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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 56
增持 11
减持 27
清仓 56
方向
标的
Δ市值
现股数(环比)
清仓
—
KINSALE CAP GROUP INC
-$212.5M
0
-100%
清仓
—
CONSTRUCTION PARTNERS INC CL A
-$191.4M
0
-100%
建仓
ROAD
Construction Partners Inc.
+$183.6M
3,325,883
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。
清仓
—
RBC BEARINGS INC
-$157.3M
0
-100%
建仓
RBC
RBC Bearings Inc
+$157.2M
582,638
建仓
KNSL
Kinsale Capital Group Inc
+$155.1M
402,624
建仓
EXPO
Exponent Inc
+$148.7M
1,563,465
清仓
—
NOVANTA INC
-$135.8M
0
-100%
清仓
—
TREX CO INC
-$134.2M
0
-100%
清仓
—
EXPONENT INC
-$126.4M
0
-100%
建仓
NOVT
Novanta Inc
+$125.8M
771,472
建仓
TREX
Trex Company, Inc.
+$117.5M
1,585,917
清仓
—
SITEONE LANDSCAPE SUPPLY INC
-$97.0M
0
-100%
清仓
—
DOUBLEVERIFY HOLDINGS INC
-$96.6M
0
-100%
建仓
BLKB
Blackbaud Inc
+$89.2M
1,171,371
清仓
—
BLACKBAUD INC
-$88.7M
0
-100%
清仓
—
SPS COMMERCE INC
-$83.8M
0
-100%
建仓
SPSC
SPS Commerce Inc
+$83.1M
441,793
清仓
—
CERTARA INC
-$78.7M
0
-100%
建仓
TECH
Bio-Techne Corp
+$77.9M
1,087,196
清仓
—
BIO-TECHNE CORP
-$76.0M
0
-100%
建仓
CERT
Certara Inc
+$75.8M
5,472,817
建仓
SITE
Siteone Landscape Supply Inc
+$74.9M
616,892
建仓
HQY
Healthequity Inc
+$72.5M
841,369
清仓
—
HEALTHEQUITY INC
-$70.7M
0
-100%
建仓
AGYS
Agilysys Inc
+$70.1M
672,699
建仓
—
Perficient Inc
+$69.8M
933,058
建仓
SPXC
SPX Technologies, Inc.
+$64.3M
452,704
清仓
—
ENVESTNET INC
-$62.0M
0
-100%
清仓
—
BLACKLINE INC
-$59.4M
0
-100%
清仓
—
AGILYSYS INC
-$57.8M
0
-100%
清仓
—
AXON ENTERPRISE INC
-$57.8M
0
-100%
清仓
—
SPX TECHNOLOGIES INC
-$56.9M
0
-100%
清仓
—
OREILLY AUTOMOTIVE INC
-$54.2M
0
-100%
建仓
—
Envestnet Inc
+$53.8M
859,356
清仓
—
PERFICIENT INC
-$53.2M
0
-100%
建仓
AXON
Axon Enterprise Inc
+$52.7M
179,046
建仓
DV
DoubleVerify Holdings Inc
+$48.4M
2,484,697
建仓
ORLY
O'Reilly Automotive Inc.
+$46.8M
44,355
清仓
—
FOX FACTORY HOLDING CORP
-$44.2M
0
-100%
清仓
—
I3 VERTICALS INC CL A
-$43.9M
0
-100%
清仓
—
NV5 GLOBAL INC
-$42.8M
0
-100%
建仓
BL
Blackline Inc
+$42.2M
871,364
建仓
IIIV
I3 Verticals INC
+$41.7M
1,890,691
建仓
AX
Axos Financial Inc
+$40.4M
706,544
建仓
—
NV5 Global Inc.
+$39.7M
426,964
清仓
—
GROCERY OUTLET HOLDING CORP
-$39.6M
0
-100%
清仓
—
AXOS FINANCIAL INC
-$39.1M
0
-100%
清仓
—
COSTAR GROUP INC
-$38.4M
0
-100%
建仓
VERX
Vertex Inc
+$37.3M
1,035,654
建仓
FSV
FirstService Corp.
