GENEVA CAPITAL MANAGEMENT LLC Q3 2022 Filing
Filed November 2, 2022
Portfolio Value
$4.3T
Holdings
128
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (128 positions)
| Stock | Value |
|---|---|
CGNXCOGNEX CORP | $5.9B |
SSNCSS&C TECHNOLOGIES HOLDINGS INC | $5.0B |
PAYCPAYCOM SOFTWARE INC | $5.0B |
DHRDANAHER CORPORATION | $4.5B |
FBINFORTUNE BRANDS HOME & SEC INC | $4.4B |
COSTCOSTCO WHOLESALE CORP | $4.3B |
TMOTHERMO FISHER SCIENTIFIC INC | $4.3B |
LOWLOWES COS INC | $4.0B |
CRLCHARLES RIVER LABORATORIES INT | $3.9B |
MSFTMICROSOFT CORP | $3.9B |
IWPISHARES RUSSELL MID-CAP GROWTH | $3.8B |
FRPTFRESHPET INC | $3.8B |
—ALPHABET INC CAP STOCK CL A | $3.6B |
CHDCHURCH & DWIGHT CO INC | $3.3B |
TJXTJX COS INC | $3.1B |
IWOISHARES TR RUS 2000 GRW ETF | $3.1B |
CRNCCERENCE INC | $3.1B |
EWEDWARDS LIFESCIENCES CORP | $3.0B |
VVISA INC CL A | $2.9B |
MCHPMICROCHIP TECHNOLOGY INC | $2.8B |
TWLOTWILIO INC CL A | $2.6B |
MRVLMARVELL TECHNOLOGY INC | $2.4B |
—ADOBE SYSTEMS INCORPORATED | $2.3B |
WMTWAL-MART INC | $2.3B |
CRMSALESFORCE INC | $2.0B |
ECLECOLAB INC | $1.7B |
DISDISNEY WALT CO | $1.5B |
SSNCSS&C TECHNOLOGIES HOLDINGS INC | $1.4B |
MSIMOTOROLA SOLUTIONS INC NEW | $1.4B |
FBINFORTUNE BRANDS HOME & SEC INC | $1.3B |
MKTXMARKETAXESS HOLDINGS INC | $1.0B |
—ACTIVISION BLIZZARD INC | $949.0M |
JJSFJ & J SNACK FOODS CORP | $675.0M |
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