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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 128 项
建仓 4
增持 77
减持 42
清仓 5
方向
标的
Δ市值
现股数(环比)
清仓
—
EVO PMTS INC CL A
-$65.6M
0
-100%
清仓
—
PACIFIC PREMIER BANCORP
-$37.3M
0
-100%
增持
—
FOX FACTORY HOLDING CORP
+$36.3M
1,148,605
+2%
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
CWST
CASELLA WASTE SYSTEMS INC CL A
+$34.9M
422,515
增持
FICO
FAIR ISAAC CORP
+$29.9M
269,788
+1%
增持
—
CERTARA INC
+$27.6M
1,924,212
+64%
增持
ONTO
ONTO INNOVATION INC
+$26.3M
1,243,618
+2%
增持
AAON
AAON INC
+$25.7M
1,132,079
+2%
增持
—
KINSALE CAP GROUP INC
+$25.0M
558,521
+2%
增持
GMED
GLOBUS MED INC CL A
-$24.6M
1,433,738
+1%
增持
OLLI
OLLIES BARGAIN OUTLET HOLDINGS
+$24.5M
1,031,974
+37%
增持
TXRH
TEXAS ROADHOUSE INC
+$21.9M
877,864
+9%
增持
TYL
TYLER TECHNOLOGIES INC
+$21.7M
236,869
+23%
清仓
—
Q2 HOLDINGS INC
-$20.1M
0
-100%
建仓
—
GROCERY OUTLET HOLDING CORP
+$19.1M
677,269
增持
—
AVID BIOSERVICES INC
+$18.3M
2,325,909
+27%
增持
—
EVOQUA WATER TECHNOLOGIES CORP
+$18.1M
1,744,414
+1%
增持
DSGX
DESCARTES SYSTEMS GROUP INC
+$17.3M
1,446,338
+1%
减持
—
AXOS FINANCIAL INC
-$16.5M
542,287
-43%
增持
—
NOVANTA INC
+$16.3M
656,127
+1%
增持
STAA
STAAR SURGICAL CO PAR $0.01
+$15.6M
957,857
+2%
增持
—
RBC BEARINGS INC
+$15.3M
581,926
+1%
增持
—
AXON ENTERPRISE INC
+$13.4M
226,236
+0%
增持
—
CONSTRUCTION PARTNERS INC CL A
+$13.2M
3,137,149
+17%
增持
—
MASIMO CORP
+$12.3M
307,039
+2%
增持
JJSF
J & J SNACK FOODS CORP
+$12.2M
519,294
+20%
增持
—
SPS COMMERCE INC
+$11.9M
455,958
+2%
减持
—
TECHTARGET INC
-$11.3M
499,557
-25%
建仓
DGII
DIGI INTERNATIONAL INC
+$11.0M
327,204
增持
—
SITEONE LANDSCAPE SUPPLY INC
+$10.9M
511,179
+1%
增持
CPRT
COPART INC
+$10.7M
681,949
+2%
清仓
—
SIGNATURE BANK NEW YORK NY
-$10.6M
0
-100%
增持
—
OMNICELL
+$10.3M
1,003,571
+4%
增持
—
BLACKBAUD INC
+$10.3M
893,630
+2%
增持
—
ANSYS INC
+$9.9M
104,602
+1%
增持
AZTA
AZENTA INC
-$9.8M
747,065
+1%
增持
—
ALLEGIANT TRAVEL CO
+$9.7M
369,060
+3%
增持
BFAM
BRIGHT HORIZONS FAM SOL IN DEL
+$9.6M
600,336
+3%
增持
—
TREX CO INC
+$8.5M
1,222,017
+2%
增持
PLUS
EPLUS INC
+$8.5M
1,545,616
+2%
增持
—
BIO-TECHNE CORP
-$8.4M
1,070,257
+1%
减持
RJF
RAYMOND JAMES FINANCIAL INC
-$8.1M
145,751
-28%
增持
ESE
ESCO TECHNOLOGIES INC
+$7.9M
870,885
+1%
建仓
—
RYAN SPECIALTY HOLDINGS INC CL
+$7.1M
175,751
减持
HUBS
HUBSPOT INC
+$6.8M
50,292
-1%
增持
NEOG
NEOGEN CORP
+$6.3M
1,644,807
+4%
增持
—
BIOLIFE SOLUTIONS INC NEW
+$6.2M
1,558,693
+3%
增持
CHD
CHURCH & DWIGHT CO INC
+$6.1M
272,702
+22%
增持
INTU
INTUIT
+$5.9M
101,821
+0%
增持
FISV
FISERV INC
+$5.7M
282,813
+9%
增持
—
CATALENT INC
+$5.6M
238,544
+6%
增持
LMAT
LEMAITRE VASCULAR INC
+$5.6M
906,972
+2%
减持
—
IDEXX LABORATORIES INC
+$5.5M
63,906
-1%
增持
DCI
DONALDSON INC
+$5.2M
728,403
+1%
增持
BCPC
BALCHEM CORP
+$5.0M
764,270
+2%
增持
WSO
WATSCO INC
+$5.0M
68,250
+2%
增持
MRTN
MARTEN TRANSPORT LTD
+$4.8M
3,335,105
+1%
增持
—
VERISK ANALYTICS INC
+$4.7M
149,771
+10%
减持
CDNS
CADENCE DESIGN SYSTEM INC
+$4.4M
89,707
-0%
增持
—
NV5 GLOBAL INC
-$4.3M
442,374
+16%
减持
—
ULTA BEAUTY INC
+$4.2M
57,948
-1%
增持
EXLS
EXLSERVICE HOLDINGS INC
-$4.2M
842,582
+2%
