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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 58
增持 25
减持 10
清仓 57
方向
标的
Δ市值
现股数(环比)
建仓
—
KINSALE CAP GROUP INC
+$171.1M
670,047
清仓
KNSL
KINSALE CAP GROUP INC COM
-$147.9M
0
-100%
清仓
EXPO
EXPONENT INC COM
-$122.6M
0
-100%
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
—
EXPONENT INC
+$122.3M
1,394,439
建仓
—
RBC BEARINGS INC
+$119.4M
574,349
清仓
RBC
RBC BEARINGS INC COM
-$101.2M
0
-100%
清仓
OMCL
OMNICELL COM COM
-$95.5M
0
-100%
建仓
—
FOX FACTORY HOLDING CORP
+$89.4M
1,130,967
清仓
TECH
BIO-TECHNE CORP COM
-$88.8M
0
-100%
清仓
FOXF
FOX FACTORY HLDG CORP COM
-$87.7M
0
-100%
建仓
—
OMNICELL
+$83.9M
964,465
建仓
—
BIO-TECHNE CORP
+$75.7M
266,393
清仓
—
PERFICIENT INC COM
-$75.5M
0
-100%
清仓
NOVT
NOVANTA INC COM
-$75.5M
0
-100%
建仓
—
NOVANTA INC
+$74.9M
647,816
清仓
BL
BLACKLINE INC COM
-$72.6M
0
-100%
清仓
—
LHC GROUP INC COM
-$71.3M
0
-100%
建仓
—
BLACKLINE INC
+$66.5M
1,110,749
建仓
—
EVO PMTS INC CL A
+$64.4M
1,932,910
清仓
TREX
TREX CO INC COM
-$63.5M
0
-100%
建仓
—
CONSTRUCTION PARTNERS INC CL A
+$63.4M
2,417,939
建仓
—
PERFICIENT INC
+$60.2M
925,406
建仓
—
HEALTHEQUITY INC
+$58.9M
876,691
清仓
SITE
SITEONE LANDSCAPE SUPPLY INC C
-$57.5M
0
-100%
建仓
—
EVOQUA WATER TECHNOLOGIES CORP
+$57.3M
1,732,262
清仓
—
ENVESTNET INC COM
-$54.1M
0
-100%
清仓
—
EVOQUA WATER TECHNOLOGIES CORP
-$54.0M
0
-100%
建仓
—
TREX CO INC
+$53.3M
1,213,545
建仓
—
SITEONE LANDSCAPE SUPPLY INC
+$52.5M
504,257
清仓
HQY
HEALTHEQUITY INC COM
-$52.2M
0
-100%
清仓
ROAD
CONSTRUCTION PARTNERS INC COM
-$47.9M
0
-100%
建仓
—
ENVESTNET INC
+$47.4M
1,067,452
建仓
—
SPS COMMUNICATIONS INC
+$47.3M
380,747
建仓
—
ADVANCED DRAIN SYSTEMS INC
+$46.7M
375,877
建仓
—
OREILLY AUTOMOTIVE INC
+$46.3M
65,815
清仓
IIIV
I3 VERTICALS INC CL A
-$45.3M
0
-100%
清仓
—
EVO PMTS INC CL A COM
-$43.7M
0
-100%
建仓
—
KEYSIGHT TECHNOLOGIES INC
+$43.6M
277,015
清仓
—
TECHTARGET INC COM
-$43.2M
0
-100%
清仓
ORLY
OREILLY AUTOMOTIVE INC COM
-$42.6M
0
-100%
清仓
POOL
POOL CORP COM
-$41.1M
0
-100%
建仓
—
TECHTARGET INC
+$40.3M
681,326
清仓
BLKB
BLACKBAUD INC COM
-$39.5M
0
-100%
清仓
ALGT
ALLEGIANT TRAVEL CO COM
-$39.4M
0
-100%
清仓
KEYS
KEYSIGHT TECHNOLOGIES INC COM
-$38.9M
0
-100%
建仓
—
I3 VERTICALS INC CL A
+$37.6M
1,878,547
建仓
—
PACIFIC PREMIER BANCORP
+$37.2M
1,200,118
建仓
—
POOL CORP
+$36.6M
