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 |
|---|---|---|---|---|---|---|---|---|
| RBC | RBC Bearings Inc | $2.08亿 | 4.42% | 382,964 | -132,850 | -25.8% | -$7,215.35万 | 减仓 |
| ESE | ESCO Technologies Inc. | $1.76亿 | 3.75% | 626,496 | -161,729 | -20.5% | -$4,550.57万 | 减仓 |
| ROAD | Construction Partners Inc. | $1.73亿 | 3.69% | 1,561,051 | -260,083 | -14.3% | -$2,890.04万 | 减仓 |
| GMED | Globus Med Inc | $1.52亿 | 3.22% | 1,760,971 | -141,003 | -7.4% | -$1,214.88万 | 减仓 |
| ONTO | Onto Innovation Inc. | $1.45亿 | 3.08% | 705,943 | -125,398 | -15.1% | -$2,571.54万 | 减仓 |
| BCPC | Balchem Corp | $1.43亿 | 3.05% | 846,495 | -61,306 | -6.8% | -$1,039.01万 | 减仓 |
| AAON | Aaon Inc | $1.42亿 | 3.03% | 1,721,631 | -128,012 | -6.9% | -$1,059.30万 | 减仓 |
| TXRH | Texas Roadhouse Inc | $1.32亿 | 2.80% | 796,723 | -59,989 | -7.0% | -$990.66万 | 减仓 |
| EXLS | ExlService Holdings Inc. | $1.30亿 | 2.75% | 4,257,091 | -344,790 | -7.5% | -$1,049.89万 | 减仓 |
| EXPO | Exponent Inc | $1.17亿 | 2.49% | 1,795,507 | 68,106 | 3.9% | $444.39万 | 加仓 |
| NOVT | Novanta Inc | $1.10亿 | 2.34% | 931,270 | 28,182 | 3.1% | $332.86万 | 加仓 |
| KNSL | Kinsale Capital Group Inc | $9,837.58万 | 2.09% | 287,935 | -20,089 | -6.5% | -$686.36万 | 减仓 |
| HQY | Healthequity Inc | $9,811.70万 | 2.09% | 1,174,070 | 55,494 | 5.0% | $463.76万 | 加仓 |
| DSGX | Descartes Systems Group Inc. | $9,503.26万 | 2.02% | 1,328,014 | -101,412 | -7.1% | -$725.70万 | 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 |
| OLLI | Ollies Bargain Outlet Holdings Inc. | $8,875.68万 | 1.89% | 964,329 | -69,436 | -6.7% | -$639.09万 | 减仓 |
| TYL | Tyler Technologies Inc. | $8,482.66万 | 1.80% | 247,756 | 24,601 | 11.0% | $842.29万 | 加仓 |
| SITE | Siteone Landscape Supply Inc | $8,349.78万 | 1.77% | 627,284 | -50,836 | -7.5% | -$676.68万 | 减仓 |
| LMAT | Lemaitre Vascular Inc. | $8,231.33万 | 1.75% | 753,992 | -60,691 | -7.4% | -$662.56万 | 减仓 |
| RGEN | Repligen Corporation | $8,173.62万 | 1.74% | 693,738 | 130,763 | 23.2% | $1,540.65万 | 加仓 |
| DGII | Digi International Inc. | $7,771.60万 | 1.65% | 1,612,365 | 69,030 | 4.5% | $332.72万 | 加仓 |
| SPXC | SPX Technologies, Inc. | $7,766.34万 | 1.65% | 388,434 | -32,759 | -7.8% | -$654.98万 | 减仓 |
| MTSI | MACOM Technology Solutions Holdings Inc. | $7,633.86万 | 1.62% | 343,759 | -28,800 | -7.7% | -$639.56万 | 减仓 |
| FSV | FirstService Corp. | $7,330.09万 | 1.56% | 527,572 | 112,624 | 27.1% | $1,564.80万 | 加仓 |
