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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 130 项
建仓 2
增持 21
减持 103
清仓 4
方向
标的
Δ市值
现股数(环比)
清仓
—
QAD INC CL A
-$55.8M
0
-100%
减持
KNSL
KINSALE CAP GROUP INC COM
+$48.1M
658,905
-2%
减持
TCMD
TACTILE SYS TECHNOLOGY INC COM
-$38.2M
1,327,482
-7%
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。
增持
ONTO
ONTO INNOVATION INC COM
+$38.0M
1,198,915
+4%
减持
TREX
TREX CO INC COM
+$36.6M
1,180,453
-2%
减持
—
VOCERA COMMUNICATIONS INC COM
+$34.1M
1,885,205
-2%
清仓
—
TABULA RASA HEALTHCARE INC COM
-$27.2M
0
-100%
增持
ROAD
CONSTRUCTION PARTNERS INC COM
+$26.9M
2,288,926
+89%
减持
FOXF
FOX FACTORY HLDG CORP COM
+$24.7M
1,104,818
-2%
减持
OMCL
OMNICELL COM COM
+$24.4M
849,611
-2%
减持
ROG
ROGERS CORP COM
+$23.5M
283,938
-2%
减持
HQY
HEALTHEQUITY INC COM
-$21.2M
821,398
-7%
增持
STAA
STAAR SURGICAL CO
-$20.9M
751,425
+8%
减持
BL
BLACKLINE INC COM
-$19.8M
1,112,304
-3%
减持
SITE
SITEONE LANDSCAPE SUPPLY INC C
+$19.1M
495,355
-2%
减持
—
BOTTOMLINE TECH DEL INC COM
+$16.7M
1,020,392
-2%
增持
BLKB
BLACKBAUD INC COM
+$15.7M
688,751
+25%
减持
—
LHC GROUP INC COM
-$14.5M
572,992
-4%
减持
EXLS
EXLSERVICE HOLDINGS INC COM
+$14.5M
761,494
-2%
减持
POOL
POOL CORP COM
+$14.1M
120,752
-3%
增持
ALRM
ALARM COM HLDGS INC COM
+$14.0M
1,254,170
+6%
减持
BCPC
BALCHEM CORP COM
+$13.3M
651,326
-2%
减持
TYL
TYLER TECHNOLOGIES INC COM
+$13.1M
195,182
-3%
减持
AAON
AAON INC COM
+$12.3M
969,936
-2%
清仓
FTDR
FRONTDOOR INC COM
-$11.4M
0
-100%
减持
HUBS
HUBSPOT INC COM
-$11.1M
67,115
-18%
减持
OLLI
OLLIES BARGAIN OUTLT HLDGS INC
-$10.8M
865,276
-5%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC COM
+$10.8M
294,014
-3%
减持
ESE
ESCO TECHNOLOGIES INC COM
+$10.8M
834,791
-0%
减持
BFAM
BRIGHT HORIZONS FAM SOL IN DEL
-$10.6M
577,937
-3%
减持
INTU
INTUIT COM
+$10.0M
122,011
-4%
减持
NOVT
NOVANTA INC COM
+$9.9M
534,544
-2%
减持
WMS
ADVANCED DRAIN SYS INC DEL COM
+$9.6M
394,891
-3%
增持
SMTC
SEMTECH CORP COM
+$8.7M
506,468
+9%
减持
ALGN
ALIGN TECHNOLOGY INC COM
-$8.5M
42,920
-22%
增持
AXON
AXON ENTERPRISE INC COM
+$8.5M
250,350
+42%
减持
DORM
DORMAN PRODS INC COM
+$8.3M
506,511
-2%
减持
GNRC
GENERAC HLDGS INC COM
-$7.8M
97,868
-5%
增持
IWO
ISHARES TR RUS 2000 GRW ETF
+$7.6M
53,329
+96%
减持
—
EVOQUA WATER TECHNOLOGIES CORP
