HoldingsChannel.com
Geneva Capital Management LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
MASIMO CORP COM 639,314 +639,314 $113,235
     MASI639,314+639,314$113,235
TYLER TECHNOLOGIES INC COM 356,112 +356,112 $105,608
     TYL356,112+356,112$105,608
EXPONENT INC COM 1,221,838 +1,221,838 $87,863
     EXPO1,221,838+1,221,838$87,863
FAIR ISAAC CORP COM 253,442 +253,442 $77,981
     FICO253,442+253,442$77,981
KINSALE CAP GROUP INC COM 743,996 +743,996 $77,770
     KNSL743,996+743,996$77,770
BIO TECHNE CORP COM 372,013 +372,013 $70,542
     TECH372,013+372,013$70,542
BRIGHT HORIZONS FAM SOL IN DEL 632,374 +632,374 $64,502
     BFAM632,374+632,374$64,502
INPHI CORP COM 779,364 +779,364 $61,702
     IPHI779,364+779,364$61,702
BLACKLINE INC COM 1,171,791 +1,171,791 $61,648
     BL1,171,791+1,171,791$61,648
HEALTHEQUITY INC COM 1,109,238 +1,109,238 $56,116
     HQY1,109,238+1,109,238$56,116
OMNICELL INC COM 840,549 +840,549 $55,123
     OMCL840,549+840,549$55,123
BALCHEM CORP COM 544,075 +544,075 $53,712
     BCPC544,075+544,075$53,712
COSTAR GROUP INC COM 90,796 +90,796 $53,316
     CSGP90,796+90,796$53,316
LHC GROUP INC COM 378,082 +378,082 $53,007
     LHCG378,082+378,082$53,007
NEOGEN CORP COM 790,233 +790,233 $52,938
     NEOG790,233+790,233$52,938
TREX CO INC COM 646,400 +646,400 $51,802
     TREX646,400+646,400$51,802
MONOLITHIC PWR SYS INC COM 305,416 +305,416 $51,145
     MPWR305,416+305,416$51,145
RBC BEARINGS INC COM 438,186 +438,186 $49,423
     ROLL438,186+438,186$49,423
TABULA RASA HEALTHCARE INC COM 939,515 +939,515 $49,128
     TRHC939,515+939,515$49,128
ENVESTNET INC COM 912,725 +912,725 $49,086
     ENV912,725+912,725$49,086
TACTILE SYS TECHNOLOGY INC COM 1,211,628 +1,211,628 $48,659
     TCMD1,211,628+1,211,628$48,659
TEXAS ROADHOUSE INC COM 1,127,136 +1,127,136 $46,551
     TXRH1,127,136+1,127,136$46,551
AAON INC COM 947,628 +947,628 $45,789
     AAON947,628+947,628$45,789
FOX FACTORY HLDG CORP COM 1,087,705 +1,087,705 $45,683
     FOXF1,087,705+1,087,705$45,683
J & J SNACK FOODS CORP COM 368,212 +368,212 $44,553
     JJSF368,212+368,212$44,553
ALARM COM HLDGS INC COM 1,128,253 +1,128,253 $43,900
     ALRM1,128,253+1,128,253$43,900
DESCARTES SYS GROUP INC COM 1,269,952 +1,269,952 $43,673
     DSGX1,269,952+1,269,952$43,673
FISERV INC COM 438,173 +438,173 $41,622
     FISV438,173+438,173$41,622
STAAR SURGICAL CO 1,281,802 +1,281,802 $41,351
     STAA1,281,802+1,281,802$41,351
INTUIT COM 175,358 +175,358 $40,332
     INTU175,358+175,358$40,332
MARTEN TRANS LTD COM 1,922,602 +1,922,602 $39,451
     MRTN1,922,602+1,922,602$39,451
VOCERA COMMUNICATIONS INC COM 1,856,581 +1,856,581 $39,433
     VCRA1,856,581+1,856,581$39,433
EXLSERVICE HOLDINGS INC COM 741,239 +741,239 $38,567
     EXLS741,239+741,239$38,567
Q2 HLDGS INC COM 647,723 +647,723 $38,255
     QTWO647,723+647,723$38,255
COPART INC COM 554,554 +554,554 $37,998
     CPRT554,554+554,554$37,998
ANSYS INC COM 163,030 +163,030 $37,900
     ANSS163,030+163,030$37,900
GLOBUS MED INC CL A 881,642 +881,642 $37,496
     GMED881,642+881,642$37,496
BOTTOMLINE TECH DEL INC COM 991,740 +991,740 $36,347
     EPAY991,740+991,740$36,347
EPLUS INC COM 577,421 +577,421 $36,158
     PLUS577,421+577,421$36,158
SITEONE LANDSCAPE SUPPLY INC C 488,463 +488,463 $35,960
     SITE488,463+488,463$35,960
GLOBAL PMTS INC COM 245,300 +245,300 $35,379
     GPN245,300+245,300$35,379
IDEXX LABS INC COM 145,377 +145,377 $35,217
     IDXX145,377+145,377$35,217
NOVANTA INC COM 440,213 +440,213 $35,164
     NOVT440,213+440,213$35,164
OLLIES BARGAIN OUTLT HLDGS INC 745,815 +745,815 $34,561
     OLLI745,815+745,815$34,561
VERISK ANALYTICS INC COM 245,555 +245,555 $34,225
     VRSK245,555+245,555$34,225
BLACKBAUD INC COM 608,222 +608,222 $33,786
     BLKB608,222+608,222$33,786
POOL CORPORATION COM 170,968 +170,968 $33,642
     POOL170,968+170,968$33,642
CHURCH & DWIGHT INC COM 491,756 +491,756 $31,561
     CHD491,756+491,756$31,561
DONALDSON INC COM 809,464 +809,464 $31,269
     DCI809,464+809,464$31,269
STERIS PLC SHS USD 222,169 +222,169 $31,097
     STE222,169+222,169$31,097

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

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

Size ($ in 1000's)
At 03/31/2020: $3,516,353
At 12/31/2019: $0

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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