13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001831133
申报总市值
US$3.2亿
US$3.2亿
42 檔
26.4%
在 Q1 2026 申报期间，Montanaro Asset Management Ltd（CIK: 0001831133）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$3.2亿，共持有 42 个公开申报仓位。
Montanaro Asset Management Ltd 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 7 个全新仓位及加仓 14 档持股的同时，亦同步清仓 6 档并减仓 18 档标的。
在资产配置集中度方面，Montanaro Asset Management Ltd 的前 5 大核心持股（包含 NVMI, TECH, BCPC 等）合计占整体申报市值的 26.4%，反映机构在主要关键仓位上的权重分布。
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVMI | Nova Ltd. | 股票-其他 | 6.25% | -0.36% | -24.36% | |
| 2 | TECH | Bio-techne CORP | 股票-医疗保健 | 5.33% | -2.52% | -1.56% | |
| 3 | BCPC | Balchem CORP | 股票-原材料 | 5.00% | -0.34% | -2.57% | |
| 4 | HLI | Houlihan Lokey Inc | 股票-金融 | 4.22% | -0.71% | +0.61% | |
| 5 | BSY | Bentley Systems Inc-class B | 股票-科技 | 4.20% | -0.61% | -13.24% | |
| 6 | EGP | Eastgroup Properties Inc | 股票-房地产 | 4.19% | +0.87% | +58.82% | |
| 7 | FSS | Federal Signal CORP | 股票-工业 | 3.98% | +0.98% | +79.71% | |
| 8 | CSW | Csw Industrials Inc | 股票-工业 | 3.88% | -0.31% | +7.79% | |
| 9 | EXPO | Exponent Inc | 股票-工业 | 3.74% | -0.42% | +59.17% | |
| 10 | AWK | American Water Works Co Inc | 股票-公用事业 | 3.66% | -0.17% | -0.44% | |
| 11 | LRN | Stride Inc | 股票-非周期性消费 | 3.30% | -0.66% | +16.02% | |
| 12 | ROL | Rollins Inc | 股票-周期性消费 | 3.24% | -1.25% | -33.44% | |
| 13 | MANH | Manhattan Associates Inc | 股票-科技 | 3.16% | -0.18% | -16.44% | |
| 14 | FN | Fabrinet | 股票-科技 | 3.12% | -1.35% | -27.27% | |
| 15 | ENTG | Entegris Inc | 股票-科技 | 2.87% | +0.50% | -21.78% | |
| 16 | TYL | Tyler Technologies Inc | 股票-科技 | 2.80% | -2.80% | EXIT | |
| 17 | GGG | Graco Inc | 股票-工业 | 2.78% | -1.59% | +22.22% | |
| 18 | HWKN | Hawkins Inc | 股票-其他 | 2.75% | -1.41% | -9.26% | |
| 19 | FCN | Fti Consulting Inc | 股票-工业 | 2.64% | -2.64% | EXIT | |
| 20 | SITM | Sitime CORP | 股票-科技 | 2.58% | +1.18% | -28.57% | |
| 21 | MSCI | Msci Inc | 股票-金融 | 2.52% | -0.58% | +3.30% | |
| 22 | TMDX | Transmedics Group Inc | 股票-医疗保健 | 2.34% | -2.34% | EXIT | |
| 23 | VMI | Valmont Industries | 股票-工业 | 2.32% | +2.39% | — | |
| 24 | WTS | Watts Water Technologies-a | 股票-工业 | 2.30% | +3.39% | — | |
| 25 | VEEV | Veeva Systems Inc-class A | 股票-医疗保健 | 1.89% | +0.52% | -9.09% | |
| 26 | TW | Tradeweb Markets Inc-class A | 股票-金融 | 1.87% | -0.63% | -23.53% | |
| 27 | ALRM | Alarm.com Holdings Inc | 股票-其他 | 1.83% | -0.19% | -5.60% | |
| 28 | MIR | Mirion Technologies Inc | 股票-工业 | 1.70% | +0.67% | +19.54% | |
| 29 | HQY | Healthequity Inc | 股票-医疗保健 | 1.27% | +0.08% | +36.56% | |
| 30 | HXL | Hexcel CORP | 股票-工业 | 1.02% | +0.04% | — | |
| 31 | MDA | Mda Space LTD | 股票-其他 | 1.02% | +0.56% | — | |
| 32 | TRNS | Transcat Inc | 股票-其他 | 0.88% | +0.06% | — | |
| 33 | SNEX | Stonex Group Inc | 股票-金融 | 0.72% | +0.18% | — | |
| 34 | UTI | Universal Technical Institut | 股票-其他 | 0.72% | +0.01% | +50.49% | |
| 35 | STVN | Stevanato Group S.p.A. | 股票-其他 | 0.72% | +0.08% | — | |
| 36 | BRBR | Bellring Brands Inc | 股票-非周期性消费 | 0.67% | -0.67% | EXIT | |
| 37 | TTEK | Tetra Tech Inc | 股票-工业 | 0.64% | +0.20% | — | |
| 38 | KNSL | Kinsale Capital Group Inc | 股票-金融 | 0.46% | +0.03% | +59.18% | |
| 39 | WMS | Advanced Drainage Systems In | 股票-工业 | 0.44% | +0.45% | -33.74% | |
| 40 | BMI | Badger Meter Inc | 股票-科技 | 0.33% | +0.15% | -39.17% | |
| 41 | DOCS | Doximity Inc-class A | 股票-医疗保健 | 0.32% | -0.32% | EXIT | |
