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
SSNCSS&C TECHNOLOGIES HLDGS INC CO
$12.0M
JBHTHUNT J B TRANS SVCS INC COM
$9.1M
FBINFORTUNE BRANDS HOME & SEC INC
$9.0M
CHDCHURCH & DWIGHT CO INC COM
$7.6M
FRPTFRESHPET INC COM
$7.5M
MSFTMICROSOFT CORP COM
$6.1M
GOOGLALPHABET INC CAP STK CL A
$5.9M
TWLOTWILIO INC CL A
$5.8M
DHRDANAHER CORPORATION COM
$5.7M
TMOTHERMO FISHER SCIENTIFIC INC C
$5.6M
LOWLOWES COS INC COM
$5.4M
COSTCOSTCO WHSL CORP NEW COM
$5.1M
PAYCPAYCOM SOFTWARE INC COM
$5.0M
MRVLMARVELL TECHNOLOGY INC COM
$5.0M
ADBEADOBE SYSTEMS INCORPORATED COM
$4.8M
EWEDWARDS LIFESCIENCES CORP COM
$4.7M
IWPISHARES TR RUS MD CP GR ETF
$4.7M
SSNCSS&C TECHNOLOGIES HLDGS INC CO
$4.6M
TJXTJX COS INC NEW COM
$3.8M
VVISA INC COM CL A
$3.6M
CRMSALESFORCE COM INC COM
$3.5M
FBINFORTUNE BRANDS HOME & SEC INC
$3.4M
VBKVANGUARD INDEX FDS SML CP GRW
$3.2M
ECLECOLAB INC COM
$2.8M
WMTWALMART INC COM
$2.5M
DISDISNEY WALT CO COM DISNEY
$2.5M
ATVIEURACTIVISION BLIZZARD INC COM
$1.7M
MPWRMONOLITHIC PWR SYS INC COM
$1.6M
VFCV F CORP COM
$1.3M
JJSFJ & J SNACK FOODS CORP COM
$897K
MKTXMARKETAXESS HLDGS INC COM
$776K
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