Montanaro Asset Management Ltd has filed a Form 13F-HR disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing, signed by Chief Executive Officer Cedric Durant Des Aulnois, lists 40 distinct investment positions held by the firm.
The largest position disclosed in the filing is Acuity Inc Common Stock, for which the firm holds 31,050 shares. Other significant holdings include Bentley Systems Inc Class B (386,383 shares), MDA Space Ltd Common Stock (131,600 shares), and Mirion Technologies Inc Class A (411,646 shares). The filing provides specific share counts for each security, with the total value of the portfolio reaching $28,357,208,707.
The report details the voting and investment power for each holding. For example, Montanaro Asset Management holds sole voting and dispositive power over 26 of the 40 positions listed, while sole dispositive power over the remaining 14 positions. Notable companies with sole dispositive power include Graco Inc, Hawkins Inc, and Healthequity Inc.
