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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 125 项
建仓 2
增持 29
减持 90
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
AAON
Aaon Inc
+$38.8M
2,023,146
-1%
减持
SPSC
SPS Commerce Inc
-$34.3M
479,987
-22%
减持
VERX
Vertex Inc
-$33.9M
2,932,884
-3%
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。
增持
ONTO
Onto Innovation Inc.
+$31.0M
1,084,447
+0%
减持
NOVT
Novanta Inc
-$29.5M
979,038
-1%
增持
MTSI
MACOM Technology Solutions Holdings Inc.
+$26.9M
414,297
+141%
减持
TXRH
Texas Roadhouse Inc
-$21.5M
954,729
-1%
减持
KNSL
Kinsale Capital Group Inc
-$20.9M
338,738
-1%
清仓
—
NV5 Global Inc.
-$19.4M
0
-100%
增持
RGEN
Repligen Corporation
+$19.1M
596,768
+22%
减持
TYL
Tyler Technologies Inc.
-$18.0M
235,647
-1%
减持
ESE
ESCO Technologies Inc.
+$16.3M
879,829
-0%
减持
DORM
Dorman Products Inc.
+$14.9M
454,713
-0%
增持
VCEL
Vericel Corporation
-$14.7M
1,946,305
+9%
增持
IWO
ISHARES TR
+$13.0M
70,790
+109%
减持
AXON
Axon Enterprise Inc
-$12.6M
79,002
-6%
减持
HQY
Healthequity Inc
-$12.1M
1,097,607
-1%
减持
DSGX
Descartes Systems Group Inc.
-$11.8M
1,572,053
-0%
减持
IT
Gartner Inc.
-$11.4M
69,722
-5%
减持
EXPO
Exponent Inc
-$11.1M
1,858,685
-1%
增持
UFPT
UFP Technologies Inc.
+$11.1M
158,496
+89%
减持
JJSF
J&J Snack Foods Corp
-$10.8M
541,238
-2%
减持
PLMR
Palomar Holdings Inc
-$10.0M
259,328
-1%
减持
FISV
Fiserv Inc.
-$9.8M
180,530
-6%
减持
RBC
RBC Bearings Inc
-$9.4M
600,365
-5%
减持
CBZ
CBIZ Inc.
-$9.3M
432,882
-4%
减持
IIIV
I3 Verticals INC
+$9.2M
1,881,539
-0%
减持
DCI
Donaldson Co Inc
+$9.1M
735,220
-0%
减持
SPXC
SPX Technologies, Inc.
+$8.7M
470,928
-0%
减持
MRTN
Marten Transport Ltd.
-$8.6M
3,283,646
-2%
减持
VRSK
Verisk Analytics, Inc.
-$8.2M
108,891
-5%
增持
WDFC
WD-40 Co.
-$7.9M
264,136
+0%
增持
AGYS
Agilysys Inc
-$7.5M
817,803
+0%
减持
MPWR
Monolithic Power Systems Inc.
+$7.3M
42,484
-2%
减持
CPRT
Copart Inc
-$7.0M
947,726
-6%
建仓
VEEV
Veeva Systems Inc
+$6.7M
22,471
减持
WSO
Watsco Inc
-$6.5M
65,221
-12%
减持
AX
Axos Financial Inc
+$6.3M
738,330
-0%
增持
SITE
Siteone Landscape Supply Inc
+$6.0M
760,190
+0%
减持
MLAB
Mesa Laboratories Inc.
-$5.9M
191,386
-4%
减持
FSV
FirstService Corp.
+$5.9M
383,618
-0%
增持
CWST
Casella Waste Systems, Inc.
-$5.9M
1,256,415
+16%
减持
ORLY
O'Reilly Automotive Inc.
+$5.8M
442,323
-5%
增持
BCPC
Balchem Corp
+$5.7M
987,982
+10%
减持
WMS
Advanced Drainage System Inc
+$5.2M
251,022
-3%
建仓
APG
API Group Corp
+$5.2M
151,819
减持
WSC
WillScot Holdings Corporation
-$5.0M
740,513
-2%
减持
TECH
Bio-Techne Corp
+$4.9M
1,185,008
-0%
减持
ALRM
Alarm.com Holdings Inc.
-$4.9M
1,298,777
-0%
减持
INTU
Intuit Inc
-$4.8M
33,793
-5%
增持
VMC
Vulcan Materials Company
+$4.7M
60,148
+13%
增持
TREX
Trex Company, Inc.
-$4.6M
1,723,945
+0%
清仓
GPN
Global Payments Inc
-$4.3M
0
-100%
减持
ROP
Roper Technologies Inc
-$4.0M
41,508
-5%
增持
HUBS
Hubspot Inc
-$4.0M
53,373
+2%
清仓
LULU
Lululemon Athletica Inc.
-$4.0M
0
-100%
减持
OLLI
Ollies Bargain Outlet Holdings Inc.
-$3.8M
1,128,916
-0%
减持
LMAT
Lemaitre Vascular Inc.
+$3.8M
912,248
-0%
增持
RJF
Raymond James Financial Inc.
+$3.8M
107,773
+12%
增持
VVV
Valvoline Inc
-$3.8M
1,947,529
+0%
增持
CERT
Certara Inc
+$3.7M
6,160,754
+1%
减持
DXCM
DexCom Inc
-$3.6M
148,095
-5%
增持
GMED
Globus Med Inc
-$3.6M
2,083,939
+0%
减持
BL
Blackline Inc
-$3.6M
918,205
-1%
减持
BLFS
Biolife Solutions Inc.
