SEC 13F Intelligence

Montanaro Asset Management Ltd / ALRM

Montanaro Asset Management Ltd’s Alarm Com Hldgs Inc Position

Does Montanaro Asset Management Ltd own Alarm Com Hldgs Inc (ALRM)? Yes141.7K shares worth $6M (+1.83% of its 13F portfolio) as of Q1 2026, down from 164.3K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
141.7K
% of Portfolio
+1.83%
Quarters Held
21
currently held

Position History ALRM

Reported value by quarter
Q4 ’20: $31MQ4 ’20Q1 ’21: $23MQ2 ’21: $23MQ3 ’21: $16MQ3 ’21Q4 ’21: $21MQ1 ’22: $18MQ2 ’22: $17MQ2 ’22Q3 ’22: $25MQ4 ’22: $16MQ1 ’23: $17MQ1 ’23Q2 ’23: $14MQ3 ’23: $16MQ4 ’23: $13MQ4 ’23Q1 ’24: $16MQ2 ’24: $13MQ3 ’24: $12MQ3 ’24Q4 ’24: $14MQ1 ’25: $10MQ2 ’25: $10MQ2 ’25Q3 ’25: $9MQ1 ’26: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026141.7K$6M+1.83%
Q3 2025164.3K$9M+2.18%
Q2 2025177.6K$10M+2.59%
Q1 2025174.8K$10M+2.85%
Q4 2024238.3K$14M+2.99%
Q3 2024223.9K$12M+2.18%
Q2 2024210.4K$13M+2.49%
Q1 2024216.4K$16M+2.83%
Q4 2023206.0K$13M+2.50%
Q3 2023263.0K$16M+2.83%
Q2 2023263.0K$14M+2.15%
Q1 2023338.0K$17M+2.64%
Q4 2022328.0K$16M+2.64%
Q3 2022378.0K$25M+3.75%
Q2 2022268.0K$17M+2.49%
Q1 2022268.0K$18M+2.20%
Q4 2021242.3K$21M+2.07%
Q3 2021209.8K$16M+1.98%
Q2 2021272.8K$23M+2.91%
Q1 2021267.0K$23M+3.40%
Q4 2020300.3K$31M+5.24%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Montanaro Asset Management Ltd’s full portfolio or all institutional holders of ALRM.