GENEVA CAPITAL MANAGEMENT LLC Q4 2021 Filing

Filed February 2, 2022

Portfolio Value

$6.2B

Holdings

126

Report Date

Q4 2021

Filing Type

13F-HR

All Holdings (126 positions)

StockValue
FOXFFOX FACTORY HLDG CORP COM
$187.9M
TREXTREX CO INC COM
$159.4M
KNSLKINSALE CAP GROUP INC COM
$156.7M
OMCLOMNICELL COM COM
$153.3M
EXPOEXPONENT INC COM
$145.3M
TECHBIO-TECHNE CORP COM
$133.7M
3M4MASIMO CORP COM
$125.4M
VCRAUSDVOCERA COMMUNICATIONS INC COM
$122.2M
ONTOONTO INNOVATION INC COM
$121.4M
SITESITEONE LANDSCAPE SUPPLY INC C
$120.0M
BLBLACKLINE INC COM
$115.2M
FICOFAIR ISAAC CORP COM
$112.0M
EXLSEXLSERVICE HOLDINGS INC COM
$110.2M
BCPCBALCHEM CORP COM
$109.8M
DSGDESCARTES SYS GROUP INC COM
$106.4M
ALRMALARM COM HLDGS INC COM
$106.4M
TYLTYLER TECHNOLOGIES INC COM
$105.0M
RBCRBC BEARINGS INC COM
$99.4M
1GSNNOVANTA INC COM
$94.3M
GMEDGLOBUS MED INC CL A
$88.2M
ENVUSDENVESTNET INC COM
$83.5M
LHCGUSDLHC GROUP INC COM
$78.6M
INTUINTUIT COM
$78.5M
RG6ROGERS CORP COM
$77.5M
AAONAAON INC COM
$77.0M
AZTAAZENTA INC COM
$75.5M
ESEESCO TECHNOLOGIES INC COM
$75.1M
BFAMBRIGHT HORIZONS FAM SOL IN DEL
$72.8M
NEOGNEOGEN CORP COM
$72.5M
PRFTUSDPERFICIENT INC COM
$70.9M
TXRHTEXAS ROADHOUSE INC COM
$70.2M
EPAMEPAM SYS INC COM
$69.9M
STAASTAAR SURGICAL CO
$68.6M
POOLPOOL CORP COM
$68.3M
ROADCONSTRUCTION PARTNERS INC COM
$67.3M
ALGTALLEGIANT TRAVEL CO COM
$66.8M
PLUSEPLUS INC COM
$63.4M
KEYSKEYSIGHT TECHNOLOGIES INC COM
$60.7M
QTWOQ2 HLDGS INC COM
$59.7M
CPRTCOPART INC COM
$57.9M
BOTTOMLINE TECH DEL INC COM
$57.6M
DORMDORMAN PRODS INC COM
$57.2M
BLFSBIOLIFE SOLUTIONS INC COM NEW
$55.5M
MRTNMARTEN TRANS LTD COM
$55.3M
BLKBBLACKBAUD INC COM
$54.4M
WMSADVANCED DRAIN SYS INC DEL COM
$53.8M
BB4AXOS FINANCIAL INC COM
$52.6M
CRNCCERENCE INC COM
$51.8M
ORLYOREILLY AUTOMOTIVE INC COM
$50.9M
IDXXIDEXX LABS INC COM
$50.4M
APHAMPHENOL CORP NEW CL A
$49.8M
EVOP1EUREVO PMTS INC CL A COM
$48.2M
LF2PACIFIC PREMIER BANCORP COM
$46.4M
SMTCSEMTECH CORP COM
$45.0M
AKXANSYS INC COM
$44.7M
OLLIOLLIES BARGAIN OUTLT HLDGS INC
$44.3M
HUBSHUBSPOT INC COM
$44.2M
LMATLEMAITRE VASCULAR INC COM
$44.0M
WDFCWD 40 CO COM
$42.9M
TQJSIGNATURE BK NEW YORK N Y COM
$42.6M
BURLBURLINGTON STORES INC COM
$42.6M
AQUAUSDEVOQUA WATER TECHNOLOGIES CORP
$42.2M
DCIDONALDSON INC COM
$42.0M
CSGPCOSTAR GROUP INC COM
$41.4M
JJSFJ & J SNACK FOODS CORP COM
$40.4M
IIIVI3 VERTICALS INC CL A
$39.7M
ITGARTNER INC COM
$39.5M
AXONAXON ENTERPRISE INC COM
$39.3M
IEXIDEX CORP COM
$39.2M
STESTERIS PLC SHS USD
$36.5M
CTLTEURCATALENT INC COM
$36.5M
HQYHEALTHEQUITY INC COM
$36.3M
ICEINTERCONTINENTAL EXCHANGE INC
$34.5M
GNRCGENERAC HLDGS INC COM
$34.4M
VRSKVERISK ANALYTICS INC COM
$33.5M
ABMDEURABIOMED INC COM
$33.3M
RGENREPLIGEN CORP COM
$33.1M
FISVFISERV INC COM
$32.0M
BRBROADRIDGE FINL SOLUTIONS INC
$31.0M
ROPROPER TECHNOLOGIES INC COM
$30.8M
BUSDBARNES GROUP INC COM
$29.8M
RJFRAYMOND JAMES FINL INC COM
$29.3M
AFWALIGN TECHNOLOGY INC COM
$28.2M
PETQEURPETIQ INC COM CL A
$27.9M
ULTAULTA BEAUTY INC COM
$26.4M
TCMDTACTILE SYS TECHNOLOGY INC COM
$25.3M
GPNGLOBAL PMTS INC COM
$24.9M
WSOWATSCO INC COM
$24.2M
JJSFJ & J SNACK FOODS CORP COM
$24.1M
CHDCHURCH & DWIGHT CO INC COM
$22.9M
TRMBTRIMBLE INC COM
$22.5M
LULULULULEMON ATHLETICA INC COM
$21.9M
HEIHEICO CORP NEW CL A
$21.4M
PLMRPALOMAR HLDGS INC COM
$21.3M
TFXTELEFLEX INCORPORATED COM
$17.6M
MCHPMICROCHIP TECHNOLOGY INC. COM
$17.2M
IWOISHARES TR RUS 2000 GRW ETF
$15.6M
COOCOOPER COS INC COM NEW
$13.6M
ETSYETSY INC COM
$13.6M
CGNXCOGNEX CORP COM
$12.7M
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