| KEYS | Keysight Technologies, Inc. | $6,942.11万 | 1.48% | 245,852 | -51,726 | -17.4% | -$1,460.58万 | 减仓 |
| BFAM | Bright Horizons Family Solutions Inc Del | $6,508.20万 | 1.38% | 792,427 | -82,546 | -9.4% | -$677.95万 | 减仓 |
| TECH | Bio-Techne Corp | $6,496.15万 | 1.38% | 1,243,043 | 152,548 | 14.0% | $797.22万 | 加仓 |
| VVV | Valvoline Inc | $6,027.74万 | 1.28% | 1,789,709 | 134,805 | 8.1% | $454.02万 | 加仓 |
| DORM | Dorman Products Inc. | $5,889.62万 | 1.25% | 564,356 | 159,023 | 39.2% | $1,659.56万 | 加仓 |
| WDFC | WD-40 Co. | $5,760.27万 | 1.22% | 282,449 | 44,545 | 18.7% | $908.45万 | 加仓 |
| PLUS | Eplus Inc | $5,715.36万 | 1.21% | 759,517 | -64,022 | -7.8% | -$481.77万 | 减仓 |
| VCEL | Vericel Corporation | $5,297.81万 | 1.13% | 1,646,818 | -179,907 | -9.8% | -$578.76万 | 减仓 |
| AX | Axos Financial Inc | $5,174.16万 | 1.10% | 608,081 | -51,778 | -7.8% | -$440.58万 | 减仓 |
| DCI | Donaldson Co Inc | $5,129.29万 | 1.09% | 604,371 | -52,187 | -7.9% | -$442.91万 | 减仓 |
| AGYS | Agilysys Inc | $4,783.95万 | 1.02% | 672,470 | -59,547 | -8.1% | -$423.62万 | 减仓 |
| ROL | Rollins Inc | $4,723.94万 | 1.00% | 884,467 | -30,385 | -3.3% | -$162.29万 | 减仓 |
| ALRM | Alarm.com Holdings Inc. | $4,621.69万 | 0.98% | 1,070,083 | -84,270 | -7.3% | -$363.96万 | 减仓 |
| MPWR | Monolithic Power Systems Inc. | $4,346.19万 | 0.92% | 39,751 | -3,096 | -7.2% | -$338.50万 | 减仓 |
| BURL | Burlington Stores Inc. | $4,323.15万 | 0.92% | 132,865 | -4,382 | -3.2% | -$142.58万 | 减仓 |
| AXON | Axon Enterprise Inc | $4,107.95万 | 0.87% | 96,728 | 15,206 | 18.7% | $645.79万 | 加仓 |
| OPCH | Option Care Health Inc | $3,968.33万 | 0.84% | 1,474,121 | 239,145 | 19.4% | $643.78万 | 加仓 |
| ORLY | O'Reilly Automotive Inc. | $3,808.71万 | 0.81% | 412,599 | -22,235 | -5.1% | -$205.25万 | 减仓 |
| LOAR | Loar Holdings Inc | $3,793.28万 | 0.81% | 662,118 | 304,051 | 84.9% | $1,741.91万 | 加仓 |
| APH | Amphenol Corporation | $3,766.12万 | 0.80% | 298,071 | -36,153 | -10.8% | -$456.79万 | 减仓 |
| WMS | Advanced Drainage System Inc | $3,509.47万 | 0.75% | 255,923 | -8,382 | -3.2% | -$114.94万 | 减仓 |
| IIIV | I3 Verticals INC | $3,479.00万 | 0.74% | 1,555,904 | -126,577 | -7.5% | -$283.03万 | 减仓 |
| JJSF | J&J Snack Foods Corp | $3,301.25万 | 0.70% | 416,457 | -39,586 | -8.7% | -$313.80万 | 减仓 |
| HEI/A | Heico Corp | $3,139.15万 | 0.67% | 148,712 | -8,009 | -5.1% | -$169.06万 | 减仓 |
| CHD | Church & Dwight Co Inc. | $2,853.77万 | 0.61% | 305,804 | -6,713 | -2.1% | -$62.65万 | 减仓 |
