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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 129 项
建仓 2
增持 30
减持 94
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
—
KINSALE CAP GROUP INC
+$72.0M
404,929
-3%
增持
—
CONSTRUCTION PARTNERS INC CL A
+$54.7M
3,408,788
+9%
减持
—
FOX FACTORY HOLDING CORP
-$31.8M
848,760
-25%
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
TXRH
TEXAS ROADHOUSE INC
+$29.4M
940,735
-1%
减持
PLUS
EPLUS INC
-$27.8M
1,220,147
-21%
增持
—
DOUBLEVERIFY HOLDINGS INC
+$26.9M
2,746,886
+45%
建仓
HLNE
HAMILTON LANE INC CL A
+$22.4M
198,608
减持
—
TREX CO INC
+$22.1M
1,345,699
-1%
增持
CWST
CASELLA WASTE SYSTEMS INC CL A
+$21.9M
1,062,203
+9%
减持
AAON
AAON INC
+$21.5M
1,671,859
-2%
减持
ONTO
ONTO INNOVATION INC
+$19.2M
1,073,249
-6%
增持
—
VERICEL CORP
+$18.5M
679,165
+44%
增持
DGII
DIGI INTERNATIONAL INC
+$17.6M
1,687,660
+21%
减持
—
OMNICELL
-$17.2M
619,254
-34%
增持
EXLS
EXLSERVICE HOLDINGS INC
+$15.6M
4,585,428
+9%
建仓
COO
COOPER COS INC
+$13.3M
131,037
减持
—
HEALTHEQUITY INC
+$12.9M
865,566
-1%
减持
JJSF
J & J SNACK FOODS CORP
-$12.8M
515,429
-1%
增持
—
CERTARA INC
+$11.5M
4,404,199
+15%
减持
BFAM
BRIGHT HORIZONS FAM SOL IN DEL
+$11.0M
586,777
-0%
减持
—
EXPONENT INC
-$10.8M
1,528,256
-2%
减持
—
BARNES GROUP INC
-$10.8M
274,106
-57%
清仓
—
COOPER COS INC NEW
-$10.6M
0
-100%
减持
DSGX
DESCARTES SYSTEMS GROUP INC
+$10.1M
1,458,467
-1%
减持
NEOG
NEOGEN CORP
-$9.9M
2,095,199
-2%
减持
—
SPX TECHNOLOGIES INC
+$9.9M
462,252
-1%
增持
—
ENVESTNET INC
+$9.8M
1,070,976
+2%
减持
—
PALOMAR HOLDINGS INC
+$9.7M
348,177
-1%
减持
ALRM
ALARM HOLDINGS INC
+$9.7M
1,301,728
-1%
减持
—
RBC BEARINGS INC
-$9.6M
581,958
-1%
减持
—
PERFICIENT INC
-$9.5M
945,209
-1%
减持
ESE
ESCO TECHNOLOGIES INC
-$9.4M
866,073
-1%
减持
CPRT
COPART INC
+$9.0M
1,047,005
-1%
减持
MRTN
MARTEN TRANSPORT LTD
-$8.8M
3,290,246
-1%
减持
—
OREILLY AUTOMOTIVE INC
+$8.6M
47,981
-0%
增持
GMED
GLOBUS MED INC CL A
+$8.5M
1,571,886
+11%
减持
LMAT
LEMAITRE VASCULAR INC
+$8.4M
900,038
-1%
增持
—
RYAN SPECIALTY HOLDINGS INC CL
+$8.1M
475,552
+12%
减持
DORM
DORMAN PRODS INC
+$7.6M
586,514
-0%
增持
—
BIO-TECHNE CORP
-$7.3M
1,080,013
+0%
减持
—
NV5 GLOBAL INC
-$6.6M
437,045
-2%
减持
UFPT
UFP TECHNOLOGIES INC
+$6.5M
82,042
-0%
减持
DCI
DONALDSON INC
+$6.3M
722,389
-1%
减持
IWO
ISHARES TR RUS 2000 GRW ETF
-$6.3M
34,588
-44%
减持
—
SITEONE LANDSCAPE SUPPLY INC
+$6.0M
555,671
-1%
增持
—
SHOCKWAVE MED INC
+$6.0M
39,479
+10%
减持
LULU
LULULEMON ATHLETICA INC
-$5.9M
45,310
-2%
减持
FISV
FISERV INC
+$5.8M
242,739
-2%
减持
—
AXON ENTERPRISE INC
+$5.7M
184,750
-8%
减持
APH
AMPHENOL CORP CL A
+$5.7M
406,842
-2%
减持
—
ADVANCED DRAIN SYSTEMS INC
+$5.6M
189,792
-2%
增持
—
AGILYSYS INC
+$5.2M
686,033
+11%
减持
FICO
FAIR ISAAC CORP
+$4.7M
98,095
-3%
减持
—
SPS COMMERCE INC
-$4.5M
453,105
-1%
增持
BURL
BURLINGTON STORES INC
+$4.4M
114,485
+0%
减持
—
NOVANTA INC
+$4.3M
777,301
-1%
减持
BCPC
BALCHEM CORP
+$4.2M
763,471
-0%
增持
—
I3 VERTICALS INC CL A
+$4.0M
1,919,097
+2%
增持
ROL
ROLLINS INC
+$3.8M
375,845
+21%
增持
—
GLOBAL PAYMENTS INC
+$3.5M
159,951
+14%
增持
ODFL
OLD DOMINION FREIGHT LINE INC
+$3.4M
63,823
+145%
减持
OLLI
OLLIES BARGAIN OUTLET HOLDINGS
