORP | $1,192.90万 | 3.76% | 16,000 | -9,000 | -36.0% | -$671.00万 | 减仓 |
| BSY | BENTLEY SYS INC | $1,138.31万 | 3.59% | 380,833 | -19,467 | -4.9% | -$58.19万 | 减仓 |
| CSW | CSW INDUSTRIALS INC | $1,132.82万 | 3.57% | 40,705 | -9,095 | -18.3% | -$253.11万 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $1,112.39万 | 3.51% | 82,934 | -15,316 | -15.6% | -$205.43万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $1,107.11万 | 3.49% | 84,140 | -5,700 | -6.3% | -$75.00万 | 减仓 |
| AYI | ACUITY INC | $1,090.43万 | 3.44% | 28,950 | 28,950 | — | $1,090.43万 | 新建仓 |
| ENTG | ENTEGRIS INC | $1,070.17万 | 3.37% | 59,500 | -22,400 | -27.4% | -$402.89万 | 减仓 |
| EXPO | EXPONENT INC | $1,052.33万 | 3.32% | 179,089 | -12,711 | -6.6% | -$74.69万 | 减仓 |
| MANH | MANHATTAN ASSOCIATES INC | $943.63万 | 2.98% | 67,765 | -11,545 | -14.6% | -$160.76万 | 减仓 |
| TECH | BIO-TECHNE CORP | $892.56万 | 2.81% | 126,335 | -214,715 | -63.0% | -$1,516.96万 | 减仓 |
| LRN | STRIDE INC | $838.68万 | 2.64% | 97,249 | -28,051 | -22.4% | -$241.91万 | 减仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $807.55万 | 2.55% | 65,500 | 65,500 | — | $807.55万 | 新建仓 |
| VEEV | VEEVA SYS INC | $764.90万 | 2.41% | 43,100 | 7,100 | 19.7% | $126.00万 | 加仓 |
| MIR | MIRION TECHNOLOGIES INC | $750.63万 | 2.37% | 418,646 | 113,346 | 37.1% | $203.23万 | 加仓 |
| ROL | ROLLINS INC | $631.59万 | 1.99% | 151,315 | -51,685 | -25.5% | -$215.73万 | 减仓 |
| MSCI | MSCI INC | $616.04万 | 1.94% | 11,000 | -4,650 | -29.7% | -$260.42万 | 减仓 |
| FN | FABRINET | $562.08万 | 1.77% | 10,000 | -10,000 | -50.0% | -$562.08万 | 减仓 |
| ALRM | ALARM COM HLDGS INC | $519.51万 | 1.64% | 111,197 | -30,503 | -21.5% | -$142.51万 | 减仓 |
| MDA | MDA SPACE LTD | $502.16万 | 1.58% | 121,600 | -12,500 | -9.3% | -$51.62万 | 减仓 |
| HQY | HEALTHEQUITY INC | $428.12万 | 1.35% | 47,400 | -3,400 | -6.7% | -$30.71万 | 减仓 |
| HWKN | HAWKINS INC | $423.46万 | 1.34% | 29,800 | -30,000 | -50.2% | -$426.30万 | 减仓 |
| CLH | CLEAN HARBORS INC | $403.31万 | 1.27% | 13,500 | 9,900 | 275.0% | $295.76万 | 加仓 |
| TW | TRADEWEB MKTS INC | $393.66万 | 1.24% | 39,500 | -13,650 | -25.7% | -$136.04万 | 减仓 |
| GGG | GRACO INC | $378.05万 | 1.19% | 50,000 | -60,000 | -54.5% | -$453.66万 | 减仓 |
| BELFB | BEL FUSE INC | $366.34万 | 1.16% | 11,000 | 11,000 | — | $366.34万 | 新建仓 |
| KGS | KODIAK GAS SVCS INC | $338.08万 | 1.07% | 45,000 | 45,000 | — | $338.08万 | 新建仓 |
| HXL | HEXCEL CORP NEW | $337.30万 | 1.06% | 33,710 | -8,290 | -19.7% | -$82.95万 | 减仓 |
| TRNS | TRANSCAT INC | $297.84万 | 0.94% | 32,105 | -7,895 | -19.7% | -$73.24万 | 减仓 |
| SNEX | STONEX GROUP INC | $285.34万 | 0.90% | 24,079 | -5,921 | -19.7% | -$70.16万 | 减仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $280.96万 | 0.89% | 17,900 | 7,100 | 65.7% | $111.44万 | 加仓 |
| TTEK | TETRA TECH INC NEW | $265.21万 | 0.84% | 91,800 | 20,300 | 28.4% | $58.65万 | 加仓 |
| STVN | STEVANATO GROUP S P A | $253.81万 | 0.80% | 140,459 | -34,541 | -19.7% | -$62.42万 | 减仓 |
| UTI | UNIVERSAL TECHNICAL INST INC | $231.25万 | 0.73% | 54,068 | -12,600 | -18.9% | -$53.89万 | 减仓 |
| ESE | ESCO TECHNOLOGIES INC | $175.02万 | 0.55% | 5,000 | 5,000 | — | $175.02万 | 新建仓 |
| KNSL | KINSALE CAP GROUP INC | $156.89万 | 0.49% | 4,757 | 300 | 6.7% | $9.89万 | 加仓 |
| BMI | BADGER METER INC | $152.83万 | 0.48% | 10,300 | 3,000 | 41.1% | $44.51万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $0 | 0.00% | 0 | -27,325 | -100.0% | -$935.55万 | 清仓 |
| FCN | FTI CONSULTING INC | $0 | 0.00% | 0 | -50,000 | -100.0% | -$883.85万 | 清仓 |
| TMDX | TRANSMEDICS GROUP INC | $0 | 0.00% | 0 | -78,739 | -100.0% | -$782.74万 | 清仓 |
| BRBR | BELLRING BRANDS INC | $0 | 0.00% | 0 | -140,000 | -100.0% | -$225.26万 | 清仓 |
| DOCS | DOXIMITY INC | $0 | 0.00% | 0 | -45,300 | -100.0% | -$105.55万 | 清仓 |