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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 Q4 2024 · Filed February 6, 2025 · Accession 0001009232-25-000003

Total Value
$5.76B
Positions
270
Other Managers
2
Confidential Omitted
No
View on SEC.gov

Holdings (270)

#IssuerTicker / CUSIPSharesValue% of Filing
1Construction Partners Inc.ROAD1,635,942$144.7M2.51%
2ExlService Holdings Inc.EXLS3,082,088$136.8M2.37%
3Aaon IncAAON1,115,807$131.3M2.28%
4Kinsale Capital Group Inc49714P108268,500$124.9M2.17%
5RBC Bearings IncRBC388,166$116.1M2.01%
6Onto Innovation Inc.ONTO671,714$112.0M1.94%
7Descartes Systems Group Inc.249906108971,487$110.4M1.91%
8Texas Roadhouse IncTXRH603,402$108.9M1.89%
9Globus Med IncGMED1,202,931$99.5M1.73%
10Exponent IncEXPO1,041,726$92.8M1.61%
11Balchem CorpBCPC543,542$88.6M1.54%
12Tyler Technologies Inc.TYL151,384$87.3M1.51%
13Novanta IncNOVTU565,073$86.3M1.50%
14Ollies Bargain Outlet Holdings Inc.681116109690,997$75.8M1.32%
15ESCO Technologies Inc.ESE557,618$74.3M1.29%
16Trex Company, Inc.TREX1,065,977$73.6M1.28%
17Construction Partners Inc.ROAD822,346$72.7M1.26%
18Casella Waste Systems, Inc.CWST684,056$72.4M1.26%
19SPS Commerce IncSPSC386,428$71.1M1.23%
20Healthequity IncHQY706,676$67.8M1.18%
21ExlService Holdings Inc.EXLS1,435,904$63.7M1.11%
22Siteone Landscape Supply IncSITE472,398$62.2M1.08%
23Aaon IncAAON524,774$61.8M1.07%
24Kinsale Capital Group Inc49714P108127,809$59.4M1.03%
25Agilysys IncAGYS442,522$58.3M1.01%
26Blackbaud IncBLKB770,788$57.0M0.99%
27Texas Roadhouse IncTXRH304,767$55.0M0.95%
28RBC Bearings IncRBC183,055$54.8M0.95%
29Onto Innovation Inc.ONTO328,304$54.7M0.95%
30J&J Snack Foods CorpJJSF346,213$53.7M0.93%
31Lemaitre Vascular Inc.LMAT578,499$53.3M0.92%
32Bio-Techne CorpTECH732,836$52.8M0.92%
33Alarm.com Holdings Inc.ALRM863,797$52.5M0.91%
34Descartes Systems Group Inc.249906108459,772$52.2M0.91%
35Vertex IncVERX953,786$50.9M0.88%
36Globus Med IncGMED579,045$47.9M0.83%
37SPX Technologies, Inc.SPXC298,513$43.4M0.75%
38Exponent IncEXPO485,261$43.2M0.75%
39Eplus IncPLUS583,161$43.1M0.75%
40Axon Enterprise IncAXON70,761$42.1M0.73%
41Bright Horizons Family Solutions Inc Del109194100377,841$41.9M0.73%
42Balchem CorpBCPC256,350$41.8M0.72%
43Novanta IncNOVTU273,302$41.8M0.72%
44Vericel CorporationVCEL731,970$40.2M0.70%
45Copart IncCPRT663,309$38.1M0.66%
46Certara IncCERT3,550,570$37.8M0.66%
47Dorman Products Inc.258278100287,717$37.3M0.65%
48ESCO Technologies Inc.ESE278,058$37.0M0.64%
49Casella Waste Systems, Inc.CWST341,475$36.1M0.63%
50SPS Commerce IncSPSC195,373$35.9M0.62%
51Blackline IncBL590,843$35.9M0.62%
52Ollies Bargain Outlet Holdings Inc.681116109323,426$35.5M0.62%
53Tyler Technologies Inc.TYL59,149$34.1M0.59%
54Trex Company, Inc.TREX493,920$34.1M0.59%
55Amphenol Corporation032095101490,622$34.1M0.59%
56WD-40 Co.WDFC139,545$33.9M0.59%
57Digi International Inc.2537981021,091,351$33.0M0.57%
58Healthequity IncHQY342,227$32.8M0.57%
59DoubleVerify Holdings IncDV1,702,911$32.7M0.57%
60Axos Financial IncAX467,697$32.7M0.57%
61Marten Transport Ltd.MRTN2,081,707$32.5M0.56%
62O'Reilly Automotive Inc.67103H10727,368$32.5M0.56%
63Siteone Landscape Supply IncSITE240,496$31.7M0.55%
64Donaldson Co IncDCI467,481$31.5M0.55%
