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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 128 项
建仓 3
增持 40
减持 84
清仓 1
方向
标的
Δ市值
现股数(环比)
减持
—
KINSALE CAP GROUP INC
-$43.6M
419,577
-6%
减持
—
FOX FACTORY HOLDING CORP
-$37.4M
1,125,462
-2%
增持
—
TREX CO INC
+$36.8M
1,354,842
+11%
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
FICO
FAIR ISAAC CORP
-$36.3M
101,287
-43%
增持
TXRH
TEXAS ROADHOUSE INC
+$31.5M
948,219
+8%
增持
—
RBC BEARINGS INC
+$30.4M
585,988
+0%
增持
AAON
AAON INC
+$29.7M
1,702,641
+1%
增持
—
NOVANTA INC
+$29.1M
781,341
+9%
减持
ONTO
ONTO INNOVATION INC
+$29.0M
1,145,677
-0%
增持
—
DOUBLEVERIFY HOLDINGS INC
+$25.9M
1,895,540
+21%
减持
PLUS
EPLUS INC
+$25.0M
1,548,509
-0%
增持
—
CERTARA INC
+$24.2M
3,824,850
+29%
减持
—
CONSTRUCTION PARTNERS INC CL A
+$21.6M
3,140,563
-0%
清仓
—
AVID BIOSERVICES INC
-$21.3M
0
-100%
增持
BCPC
BALCHEM CORP
+$19.4M
767,211
+1%
增持
—
AGILYSYS INC
+$18.4M
620,361
+20%
减持
—
BLACKBAUD INC
+$17.3M
1,060,788
-0%
增持
—
EXPONENT INC
+$16.4M
1,558,189
+10%
增持
DSGX
DESCARTES SYSTEMS GROUP INC
+$16.2M
1,468,407
+0%
增持
NEOG
NEOGEN CORP
+$12.5M
2,138,629
+30%
增持
EXLS
EXLSERVICE HOLDINGS INC
+$12.2M
4,219,652
+0%
增持
—
AXOS FINANCIAL INC
+$12.2M
728,143
+0%
减持
—
AXON ENTERPRISE INC
+$11.7M
201,838
-1%
增持
DGII
DIGI INTERNATIONAL INC
+$11.2M
1,396,042
+50%
减持
ESE
ESCO TECHNOLOGIES INC
+$10.8M
872,121
-0%
建仓
ODFL
OLD DOMINION FREIGHT LINE INC
+$10.6M
26,053
减持
—
SPS COMMERCE INC
+$10.5M
455,651
-0%
增持
—
BIO-TECHNE CORP
+$10.4M
1,079,256
+1%
增持
—
GROCERY OUTLET HOLDING CORP
+$10.3M
1,373,378
+48%
建仓
VMC
VULCAN MATERIALS CO
+$10.3M
45,197
减持
STAA
STAAR SURGICAL CO
-$9.7M
918,156
-4%
增持
—
SPX TECHNOLOGIES INC
+$9.2M
465,807
+0%
减持
—
OMNICELL
-$8.8M
938,944
-4%
减持
CWST
CASELLA WASTE SYSTEMS INC CL A
+$8.8M
972,042
-0%
增持
MPWR
MONOLITHIC POWER SYSTEMS INC
+$8.4M
23,891
+66%
减持
—
PAYCOM SOFTWARE INC
-$7.9M
8,942
-76%
减持
WDFC
WD 40 CO
+$7.7M
217,281
-0%
增持
—
PERFICIENT INC
+$7.7M
952,399
+0%
减持
IT
GARTNER INC
+$7.7M
85,026
-5%
减持
AZTA
AZENTA INC
+$7.5M
511,923
-0%
增持
—
SITEONE LANDSCAPE SUPPLY INC
+$7.3M
560,027
+9%
减持
INTU
INTUIT
+$6.9M
72,405
-3%
减持
TYL
TYLER TECHNOLOGIES INC
+$6.9M
228,112
-0%
减持
—
BIOLIFE SOLUTIONS INC NEW
-$6.9M
874,485
-43%
减持
BFAM
BRIGHT HORIZONS FAM SOL IN DEL
+$6.7M
589,331
-2%
增持
—
NV5 GLOBAL INC
+$6.7M
444,513
+0%
减持
BURL
BURLINGTON STORES INC
+$6.5M
114,074
-2%
增持
UFPT
UFP TECHNOLOGIES INC
+$6.5M
82,385
+72%
减持
—
HEALTHEQUITY INC
-$6.3M
870,735
-1%
增持
IWO
ISHARES TR RUS 2000 GRW ETF
+$6.3M
62,051
+48%
减持
—
BLACKLINE INC
+$6.1M
925,741
-1%
减持
JBHT
HUNT J B TRANS SERVICES INC
-$5.9M
7,999
-80%
增持
—
KEYSIGHT TECHNOLOGIES INC
+$5.7M
211,331
+0%
减持
—
IDEXX LABORATORIES INC
+$5.7M
55,842
-3%
增持
ROL
ROLLINS INC
+$5.5M
311,206
+44%
减持
LULU
LULULEMON ATHLETICA INC
+$5.2M
46,212
-3%
减持
GMED
GLOBUS MED INC CL A
+$5.2M
1,421,899
-0%
减持
—
ADVANCED DRAIN SYSTEMS INC
+$5.1M
192,899
-0%
减持
—
ANSYS INC
+$5.0M
91,598
-3%
减持
APH
AMPHENOL CORP CL A
+$5.0M
416,397
-4%
减持
—
ENVESTNET INC
+$4.8M
1,054,310
-2%
增持
ALRM
ALARM HOLDINGS INC
+$4.7M
1,310,348
