Fund HoldingsGENEVA CAPITAL MANAGEMENT LLC

Total Portfolio Value
$5.76B
Total Bought
$228.19M
Total Sold
$669.55M
Net Transaction
-$441.36M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
Globus Med Inc(GMED)1,598,1301,815,837+217,707114,330150,1882.61%+35,858
Healthequity Inc(HQY)01,048,903+1,048,9030100,6421.75%+100,642
ExlService Holdings Inc.(EXLS)4,694,4144,636,918-57,496179,092205,7863.57%+26,695
WillScot Holdings Corporation(WSC)0693,399+693,399023,1940.40%+23,194
SPS Commerce Inc(SPSC)443,787581,801+138,01486,170107,0451.86%+20,875
Vertex Inc(VERX)1,450,5991,437,588-13,01155,86376,6951.33%+20,833
CBIZ Inc.(CBZ)282,914423,407+140,49319,03734,6470.60%+15,610
Aaon Inc1,698,2071,677,914-20,293183,135197,4573.43%+14,322
Agilysys Inc(AGYS)675,386665,944-9,44273,59787,7111.52%+14,115
Vericel Corporation(VCEL)1,104,3861,099,788-4,59846,66060,3891.05%+13,729
Descartes Systems Group Inc.(DSGX)1,476,6591,459,128-17,531152,037165,7572.88%+13,720
Ollies Bargain Outlet Holdings Inc.(OLLI)1,050,4691,038,546-11,923102,106113,9601.98%+11,854
Valvoline Inc(VVV)780,6441,220,453+439,80932,67044,1560.77%+11,486
Alarm.com Holdings Inc.01,298,018+1,298,018078,9201.37%+78,920
Dorman Products Inc.(DORM)0430,771+430,771055,8060.97%+55,806
DoubleVerify Holdings Inc(DV)02,574,161+2,574,161049,4500.86%+49,450
ISHARES TR050,790+50,790014,6190.25%+14,619
Rollins Inc(ROL)553,863716,277+162,41428,01433,1990.58%+5,185
Casella Waste Systems, Inc.(CWST)1,040,6191,025,531-15,088103,531108,5111.88%+4,980
Cadence Design Systems, Inc.(CDNS)084,367+84,367025,3490.44%+25,349
Axos Financial Inc(AX)708,520699,900-8,62044,55248,8880.85%+4,336
Blackline Inc(BL)895,810877,024-18,78649,39553,2880.92%+3,893
Trex Company, Inc.(TREX)01,592,196+1,592,1960109,9091.91%+109,909
Digi International Inc.(DGII)1,654,9111,635,150-19,76145,56049,4310.86%+3,871
Palomar Holdings Inc(PLMR)340,763336,381-4,38232,26035,5190.62%+3,259
Hubspot Inc(HUBS)34,60130,849-3,75218,39421,4940.37%+3,101
I3 Verticals INC01,785,160+1,785,160041,1300.71%+41,130
ESCO Technologies Inc.(ESE)847,252835,676-11,576109,279111,3201.93%+2,042
Lululemon Athletica Inc.(LULU)016,859+16,85906,4470.11%+6,447
Raymond James Financial Inc.(RJF)096,819+96,819015,0390.26%+15,039
Barnes Group Inc.269,404266,684-2,72010,88712,6040.22%+1,717
Vanguard Index Funds05,157+5,15701,4440.03%+1,444
EPAM Systems Inc.(EPAM)71,28166,325-4,95614,18715,5080.27%+1,321
Marvell Technology Inc(MRVL)33,12030,905-2,2152,3893,4130.06%+1,025
Texas Roadhouse Inc(TXRH)922,405908,169-14,236162,897163,8612.84%+964
Fiserv Inc.(FISV)214,768191,185-23,58338,58339,2730.68%+690
Biolife Solutions Inc.(BLFS)865,266852,741-12,52521,66622,1370.38%+471
Azenta Inc(AZTA)0488,642+488,642024,4320.42%+24,432
iShare Trust04,968+4,96804520.01%+452
Veralto Corp.(VLTO)8,00312,111+4,1088951,2340.02%+338
Keysight Technologies, Inc.(KEYS)226,866226,446-42036,05636,3740.63%+318
ISHARES TR021,843+21,84302,7690.05%+2,769
Burlington Stores Inc.(BURL)125,269116,582-8,68733,00633,2330.58%+227
Salesforce Inc.(CRM)5,6285,255-3731,5401,7570.03%+216
iShare Trust01,595+1,59502160.00%+216
Visa Inc(V)8,6228,046-5762,3712,5430.04%+172
Ecolab Inc.(ECL)6,1477,306+1,1591,5701,7120.03%+142
Alphabet Inc.(GOOG)13,00112,132-8692,1562,2970.04%+140
Walmart Inc(WMT)27,93026,065-1,8652,2552,3550.04%+100
