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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 125 项
建仓 4
增持 28
减持 91
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
TREX
Trex Company, Inc.
-$61.0M
800,838
-54%
减持
AAON
Aaon Inc
-$48.0M
1,849,643
-9%
减持
GMED
Globus Med Inc
+$46.7M
1,901,974
-9%
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
ROAD
Construction Partners Inc.
-$32.8M
1,821,134
+0%
减持
ESE
ESCO Technologies Inc.
-$31.7M
788,225
-10%
减持
OLLI
Ollies Bargain Outlet Holdings Inc.
-$31.6M
1,033,765
-8%
减持
CERT
Certara Inc
-$27.6M
5,411,712
-12%
减持
SPSC
SPS Commerce Inc
-$24.9M
281,354
-41%
减持
EXLS
ExlService Holdings Inc.
-$24.7M
4,601,881
-8%
建仓
LOAR
Loar Holdings Inc
+$24.3M
358,067
减持
KNSL
Kinsale Capital Group Inc
-$23.6M
308,024
-9%
清仓
FISV
Fiserv Inc.
-$23.3M
0
-100%
减持
DSGX
Descartes Systems Group Inc.
-$22.8M
1,429,426
-9%
减持
TYL
Tyler Technologies Inc.
-$22.0M
223,155
-5%
减持
VVV
Valvoline Inc
-$21.8M
1,654,904
-15%
减持
DORM
Dorman Products Inc.
-$20.9M
405,333
-11%
减持
IIIV
I3 Verticals INC
-$18.7M
1,682,481
-11%
减持
VERX
Vertex Inc
-$18.6M
2,710,499
-8%
减持
TXRH
Texas Roadhouse Inc
-$16.4M
856,712
-10%
清仓
FOXF
Fox Factory Holding Corporation
-$14.1M
0
-100%
减持
LMAT
Lemaitre Vascular Inc.
-$13.8M
814,683
-11%
减持
MRTN
Marten Transport Ltd.
-$13.7M
1,868,567
-43%
减持
SITE
Siteone Landscape Supply Inc
-$13.4M
678,120
-11%
减持
RGEN
Repligen Corporation
+$12.5M
562,975
-6%
减持
MTSI
MACOM Technology Solutions Holdings Inc.
+$12.2M
372,559
-10%
增持
BFAM
Bright Horizons Family Solutions Inc Del
+$11.7M
874,973
+23%
减持
CPRT
Copart Inc
-$11.0M
807,874
-15%
增持
KEYS
Keysight Technologies, Inc.
+$10.9M
297,578
+5%
减持
JJSF
J&J Snack Foods Corp
-$10.8M
456,043
-16%
增持
AXON
Axon Enterprise Inc
-$10.4M
81,522
+3%
减持
ALRM
Alarm.com Holdings Inc.
-$10.0M
1,154,353
-11%
减持
BLKB
Blackbaud Inc
-$9.7M
1,089,951
-11%
减持
NOVT
Novanta Inc
+$9.4M
903,088
-8%
减持
EXPO
Exponent Inc
-$9.2M
1,727,401
-7%
减持
BCPC
Balchem Corp
-$9.0M
907,801
-8%
减持
ONTO
Onto Innovation Inc.
-$8.9M
831,341
-23%
增持
FSV
FirstService Corp.
-$8.5M
414,948
+8%
减持
ORLY
O'Reilly Automotive Inc.
-$8.0M
434,834
-2%
增持
POOL
Pool Corporation
-$7.2M
96,727
+2%
减持
PLUS
Eplus Inc
+$6.9M
823,539
-10%
增持
IWP
ISHARES TR
+$6.8M
64,663
+347%
增持
CSGP
Costar Group Inc
-$6.5M
450,799
+3%
增持
BURL
Burlington Stores Inc.
+$6.5M
137,247
+5%
增持
EPAM
EPAM Systems Inc.
+$6.0M
100,549
+4%
减持
AX
Axos Financial Inc
-$5.6M
659,859
-11%
减持
WDFC
WD-40 Co.
-$5.4M
237,904
-10%
减持
APH
Amphenol Corporation
-$5.2M
334,224
-18%
增持
HLNE
Hamilton Lane Inc
+$4.9M
310,349
+14%
增持
CWST
Casella Waste Systems, Inc.
+$4.7M
1,265,324
+1%
减持
VCEL
Vericel Corporation
+$4.5M
1,826,725
-6%
建仓
ULS
UL Solutions Inc.
+$4.4M
56,008
减持
CDNS
Cadence Design Systems, Inc.
-$4.2M
93,521
-2%
减持
DGII
Digi International Inc.
+$4.0M
1,543,335
-10%
减持
SPXC
SPX Technologies, Inc.
-$3.7M
421,193
-11%
增持
WSO
Watsco Inc
-$3.6M
67,519
+4%
减持
IT
Gartner Inc.
-$3.5M
58,648
-16%
增持
HUBS
Hubspot Inc
-$3.5M
53,426
+0%
减持
BLFS
Biolife Solutions Inc.
-$3.5M
803,538
-11%
增持
WMS
Advanced Drainage System Inc
+$3.5M
264,305
+5%
增持
ROL
Rollins Inc
+$3.4M
914,852
+4%
减持
WSC
WillScot Holdings Corporation
-$3.1M
663,325
-10%
增持
APG
API Group Corp
+$3.1M
218,380
+44%
减持
BL
Blackline Inc
-$3.1M
825,862
-10%
减持
RBC
RBC Bearings Inc
-$3.0M
515,814
-14%
减持
CBZ
CBIZ Inc.
