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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 Q3 2024 · Filed November 5, 2024 · Accession 0001009232-24-000014

Total Value
$5.99B
Positions
272
Other Managers
2
Confidential Omitted
No
View on SEC.gov

Holdings (272)

#IssuerTicker / CUSIPSharesValue% of Filing
1Construction Partners Inc.ROAD2,108,547$147.2M2.46%
2Onto Innovation Inc.ONTO622,549$129.2M2.16%
3Kinsale Capital Group Inc49714P108270,138$125.8M2.10%
4Exponent IncEXPO1,050,406$121.1M2.02%
5Aaon IncAAON1,122,638$121.1M2.02%
6ExlService Holdings Inc.EXLS3,097,050$118.2M1.97%
7RBC Bearings IncRBC390,455$116.9M1.95%
8Texas Roadhouse IncTXRH608,610$107.5M1.79%
9Descartes Systems Group Inc.249906108977,224$100.6M1.68%
10Tyler Technologies Inc.TYL158,534$92.5M1.55%
11Novanta IncNOVTU516,162$92.4M1.54%
12Balchem CorpBCPC515,476$90.7M1.51%
13Globus Med IncGMED1,055,056$75.5M1.26%
14Construction Partners Inc.ROAD1,076,170$75.1M1.25%
15ESCO Technologies Inc.ESE562,061$72.5M1.21%
16Trex Company, Inc.TREX1,053,644$70.2M1.17%
17Casella Waste Systems, Inc.CWST689,028$68.6M1.14%
18Ollies Bargain Outlet Holdings Inc.681116109694,624$67.5M1.13%
19Blackbaud IncBLKB778,977$66.0M1.10%
20Onto Innovation Inc.ONTO309,274$64.2M1.07%
21Siteone Landscape Supply IncSITE414,084$62.5M1.04%
22Kinsale Capital Group Inc49714P108131,088$61.0M1.02%
23J&J Snack Foods CorpJJSF348,215$59.9M1.00%
24Bio-Techne CorpTECH738,902$59.1M0.99%
25Aaon IncAAON538,236$58.0M0.97%
26Eplus IncPLUS587,390$57.8M0.96%
27Exponent IncEXPO497,709$57.4M0.96%
28SPS Commerce IncSPSC293,858$57.1M0.95%
29ExlService Holdings Inc.EXLS1,478,438$56.4M0.94%
30RBC Bearings IncRBC187,751$56.2M0.94%
31Texas Roadhouse IncTXRH313,795$55.4M0.93%
32Lemaitre Vascular Inc.LMAT583,398$54.2M0.90%
33Bright Horizons Family Solutions Inc Del109194100381,649$53.5M0.89%
34Axon Enterprise IncAXON125,202$50.0M0.84%
35Descartes Systems Group Inc.249906108471,566$48.6M0.81%
36Agilysys IncAGYS445,346$48.5M0.81%
37SPX Technologies, Inc.SPXC300,218$47.9M0.80%
38Alarm.com Holdings Inc.ALRM862,734$47.2M0.79%
39Perficient Inc71375U101619,229$46.7M0.78%
40Healthequity IncHQY564,323$46.2M0.77%
41Novanta IncNOVTU252,044$45.1M0.75%
42Balchem CorpBCPC244,539$43.0M0.72%
43Copart IncCPRT798,486$41.8M0.70%
44Certara IncCERT3,556,571$41.6M0.70%
45Fair Isaac CorporationFICO20,113$39.1M0.65%
46Marten Transport Ltd.MRTN2,145,876$38.0M0.63%
47Amphenol Corporation032095101568,935$37.1M0.62%
48ESCO Technologies Inc.ESE285,191$36.8M0.61%
49Vertex IncVERX953,831$36.7M0.61%
50Globus Med IncGMED513,071$36.7M0.61%
51O'Reilly Automotive Inc.67103H10731,650$36.4M0.61%
52WD-40 Co.WDFC140,326$36.2M0.60%
53Envestnet Inc29404K106572,331$35.8M0.60%
54Tyler Technologies Inc.TYL60,554$35.3M0.59%
55Casella Waste Systems, Inc.CWST351,591$35.0M0.58%
56Donaldson Co IncDCI470,542$34.7M0.58%
57Trex Company, Inc.TREX506,590$33.7M0.56%
58Blackbaud IncBLKB396,516$33.6M0.56%
59Blackline IncBL601,510$33.2M0.55%
60Dorman Products Inc.258278100289,379$32.7M0.55%
61Ollies Bargain Outlet Holdings Inc.681116109331,722$32.2M0.54%
62Gartner Inc.IT63,477$32.2M0.54%
