GENEVA CAPITAL MANAGEMENT LLC
Top Portfolio Positions
116 positions ·
$4,645,794,917 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| RBC |
RBC Bearings INC
Industrials
|
382,964 | $207,995,406 | 4.48% | |
| ESE |
Esco Technologies Inc
Technology
|
626,496 | $176,277,178 | 3.79% | |
| ROAD |
Construction Partners, Inc.
Industrials
|
1,561,051 | $173,463,985 | 3.73% | |
| GMED |
Globus Medical Inc
Healthcare
|
1,760,971 | $151,725,260 | 3.27% | |
| ONTO |
Onto Innovation Inc.
Technology
|
705,943 | $144,767,730 | 3.12% | |
| BCPC |
Balchem Corp
Basic Materials
|
846,495 | $143,463,970 | 3.09% | |
| AAON |
Aaon, Inc.
Industrials
|
1,721,631 | $142,464,964 | 3.07% | |
| TXRH |
Texas Roadhouse, Inc.
Consumer Cyclical
|
796,723 | $131,570,835 | 2.83% | |
| EXLS |
ExlService Holdings, Inc.
Technology
|
4,257,091 | $129,628,420 | 2.79% | |
| EXPO |
Exponent Inc
Industrials
|
1,795,507 | $117,156,831 | 2.52% |
Portfolio Trend
25 quarters · across all stocks
Holdings in TECH
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $64,961,426 | 1,243,043 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $64,132,010 | 1,090,495 | Shares | Other | 2026-02-12 | |
| 2025-09-30 | $65,921,993 | 1,185,008 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $60,973,342 | 1,185,099 | Shares | Other | 2025-08-05 | |
| 2025-03-31 | $64,417,893 | 1,098,719 | Shares | Defined | 2025-05-09 | |
| 2024-09-30 | $88,267,497 | 1,104,310 | Shares | Other | 2024-11-05 | |
| 2024-06-30 | $77,897,592 | 1,087,196 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $76,022,114 | 1,080,013 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $83,275,392 | 1,079,256 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $72,830,407 | 1,069,934 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $87,467,932 | 1,071,517 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $79,402,366 | 1,070,257 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $87,811,359 | 1,059,500 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $18,913,903 | 266,393 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $22,200,297 | 256,177 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $27,893,404 | 257,652 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $33,423,655 | 258,427 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $32,018,809 | 264,307 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $39,733,305 | 352,981 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $34,223,219 | 358,424 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $31,989,827 | 402,958 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $24,239,450 | 391,385 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $25,252,485 | 382,512 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $17,635,275 | 372,013 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||