Trimble Inc(TRMB)118,175104,945-13,2307,3377,4150.13%+78
Edwards Lifesciences Corporation015,230+15,23001,1270.02%+1,127
DexCom Inc(DXCM)0112,977+112,97708,7860.15%+8,786
Ulta Beauty Inc(ULTA)024,820+24,820010,7950.19%+10,795
Mesa Laboratories Inc.191,976189,013-2,96324,93024,9250.43%-5
Intuitive Surgical Inc.3,9633,698-2651,9471,9300.03%-17
Motorola Solutions Inc(MSI)4,2874,002-2851,9281,8500.03%-78
The TJX Companies Inc.(TJX)26,44724,676-1,7713,1092,9810.05%-127
S&P Global Inc(SPGI)3,1432,935-2081,6241,4620.03%-162
Microsoft Corp.(MSFT)7,9427,412-5303,4173,1240.05%-293
MarketAxess Holdings Inc.(MKTX)15,32515,496+1713,9263,5030.06%-423
Freshpet Inc(FRPT)84,22174,899-9,32211,51911,0930.19%-426
Lowes Companies, Inc.(LOW)11,01810,285-7332,9842,5380.04%-446
Generac Holdings Inc.(GNRC)23,72820,945-2,7833,7703,2480.06%-522
Siteone Landscape Supply Inc(SITE)626,101712,894+86,79394,48593,9381.63%-547
Charles River Laboratories International, Inc.(CRL)14,81612,790-2,0262,9182,3610.04%-557
Cognex Corp(CGNX)067,293+67,29302,4130.04%+2,413
Ansys Inc33,37829,634-3,74410,6359,9960.17%-639
Microchip Technology Incorporated(MCHP)022,626+22,62601,2980.02%+1,298
Thermo Fisher Scientific Inc(TMO)4,9484,616-3323,0612,4010.04%-659
Danaher Corporation(DHR)10,3619,667-6942,8812,2190.04%-662
SS&C Technologies Holdings Inc.(SSNC)94,94884,109-10,8397,0466,3740.11%-672
Bentley Systems Incorporated(BSY)0127,493+127,49305,9540.10%+5,954
FirstService Corp.240,944237,908-3,03643,96343,0660.75%-896
Adobe Inc(ADBE)3,3231,748-1,5751,7217770.01%-943
Repligen Corporation(RGEN)138,677135,585-3,09220,63819,5160.34%-1,122
Vulcan Materials Company(VMC)58,53652,496-6,04014,65913,5040.23%-1,156
Costco Wholesale Corporation(COST)4,7513,304-1,4474,2123,0270.05%-1,185
Church & Dwight Co Inc.(CHD)288,854276,472-12,38230,24928,9490.50%-1,299
Broadridge Financial Solutions Inc.(BR)108,84296,604-12,23823,40421,8410.38%-1,563
Etsy Inc(ETSY)000000
Lemaitre Vascular Inc.(LMAT)877,845865,582-12,26381,54379,7551.38%-1,788
Fortune Brands Innovations Inc(FBIN)75,35366,700-8,6536,7464,5580.08%-2,189
RBC Bearings Inc(RBC)590,650583,665-6,985176,829174,5983.03%-2,231
Intuit Inc(INTU)035,335+35,335022,2080.39%+22,208
Amphenol Corporation0640,828+640,828044,5060.77%+44,506
Kinsale Capital Group Inc(KNSL)407,831402,914-4,917189,874187,4083.25%-2,466
Align Technology Inc.34,82730,588-4,2398,8576,3780.11%-2,479
Heico Corp161,263161,804+54132,85930,1080.52%-2,751
Verisk Analytics, Inc.(VRSK)0113,228+113,228031,1860.54%+31,186
The Cooper Companies, Inc.(COO)117,718104,427-13,29112,9899,6000.17%-3,389
Idex Corporation(IEX)123,025109,635-13,39026,38922,9460.40%-3,443
Ryan Specialty Holdings Inc(RYAN)516,416480,145-36,27134,28530,8060.53%-3,479
Grocery Outlet Holding Corp.(GO)01,546,214+1,546,214024,1360.42%+24,136
Watsco Inc(WSO)68,02163,059-4,96233,45829,8830.52%-3,575
Balchem Corp779,869819,746+39,877137,257133,6152.32%-3,642
O'Reilly Automotive Inc.(ORLY)40,29135,962-4,32946,39942,6430.74%-3,756
Monolithic Power Systems Inc.(MPWR)27,33536,339+9,00425,27121,5020.37%-3,769
Costar Group Inc(CSGP)420,700390,671-30,02931,73827,9680.49%-3,769
Copart Inc(CPRT)0905,065+905,065051,9420.90%+51,942
WD-40 Co.(WDFC)211,624209,060-2,56454,57450,7350.88%-3,839
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