Fund HoldingsGENEVA CAPITAL MANAGEMENT LLC

Total Portfolio Value
$5.49B
Total Bought
$5.48B
Total Sold
$5.68B
Net Transaction
-$195.31M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
Onto Innovation Inc.(ONTO)0916,013+916,0130201,1203.66%+201,120
Construction Partners Inc.(ROAD)03,325,883+3,325,8830183,6223.34%+183,622
Texas Roadhouse Inc(TXRH)0918,821+918,8210157,7712.87%+157,771
RBC Bearings Inc(RBC)0582,638+582,6380157,1842.86%+157,184
Kinsale Capital Group Inc(KNSL)0402,624+402,6240155,1232.82%+155,123
Exponent Inc(EXPO)01,563,465+1,563,4650148,7172.71%+148,717
Aaon Inc01,673,823+1,673,8230146,0242.66%+146,024
ExlService Holdings Inc.(EXLS)04,606,822+4,606,8220144,4702.63%+144,470
Descartes Systems Group Inc.(DSGX)01,457,657+1,457,6570141,1592.57%+141,159
Novanta Inc(NOVT)0771,472+771,4720125,8352.29%+125,835
Balchem Corp0767,119+767,1190118,0982.15%+118,098
Trex Company, Inc.(TREX)01,585,917+1,585,9170117,5482.14%+117,548
Tyler Technologies Inc.(TYL)0224,206+224,2060112,7262.05%+112,726
Globus Med Inc(GMED)01,580,013+1,580,0130108,2151.97%+108,215
Fair Isaac Corporation(FICO)071,271+71,2710106,0981.93%+106,098
Casella Waste Systems, Inc.(CWST)01,036,295+1,036,2950102,8211.87%+102,821
Ollies Bargain Outlet Holdings Inc.(OLLI)01,037,100+1,037,1000101,8121.85%+101,812
Blackbaud Inc(BLKB)01,171,371+1,171,371089,2231.62%+89,223
ESCO Technologies Inc.(ESE)0845,152+845,152088,7751.62%+88,775
J&J Snack Foods Corp(JJSF)0519,377+519,377084,3311.54%+84,331
SPS Commerce Inc(SPSC)0441,793+441,793083,1281.51%+83,128
Alarm.com Holdings Inc.01,296,852+1,296,852082,4021.50%+82,402
Bio-Techne Corp(TECH)01,087,196+1,087,196077,8981.42%+77,898
Eplus Inc(PLUS)01,032,133+1,032,133076,0481.38%+76,048
Certara Inc(CERT)05,472,817+5,472,817075,7991.38%+75,799
Siteone Landscape Supply Inc(SITE)0616,892+616,892074,8971.36%+74,897
Healthequity Inc(HQY)0841,369+841,369072,5261.32%+72,526
Lemaitre Vascular Inc.(LMAT)0879,527+879,527072,3671.32%+72,367
Agilysys Inc(AGYS)0672,699+672,699070,0551.28%+70,055
Perficient Inc0933,058+933,058069,7831.27%+69,783
SPX Technologies, Inc.0452,704+452,704064,3471.17%+64,347
Bright Horizons Family Solutions Inc Del(BFAM)0572,751+572,751063,0481.15%+63,048
Marten Transport Ltd.(MRTN)03,216,216+3,216,216059,3391.08%+59,339
Copart Inc(CPRT)01,082,774+1,082,774058,6431.07%+58,643
Envestnet Inc0859,356+859,356053,7870.98%+53,787
Axon Enterprise Inc(AXON)0179,046+179,046052,6820.96%+52,682
Dorman Products Inc.(DORM)0573,498+573,498052,4640.96%+52,464
Donaldson Co Inc(DCI)0705,894+705,894050,5140.92%+50,514
Amphenol Corporation0742,346+742,346050,0120.91%+50,012
DoubleVerify Holdings Inc(DV)02,484,697+2,484,697048,3770.88%+48,377
O'Reilly Automotive Inc.(ORLY)044,355+44,355046,8420.85%+46,842
WD-40 Co.(WDFC)0210,636+210,636046,2640.84%+46,264
Blackline Inc(BL)0871,364+871,364042,2180.77%+42,218
I3 Verticals INC01,890,691+1,890,691041,7460.76%+41,746
Axos Financial Inc(AX)0706,544+706,544040,3790.74%+40,379
NV5 Global Inc.0426,964+426,964039,6950.72%+39,695
Gartner Inc.(IT)084,180+84,180037,8020.69%+37,802
Vertex Inc(VERX)01,035,654+1,035,654037,3350.68%+37,335