+$7.6M
903,462
-2%
建仓
FRPT
FRESHPET INC COM
+$7.5M
79,113
减持
GMED
GLOBUS MED INC CL A
-$7.4M
1,222,059
-2%
减持
RBC
RBC BEARINGS INC COM
-$7.1M
492,023
-2%
减持
FICO
FAIR ISAAC CORP COM
+$6.9M
258,218
-2%
减持
—
MASIMO CORP COM
+$6.7M
428,141
-2%
减持
PLMR
PALOMAR HLDGS INC COM
-$6.7M
328,828
-5%
减持
APH
AMPHENOL CORP NEW CL A
+$6.7M
569,728
-3%
减持
GPN
GLOBAL PMTS INC COM
-$6.5M
184,214
-8%
减持
—
PERFICIENT INC COM
+$6.2M
548,163
-2%
增持
BURL
BURLINGTON STORES INC COM
+$6.1M
146,135
+14%
减持
TECH
BIO-TECHNE CORP COM
+$5.6M
258,427
-2%
增持
—
CATALENT INC COM
+$5.6M
285,137
+23%
减持
SBNY
SIGNATURE BK NEW YORK N Y COM
+$5.5M
131,852
-3%
减持
ANSS
ANSYS INC COM
+$5.4M
111,384
-3%
减持
ORLY
OREILLY AUTOMOTIVE INC COM
+$5.3M
72,026
-3%
减持
CSGP
COSTAR GROUP INC COM
-$5.3M
523,309
-3%
减持
CHD
CHURCH & DWIGHT CO INC COM
+$5.2M
297,645
-3%
减持
EPAM
EPAM SYS INC COM
+$5.0M
104,595
-8%
减持
IIIV
I3 VERTICALS INC CL A
-$5.0M
1,743,603
-6%
减持
—
STERIS PLC SHS USD
+$4.8M
150,098
-3%
减持
ALGT
ALLEGIANT TRAVEL CO COM
-$4.5M
357,131
-2%
减持
ICE
INTERCONTINENTAL EXCHANGE INC
+$4.5M
251,985
-3%
减持
—
PETIQ INC COM CL A
-$4.5M
1,227,559
-5%
增持
IWP
ISHARES TR RUS MD CP GR ETF
+$4.3M
40,655
+1037%
增持
CRNC
CERENCE INC COM
-$3.8M
675,399
+17%
减持
MRTN
MARTEN TRANS LTD COM
+$3.7M
3,223,576
-2%
减持
IEX
IDEX CORP COM
+$3.7M
165,801
-3%
减持
LMAT
LEMAITRE VASCULAR INC COM
-$3.6M
876,707
-2%
减持
TFX
TELEFLEX INCORPORATED COM
-$3.3M
53,639
-3%
减持
TXRH
TEXAS ROADHOUSE INC COM
-$3.2M
786,517
-2%
建仓
VBK
VANGUARD INDEX FDS SML CP GRW
+$3.2M
11,513
减持
CPRT
COPART INC COM
+$3.1M
382,190
-3%
减持
VRSK
VERISK ANALYTICS INC COM
+$3.1M
146,585
-4%
减持
AX
AXOS FINANCIAL INC COM
+$3.1M
940,416
-2%
减持
WSO
WATSCO INC COM
+$3.0M
77,238
-3%
减持
—
ENVESTNET INC COM
-$2.8M
1,052,016
-2%
减持
—
PACIFIC PREMIER BANCORP COM
-$2.7M
1,158,666
-2%
减持
FISV
FISERV INC COM
-$2.6M
307,941
-3%
减持
—
EVO PMTS INC CL A COM
+$2.6M
1,883,950
-2%
减持
ULTA
ULTA BEAUTY INC COM
+$2.5M
64,027
-3%
减持
—
BARNES GROUP INC COM
+$2.5M
639,907
-2%
减持
IT
GARTNER INC COM
+$2.3M
118,230
-3%
减持
SSNC
SS&C TECHNOLOGIES HLDGS INC CO
+$2.1M
203,299
-3%
减持
—
ABIOMED INC COM
+$2.1M
92,795
-3%
增持
JBHT
HUNT J B TRANS SVCS INC COM
+$1.9M
44,645
+4%
减持
ROP
ROPER TECHNOLOGIES INC COM