65Fiserv Inc.FISV146,316$30.1M0.52%
66Agilysys IncAGYS223,422$29.4M0.51%
67Valvoline IncVVV799,951$28.9M0.50%
68FirstService Corp.FSV158,881$28.8M0.50%
69Blackbaud IncBLKB386,599$28.6M0.50%
70I3 Verticals INCIIIV1,192,091$27.5M0.48%
71Keysight Technologies, Inc.KEYS164,914$26.5M0.46%
72Lemaitre Vascular Inc.LMAT287,083$26.5M0.46%
73Gartner Inc.IT54,247$26.3M0.46%
74J&J Snack Foods CorpJJSF163,420$25.4M0.44%
75Hamilton Lane IncHLNE170,852$25.3M0.44%
76Alarm.com Holdings Inc.ALRM410,380$25.0M0.43%
77Rollins IncROL517,471$24.0M0.42%
78Burlington Stores Inc.BURL83,767$23.9M0.41%
79Palomar Holdings IncPLMR225,402$23.8M0.41%
80Vertex IncVERX437,698$23.4M0.41%
81Bio-Techne CorpTECH323,914$23.3M0.40%
82Verisk Analytics, Inc.VRSK84,670$23.3M0.40%
83CBIZ Inc.CBZ280,963$23.0M0.40%
84Heico CorpHEI-A121,811$22.7M0.39%
85Ryan Specialty Holdings IncRYAN343,971$22.1M0.38%
86SPX Technologies, Inc.SPXC148,664$21.6M0.38%
87Eplus IncPLUS290,132$21.4M0.37%
88Watsco IncWSO-B44,887$21.3M0.37%
89Church & Dwight Co Inc.CHD201,326$21.1M0.37%
90Pool CorporationPOOL61,217$20.9M0.36%
91Bright Horizons Family Solutions Inc Del109194100188,177$20.9M0.36%
92Costar Group IncCSGP285,604$20.4M0.35%
93Vericel CorporationVCEL367,818$20.2M0.35%
94NV5 Global Inc.62945V1091,044,309$19.7M0.34%
95Certara IncCERT1,777,989$18.9M0.33%
96Cadence Design Systems, Inc.CDNS63,017$18.9M0.33%
97Dorman Products Inc.258278100143,054$18.5M0.32%
98Advanced Drainage System Inc00790R104153,114$17.7M0.31%
99Idex Corporation45167R10483,417$17.5M0.30%
100Blackline IncBL286,181$17.4M0.30%
101Intuit IncINTU27,536$17.3M0.30%
102WD-40 Co.WDFC69,515$16.9M0.29%
103Roper Technologies IncROP32,281$16.8M0.29%
104DoubleVerify Holdings IncDV871,250$16.7M0.29%
105Mesa Laboratories Inc.59064R109126,450$16.7M0.29%
106Marten Transport Ltd.MRTN1,058,573$16.5M0.29%
107Digi International Inc.253798102543,799$16.4M0.29%
108Broadridge Financial Solutions Inc.11133T10372,279$16.3M0.28%
109Azenta IncAZTA325,953$16.3M0.28%
110Steris PLCSTE79,147$16.3M0.28%
111Axos Financial IncAX232,203$16.2M0.28%
112Hubspot IncHUBS23,050$16.1M0.28%
113Neogen CorpNEOG1,318,700$16.0M0.28%
114Intercontinental Exchange Inc45866F104107,043$16.0M0.28%
115Grocery Outlet Holding Corp.GO1,001,683$15.6M0.27%
116Donaldson Co IncDCI230,862$15.5M0.27%
117WillScot Holdings CorporationWSC455,342$15.2M0.26%
118Valvoline IncVVV420,502$15.2M0.26%
119Monolithic Power Systems Inc.60983910525,698$15.2M0.26%
120Biolife Solutions Inc.BLFS572,121$14.9M0.26%
121ISHARES TR46428764850,790$14.6M0.25%
122FirstService Corp.FSV79,027$14.3M0.25%
123Repligen CorporationRGEN95,401$13.7M0.24%
124I3 Verticals INCIIIV593,069$13.7M0.24%
125IDEXX Laboratories Inc.45168D10432,341$13.4M0.23%
126UFP Technologies Inc.UFPT53,304$13.0M0.23%
127Hamilton Lane IncHLNE85,735$12.7M0.22%
128Raymond James Financial Inc.75473010976,625$11.9M0.21%
129Palomar Holdings IncPLMR110,979$11.7M0.20%
130CBIZ Inc.CBZ142,444$11.7M0.20%
131Option Care Health IncOPCH483,511$11.2M0.19%
132EPAM Systems Inc.EPAM47,622$11.1M0.19%
133Old Dominion Freight Line Inc.ODFL62,611$11.0M0.19%
134Axon Enterprise IncAXON18,427$11.0M0.19%
135NV5 Global Inc.62945V109574,166$10.8M0.19%
136Staar Surgical CoSTAA435,378$10.6M0.18%
