Fund HoldingsGENEVA CAPITAL MANAGEMENT LLC

Total Portfolio Value
$5.32B
Total Bought
$175.34M
Total Sold
$745.92M
Net Transaction
-$570.58M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
Globus Med Inc(GMED)2,083,9391,901,974-181,965119,347166,0613.12%+46,714
Loar Holdings Inc(LOAR)0358,067+358,067024,3490.46%+24,349
Repligen Corporation(RGEN)596,768562,975-33,79379,77092,2491.73%+12,479
MACOM Technology Solutions Holdings Inc.(MTSI)414,297372,559-41,73851,57663,8121.20%+12,236
Bright Horizons Family Solutions Inc Del(BFAM)709,384874,973+165,58977,01888,7221.67%+11,704
Keysight Technologies, Inc.(KEYS)283,477297,578+14,10149,58660,4651.14%+10,879
Novanta Inc(NOVT)0903,088+903,0880107,4582.02%+107,458
Eplus Inc(PLUS)919,262823,539-95,72365,27772,2241.36%+6,948
ISHARES TR14,45964,663+50,2042,0598,8550.17%+6,796
Burlington Stores Inc.(BURL)130,388137,247+6,85933,18439,6440.74%+6,460
EPAM Systems Inc.(EPAM)96,649100,549+3,90014,57420,6010.39%+6,027
Hamilton Lane Inc(HLNE)272,660310,349+37,68936,75241,6830.78%+4,931
Casella Waste Systems, Inc.(CWST)1,256,4151,265,324+8,909119,209123,9262.33%+4,717
Vericel Corporation(VCEL)01,826,725+1,826,725065,7801.24%+65,780
UL Solutions Inc.(ULS)056,008+56,00804,4170.08%+4,417
Digi International Inc.(DGII)1,724,0001,543,335-180,66562,85766,8111.26%+3,954
Advanced Drainage System Inc(WMS)251,022264,305+13,28334,81738,2790.72%+3,463
Rollins Inc(ROL)876,868914,852+37,98451,50754,9091.03%+3,402
API Group Corp(APG)151,819218,380+66,5615,2188,3550.16%+3,137
Vanguard Index Funds05,515+5,51501,6660.03%+1,666
Fair Isaac Corporation(FICO)8,3288,195-13312,46413,8540.26%+1,390
Option Care Health Inc(OPCH)1,369,8621,234,976-134,88638,02739,3460.74%+1,319
Datadog Inc(DDOG)96,066109,962+13,89613,68014,9540.28%+1,274
Idex Corporation(IEX)99,41598,082-1,33316,18117,4530.33%+1,272
The Cooper Companies, Inc.(COO)100,18198,597-1,5846,8688,0810.15%+1,213
Mesa Laboratories Inc.0178,713+178,713014,0290.26%+14,029
IDEXX Laboratories Inc.(IDXX)41,96741,270-69726,81227,9200.52%+1,108
Steris PLC(STE)102,344104,165+1,82125,32426,4080.50%+1,084
Ulta Beauty Inc(ULTA)23,02322,596-42712,58813,6710.26%+1,083
Palomar Holdings Inc(PLMR)0231,499+231,499031,1970.59%+31,197
Agilysys Inc(AGYS)0732,017+732,017086,9931.63%+86,993
MarketAxess Holdings Inc.(MKTX)24,02827,446+3,4184,1874,9750.09%+788
Align Technology Inc.29,25528,143-1,1123,6634,3950.08%+731
Alphabet Inc.(GOOG)11,11410,856-2582,7023,3980.06%+696
Azenta Inc(AZTA)515,875463,408-52,46714,81615,4130.29%+597
Intuitive Surgical Inc.3,9643,921-431,7732,2210.04%+448
Thermo Fisher Scientific Inc(TMO)4,9824,931-512,4162,8570.05%+441
Charles River Laboratories International, Inc.(CRL)12,69712,156-5411,9872,4250.05%+438
Edwards Lifesciences Corporation13,95117,152+3,2011,0851,4620.03%+377
Danaher Corporation(DHR)8,8568,766-901,7562,0070.04%+251
iShare Trust02,582+2,58202500.00%+250
Old Dominion Freight Line Inc.(ODFL)83,20275,697-7,50511,71311,8690.22%+156
Walmart Inc(WMT)23,87623,285-5912,4612,5940.05%+134
The TJX Companies Inc.(TJX)22,60922,127-4823,2683,3990.06%+131
Freshpet Inc(FRPT)70,25665,560-4,6963,8723,9950.08%+123
Salesforce Inc.(CRM)4,8154,765-501,1411,2620.02%+121
Veeva Systems Inc(VEEV)22,47130,456+7,9856,6946,7990.13%+104
S&P Global Inc(SPGI)3,3313,296-351,6211,7220.03%+101
Visa Inc(V)7,3737,195-1782,5172,5230.05%+6
