GENEVA CAPITAL MANAGEMENT LLC
MILWAUKEE WI · SEC CIK 0001009232
$47.06亿2026Q1 申报市值
120持仓数
32.3%前十大占比 · 第一大 4.4%
2 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
LMB 新建仓+$1,842.68万
CSW 新建仓+$1,744.41万
LOAR 加仓+$1,741.91万
DORM 加仓+$1,659.56万
FSV 加仓+$1,564.80万
2026Q1 卖出最多 按季末市值估算
RBC 减仓-$7,215.35万
ESE 减仓-$4,550.57万
ROAD 减仓-$2,890.04万
ONTO 减仓-$2,571.54万
SPSC 清仓-$2,507.70万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| KEYS | Keysight Technologies, Inc. | $6,942.11万 | 1.48% | 245,852 | -51,726 | -17.4% | -$1,460.58万 | 减仓 |
| FSV | FirstService Corp. | $7,330.09万 | 1.56% | 527,572 | 112,624 | 27.1% | $1,564.80万 | 加仓 |
| MTSI | MACOM Technology Solutions Holdings Inc. | $7,633.86万 | 1.62% | 343,759 | -28,800 | -7.7% | -$639.56万 | 减仓 |
| SPXC | SPX Technologies, Inc. | $7,766.34万 | 1.65% | 388,434 | -32,759 | -7.8% | -$654.98万 | 减仓 |
| DGII | Digi International Inc. | $7,771.60万 | 1.65% | 1,612,365 | 69,030 | 4.5% | $332.72万 | 加仓 |
| RGEN | Repligen Corporation | $8,173.62万 | 1.74% | 693,738 | 130,763 | 23.2% | $1,540.65万 | 加仓 |
| LMAT | Lemaitre Vascular Inc. | $8,231.33万 | 1.75% | 753,992 | -60,691 | -7.4% | -$662.56万 | 减仓 |
| SITE | Siteone Landscape Supply Inc | $8,349.78万 | 1.77% | 627,284 | -50,836 | -7.5% | -$676.68万 | 减仓 |
| TYL | Tyler Technologies Inc. | $8,482.66万 | 1.80% | 247,756 | 24,601 | 11.0% | $842.29万 | 加仓 |
| OLLI | Ollies Bargain Outlet Holdings Inc. | $8,875.68万 | 1.89% | 964,329 | -69,436 | -6.7% | -$639.09万 | 减仓 |
| CWST | Casella Waste Systems, Inc. | $9,227.94万 | 1.96% | 1,163,087 | -102,237 | -8.1% | -$811.15万 | 减仓 |
| DSGX | Descartes Systems Group Inc. | $9,503.26万 | 2.02% | 1,328,014 | -101,412 | -7.1% | -$725.70万 | 减仓 |
| HQY | Healthequity Inc | $9,811.70万 | 2.09% | 1,174,070 | 55,494 | 5.0% | $463.76万 | 加仓 |
| KNSL | Kinsale Capital Group Inc | $9,837.58万 | 2.09% | 287,935 | -20,089 | -6.5% | -$686.36万 | 减仓 |
| NOVT | Novanta Inc | $1.10亿 | 2.34% | 931,270 | 28,182 | 3.1% | $332.86万 | 加仓 |
| EXPO | Exponent Inc | $1.17亿 | 2.49% | 1,795,507 | 68,106 | 3.9% | $444.39万 | 加仓 |
| EXLS | ExlService Holdings Inc. | $1.30亿 | 2.75% | 4,257,091 | -344,790 | -7.5% | -$1,049.89万 | 减仓 |
| TXRH | Texas Roadhouse Inc | $1.32亿 | 2.80% | 796,723 | -59,989 | -7.0% | -$990.66万 | 减仓 |
| AAON | Aaon Inc | $1.42亿 | 3.03% | 1,721,631 | -128,012 | -6.9% | -$1,059.30万 | 减仓 |
| BCPC | Balchem Corp | $1.43亿 | 3.05% | 846,495 | -61,306 | -6.8% | -$1,039.01万 | 减仓 |
| ONTO | Onto Innovation Inc. | $1.45亿 | 3.08% | 705,943 | -125,398 | -15.1% | -$2,571.54万 | 减仓 |
| GMED | Globus Med Inc | $1.52亿 | 3.22% | 1,760,971 | -141,003 | -7.4% | -$1,214.88万 | 减仓 |
| ROAD | Construction Partners Inc. | $1.73亿 | 3.69% | 1,561,051 | -260,083 | -14.3% | -$2,890.04万 | 减仓 |
| ESE | ESCO Technologies Inc. | $1.76亿 | 3.75% | 626,496 | -161,729 | -20.5% | -$4,550.57万 | 减仓 |
| RBC | RBC Bearings Inc | $2.08亿 | 4.42% | 382,964 | -132,850 | -25.8% | -$7,215.35万 | 减仓 |