+$36.5M
239,528
清仓
—
VERICEL CORP
-$35.3M
0
-100%
建仓
VRSK
Verisk Analytics, Inc.
+$35.3M
131,026
清仓
—
POOL CORP
-$34.7M
0
-100%
建仓
GO
Grocery Outlet Holding Corp.
+$34.5M
1,561,934
清仓
—
VERISK ANALYTICS INC
-$33.5M
0
-100%
清仓
—
ADVANCED DRAIN SYSTEMS INC
-$32.7M
0
-100%
清仓
—
KEYSIGHT TECHNOLOGIES INC
-$32.6M
0
-100%
建仓
WMS
Advanced Drainage System Inc
+$31.5M
196,511
建仓
VCEL
Vericel Corporation
+$31.4M
684,308
清仓
—
ANSYS INC
-$31.2M
0
-100%
建仓
CSGP
Costar Group Inc
+$30.3M
409,138
建仓
KEYS
Keysight Technologies, Inc.
+$30.1M
220,387
清仓
—
IDEXX LABORATORIES INC
-$29.6M
0
-100%
清仓
—
PALOMAR HOLDINGS INC
-$29.2M
0
-100%
清仓
—
IDEX CORP
-$29.0M
0
-100%
建仓
RYAN
Ryan Specialty Holdings Inc
+$28.9M
498,974
建仓
PLMR
Palomar Holdings Inc
+$27.6M
339,754
建仓
POOL
Pool Corporation
+$27.4M
89,160
建仓
FOXF
Fox Factory Holding Corporation
+$26.6M
551,578
清仓
—
RYAN SPECIALTY HOLDINGS INC CL
-$26.4M
0
-100%
清仓
—
ULTA BEAUTY INC
-$26.0M
0
-100%
建仓
IEX
Idex Corporation
+$25.5M
126,724
清仓
—
BROADRIDGE FINANCIAL SOLUTIONS
-$24.8M
0
-100%
清仓
—
INTERCONTINENTAL EXCHANGE INC
-$24.7M
0
-100%
建仓
IDXX
IDEXX Laboratories Inc.
+$24.5M
50,368
增持
GMED
Globus Med Inc
+$23.9M
1,580,013
+1%
建仓
ICE
Intercontinental Exchange Inc
+$22.7M
165,636
建仓
BR
Broadridge Financial Solutions Inc.
+$22.0M
111,784
清仓
—
GLOBAL PAYMENTS INC
-$21.4M
0
-100%
清仓
—
MESA LABORATORIES INC
-$21.3M
0
-100%
减持
PLUS
Eplus Inc
-$19.8M
1,032,133
-15%
增持
OLLI
Ollies Bargain Outlet Holdings Inc.
+$19.7M
1,037,100
+1%
减持
INTU
Intuit Inc
-$19.1M
40,994
-42%
建仓
BLFS
Biolife Solutions
+$18.5M
864,301
清仓
—
ALLEGIANT TRAVEL CO
-$18.5M
0
-100%
清仓
—
EPAM SYSTEMS INC
-$18.3M
0
-100%
清仓
—
OMNICELL
-$18.1M
0
-100%
减持
DGII
Digi International Inc.
-$17.8M
1,575,598
-7%
建仓
OMCL
Omnicell Inc
+$16.8M
621,679
减持
TYL
Tyler Technologies Inc.
+$16.7M
224,206
-1%
减持
FICO
Fair Isaac Corporation
-$16.5M
71,271
-27%
建仓
MLAB
Mesa Laboratories Inc.
+$16.3M
188,244
清仓
—
BIOLIFE SOLUTIONS INC NEW
-$16.3M
0
-100%
建仓
ULTA
Ulta Beauty Inc
+$14.5M
37,660
建仓
DXCM
DexCom Inc
+$14.3M
126,254
清仓
—
SHOCKWAVE MED INC
-$12.9M
0
-100%
建仓
GPN
Global Payments Inc
+$12.8M
132,447
建仓
EPAM
EPAM Systems Inc.
+$12.7M
67,254
减持
LMAT
Lemaitre Vascular Inc.