63Siteone Landscape Supply IncSITE212,017$32.0M0.53%
64Vericel CorporationVCEL724,265$30.6M0.51%
65Fiserv Inc.FISV169,650$30.5M0.51%
66Digi International Inc.2537981021,097,162$30.2M0.50%
67Axos Financial IncAX470,360$29.6M0.49%
68Eplus IncPLUS297,574$29.3M0.49%
69FirstService Corp.FSV159,576$29.1M0.49%
70SPS Commerce IncSPSC149,929$29.1M0.49%
71J&J Snack Foods CorpJJSF167,612$28.8M0.48%
72Hamilton Lane IncHLNE170,805$28.8M0.48%
73DoubleVerify Holdings IncDV1,660,878$28.0M0.47%
74Lemaitre Vascular Inc.LMAT294,447$27.4M0.46%
75Bright Horizons Family Solutions Inc Del109194100193,751$27.2M0.45%
76Keysight Technologies, Inc.KEYS169,469$26.9M0.45%
77NV5 Global Inc.62945V109285,497$26.7M0.45%
78Bio-Techne CorpTECH332,223$26.6M0.44%
79Verisk Analytics, Inc.VRSK98,859$26.5M0.44%
80Pool CorporationPOOL67,914$25.6M0.43%
81I3 Verticals INCIIIV1,194,741$25.5M0.43%
82Heico CorpHEI-A124,931$25.5M0.43%
83Ryan Specialty Holdings IncRYAN379,768$25.2M0.42%
84Agilysys IncAGYS230,040$25.1M0.42%
85Watsco IncWSO-B49,790$24.5M0.41%
86SPX Technologies, Inc.SPXC153,067$24.4M0.41%
87Burlington Stores Inc.BURL92,341$24.3M0.41%
88Costar Group IncCSGP315,273$23.8M0.40%
89Perficient Inc71375U101314,211$23.7M0.40%
90Advanced Drainage System Inc00790R104149,465$23.5M0.39%
91Neogen CorpNEOG1,390,540$23.4M0.39%
92Alarm.com Holdings Inc.ALRM420,907$23.0M0.38%
93Healthequity IncHQY277,686$22.7M0.38%
94Church & Dwight Co Inc.CHD216,440$22.7M0.38%
95Steris PLCSTE92,843$22.5M0.38%
96Valvoline IncVVV516,700$21.6M0.36%
97Palomar Holdings IncPLMR226,496$21.4M0.36%
98Certara IncCERT1,823,597$21.4M0.36%
99Roper Technologies IncROP37,677$21.0M0.35%
100Rollins IncROL413,306$20.9M0.35%
101Idex Corporation45167R10496,664$20.7M0.35%
102Intercontinental Exchange Inc45866F104125,044$20.1M0.34%
103Intuit IncINTU31,771$19.7M0.33%
104IDEXX Laboratories Inc.45168D10438,170$19.3M0.32%
105Marten Transport Ltd.MRTN1,085,728$19.2M0.32%
106WD-40 Co.WDFC71,298$18.4M0.31%
107Envestnet Inc29404K106291,067$18.2M0.30%
108Broadridge Financial Solutions Inc.11133T10384,382$18.1M0.30%
109Monolithic Power Systems Inc.60983910519,567$18.1M0.30%
110Grocery Outlet Holding Corp.GO1,016,996$17.8M0.30%
111Donaldson Co IncDCI236,784$17.5M0.29%
112Vertex IncVERX450,664$17.4M0.29%
113Staar Surgical CoSTAA462,134$17.2M0.29%
114UFP Technologies Inc.UFPT53,594$17.0M0.28%
115Dorman Products Inc.258278100146,723$16.6M0.28%
116Mesa Laboratories Inc.59064R109127,808$16.6M0.28%
117Option Care Health IncOPCH521,799$16.3M0.27%
118Blackline IncBL294,300$16.2M0.27%
119Vericel CorporationVCEL380,121$16.1M0.27%
120Azenta IncAZTA327,848$15.9M0.27%
121Fair Isaac CorporationFICO8,150$15.8M0.26%
122Cadence Design Systems, Inc.CDNS58,256$15.8M0.26%
123Digi International Inc.253798102557,749$15.4M0.26%
124DoubleVerify Holdings IncDV893,599$15.0M0.25%
125Axos Financial IncAX238,160$15.0M0.25%
126Repligen CorporationRGEN100,553$15.0M0.25%
127Fox Factory Holding CorporationFOXF360,317$15.0M0.25%
128Old Dominion Freight Line Inc.ODFL74,967$14.9M0.25%
129FirstService Corp.FSV81,368$14.8M0.25%
130Hamilton Lane IncHLNE87,934$14.8M0.25%
131Biolife Solutions Inc.BLFS577,448$14.5M0.24%
