小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 131 项
建仓 3
增持 36
减持 85
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
FICO
FAIR ISAAC CORP
+$49.8M
266,728
+0%
减持
—
OMNICELL
-$35.4M
962,769
-0%
清仓
—
LHC GROUP INC
-$35.3M
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。
减持
—
KINSALE CAP GROUP INC
-$28.5M
545,512
-19%
建仓
—
STERIS PLC USD
+$25.8M
139,688
减持
AAON
AAON INC
+$23.7M
1,111,610
-0%
清仓
—
STERIS PLC USD
-$22.8M
0
-100%
增持
GMED
GLOBUS MED INC CL A
+$22.0M
1,424,326
+1%
清仓
—
ABIOMED INC
-$21.9M
0
-100%
减持
STAA
STAAR SURGICAL CO PAR $0.01
-$21.2M
940,457
-1%
减持
ALRM
ALARM HOLDINGS INC
-$20.6M
1,284,235
-1%
增持
—
BLACKBAUD INC
+$20.5M
877,192
+24%
减持
—
ADVANCED DRAIN SYSTEMS INC
-$19.1M
336,774
-10%
减持
—
ENVESTNET INC
+$18.4M
1,066,352
-0%
减持
EXLS
EXLSERVICE HOLDINGS INC
+$17.8M
829,429
-0%
增持
—
MESA LABORATORIES INC
+$17.1M
191,816
+83%
减持
—
EXPONENT INC
+$15.7M
1,392,518
-0%
减持
—
FOX FACTORY HOLDING CORP
+$13.6M
1,129,923
-0%
减持
—
PALOMAR HOLDINGS INC
-$13.5M
339,224
-2%
增持
—
NOVANTA INC
+$13.2M
648,444
+0%
增持
—
BIO-TECHNE CORP
+$12.2M
1,059,500
+298%
增持
ESE
ESCO TECHNOLOGIES INC
+$12.2M
859,225
+0%
增持
—
EVOQUA WATER TECHNOLOGIES CORP
+$11.4M
1,734,219
+0%
减持
AZTA
AZENTA INC
+$11.2M
741,166
-1%
减持
—
TECHTARGET INC
-$11.0M
665,586
-2%
减持
GNRC
GENERAC HOLDINGS INC
-$10.6M
68,346
-30%
增持
—
SPS COMMUNICATIONS INC
+$10.2M
447,896
+18%
减持
BURL
BURLINGTON STORES INC
+$10.2M
125,699
-8%
增持
JJSF
J & J SNACK FOODS CORP
+$9.8M
432,500
+2%
减持
—
AXON ENTERPRISE INC
+$9.1M
225,672
-8%
增持
DSGX
DESCARTES SYSTEMS GROUP INC
+$8.9M
1,425,085
+0%
减持
—
CATALENT INC
-$8.3M
224,341
-12%
减持
—
SIGNATURE BANK NEW YORK NY
-$8.1M
92,362
-26%
增持
IWO
ISHARES TR RUS 2000 GRW ETF
+$8.1M
52,413
+247%
增持
—
I3 VERTICALS INC CL A
+$8.1M
1,879,066
+0%
增持
—
CONSTRUCTION PARTNERS INC CL A
+$7.9M
2,671,078
+10%
减持
—
BARNES GROUP INC
+$7.8M
654,079
-0%
减持
—
BIOLIFE SOLUTIONS INC NEW
-$7.3M
1,520,053
-1%
增持
DCI
DONALDSON INC
+$7.2M
719,992
+0%
增持
—
NV5 GLOBAL INC
+$7.0M
379,976
+9%
减持
—
SITEONE LANDSCAPE SUPPLY INC
+$6.6M
503,655
-0%
清仓
—
PETIQ INC CL A
-$6.0M
0
-100%
增持
—
PERFICIENT INC
+$5.4M
939,379
+2%
减持
—
HEALTHEQUITY INC
-$5.4M
867,798
-1%
增持
TYL
TYLER TECHNOLOGIES INC
-$4.8M
193,347
+0%
减持
—
EPAM SYSTEMS INC
-$4.8M
73,237
-8%
减持
ONTO
ONTO INNOVATION INC
+$4.8M
1,219,456
-0%
减持
—
Q2 HOLDINGS INC
-$4.6M
748,704
-3%
增持
DORM
DORMAN PRODS INC
+$4.6M
578,893
+13%
减持
RGEN
REPLIGEN CORP
-$4.6M
129,065
-9%
减持
—
POOL CORP
-$4.5M
106,225
-8%
减持
—
GLOBAL PAYMENTS INC
-$4.4M
146,772
-17%
减持
PLUS
EPLUS INC
+$4.1M
1,520,532
-0%
增持
LMAT
LEMAITRE VASCULAR INC
-$4.1M
893,312
+0%
减持
INTU
INTUIT
-$4.0M
101,345
-10%
减持
—
BLACKLINE INC
+$3.9M
1,046,913
-6%
减持
HUBS
HUBSPOT INC
-$3.9M
50,935
-26%
增持
—
AXOS FINANCIAL INC
+$3.8M
955,690
+0%
减持
OLLI
OLLIES BARGAIN OUTLET HOLDINGS
-$3.7M
754,261
-0%
增持
—
PAYCOM SOFTWARE INC
+$3.7M
27,888
+84%
减持
—
IDEXX LABORATORIES INC
+$3.6M
64,736
-7%
减持
—
ULTA BEAUTY INC
+$3.6M
58,498
-2%
减持
IT
GARTNER INC
+$3.5M
99,364
-8%
增持
BCPC
BALCHEM CORP
+$3.3M
750,324
+3%
增持
—
CERTARA INC
+$3.3M
1,171,369
+0%
减持
—