| BLKB | Blackbaud Inc | $2,776.45万 | 0.59% | 719,100 | -370,851 | -34.0% | -$1,431.86万 | 减仓 |
| HLNE | Hamilton Lane Inc | $2,730.46万 | 0.58% | 274,694 | -35,655 | -11.5% | -$354.41万 | 减仓 |
| TREX | Trex Company, Inc. | $2,730.25万 | 0.58% | 749,658 | -51,180 | -6.4% | -$186.40万 | 减仓 |
| CPRT | Copart Inc | $2,610.45万 | 0.55% | 786,279 | -21,595 | -2.7% | -$71.70万 | 减仓 |
| PLMR | Palomar Holdings Inc | $2,565.16万 | 0.55% | 214,658 | -16,841 | -7.3% | -$201.25万 | 减仓 |
| UFPT | UFP Technologies Inc. | $2,539.51万 | 0.54% | 131,173 | -11,087 | -7.8% | -$214.64万 | 减仓 |
| VERX | Vertex Inc | $2,538.15万 | 0.54% | 2,134,691 | -575,808 | -21.2% | -$684.64万 | 减仓 |
| CDNS | Cadence Design Systems, Inc. | $2,484.47万 | 0.53% | 89,411 | -4,110 | -4.4% | -$114.20万 | 减仓 |
| IDXX | IDEXX Laboratories Inc. | $2,416.56万 | 0.51% | 43,008 | 1,738 | 4.2% | $97.66万 | 加仓 |
| STE | Steris PLC | $2,411.44万 | 0.51% | 109,051 | 4,886 | 4.7% | $108.04万 | 加仓 |
| IWO | ISHARES TR | $2,217.91万 | 0.47% | 70,677 | 8,779 | 14.2% | $275.49万 | 加仓 |
| WSO | Watsco Inc | $2,184.88万 | 0.46% | 60,059 | -7,460 | -11.0% | -$271.39万 | 减仓 |
| VRSK | Verisk Analytics, Inc. | $2,083.55万 | 0.44% | 109,805 | -1,501 | -1.3% | -$28.48万 | 减仓 |
| ICE | Intercontinental Exchange Inc | $2,034.28万 | 0.43% | 129,341 | -6,054 | -4.5% | -$95.22万 | 减仓 |
| POOL | Pool Corporation | $1,929.64万 | 0.41% | 95,371 | -1,356 | -1.4% | -$27.44万 | 减仓 |
| RYAN | Ryan Specialty Holdings Inc | $1,849.54万 | 0.39% | 548,175 | -15,082 | -2.7% | -$50.89万 | 减仓 |
| LMB | Limbach Holdings Inc. | $1,842.68万 | 0.39% | 236,090 | 236,090 | — | $1,842.68万 | 新建仓 |
| IEX | Idex Corporation | $1,780.19万 | 0.38% | 93,917 | -4,165 | -4.2% | -$78.95万 | 减仓 |
| BL | Blackline Inc | $1,768.92万 | 0.38% | 478,086 | -347,776 | -42.1% | -$1,286.77万 | 减仓 |
| CSGP | Costar Group Inc | $1,764.72万 | 0.38% | 437,462 | -13,337 | -3.0% | -$53.80万 | 减仓 |
| CSW | CSW Industrials Inc. | $1,744.41万 | 0.37% | 66,943 | 66,943 | — | $1,744.41万 | 新建仓 |
| ULS | UL Solutions Inc. | $1,647.07万 | 0.35% | 192,167 | 136,159 | 243.1% | $1,167.02万 | 加仓 |
| CERT | Certara Inc | $1,563.79万 | 0.33% | 2,743,484 | -2,668,228 | -49.3% | -$1,520.89万 | 减仓 |
| ODFL | Old Dominion Freight Line Inc. | $1,536.79万 | 0.33% | 78,648 | 2,951 | 3.9% | $57.66万 | 加仓 |
| VMC | Vulcan Materials Company | $1,535.35万 | 0.33% | 56,385 | -2,746 | -4.6% | -$74.77万 | 减仓 |