FirstService Corp.0239,528+239,528036,4970.66%+36,497
Digi International Inc.(DGII)01,575,598+1,575,598036,1280.66%+36,128
Verisk Analytics, Inc.(VRSK)0131,026+131,026035,3180.64%+35,318
Grocery Outlet Holding Corp.(GO)01,561,934+1,561,934034,5500.63%+34,550
Staar Surgical Co(STAA)0693,174+693,174033,0020.60%+33,002
Fiserv Inc.(FISV)0221,361+221,361032,9920.60%+32,992
Neogen Corp(NEOG)02,087,536+2,087,536032,6280.59%+32,628
Advanced Drainage System Inc(WMS)0196,511+196,511031,5180.57%+31,518
Vericel Corporation(VCEL)0684,308+684,308031,3960.57%+31,396
Costar Group Inc(CSGP)0409,138+409,138030,3330.55%+30,333
Watsco Inc(WSO)065,228+65,228030,2160.55%+30,216
Keysight Technologies, Inc.(KEYS)0220,387+220,387030,1380.55%+30,138
Heico Corp0165,641+165,641029,4050.54%+29,405
Church & Dwight Co Inc.(CHD)0281,588+281,588029,1950.53%+29,195
Burlington Stores Inc.(BURL)0121,255+121,255029,1010.53%+29,101
Ryan Specialty Holdings Inc(RYAN)0498,974+498,974028,8960.53%+28,896
Roper Technologies Inc(ROP)049,944+49,944028,1520.51%+28,152
Palomar Holdings Inc(PLMR)0339,754+339,754027,5710.50%+27,571
Pool Corporation(POOL)089,160+89,160027,4010.50%+27,401
Steris PLC(STE)0123,018+123,018027,0070.49%+27,007
Intuit Inc(INTU)040,994+40,994026,9420.49%+26,942
Fox Factory Holding Corporation0551,578+551,578026,5810.48%+26,581
Azenta Inc(AZTA)0495,850+495,850026,0920.48%+26,092
Idex Corporation(IEX)0126,724+126,724025,4970.46%+25,497
IDEXX Laboratories Inc.(IDXX)050,368+50,368024,5400.45%+24,540
Hamilton Lane Inc(HLNE)0194,873+194,873024,0820.44%+24,082
Monolithic Power Systems Inc.(MPWR)028,044+28,044023,0440.42%+23,044
Intercontinental Exchange Inc(ICE)0165,636+165,636022,6740.41%+22,674
Broadridge Financial Solutions Inc.(BR)0111,784+111,784022,0210.40%+22,021
Cadence Design Systems, Inc.(CDNS)070,990+70,990021,8470.40%+21,847
UFP Technologies Inc.(UFPT)080,119+80,119021,1410.38%+21,141
Rollins Inc(ROL)0394,722+394,722019,2580.35%+19,258
Biolife Solutions(BLFS)0864,301+864,301018,5220.34%+18,522
Hubspot Inc(HUBS)029,796+29,796017,5730.32%+17,573
Omnicell Inc(OMCL)0621,679+621,679016,8290.31%+16,829
Mesa Laboratories Inc.0188,244+188,244016,3340.30%+16,334
Repligen Corporation(RGEN)0127,769+127,769016,1070.29%+16,107
Old Dominion Freight Line Inc.(ODFL)090,648+90,648016,0080.29%+16,008
Ulta Beauty Inc(ULTA)037,660+37,660014,5320.26%+14,532
DexCom Inc(DXCM)0126,254+126,254014,3150.26%+14,315
Raymond James Financial Inc.(RJF)0112,218+112,218013,8710.25%+13,871
Global Payments Inc(GPN)0132,447+132,447012,8080.23%+12,808
EPAM Systems Inc.(EPAM)067,254+67,254012,6510.23%+12,651
Vulcan Materials Company(VMC)048,556+48,556012,0750.22%+12,075
Allegiant Travel Company(ALGT)0238,038+238,038011,9570.22%+11,957
Barnes Group Inc.0267,895+267,895011,0940.20%+11,094
Ansys Inc034,284+34,284011,0220.20%+11,022
The Cooper Companies, Inc.(COO)0120,767+120,767010,5430.19%+10,543
Lululemon Athletica Inc.(LULU)031,563+31,56309,4280.17%+9,428
Align Technology Inc.035,414+35,41408,5500.16%+8,550
Bentley Systems Incorporated(BSY)0151,326+151,32607,4690.14%+7,469
Trimble Inc(TRMB)0121,377+121,37706,7870.12%+6,787
Page 1 of 1