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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F COMBINATION REPORT

GENEVA CAPITAL MANAGEMENT LLC

Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001009232-24-000010

Total Value
$5.49B
Positions
270
Other Managers
2
Confidential Omitted
No
View on SEC.gov

Holdings (270)

#IssuerTicker / CUSIPSharesValue% of Filing
1Onto Innovation Inc.ONTO604,299$132.7M2.42%
2Construction Partners Inc.ROAD2,191,679$121.0M2.20%
3Texas Roadhouse IncTXRH602,907$103.5M1.89%
4RBC Bearings IncRBC380,444$102.6M1.87%
5Kinsale Capital Group Inc49714P108263,535$101.5M1.85%
6Exponent IncEXPO1,017,767$96.8M1.76%
7Aaon IncAAON1,092,522$95.3M1.74%
8ExlService Holdings Inc.EXLS2,999,474$94.1M1.71%
9Descartes Systems Group Inc.249906108953,200$92.3M1.68%
10Novanta IncNOVTU504,904$82.4M1.50%
11Tyler Technologies Inc.TYL155,728$78.3M1.43%
12Trex Company, Inc.TREX1,041,045$77.2M1.41%
13Balchem CorpBCPC500,122$77.0M1.40%
14Globus Med IncGMED1,029,120$70.5M1.28%
15Fair Isaac CorporationFICO46,433$69.1M1.26%
16Onto Innovation Inc.ONTO311,714$68.4M1.25%
17Casella Waste Systems, Inc.CWST682,330$67.7M1.23%
18Ollies Bargain Outlet Holdings Inc.681116109675,184$66.3M1.21%
19Construction Partners Inc.ROAD1,134,204$62.6M1.14%
20Blackbaud IncBLKB770,632$58.7M1.07%
21ESCO Technologies Inc.ESE556,924$58.5M1.07%
22J&J Snack Foods CorpJJSF339,147$55.1M1.00%
23SPS Commerce IncSPSC290,852$54.7M1.00%
24Texas Roadhouse IncTXRH315,914$54.2M0.99%
25Alarm.com Holdings Inc.ALRM847,621$53.9M0.98%
26Bio-Techne CorpTECH718,250$51.5M0.94%
27RBC Bearings IncRBC189,750$51.2M0.93%
28Kinsale Capital Group Inc49714P108132,484$51.0M0.93%
29Eplus IncPLUS679,812$50.1M0.91%
30Siteone Landscape Supply IncSITE402,617$48.9M0.89%
31Certara IncCERT3,499,758$48.5M0.88%
32Healthequity IncHQY560,659$48.3M0.88%
33Exponent IncEXPO503,009$47.8M0.87%
34Lemaitre Vascular Inc.LMAT579,435$47.7M0.87%
35Aaon IncAAON543,968$47.5M0.86%
36ExlService Holdings Inc.EXLS1,488,422$46.7M0.85%
37Descartes Systems Group Inc.249906108476,588$46.2M0.84%
38Agilysys IncAGYS441,105$45.9M0.84%
39Perficient Inc71375U101612,824$45.8M0.83%
40Copart IncCPRT795,721$43.1M0.78%
41SPX Technologies, Inc.SPXC297,436$42.3M0.77%
42Bright Horizons Family Solutions Inc Del109194100377,691$41.6M0.76%
43Novanta IncNOVTU254,728$41.5M0.76%
44Amphenol Corporation032095101588,782$39.7M0.72%
45Marten Transport Ltd.MRTN2,118,925$39.1M0.71%
46Axon Enterprise IncAXON130,293$38.3M0.70%
47Balchem CorpBCPC247,143$38.0M0.69%
48Trex Company, Inc.TREX512,573$38.0M0.69%
49O'Reilly Automotive Inc.67103H10734,947$36.9M0.67%
50Globus Med IncGMED520,890$35.7M0.65%
51Envestnet Inc29404K106566,324$35.4M0.65%
52Casella Waste Systems, Inc.CWST353,965$35.1M0.64%
53Dorman Products Inc.258278100376,921$34.5M0.63%
54Fair Isaac CorporationFICO22,502$33.5M0.61%
55Donaldson Co IncDCI466,589$33.4M0.61%
56Ollies Bargain Outlet Holdings Inc.681116109337,793$33.2M0.60%
57DoubleVerify Holdings IncDV1,581,581$30.8M0.56%
58Tyler Technologies Inc.TYL61,108$30.7M0.56%
59Blackbaud IncBLKB400,739$30.5M0.56%
60WD-40 Co.WDFC138,579$30.4M0.55%