Marvell Technology Inc(MRVL)31,48331,160-3232,6472,6480.05%+1
UFP Technologies Inc.(UFPT)158,496142,260-16,23631,63631,5860.59%-50
Veralto Corp.(VLTO)11,09210,978-1141,1831,0950.02%-87
Ecolab Inc.(ECL)6,6896,619-701,8321,7380.03%-94
Lowes Companies, Inc.(LOW)7,8927,662-2301,9831,8480.03%-136
SS&C Technologies Holdings Inc.(SSNC)80,75679,632-1,1247,1686,9610.13%-206
Costco Wholesale Corporation(COST)3,0292,958-712,8042,5510.05%-253
Monolithic Power Systems Inc.(MPWR)42,48442,847+36339,11238,8350.73%-277
Fortune Brands Innovations Inc(FBIN)64,23762,873-1,3643,4303,1450.06%-285
Microsoft Corp.(MSFT)6,4096,273-1363,3203,0340.06%-286
Motorola Solutions Inc(MSI)4,4144,368-462,0181,6740.03%-344
Trimble Inc(TRMB)101,04499,339-1,7058,2507,7830.15%-467
Cognex Corp(CGNX)65,61264,299-1,3132,9722,3130.04%-659
Bentley Systems Incorporated(BSY)126,294152,639+26,3456,5025,8250.11%-676
Generac Holdings Inc.(GNRC)20,41419,428-9863,4172,6490.05%-768
Church & Dwight Co Inc.(CHD)308,615312,517+3,90227,04426,2050.49%-839
Heico Corp159,339156,721-2,61840,48739,5610.74%-926
DexCom Inc(DXCM)148,095134,930-13,1659,9658,9550.17%-1,010
Ryan Specialty Holdings Inc(RYAN)535,742563,257+27,51530,19429,0810.55%-1,113
Intuit Inc(INTU)33,79333,051-74223,07721,8940.41%-1,184
Intercontinental Exchange Inc(ICE)137,680135,395-2,28523,19621,9290.41%-1,268
Healthequity Inc(HQY)01,118,576+1,118,5760102,4731.92%+102,473
Raymond James Financial Inc.(RJF)107,773105,711-2,06218,60216,9760.32%-1,625
Vulcan Materials Company(VMC)60,14859,131-1,01718,50316,8650.32%-1,637
Broadridge Financial Solutions Inc.(BR)92,99891,436-1,56222,14920,4060.38%-1,743
Bio-Techne Corp(TECH)1,185,0081,090,495-94,51365,92264,1321.20%-1,790
Donaldson Co Inc(DCI)735,220656,558-78,66260,17858,2101.09%-1,967
Verisk Analytics, Inc.(VRSK)0111,306+111,306024,8980.47%+24,898
ISHARES TR70,79061,898-8,89222,65619,9940.38%-2,662
Roper Technologies Inc(ROP)41,50840,338-1,17020,70017,9560.34%-2,744
CBIZ Inc.(CBZ)0399,627+399,627020,1610.38%+20,161
RBC Bearings Inc(RBC)0515,814+515,8140231,3074.35%+231,307
Blackline Inc(BL)918,205825,862-92,34348,75745,6620.86%-3,095
WillScot Holdings Corporation(WSC)740,513663,325-77,18815,63212,4900.23%-3,142
Biolife Solutions Inc.(BLFS)899,031803,538-95,49322,93419,4300.36%-3,505
Hubspot Inc(HUBS)53,37353,426+5324,96821,4400.40%-3,528
Gartner Inc.(IT)058,648+58,648014,7960.28%+14,796
Watsco Inc(WSO)067,519+67,519022,7500.43%+22,750
SPX Technologies, Inc.470,928421,193-49,73587,96084,2641.58%-3,696
Cadence Design Systems, Inc.(CDNS)95,18893,521-1,66733,43629,2330.55%-4,203
Amphenol Corporation407,236334,224-73,01250,39545,1670.85%-5,228
WD-40 Co.(WDFC)0237,904+237,904046,8430.88%+46,843
Axos Financial Inc(AX)738,330659,859-78,47162,50056,8531.07%-5,646
Costar Group Inc(CSGP)436,009450,799+14,79036,78630,3120.57%-6,474
Pool Corporation(POOL)94,56896,727+2,15929,32322,1260.42%-7,196
O'Reilly Automotive Inc.(ORLY)442,323434,834-7,48947,68739,6610.75%-8,026
FirstService Corp.383,618414,948+31,33073,07564,5371.21%-8,539
Onto Innovation Inc.(ONTO)1,084,447831,341-253,106140,132131,2352.47%-8,897
Balchem Corp987,982907,801-80,181148,257139,2202.62%-9,036
Exponent Inc(EXPO)01,727,401+1,727,4010119,9852.25%+119,985
Blackbaud Inc(BLKB)1,224,4091,089,951-134,45878,74269,0161.30%-9,726
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