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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 131 项
建仓 5
增持 42
减持 81
清仓 3
方向
标的
Δ市值
现股数(环比)
清仓
—
VOCERA COMMUNICATIONS INC COM
-$122.2M
0
-100%
减持
TREX
TREX CO INC COM
-$82.5M
1,177,444
-0%
减持
FOXF
FOX FACTORY HLDG CORP COM
-$80.6M
1,096,013
-1%
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。
减持
—
MASIMO CORP COM
-$64.3M
419,314
-2%
减持
EPAM
EPAM SYS INC COM
-$45.7M
81,609
-22%
减持
OMCL
OMNICELL COM COM
-$44.6M
839,277
-1%
减持
SITE
SITEONE LANDSCAPE SUPPLY INC C
-$40.8M
489,720
-1%
建仓
—
TECHTARGET INC COM
+$39.8M
489,115
减持
CRNC
CERENCE INC COM
-$39.5M
338,897
-50%
减持
BL
BLACKLINE INC COM
-$34.8M
1,097,178
-1%
建仓
SPSC
SPS COMM INC COM
+$32.0M
244,134
建仓
—
AVID BIOSERVICES INC COM
+$28.3M
1,391,190
减持
NEOG
NEOGEN CORP COM
-$23.9M
1,576,160
-1%
减持
ALRM
ALARM COM HLDGS INC COM
-$23.1M
1,253,602
-0%
减持
INTU
INTUIT COM
-$22.4M
116,612
-4%
减持
BLFS
BIOLIFE SOLUTIONS INC COM NEW
-$22.4M
1,456,656
-2%
减持
TECH
BIO-TECHNE CORP COM
-$22.1M
257,652
-0%
增持
HQY
HEALTHEQUITY INC COM
+$21.5M
857,918
+4%
减持
BCPC
BALCHEM CORP COM
-$21.2M
648,244
-0%
减持
TYL
TYLER TECHNOLOGIES INC COM
-$20.6M
189,630
-3%
增持
—
LHC GROUP INC COM
+$20.1M
585,587
+2%
减持
POOL
POOL CORP COM
-$18.4M
118,150
-2%
减持
ONTO
ONTO INNOVATION INC COM
-$18.4M
1,185,363
-1%
减持
ESE
ESCO TECHNOLOGIES INC COM
-$18.0M
816,333
-2%
清仓
TFX
TELEFLEX INCORPORATED COM
-$17.6M
0
-100%
增持
AAON
AAON INC COM PAR $0.004
-$17.2M
1,073,703
+11%
减持
BURL
BURLINGTON STORES INC COM
-$16.6M
142,657
-2%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC COM
-$15.7M
285,262
-3%
减持
AZTA
AZENTA INC COM
-$15.5M
723,668
-1%
减持
QTWO
Q2 HLDGS INC COM
-$14.3M
736,044
-2%
减持
BLKB
BLACKBAUD INC COM
-$13.6M
681,058
-1%
减持
OLLI
OLLIES BARGAIN OUTLT HLDGS INC
-$13.4M
718,453
-17%
减持
DSGX
DESCARTES SYS GROUP INC COM
-$13.2M
1,272,039
-1%
增持
NOVT
NOVANTA INC COM
-$12.5M
574,466
+7%
增持
IIIV
I3 VERTICALS INC CL A
+$11.2M
1,827,776
+5%
减持
CPRT
COPART INC COM
-$11.1M
373,200
-2%
减持
WDFC
WD 40 CO COM
-$11.1M
173,389
-1%
减持
EXPO
EXPONENT INC COM
-$11.1M
1,241,815
-0%
减持
ANSS
ANSYS INC COM
-$11.0M
105,895
-5%
减持
IDXX
IDEXX LABS INC COM
-$10.6M
72,804
-5%
减持
ALGN
ALIGN TECHNOLOGY INC COM
-$10.4M
40,825
-5%
增持
HUBS