114,978
建仓
—
LHC GROUP INC
+$35.3M
215,386
建仓
—
BIOLIFE SOLUTIONS INC NEW
+$35.0M
1,537,636
建仓
—
COSTAR GROUP INC
+$35.0M
502,119
清仓
WMS
ADVANCED DRAIN SYS INC DEL COM
-$34.5M
0
-100%
清仓
SPSC
SPS COMM INC COM
-$34.4M
0
-100%
清仓
—
PACIFIC PREMIER BANCORP COM
-$33.8M
0
-100%
清仓
AX
AXOS FINANCIAL INC COM
-$33.0M
0
-100%
建仓
—
AXOS FINANCIAL INC
+$32.7M
955,501
建仓
—
BLACKBAUD INC
+$31.1M
705,820
清仓
CSGP
COSTAR GROUP INC COM
-$30.8M
0
-100%
建仓
—
IDEX CORP
+$30.5M
152,612
清仓
—
STERIS PLC SHS USD
-$28.9M
0
-100%
建仓
—
PALOMAR HOLDINGS INC
+$28.9M
344,811
建仓
—
EPAM SYSTEMS INC
+$28.8M
79,405
建仓
—
AXON ENTERPRISE INC
+$28.4M
245,200
清仓
IEX
IDEX CORP COM
-$28.3M
0
-100%
清仓
QTWO
Q2 HLDGS INC COM
-$28.0M
0
-100%
建仓
—
AVID BIOSERVICES INC
+$27.5M
1,440,364
建仓
—
ALLEGIANT TRAVEL CO
+$26.4M
361,915
清仓
IDXX
IDEXX LABS INC COM
-$25.1M
0
-100%
清仓
ANSS
ANSYS INC COM
-$24.9M
0
-100%
建仓
—
Q2 HOLDINGS INC
+$24.7M
768,164
建仓
—
ULTA BEAUTY INC
+$23.8M
59,409
清仓
EPAM
EPAM SYS INC COM
-$23.8M
0
-100%
清仓
VRSK
VERISK ANALYTICS INC COM
-$23.7M
0
-100%
清仓
ULTA
ULTA BEAUTY INC COM
-$23.3M
0
-100%
清仓
AXON
AXON ENTERPRISE INC COM
-$23.0M
0
-100%
建仓
—
VERISK ANALYTICS INC
+$22.9M
134,026
建仓
—
STERIS PLC USD
+$22.8M
137,098
建仓
—
IDEXX LABORATORIES INC
+$22.8M
69,937
清仓
SBNY
SIGNATURE BK NEW YORK N Y COM
-$22.7M
0
-100%
清仓
BR
BROADRIDGE FINL SOLUTIONS INC
-$22.6M
0
-100%
建仓
—
ANSYS INC
+$22.6M
101,809
建仓
—
BROADRIDGE FINANCIAL SOLUTIONS
+$22.3M
154,782
清仓
ICE
INTERCONTINENTAL EXCHANGE INC
-$22.1M
0
-100%
清仓
PLMR
PALOMAR HLDGS INC COM
-$21.4M
0
-100%
清仓
—
AVID BIOSERVICES INC COM
-$20.9M
0
-100%
建仓
—
INTERCONTINENTAL EXCHANGE INC
+$20.8M
229,713
清仓
—
PETIQ INC COM CL A
-$20.7M
0
-100%
清仓
BLFS
BIOLIFE SOLUTIONS INC COM NEW
-$20.1M
0
-100%
清仓
GPN
GLOBAL PMTS INC COM
-$20.0M
0
-100%
增持
AZTA
AZENTA INC
-$19.7M
745,332
+4%
建仓
—
GLOBAL PAYMENTS INC
+$19.0M
175,845
建仓
—
SIGNATURE BANK NEW YORK NY
+$18.8M
124,356
建仓
—
CERTARA INC
+$15.5M
1,170,270
建仓
—
MESA LABORATORIES INC
+$14.8M
104,785
增持
SMTC
SEMTECH CORP
-$14.7M
614,993
+3%
增持
NEOG
NEOGEN CORP
-$14.6M
1,607,224
+4%
增持
BFAM
BRIGHT HORIZONS FAM SOL IN DEL
-$13.9M
594,461
+4%
增持
TXRH
TEXAS ROADHOUSE INC
+$13.4M
800,827
+4%
增持
DORM
DORMAN PRODS INC
-$12.2M
513,949
+4%
增持
—
NV5 GLOBAL INC
+$10.9M
349,190
+26%
减持
—
