GENEVA CAPITAL MANAGEMENT LLC Q2 2025 Filing
Filed August 5, 2025
Portfolio Value
$6.0B
Holdings
123
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (123 positions)
| Stock | Value |
|---|---|
RBCRBC Bearings Inc | $243.7M |
ROADConstruction Partners Inc. | $230.1M |
EXLSExlService Holdings Inc. | $219.5M |
TXRHTexas Roadhouse Inc | $180.2M |
ESEESCO Technologies Inc. | $169.4M |
KNSLKinsale Capital Group Inc | $164.9M |
DSGDescartes Systems Group Inc. | $159.9M |
AAONAaon Inc | $150.2M |
OLLIOllies Bargain Outlet Holdings Inc. | $148.8M |
BCPCBalchem Corp | $142.6M |
TYLTyler Technologies Inc. | $141.2M |
EXPOExponent Inc | $140.3M |
1GSNNovanta Inc | $127.5M |
CWSTCasella Waste Systems, Inc. | $125.1M |
GMEDGlobus Med Inc | $122.9M |
HQYHealthequity Inc | $116.1M |
ONTOOnto Innovation Inc. | $109.2M |
VERXVertex Inc | $106.6M |
TREXTrex Company, Inc. | $93.7M |
AGYSAgilysys Inc | $93.6M |
SITESiteone Landscape Supply Inc | $91.9M |
SPSCSPS Commerce Inc | $84.2M |
SPXCSPX Technologies, Inc. | $79.3M |
BLKBBlackbaud Inc | $78.4M |
LMATLemaitre Vascular Inc. | $76.0M |
VCELVericel Corporation | $75.9M |
BFAMBright Horizons Family Solutions Inc Del | $74.1M |
ALRMAlarm.com Holdings Inc. | $73.8M |
VVVValvoline Inc | $73.7M |
CERTCertara Inc | $71.5M |
AXONAxon Enterprise Inc | $69.3M |
FSVFirstService Corp. | $67.2M |
PLUSEplus Inc | $66.5M |
JJSFJ&J Snack Foods Corp | $62.8M |
TECHBio-Techne Corp | $61.0M |
RGENRepligen Corporation | $60.6M |
DGIIDigi International Inc. | $60.3M |
WDFCWD-40 Co. | $60.1M |
BB4Axos Financial Inc | $56.2M |
DORMDorman Products Inc. | $55.9M |
BLBlackline Inc | $52.3M |
IIIVI3 Verticals INC | $51.9M |
APHAmphenol Corporation | $51.1M |
DCIDonaldson Co Inc | $51.1M |
ROLRollins Inc | $51.0M |
CPRTCopart Inc | $49.6M |
KEYSKeysight Technologies, Inc. | $46.1M |
MRTNMarten Transport Ltd. | $43.6M |
HEIHeico Corp | $43.2M |
ORLYO'Reilly Automotive Inc. | $41.9M |
PLMRPalomar Holdings Inc | $40.2M |
HLNEHamilton Lane Inc | $38.7M |
CSGPCostar Group Inc | $36.0M |
VRSKVerisk Analytics, Inc. | $35.6M |
OPCHOption Care Health Inc | $34.9M |
FISVFiserv Inc. | $33.1M |
WSOWatsco Inc | $32.8M |
RYANRyan Specialty Holdings Inc | $32.8M |
CBZCBIZ Inc. | $32.3M |
MPWRMonolithic Power Systems Inc. | $31.8M |
BURLBurlington Stores Inc. | $31.1M |
CDNSCadence Design Systems, Inc. | $30.7M |
CHDChurch & Dwight Co Inc. | $30.5M |
ITGartner Inc. | $29.7M |
WMSAdvanced Drainage System Inc | $29.6M |
HUBSHubspot Inc | $29.0M |
POOLPool Corporation | $28.3M |
INTUIntuit Inc | $27.9M |
ICEIntercontinental Exchange Inc | $26.5M |
STESteris PLC | $25.8M |
ROPRoper Technologies Inc | $24.7M |
MTSIMACOM Technology Solutions Holdings Inc. | $24.7M |
BRBroadridge Financial Solutions Inc. | $23.7M |
IDXXIDEXX Laboratories Inc. | $23.6M |
WSCWillScot Holdings Corporation | $20.6M |
UFPTUFP Technologies Inc. | $20.5M |
BLFSBiolife Solutions Inc. | $19.4M |
NVEEUSDNV5 Global Inc. | $19.4M |
MLABMesa Laboratories Inc. | $18.8M |
IEXIdex Corporation | $18.4M |
EPAMEPAM Systems Inc. | $17.6M |
AZTAAzenta Inc | $16.0M |
FOXFFox Factory Holding Corporation | $15.1M |
RJFRaymond James Financial Inc. | $14.8M |
FICOFair Isaac Corporation | $14.8M |
ODFLOld Dominion Freight Line Inc. | $14.2M |
VMCVulcan Materials Company | $13.9M |
DC4DexCom Inc | $13.6M |
ULTAUlta Beauty Inc | $11.3M |
DDOGDatadog Inc | $10.7M |
IWOISHARES TR | $9.7M |
TRMBTrimble Inc | $8.0M |
COOThe Cooper Companies, Inc. | $7.5M |
BSYBentley Systems Incorporated | $7.1M |
SSNCSS&C Technologies Holdings Inc. | $7.0M |
AFWAlign Technology Inc. | $5.9M |
MKTXMarketAxess Holdings Inc. | $5.4M |
FRPTFreshpet Inc | $5.1M |
GPNGlobal Payments Inc | $4.3M |
LULULululemon Athletica Inc. | $4.0M |
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