GENEVA PARTNERS, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 89K | $16.58M |
 | B | 89K | $3.87M |
 | PLTR | 64K | $11.32M |
 | GOOGL | 58K | $18.23M |
 | ORLY | 47K | $4.25M |
 | AVGO | 43K | $15.06M |
 | AMZN | 42K | $9.79M |
 | EPD | 40K | $1.29M |
 | MPLX | 40K | $2.13M |
 | AEM | 36K | $6.14M |
 | NEM | 35K | $3.51M |
 | CRDO | 30K | $4.36M |
 | MU | 29K | $8.15M |
 | MSFT | 25K | $12.05M |
 | PANW | 21K | $3.79M |
 | META | 18K | $11.88M |
 | TTWO | 16K | $4.22M |
 | LLY | 16K | $16.89M |
 | VRT | 15K | $2.37M |
 | MA | 11K | $6.34M |
NVIDIA Corporation
NVDA
Shares Held
89K
Value
$16.58M
Barrick Mining Corporation
B
Shares Held
89K
Value
$3.87M
Palantir Technologies Inc.
PLTR
Shares Held
64K
Value
$11.32M
Alphabet Inc.
GOOGL
Shares Held
58K
Value
$18.23M
O'Reilly Automotive, Inc.
ORLY
Shares Held
47K
Value
$4.25M
Broadcom Inc.
AVGO
Shares Held
43K
Value
$15.06M
Amazon.com, Inc.
AMZN
Shares Held
42K
Value
$9.79M
Enterprise Products Partners L.P.
EPD
Shares Held
40K
Value
$1.29M
MPLX Lp
MPLX
Shares Held
40K
Value
$2.13M
Agnico Eagle Mines Limited
AEM
Shares Held
36K
Value
$6.14M
Newmont Corporation
NEM
Shares Held
35K
Value
$3.51M
Credo Technology Group Holding Ltd
CRDO
Shares Held
30K
Value
$4.36M
Micron Technology, Inc.
MU
Shares Held
29K
Value
$8.15M
Microsoft Corporation
MSFT
Shares Held
25K
Value
$12.05M
Palo Alto Networks, Inc.
PANW
Shares Held
21K
Value
$3.79M
Meta Platforms, Inc.
META
Shares Held
18K
Value
$11.88M
Take-Two Interactive Software, Inc.
TTWO
Shares Held
16K
Value
$4.22M
Eli Lilly and Company
LLY
Shares Held
16K
Value
$16.89M
Vertiv Holdings Co
VRT
Shares Held
15K
Value
$2.37M
Mastercard Incorporated
MA
Shares Held
11K
Value
$6.34M