機関投資家の保有一覧

GENEVA CAPITAL MANAGEMENT LLC

持ち方

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評価額を取得中

届出上位5銘柄の比重

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保有

116銘柄

GENEVA CAPITAL MANAGEMENT LLC は、2026年6月30日の SEC Form 13F で 116 銘柄の保有を報告しました。届出上位には Onto Innovation、RBC Bearings、ESCO Technologies が並び、情報技術・資本財・ヘルスケアにまたがります。下の銘柄名と保有株数は届出に基づきます。

届出上位の10銘柄

1
ON
ONTOOnto Innovation
情報技術・ 486,692 株
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2
RB
RBCRBC Bearings
資本財・ 296,316 株
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3
ES
ESEESCO Technologies
資本財・ 449,149 株
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4
EX
EXLSExlService Holdings
情報技術・ 3,437,491 株
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5
RG
RGENRepligen
ヘルスケア・ 656,093 株
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6
BC
BCPCBalchem
素材・ 683,102 株
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7
RO
ROADConstruction Partners
資本財・ 1,243,976 株
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8
NO
NOVTNovanta
資本財・ 758,878 株
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9
GM
GMEDGlobus Medical
ヘルスケア・ 1,417,067 株
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10
DG
DGIIDigi International
情報技術・ 1,384,342 株
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残り 106 銘柄をすべて見る ▾

#	銘柄	保有株数	概算評価額
11	HQYHealthEquity	1,149,680	—
12	AAONAAON	1,200,842	—
13	TXRHTexas Roadhouse	622,962	—
14	EXPOExponent	1,405,173	—
15	DSGXDescartes Systems	1,067,938	—
16	MTSIMACOM Technology Solutions	252,722	—
17	KEYSKeysight Technologies	202,970	—
18	KNSLKinsale Capital Group	229,104	—
19	CWSTCasella Waste Systems	911,153	—
20	TECHBio-Techne	1,012,077	—
21	OLLIOllie's Bargain Outlet Holdings	770,724	—
22	TYLTyler Technologies	208,227	—
23	PLUSePlus	595,827	—
24	DORMDorman Products	447,159	—
25	VCELVericel	1,339,123	—
26	FSVFirstService	415,689	—
27	AGYSAgilysys	532,995	—
28	SPXCSPX Technologies	304,729	—
29	VVVValvoline	1,665,139	—
30	MPWRMonolithic Power Systems	32,563	—
31	LMATLeMaitre Vascular	589,064	—
32	ALRMAlarm.com	828,409	—
33	WDFCWD-40	222,836	—
34	LOARLoar Holdings	719,088	—
35	SITESiteOne Landscape Supply	481,402	—
36	AXAxos Financial	477,009	—
37	DCIDonaldson	473,544	—
38	HEI-AHEICO CORP	180,138	—
39	BFAMBright Horizons Family Solutions	603,358	—
40	AXONAxon Enterprise	91,999	—
41	BURLBurlington Stores	127,657	—
42	ORLYO'Reilly Automotive	384,205	—
43	DDOGDatadog	115,761	—
44	WMSAdvanced Drainage Systems	245,893	—
45	UFPTUFP Technologies	103,038	—
46	CDNSCadence Design Systems	83,601	—
47	CHDChurch & Dwight	290,037	—
48	ROLRollins	885,281	—
49	TREXTrex	588,319	—
50	OPCHOption Care Health	1,093,941	—
51	BLKBBlackbaud	558,107	—
52	IEXIDEX Corporation	98,720	—
53	BLFSBLFS	582,141	—
54	STESTERIS	103,634	—
55	PLMRPalomar Holdings	168,074	—
56	IDXXIDEXX Laboratories	40,242	—
57	RYANRyan Specialty Holdings	543,415	—
58	CPRTCopart	746,225	—
59	APHAmphenol	225,087	—
60	JJSFJ&J Snack Foods	242,346	—
61	ICEIntercontinental Exchange	120,229	—
62	VRSKVerisk Analytics	104,832	—
63	WSOWatsco	57,428	—
64	ULSUL Solutions	258,115	—
65	IIIVi3 Verticals	1,190,152	—
66	CBZCBIZ	294,044	—
67	CSWCSW Industrials	52,743	—
68	POOLPool Corp	91,687	—
69	VMCVulcan Materials	60,469	—
70	RJFRaymond James Financial	92,250	—
71	VERXVertex	1,186,812	—
72	ODFLOld Dominion Freight Line	73,621	—
73	HLNEHamilton Lane	148,795	—
74	BRBroadridge Financial Solutions	81,346	—
75	ULTAUlta Beauty	22,766	—
76	CSGPCoStar Group	418,102	—
77	DXCMDexcom	131,083	—
78	BLBlackLine	389,591	—
79	APGAPi Group	251,657	—
80	BSYBentley Systems	314,630	—
81	EPAMEPAM Systems	92,539	—
82	ROPRoper Technologies	28,038	—
83	LMBLimbach Holdings	185,528	—
84	CGNXCognex	136,390	—
85	VEEVVeeva Systems	31,750	—
86	WSCWillScot Holdings	494,016	—
87	HUBSHubSpot	35,686	—
88	CRCrane Company	32,617	—
89	SSNCSS&C Technologies	72,621	—
90	INTUIntuit	18,913	—
91	FICOFair Isaac	7,849	—
92	TRMBTrimble	88,330	—
93	COOCooper Companies	88,579	—
94	ITGartner	27,037	—
95	MKTXMarketAxess Holdings	27,092	—
96	GNRCGenerac Holdings	17,863	—
97	FRPTFreshpet	63,653	—
98	ALGNAlign Technology	26,139	—
99	CRLCharles River Laboratories	11,174	—
100	GOOGLAlphabet	7,924	—
101	MSFTMicrosoft	4,573	—
102	TMOThermo Fisher Scientific	3,553	—
103	MRVLMarvell Technology	7,540	—
104	VVisa	5,256	—
105	COSTCostco	1,931	—
106	WMTWalmart	17,032	—
107	TJXTJX Companies	12,866	—
108	MSIMotorola Solutions	3,711	—
109	EWEdwards Lifesciences	18,377	—
110	ECLEcolab	5,589	—
111	SPGIS&P Global	3,499	—
112	ISRGIntuitive Surgical	3,310	—
113	CRMSalesforce	4,677	—
114	LOWLowe's	5,628	—
115	VLTOVeralto	7,908	—
116	DHRDanaher	3,069	—

2026年6月30日時点の SEC への Form 13F 届出 (運用資産 $100M 以上の機関投資家が四半期ごとに提出) の集計。届出は四半期末から最大45日遅れで公開されるため、現在の保有と異なる場合があります。概算評価額と構成比は当サイトの株価で計算した参考値です。届出対象外の資産 (米国外上場株・債券など) は含まれません。