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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 131 项
建仓 3
增持 25
减持 100
清仓 3
方向
标的
Δ市值
现股数(环比)
清仓
ROG
ROGERS CORP COM
-$76.3M
0
-100%
清仓
—
BOTTOMLINE TECH DEL INC COM
-$48.7M
0
-100%
建仓
—
NV5 GLOBAL INC COM
+$32.3M
276,912
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
BFAM
BRIGHT HORIZONS FAM SOL IN DEL
-$29.4M
570,265
-2%
清仓
TCMD
TACTILE SYS TECHNOLOGY INC COM
-$28.0M
0
-100%
减持
—
LHC GROUP INC COM
-$27.4M
458,092
-22%
减持
—
ENVESTNET INC COM
-$23.4M
1,024,737
-2%
减持
—
MASIMO CORP COM
-$23.2M
289,389
-31%
减持
TECH
BIO-TECHNE CORP COM
-$22.8M
256,177
-1%
减持
TYL
TYLER TECHNOLOGIES INC COM
-$22.3M
186,721
-2%
减持
SITE
SITEONE LANDSCAPE SUPPLY INC C
-$21.6M
484,076
-1%
减持
ONTO
ONTO INNOVATION INC COM
-$21.2M
1,173,587
-1%
减持
FOXF
FOX FACTORY HLDG CORP COM
-$19.7M
1,088,360
-1%
减持
ALGT
ALLEGIANT TRAVEL CO COM
-$17.9M
348,560
-1%
减持
FICO
FAIR ISAAC CORP COM
-$17.9M
255,918
-1%
减持
QTWO
Q2 HLDGS INC COM
-$17.4M
725,952
-1%
减持
SBNY
SIGNATURE BK NEW YORK N Y COM
-$14.9M
126,593
-1%
减持
IDXX
IDEXX LABS INC COM
-$14.7M
71,598
-2%
减持
TREX
TREX CO INC COM
-$13.4M
1,167,511
-1%
增持
GMED
GLOBUS MED INC CL A
-$13.4M
1,351,998
+12%
增持
OMCL
OMNICELL COM COM
-$13.2M
839,568
+0%
减持
BLFS
BIOLIFE SOLUTIONS INC COM NEW
-$13.0M
1,453,201
-0%
减持
ROAD
CONSTRUCTION PARTNERS INC COM
-$13.0M
2,289,184
-2%
减持
HUBS
HUBSPOT INC COM
-$12.8M
70,844
-1%
减持
INTU
INTUIT COM
-$11.9M
114,696
-2%
增持
OLLI
OLLIES BARGAIN OUTLT HLDGS INC
+$11.7M
724,942
+1%
减持
MCHP
MICROCHIP TECHNOLOGY INC. COM
-$11.6M
46,504
-76%
增持
EXPO
EXPONENT INC COM
-$11.5M
1,340,721
+8%
减持
NEOG
NEOGEN CORP COM
-$11.5M
1,539,902
-2%
减持
WMS
ADVANCED DRAIN SYS INC DEL COM
-$11.3M
382,729
-1%
减持
AXON
AXON ENTERPRISE INC COM
-$11.1M
246,657
-0%
建仓
CDNS
CADENCE DESIGN SYSTEM INC COM
+$11.0M
73,628
减持
AX
AXOS FINANCIAL INC COM
-$10.2M
919,118
-1%
减持
—
PETIQ INC COM CL A
-$10.1M
1,235,103
-2%
减持
ICE
INTERCONTINENTAL EXCHANGE INC
-$9.5M
235,468
-2%
增持
EXLS
EXLSERVICE HOLDINGS INC COM
+$9.4M
804,272
+6%
减持
POOL
POOL CORP COM
-$8.8M
117,107
-1%
减持
ANSS
ANSYS INC COM
-$8.7M
104,120
-2%
减持
TXRH
TEXAS ROADHOUSE INC COM
-$8.7M
771,082
-1%
减持
SMTC
SEMTECH CORP COM
-$8.6M
596,328
-0%
增持
DSGX
DESCARTES SYS GROUP INC COM
