GENEVA CAPITAL MANAGEMENT LLC Q1 2020 Filing

Filed May 15, 2020

Portfolio Value

$3.5B

Holdings

120

Report Date

Q1 2020

Filing Type

13F-HR

All Holdings (120 positions)

StockValue
3M4MASIMO CORP COM
$113.2M
TYLTYLER TECHNOLOGIES INC COM
$105.6M
EXPOEXPONENT INC COM
$87.9M
FICOFAIR ISAAC CORP COM
$78.0M
KNSLKINSALE CAP GROUP INC COM
$77.8M
TECHBIO-TECHNE CORP COM
$70.5M
BFAMBRIGHT HORIZONS FAM SOL IN DEL
$64.5M
IPHIINPHI CORP COM
$61.7M
BLBLACKLINE INC COM
$61.6M
HQYHEALTHEQUITY INC COM
$56.1M
OMCLOMNICELL INC COM
$55.1M
BCPCBALCHEM CORP COM
$53.7M
CSGPCOSTAR GROUP INC COM
$53.3M
LHCGUSDLHC GROUP INC COM
$53.0M
NEOGNEOGEN CORP COM
$52.9M
TREXTREX CO INC COM
$51.8M
MPWRMONOLITHIC PWR SYS INC COM
$51.1M
RBCRBC BEARINGS INC COM
$49.4M
TRHCEURTABULA RASA HEALTHCARE INC COM
$49.1M
ENVUSDENVESTNET INC COM
$49.1M
TCMDTACTILE SYS TECHNOLOGY INC COM
$48.7M
TXRHTEXAS ROADHOUSE INC COM
$46.6M
AAONAAON INC COM
$45.8M
FOXFFOX FACTORY HLDG CORP COM
$45.7M
ALRMALARM COM HLDGS INC COM
$43.9M
DSGDESCARTES SYS GROUP INC COM
$43.7M
FISVFISERV INC COM
$41.6M
STAASTAAR SURGICAL CO
$41.4M
INTUINTUIT COM
$40.3M
MRTNMARTEN TRANS LTD COM
$39.5M
VCRAUSDVOCERA COMMUNICATIONS INC COM
$39.4M
EXLSEXLSERVICE HOLDINGS INC COM
$38.6M
QTWOQ2 HLDGS INC COM
$38.3M
CPRTCOPART INC COM
$38.0M
AKXANSYS INC COM
$37.9M
GMEDGLOBUS MED INC CL A
$37.5M
BOTTOMLINE TECH DEL INC COM
$36.3M
PLUSEPLUS INC COM
$36.2M
SITESITEONE LANDSCAPE SUPPLY INC C
$36.0M
GPNGLOBAL PMTS INC COM
$35.4M
IDXXIDEXX LABS INC COM
$35.2M
1GSNNOVANTA INC COM
$35.2M
OLLIOLLIES BARGAIN OUTLT HLDGS INC
$34.6M
VRSKVERISK ANALYTICS INC COM
$34.2M
BLKBBLACKBAUD INC COM
$33.8M
POOLPOOL CORPORATION COM
$33.6M
DCIDONALDSON INC COM
$31.3M
STESTERIS PLC SHS USD
$31.1M
BRBROADRIDGE FINL SOLUTIONS INC
$31.1M
PRLBPROTO LABS INC COM
$30.9M
ICEINTERCONTINENTAL EXCHANGE INC
$30.2M
ORLYO REILLY AUTOMOTIVE INC NEW CO
$30.0M
APHAMPHENOL CORP NEW CL A
$29.6M
IEXIDEX CORP COM
$29.5M
BURLBURLINGTON STORES INC COM
$29.4M
ROPROPER TECHNOLOGIES INC COM
$29.0M
ALGTALLEGIANT TRAVEL CO COM
$28.5M
ESEESCO TECHNOLOGIES INC COM
$28.2M
JJSFJ & J SNACK FOODS CORP COM
$27.9M
DORMDORMAN PRODUCTS INC COM
$27.5M
PETQEURPETIQ INC COM CL A
$27.1M
BUSDBARNES GROUP INC COM
$26.5M
RPREALPAGE INC COM
$26.4M
PAYCPAYCOM SOFTWARE INC COM
$26.1M
EVOP1EUREVO PMTS INC CL A COM
$24.5M
EPAMEPAM SYS INC COM
$23.5M
TFXTELEFLEX INCORPORATED COM
$23.3M
LMATLEMAITRE VASCULAR INC COM
$21.7M
RG6ROGERS CORP COM
$21.6M
NATIONAL INSTRS CORP COM
$21.6M
LF2PACIFIC PREMIER BANCORP COM
$21.1M
KEYSKEYSIGHT TECHNOLOGIES INC COM
$20.2M
CHDCHURCH & DWIGHT INC COM
$20.0M
GKDGRAND CANYON ED INC COM
$19.4M
COOCOOPER COS INC COM NEW
$19.0M
ABMDEURABIOMED INC COM
$19.0M
LGNDLIGAND PHARMACEUTICALS INC COM
$17.8M
WSOWATSCO INC COM
$17.5M
RJFRAYMOND JAMES FINANCIAL INC CO
$17.4M
ITGARTNER INC COM
$17.2M
MCHPMICROCHIP TECHNOLOGY INC COM
$17.2M
BB4AXOS FINL INC COM
$16.8M
CANTEL MEDICAL CORP COM
$16.7M
JJSFJ & J SNACK FOODS CORP COM
$16.7M
TCBITEXAS CAPITAL BANCSHARES INC C
$15.9M
ULTAULTA BEAUTY INC COM
$15.8M
HUBSHUBSPOT INC COM
$15.4M
TQJSIGNATURE BK NEW YORK N Y COM
$15.4M
SSFSENSIENT TECHNOLOGIES CORP COM
$15.3M
HASHASBRO INC COM
$14.8M
WDFCWD-40 CO COM
$14.5M
FTDRFRONTDOOR INC COM
$14.4M
TRMBTRIMBLE INC COM
$14.4M
AFWALIGN TECHNOLOGY INC COM
$13.8M
CHDCHURCH & DWIGHT INC COM
$11.6M
SSNCSS&C TECHNOLOGIES HLDGS INC CO
$11.2M
VAREURVARIAN MED SYS INC COM
$10.5M
JBHTHUNT J B TRANS SVCS INC COM
$10.4M
CGNXCOGNEX CORP COM
$10.0M
IIIVI3 VERTICALS INC CL A
$9.9M
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