61ESCO Technologies Inc.ESE288,228$30.3M0.55%
62Gartner Inc.IT65,379$29.4M0.53%
63SPS Commerce IncSPSC150,941$28.4M0.52%
64Blackline IncBL572,799$27.8M0.51%
65J&J Snack Foods CorpJJSF169,397$27.5M0.50%
66Verisk Analytics, Inc.VRSK101,829$27.4M0.50%
67I3 Verticals INCIIIV1,229,392$27.1M0.49%
68Alarm.com Holdings Inc.ALRM425,390$27.0M0.49%
69Axos Financial IncAX465,848$26.6M0.48%
70Fiserv Inc.FISV175,489$26.2M0.48%
71Siteone Landscape Supply IncSITE214,275$26.0M0.47%
72Eplus IncPLUS352,321$26.0M0.47%
73NV5 Global Inc.62945V109278,172$25.9M0.47%
74Certara IncCERT1,843,018$25.5M0.46%
75Lemaitre Vascular Inc.LMAT300,092$24.7M0.45%
76Healthequity IncHQY280,710$24.2M0.44%
77Vertex IncVERX670,157$24.2M0.44%
78Agilysys IncAGYS231,594$24.1M0.44%
79Bio-Techne CorpTECH335,761$24.1M0.44%
80FirstService Corp.FSV157,576$24.0M0.44%
81Perficient Inc71375U101320,234$24.0M0.44%
82Digi International Inc.2537981021,011,909$23.2M0.42%
83Advanced Drainage System Inc00790R104143,270$23.0M0.42%
84Heico CorpHEI-A128,702$22.8M0.42%
85Costar Group IncCSGP302,602$22.4M0.41%
86Keysight Technologies, Inc.KEYS162,354$22.2M0.40%
87SPX Technologies, Inc.SPXC155,268$22.1M0.40%
88Grocery Outlet Holding Corp.GO997,487$22.1M0.40%
89Roper Technologies IncROP38,804$21.9M0.40%
90Staar Surgical CoSTAA457,408$21.8M0.40%
91Intuit IncINTU33,021$21.7M0.40%
92Watsco IncWSO-B46,818$21.7M0.39%
93Church & Dwight Co Inc.CHD208,391$21.6M0.39%
94Neogen CorpNEOG1,375,814$21.5M0.39%
95Bright Horizons Family Solutions Inc Del109194100195,060$21.5M0.39%
96Burlington Stores Inc.BURL87,977$21.1M0.38%
97Steris PLCSTE95,593$21.0M0.38%
98Ryan Specialty Holdings IncRYAN360,891$20.9M0.38%
99Vericel CorporationVCEL448,348$20.6M0.37%
100Marten Transport Ltd.MRTN1,097,291$20.2M0.37%
101Idex Corporation45167R10499,922$20.1M0.37%
102Pool CorporationPOOL64,991$20.0M0.36%
103IDEXX Laboratories Inc.45168D10439,133$19.1M0.35%
104Envestnet Inc29404K106293,032$18.3M0.33%
105Palomar Holdings IncPLMR224,715$18.2M0.33%
106Dorman Products Inc.258278100196,577$18.0M0.33%
107Intercontinental Exchange Inc45866F104128,800$17.6M0.32%
108DoubleVerify Holdings IncDV903,116$17.6M0.32%
109Fox Factory Holding CorporationFOXF363,345$17.5M0.32%
110Azenta IncAZTA327,211$17.2M0.31%
111Donaldson Co IncDCI239,305$17.1M0.31%
112Broadridge Financial Solutions Inc.11133T10386,915$17.1M0.31%
113Cadence Design Systems, Inc.CDNS55,143$17.0M0.31%
114Hamilton Lane IncHLNE128,505$15.9M0.29%
115WD-40 Co.WDFC72,057$15.8M0.29%
116Monolithic Power Systems Inc.60983910519,058$15.7M0.29%
117Rollins IncROL306,174$14.9M0.27%
118Blackline IncBL298,565$14.5M0.26%
119ISHARES TR46428764853,598$14.1M0.26%
120UFP Technologies Inc.UFPT53,066$14.0M0.25%
121NV5 Global Inc.62945V109148,792$13.8M0.25%
122Axos Financial IncAX240,696$13.8M0.25%
123Hubspot IncHUBS23,174$13.7M0.25%
124I3 Verticals INCIIIV614,761$13.6M0.25%
125Digi International Inc.253798102563,689$12.9M0.24%
126FirstService Corp.FSV81,952$12.5M0.23%
127Grocery Outlet Holding Corp.GO564,447$12.5M0.23%
128Biolife SolutionsBLFS569,138$12.2M0.22%
129Old Dominion Freight Line Inc.ODFL68,160$12.0M0.22%
130Vertex IncVERX327,544$11.8M0.22%