HUBSPOT INC COM
-$10.1M
71,785
+7%
减持
DORM
DORMAN PRODS INC COM
-$9.7M
500,657
-1%
减持
AX
AXOS FINANCIAL INC COM
-$9.5M
929,660
-1%
减持
ALGT
ALLEGIANT TRAVEL CO COM
-$9.4M
353,197
-1%
减持
—
BOTTOMLINE TECH DEL INC COM
-$9.0M
858,419
-16%
增持
—
EVOQUA WATER TECHNOLOGIES CORP
+$8.8M
1,086,832
+20%
减持
IEX
IDEX CORP COM
-$8.8M
158,398
-4%
减持
APH
AMPHENOL CORP NEW CL A
-$8.8M
544,991
-4%
增持
FICO
FAIR ISAAC CORP COM
+$8.5M
258,392
+0%
减持
IWO
ISHARES TR RUS 2000 GRW ETF
-$8.3M
28,813
-46%
减持
KNSL
KINSALE CAP GROUP INC COM
-$8.2M
651,302
-1%
减持
WMS
ADVANCED DRAIN SYS INC DEL COM
-$7.9M
385,651
-2%
减持
CSGP
COSTAR GROUP INC COM
-$7.1M
514,257
-2%
建仓
CRL
CHARLES RIV LABS INTL INC COM
+$6.4M
22,482
减持
—
CATALENT INC COM
-$6.4M
271,742
-5%
增持
ROAD
CONSTRUCTION PARTNERS INC COM
-$6.4M
2,328,472
+2%
减持
GNRC
GENERAC HLDGS INC COM
-$6.3M
94,782
-3%
减持
ETSY
ETSY INC COM
-$6.2M
59,041
-5%
增持
RGEN
REPLIGEN CORP COM
-$6.1M
143,619
+15%
减持
IT
GARTNER INC COM
-$6.1M
112,411
-5%
减持
—
ENVESTNET INC COM
-$6.0M
1,040,415
-1%
减持
BR
BROADRIDGE FINL SOLUTIONS INC
-$5.9M
161,406
-5%
增持
—
PERFICIENT INC COM
+$5.9M
697,225
+27%
减持
DCI
DONALDSON INC COM
-$5.6M
700,363
-1%
减持
CHD
CHURCH & DWIGHT CO INC COM
-$5.4M
252,630
-15%
增持
—
PACIFIC PREMIER BANCORP COM
-$5.3M
1,163,462
+0%
减持
AXON
AXON ENTERPRISE INC COM
-$5.2M
247,510
-1%
减持
SBNY
SIGNATURE BK NEW YORK N Y COM
-$5.1M
127,956
-3%
减持
TXRH
TEXAS ROADHOUSE INC COM
-$5.1M
778,122
-1%
减持
—
EVO PMTS INC CL A COM
-$4.9M
1,878,295
-0%
增持
BFAM
BRIGHT HORIZONS FAM SOL IN DEL
+$4.8M
584,650
+1%
减持
TRMB
TRIMBLE INC COM
-$4.8M
245,385
-5%
减持
FBIN
FORTUNE BRANDS HOME & SEC INC
-$4.2M
110,468
-5%
减持
—
BARNES GROUP INC COM
-$4.1M
638,738
-0%
增持
STAA
STAAR SURGICAL CO
+$4.1M
909,877
+21%
减持
ORLY
OREILLY AUTOMOTIVE INC COM
-$3.9M
68,534
-5%
减持
LMAT
LEMAITRE VASCULAR INC COM
-$3.8M
866,817
-1%
增持
RBC
RBC BEARINGS INC COM
+$3.7M
531,473
+8%
增持
SMTC
SEMTECH CORP COM
-$3.6M
597,103
+18%
减持
VRSK
VERISK ANALYTICS INC COM
-$3.6M
139,459
-5%
减持
IWP
ISHARES TR RUS MD CP GR ETF
-$3.5M
11,608
-71%
清仓
VBK
VANGUARD INDEX FDS SML CP GRW
-$3.2M
0
-100%
减持
RJF
RAYMOND JAMES FINL INC COM
-$3.2M
238,050
-19%
减持
—
ABIOMED INC COM
-$3.1M
91,238
-2%
增持
—
PETIQ INC COM CL A
+$3.0M
1,264,020
+3%
减持
MCHP
MICROCHIP TECHNOLOGY INC. COM
