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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 125 项
建仓 2
增持 27
减持 91
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
EXLS
ExlService Holdings Inc.
-$65.7M
4,257,091
-7%
减持
BLKB
Blackbaud Inc
-$41.3M
719,100
-34%
减持
AGYS
Agilysys Inc
-$39.2M
672,470
-8%
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
CERT
Certara Inc
-$32.0M
2,743,484
-49%
减持
CWST
Casella Waste Systems, Inc.
-$31.6M
1,163,087
-8%
减持
DSGX
Descartes Systems Group Inc.
-$30.3M
1,328,014
-7%
减持
VERX
Vertex Inc
-$28.7M
2,134,691
-21%
减持
BL
Blackline Inc
-$28.0M
478,086
-42%
清仓
SPSC
SPS Commerce Inc
-$25.1M
0
-100%
减持
OLLI
Ollies Bargain Outlet Holdings Inc.
-$24.6M
964,329
-7%
减持
ROAD
Construction Partners Inc.
-$24.2M
1,561,051
-14%
减持
BFAM
Bright Horizons Family Solutions Inc Del
-$23.6M
792,427
-9%
减持
RBC
RBC Bearings Inc
-$23.3M
382,964
-26%
减持
ESE
ESCO Technologies Inc.
+$22.3M
626,496
-21%
减持
KNSL
Kinsale Capital Group Inc
-$22.1M
287,935
-7%
清仓
MRTN
Marten Transport Ltd.
-$21.3M
0
-100%
建仓
LMB
Limbach Holdings Inc.
+$18.4M
236,090
建仓
CSW
CSW Industrials Inc.
+$17.4M
66,943
增持
TYL
Tyler Technologies Inc.
-$16.5M
247,756
+11%
减持
LMAT
Lemaitre Vascular Inc.
+$16.2M
753,992
-7%
清仓
AZTA
Azenta Inc
-$15.4M
0
-100%
减持
PLUS
Eplus Inc
-$15.1M
759,517
-8%
减持
HLNE
Hamilton Lane Inc
-$14.4M
274,694
-11%
减持
GMED
Globus Med Inc
-$14.3M
1,760,971
-7%
清仓
MLAB
Mesa Laboratories Inc.
-$14.0M
0
-100%
增持
LOAR
Loar Holdings Inc
+$13.6M
662,118
+85%
减持
ONTO
Onto Innovation Inc.
+$13.5M
705,943
-15%
减持
VCEL
Vericel Corporation
-$12.8M
1,646,818
-10%
减持
ALRM
Alarm.com Holdings Inc.
-$12.7M
1,070,083
-7%
减持
CSGP
Costar Group Inc
-$12.7M
437,462
-3%
减持
MTSI
MACOM Technology Solutions Holdings Inc.
+$12.5M
343,759
-8%
减持
HUBS
Hubspot Inc
-$12.4M
37,086
-31%
增持
VVV
Valvoline Inc
+$12.2M
1,789,709
+8%
增持
ULS
UL Solutions Inc.
+$12.1M
192,167
+243%
增持
DGII
Digi International Inc.
+$10.9M
1,612,365
+4%
增持
WDFC
WD-40 Co.
+$10.8M
282,449
+19%
减持
CBZ
CBIZ Inc.
-$10.7M
353,138
-12%
减持
TXRH
Texas Roadhouse Inc
-$10.6M
796,723
-7%
减持
RYAN
Ryan Specialty Holdings Inc
-$10.6M
548,175
-3%
增持
RGEN
Repligen Corporation
-$10.5M
693,738
+23%
减持
IT
Gartner Inc.
-$10.2M
28,861
-51%
减持
INTU
Intuit Inc
-$10.0M
27,449
-17%
增持
DORM
Dorman Products Inc.
+$9.0M
564,356
+39%
减持
KEYS
Keysight Technologies, Inc.
+$9.0M
245,852
-17%
增持
FSV
FirstService Corp.
+$8.8M
527,572
+27%
减持
JJSF
J&J Snack Foods Corp
-$8.2M
416,457
-9%
减持
HEI/A
Heico Corp
-$8.2M
148,712
-5%
减持
ROL
Rollins Inc
-$7.7M
884,467
-3%
减持
IIIV
I3 Verticals INC
-$7.6M
1,555,904
-8%
减持
APH
Amphenol Corporation
-$7.5M
298,071
-11%
减持
ROP
Roper Technologies Inc
-$7.3M
30,014
-26%
减持
EPAM
EPAM Systems Inc.
-$7.3M
98,542
-2%
减持
DCI
Donaldson Co Inc
-$6.9M
604,371
-8%
减持
SPXC
SPX Technologies, Inc.
-$6.6M
388,434
-8%
减持
BR
Broadridge Financial Solutions Inc.
-$6.3M
87,101
-5%
减持
UFPT
UFP Technologies Inc.
-$6.2M
131,173
-8%
增持
BSY
Bentley Systems Incorporated
+$5.9M
333,428
+118%
减持
IWP
ISHARES TR
-$5.9M
23,359
-64%
减持
PLMR
Palomar Holdings Inc
-$5.5M
214,658
-7%
减持
CPRT
Copart Inc
-$5.5M
786,279
-3%
减持
FICO
Fair Isaac Corporation
-$5.4M
7,917
-3%
减持
BLFS
Biolife Solutions Inc.
