Fund HoldingsGENEVA CAPITAL MANAGEMENT LLC

Total Portfolio Value
$5.35B
Total Bought
$444.16M
Total Sold
$352.55M
Net Transaction
+$91.61M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ESCO Technologies Inc.(ESE)835,676833,786-1,890111,320132,6722.48%+21,352
FirstService Corp.237,908362,293+124,38543,06660,1231.12%+17,056
RBC Bearings Inc(RBC)583,665589,418+5,753174,598189,6573.54%+15,059
ExlService Holdings Inc.(EXLS)4,636,9184,655,565+18,647205,786219,7894.11%+14,003
Rollins Inc(ROL)716,277817,692+101,41533,19944,1800.83%+10,980
Option Care Health Inc(OPCH)0781,625+781,625027,3180.51%+27,318
Kinsale Capital Group Inc(KNSL)402,914405,363+2,449187,408197,2943.69%+9,887
WD-40 Co.(WDFC)209,060248,197+39,13750,73560,5601.13%+9,825
Bright Horizons Family Solutions Inc Del(BFAM)0566,292+566,292071,9421.34%+71,942
Ollies Bargain Outlet Holdings Inc.(OLLI)1,038,5461,049,459+10,913113,960122,1152.28%+8,155
Datadog Inc(DDOG)077,111+77,11107,6500.14%+7,650
Ryan Specialty Holdings Inc(RYAN)480,145495,970+15,82530,80636,6370.68%+5,831
Casella Waste Systems, Inc.(CWST)1,025,5311,024,155-1,376108,511114,2042.13%+5,692
Balchem Corp819,746830,813+11,067133,615137,9152.58%+4,301
Heico Corp161,804161,932+12830,10834,1630.64%+4,054
Costar Group Inc(CSGP)390,671403,205+12,53427,96831,9460.60%+3,978
Watsco Inc(WSO)63,05966,056+2,99729,88333,5770.63%+3,693
I3 Verticals INC1,785,1601,786,370+1,21041,13044,0700.82%+2,940
Intercontinental Exchange Inc(ICE)0139,733+139,733024,1040.45%+24,104
NV5 Global Inc.01,723,679+1,723,679033,2150.62%+33,215
Roper Technologies Inc(ROP)042,201+42,201024,8810.46%+24,881
Church & Dwight Co Inc.(CHD)276,472284,888+8,41628,94931,3630.59%+2,414
O'Reilly Automotive Inc.(ORLY)35,96231,273-4,68942,64344,8010.84%+2,158
Fiserv Inc.(FISV)191,185186,690-4,49539,27341,2270.77%+1,954
Tyler Technologies Inc.(TYL)0219,473+219,4730127,5992.38%+127,599
Steris PLC(STE)0103,825+103,825023,5320.44%+23,532
Verisk Analytics, Inc.(VRSK)113,228110,459-2,76931,18632,8750.61%+1,688
Exponent Inc(EXPO)01,745,828+1,745,8280141,5172.64%+141,517
Fair Isaac Corporation(FICO)07,315+7,315013,4910.25%+13,491
Keysight Technologies, Inc.(KEYS)226,446253,387+26,94136,37437,9500.71%+1,576
Broadridge Financial Solutions Inc.(BR)96,60494,275-2,32921,84122,8580.43%+1,017
Monolithic Power Systems Inc.(MPWR)36,33938,388+2,04921,50222,2640.42%+762
Vericel Corporation(VCEL)1,099,7881,365,744+265,95660,38960,9391.14%+550
MarketAxess Holdings Inc.(MKTX)15,49618,687+3,1913,5034,0430.08%+540
SS&C Technologies Holdings Inc.(SSNC)84,10981,823-2,2866,3746,8350.13%+461
Hamilton Lane Inc(HLNE)0257,257+257,257038,2460.71%+38,246
Visa Inc(V)8,0467,906-1402,5432,7710.05%+228
Copart Inc(CPRT)905,065921,274+16,20951,94252,1350.97%+193
Intuitive Surgical Inc.3,6984,251+5531,9302,1050.04%+175
Ecolab Inc.(ECL)7,3067,176-1301,7121,8190.03%+107
Costco Wholesale Corporation(COST)3,3043,248-563,0273,0720.06%+45
S&P Global Inc(SPGI)2,9352,884-511,4621,4650.03%+4
IDEXX Laboratories Inc.(IDXX)042,594+42,594017,8870.33%+17,887
The TJX Companies Inc.(TJX)24,67624,247-4292,9812,9530.06%-28
Edwards Lifesciences Corporation15,23014,962-2681,1271,0840.02%-43
Veralto Corp.(VLTO)12,11111,896-2151,2341,1590.02%-74
Walmart Inc(WMT)26,06525,601-4642,3552,2480.04%-107
Adobe Inc(ADBE)1,7481,717-317776590.01%-119