BROADRIDGE FINANCIAL SOLUTIONS
-$3.1M
143,127
-8%
清仓
CRNC
CERENCE INC
-$3.1M
0
-100%
增持
TXRH
TEXAS ROADHOUSE INC
+$3.1M
801,988
+0%
建仓
VBK
VANGUARD SMALL-CAP GROWTH INDE
+$2.9M
14,518
减持
WDFC
WD 40 CO
-$2.9M
176,273
-1%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$2.7M
90,148
+25%
增持
LULU
LULULEMON ATHLETICA INC
+$2.7M
53,134
+4%
清仓
—
TWILIO INC CL A
-$2.6M
0
-100%
减持
WSO
WATSCO INC
-$2.4M
66,870
-10%
减持
—
COSTAR GROUP INC
+$2.4M
483,448
-4%
增持
—
ANSYS INC
+$2.4M
103,270
+1%
减持
—
TREX CO INC
-$2.4M
1,203,529
-1%
减持
BFAM
BRIGHT HORIZONS FAM SOL IN DEL
+$2.4M
580,587
-2%
增持
—
AVID BIOSERVICES INC
-$2.2M
1,836,781
+28%
减持
—
ALLEGIANT TRAVEL CO
-$2.1M
356,999
-1%
增持
MRTN
MARTEN TRANSPORT LTD
+$2.1M
3,287,709
+0%
增持
CPRT
COPART INC
+$2.1M
665,908
+84%
减持
TRMB
TRIMBLE INC
-$2.0M
213,463
-10%
减持
FRPT
FRESHPET INC
-$1.8M
38,562
-49%
减持
ROP
ROPER TECHNOLOGIES INC
+$1.8M
51,727
-10%
减持
NEOG
NEOGEN CORP
+$1.7M
1,588,433
-1%
减持
—
MASIMO CORP
+$1.7M
299,855
-1%
减持
—
IDEX CORP
+$1.7M
140,943
-8%
建仓
SPGI
S&P GLOBAL INC
+$1.3M
3,900
增持
—
EVO PMTS INC CL A
+$1.2M
1,938,489
+0%
减持
MPWR
MONOLITHIC POWER SYSTEMS INC
-$1.2M
16,612
-15%
增持
—
VERISK ANALYTICS INC
+$1.2M
136,331
+2%
减持
—
OREILLY AUTOMOTIVE INC
+$1.2M
56,227
-15%
减持
—
COOPER COS INC NEW
+$1.0M
26,884
-10%
减持
RJF
RAYMOND JAMES FINANCIAL INC
-$1.0M
203,237
-12%
清仓
—
ACTIVISION BLIZZARD INC
-$949.0K
0
-100%
减持
APH
AMPHENOL CORP CL A
+$934.0K
473,746
-10%
减持
—
ETSY INC
+$888.5K
82,714
-8%
减持
—
RBC BEARINGS INC
+$788.9K
573,890
-0%
减持
HEI/A
HEICO CORP CL A
-$767.1K
171,272
-8%
减持
ALGN
ALIGN TECHNOLOGY INC
-$653.0K
35,519
-10%
减持
CGNX
COGNEX CORP
+$636.6K
138,369
-2%
减持
MRVL
MARVELL TECHNOLOGY INC
-$616.8K
48,115
-14%
减持
—
ALPHABET INC CAP STOCK CL A
-$605.9K
34,116
-10%
减持
—
COSTCO WHOLESALE CORP
-$545.5K
8,185
-10%
减持
—
INTERCONTINENTAL EXCHANGE INC
+$523.3K
207,411
-10%
减持
CHD
CHURCH & DWIGHT CO INC
+$492.8K
223,097
-9%
减持
TJX
TJX COS INC
+$490.8K
45,550
-10%
增持
SMTC
SEMTECH CORP
-$441.1K
615,054
+0%
增持
CRL
CHARLES RIVER LABORATORIES INT
+$435.9K
20,050
+0%
减持
—
SALESFORCE INC
-$329.3K
12,314
-10%
减持
DHR
DANAHER CORPORATION
-$327.7K
15,765
-10%
减持
IWP
ISHARES RUSSELL MID-CAP GROWTH
-$322.8K
41,617
-14%
减持
DIS
DISNEY WALT CO
-$312.7K
13,724
-14%
减持
FISV
FISERV INC
-$300.7K
259,942
-8%
减持
MSFT
MICROSOFT CORP
-$274.1K
15,115
-10%
减持
—
ADOBE SYSTEMS INCORPORATED
+$238.6K
7,579
-10%
增持
—
EDWARDS LIFESCIENCES CORP
-$197.0K
37,850
+4%
减持
—
PACIFIC PREMIER BANCORP
+$190.9K
1,183,331
-1%
减持
—
FORTUNE BRANDS INNOVATIONS INC
-$170.2K
97,124
-9%
减持
LOW
LOWES COS INC
-$167.4K
18,985
-10%
减持
—
VISA INC CL A
+$162.7K
14,852
-10%
减持
ECL
ECOLAB INC
-$154.2K
10,613
-10%
减持
JBHT
HUNT J B TRANS SERVICES INC
+$144.5K
44,067
-9%
减持
—
MARKETAXESS HOLDINGS INC
+$108.4K
4,071
-12%
减持
MCHP
MICROCHIP TECHNOLOGY INC
+$103.9K
41,763
-10%
减持
—
SS&C TECHNOLOGIES HOLDINGS INC
-$97.5K
121,715
-10%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$86.9K
7,578
-10%
减持
MSI
MOTOROLA SOLUTIONS INC NEW
+$55.6K
5,714
-10%
减持
—
KEYSIGHT TECHNOLOGIES INC
-$45.1K
254,550
-8%
减持
WMT
WAL-MART INC
-$30.3K
16,029
-10%