| 42 | CLH | Clean Harbors Inc | 股票-工业 | 0.31% | +0.96% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | FSS | Federal Signal CORP | +1.9% | +79.71% | 加仓 |
| 2 | EGP | Eastgroup Properties Inc | +1.8% | +58.82% | 加仓 |
| 3 | EXPO | Exponent Inc | +1.4% | +59.17% | 加仓 |
| 4 | LRN | Stride Inc | +1.4% | +16.02% | 加仓 |
| 5 | GGG | Graco Inc | +0.7% | +22.22% | 加仓 |
| 6 | BCPC | Balchem CORP | +0.7% | -2.57% | 减仓 |
| 7 | NVMI | Nova Ltd. | +0.4% | -24.36% | 减仓 |
| 8 | ENTG | Entegris Inc | +0.4% | -21.78% | 减仓 |
| 9 | UTI | Universal Technical Institut | +0.4% | +50.49% | 加仓 |
| 10 | AWK | American Water Works Co Inc | +0.4% | -0.44% | 减仓 |
| 11 | HQY | Healthequity Inc | +0.3% | +36.56% | 加仓 |
| 12 | FCN | Fti Consulting Inc | +0.3% | — | 不变 |
| 13 | TRNS | Transcat Inc | +0.3% | — | 不变 |
| 14 | KNSL | Kinsale Capital Group Inc | +0.2% | +59.18% | 加仓 |
| 15 | HWKN | Hawkins Inc | +0.1% | -9.26% | 减仓 |
| 16 | CSW | Csw Industrials Inc | +0.1% | +7.79% | 加仓 |
| 17 | MSCI | Msci Inc | +0.1% | +3.30% | 加仓 |
| 18 | MIR | Mirion Technologies Inc | 0% | +19.54% | 加仓 |
| 19 | BRBR | Bellring Brands Inc | -0.2% | +27.27% | 加仓 |
| 20 | DOCS | Doximity Inc-class A | -0.2% | +9.95% | 加仓 |
| 21 | TW | Tradeweb Markets Inc-class A | -0.2% | -23.53% | 减仓 |
| 22 | WMS | Advanced Drainage Systems In | -0.2% | -33.74% | 减仓 |
| 23 | BMI | Badger Meter Inc | -0.3% | -39.17% | 减仓 |
| 24 | STVN | Stevanato Group S.p.A. | -0.3% | — | 不变 |
| 25 | ALRM | Alarm.com Holdings Inc | -0.3% | -5.60% | 减仓 |
| 26 | TECH | Bio-techne CORP | -0.4% | -1.56% | 减仓 |
| 27 | FN | Fabrinet | -0.4% | -27.27% | 减仓 |
| 28 | HLI | Houlihan Lokey Inc | -0.5% | +0.61% | 加仓 |
| 29 | VEEV | Veeva Systems Inc-class A | -0.6% | -9.09% | 减仓 |
| 30 | BSY | Bentley Systems Inc-class B | -0.7% | -13.24% | 减仓 |
| 31 | SITM | Sitime CORP | -0.9% | -28.57% | 减仓 |
| 32 | TYL | Tyler Technologies Inc | -1% | -9.74% | 减仓 |
| 33 | TMDX | Transmedics Group Inc | -1.1% | -22.76% | 减仓 |
| 34 | MANH | Manhattan Associates Inc | -1.4% | -16.44% | 减仓 |
| 35 | ROL | Rollins Inc | -1.9% | -33.44% | 减仓 |
| 36 | TREX | Trex Company Inc | — | EXIT | 清仓 |
| 37 | BRKR | Bruker CORP | — | EXIT | 清仓 |
| 38 | PAYC | Paycom Software Inc | — | EXIT | 清仓 |
| 39 | VMI | Valmont Industries | — | NEW | 新建仓 |
| 40 | WTS | Watts Water Technologies-a | — | NEW | 新建仓 |
| 41 | HXL | Hexcel CORP | — | NEW | 新建仓 |
| 42 | MDA | Mda Space LTD | — | NEW | 新建仓 |
| 43 | SNEX | Stonex Group Inc | — | NEW | 新建仓 |
| 44 | TTEK | Tetra Tech Inc | — | NEW | 新建仓 |
| 45 | ERII | Energy Recovery Inc | — | EXIT | 清仓 |
| 46 | CGNX | Cognex CORP | — | EXIT | 清仓 |
| 47 | OLED | Universal Display CORP | — | EXIT | 清仓 |
| 48 | CLH | Clean Harbors Inc | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Montanaro Asset Management Ltd 在 Q1 2026 季度的美股持仓总市值约为 US$3.2亿，共申报了 42 个公开持股仓位。
在 Q1 2026 季度，Montanaro Asset Management Ltd 按市值排列的前三大核心持股分别为：NVMI (6.3%)、TECH (5.3%)、BCPC (5.0%)。其中最大持股仓位 NVMI 占据整体投资组合约 6.3% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
VMI
市值: US$775.2万
本季最大获利了结 / 清仓标的
TREX
前期市值: US$1061.0万
在 Q1 2026 季度中，Montanaro Asset Management Ltd 共进行了 45 项持仓异动，包含新建仓 7 个仓位、加仓 14 个仓位、减仓 18 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 VMI。 本季清仓仓位包含 TREX。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
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