| DDOG | Datadog Inc | $1,461.90万 | 0.31% | 123,837 | 13,875 | 12.6% | $163.79万 | 加仓 |
| RJF | Raymond James Financial Inc. | $1,435.69万 | 0.31% | 99,157 | -6,554 | -6.2% | -$94.89万 | 减仓 |
| BR | Broadridge Financial Solutions Inc. | $1,415.22万 | 0.30% | 87,101 | -4,335 | -4.7% | -$70.44万 | 减仓 |
| — | Biolife Solutions Inc. | $1,411.54万 | 0.30% | 739,803 | -63,735 | -7.9% | -$121.61万 | 减仓 |
| EPAM | EPAM Systems Inc. | $1,334.26万 | 0.28% | 98,542 | -2,007 | -2.0% | -$27.17万 | 减仓 |
| INTU | Intuit Inc | $1,186.82万 | 0.25% | 27,449 | -5,602 | -16.9% | -$242.22万 | 减仓 |
| BSY | Bentley Systems Incorporated | $1,171.00万 | 0.25% | 333,428 | 180,789 | 118.4% | $634.93万 | 加仓 |
| ULTA | Ulta Beauty Inc | $1,112.69万 | 0.24% | 21,287 | -1,309 | -5.8% | -$68.42万 | 减仓 |
| WSC | WillScot Holdings Corporation | $1,073.87万 | 0.23% | 618,587 | -44,738 | -6.7% | -$77.67万 | 减仓 |
| ROP | Roper Technologies Inc | $1,062.07万 | 0.23% | 30,014 | -10,324 | -25.6% | -$365.32万 | 减仓 |
| CBZ | CBIZ Inc. | $948.18万 | 0.20% | 353,138 | -46,489 | -11.6% | -$124.82万 | 减仓 |
| HUBS | Hubspot Inc | $905.26万 | 0.19% | 37,086 | -16,340 | -30.6% | -$398.86万 | 减仓 |
| DXCM | DexCom Inc | $872.06万 | 0.19% | 138,863 | 3,933 | 2.9% | $24.70万 | 加仓 |
| APG | API Group Corp | $853.23万 | 0.18% | 210,570 | -7,810 | -3.6% | -$31.65万 | 减仓 |
| FICO | Fair Isaac Corporation | $845.15万 | 0.18% | 7,917 | -278 | -3.4% | -$29.68万 | 减仓 |
| COO | The Cooper Companies, Inc. | $678.65万 | 0.14% | 94,916 | -3,681 | -3.7% | -$26.32万 | 减仓 |
| TRMB | Trimble Inc | $618.49万 | 0.13% | 94,817 | -4,522 | -4.6% | -$29.50万 | 减仓 |
| VEEV | Veeva Systems Inc | $570.87万 | 0.12% | 32,499 | 2,043 | 6.7% | $35.89万 | 加仓 |
| SSNC | SS&C Technologies Holdings Inc. | $514.25万 | 0.11% | 76,106 | -3,526 | -4.4% | -$23.83万 | 减仓 |
| ALGN | Align Technology Inc. | $479.30万 | 0.10% | 27,959 | -184 | -0.7% | -$3.15万 | 减仓 |
| IT | Gartner Inc. | $456.98万 | 0.10% | 28,861 | -29,787 | -50.8% | -$471.64万 | 减仓 |
| MKTX | MarketAxess Holdings Inc. | $454.24万 | 0.10% | 27,533 | 87 | 0.3% | $1.44万 | 加仓 |
| FRPT | Freshpet Inc | $401.79万 | 0.09% | 68,146 | 2,586 | 3.9% | $15.25万 | 加仓 |
| GNRC | Generac Holdings Inc. | $373.25万 | 0.08% | 19,109 | -319 | -1.6% | -$6.23万 | 减仓 |
| VBK | Vanguard Index Funds | $343.07万 | 0.07% | 11,351 | 5,836 | 105.8% | $176.39万 | 加仓 |
| CGNX | Cognex Corp | $302.02万 | 0.06% | 61,650 | -2,649 | -4.1% | -$12.98万 | 减仓 |