GENEVA CAPITAL MANAGEMENT LLC Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$5.8B
Holdings
121
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (121 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | GNRCGenerac Holdings Inc. | 20,414 | $3.4B | 58.61% | |
| 102 | MSFTMicrosoft Corp. | 6,409 | $3.3B | 56.93% | |
| 103 | TJXThe TJX Companies Inc. | 22,609 | $3.3B | 56.05% | |
| 104 | CGNXCognex Corp | 65,612 | $3.0B | 50.97% | |
| 105 | COSTCostco Wholesale Corporation | 3,029 | $2.8B | 48.09% | |
| 106 | GOOGLAlphabet Inc. | 11,114 | $2.7B | 46.34% | |
| 107 | MRVLMarvell Technology Inc | 31,483 | $2.6B | 45.39% | |
| 108 | VVisa Inc | 7,373 | $2.5B | 43.17% | |
| 109 | WMTWalmart Inc | 23,876 | $2.5B | 42.20% | |
| 110 | TMOThermo Fisher Scientific Inc | 4,982 | $2.4B | 41.44% | |
| 111 | IWPISHARES TR | 14,459 | $2.1B | 35.31% | |
| 112 | MSIMotorola Solutions Inc | 4,414 | $2.0B | 34.62% | |
| 113 | CRLCharles River Laboratories International, Inc. | 12,697 | $2.0B | 34.07% | |
| 114 | LOWLowes Companies, Inc. | 7,892 | $2.0B | 34.02% | |
| 115 | ECLEcolab Inc. | 6,689 | $1.8B | 31.42% | |
| 116 | ISRGIntuitive Surgical Inc. | 3,964 | $1.8B | 30.40% | |
| 117 | DHRDanaher Corporation | 8,856 | $1.8B | 30.11% | |
| 118 | SPGIS&P Global Inc | 3,331 | $1.6B | 27.80% | |
| 119 | VLTOVeralto Corp. | 11,092 | $1.2B | 20.28% | |
| 120 | CRMSalesforce Inc. | 4,815 | $1.1B | 19.57% | |
| 121 | EWEdwards Lifesciences Corporation | 13,951 | $1.1B | 18.61% |
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