-$8.4M
1,366,155
+7%
减持
AZTA
AZENTA INC COM
-$8.3M
716,262
-1%
减持
ALGN
ALIGN TECHNOLOGY INC COM
-$8.3M
40,150
-2%
减持
STAA
STAAR SURGICAL CO
-$8.2M
908,799
-0%
减持
—
ABIOMED INC COM
-$7.8M
90,426
-1%
减持
BL
BLACKLINE INC COM
-$7.8M
1,089,402
-1%
减持
—
AVID BIOSERVICES INC COM
-$7.5M
1,366,350
-2%
减持
—
PACIFIC PREMIER BANCORP COM
-$7.4M
1,154,417
-1%
减持
JJSF
J & J SNACK FOODS CORP COM
-$7.0M
409,270
-1%
减持
DORM
DORMAN PRODS INC COM
+$6.8M
496,069
-1%
减持
IT
GARTNER INC COM
-$6.7M
110,508
-2%
减持
BURL
BURLINGTON STORES INC COM
-$6.7M
141,490
-1%
减持
CPRT
COPART INC COM
-$6.6M
369,795
-1%
减持
APH
AMPHENOL CORP NEW CL A
-$6.6M
535,954
-2%
减持
SSNC
SS&C TECHNOLOGIES HLDGS INC CO
-$6.5M
137,805
-29%
减持
ALRM
ALARM COM HLDGS INC COM
-$6.3M
1,244,328
-1%
增持
NOVT
NOVANTA INC COM
-$6.3M
622,186
+8%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC COM
-$6.2M
281,909
-1%
减持
VRSK
VERISK ANALYTICS INC COM
-$6.2M
137,148
-2%
减持
—
BARNES GROUP INC COM
-$6.0M
630,309
-1%
减持
HQY
HEALTHEQUITY INC COM
-$5.7M
850,277
-1%
减持
IIIV
I3 VERTICALS INC CL A
-$5.6M
1,810,008
-1%
减持
—
STERIS PLC SHS USD
-$5.6M
140,271
-2%
减持
CGNX
COGNEX CORP COM
-$5.5M
152,895
-2%
增持
GNRC
GENERAC HLDGS INC COM
-$5.5M
107,821
+14%
减持
RJF
RAYMOND JAMES FINL INC COM
-$5.2M
234,350
-2%
增持
MPWR
MONOLITHIC PWR SYS INC COM
+$5.1M
20,595
+262%
减持
LULU
LULULEMON ATHLETICA INC COM
-$5.1M
51,975
-2%
减持
WSO
WATSCO INC COM
-$5.1M
75,592
-1%
减持
GPN
GLOBAL PMTS INC COM
-$5.1M
180,350
-1%
增持
PLUS
EPLUS INC COM
+$5.0M
1,323,147
+14%
减持
ROP
ROPER TECHNOLOGIES INC COM
-$5.0M
58,571
-2%
减持
ORLY
OREILLY AUTOMOTIVE INC COM
-$4.4M
67,360
-2%
减持
FRPT
FRESHPET INC COM
-$4.4M
83,251
-2%
减持
FISV
FISERV INC COM
-$4.1M
289,958
-2%
减持
RGEN
REPLIGEN CORP COM
-$3.7M
143,409
-0%
减持
TRMB
TRIMBLE INC COM
-$3.6M
241,329
-2%
增持
CRNC
CERENCE INC COM
-$3.6M
340,486
+0%
减持
—
COOPER COS INC COM NEW
-$3.5M
30,411
-3%
减持
MRTN
MARTEN TRANS LTD COM
-$3.5M
3,162,370
-1%
减持
CSGP
COSTAR GROUP INC COM
-$3.4M
510,048
-1%
增持
—
TECHTARGET INC COM
+$3.4M
656,944
+34%
减持
TWLO
TWILIO INC CL A
-$3.4M
41,090
-0%
减持
DCI
DONALDSON INC COM
-$3.0M
692,147
-1%
增持
—
EVOQUA WATER TECHNOLOGIES CORP
+$3.0M
1,662,498
+53%
减持
WDFC
WD 40 CO COM
+$2.8M
171,567
-1%
减持
BR
BROADRIDGE FINL SOLUTIONS INC