-$5.3M
739,803
-8%
增持
AXON
Axon Enterprise Inc
-$5.2M
96,728
+19%
减持
AX
Axos Financial Inc
-$5.1M
608,081
-8%
减持
MPWR
Monolithic Power Systems Inc.
+$4.6M
39,751
-7%
减持
CDNS
Cadence Design Systems, Inc.
-$4.4M
89,411
-4%
增持
HQY
Healthequity Inc
-$4.4M
1,174,070
+5%
减持
BCPC
Balchem Corp
+$4.2M
846,495
-7%
减持
VRSK
Verisk Analytics, Inc.
-$4.1M
109,805
-1%
增持
IDXX
IDEXX Laboratories Inc.
-$3.8M
43,008
+4%
减持
BURL
Burlington Stores Inc.
+$3.6M
132,865
-3%
增持
ODFL
Old Dominion Freight Line Inc.
+$3.5M
78,648
+4%
减持
WMS
Advanced Drainage System Inc
-$3.2M
255,923
-3%
减持
POOL
Pool Corporation
-$2.8M
95,371
-1%
增持
EXPO
Exponent Inc
-$2.8M
1,795,507
+4%
减持
RJF
Raymond James Financial Inc.
-$2.6M
99,157
-6%
减持
ULTA
Ulta Beauty Inc
-$2.5M
21,287
-6%
增持
NOVT
Novanta Inc
+$2.5M
931,270
+3%
减持
CHD
Church & Dwight Co Inc.
+$2.3M
305,804
-2%
增持
—
Steris PLC
-$2.3M
109,051
+5%
增持
IWO
ISHARES TR
+$2.2M
70,677
+14%
减持
SSNC
SS&C Technologies Holdings Inc.
-$1.8M
76,106
-4%
增持
VBK
Vanguard Index Funds
+$1.8M
11,351
+106%
减持
WSC
WillScot Holdings Corporation
-$1.8M
618,587
-7%
减持
TRMB
Trimble Inc
-$1.6M
94,817
-5%
减持
ICE
Intercontinental Exchange Inc
-$1.6M
129,341
-4%
减持
ORLY
O'Reilly Automotive Inc.
-$1.6M
412,599
-5%
减持
VMC
Vulcan Materials Company
-$1.5M
56,385
-5%
减持
AAON
Aaon Inc
+$1.4M
1,721,631
-7%
减持
DHR
Danaher Corporation
-$1.3M
3,547
-60%
减持
COO
The Cooper Companies, Inc.
-$1.3M
94,916
-4%
增持
VEEV
Veeva Systems Inc
-$1.1M
32,499
+7%
减持
MSFT
Microsoft Corp.
-$1.1M
5,262
-16%
减持
GNRC
Generac Holdings Inc.
+$1.1M
19,109
-2%
减持
SITE
Siteone Landscape Supply Inc
-$968.9K
627,284
-7%
减持
WSO
Watsco Inc
-$901.6K
60,059
-11%
增持
TECH
Bio-Techne Corp
+$829.4K
1,243,043
+14%
减持
FBIN
Fortune Brands Innovations Inc
-$820.2K
59,654
-5%
减持
TMO
Thermo Fisher Scientific Inc
-$819.4K
4,146
-16%
减持
TREX
Trex Company, Inc.
-$790.9K
749,658
-6%
减持
GOOGL
Alphabet Inc.
-$781.1K
9,100
-16%
减持
CGNX
Cognex Corp
+$706.8K
61,650
-4%
减持
ISRG
Intuitive Surgical Inc.
-$702.2K
3,294
-16%
减持
V
Visa Inc
-$701.2K
6,029
-16%
减持
TJX
The TJX Companies Inc.
-$690.1K
16,962
-23%
减持
SPGI
S&P Global Inc
-$544.7K
2,769
-16%
减持
CRM
Salesforce Inc.
-$514.9K
4,004
-16%
增持
MKTX
MarketAxess Holdings Inc.
-$432.1K
27,533
+0%
减持
ALGN
Align Technology Inc.
+$398.4K
27,959
-1%
减持
CRL
Charles River Laboratories International, Inc.
-$364.9K
11,942
-2%
减持
IEX
Idex Corporation
+$349.2K
93,917
-4%
增持
OPCH
Option Care Health Inc
+$337.0K
1,474,121
+19%
增持
DDOG
Datadog Inc
-$334.8K
123,837
+13%
减持
LOW
Lowes Companies, Inc.
-$332.3K
6,414
-16%
减持
COST
Costco Wholesale Corporation
-$326.8K
2,232
-25%
减持
VLTO
Veralto Corp.
-$279.6K
9,226
-16%
减持
ECL
Ecolab Inc.
-$259.3K
5,557
-16%
清仓
IJK
iShare Trust
-$250.2K
0
-100%
增持
EW
Edwards Lifesciences Corporation
+$238.9K
21,243
+24%
增持
DXCM
DexCom Inc
-$234.7K
138,863
+3%
减持
APG
API Group Corp
+$177.1K
210,570
-4%
减持
WMT
Walmart Inc
-$168.8K
19,516
-16%
减持
MSI
Motorola Solutions Inc
-$80.8K
3,672
-16%
减持
MRVL
Marvell Technology Inc
-$53.5K
26,194
-16%
增持
FRPT
Freshpet Inc
+$23.3K
68,146
+4%
