GENEVA CAPITAL MANAGEMENT LLC: 13F holdings
CIK 10092322026Q2
| Positions | 119 |
|---|
| Reported value | $4.4bn |
|---|
| Filed | 2026-08-06 |
|---|
Change since last quarter
| Positions | 119 (-1 vs prior quarter) |
|---|
| Reported value | $4.4bn (-7.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| RBC RBC Bearings Inc | 296,316 | $190.8m | 4.4% |
| ONTO Onto Innovation Inc. | 486,692 | $184.2m | 4.2% |
| ESE ESCO Technologies Inc. | 449,149 | $157.2m | 3.6% |
| AAON Aaon Inc | 1,200,842 | $152.3m | 3.5% |
| ROAD Construction Partners Inc. | 1,243,976 | $147.7m | 3.4% |
| NOVT Novanta Inc | 758,878 | $123.1m | 2.8% |
| TXRH Texas Roadhouse Inc | 622,962 | $120.4m | 2.8% |
| BCPC Balchem Corp | 683,102 | $115.4m | 2.6% |
| GMED Globus Med Inc | 1,417,067 | $112.0m | 2.6% |
| HQY Healthequity Inc | 1,149,680 | $103.8m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1009232")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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