HoldingsChannel.com
Geneva Capital Management LLC Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
MASIMO CORP COM 525,280 -114,034 $119,759
     MASI525,280-114,034$119,759
KINSALE CAP GROUP INC COM 764,778 +20,782 $118,701
     KNSL764,778+20,782$118,701
TYLER TECHNOLOGIES INC COM 335,849 -20,263 $116,499
     TYL335,849-20,263$116,499
FAIR ISAAC CORP COM 261,835 +8,393 $109,458
     FICO261,835+8,393$109,458
EXPONENT INC COM 1,259,502 +37,664 $101,931
     EXPO1,259,502+37,664$101,931
BLACKLINE INC COM 1,227,084 +55,293 $101,738
     BL1,227,084+55,293$101,738
BIO TECHNE CORP COM 382,512 +10,499 $101,010
     TECH382,512+10,499$101,010
INPHI CORP COM 816,440 +37,076 $95,932
     IPHI816,440+37,076$95,932
FOX FACTORY HLDG CORP COM 1,118,854 +31,149 $92,428
     FOXF1,118,854+31,149$92,428
TREX CO INC COM 665,327 +18,927 $86,539
     TREX665,327+18,927$86,539
STAAR SURGICAL CO 1,318,530 +36,728 $81,142
     STAA1,318,530+36,728$81,142
ENVESTNET INC COM 1,065,290 +152,565 $78,341
     ENV1,065,290+152,565$78,341
ALARM COM HLDGS INC COM 1,167,029 +38,776 $75,635
     ALRM1,167,029+38,776$75,635
OLLIES BARGAIN OUTLT HLDGS INC 771,989 +26,174 $75,385
     OLLI771,989+26,174$75,385
MONOLITHIC PWR SYS INC COM 315,086 +9,670 $74,676
     MPWR315,086+9,670$74,676
LHC GROUP INC COM 426,124 +48,042 $74,282
     LHCG426,124+48,042$74,282
BRIGHT HORIZONS FAM SOL IN DEL 600,769 -31,605 $70,410
     BFAM600,769-31,605$70,410
DESCARTES SYS GROUP INC COM 1,306,182 +36,230 $69,097
     DSGX1,306,182+36,230$69,097
HEALTHEQUITY INC COM 1,126,890 +17,652 $66,114
     HQY1,126,890+17,652$66,114
COSTAR GROUP INC COM 88,722 -2,074 $63,052
     CSGP88,722-2,074$63,052
NEOGEN CORP COM 811,829 +21,596 $62,998
     NEOG811,829+21,596$62,998
BALCHEM CORP COM 656,387 +112,312 $62,265
     BCPC656,387+112,312$62,265
OMNICELL INC COM 863,405 +22,856 $60,973
     OMCL863,405+22,856$60,973
RBC BEARINGS INC COM 452,849 +14,663 $60,699
     ROLL452,849+14,663$60,699
TABULA RASA HEALTHCARE INC COM 1,064,267 +124,752 $58,248
     TRHC1,064,267+124,752$58,248
NOVANTA INC COM 540,589 +100,376 $57,719
     NOVT540,589+100,376$57,719
SITEONE LANDSCAPE SUPPLY INC C 503,056 +14,593 $57,333
     SITE503,056+14,593$57,333
Q2 HLDGS INC COM 666,862 +19,139 $57,210
     QTWO666,862+19,139$57,210
TEXAS ROADHOUSE INC COM 1,065,517 -61,619 $56,014
     TXRH1,065,517-61,619$56,014
J & J SNACK FOODS CORP COM 422,904 +54,692 $53,764
     JJSF422,904+54,692$53,764
AAON INC COM 977,557 +29,929 $53,072
     AAON977,557+29,929$53,072
BOTTOMLINE TECH DEL INC COM 1,026,195 +34,455 $52,100
     EPAY1,026,195+34,455$52,100
TACTILE SYS TECHNOLOGY INC COM 1,251,093 +39,465 $51,833
     TCMD1,251,093+39,465$51,833
INTUIT COM 173,925 -1,433 $51,515
     INTU173,925-1,433$51,515
MARTEN TRANS LTD COM 1,974,550 +51,948 $49,679
     MRTN1,974,550+51,948$49,679
EXLSERVICE HOLDINGS INC COM 767,288 +26,049 $48,646
     EXLS767,288+26,049$48,646
PROTO LABS INC COM 420,905 +14,464 $47,339
     PRLB420,905+14,464$47,339
ANSYS INC COM 161,231 -1,799 $47,036
     ANSS161,231-1,799$47,036
IDEXX LABS INC COM 142,426 -2,951 $47,024
     IDXX142,426-2,951$47,024
POOL CORPORATION COM 167,648 -3,320 $45,578
     POOL167,648-3,320$45,578
COPART INC COM 543,809 -10,745 $45,283
     CPRT543,809-10,745$45,283
ESCO TECHNOLOGIES INC COM 523,984 +151,873 $44,292
     ESE523,984+151,873$44,292
EVO PMTS INC CL A COM 1,918,719 +315,663 $43,804
     EVOP1,918,719+315,663$43,804
GLOBUS MED INC CL A 906,518 +24,876 $43,250
     GMED906,518+24,876$43,250
FISERV INC COM 435,105 -3,068 $42,475
     FISV435,105-3,068$42,475
EPLUS INC COM 595,886 +18,465 $42,117
     PLUS595,886+18,465$42,117
PETIQ INC COM CL A 1,204,883 +37,005 $41,978
     PETQ1,204,883+37,005$41,978
GLOBAL PMTS INC COM 243,512 -1,788 $41,305
     GPN243,512-1,788$41,305
BROADRIDGE FINL SOLUTIONS INC 326,011 -1,633 $41,139
     BR326,011-1,633$41,139
OREILLY AUTOMOTIVE INC COM 97,542 -2,191 $41,130
     ORLY97,542-2,191$41,130

See Full List: All Stocks Held By Geneva Capital Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Geneva Capital Management LLC

Size ($ in 1000's)
At 06/30/2020: $4,620,108
At 03/31/2020: $3,516,353

Combined Holding Report Includes:
GENEVA CAPITAL MANAGEMENT LLC
Bank of New York Mellon Corp
Nationwide Fund Advisors

Geneva Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Geneva Capital Management LLC 13F filings. Link to 13F filings: SEC filings

Geneva Capital Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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