+$1.9M
62,687
-3%
增持
MRVL
MARVELL TECHNOLOGY INC COM
+$1.9M
56,639
+11%
减持
QTWO
Q2 HLDGS INC COM
-$1.9M
751,040
-2%
减持
BR
BROADRIDGE FINL SOLUTIONS INC
+$1.7M
169,684
-3%
减持
RJF
RAYMOND JAMES FINL INC COM
+$1.7M
292,118
-3%
减持
FBIN
FORTUNE BRANDS HOME & SEC INC
+$1.7M
116,071
-3%
减持
NEOG
NEOGEN CORP COM
+$1.6M
1,597,340
-2%
增持
PLUS
EPLUS INC COM
+$1.6M
1,177,199
+95%
增持
MCHP
MICROCHIP TECHNOLOGY INC. COM
+$1.5M
197,325
+94%
减持
LULU
LULULEMON ATHLETICA INC COM
-$1.5M
55,997
-3%
减持
WDFC
WD 40 CO COM
+$1.5M
175,264
-2%
减持
EXPO
EXPONENT INC COM
+$1.3M
1,244,399
-2%
减持
—
ACTIVISION BLIZZARD INC COM
-$1.2M
25,276
-31%
减持
HEI/A
HEICO CORP NEW CL A
+$1.1M
166,672
-3%
减持
IDXX
IDEXX LABS INC COM
+$1.1M
76,582
-3%
减持
PAYC
PAYCOM SOFTWARE INC COM
-$1.1M
12,047
-2%
减持
LOW
LOWES COS INC COM
+$1.1M
21,029
-2%
减持
AZTA
AZENTA INC COM
-$1.0M
731,770
-2%
减持
COST
COSTCO WHSL CORP NEW COM
+$975.0K
9,065
-2%
增持
RGEN
REPLIGEN CORP COM
-$880.0K
125,037
+6%
减持
CGNX
COGNEX CORP COM
-$867.0K
163,440
-3%
减持
MSFT
MICROSOFT CORP COM
+$864.0K
18,170
-2%
清仓
MRCY
MERCURY SYS INC COM
-$816.0K
0
-100%
增持
TJX
TJX COS INC NEW COM
+$789.0K
50,446
+9%
增持
TWLO
TWILIO INC CL A
-$713.0K
21,850
+8%
减持
TMO
THERMO FISHER SCIENTIFIC INC C
+$690.0K
8,390
-2%
增持
WMT
WALMART INC COM
+$586.0K
17,523
+25%
减持
DSGX
DESCARTES SYS GROUP INC COM
-$542.0K
1,287,004
-2%
减持
TRMB
TRIMBLE INC COM
+$533.0K
257,844
-3%
减持
EW
EDWARDS LIFESCIENCES CORP COM
+$496.0K
36,556
-2%
减持
DCI
DONALDSON INC COM
+$425.0K
708,199
-2%
减持
CRM
SALESFORCE COM INC COM
-$323.0K
13,652
-2%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$323.0K
2,053
-2%
减持
DHR
DANAHER CORPORATION COM
+$299.0K
17,463
-2%
减持
DIS
DISNEY WALT CO COM DISNEY
-$294.0K
15,956
-2%
减持
JJSF
J & J SNACK FOODS CORP COM
+$262.0K
414,473
-3%
减持
ECL
ECOLAB INC COM
+$246.0K
11,759
-2%
减持
—
COOPER COS INC COM NEW
-$245.0K
32,468
-3%
减持
ETSY
ETSY INC COM
+$216.0K
61,981
-3%
减持
ADBE
ADOBE SYSTEMS INCORPORATED COM
-$189.0K
8,391
-2%
减持
V
VISA INC COM CL A
-$189.0K
16,456
-2%
减持
VFC
V F CORP COM
+$68.0K
18,389
-4%
减持
MKTX
MARKETAXESS HLDGS INC COM
-$18.0K
1,886
-0%
增持
BLFS
BIOLIFE SOLUTIONS INC COM NEW
+$7.0K
1,489,004
+14%
减持
MPWR
MONOLITHIC PWR SYS INC COM
+$2.0K
3,186
-2%
