GENEVA CAPITAL MANAGEMENT LLC Q1 2025 Filing

Filed May 9, 2025

Portfolio Value

$5.4B

Holdings

125

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (125 positions)

StockValue
EXLSExlService Holdings Inc.
$219.8B
KNSLKinsale Capital Group Inc
$197.3B
RBCRBC Bearings Inc
$189.7B
ROADConstruction Partners Inc.
$176.7B
TXRHTexas Roadhouse Inc
$151.0B
AAONAaon Inc
$148.3B
DSGDescartes Systems Group Inc.
$148.0B
EXPOExponent Inc
$141.5B
BCPCBalchem Corp
$137.9B
GMEDGlobus Med Inc
$134.2B
ESEESCO Technologies Inc.
$132.7B
TYLTyler Technologies Inc.
$127.6B
ONTOOnto Innovation Inc.
$123.2B
OLLIOllies Bargain Outlet Holdings Inc.
$122.1B
1GSNNovanta Inc
$119.4B
CWSTCasella Waste Systems, Inc.
$114.2B
TREXTrex Company, Inc.
$93.0B
HQYHealthequity Inc
$92.2B
SITESiteone Landscape Supply Inc
$86.1B
SPSCSPS Commerce Inc
$76.4B
ALRMAlarm.com Holdings Inc.
$72.9B
LMATLemaitre Vascular Inc.
$72.5B
BFAMBright Horizons Family Solutions Inc Del
$71.9B
VERXVertex Inc
$71.5B
BLKBBlackbaud Inc
$71.1B
JJSFJ&J Snack Foods Corp
$68.5B
TECHBio-Techne Corp
$64.4B
VCELVericel Corporation
$60.9B
WDFCWD-40 Co.
$60.6B
FSVFirstService Corp.
$60.1B
SPXCSPX Technologies, Inc.
$57.5B
CERTCertara Inc
$56.1B
AGYSAgilysys Inc
$55.5B
PLUSEplus Inc
$53.2B
CPRTCopart Inc
$52.1B
DORMDorman Products Inc.
$51.9B
AXONAxon Enterprise Inc
$50.3B
DCIDonaldson Co Inc
$46.6B
DGIIDigi International Inc.
$45.5B
BB4Axos Financial Inc
$45.0B
ORLYO'Reilly Automotive Inc.
$44.8B
ROLRollins Inc
$44.2B
IIIVI3 Verticals INC
$44.1B
VVVValvoline Inc
$43.6B
MRTNMarten Transport Ltd.
$43.3B
BLBlackline Inc
$42.4B
FISVFiserv Inc.
$41.2B
APHAmphenol Corporation
$41.0B
HLNEHamilton Lane Inc
$38.2B
KEYSKeysight Technologies, Inc.
$37.9B
RYANRyan Specialty Holdings Inc
$36.6B
HEIHeico Corp
$34.2B
PLMRPalomar Holdings Inc
$33.7B
WSOWatsco Inc
$33.6B
NVEEUSDNV5 Global Inc.
$33.2B
VRSKVerisk Analytics, Inc.
$32.9B
CBZCBIZ Inc.
$32.2B
CSGPCostar Group Inc
$31.9B
CHDChurch & Dwight Co Inc.
$31.4B
ITGartner Inc.
$29.8B
BURLBurlington Stores Inc.
$28.5B
POOLPool Corporation
$27.8B
OPCHOption Care Health Inc
$27.3B
ROPRoper Technologies Inc
$24.9B
CDNSCadence Design Systems, Inc.
$24.5B
ICEIntercontinental Exchange Inc
$24.1B
WMSAdvanced Drainage System Inc
$24.0B
STESteris PLC
$23.5B
BRBroadridge Financial Solutions Inc.
$22.9B
MLABMesa Laboratories Inc.
$22.5B
MPWRMonolithic Power Systems Inc.
$22.3B
INTUIntuit Inc
$21.2B
HUBSHubspot Inc
$19.8B
WSCWillScot Holdings Corporation
$19.5B
BLFSBiolife Solutions Inc.
$19.5B
RGENRepligen Corporation
$18.3B
IEXIdex Corporation
$18.2B
IDXXIDEXX Laboratories Inc.
$17.9B
NEOGNeogen Corp
$17.4B
AZTAAzenta Inc
$16.7B
UFPTUFP Technologies Inc.
$16.0B
EPAMEPAM Systems Inc.
$15.0B
ODFLOld Dominion Freight Line Inc.
$13.6B
FICOFair Isaac Corporation
$13.5B
RJFRaymond James Financial Inc.
$13.1B
FOXFFox Factory Holding Corporation
$12.6B
DVDoubleVerify Holdings Inc
$12.3B
VMCVulcan Materials Company
$12.0B
IWOISHARES TR
$10.9B
ULTAUlta Beauty Inc
$8.6B
COOThe Cooper Companies, Inc.
$8.6B
DC4DexCom Inc
$8.1B
DDOGDatadog Inc
$7.7B
SSNCSS&C Technologies Holdings Inc.
$6.8B
TRMBTrimble Inc
$6.7B
FRPTFreshpet Inc
$5.9B
GPNGlobal Payments Inc
$5.2B
BSYBentley Systems Incorporated
$4.9B
AFWAlign Technology Inc.
$4.7B
LULULululemon Athletica Inc.
$4.7B
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