-$2.8M
399,627
-8%
减持
ROP
Roper Technologies Inc
-$2.7M
40,338
-3%
减持
IWO
ISHARES TR
-$2.7M
61,898
-13%
增持
VRSK
Verisk Analytics, Inc.
-$2.5M
111,306
+2%
减持
DCI
Donaldson Co Inc
-$2.0M
656,558
-11%
减持
TECH
Bio-Techne Corp
-$1.8M
1,090,495
-8%
减持
BR
Broadridge Financial Solutions Inc.
-$1.7M
91,436
-2%
建仓
VBK
Vanguard Index Funds
+$1.7M
5,515
减持
VMC
Vulcan Materials Company
-$1.6M
59,131
-2%
减持
RJF
Raymond James Financial Inc.
-$1.6M
105,711
-2%
增持
HQY
Healthequity Inc
-$1.5M
1,118,576
+2%
减持
FICO
Fair Isaac Corporation
+$1.4M
8,195
-2%
减持
OPCH
Option Care Health Inc
+$1.3M
1,234,976
-10%
增持
DDOG
Datadog Inc
+$1.3M
109,962
+14%
减持
IEX
Idex Corporation
+$1.3M
98,082
-1%
减持
ICE
Intercontinental Exchange Inc
-$1.3M
135,395
-2%
减持
COO
The Cooper Companies, Inc.
+$1.2M
98,597
-2%
减持
MLAB
Mesa Laboratories Inc.
+$1.2M
178,713
-7%
减持
INTU
Intuit Inc
-$1.2M
33,051
-2%
增持
RYAN
Ryan Specialty Holdings Inc
-$1.1M
563,257
+5%
减持
IDXX
IDEXX Laboratories Inc.
+$1.1M
41,270
-2%
增持
—
Steris PLC
+$1.1M
104,165
+2%
减持
ULTA
Ulta Beauty Inc
+$1.1M
22,596
-2%
减持
DXCM
DexCom Inc
-$1.0M
134,930
-9%
减持
HEI/A
Heico Corp
-$925.6K
156,721
-2%
减持
PLMR
Palomar Holdings Inc
+$920.2K
231,499
-11%
减持
AGYS
Agilysys Inc
+$919.2K
732,017
-10%
增持
CHD
Church & Dwight Co Inc.
-$839.3K
312,517
+1%
增持
MKTX
MarketAxess Holdings Inc.
+$787.7K
27,446
+14%
减持
GNRC
Generac Holdings Inc.
-$767.9K
19,428
-5%
减持
ALGN
Align Technology Inc.
+$731.3K
28,143
-4%
减持
GOOGL
Alphabet Inc.
+$696.1K
10,856
-2%
增持
BSY
Bentley Systems Incorporated
-$676.1K
152,639
+21%
减持
CGNX
Cognex Corp
-$658.7K
64,299
-2%
减持
AZTA
Azenta Inc
+$597.0K
463,408
-10%
减持
TRMB
Trimble Inc
-$467.0K
99,339
-2%
减持
ISRG
Intuitive Surgical Inc.
+$447.9K
3,921
-1%
减持
TMO
Thermo Fisher Scientific Inc
+$440.9K
4,931
-1%
减持
CRL
Charles River Laboratories International, Inc.
+$438.3K
12,156
-4%
增持
EW
Edwards Lifesciences Corporation
+$377.2K
17,152
+23%
减持
MSI
Motorola Solutions Inc
-$344.1K
4,368
-1%
减持
MSFT
Microsoft Corp.
-$285.8K
6,273
-2%
减持
FBIN
Fortune Brands Innovations Inc
-$284.7K
62,873
-2%
增持
MPWR
Monolithic Power Systems Inc.
-$277.2K
42,847
+1%
减持
COST
Costco Wholesale Corporation
-$252.9K
2,958
-2%
减持
DHR
Danaher Corporation
+$250.9K
8,766
-1%
建仓
IJK
iShare Trust
+$250.2K
2,582
减持
SSNC
SS&C Technologies Holdings Inc.
-$206.5K
79,632
-1%
减持
ODFL
Old Dominion Freight Line Inc.
+$156.2K
75,697
-9%
减持
LOW
Lowes Companies, Inc.
-$135.6K
7,662
-3%
减持
WMT
Walmart Inc
+$133.5K
23,285
-2%
减持
TJX
The TJX Companies Inc.
+$131.0K
22,127
-2%
减持
FRPT
Freshpet Inc
+$122.7K
65,560
-7%
减持
CRM
Salesforce Inc.
+$121.1K
4,765
-1%
增持
VEEV
Veeva Systems Inc
+$104.5K
30,456
+36%
减持
SPGI
S&P Global Inc
+$101.2K
3,296
-1%
减持
ECL
Ecolab Inc.
-$94.2K
6,619
-1%
减持
VLTO
Veralto Corp.
-$87.1K
10,978
-1%
减持
UFPT
UFP Technologies Inc.
-$49.8K
142,260
-10%
减持
V
Visa Inc
+$6.4K
7,195
-2%
减持
MRVL
Marvell Technology Inc
+$1.2K
31,160
-1%
