GENEVA CAPITAL MANAGEMENT LLC Q2 2024 Filing
Filed August 14, 2024
Portfolio Value
$5.5B
Holdings
130
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (130 positions)
| Stock | Value |
|---|---|
ONTOOnto Innovation Inc. | $201.1M |
ROADConstruction Partners Inc. | $183.6M |
TXRHTexas Roadhouse Inc | $157.8M |
RBCRBC Bearings Inc | $157.2M |
KNSLKinsale Capital Group Inc | $155.1M |
EXPOExponent Inc | $148.7M |
AAONAaon Inc | $146.0M |
EXLSExlService Holdings Inc. | $144.5M |
DSGDescartes Systems Group Inc. | $141.2M |
1GSNNovanta Inc | $125.8M |
BCPCBalchem Corp | $118.1M |
TREXTrex Company, Inc. | $117.5M |
TYLTyler Technologies Inc. | $112.7M |
GMEDGlobus Med Inc | $108.2M |
FICOFair Isaac Corporation | $106.1M |
CWSTCasella Waste Systems, Inc. | $102.8M |
OLLIOllies Bargain Outlet Holdings Inc. | $101.8M |
BLKBBlackbaud Inc | $89.2M |
ESEESCO Technologies Inc. | $88.8M |
JJSFJ&J Snack Foods Corp | $84.3M |
SPSCSPS Commerce Inc | $83.1M |
ALRMAlarm.com Holdings Inc. | $82.4M |
TECHBio-Techne Corp | $77.9M |
PLUSEplus Inc | $76.0M |
CERTCertara Inc | $75.8M |
SITESiteone Landscape Supply Inc | $74.9M |
HQYHealthequity Inc | $72.5M |
LMATLemaitre Vascular Inc. | $72.4M |
AGYSAgilysys Inc | $70.1M |
PRFTUSDPerficient Inc | $69.8M |
SPXCSPX Technologies, Inc. | $64.3M |
BFAMBright Horizons Family Solutions Inc Del | $63.0M |
MRTNMarten Transport Ltd. | $59.3M |
CPRTCopart Inc | $58.6M |
ENVUSDEnvestnet Inc | $53.8M |
AXONAxon Enterprise Inc | $52.7M |
DORMDorman Products Inc. | $52.5M |
DCIDonaldson Co Inc | $50.5M |
APHAmphenol Corporation | $50.0M |
DVDoubleVerify Holdings Inc | $48.4M |
ORLYO'Reilly Automotive Inc. | $46.8M |
WDFCWD-40 Co. | $46.3M |
BLBlackline Inc | $42.2M |
IIIVI3 Verticals INC | $41.7M |
BB4Axos Financial Inc | $40.4M |
NVEEUSDNV5 Global Inc. | $39.7M |
ITGartner Inc. | $37.8M |
VERXVertex Inc | $37.3M |
FSVFirstService Corp. | $36.5M |
DGIIDigi International Inc. | $36.1M |
VRSKVerisk Analytics, Inc. | $35.3M |
GOGrocery Outlet Holding Corp. | $34.5M |
STAAStaar Surgical Co | $33.0M |
FISVFiserv Inc. | $33.0M |
NEOGNeogen Corp | $32.6M |
WMSAdvanced Drainage System Inc | $31.5M |
VCELVericel Corporation | $31.4M |
CSGPCostar Group Inc | $30.3M |
WSOWatsco Inc | $30.2M |
KEYSKeysight Technologies, Inc. | $30.1M |
HEIHeico Corp | $29.4M |
CHDChurch & Dwight Co Inc. | $29.2M |
BURLBurlington Stores Inc. | $29.1M |
RYANRyan Specialty Holdings Inc | $28.9M |
ROPRoper Technologies Inc | $28.2M |
PLMRPalomar Holdings Inc | $27.6M |
POOLPool Corporation | $27.4M |
STESteris PLC | $27.0M |
INTUIntuit Inc | $26.9M |
FOXFFox Factory Holding Corporation | $26.6M |
AZTAAzenta Inc | $26.1M |
IEXIdex Corporation | $25.5M |
IDXXIDEXX Laboratories Inc. | $24.5M |
HLNEHamilton Lane Inc | $24.1M |
MPWRMonolithic Power Systems Inc. | $23.0M |
ICEIntercontinental Exchange Inc | $22.7M |
BRBroadridge Financial Solutions Inc. | $22.0M |
CDNSCadence Design Systems, Inc. | $21.8M |
UFPTUFP Technologies Inc. | $21.1M |
ROLRollins Inc | $19.3M |
BLFSBiolife Solutions | $18.5M |
HUBSHubspot Inc | $17.6M |
OMCLOmnicell Inc | $16.8M |
MLABMesa Laboratories Inc. | $16.3M |
RGENRepligen Corporation | $16.1M |
ODFLOld Dominion Freight Line Inc. | $16.0M |
ULTAUlta Beauty Inc | $14.5M |
DC4DexCom Inc | $14.3M |
IWOISHARES TR | $14.1M |
RJFRaymond James Financial Inc. | $13.9M |
GPNGlobal Payments Inc | $12.8M |
EPAMEPAM Systems Inc. | $12.7M |
VMCVulcan Materials Company | $12.1M |
ALGTAllegiant Travel Company | $12.0M |
BUSDBarnes Group Inc. | $11.1M |
AKXAnsys Inc | $11.0M |
COOThe Cooper Companies, Inc. | $10.5M |
LULULululemon Athletica Inc. | $9.4M |
AFWAlign Technology Inc. | $8.5M |
BSYBentley Systems Incorporated | $7.5M |
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