131Ulta Beauty IncULTA30,187$11.6M0.21%
132Raymond James Financial Inc.75473010991,574$11.3M0.21%
133Repligen CorporationRGEN89,300$11.3M0.20%
134Staar Surgical CoSTAA235,766$11.2M0.20%
135Neogen CorpNEOG711,722$11.1M0.20%
136Omnicell IncOMCL407,843$11.0M0.20%
137Vericel CorporationVCEL235,960$10.8M0.20%
138DexCom IncDXCM94,852$10.8M0.20%
139Mesa Laboratories Inc.59064R109123,393$10.7M0.19%
140Amphenol Corporation032095101153,564$10.3M0.19%
141Copart IncCPRT183,471$9.9M0.18%
142O'Reilly Automotive Inc.67103H1079,408$9.9M0.18%
143Axon Enterprise IncAXON33,329$9.8M0.18%
144Global Payments Inc37940X10299,368$9.6M0.17%
145Vulcan Materials Company92916010937,684$9.4M0.17%
146Palomar Holdings IncPLMR115,039$9.3M0.17%
147EPAM Systems Inc.EPAM48,288$9.1M0.17%
148Fox Factory Holding CorporationFOXF188,233$9.1M0.17%
149Azenta IncAZTA168,639$8.9M0.16%
150Ansys Inc03662Q10526,680$8.6M0.16%
151Gartner Inc.IT18,801$8.4M0.15%
152Hamilton Lane IncHLNE66,368$8.2M0.15%
153The Cooper Companies, Inc.21664850193,690$8.2M0.15%
154Verisk Analytics, Inc.VRSK29,197$7.9M0.14%
155Allegiant Travel CompanyALGT155,236$7.8M0.14%
156Barnes Group Inc.067806109177,381$7.3M0.13%
157Lululemon Athletica Inc.LULU24,456$7.3M0.13%
158UFP Technologies Inc.UFPT27,053$7.1M0.13%
159Fiserv Inc.FISV45,872$6.8M0.12%
160Align Technology Inc.ALGN27,445$6.6M0.12%
161Heico CorpHEI-A36,939$6.6M0.12%
162ISHARES TR46428748159,031$6.5M0.12%
163Biolife SolutionsBLFS295,163$6.3M0.12%
164Roper Technologies IncROP11,140$6.3M0.11%
165Steris PLCSTE27,425$6.0M0.11%
166Bentley Systems IncorporatedBSY117,499$5.8M0.11%
167Omnicell IncOMCL213,836$5.8M0.11%
168Advanced Drainage System Inc00790R10435,159$5.6M0.10%
169Mesa Laboratories Inc.59064R10964,851$5.6M0.10%
170Copart IncCPRT103,582$5.6M0.10%
171IDEXX Laboratories Inc.45168D10411,235$5.5M0.10%
172Idex Corporation45167R10426,802$5.4M0.10%
173Keysight Technologies, Inc.KEYS38,662$5.3M0.10%
174Trimble IncTRMB94,388$5.3M0.10%
175Intuit IncINTU7,973$5.2M0.10%
176Burlington Stores Inc.BURL21,277$5.1M0.09%
177Watsco IncWSO-B10,919$5.1M0.09%
178Ryan Specialty Holdings IncRYAN87,299$5.1M0.09%
179Intercontinental Exchange Inc45866F10436,836$5.0M0.09%
180Costar Group IncCSGP67,471$5.0M0.09%
181Church & Dwight Co Inc.CHD47,624$4.9M0.09%
182Broadridge Financial Solutions Inc.11133T10324,869$4.9M0.09%
183Pool CorporationPOOL15,873$4.9M0.09%
184Cadence Design Systems, Inc.CDNS15,847$4.9M0.09%
185SS&C Technologies Holdings Inc.SSNC75,956$4.8M0.09%
186Axon Enterprise IncAXON15,424$4.5M0.08%
187Costco Wholesale Corporation22160K1055,163$4.4M0.08%
188Rollins IncROL88,548$4.3M0.08%
189Monolithic Power Systems Inc.6098391055,235$4.3M0.08%
190Allegiant Travel CompanyALGT82,802$4.2M0.08%
191Exponent IncEXPO42,689$4.1M0.07%
192Old Dominion Freight Line Inc.ODFL22,488$4.0M0.07%
193Fortune Brands Innovations IncFBIN60,280$3.9M0.07%
194Hubspot IncHUBS6,622$3.9M0.07%
195Microsoft Corp.MSFT8,631$3.9M0.07%
196Barnes Group Inc.06780610990,514$3.7M0.07%
197ExlService Holdings Inc.EXLS118,926$3.7M0.07%
198Tyler Technologies Inc.TYL7,370$3.7M0.07%
199DexCom IncDXCM31,402$3.6M0.06%
200Fair Isaac CorporationFICO2,336$3.5M0.06%
