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GENEVA CAPITAL MANAGEMENT LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
GENEVA CAPITAL MANAGEMENT LLC
报告期 2026-03-31 · CIK 0001009232
持仓数
120
前50大市值合计
$3.94B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 130 项
建仓 3
增持 16
减持 109
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
MPWR
MONOLITHIC PWR SYS INC COM
-$74.2M
3,239
-98%
建仓
ROAD
CONSTRUCTION PARTNERS INC COM
+$40.4M
1,210,884
增持
ONTO
ONTO INNOVATION INC COM
+$36.4M
1,154,143
+79%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
SMTC
SEMTECH CORP COM
+$36.3M
465,939
减持
STAA
STAAR SURGICAL CO
-$35.9M
696,020
-15%
减持
TECH
BIO-TECHNE CORP COM
-$30.9M
264,307
-25%
减持
EXPO
EXPONENT INC COM
+$29.8M
1,272,030
-1%
减持
FICO
FAIR ISAAC CORP COM
-$28.7M
263,990
-1%
清仓
TCBI
TEXAS CAP BANCSHARES INC COM
-$28.5M
0
-100%
减持
HQY
HEALTHEQUITY INC COM
-$27.7M
887,890
-16%
减持
—
TABULA RASA HEALTHCARE INC COM
-$26.7M
1,036,888
-4%
清仓
PRLB
PROTO LABS INC COM
-$24.0M
0
-100%
减持
OLLI
OLLIES BARGAIN OUTLT HLDGS INC
-$22.9M
914,398
-1%
减持
TYL
TYLER TECHNOLOGIES INC COM
-$21.9M
200,410
-20%
减持
—
PERFICIENT INC COM
+$19.5M
559,150
-0%
减持
—
PETIQ INC COM CL A
-$18.4M
1,294,681
-1%
减持
ESE
ESCO TECHNOLOGIES INC COM
-$15.8M
835,835
-2%
减持
DSGX
DESCARTES SYS GROUP INC COM
+$15.3M
1,316,155
-1%
减持
SITE
SITEONE LANDSCAPE SUPPLY INC C
+$14.6M
506,023
-1%
减持
FOXF
FOX FACTORY HLDG CORP COM
-$13.8M
1,128,962
-1%
减持
MRCY
MERCURY SYS INC COM
-$13.5M
17,209
-92%
减持
EXLS
EXLSERVICE HOLDINGS INC COM
+$12.6M
777,736
-1%
减持
TCMD
TACTILE SYS TECHNOLOGY INC COM
-$12.0M
1,427,512
-2%
减持
IIIV
I3 VERTICALS INC CL A
-$11.8M
1,845,822
-1%
减持
—
VOCERA COMMUNICATIONS INC COM
+$10.9M
1,927,079
-1%
减持
—
MASIMO CORP COM
+$10.8M
438,229
-1%
增持
—
LHC GROUP INC COM
-$10.6M
593,801
+15%
减持
NOVT
NOVANTA INC COM
+$10.3M
546,033
-1%
增持
BLFS
BIOLIFE SOLUTIONS INC COM NEW
+$9.8M
1,311,129
+28%
减持
JJSF
J & J SNACK FOODS CORP COM
-$9.6M
426,694
-1%
减持
PLUS
EPLUS INC COM
+$9.4M
602,419
-0%
减持
RGEN
REPLIGEN CORP COM
+$9.3M
117,633
-5%
增持
GNRC
GENERAC HLDGS INC COM
+$8.7M
103,381
+28%
减持
BCPC
BALCHEM CORP COM
+$8.7M
665,502
-1%
减持
—
EVO PMTS INC CL A COM
-$8.6M
1,926,942
-1%
减持
GPN
GLOBAL PMTS INC COM
-$8.2M
199,293
-6%
减持
ALRM
ALARM COM HLDGS INC COM
-$8.2M
1,181,711
-0%
增持
QTWO
