GENEVA PARTNERS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 87K | $16.16M |
 | PLTR | 63K | $11.53M |
 | UBER | 61K | $5.94M |
 | GOOGL | 58K | $14.17M |
 | ORLY | 57K | $6.14M |
 | AMZN | 45K | $9.83M |
 | AVGO | 44K | $14.35M |
 | SE | 42K | $7.51M |
 | EPD | 40K | $1.26M |
 | MPLX | 40K | $2.00M |
 | HOOD | 30K | $4.33M |
 | AEM | 28K | $4.66M |
 | MSFT | 24K | $12.58M |
 | PANW | 21K | $4.21M |
 | META | 19K | $14.18M |
 | MO | 17K | $1.10M |
 | TTWO | 16K | $4.25M |
 | ANET | 16K | $2.38M |
 | MA | 13K | $7.53M |
 | SPOT | 12K | $8.57M |
NVIDIA Corporation
NVDA
Shares Held
87K
Value
$16.16M
Palantir Technologies Inc.
PLTR
Shares Held
63K
Value
$11.53M
Uber Technologies, Inc.
UBER
Shares Held
61K
Value
$5.94M
Alphabet Inc.
GOOGL
Shares Held
58K
Value
$14.17M
O'Reilly Automotive, Inc.
ORLY
Shares Held
57K
Value
$6.14M
Amazon.com, Inc.
AMZN
Shares Held
45K
Value
$9.83M
Broadcom Inc.
AVGO
Shares Held
44K
Value
$14.35M
Sea Limited
SE
Shares Held
42K
Value
$7.51M
Enterprise Products Partners L.P.
EPD
Shares Held
40K
Value
$1.26M
MPLX Lp
MPLX
Shares Held
40K
Value
$2.00M
Robinhood Markets, Inc.
HOOD
Shares Held
30K
Value
$4.33M
Agnico Eagle Mines Limited
AEM
Shares Held
28K
Value
$4.66M
Microsoft Corporation
MSFT
Shares Held
24K
Value
$12.58M
Palo Alto Networks, Inc.
PANW
Shares Held
21K
Value
$4.21M
Meta Platforms, Inc.
META
Shares Held
19K
Value
$14.18M
Altria Group, Inc.
MO
Shares Held
17K
Value
$1.10M
Take-Two Interactive Software, Inc.
TTWO
Shares Held
16K
Value
$4.25M
Arista Networks, Inc.
ANET
Shares Held
16K
Value
$2.38M
Mastercard Incorporated
MA
Shares Held
13K
Value
$7.53M
Spotify Technology S.A.
SPOT
Shares Held
12K
Value
$8.57M