GENEVA CAPITAL MANAGEMENT LLC Q3 2020 Filing

Filed November 12, 2020

Portfolio Value

$4.8T

Holdings

122

Report Date

Q3 2020

Filing Type

13F-HR

All Holdings (122 positions)

StockValue
JBHTHUNT J B TRANS SVCS INC COM
$13.1B
PRFTUSDPERFICIENT INC COM
$12.7B
ETSYETSY INC COM
$10.3B
FBINFORTUNE BRANDS HOME & SEC INC
$8.7B
SSNCSS&C TECHNOLOGIES HLDGS INC CO
$8.4B
FBINFORTUNE BRANDS HOME & SEC INC
$4.9B
ADBEADOBE SYSTEMS INCORPORATED COM
$4.4B
DHRDANAHER CORPORATION COM
$4.4B
HEIHEICO CORP NEW CL A
$4.1B
MSFTMICROSOFT CORP COM
$4.1B
TMOTHERMO FISHER SCIENTIFIC INC C
$4.0B
LOWLOWES COS INC COM
$3.7B
PAYCPAYCOM SOFTWARE INC COM
$3.7B
CRMSALESFORCE COM INC COM
$3.7B
GOOGLALPHABET INC CAP STK CL A
$3.6B
VVISA INC COM CL A
$3.5B
IWOISHARES TR RUS 2000 GRW ETF
$3.5B
ATVIEURACTIVISION BLIZZARD INC COM
$3.1B
COSTCOSTCO WHSL CORP NEW COM
$3.0B
EWEDWARDS LIFESCIENCES CORP COM
$2.7B
TJXTJX COS INC NEW COM
$2.7B
ECLECOLAB INC COM
$2.5B
VFCV F CORP COM
$1.8B
DISDISNEY WALT CO COM DISNEY
$1.4B
IWPISHARES TR RUS MD CP GR ETF
$413.0M
MKTXMARKETAXESS HLDGS INC COM
$283.0M
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