Q2 HLDGS INC COM
-$7.8M
767,723
+14%
减持
SSNC
SS&C TECHNOLOGIES HLDGS INC CO
-$7.7M
210,258
-32%
减持
FTDR
FRONTDOOR INC COM
-$7.7M
272,181
-29%
减持
LMAT
LEMAITRE VASCULAR INC COM
-$7.5M
896,896
-1%
减持
CHD
CHURCH & DWIGHT INC COM
-$7.4M
307,089
-20%
减持
—
BARNES GROUP INC COM
-$6.7M
654,906
-1%
增持
CRNC
CERENCE INC COM
+$6.6M
577,677
+26%
建仓
TWLO
TWILIO INC CL A
+$6.5M
20,267
减持
JBHT
HUNT J B TRANS SVCS INC COM
-$6.5M
42,940
-49%
减持
BFAM
BRIGHT HORIZONS FAM SOL IN DEL
-$6.3M
597,905
-2%
减持
POOL
POOL CORP COM
-$6.2M
124,810
-5%
减持
WMS
ADVANCED DRAIN SYS INC DEL COM
-$5.9M
407,971
-5%
减持
IT
GARTNER INC COM
+$5.8M
122,418
-6%
减持
RBC
RBC BEARINGS INC COM
+$5.7M
501,849
-1%
减持
BL
BLACKLINE INC COM
+$5.4M
1,143,351
-2%
增持
IWO
ISHARES TR RUS 2000 GRW ETF
+$5.2M
27,185
+201%
减持
DORM
DORMAN PRODS INC COM
-$5.0M
516,879
-1%
减持
AZTA
BROOKS AUTOMATION INC NEW COM
+$4.9M
747,389
-1%
减持
HUBS
HUBSPOT INC COM
+$4.9M
81,805
-5%
减持
NEOG
NEOGEN CORP COM
-$4.8M
1,632,342
-1%
减持
DCI
DONALDSON INC COM
-$4.7M
723,618
-1%
减持
AX
AXOS FINANCIAL INC COM
+$4.7M
960,721
-1%
减持
WDFC
WD 40 CO COM
-$4.7M
178,793
-1%
减持
TXRH
TEXAS ROADHOUSE INC COM
-$4.6M
804,416
-1%
减持
ROG
ROGERS CORP COM
-$4.5M
289,916
-1%
减持
—
CATALENT INC COM
+$4.4M
232,129
-5%
减持
IEX
IDEX CORP COM
-$4.3M
171,466
-5%
减持
—
ENVESTNET INC COM
+$4.2M
1,074,887
-1%
增持
HEI/A
HEICO CORP NEW CL A
+$4.1M
171,323
+31%
增持
BURL
BURLINGTON STORES INC COM
-$3.9M
128,667
+3%
减持
BLKB
BLACKBAUD INC COM
-$3.7M
549,379
-1%
减持
IDXX
IDEXX LABS INC COM
-$3.7M
79,280
-5%
减持
OMCL
OMNICELL COM COM
-$3.6M
868,138
-1%
减持
ROP
ROPER TECHNOLOGIES INC COM
-$3.3M
64,856
-5%
减持
EPAM
EPAM SYS INC COM
+$3.3M
113,829
-6%
减持
—
EVOQUA WATER TECHNOLOGIES CORP
+$3.3M
922,185
-1%
减持
MRTN
MARTEN TRANS LTD COM
-$3.1M
3,288,088
-1%
减持
WSO
WATSCO INC COM
-$3.1M
79,859
-5%
减持
ANSS
ANSYS INC COM
-$3.1M
115,263
-5%
减持
KNSL
KINSALE CAP GROUP INC COM
-$2.9M
671,697
-1%
减持
INTU
INTUIT COM
+$2.8M
126,995
-5%
减持
ICE
INTERCONTINENTAL EXCHANGE INC
-$2.7M
260,795
-5%
增持
—
BOTTOMLINE TECH DEL INC COM
+$2.7M
1,042,682
+1%
减持
TFX
TELEFLEX INCORPORATED COM
-$2.7M
55,556
-5%
减持
AAON
AAON INC COM
+$2.5M
991,027
-0%
减持
VRSK
VERISK ANALYTICS INC COM
+$2.4M
151,942
-5%
减持
—
STERIS PLC SHS USD
-$2.2M
155,331
-5%
减持
AXON
AXON ENTERPRISE INC COM
-$2.1M
176,262
-5%
减持