CATALENT INC
-$10.4M
254,404
-5%
增持
MRTN
MARTEN TRANSPORT LTD
+$9.7M
3,284,564
+4%
建仓
—
ETSY INC
+$9.0M
90,071
清仓
SSNC
SS&C TECHNOLOGIES HLDGS INC CO
-$8.0M
0
-100%
增持
GMED
GLOBUS MED INC CL A
+$7.8M
1,405,771
+4%
增持
FICO
FAIR ISAAC CORP
+$7.3M
266,680
+4%
增持
ALRM
ALARM HOLDINGS INC
+$7.1M
1,296,643
+4%
增持
PLUS
EPLUS INC
-$7.1M
1,522,138
+15%
增持
ESE
ESCO TECHNOLOGIES INC
+$6.8M
858,698
+4%
清仓
ETSY
ETSY INC COM
-$6.7M
0
-100%
清仓
FBIN
FORTUNE BRANDS HOME & SEC INC
-$6.5M
0
-100%
建仓
—
SS&C TECHNOLOGIES HOLDINGS INC
+$6.4M
134,760
增持
LMAT
LEMAITRE VASCULAR INC
+$6.2M
891,838
+4%
建仓
—
PETIQ INC CL A
+$6.0M
862,765
减持
CHD
CHURCH & DWIGHT CO INC
-$5.8M
244,840
-3%
建仓
—
FORTUNE BRANDS HOME & SEC INC
+$5.7M
106,496
增持
DSGX
DESCARTES SYSTEMS GROUP INC
+$5.6M
1,422,120
+4%
减持
CRNC
CERENCE INC
-$5.5M
197,307
-42%
减持
GNRC
GENERAC HOLDINGS INC
-$5.2M
98,245
-9%
增持
TYL
TYLER TECHNOLOGIES INC
+$5.0M
193,153
+3%
建仓
—
PAYCOM SOFTWARE INC
+$5.0M
15,117
增持
—
MASIMO CORP
+$4.8M
302,037
+4%
清仓
COST
COSTCO WHSL CORP NEW COM
-$4.3M
0
-100%
建仓
—
COSTCO WHOLESALE CORP
+$4.3M
9,067
增持
EXLS
EXLSERVICE HOLDINGS INC
+$4.2M
832,673
+4%
清仓
PAYC
PAYCOM SOFTWARE INC COM
-$4.2M
0
-100%
清仓
GOOGL
ALPHABET INC CAP STK CL A
-$4.1M
0
-100%
减持
BURL
BURLINGTON STORES INC
-$3.9M
137,017
-3%
减持
IWO
ISHARES TR RUS 2000 GRW ETF
-$3.6M
15,099
-54%
建仓
—
ALPHABET INC CAP STOCK CL A
+$3.6M
37,805
增持
ONTO
ONTO INNOVATION INC
-$3.6M
1,222,139
+4%
增持
OLLI
OLLIES BARGAIN OUTLET HOLDINGS
-$3.5M
756,665
+4%
清仓
EW
EDWARDS LIFESCIENCES CORP COM
-$3.5M
0
-100%
增持
IWP
ISHARES RUSSELL MID-CAP GROWTH
+$3.5M
48,471
+1054%
清仓
TWLO
TWILIO INC CL A
-$3.4M
0
-100%
清仓
V
VISA INC COM CL A
-$3.2M
0
-100%
增持
WDFC
WD 40 CO
-$3.2M
178,242
+4%
减持
RGEN
REPLIGEN CORP
+$3.2M
141,413
-1%
减持
IT
GARTNER INC
+$3.1M
107,944
-2%
清仓
ADBE
ADOBE SYSTEMS INCORPORATED COM
-$3.1M
0
-100%
建仓
—
EDWARDS LIFESCIENCES CORP
+$3.0M
36,561
建仓
—
VISA INC CL A
+$2.9M
16,452
减持
HUBS
HUBSPOT INC
-$2.7M
68,810
-3%
建仓
—
TWILIO INC CL A
+$2.6M
37,429
减持
ROP
ROPER TECHNOLOGIES INC
-$2.5M
57,267
-2%
增持
STAA
STAAR SURGICAL CO PAR $0.01
+$2.4M
947,126
+4%
建仓
—
ADOBE SYSTEMS INCORPORATED
+$2.3M
8,401
清仓
CRM
SALESFORCE INC COM
-$2.3M
0
-100%
增持
JJSF
J & J SNACK FOODS CORP
-$2.2M
424,527
+4%
增持
BCPC
BALCHEM CORP
-$2.0M
726,548
+4%
