GENEVA CAPITAL MANAGEMENT LLC Q2 2023 Filing

Filed August 1, 2023

Portfolio Value

$5.1B

Holdings

122

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (122 positions)

StockValue
KNSLKINSALE CAP GROUP INC
$192.0M
ONTOONTO INNOVATION INC
$143.0M
EXPOEXPONENT INC
$131.0M
EXLSEXLSERVICE HOLDINGS INC
$126.0M
RBCRBC BEARINGS INC
$125.0M
FOXFFOX FACTORY HOLDING CORP
$123.0M
NOVTNOVANTA INC
$120.0M
DSGDESCARTES SYSTEMS GROUP INC
$114.0M
AAONAAON INC
$106.0M
BCPCBALCHEM CORP
$101.0M
TXRHTEXAS ROADHOUSE INC
$97.0M
ROADCONSTRUCTION PARTNERS INC CL A
$97.0M
TYLTYLER TECHNOLOGIES INC
$96.0M
ESEESCO TECHNOLOGIES INC
$89.0M
SPSCSPS COMMERCE INC
$86.0M
PLUSEPLUS INC
$86.0M
TECHBIO-TECHNE CORP
$86.0M
GMEDGLOBUS MED INC CL A
$85.0M
SITESITEONE LANDSCAPE SUPPLY INC
$84.0M
UTXTREX CO INC
$79.0M
PERFICIENT INC
$78.0M
CWSTCASELLA WASTE SYSTEMS INC CL A
$74.0M
BLACKBAUD INC
$74.0M
OMCLOMNICELL
$72.0M
MRTNMARTEN TRANSPORT LTD
$70.0M
ALRMALARM HOLDINGS INC
$66.0M
ENVESTNET INC
$62.0M
OLLIOLLIES BARGAIN OUTLET HOLDINGS
$59.0M
LMATLEMAITRE VASCULAR INC
$59.0M
CPRTCOPART INC
$55.0M
HQYHEALTHEQUITY INC
$54.0M
BFAMBRIGHT HORIZONS FAM SOL IN DEL
$54.0M
BLBLACKLINE INC
$53.0M
JJSFJ & J SNACK FOODS CORP
$53.0M
CERTCERTARA INC
$53.0M
3M4MASIMO CORP
$49.0M
STAASTAAR SURGICAL CO
$49.0M
NV5 GLOBAL INC
$47.0M
DCIDONALDSON INC
$45.0M
DORMDORMAN PRODS INC
$45.0M
ALGTALLEGIANT TRAVEL CO
$45.0M
IIIVI3 VERTICALS INC CL A
$43.0M
INTUINTUIT
$42.0M
CSGPCOSTAR GROUP INC
$42.0M
AXONAXON ENTERPRISE INC
$40.0M
WDFCWD 40 CO
$40.0M
APHAMPHENOL CORP CL A
$37.0M
DGIIDIGI INTERNATIONAL INC
$36.0M
KEYSKEYSIGHT TECHNOLOGIES INC
$35.0M
NEOGNEOGEN CORP
$34.0M
BLFSBIOLIFE SOLUTIONS INC NEW
$34.0M
VRSKVERISK ANALYTICS INC
$34.0M
POOLPOOL CORP
$33.0M
ITGARTNER INC
$32.0M
STESTERIS PLC USD
$32.0M
ANSYS INC
$32.0M
FISVFISERV INC
$32.0M
WMSADVANCED DRAIN SYSTEMS INC
$31.0M
AVID BIOSERVICES INC
$31.0M
IDEXX LABORATORIES INC
$29.0M
JJSFJ & J SNACK FOODS CORP
$29.0M
BUSDBARNES GROUP INC
$28.0M
GOGROCERY OUTLET HOLDING CORP
$27.0M
IDEX CORP
$27.0M
ULTA BEAUTY INC
$25.0M
MESA LABORATORIES INC
$24.0M
AZTAAZENTA INC
$23.0M
ROPROPER TECHNOLOGIES INC
$23.0M
WSOWATSCO INC
$23.0M
BRBROADRIDGE FINANCIAL SOLUTIONS
$21.0M
HEIHEICO CORP CL A
$21.0M
CHDCHURCH & DWIGHT CO INC
$21.0M
INTERCONTINENTAL EXCHANGE INC
$21.0M
AXAXOS FINANCIAL INC
$20.0M
PLMRPALOMAR HOLDINGS INC
$20.0M
CDNSCADENCE DESIGN SYSTEM INC
$19.0M
BURLBURLINGTON STORES INC
$18.0M
LULULULULEMON ATHLETICA INC
$18.0M
AGYSAGILYSYS INC
$18.0M
RGENREPLIGEN CORP
$16.0M
EPAM SYSTEMS INC
$15.0M
GLOBAL PAYMENTS INC
$14.0M
RJFRAYMOND JAMES FINANCIAL INC
$13.0M
PAYCPAYCOM SOFTWARE INC
$12.0M
COOCOOPER COS INC NEW
$10.0M
TRMBTRIMBLE INC
$10.0M
RYANRYAN SPECIALTY HOLDINGS INC CL
$9.0M
SHOCKWAVE MED INC
$9.0M
DVDOUBLEVERIFY HOLDINGS INC
$9.0M
MPWRMONOLITHIC POWER SYSTEMS INC
$8.0M
JBHTHUNT J B TRANS SERVICES INC
$7.0M
AFWALIGN TECHNOLOGY INC
$7.0M
FBINFORTUNE BRANDS INNOVATIONS INC
$6.0M
GNRCGENERAC HOLDINGS INC
$6.0M
ETSYETSY INC
$6.0M
HUBSHUBSPOT INC
$5.0M
SSNCSS&C TECHNOLOGIES HOLDINGS INC
$5.0M
CGNXCOGNEX CORP
$5.0M
IWOISHARES TR RUS 2000 GRW ETF
$5.0M
CHDCHURCH & DWIGHT CO INC
$4.0M
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