+$3.5M
899,031
-0%
减持
CHD
Church & Dwight Co Inc.
-$3.5M
308,615
-3%
增持
KEYS
Keysight Technologies, Inc.
+$3.4M
283,477
+1%
减持
ICE
Intercontinental Exchange Inc
-$3.3M
137,680
-5%
减持
IDXX
IDEXX Laboratories Inc.
+$3.2M
41,967
-5%
增持
OPCH
Option Care Health Inc
+$3.2M
1,369,862
+28%
减持
EPAM
EPAM Systems Inc.
-$3.0M
96,649
-3%
增持
DDOG
Datadog Inc
+$3.0M
96,066
+21%
增持
BFAM
Bright Horizons Family Solutions Inc Del
+$2.9M
709,384
+18%
减持
HEI/A
Heico Corp
-$2.7M
159,339
-5%
减持
CDNS
Cadence Design Systems, Inc.
+$2.7M
95,188
-5%
增持
RYAN
Ryan Specialty Holdings Inc
-$2.6M
535,742
+11%
减持
DGII
Digi International Inc.
+$2.5M
1,724,000
-0%
减持
ODFL
Old Dominion Freight Line Inc.
-$2.5M
83,202
-5%
增持
FICO
Fair Isaac Corporation
-$2.3M
8,328
+3%
减持
ALGN
Align Technology Inc.
-$2.2M
29,255
-6%
减持
IEX
Idex Corporation
-$2.2M
99,415
-5%
减持
BURL
Burlington Stores Inc.
+$2.1M
130,388
-3%
增持
HLNE
Hamilton Lane Inc
-$2.0M
272,660
+0%
减持
BR
Broadridge Financial Solutions Inc.
-$1.5M
92,998
-5%
减持
ULTA
Ulta Beauty Inc
+$1.3M
23,023
-4%
减持
FRPT
Freshpet Inc
-$1.2M
70,256
-7%
减持
PLUS
Eplus Inc
-$1.2M
919,262
-0%
减持
AZTA
Azenta Inc
-$1.2M
515,875
-1%
增持
MKTX
MarketAxess Holdings Inc.
-$1.2M
24,028
+0%
减持
POOL
Pool Corporation
+$1.1M
94,568
-2%
减持
FOXF
Fox Factory Holding Corporation
-$1.0M
580,649
-0%
减持
CGNX
Cognex Corp
+$798.8K
65,612
-4%
减持
CSGP
Costar Group Inc
+$795.1K
436,009
-3%
减持
APH
Amphenol Corporation
-$700.2K
407,236
-21%
减持
GOOGL
Alphabet Inc.
+$669.5K
11,114
-4%
减持
BSY
Bentley Systems Incorporated
-$645.8K
126,294
-5%
减持
COO
The Cooper Companies, Inc.
-$612.8K
100,181
-5%
减持
ROL
Rollins Inc
+$556.1K
876,868
-3%
减持
EXLS
ExlService Holdings Inc.
+$512.2K
4,997,704
-0%
减持
ISRG
Intuitive Surgical Inc.
-$462.2K
3,964
-4%
减持
—
Steris PLC
-$461.4K
102,344
-5%
减持
ROAD
Construction Partners Inc.
+$428.7K
1,814,971
-16%
增持
IWP
ISHARES TR
+$412.6K
14,459
+22%
减持
TJX
The TJX Companies Inc.
+$370.6K
22,609
-4%
减持
GNRC
Generac Holdings Inc.
+$362.1K
20,414
-4%
减持
TMO
Thermo Fisher Scientific Inc
+$318.9K
4,982
-4%
减持
COST
Costco Wholesale Corporation
-$307.6K
3,029
-4%
清仓
VBK
Vanguard Index Funds
-$295.4K
0
-100%
增持
BLKB
Blackbaud Inc
+$293.5K
1,224,409
+0%
减持
CRM
Salesforce Inc.
-$221.5K
4,815
-4%
减持
TRMB
Trimble Inc
+$200.2K
101,044
-5%
减持
V
Visa Inc
-$199.5K
7,373
-4%
减持
MSFT
Microsoft Corp.
-$184.7K
6,409
-9%
减持
SSNC
SS&C Technologies Holdings Inc.
+$170.4K
80,756
-4%
减持
LOW
Lowes Companies, Inc.
+$166.2K
7,892
-4%
增持
SPGI
S&P Global Inc
+$149.0K
3,331
+19%
减持
MRVL
Marvell Technology Inc
+$118.0K
31,483
-4%
减持
MSI
Motorola Solutions Inc
+$93.2K
4,414
-4%
减持
DHR
Danaher Corporation
-$59.6K
8,856
-4%
减持
EW
Edwards Lifesciences Corporation
-$47.4K
13,951
-4%
减持
ECL
Ecolab Inc.
-$38.9K
6,689
-4%
减持
WMT
Walmart Inc
+$38.1K
23,876
-4%
减持
VLTO
Veralto Corp.
+$20.5K
11,092
-4%
减持
FBIN
Fortune Brands Innovations Inc
-$18.2K
64,237
-4%
减持
CRL
Charles River Laboratories International, Inc.
+$4.2K
12,697
-3%
