GENEVA CAPITAL MANAGEMENT LLC
MILWAUKEE WI · SEC CIK 0001009232
$43.62亿2026Q2 申报市值
119持仓数
32.3%前十大占比 · 第一大 4.4%
1 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
HEI/A 加仓+$810.51万
CR 新建仓+$727.58万
ULS 加仓+$671.75万
IWO 加仓+$609.58万
CGNX 加仓+$541.27万
2026Q2 卖出最多 按季末市值估算
ONTO 减仓-$8,297.55万
AAON 减仓-$6,606.73万
ESE 减仓-$6,207.86万
RBC 减仓-$5,580.66万
ROAD 减仓-$3,765.90万
2026Q2 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. | $7,105.37万 | 1.63% | 202,970 | -42,882 | -17.4% | -$1,501.17万 | 减仓 |
| TECH | Bio-Techne Corp | $7,150.33万 | 1.64% | 1,012,077 | -230,966 | -18.6% | -$1,631.78万 | 减仓 |
| DSGX | Descartes Systems Group Inc. | $7,394.41万 | 1.70% | 1,067,938 | -260,076 | -19.6% | -$1,800.77万 | 减仓 |
| SPXC | SPX Technologies, Inc. | $7,471.05万 | 1.71% | 304,729 | -83,705 | -21.5% | -$2,052.20万 | 减仓 |
| KNSL | Kinsale Capital Group Inc | $7,556.07万 | 1.73% | 229,104 | -58,831 | -20.4% | -$1,940.30万 | 减仓 |
| EXPO | Exponent Inc | $8,256.80万 | 1.89% | 1,405,173 | -390,334 | -21.7% | -$2,293.60万 | 减仓 |
| CWST | Casella Waste Systems, Inc. | $8,835.45万 | 2.03% | 911,153 | -251,934 | -21.7% | -$2,443.00万 | 减仓 |
| EXLS | ExlService Holdings Inc. | $8,889.35万 | 2.04% | 3,437,491 | -819,600 | -19.3% | -$2,119.49万 | 减仓 |
| RGEN | Repligen Corporation | $8,951.73万 | 2.05% | 656,093 | -37,645 | -5.4% | -$513.63万 | 减仓 |
| MTSI | MACOM Technology Solutions Holdings Inc. | $9,612.77万 | 2.20% | 252,722 | -91,037 | -26.5% | -$3,462.77万 | 减仓 |
| DGII | Digi International Inc. | $1.04亿 | 2.38% | 1,384,342 | -228,023 | -14.1% | -$1,709.03万 | 减仓 |
| HQY | Healthequity Inc | $1.04亿 | 2.38% | 1,149,680 | -24,390 | -2.1% | -$220.29万 | 减仓 |
| GMED | Globus Med Inc | $1.12亿 | 2.57% | 1,417,067 | -343,904 | -19.5% | -$2,717.18万 | 减仓 |
| BCPC | Balchem Corp | $1.15亿 | 2.65% | 683,102 | -163,393 | -19.3% | -$2,760.53万 | 减仓 |
| TXRH | Texas Roadhouse Inc | $1.20亿 | 2.76% | 622,962 | -173,761 | -21.8% | -$3,357.58万 | 减仓 |
| NOVT | Novanta Inc | $1.23亿 | 2.82% | 758,878 | -172,392 | -18.5% | -$2,796.89万 | 减仓 |
| ROAD | Construction Partners Inc. | $1.48亿 | 3.39% | 1,243,976 | -317,075 | -20.3% | -$3,765.90万 | 减仓 |
| AAON | Aaon Inc | $1.52亿 | 3.49% | 1,200,842 | -520,789 | -30.2% | -$6,606.73万 | 减仓 |
| ESE | ESCO Technologies Inc. | $1.57亿 | 3.60% | 449,149 | -177,347 | -28.3% | -$6,207.86万 | 减仓 |
| ONTO | Onto Innovation Inc. | $1.84亿 | 4.22% | 486,692 | -219,251 | -31.1% | -$8,297.55万 | 减仓 |
| RBC | RBC Bearings Inc | $1.91亿 | 4.38% | 296,316 | -86,648 | -22.6% | -$5,580.66万 | 减仓 |