-$2.5M
158,660
-2%
增持
SPSC
SPS COMM INC COM
+$2.4M
304,361
+25%
减持
IEX
IDEX CORP COM
-$2.1M
155,534
-2%
增持
JBHT
HUNT J B TRANS SVCS INC COM
-$2.0M
49,543
+2%
增持
RBC
RBC BEARINGS INC COM
-$1.8M
547,160
+3%
减持
CHD
CHURCH & DWIGHT CO INC COM
-$1.8M
251,281
-1%
增持
BCPC
BALCHEM CORP COM
+$1.7M
696,285
+7%
减持
FBIN
FORTUNE BRANDS HOME & SEC INC
-$1.7M
108,739
-2%
减持
CRL
CHARLES RIV LABS INTL INC COM
-$1.6M
22,176
-1%
减持
MRVL
MARVELL TECHNOLOGY INC COM
-$1.6M
55,915
-1%
减持
—
CATALENT INC COM
-$1.4M
268,131
-1%
减持
MSFT
MICROSOFT CORP COM
-$1.4M
16,748
-9%
减持
AAON
AAON INC COM
-$1.3M
1,068,792
-0%
减持
BLKB
BLACKBAUD INC COM
-$1.3M
679,865
-0%
增持
—
PERFICIENT INC COM
-$1.3M
823,380
+18%
减持
LMAT
LEMAITRE VASCULAR INC COM
-$1.3M
856,779
-1%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$1.2M
1,889
-1%
减持
ULTA
ULTA BEAUTY INC COM
-$1.1M
60,500
-1%
减持
COST
COSTCO WHSL CORP NEW COM
-$933.0K
9,070
-1%
减持
EW
EDWARDS LIFESCIENCES CORP COM
-$875.0K
36,573
-1%
减持
IWP
ISHARES TR RUS MD CP GR ETF
-$834.0K
4,199
-64%
减持
ADBE
ADOBE SYSTEMS INCORPORATED COM
-$795.0K
8,404
-1%
增持
ESE
ESCO TECHNOLOGIES INC COM
-$788.0K
823,307
+1%
减持
DHR
DANAHER CORPORATION COM
-$752.0K
17,474
-1%
减持
DIS
DISNEY WALT CO COM DISNEY
-$706.0K
15,960
-1%
减持
CRM
SALESFORCE INC COM
-$678.0K
13,642
-1%
增持
PAYC
PAYCOM SOFTWARE INC COM
-$654.0K
14,864
+7%
增持
ETSY
ETSY INC COM
-$629.0K
91,618
+55%
减持
LOW
LOWES COS INC COM
-$626.0K
21,039
-1%
增持
IWO
ISHARES TR RUS 2000 GRW ETF
-$618.0K
32,724
+14%
减持
KNSL
KINSALE CAP GROUP INC COM
-$602.0K
644,081
-1%
减持
WMT
WALMART INC COM
-$514.0K
17,763
-1%
减持
TMO
THERMO FISHER SCIENTIFIC INC C
-$453.0K
8,403
-1%
减持
V
VISA INC COM CL A
-$450.0K
16,457
-1%
减持
EPAM
EPAM SYS INC COM
-$388.0K
80,798
-1%
减持
—
EVO PMTS INC CL A COM
+$310.0K
1,857,123
-1%
减持
ECL
ECOLAB INC COM
-$291.0K
11,765
-1%
减持
TJX
TJX COS INC NEW COM
-$272.0K
50,473
-1%
减持
VFC
V F CORP COM
-$249.0K
18,639
-1%
建仓
VOT
VANGUARD INDEX FDS MCAP GR IDX
+$227.0K
1,296
增持
MKTX
MARKETAXESS HLDGS INC COM
-$177.0K
4,259
+14%
增持
HEI/A
HEICO CORP NEW CL A
-$151.0K
189,576
+19%
增持
MSI
MOTOROLA SOLUTIONS INC COM NEW
+$123.0K
6,331
+27%
减持
—
ACTIVISION BLIZZARD INC COM
-$88.0K
25,517
-1%
减持
PLMR
PALOMAR HLDGS INC COM
-$16.0K
332,363
-1%