+$3.4M
1,031,856
-1%
增持
—
BLACKBAUD INC
-$3.3M
1,195,891
+13%
减持
WDFC
WD 40 CO
+$2.7M
215,859
-1%
增持
—
GROCERY OUTLET HOLDING CORP
+$2.6M
1,377,552
+0%
减持
—
IDEX CORP
+$2.6M
118,734
-2%
减持
CDNS
CADENCE DESIGN SYSTEM INC
+$2.6M
76,962
-2%
减持
AZTA
AZENTA INC
-$2.6M
510,329
-0%
减持
CHD
CHURCH & DWIGHT CO INC
+$2.3M
274,676
-2%
增持
—
BIOLIFE SOLUTIONS INC NEW
+$2.1M
880,215
+1%
减持
—
ALLEGIANT TRAVEL CO
-$2.1M
245,480
-1%
减持
—
ANSYS INC
-$2.0M
89,883
-2%
减持
VMC
VULCAN MATERIALS CO
+$1.8M
44,371
-2%
清仓
—
PAYCOM SOFTWARE INC
-$1.8M
0
-100%
减持
IT
GARTNER INC
+$1.8M
84,326
-1%
减持
IWP
ISHARES RUSSELL MID-CAP GROWTH
-$1.7M
2,225
-88%
减持
RJF
RAYMOND JAMES FINANCIAL INC
+$1.7M
124,715
-3%
减持
—
COSTAR GROUP INC
-$1.7M
397,481
-13%
减持
—
EPAM SYSTEMS INC
-$1.7M
66,192
-1%
减持
HEI/A
HEICO CORP CL A
+$1.6M
180,049
-2%
减持
—
BLACKLINE INC
+$1.6M
920,440
-1%
清仓
JBHT
HUNT J B TRANS SERVICES INC
-$1.6M
0
-100%
减持
—
ADOBE SYSTEMS INCORPORATED
-$1.5M
4,507
-28%
增持
—
MESA LABORATORIES INC
+$1.5M
194,330
+3%
减持
—
IDEXX LABORATORIES INC
-$1.4M
54,747
-2%
减持
STAA
STAAR SURGICAL CO
-$1.4M
711,194
-23%
减持
TRMB
TRIMBLE INC
+$1.3M
131,332
-2%
减持
—
INTERCONTINENTAL EXCHANGE INC
+$1.2M
179,483
-2%
增持
ALGN
ALIGN TECHNOLOGY INC
+$1.1M
20,924
+0%
减持
HUBS
HUBSPOT INC
+$1.1M
32,303
-2%
减持
—
VERISK ANALYTICS INC
-$1.1M
141,976
-2%
减持
—
ULTA BEAUTY INC
+$1.1M
49,726
-2%
减持
—
KEYSIGHT TECHNOLOGIES INC
-$1.0M
208,339
-1%
减持
MPWR
MONOLITHIC POWER SYSTEMS INC
+$1.0M
23,723
-1%
减持
FRPT
FRESHPET INC
+$962.6K
34,275
-1%
减持
INTU
INTUIT
+$764.5K
70,800
-2%
增持
—
ETSY INC
-$706.0K
69,965
+3%
增持
—
INTUITIVE SURGICAL INC
+$640.1K
5,390
+20%
减持
—
AXOS FINANCIAL INC
-$633.9K
723,960
-1%
增持
CRL
CHARLES RIVER LABORATORIES INT
+$628.3K
16,518
+1%
减持
TYL
TYLER TECHNOLOGIES INC
+$617.9K
225,867
-1%
减持
—
BROADRIDGE FINANCIAL SOLUTIONS
-$597.7K
121,198
-2%
增持
MSI
MOTOROLA SOLUTIONS INC NEW
+$583.0K
5,816
+23%
减持
—
FORTUNE BRANDS INNOVATIONS INC
+$579.5K
83,605
-2%
增持
—
VERALTO CORP
+$558.2K
10,854
+121%
增持
—
MARKETAXESS HOLDINGS INC
-$387.0K
5,921
+3%
减持
—
EDWARDS LIFESCIENCES CORP
+$343.7K
22,158
-5%
减持
ROP
ROPER TECHNOLOGIES INC
+$341.7K
54,282
-2%
减持
MRVL
MARVELL TECHNOLOGY INC
+$334.6K
44,944
-5%
减持
LOW
LOWES COS INC
+$314.2K
14,958
-5%
减持
MSFT
MICROSOFT CORP
+$280.9K
10,781
-5%
减持
—
COSTCO WHOLESALE CORP
+$252.7K
6,449
-5%
减持
RGEN
REPLIGEN CORP
+$228.6K
118,718
-1%
减持
—
SS&C TECHNOLOGIES HOLDINGS INC
+$222.6K
105,813
-2%
增持
WMT
WAL-MART INC
+$190.0K
37,906
+186%
减持
—
SALESFORCE INC
+$189.5K
7,639
-5%
减持
ECL
ECOLAB INC
+$189.1K
8,357
-5%
减持
WSO
WATSCO INC
-$182.2K
61,127
-1%
减持
MCHP
MICROCHIP TECHNOLOGY INC
-$163.5K
32,913
-5%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$160.4K
6,719
-5%
减持
—
S&P GLOBAL INC
-$159.4K
4,266
-5%
减持
GNRC
GENERAC HOLDINGS INC
-$142.6K
26,418
-2%
减持
—
POOL CORP
-$125.8K
86,067
-2%
减持
TJX
TJX COS INC
+$105.4K
35,899
-5%
减持
—
STERIS PLC USD
+$104.8K
133,257
-2%
减持
DHR
DANAHER CORPORATION
+$96.2K
14,068
-5%
减持
—
ALPHABET INC CAP STOCK CL A
+$75.8K
17,647
-5%
减持
—
VISA INC CL A
+$67.7K
11,704
-5%
减持
CGNX
COGNEX CORP
+$40.0K
84,908
-0%
