GENEVA CAPITAL MANAGEMENT LLC Q2 2020 Filing

Filed August 13, 2020

Portfolio Value

$4.6B

Holdings

120

Report Date

Q2 2020

Filing Type

13F-HR

All Holdings (120 positions)

StockValue
3M4MASIMO CORP COM
$119.8M
KNSLKINSALE CAP GROUP INC COM
$118.7M
TYLTYLER TECHNOLOGIES INC COM
$116.5M
FICOFAIR ISAAC CORP COM
$109.5M
EXPOEXPONENT INC COM
$101.9M
BLBLACKLINE INC COM
$101.7M
TECHBIO-TECHNE CORP COM
$101.0M
IPHIINPHI CORP COM
$95.9M
FOXFFOX FACTORY HLDG CORP COM
$92.4M
TREXTREX CO INC COM
$86.5M
STAASTAAR SURGICAL CO
$81.1M
ENVUSDENVESTNET INC COM
$78.3M
ALRMALARM COM HLDGS INC COM
$75.6M
OLLIOLLIES BARGAIN OUTLT HLDGS INC
$75.4M
MPWRMONOLITHIC PWR SYS INC COM
$74.7M
LHCGUSDLHC GROUP INC COM
$74.3M
BFAMBRIGHT HORIZONS FAM SOL IN DEL
$70.4M
DSGDESCARTES SYS GROUP INC COM
$69.1M
HQYHEALTHEQUITY INC COM
$66.1M
CSGPCOSTAR GROUP INC COM
$63.1M
NEOGNEOGEN CORP COM
$63.0M
BCPCBALCHEM CORP COM
$62.3M
OMCLOMNICELL INC COM
$61.0M
RBCRBC BEARINGS INC COM
$60.7M
TRHCEURTABULA RASA HEALTHCARE INC COM
$58.2M
1GSNNOVANTA INC COM
$57.7M
SITESITEONE LANDSCAPE SUPPLY INC C
$57.3M
QTWOQ2 HLDGS INC COM
$57.2M
TXRHTEXAS ROADHOUSE INC COM
$56.0M
AAONAAON INC COM
$53.1M
BOTTOMLINE TECH DEL INC COM
$52.1M
TCMDTACTILE SYS TECHNOLOGY INC COM
$51.8M
INTUINTUIT COM
$51.5M
MRTNMARTEN TRANS LTD COM
$49.7M
EXLSEXLSERVICE HOLDINGS INC COM
$48.6M
PRLBPROTO LABS INC COM
$47.3M
AKXANSYS INC COM
$47.0M
IDXXIDEXX LABS INC COM
$47.0M
POOLPOOL CORPORATION COM
$45.6M
CPRTCOPART INC COM
$45.3M
ESEESCO TECHNOLOGIES INC COM
$44.3M
EVOP1EUREVO PMTS INC CL A COM
$43.8M
GMEDGLOBUS MED INC CL A
$43.3M
FISVFISERV INC COM
$42.5M
PLUSEPLUS INC COM
$42.1M
PETQEURPETIQ INC COM CL A
$42.0M
GPNGLOBAL PMTS INC COM
$41.3M
BRBROADRIDGE FINL SOLUTIONS INC
$41.1M
ORLYOREILLY AUTOMOTIVE INC COM
$41.1M
VRSKVERISK ANALYTICS INC COM
$40.7M
VCRAUSDVOCERA COMMUNICATIONS INC COM
$40.4M
ALGTALLEGIANT TRAVEL CO COM
$39.4M
EPAMEPAM SYS INC COM
$39.2M
APHAMPHENOL CORP NEW CL A
$38.6M
BURLBURLINGTON STORES INC COM
$35.8M
RG6ROGERS CORP COM
$35.6M
RPREALPAGE INC COM
$35.2M
ROPROPER TECHNOLOGIES INC COM
$35.1M
WDFCWD-40 CO COM
$34.9M
DORMDORMAN PRODUCTS INC COM
$34.4M
DCIDONALDSON INC COM
$33.3M
ICEINTERCONTINENTAL EXCHANGE INC
$33.3M
STESTERIS PLC SHS USD
$33.2M
JJSFJ & J SNACK FOODS CORP COM
$33.2M
IEXIDEX CORP COM
$32.9M
ABMDEURABIOMED INC COM
$31.1M
BLKBBLACKBAUD INC COM
$30.9M
HUBSHUBSPOT INC COM
$30.2M
KEYSKEYSIGHT TECHNOLOGIES INC COM
$29.5M
TFXTELEFLEX INCORPORATED COM
$28.2M
IIIVI3 VERTICALS INC CL A
$27.8M
BUSDBARNES GROUP INC COM
$25.8M
LF2PACIFIC PREMIER BANCORP COM
$25.2M
NATIONAL INSTRS CORP COM
$25.2M
CHDCHURCH & DWIGHT INC COM
$23.9M
LMATLEMAITRE VASCULAR INC COM
$23.5M
TCBITEXAS CAP BANCSHARES INC COM
$22.9M
GKDGRAND CANYON ED INC COM
$22.6M
FTDRFRONTDOOR INC COM
$22.4M
AXONAXON ENTERPRISE INC COM
$21.6M
CANTEL MED CORP COM
$21.4M
AFWALIGN TECHNOLOGY INC COM
$21.2M
BB4AXOS FINANCIAL INC COM
$21.0M
ITGARTNER INC COM
$20.8M
JJSFJ & J SNACK FOODS CORP COM
$20.6M
TQJSIGNATURE BK NEW YORK N Y COM
$20.1M
RGENREPLIGEN CORP COM
$20.0M
WSOWATSCO INC COM
$19.4M
COOCOOPER COS INC COM NEW
$19.2M
RJFRAYMOND JAMES FINL INC COM
$18.5M
ULTAULTA BEAUTY INC COM
$18.0M
MCHPMICROCHIP TECHNOLOGY INC. COM
$16.9M
TRMBTRIMBLE INC COM
$16.1M
PLMRPALOMAR HLDGS INC COM
$15.1M
SSNCSS&C TECHNOLOGIES HLDGS INC CO
$14.5M
CGNXCOGNEX CORP COM
$14.1M
CHDCHURCH & DWIGHT INC COM
$13.4M
JBHTHUNT J B TRANS SVCS INC COM
$13.2M
HASHASBRO INC COM
$12.8M
CRICARTERS INC COM
$10.3M
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