增持
—
PALOMAR HOLDINGS INC
+$4.0M
350,493
+3%
增持
DORM
DORMAN PRODS INC
+$3.9M
588,057
+2%
增持
WDFC
WD 40 CO
+$3.8M
181,084
+3%
增持
—
PERFICIENT INC
+$3.5M
957,298
+2%
清仓
VBK
VANGUARD SMALL-CAP GROWTH INDE
-$2.9M
0
-100%
增持
APH
AMPHENOL CORP CL A
+$2.8M
475,605
+0%
增持
MPWR
MONOLITHIC POWER SYSTEMS INC
+$2.8M
17,300
+4%
增持
—
EXPONENT INC
+$2.7M
1,411,388
+1%
减持
HEI/A
HEICO CORP CL A
+$2.7M
171,026
-0%
减持
—
KEYSIGHT TECHNOLOGIES INC
-$2.5M
254,269
-0%
增持
—
ENVESTNET INC
-$2.5M
1,079,248
+1%
减持
—
BLACKLINE INC
-$2.4M
1,012,942
-3%
增持
—
COSTAR GROUP INC
-$2.4M
508,387
+5%
减持
IWP
ISHARES RUSSELL MID-CAP GROWTH
-$2.4M
12,329
-70%
增持
SMTC
SEMTECH CORP
-$2.3M
635,748
+3%
增持
—
MESA LABORATORIES INC
+$2.2M
195,141
+2%
增持
ALRM
ALARM HOLDINGS INC
+$2.2M
1,306,667
+2%
减持
LULU
LULULEMON ATHLETICA INC
+$2.1M
52,550
-1%
增持
—
EPAM SYSTEMS INC
-$2.1M
73,416
+0%
增持
—
GLOBAL PAYMENTS INC
+$2.0M
157,979
+8%
减持
GNRC
GENERAC HOLDINGS INC
-$1.9M
46,055
-33%
增持
—
HEALTHEQUITY INC
-$1.7M
881,421
+2%
减持
CGNX
COGNEX CORP
-$1.6M
99,464
-28%
减持
—
BROADRIDGE FINANCIAL SOLUTIONS
+$1.5M
141,407
-1%
减持
IWO
ISHARES TR RUS 2000 GRW ETF
-$1.5M
42,850
-18%
减持
IT
GARTNER INC
-$1.3M
98,543
-1%
增持
—
COOPER COS INC NEW
+$1.3M
27,187
+1%
增持
—
ADVANCED DRAIN SYSTEMS INC
+$1.2M
342,073
+2%
增持
—
STERIS PLC USD
+$1.2M
140,955
+1%
增持
—
I3 VERTICALS INC CL A
+$1.1M
1,911,147
+2%
减持
—
POOL CORP
+$1.0M
96,834
-9%
减持
—
ETSY INC
-$804.8K
81,763
-1%
增持
ROP
ROPER TECHNOLOGIES INC
+$696.5K
52,299
+1%
减持
ALGN
ALIGN TECHNOLOGY INC
+$660.9K
24,397
-31%
增持
—
MARKETAXESS HOLDINGS INC
+$653.2K
4,571
+12%
增持
—
SS&C TECHNOLOGIES HOLDINGS INC
+$609.8K
123,008
+1%
增持
FRPT
FRESHPET INC
+$586.4K
39,604
+3%
增持
—
INTERCONTINENTAL EXCHANGE INC
+$572.5K
209,520
+1%
增持
BURL
BURLINGTON STORES INC
+$561.3K
128,887
+3%
增持
TRMB
TRIMBLE INC
+$522.7K
215,861
+1%
减持
DHR
DANAHER CORPORATION
-$486.9K
14,670
-7%
减持
CRL
CHARLES RIVER LABORATORIES INT
-$446.9K
19,433
-3%
减持
MSFT
MICROSOFT CORP
+$430.6K
14,067
-7%
减持
MCHP
MICROCHIP TECHNOLOGY INC
+$322.4K
38,867
-7%
减持
—
OREILLY AUTOMOTIVE INC
-$315.4K
55,528
-1%
减持
TJX
TJX COS INC
-$304.0K
42,391
-7%
减持
—
ALPHABET INC CAP STOCK CL A
+$283.4K
31,750
-7%
减持
MRVL
MARVELL TECHNOLOGY INC
+$251.1K
46,958
-2%
减持
LOW
LOWES COS INC
-$249.5K
17,668
-7%
减持
—
IDEX CORP
-$183.9K
138,500
-2%
减持
—
SALESFORCE INC
+$170.5K
9,026
-27%
增持
—
FORTUNE BRANDS INNOVATIONS INC
+$169.1K
97,325
+0%
减持
—
ADOBE SYSTEMS INCORPORATED
+$167.5K
7,053
-7%
减持
DIS
DISNEY WALT CO
+$149.7K
13,403
-2%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$108.6K
7,052
-7%
减持
—
EDWARDS LIFESCIENCES CORP
+$90.4K
35,228
-7%
减持
ECL
ECOLAB INC
+$90.1K
9,877
-7%
减持
WMT
WAL-MART INC
-$73.2K
14,917
-7%
增持
RGEN
REPLIGEN CORP
+$60.5K
130,153
+1%
减持
SPGI
S&P GLOBAL INC
-$55.1K
3,629
-7%
减持
—
COSTCO WHOLESALE CORP
+$49.2K
7,619
-7%
减持
MSI
MOTOROLA SOLUTIONS INC NEW
+$49.1K
5,318
-7%
增持
—
PAYCOM SOFTWARE INC
-$30.7K
28,365
+2%
减持
—
VISA INC CL A
+$30.4K
13,821
-7%
增持
—
BARNES GROUP INC
+$16.8K
663,751
+1%
减持
JBHT
HUNT J B TRANS SERVICES INC
-$10.0K
43,734
-1%
