GENEVA CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BR | 93K | $22.15M |
 | ODFL | 83K | $11.71M |
 | SSNC | 81K | $7.17M |
 | AXON | 79K | $56.69M |
 | FRPT | 70K | $3.87M |
 | IT | 70K | $18.33M |
 | CGNX | 66K | $2.97M |
 | WSO | 65K | $26.37M |
 | VMC | 60K | $18.50M |
 | HUBS | 53K | $24.97M |
 | MPWR | 42K | $39.11M |
 | IDXX | 42K | $26.81M |
 | ROP | 42K | $20.70M |
 | INTU | 34K | $23.08M |
 | MRVL | 31K | $2.65M |
 | ALGN | 29K | $3.66M |
 | MKTX | 24K | $4.19M |
 | WMT | 24K | $2.46M |
 | ULTA | 23K | $12.59M |
 | TJX | 23K | $3.27M |
Broadridge Financial Solutions, Inc.
BR
Shares Held
93K
Value
$22.15M
Old Dominion Freight Line, Inc.
ODFL
Shares Held
83K
Value
$11.71M
SS&C Technologies Holdings, Inc.
SSNC
Shares Held
81K
Value
$7.17M
Axon Enterprise, Inc.
AXON
Shares Held
79K
Value
$56.69M
Freshpet, Inc.
FRPT
Shares Held
70K
Value
$3.87M
Gartner, Inc.
IT
Shares Held
70K
Value
$18.33M
Cognex Corporation
CGNX
Shares Held
66K
Value
$2.97M
Watsco, Inc.
WSO
Shares Held
65K
Value
$26.37M
Vulcan Materials Company
VMC
Shares Held
60K
Value
$18.50M
HubSpot, Inc.
HUBS
Shares Held
53K
Value
$24.97M
Monolithic Power Systems, Inc.
MPWR
Shares Held
42K
Value
$39.11M
IDEXX Laboratories, Inc.
IDXX
Shares Held
42K
Value
$26.81M
Roper Technologies, Inc.
ROP
Shares Held
42K
Value
$20.70M
Intuit Inc.
INTU
Shares Held
34K
Value
$23.08M
Marvell Technology, Inc.
MRVL
Shares Held
31K
Value
$2.65M
Align Technology, Inc.
ALGN
Shares Held
29K
Value
$3.66M
MarketAxess Holdings Inc.
MKTX
Shares Held
24K
Value
$4.19M
Walmart Inc.
WMT
Shares Held
24K
Value
$2.46M
Ulta Beauty, Inc.
ULTA
Shares Held
23K
Value
$12.59M
The TJX Companies, Inc.
TJX
Shares Held
23K
Value
$3.27M