FBIN
FORTUNE BRANDS HOME & SEC INC
-$1.9M
120,113
-6%
减持
PLMR
PALOMAR HLDGS INC COM
+$1.8M
346,173
-0%
减持
GMED
GLOBUS MED INC CL A
-$1.8M
1,248,074
-1%
减持
SBNY
SIGNATURE BK NEW YORK N Y COM
+$1.8M
136,610
-5%
减持
PAYC
PAYCOM SOFTWARE INC COM
+$1.6M
12,295
-1%
减持
CGNX
COGNEX CORP COM
-$1.5M
169,244
-6%
减持
FISV
FISERV INC COM
-$1.4M
318,644
-5%
减持
—
PACIFIC PREMIER BANCORP COM
-$1.2M
1,184,513
-0%
减持
TRMB
TRIMBLE INC COM
-$1.2M
266,865
-6%
减持
TREX
TREX CO INC COM
-$1.1M
1,204,779
-1%
减持
ALGN
ALIGN TECHNOLOGY INC COM
+$1.1M
55,173
-5%
减持
LULU
LULULEMON ATHLETICA INC COM
+$1.0M
57,975
-6%
减持
ORLY
OREILLY AUTOMOTIVE INC COM
+$914.0K
74,595
-5%
减持
CSGP
COSTAR GROUP INC COM
-$875.0K
541,837
-6%
减持
VFC
V F CORP COM
-$798.0K
19,076
-25%
减持
—
ACTIVISION BLIZZARD INC COM
-$766.0K
36,840
-3%
减持
BR
BROADRIDGE FINL SOLUTIONS INC
-$699.0K
175,668
-5%
减持
ETSY
ETSY INC COM
-$650.0K
64,216
-6%
减持
APH
AMPHENOL CORP NEW CL A
+$585.0K
589,379
-5%
增持
MRVL
MARVELL TECHNOLOGY INC COM
+$489.0K
50,852
+15%
减持
TMO
THERMO FISHER SCIENTIFIC INC C
+$446.0K
8,591
-3%
减持
MCHP
MICROCHIP TECHNOLOGY INC. COM
-$419.0K
101,852
-5%
减持
COST
COSTCO WHSL CORP NEW COM
+$391.0K
9,283
-3%
增持
RJF
RAYMOND JAMES FINL INC COM
+$369.0K
299,704
+43%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC COM
+$346.0K
303,947
-5%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$334.0K
2,104
-3%
减持
V
VISA INC COM CL A
-$300.0K
16,857
-3%
减持
CRM
SALESFORCE COM INC COM
+$277.0K
13,981
-3%
增持
WMT
WALMART INC COM
+$265.0K
13,981
+17%
减持
EW
EDWARDS LIFESCIENCES CORP COM
+$249.0K
37,449
-3%
减持
ADBE
ADOBE SYSTEMS INCORPORATED COM
-$233.0K
8,592
-3%
减持
—
ABIOMED INC COM
-$233.0K
96,050
-5%
增持
DIS
DISNEY WALT CO COM DISNEY
+$183.0K
16,346
+11%
增持
MKTX
MARKETAXESS HLDGS INC COM
+$165.0K
1,888
+39%
减持
TJX
TJX COS INC NEW COM
-$156.0K
46,086
-3%
减持
CPRT
COPART INC COM
-$146.0K
395,315
-5%
减持
—
COOPER COS INC COM NEW
-$138.0K
33,503
-5%
减持
—
QAD INC CL A
-$107.0K
638,203
-1%
减持
ALGT
ALLEGIANT TRAVEL CO COM
+$104.0K
364,979
-1%
减持
DHR
DANAHER CORPORATION COM
+$94.0K
17,891
-10%
减持
LOW
LOWES COS INC COM
+$71.0K
21,545
-3%
减持
MSFT
MICROSOFT CORP COM
+$58.0K
18,613
-3%
减持
ECL
ECOLAB INC COM
-$47.0K
12,046
-3%
减持
ULTA
ULTA BEAUTY INC COM
+$41.0K
66,198
-4%
增持
IWP
ISHARES TR RUS MD CP GR ETF
+$8.0K
3,576
+3%