Motorola Solutions Inc(MSI)4,0023,934-681,8501,7220.03%-127
Thermo Fisher Scientific Inc(TMO)4,6164,537-792,4012,2580.04%-144
iShare Trust1,5950-1,5952160-216
Danaher Corporation(DHR)9,6679,497-1702,2191,9470.04%-272
Salesforce Inc.(CRM)5,2555,164-911,7571,3860.03%-371
Donaldson Co Inc(DCI)0695,605+695,605046,6470.87%+46,647
Microsoft Corp.(MSFT)7,4127,279-1333,1242,7320.05%-392
Charles River Laboratories International, Inc.(CRL)12,79012,797+72,3611,9260.04%-435
iShare Trust4,9680-4,9684520-452
Alphabet Inc.(GOOG)12,13211,920-2122,2971,8430.03%-453
Cognex Corp(CGNX)67,29365,124-2,1692,4131,9430.04%-470
ISHARES TR21,84319,376-2,4672,7692,2770.04%-492
EPAM Systems Inc.(EPAM)66,32588,612+22,28715,50814,9610.28%-547
Valvoline Inc(VVV)1,220,4531,252,659+32,20644,15643,6050.81%-551
Lowes Companies, Inc.(LOW)10,2858,462-1,8232,5381,9740.04%-565
Fortune Brands Innovations Inc(FBIN)66,70065,079-1,6214,5583,9620.07%-596
Generac Holdings Inc.(GNRC)20,94520,586-3593,2482,6070.05%-640
Advanced Drainage System Inc(WMS)0221,002+221,002024,0120.45%+24,012
Trimble Inc(TRMB)104,945102,365-2,5807,4156,7200.13%-695
DexCom Inc(DXCM)112,977118,072+5,0958,7868,0630.15%-723
Microchip Technology Incorporated(MCHP)22,62611,108-11,5181,2985380.01%-760
Cadence Design Systems, Inc.(CDNS)84,36796,277+11,91025,34924,4860.46%-863
Intuit Inc(INTU)35,33534,533-80222,20821,2030.40%-1,005
The Cooper Companies, Inc.(COO)104,427101,488-2,9399,6008,5610.16%-1,039
Bentley Systems Incorporated(BSY)127,493124,660-2,8335,9544,9040.09%-1,050
Pool Corporation(POOL)087,293+87,293027,7900.52%+27,790
Repligen Corporation(RGEN)135,585143,543+7,95819,51618,2640.34%-1,252
Old Dominion Freight Line Inc.(ODFL)081,947+81,947013,5580.25%+13,558
Vanguard Index Funds5,1570-5,1571,4440-1,444
Vulcan Materials Company(VMC)52,49651,273-1,22313,50411,9620.22%-1,541
Marvell Technology Inc(MRVL)30,90530,359-5463,4131,8690.03%-1,544
Align Technology Inc.30,58829,556-1,0326,3784,6950.09%-1,683
Hubspot Inc(HUBS)30,84934,611+3,76221,49419,7730.37%-1,722
Palomar Holdings Inc(PLMR)336,381246,177-90,20435,51933,7460.63%-1,773
Lululemon Athletica Inc.(LULU)16,85916,468-3916,4474,6610.09%-1,786
Raymond James Financial Inc.(RJF)96,81994,501-2,31815,03913,1270.25%-1,912
Certara Inc(CERT)05,671,689+5,671,689056,1501.05%+56,150
Ulta Beauty Inc(ULTA)24,82023,426-1,39410,7958,5870.16%-2,208
CBIZ Inc.(CBZ)423,407425,004+1,59734,64732,2410.60%-2,407
Mesa Laboratories Inc.189,013189,312+29924,92522,4640.42%-2,461
Biolife Solutions Inc.(BLFS)852,741852,127-61422,13719,4630.36%-2,675
Fox Factory Holding Corporation0538,644+538,644012,5720.23%+12,572
UFP Technologies Inc.(UFPT)079,266+79,266015,9890.30%+15,989
Amphenol Corporation640,828625,511-15,31744,50641,0270.77%-3,478
ISHARES TR50,79042,701-8,08914,61910,9110.20%-3,707
WillScot Holdings Corporation(WSC)693,399700,923+7,52423,19419,4860.36%-3,709
Dorman Products Inc.(DORM)430,771430,729-4255,80651,9200.97%-3,886
Axos Financial Inc(AX)699,900697,248-2,65248,88844,9860.84%-3,902
Digi International Inc.(DGII)1,635,1501,634,661-48949,43145,4930.85%-3,938
Burlington Stores Inc.(BURL)116,582119,722+3,14033,23328,5330.53%-4,700
Idex Corporation(IEX)109,635100,723-8,91222,94618,2280.34%-4,718
Global Payments Inc(GPN)053,318+53,31805,2210.10%+5,221
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