132Hubspot IncHUBS26,759$14.2M0.24%
133NV5 Global Inc.62945V109147,224$13.8M0.23%
134I3 Verticals INCIIIV610,637$13.0M0.22%
135CBIZ Inc.CBZ186,101$12.5M0.21%
136Axon Enterprise IncAXON29,799$11.9M0.20%
137Neogen CorpNEOG704,222$11.8M0.20%
138Global Payments Inc37940X102111,050$11.4M0.19%
139Vulcan Materials Company92916010945,167$11.3M0.19%
140Valvoline IncVVV263,944$11.0M0.18%
141Palomar Holdings IncPLMR114,267$10.8M0.18%
142Raymond James Financial Inc.75473010987,983$10.8M0.18%
143EPAM Systems Inc.EPAM52,514$10.5M0.17%
144The Cooper Companies, Inc.21664850191,087$10.1M0.17%
145O'Reilly Automotive Inc.67103H1078,641$10.0M0.17%
146Amphenol Corporation032095101151,039$9.8M0.16%
147Grocery Outlet Holding Corp.GO558,499$9.8M0.16%
148Copart IncCPRT180,455$9.5M0.16%
149Gartner Inc.IT18,491$9.4M0.16%
150Freshpet IncFRPT65,098$8.9M0.15%
151Ulta Beauty IncULTA22,317$8.7M0.15%
152Staar Surgical CoSTAA233,281$8.7M0.14%
153ISHARES TR46428764830,335$8.6M0.14%
154UFP Technologies Inc.UFPT26,768$8.5M0.14%
155Option Care Health IncOPCH266,679$8.3M0.14%
156Mesa Laboratories Inc.59064R10964,168$8.3M0.14%
157Ansys Inc03662Q10525,899$8.3M0.14%
158Fiserv Inc.FISV45,118$8.1M0.14%
159Azenta IncAZTA166,862$8.1M0.13%
160Fox Factory Holding CorporationFOXF186,250$7.7M0.13%
161Verisk Analytics, Inc.VRSK28,717$7.7M0.13%
162Heico CorpHEI-A36,332$7.4M0.12%
163Barnes Group Inc.067806109179,844$7.3M0.12%
164Biolife Solutions Inc.BLFS287,818$7.2M0.12%
165Align Technology Inc.ALGN26,989$6.9M0.11%
166DexCom IncDXCM99,783$6.7M0.11%
167Steris PLCSTE26,974$6.5M0.11%
168CBIZ Inc.CBZ96,813$6.5M0.11%
169Axon Enterprise IncAXON15,424$6.2M0.10%
170Roper Technologies IncROP10,957$6.1M0.10%
171Keysight Technologies, Inc.KEYS38,026$6.0M0.10%
172Pool CorporationPOOL15,612$5.9M0.10%
173Intercontinental Exchange Inc45866F10436,231$5.8M0.10%
174Ryan Specialty Holdings IncRYAN85,864$5.7M0.10%
175Trimble IncTRMB91,629$5.7M0.09%
176Idex Corporation45167R10426,361$5.7M0.09%
177IDEXX Laboratories Inc.45168D10411,050$5.6M0.09%
178Burlington Stores Inc.BURL20,927$5.5M0.09%
179SS&C Technologies Holdings Inc.SSNC73,762$5.5M0.09%
180Advanced Drainage System Inc00790R10434,581$5.4M0.09%
181Watsco IncWSO-B10,740$5.3M0.09%
182Fortune Brands Innovations IncFBIN58,776$5.3M0.09%
183Broadridge Financial Solutions Inc.11133T10324,460$5.3M0.09%
184Rollins IncROL100,873$5.1M0.09%
185Bentley Systems IncorporatedBSY99,964$5.1M0.08%
186Costar Group IncCSGP66,362$5.0M0.08%
187Exponent IncEXPO42,689$4.9M0.08%
188Church & Dwight Co Inc.CHD46,841$4.9M0.08%
189Intuit IncINTU7,841$4.9M0.08%
190Cadence Design Systems, Inc.CDNS17,118$4.6M0.08%
191Fair Isaac CorporationFICO2,336$4.5M0.08%
192ExlService Holdings Inc.EXLS118,926$4.5M0.08%
193Copart IncCPRT84,755$4.4M0.07%
194Old Dominion Freight Line Inc.ODFL22,118$4.4M0.07%
195Tyler Technologies Inc.TYL7,370$4.3M0.07%
196Costco Wholesale Corporation22160K1054,751$4.2M0.07%
197Hubspot IncHUBS7,842$4.2M0.07%
198Aaon IncAAON37,333$4.0M0.07%
199Monolithic Power Systems Inc.6098391054,079$3.8M0.06%
200RBC Bearings IncRBC12,444$3.7M0.06%
201Watsco IncWSO-B7,491$3.7M0.06%
202Barnes Group Inc.06780610989,560$3.6M0.06%