+0%
减持
—
COSTAR GROUP INC
+$4.6M
459,017
-1%
减持
DORM
DORMAN PRODS INC
+$4.5M
586,952
-0%
减持
DCI
DONALDSON INC
+$4.0M
728,490
-0%
减持
FISV
FISERV INC
+$3.9M
248,144
-3%
减持
—
ULTA BEAUTY INC
+$3.9M
50,855
-3%
减持
MRTN
MARTEN TRANSPORT LTD
+$3.8M
3,315,946
-1%
增持
CHD
CHURCH & DWIGHT CO INC
+$3.7M
278,887
+13%
减持
—
POOL CORP
+$3.6M
87,416
-0%
增持
WSO
WATSCO INC
+$3.3M
62,051
+1%
增持
—
EPAM SYSTEMS INC
+$3.0M
67,107
+1%
增持
RGEN
REPLIGEN CORP
+$2.8M
120,167
+2%
减持
—
INTERCONTINENTAL EXCHANGE INC
+$2.7M
183,091
-3%
减持
—
BROADRIDGE FINANCIAL SOLUTIONS
+$2.5M
123,578
-3%
减持
ROP
ROPER TECHNOLOGIES INC
+$2.4M
55,216
-3%
减持
CDNS
CADENCE DESIGN SYSTEM INC
+$2.3M
78,470
-3%
减持
HUBS
HUBSPOT INC
+$2.3M
32,954
-3%
增持
—
VERICEL CORP
+$2.3M
472,963
+9%
增持
JJSF
J & J SNACK FOODS CORP
+$2.2M
522,424
+0%
减持
LMAT
LEMAITRE VASCULAR INC
+$2.0M
904,724
-0%
增持
—
PALOMAR HOLDINGS INC
+$1.7M
350,283
+0%
减持
HEI/A
HEICO CORP CL A
+$1.6M
183,061
-3%
减持
—
BARNES GROUP INC
-$1.5M
642,274
-3%
减持
—
SHOCKWAVE MED INC
-$1.4M
36,052
-13%
减持
—
COOPER COS INC NEW
+$1.4M
27,968
-3%
减持
—
ALLEGIANT TRAVEL CO
+$1.2M
248,936
-1%
减持
CPRT
COPART INC
+$1.0M
1,054,487
-10%
减持
ALGN
ALIGN TECHNOLOGY INC
-$1.0M
20,904
-5%
减持
—
GLOBAL PAYMENTS INC
+$1.0M
140,570
-4%
减持
—
FORTUNE BRANDS INNOVATIONS INC
+$1.0M
85,360
-3%
增持
OLLI
OLLIES BARGAIN OUTLET HOLDINGS
-$989.1K
1,037,404
+0%
减持
—
STERIS PLC USD
-$979.8K
135,792
-3%
减持
RJF
RAYMOND JAMES FINANCIAL INC
+$940.7K
127,991
-4%
增持
—
RYAN SPECIALTY HOLDINGS INC CL
+$906.4K
424,605
+18%
增持
—
MARKETAXESS HOLDINGS INC
+$855.2K
5,754
+48%
减持
—
ETSY INC
+$818.2K
68,031
-6%
减持
—
VERISK ANALYTICS INC
-$815.5K
144,683
-3%
增持
—
INTUITIVE SURGICAL INC
+$767.7K
4,479
+76%
增持
IWP
ISHARES RUSSELL MID-CAP GROWTH
+$735.6K
19,150
+38%
减持
—
SS&C TECHNOLOGIES HOLDINGS INC
+$730.9K
107,815
-3%
减持
—
MESA LABORATORIES INC
-$653.9K
189,529
-3%
减持
FRPT
FRESHPET INC
+$625.1K
34,677
-4%
减持
MSFT
MICROSOFT CORP
+$503.8K
11,315
-5%
减持
—
COSTCO WHOLESALE CORP
+$456.3K
6,775
-5%
减持
GNRC
GENERAC HOLDINGS INC
+$443.0K
26,888
-3%
减持
DHR
DANAHER CORPORATION
-$431.1K
14,770
-5%
减持
—
OREILLY AUTOMOTIVE INC
+$409.0K
47,994
-3%
建仓
—
VERALTO CORP
+$404.1K
4,913
减持
—
SALESFORCE INC
+$403.0K
8,023
-5%
减持
—
ADOBE SYSTEMS INCORPORATED
+$384.6K
6,271
-5%
减持
CRL
CHARLES RIVER LABORATORIES INT
+$368.9K
16,274
-8%
减持
TRMB
TRIMBLE INC
-$324.2K
133,860
-3%
减持
MCHP
MICROCHIP TECHNOLOGY INC
+$284.3K
34,555
-5%
减持
CGNX
COGNEX CORP
-$264.2K
85,332
-5%
减持
—
S&P GLOBAL INC
+$253.3K
4,482
-5%
减持
—
VISA INC CL A
+$231.1K
12,286
-5%
减持
—
IDEX CORP
+$205.5K
121,388
-3%
减持
ECL
ECOLAB INC
+$179.3K
8,775
-5%
增持
—
I3 VERTICALS INC CL A
+$173.3K
1,887,826
+0%
减持
MRVL
MARVELL TECHNOLOGY INC
+$164.8K
47,273
-5%
减持
WMT
WAL-MART INC
-$136.9K
13,262
-5%
减持
MSI
MOTOROLA SOLUTIONS INC NEW
+$128.8K
4,732
-5%
减持
—
EDWARDS LIFESCIENCES CORP
+$81.4K
23,262
-5%
减持
LOW
LOWES COS INC
+$68.3K
15,709
-5%
减持
—
ALPHABET INC CAP STOCK CL A
+$43.6K
18,524
-5%
减持
TJX
TJX COS INC
+$18.2K
37,688
-5%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$5.5K
7,055
-5%
