GENEVA CAPITAL MANAGEMENT LLC Q4 2023 Filing
Filed February 7, 2024
Portfolio Value
$5.3B
Holdings
127
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (127 positions)
| Stock | Value |
|---|---|
ONTOONTO INNOVATION INC | $175.2M |
RBCRBC BEARINGS INC | $166.9M |
KNSLKINSALE CAP GROUP INC | $140.5M |
EXPOEXPONENT INC | $137.2M |
ROADCONSTRUCTION PARTNERS INC CL A | $136.7M |
NOVTNOVANTA INC | $131.6M |
EXLSEXLSERVICE HOLDINGS INC | $130.2M |
AAONAAON INC | $125.8M |
PLUSEPLUS INC | $123.6M |
DSGDESCARTES SYSTEMS GROUP INC | $123.4M |
FICOFAIR ISAAC CORP | $117.9M |
TXRHTEXAS ROADHOUSE INC | $115.9M |
BCPCBALCHEM CORP | $114.1M |
UTXTREX CO INC | $112.2M |
ESEESCO TECHNOLOGIES INC | $102.1M |
TYLTYLER TECHNOLOGIES INC | $95.4M |
—BLACKBAUD INC | $92.0M |
SITESITEONE LANDSCAPE SUPPLY INC | $91.0M |
SPSCSPS COMMERCE INC | $88.3M |
ALRMALARM HOLDINGS INC | $84.7M |
TECHBIO-TECHNE CORP | $83.3M |
CWSTCASELLA WASTE SYSTEMS INC CL A | $83.1M |
OLLIOLLIES BARGAIN OUTLET HOLDINGS | $78.7M |
FOXFFOX FACTORY HOLDING CORP | $75.9M |
GMEDGLOBUS MED INC CL A | $75.8M |
DVDOUBLEVERIFY HOLDINGS INC | $69.7M |
MRTNMARTEN TRANSPORT LTD | $69.6M |
CERTCERTARA INC | $67.3M |
—PERFICIENT INC | $62.7M |
BLBLACKLINE INC | $57.8M |
HQYHEALTHEQUITY INC | $57.7M |
JJSFJ & J SNACK FOODS CORP | $56.6M |
BFAMBRIGHT HORIZONS FAM SOL IN DEL | $55.5M |
AGYSAGILYSYS INC | $52.6M |
—ENVESTNET INC | $52.2M |
AXONAXON ENTERPRISE INC | $52.1M |
WDFCWD 40 CO | $51.9M |
CPRTCOPART INC | $51.7M |
LMATLEMAITRE VASCULAR INC | $51.4M |
—NV5 GLOBAL INC | $49.4M |
DORMDORMAN PRODS INC | $49.0M |
DCIDONALDSON INC | $47.6M |
SPXCSPX TECHNOLOGIES INC | $47.1M |
ORLYOREILLY AUTOMOTIVE INC | $45.6M |
INTUINTUIT | $45.3M |
NEOGNEOGEN CORP | $43.0M |
APHAMPHENOL CORP CL A | $41.3M |
CSGPCOSTAR GROUP INC | $40.1M |
IIIVI3 VERTICALS INC CL A | $40.0M |
AXAXOS FINANCIAL INC | $39.8M |
ITGARTNER INC | $38.4M |
GOGROCERY OUTLET HOLDING CORP | $37.0M |
DGIIDIGI INTERNATIONAL INC | $36.3M |
OMCLOMNICELL | $35.3M |
POOLPOOL CORP | $34.9M |
VRSKVERISK ANALYTICS INC | $34.6M |
KEYSKEYSIGHT TECHNOLOGIES INC | $33.6M |
AZTAAZENTA INC | $33.3M |
—ANSYS INC | $33.2M |
FISVFISERV INC | $33.0M |
—IDEXX LABORATORIES INC | $31.0M |
JJSFJ & J SNACK FOODS CORP | $30.7M |
ROPROPER TECHNOLOGIES INC | $30.1M |
STESTERIS PLC USD | $29.9M |
STAASTAAR SURGICAL CO | $28.7M |
WMSADVANCED DRAIN SYSTEMS INC | $27.1M |
WSOWATSCO INC | $26.6M |
—IDEX CORP | $26.4M |
HEIHEICO CORP CL A | $26.1M |
BRBROADRIDGE FINANCIAL SOLUTIONS | $25.4M |
—ULTA BEAUTY INC | $24.9M |
LULULULULEMON ATHLETICA INC | $23.6M |
—INTERCONTINENTAL EXCHANGE INC | $23.5M |
BURLBURLINGTON STORES INC | $22.2M |
CHDCHURCH & DWIGHT CO INC | $21.7M |
RGENREPLIGEN CORP | $21.6M |
CDNSCADENCE DESIGN SYSTEM INC | $21.4M |
BUSDBARNES GROUP INC | $21.0M |
ALGTALLEGIANT TRAVEL CO | $20.6M |
—EPAM SYSTEMS INC | $20.0M |
—MESA LABORATORIES INC | $19.9M |
PLMRPALOMAR HOLDINGS INC | $19.4M |
HUBSHUBSPOT INC | $19.1M |
RYANRYAN SPECIALTY HOLDINGS INC CL | $18.3M |
—GLOBAL PAYMENTS INC | $17.9M |
VCELVERICEL CORP | $16.8M |
IWOISHARES TR RUS 2000 GRW ETF | $15.7M |
MPWRMONOLITHIC POWER SYSTEMS INC | $15.1M |
RJFRAYMOND JAMES FINANCIAL INC | $14.3M |
BLFSBIOLIFE SOLUTIONS INC NEW | $14.2M |
UFPTUFP TECHNOLOGIES INC | $14.2M |
ROLROLLINS INC | $13.6M |
COOCOOPER COS INC NEW | $10.6M |
ODFLOLD DOMINION FREIGHT LINE INC | $10.6M |
VMCVULCAN MATERIALS CO | $10.3M |
TRMBTRIMBLE INC | $7.1M |
—SHOCKWAVE MED INC | $6.9M |
FBINFORTUNE BRANDS INNOVATIONS INC | $6.5M |
AFWALIGN TECHNOLOGY INC | $5.7M |
ETSYETSY INC | $5.5M |
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