+$12.6M
879,527
-2%
减持
TXRH
Texas Roadhouse Inc
+$12.5M
918,821
-2%
建仓
ALGT
Allegiant Travel Company
+$12.0M
238,038
减持
ALRM
Alarm.com Holdings Inc.
-$11.9M
1,296,852
-0%
建仓
ANSS
Ansys Inc
+$11.0M
34,284
增持
JJSF
J&J Snack Foods Corp
+$9.8M
519,377
+1%
减持
WDFC
WD-40 Co.
-$8.4M
210,636
-2%
减持
LULU
Lululemon Athletica Inc.
-$8.3M
31,563
-30%
减持
DSGX
Descartes Systems Group Inc.
+$7.7M
1,457,657
-0%
建仓
BSY
Bentley Systems Incorporated
+$7.5M
151,326
清仓
—
FORTUNE BRANDS INNOVATIONS INC
-$7.1M
0
-100%
增持
MPWR
Monolithic Power Systems Inc.
+$7.0M
28,044
+18%
清仓
—
SS&C TECHNOLOGIES HOLDINGS INC
-$6.8M
0
-100%
减持
ONTO
Onto Innovation Inc.
+$6.8M
916,013
-15%
增持
IWP
ISHARES TR
+$6.3M
59,031
+2553%
建仓
SSNC
SS&C Technologies Holdings Inc.
+$6.1M
97,496
减持
FISV
Fiserv Inc.
-$5.8M
221,361
-9%
减持
STAA
Staar Surgical Co
+$5.8M
693,174
-3%
增持
RGEN
Repligen Corporation
-$5.7M
127,769
+8%
建仓
FBIN
Fortune Brands Innovations Inc
+$5.0M
77,134
清仓
—
ETSY INC
-$4.8M
0
-100%
清仓
—
COSTCO WHOLESALE CORP
-$4.7M
0
-100%
增持
IWO
ISHARES TR
+$4.7M
53,598
+55%
减持
AZTA
Azenta Inc
-$4.7M
495,850
-3%
建仓
COST
Costco Wholesale Corporation
+$4.4M
5,163
减持
DORM
Dorman Products Inc.
-$4.1M
573,498
-2%
减持
ESE
ESCO Technologies Inc.
-$3.9M
845,152
-2%
增持
WSO
Watsco Inc
+$3.8M
65,228
+7%
减持
BFAM
Bright Horizons Family Solutions Inc Del
-$3.5M
572,751
-2%
减持
DCI
Donaldson Co Inc
-$3.4M
705,894
-2%
建仓
ETSY
Etsy Inc
+$3.4M
58,058
清仓
—
VISA INC CL A
-$3.3M
0
-100%
增持
APH
Amphenol Corporation
+$3.1M
742,346
+82%
减持
—
Steris PLC
-$3.0M
123,018
-8%
减持
COO
The Cooper Companies, Inc.
-$2.8M
120,767
-8%
减持
HUBS
Hubspot Inc
-$2.7M
29,796
-8%
清仓
—
ALPHABET INC CAP STOCK CL A
-$2.7M
0
-100%
建仓
GOOGL
Alphabet Inc.
+$2.6M
14,129
增持
BURL
Burlington Stores Inc.
+$2.5M
121,255
+6%
建仓
V
Visa Inc
+$2.5M
9,370
建仓
MKTX
MarketAxess Holdings Inc.
+$2.4M
12,204
减持
IT
Gartner Inc.
-$2.4M
84,180
-0%
清仓
—
SALESFORCE INC
-$2.3M
0
-100%
减持
ROP
Roper Technologies Inc
-$2.3M
49,944
-8%
清仓
—
ADOBE SYSTEMS INCORPORATED
-$2.3M
0
-100%
减持
CWST
Casella Waste Systems, Inc.
-$2.2M
1,036,295
-2%
清仓
—
INTUITIVE SURGICAL INC
-$2.2M
0
-100%
减持
RJF
Raymond James Financial Inc.
-$2.1M
112,218
-10%
清仓
—
EDWARDS LIFESCIENCES CORP
-$2.1M
0
-100%
减持
CDNS
Cadence Design Systems, Inc.
-$2.1M
70,990
-8%
增持
ODFL
Old Dominion Freight Line Inc.
+$2.0M
90,648
+42%
