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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 127 项
建仓 4
增持 22
减持 96
清仓 5
方向
标的
Δ市值
现股数(环比)
清仓
—
EVOQUA WATER TECHNOLOGIES CORP
-$86.7M
0
-100%
增持
CWST
CASELLA WASTE SYSTEMS INC CL A
+$39.3M
821,114
+94%
减持
ONTO
ONTO INNOVATION INC
+$34.6M
1,235,431
-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
—
KINSALE CAP GROUP INC
+$26.3M
518,274
-7%
增持
DGII
DIGI INTERNATIONAL INC
+$25.5M
928,375
+184%
减持
—
TREX CO INC
+$20.6M
1,221,230
-0%
建仓
—
AGILYSYS INC
+$19.0M
276,461
清仓
—
TECHTARGET INC
-$18.0M
0
-100%
减持
—
SPS COMMERCE INC
+$17.8M
454,137
-0%
减持
—
NOVANTA INC
+$16.1M
654,675
-0%
清仓
—
CATALENT INC
-$15.7M
0
-100%
减持
—
FOX FACTORY HOLDING CORP
-$15.4M
1,142,812
-1%
清仓
SMTC
SEMTECH CORP
-$15.3M
0
-100%
减持
—
SITEONE LANDSCAPE SUPPLY INC
+$15.3M
509,274
-0%
减持
—
OMNICELL
+$14.8M
999,671
-0%
减持
—
BLACKLINE INC
-$14.2M
1,000,262
-1%
减持
LMAT
LEMAITRE VASCULAR INC
+$14.0M
902,362
-1%
减持
—
CONSTRUCTION PARTNERS INC CL A
+$13.8M
3,132,758
-0%
增持
—
BLACKBAUD INC
+$13.2M
1,054,942
+18%
减持
TYL
TYLER TECHNOLOGIES INC
+$12.7M
232,085
-2%
减持
—
ALLEGIANT TRAVEL CO
+$12.5M
367,893
-0%
增持
PLUS
EPLUS INC
+$11.3M
1,547,192
+0%
减持
STAA
STAAR SURGICAL CO
-$11.3M
951,029
-1%
减持
—
AVID BIOSERVICES INC
-$11.2M
2,319,970
-0%
减持
—
PERFICIENT INC
+$10.4M
954,652
-0%
建仓
—
DOUBLEVERIFY HOLDINGS INC
+$9.6M
247,867
减持
AZTA
AZENTA INC
-$9.5M
510,251
-32%
减持
—
AXON ENTERPRISE INC
-$9.5M
212,140
-6%
减持
—
MESA LABORATORIES INC
-$9.5M
191,670
-2%
减持
EXLS
EXLSERVICE HOLDINGS INC
-$9.4M
840,323
-0%
建仓
—
SHOCKWAVE MED INC
+$9.2M
32,130
增持
—
GROCERY OUTLET HOLDING CORP
+$9.1M
922,002
+36%
减持
BFAM
BRIGHT HORIZONS FAM SOL IN DEL
+$9.1M
597,978
-0%
减持
—
EXPONENT INC
-$9.1M
1,410,674
-0%
增持
—
RBC BEARINGS INC
-$8.7M
582,559
+0%
增持
WDFC
WD 40 CO
+$8.5M
216,193
+19%
增持
—
CERTARA INC
+$8.1M
2,993,552
+56%
增持
—
BIO-TECHNE CORP
+$8.1M
1,071,517
+0%
减持
—
COSTAR GROUP INC
+$7.9M
481,785
-5%
减持
BURL
BURLINGTON STORES INC
-$6.9M
121,717
-6%
减持
ESE
ESCO TECHNOLOGIES INC
+$6.8M
868,042
-0%
减持
—
MASIMO CORP
-$6.5M
304,691
-1%
减持
—
EPAM SYSTEMS INC
-$6.3M
69,462
-5%
增持
—
VERISK ANALYTICS INC
+$6.3M
154,904
+3%
减持
—
ULTA BEAUTY INC
-$6.0M
54,475
-6%
减持
BCPC
BALCHEM CORP
+$5.9M
760,948
-0%
增持
—
STERIS PLC USD
+$5.8M
145,403
+3%
减持
NEOG
NEOGEN CORP
+$5.3M
1,643,576
-0%
减持
JJSF
J & J SNACK FOODS CORP
+$5.2M
518,900
-0%
减持
CPRT
COPART INC
+$4.7M
613,462
-10%
减持
—
KEYSIGHT TECHNOLOGIES INC
-$4.5M
218,286
-14%
减持
RGEN
REPLIGEN CORP
-$4.4M
123,606
-5%
增持
GMED
GLOBUS MED INC CL A
+$4.4M
1,437,751
+0%
增持
DORM
DORMAN PRODS INC
-$4.4M
588,190
+0%
增持
—
PAYCOM SOFTWARE INC
+$4.2M
40,018
+41%
减持
—
IDEX CORP
-$4.0M
130,097
-6%
减持
IWO
ISHARES TR RUS 2000 GRW ETF
-$3.9M
24,075
-44%
减持
HUBS
HUBSPOT INC
+$3.5M
47,153
-6%
减持
—
HEALTHEQUITY INC
+$3.4M
873,813
-1%
减持
TXRH
TEXAS ROADHOUSE INC
+$3.4M
874,898
-0%
减持
—
I3 VERTICALS INC CL A
-$3.2M
1,909,975
-0%
增持
—
RYAN SPECIALTY HOLDINGS INC CL
+$3.2M
229,023
+30%
减持
FICO
FAIR ISAAC CORP
-$3.0M
230,577