203Balchem CorpBCPC19,854$3.5M0.06%
204Lululemon Athletica Inc.LULU12,847$3.5M0.06%
205Microsoft Corp.MSFT7,942$3.4M0.06%
206Monolithic Power Systems Inc.6098391053,689$3.4M0.06%
207Ryan Specialty Holdings IncRYAN50,784$3.4M0.06%
208Vulcan Materials Company92916010913,369$3.3M0.06%
209Global Payments Inc37940X10232,535$3.3M0.06%
210Burlington Stores Inc.BURL12,001$3.2M0.05%
211Pool CorporationPOOL8,296$3.1M0.05%
212The TJX Companies Inc.87254010926,447$3.1M0.05%
213Keysight Technologies, Inc.KEYS19,371$3.1M0.05%
214Repligen CorporationRGEN20,686$3.1M0.05%
215Kinsale Capital Group Inc49714P1086,605$3.1M0.05%
216Thermo Fisher Scientific IncTMO4,948$3.1M0.05%
217Lowes Companies, Inc.54866110711,018$3.0M0.05%
218Costar Group IncCSGP39,065$2.9M0.05%
219The Cooper Companies, Inc.21664850126,631$2.9M0.05%
220Generac Holdings Inc.GNRC18,387$2.9M0.05%
221Danaher Corporation23585110210,361$2.9M0.05%
222Descartes Systems Group Inc.24990610827,869$2.9M0.05%
223Advanced Drainage System Inc00790R10418,082$2.8M0.05%
224Church & Dwight Co Inc.CHD25,573$2.7M0.04%
225Bio-Techne CorpTECH33,185$2.7M0.04%
226Freshpet IncFRPT19,123$2.6M0.04%
227Repligen CorporationRGEN17,438$2.6M0.04%
228ISHARES TR46428748121,367$2.5M0.04%
229Raymond James Financial Inc.75473010920,304$2.5M0.04%
230MarketAxess Holdings Inc.MKTX9,647$2.5M0.04%
231Marvell Technology IncMRVL33,120$2.4M0.04%
232Ansys Inc03662Q1057,479$2.4M0.04%
233Visa IncV8,622$2.4M0.04%
234EPAM Systems Inc.EPAM11,880$2.4M0.04%
235Ollies Bargain Outlet Holdings Inc.68111610924,123$2.3M0.04%
236Cognex CorpCGNX57,838$2.3M0.04%
237Charles River Laboratories International, Inc.15986410711,542$2.3M0.04%
238Walmart IncWMT27,930$2.3M0.04%
239Alphabet Inc.GOOG13,001$2.2M0.04%
240Trex Company, Inc.TREX32,299$2.2M0.04%
241Globus Med IncGMED30,003$2.1M0.04%
242Novanta IncNOVTU11,840$2.1M0.04%
243Ulta Beauty IncULTA5,362$2.1M0.03%
244DexCom IncDXCM30,885$2.1M0.03%
245Rollins IncROL39,684$2.0M0.03%
246Align Technology Inc.ALGN7,838$2.0M0.03%
247Intuitive Surgical Inc.ISRG3,963$1.9M0.03%
248Microchip Technology IncorporatedMCHPP24,246$1.9M0.03%
249Motorola Solutions IncMSI4,287$1.9M0.03%
250J&J Snack Foods CorpJJSF10,833$1.9M0.03%
251Vertex IncVERX46,104$1.8M0.03%
252Adobe IncADBE3,323$1.7M0.03%
253Bentley Systems IncorporatedBSY33,271$1.7M0.03%
254Trimble IncTRMB26,546$1.6M0.03%
255S&P Global IncSPGI3,143$1.6M0.03%
256Onto Innovation Inc.ONTO7,818$1.6M0.03%
257SS&C Technologies Holdings Inc.SSNC21,186$1.6M0.03%
258Ecolab Inc.ECL6,147$1.6M0.03%
259Salesforce Inc.CRM5,628$1.5M0.03%
260Certara IncCERT130,041$1.5M0.03%
261Fortune Brands Innovations IncFBIN16,577$1.5M0.02%
262MarketAxess Holdings Inc.MKTX5,678$1.5M0.02%
263EPAM Systems Inc.EPAM6,887$1.4M0.02%
264Alarm.com Holdings Inc.ALRM23,841$1.3M0.02%
265Etsy IncETSY22,942$1.3M0.02%
266Lululemon Athletica Inc.LULU4,283$1.2M0.02%
267Edwards Lifesciences CorporationEW16,322$1.1M0.02%
268Veralto Corp.VLTO8,003$895,2160.01%
269Generac Holdings Inc.GNRC5,341$848,5780.01%
270Cognex CorpCGNX17,196$696,4380.01%
271Charles River Laboratories International, Inc.1598641073,274$644,8800.01%
272Etsy IncETSY7,302$405,4800.01%