-$2.9M
190,628
-3%
减持
ICE
INTERCONTINENTAL EXCHANGE INC
-$2.8M
239,717
-5%
增持
TCMD
TACTILE SYS TECHNOLOGY INC COM
+$2.7M
1,388,905
+5%
减持
ROP
ROPER TECHNOLOGIES INC COM
-$2.7M
59,608
-5%
减持
LULU
LULULEMON ATHLETICA INC COM
-$2.6M
52,837
-6%
减持
SSNC
SS&C TECHNOLOGIES HLDGS INC CO
-$2.2M
193,298
-5%
减持
FISV
FISERV INC COM
-$2.1M
294,710
-4%
减持
—
STERIS PLC SHS USD
-$2.0M
142,686
-5%
减持
ULTA
ULTA BEAUTY INC COM
-$2.0M
61,394
-4%
减持
PLUS
EPLUS INC COM
+$1.8M
1,163,786
-1%
减持
MRTN
MARTEN TRANS LTD COM
+$1.4M
3,191,381
-1%
减持
JJSF
J & J SNACK FOODS CORP COM
-$1.4M
413,401
-0%
减持
HEI/A
HEICO CORP NEW CL A
-$1.3M
158,703
-5%
减持
ROG
ROGERS CORP COM
-$1.3M
280,693
-1%
建仓
MSI
MOTOROLA SOLUTIONS INC COM NEW
+$1.2M
4,971
增持
MPWR
MONOLITHIC PWR SYS INC COM
+$1.2M
5,693
+79%
增持
FRPT
FRESHPET INC COM
+$1.2M
84,702
+7%
增持
LOW
LOWES COS INC COM
-$1.1M
21,271
+1%
增持
EXLS
EXLSERVICE HOLDINGS INC COM
-$1.1M
761,572
+0%
增持
TWLO
TWILIO INC CL A
+$1.0M
41,264
+89%
减持
GMED
GLOBUS MED INC CL A
+$1.0M
1,209,985
-1%
减持
WSO
WATSCO INC COM
-$997.0K
76,053
-2%
增持
ADBE
ADOBE SYSTEMS INCORPORATED COM
-$887.0K
8,497
+1%
增持
MRVL
MARVELL TECHNOLOGY INC COM
-$887.0K
56,734
+0%
增持
TJX
TJX COS INC NEW COM
-$739.0K
51,029
+1%
减持
CGNX
COGNEX CORP COM
-$705.0K
155,589
-5%
增持
ECL
ECOLAB INC COM
-$659.0K
11,895
+1%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$633.0K
1,911
-7%
增持
JBHT
HUNT J B TRANS SVCS INC COM
+$627.0K
48,575
+9%
增持
TMO
THERMO FISHER SCIENTIFIC INC C
-$580.0K
8,496
+1%
增持
DHR
DANAHER CORPORATION COM
-$564.0K
17,666
+1%
减持
—
COOPER COS INC COM NEW
-$555.0K
31,244
-4%
增持
CRM
SALESFORCE INC COM
-$540.0K
13,793
+1%
增持
MKTX
MARKETAXESS HLDGS INC COM
+$491.0K
3,725
+98%
增持
MSFT
MICROSOFT CORP COM
-$443.0K
18,384
+1%
增持
—
ACTIVISION BLIZZARD INC COM
+$393.0K
25,897
+2%
增持
EW
EDWARDS LIFESCIENCES CORP COM
-$383.0K
36,976
+1%
增持
VFC
V F CORP COM
-$274.0K
18,845
+2%
增持
DIS
DISNEY WALT CO COM DISNEY
-$258.0K
16,135
+1%
增持
PAYC
PAYCOM SOFTWARE INC COM
-$184.0K
13,909
+15%
减持
GPN
GLOBAL PMTS INC COM
+$139.0K
183,000
-1%
增持
WMT
WALMART INC COM
+$139.0K
17,959
+2%
增持
COST
COSTCO WHSL CORP NEW COM
+$134.0K
9,169
+1%
增持
V
VISA INC COM CL A
+$124.0K
16,638
+1%
增持
PLMR
PALOMAR HLDGS INC COM
+$120.0K
334,721
+2%