201Watsco IncWSO-B7,491$3.5M0.06%
202RBC Bearings IncRBC12,444$3.4M0.06%
203Aaon IncAAON37,333$3.3M0.06%
204Global Payments Inc37940X10233,079$3.2M0.06%
205Freshpet IncFRPT24,634$3.2M0.06%
206The TJX Companies Inc.87254010928,742$3.2M0.06%
207Monolithic Power Systems Inc.6098391053,751$3.1M0.06%
208Balchem CorpBCPC19,854$3.1M0.06%
209Thermo Fisher Scientific IncTMO5,378$3.0M0.05%
210Ryan Specialty Holdings IncRYAN50,784$2.9M0.05%
211Advanced Drainage System Inc00790R10418,082$2.9M0.05%
212Costar Group IncCSGP39,065$2.9M0.05%
213Ulta Beauty IncULTA7,473$2.9M0.05%
214Burlington Stores Inc.BURL12,001$2.9M0.05%
215Cognex CorpCGNX61,299$2.9M0.05%
216Danaher Corporation23585110211,260$2.8M0.05%
217Vulcan Materials Company92916010910,872$2.7M0.05%
218Descartes Systems Group Inc.24990610827,869$2.7M0.05%
219Church & Dwight Co Inc.CHD25,573$2.7M0.05%
220Repligen CorporationRGEN21,031$2.7M0.05%
221Keysight Technologies, Inc.KEYS19,371$2.6M0.05%
222Lowes Companies, Inc.54866110711,974$2.6M0.05%
223Alphabet Inc.GOOG14,129$2.6M0.05%
224Etsy IncETSY43,539$2.6M0.05%
225Raymond James Financial Inc.75473010920,644$2.6M0.05%
226Pool CorporationPOOL8,296$2.5M0.05%
227Kinsale Capital Group Inc49714P1086,605$2.5M0.05%
228Marvell Technology IncMRVL35,989$2.5M0.05%
229Generac Holdings Inc.GNRC18,907$2.5M0.05%
230Visa IncV9,370$2.5M0.04%
231Charles River Laboratories International, Inc.15986410711,905$2.5M0.04%
232Ansys Inc03662Q1057,604$2.4M0.04%
233Microchip Technology IncorporatedMCHPP26,350$2.4M0.04%
234Trex Company, Inc.TREX32,299$2.4M0.04%
235Bio-Techne CorpTECH33,185$2.4M0.04%
236Ollies Bargain Outlet Holdings Inc.68111610924,123$2.4M0.04%
237The Cooper Companies, Inc.21664850127,077$2.4M0.04%
238EPAM Systems Inc.EPAM12,079$2.3M0.04%
239Repligen CorporationRGEN17,438$2.2M0.04%
240Lululemon Athletica Inc.LULU7,107$2.1M0.04%
241Walmart IncWMT30,350$2.1M0.04%
242Globus Med IncGMED30,003$2.1M0.04%
243Adobe IncADBE3,610$2.0M0.04%
244Novanta IncNOVTU11,840$1.9M0.04%
245Align Technology Inc.ALGN7,969$1.9M0.04%
246Intuitive Surgical Inc.ISRG4,308$1.9M0.03%
247Certara IncCERT130,041$1.8M0.03%
248Motorola Solutions IncMSI4,659$1.8M0.03%
249J&J Snack Foods CorpJJSF10,833$1.8M0.03%
250Bentley Systems IncorporatedBSY33,827$1.7M0.03%
251Edwards Lifesciences CorporationEW17,737$1.6M0.03%
252Ecolab Inc.ECL6,682$1.6M0.03%
253Salesforce Inc.CRM6,116$1.6M0.03%
254S&P Global IncSPGI3,416$1.5M0.03%
255Alarm.com Holdings Inc.ALRM23,841$1.5M0.03%
256Trimble IncTRMB26,989$1.5M0.03%
257Vertex IncVERX37,953$1.4M0.02%
258SS&C Technologies Holdings Inc.SSNC21,540$1.3M0.02%
259MarketAxess Holdings Inc.MKTX6,526$1.3M0.02%
260EPAM Systems Inc.EPAM6,887$1.3M0.02%
261MarketAxess Holdings Inc.MKTX5,678$1.1M0.02%
262Fortune Brands Innovations IncFBIN16,854$1.1M0.02%
263I3 Verticals INCIIIV46,538$1.0M0.02%
264Freshpet IncFRPT7,003$906,1180.02%
265Etsy IncETSY14,519$856,3310.02%
266Veralto Corp.VLTO8,696$830,2070.02%
267Cognex CorpCGNX17,483$817,5050.01%
268Generac Holdings Inc.GNRC5,431$718,0870.01%
269Charles River Laboratories International, Inc.1598641073,329$687,7050.01%
270Vanguard Index Funds922908595838$209,5000.00%