-15%
减持
WSO
WATSCO INC
+$2.9M
64,631
-5%
减持
—
NV5 GLOBAL INC
+$2.9M
441,255
-0%
减持
—
ADVANCED DRAIN SYSTEMS INC
+$2.9M
278,476
-19%
减持
—
ETSY INC
-$2.6M
76,493
-6%
减持
—
ANSYS INC
-$2.4M
98,105
-6%
减持
AAON
AAON INC
-$2.4M
1,129,309
-0%
减持
DCI
DONALDSON INC
-$2.1M
727,622
-0%
减持
—
GLOBAL PAYMENTS INC
-$2.0M
148,102
-6%
增持
ALRM
ALARM HOLDINGS INC
+$1.9M
1,308,256
+0%
减持
—
IDEXX LABORATORIES INC
-$1.9M
59,865
-6%
减持
CHD
CHURCH & DWIGHT CO INC
+$1.8M
258,572
-5%
减持
INTU
INTUIT
-$1.6M
95,544
-6%
减持
MRTN
MARTEN TRANSPORT LTD
+$1.6M
3,324,683
-0%
减持
FISV
FISERV INC
+$1.6M
265,976
-6%
减持
GNRC
GENERAC HOLDINGS INC
+$1.5M
43,468
-6%
减持
DSGX
DESCARTES SYSTEMS GROUP INC
-$1.5M
1,437,057
-1%
清仓
DIS
DISNEY WALT CO
-$1.3M
0
-100%
增持
—
COOPER COS INC NEW
+$1.3M
29,943
+10%
减持
—
AXOS FINANCIAL INC
+$1.3M
541,293
-0%
增持
—
BARNES GROUP INC
+$1.3M
664,811
+0%
减持
—
BROADRIDGE FINANCIAL SOLUTIONS
+$1.2M
132,575
-6%
减持
—
POOL CORP
+$1.1M
91,573
-5%
增持
MRVL
MARVELL TECHNOLOGY INC
+$1.0M
51,004
+9%
减持
APH
AMPHENOL CORP CL A
-$933.2K
446,536
-6%
减持
—
PALOMAR HOLDINGS INC
+$930.3K
349,371
-0%
建仓
—
INTUITIVE SURGICAL INC
+$895.2K
2,618
减持
CDNS
CADENCE DESIGN SYSTEM INC
+$884.1K
84,132
-6%
减持
IWP
ISHARES RUSSELL MID-CAP GROWTH
-$868.2K
2,632
-79%
减持
—
FORTUNE BRANDS INNOVATIONS INC
+$852.1K
91,286
-6%
减持
HEI/A
HEICO CORP CL A
-$695.0K
160,366
-6%
增持
SPGI
S&P GLOBAL INC
+$688.7K
4,839
+33%
减持
—
OREILLY AUTOMOTIVE INC
+$671.8K
50,051
-10%
减持
RJF
RAYMOND JAMES FINANCIAL INC
+$638.4K
137,155
-6%
增持
—
BIOLIFE SOLUTIONS INC NEW
+$606.3K
1,561,443
+0%
减持
—
ADOBE SYSTEMS INCORPORATED
+$590.0K
6,765
-4%
减持
TRMB
TRIMBLE INC
-$588.0K
202,635
-6%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$534.9K
6,765
-4%
减持
ROP
ROPER TECHNOLOGIES INC
+$518.9K
49,015
-6%
增持
—
MARKETAXESS HOLDINGS INC
-$514.7K
4,873
+7%
减持
LULU
LULULEMON ATHLETICA INC
-$457.5K
49,354
-6%
减持
MPWR
MONOLITHIC POWER SYSTEMS INC
+$405.5K
16,780
-3%
减持
—
INTERCONTINENTAL EXCHANGE INC
+$357.5K
196,394
-6%
减持
DHR
DANAHER CORPORATION
-$318.9K
14,077
-4%
减持
IT
GARTNER INC
+$311.6K
92,529
-6%
减持
LOW
LOWES COS INC
+$293.0K
16,952
-4%
减持
CGNX
COGNEX CORP
+$292.7K
93,202
-6%
减持
—
EDWARDS LIFESCIENCES CORP
+$274.4K
33,805
-4%
减持
—
ENVESTNET INC
+$270.3K
1,071,437
-1%
减持
JBHT
HUNT J B TRANS SERVICES INC
-$220.6K
41,169
-6%
减持
FRPT
FRESHPET INC
-$157.7K
37,436
-5%
减持
—
COSTCO WHOLESALE CORP
+$148.3K
7,307
-4%
减持
ECL
ECOLAB INC
+$133.4K
9,472
-4%
减持
TJX
TJX COS INC
+$127.6K
40,681
-4%
减持
MSFT
MICROSOFT CORP
+$101.8K
12,208
-13%
减持
—
ALPHABET INC CAP STOCK CL A
-$98.2K
26,694
-16%
减持
MCHP
MICROCHIP TECHNOLOGY INC
+$85.0K
37,295
-4%
减持
ALGN
ALIGN TECHNOLOGY INC
-$63.5K
22,872
-6%
减持
CRL
CHARLES RIVER LABORATORIES INT
-$55.8K
18,389
-5%
减持
WMT
WAL-MART INC
+$51.3K
14,320
-4%
减持
OLLI
OLLIES BARGAIN OUTLET HOLDINGS
-$45.4K
1,031,369
-0%
减持
—
VISA INC CL A
+$33.6K
13,263
-4%
减持
—
SS&C TECHNOLOGIES HOLDINGS INC
+$32.8K
115,165
-6%
减持
—
SALESFORCE INC
+$25.9K
8,658
-4%
减持
MSI
MOTOROLA SOLUTIONS INC NEW
-$23.6K
5,108
-4%
