GENEVA CAPITAL MANAGEMENT LLC Q4 2024 Filing

Filed February 6, 2025

Portfolio Value

$5.8B

Holdings

131

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (131 positions)

StockValue
ROADConstruction Partners Inc.
$217.5M
EXLSExlService Holdings Inc.
$205.8M
AAONAaon Inc
$197.5M
KNSLKinsale Capital Group Inc
$187.4M
RBCRBC Bearings Inc
$174.6M
ONTOOnto Innovation Inc.
$168.5M
DSGDescartes Systems Group Inc.
$165.8M
TXRHTexas Roadhouse Inc
$163.9M
GMEDGlobus Med Inc
$150.2M
EXPOExponent Inc
$139.9M
BCPCBalchem Corp
$133.6M
1GSNNovanta Inc
$130.3M
TYLTyler Technologies Inc.
$125.7M
OLLIOllies Bargain Outlet Holdings Inc.
$114.0M
ESEESCO Technologies Inc.
$111.3M
TREXTrex Company, Inc.
$109.9M
CWSTCasella Waste Systems, Inc.
$108.5M
SPSCSPS Commerce Inc
$107.0M
HQYHealthequity Inc
$100.6M
SITESiteone Landscape Supply Inc
$93.9M
AGYSAgilysys Inc
$87.7M
BLKBBlackbaud Inc
$85.6M
JJSFJ&J Snack Foods Corp
$80.7M
LMATLemaitre Vascular Inc.
$79.8M
ALRMAlarm.com Holdings Inc.
$78.9M
TECHBio-Techne Corp
$78.5M
VERXVertex Inc
$76.7M
SPXCSPX Technologies, Inc.
$65.1M
PLUSEplus Inc
$64.5M
BFAMBright Horizons Family Solutions Inc Del
$62.7M
VCELVericel Corporation
$60.4M
AXONAxon Enterprise Inc
$59.2M
CERTCertara Inc
$58.1M
DORMDorman Products Inc.
$55.8M
BLBlackline Inc
$53.3M
CPRTCopart Inc
$51.9M
WDFCWD-40 Co.
$50.7M
DVDoubleVerify Holdings Inc
$49.4M
DGIIDigi International Inc.
$49.4M
MRTNMarten Transport Ltd.
$49.0M
BB4Axos Financial Inc
$48.9M
DCIDonaldson Co Inc
$47.0M
APHAmphenol Corporation
$44.5M
VVVValvoline Inc
$44.2M
FSVFirstService Corp.
$43.1M
ORLYO'Reilly Automotive Inc.
$42.6M
IIIVI3 Verticals INC
$41.1M
FISVFiserv Inc.
$39.3M
HLNEHamilton Lane Inc
$38.0M
KEYSKeysight Technologies, Inc.
$36.4M
PLMRPalomar Holdings Inc
$35.5M
ITGartner Inc.
$35.2M
CBZCBIZ Inc.
$34.6M
BURLBurlington Stores Inc.
$33.2M
ROLRollins Inc
$33.2M
VRSKVerisk Analytics, Inc.
$31.2M
RYANRyan Specialty Holdings Inc
$30.8M
NVEEUSDNV5 Global Inc.
$30.5M
HEIHeico Corp
$30.1M
WSOWatsco Inc
$29.9M
POOLPool Corporation
$29.0M
CHDChurch & Dwight Co Inc.
$28.9M
CSGPCostar Group Inc
$28.0M
CDNSCadence Design Systems, Inc.
$25.3M
MLABMesa Laboratories Inc.
$24.9M
WMSAdvanced Drainage System Inc
$24.7M
AZTAAzenta Inc
$24.4M
NEOGNeogen Corp
$24.3M
GOGrocery Outlet Holding Corp.
$24.1M
WSCWillScot Holdings Corporation
$23.2M
IEXIdex Corporation
$22.9M
ROPRoper Technologies Inc
$22.4M
INTUIntuit Inc
$22.2M
BLFSBiolife Solutions Inc.
$22.1M
BRBroadridge Financial Solutions Inc.
$21.8M
STESteris PLC
$21.8M
MPWRMonolithic Power Systems Inc.
$21.5M
HUBSHubspot Inc
$21.5M
ICEIntercontinental Exchange Inc
$21.3M
RGENRepligen Corporation
$19.5M
UFPTUFP Technologies Inc.
$19.4M
IDXXIDEXX Laboratories Inc.
$17.9M
OPCHOption Care Health Inc
$17.2M
STAAStaar Surgical Co
$16.1M
FOXFFox Factory Holding Corporation
$15.7M
EPAMEPAM Systems Inc.
$15.5M
RJFRaymond James Financial Inc.
$15.0M
ODFLOld Dominion Freight Line Inc.
$14.9M
IWOISHARES TR
$14.6M
VMCVulcan Materials Company
$13.5M
BUSDBarnes Group Inc.
$12.6M
FICOFair Isaac Corporation
$11.8M
FRPTFreshpet Inc
$11.1M
ULTAUlta Beauty Inc
$10.8M
AKXAnsys Inc
$10.0M
GPNGlobal Payments Inc
$9.9M
COOThe Cooper Companies, Inc.
$9.6M
DC4DexCom Inc
$8.8M
TRMBTrimble Inc
$7.4M
LULULululemon Athletica Inc.
$6.4M
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