137Amphenol Corporation032095101150,206$10.4M0.18%
138O'Reilly Automotive Inc.67103H1078,594$10.2M0.18%
139Fox Factory Holding CorporationFOXF336,360$10.2M0.18%
140Vulcan Materials Company92916010939,201$10.1M0.17%
141Copart IncCPRT166,530$9.6M0.17%
142Fiserv Inc.FISV44,869$9.2M0.16%
143Gartner Inc.IT18,391$8.9M0.15%
144Grocery Outlet Holding Corp.GO544,531$8.5M0.15%
145Barnes Group Inc.067806109179,364$8.5M0.15%
146Ulta Beauty IncULTA19,487$8.5M0.15%
147Neogen CorpNEOG686,609$8.3M0.14%
148Freshpet IncFRPT55,882$8.3M0.14%
149Mesa Laboratories Inc.59064R10962,563$8.3M0.14%
150Azenta IncAZTA162,689$8.1M0.14%
151WillScot Holdings CorporationWSC238,057$8.0M0.14%
152Verisk Analytics, Inc.VRSK28,558$7.9M0.14%
153Fair Isaac CorporationFICO3,838$7.6M0.13%
154Ansys Inc03662Q10522,196$7.5M0.13%
155Heico CorpHEI-A39,993$7.4M0.13%
156Global Payments Inc37940X10265,477$7.3M0.13%
157Biolife Solutions Inc.BLFS280,620$7.3M0.13%
158The Cooper Companies, Inc.21664850177,943$7.2M0.12%
159Keysight Technologies, Inc.KEYS42,161$6.8M0.12%
160Cadence Design Systems, Inc.CDNS21,350$6.4M0.11%
161Rollins IncROL138,219$6.4M0.11%
162DexCom IncDXCM82,262$6.4M0.11%
163UFP Technologies Inc.UFPT26,098$6.4M0.11%
164Axon Enterprise IncAXON10,401$6.2M0.11%
165Option Care Health IncOPCH260,009$6.0M0.10%
166Burlington Stores Inc.BURL20,814$5.9M0.10%
167Roper Technologies IncROP10,896$5.7M0.10%
168Trimble IncTRMB78,546$5.6M0.10%
169Staar Surgical CoSTAA227,447$5.5M0.10%
170Steris PLCSTE26,828$5.5M0.10%
171Broadridge Financial Solutions Inc.11133T10324,325$5.5M0.10%
172Fox Factory Holding CorporationFOXF181,592$5.5M0.10%
173Idex Corporation45167R10426,218$5.5M0.10%
174Ryan Specialty Holdings IncRYAN85,390$5.5M0.10%
175Hubspot IncHUBS7,799$5.4M0.09%
176Intercontinental Exchange Inc45866F10436,031$5.4M0.09%
177Pool CorporationPOOL15,526$5.3M0.09%
178ExlService Holdings Inc.EXLS118,926$5.3M0.09%
179Watsco IncWSO-B10,681$5.1M0.09%
180Intuit IncINTU7,799$4.9M0.09%
181Church & Dwight Co Inc.CHD46,587$4.9M0.08%
182Lululemon Athletica Inc.LULU12,600$4.8M0.08%
183SS&C Technologies Holdings Inc.SSNC63,038$4.8M0.08%
184Align Technology Inc.ALGN22,793$4.8M0.08%
185Costar Group IncCSGP66,002$4.7M0.08%
186Advanced Drainage System Inc00790R10439,984$4.6M0.08%
187IDEXX Laboratories Inc.45168D10410,989$4.5M0.08%
188Bentley Systems IncorporatedBSY94,405$4.4M0.08%
189Aaon IncAAON37,333$4.4M0.08%
190Copart IncCPRT75,226$4.3M0.07%
191Tyler Technologies Inc.TYL7,370$4.2M0.07%
192Fair Isaac CorporationFICO2,108$4.2M0.07%
193Barnes Group Inc.06780610987,320$4.1M0.07%
194Old Dominion Freight Line Inc.ODFL21,996$3.9M0.07%
195Exponent IncEXPO42,689$3.8M0.07%
196RBC Bearings IncRBC12,444$3.7M0.06%
197Monolithic Power Systems Inc.6098391056,077$3.6M0.06%
198Watsco IncWSO-B7,491$3.5M0.06%
199Fortune Brands Innovations IncFBIN50,215$3.4M0.06%
200Burlington Stores Inc.BURL12,001$3.4M0.06%
201Vulcan Materials Company92916010913,295$3.4M0.06%
202Marvell Technology IncMRVL30,905$3.4M0.06%
203Ryan Specialty Holdings IncRYAN50,784$3.3M0.06%
204Balchem CorpBCPC19,854$3.2M0.06%
205Descartes Systems Group Inc.24990610827,869$3.2M0.05%
206Raymond James Financial Inc.75473010920,194$3.1M0.05%
207Microsoft Corp.MSFT7,412$3.1M0.05%
208Keysight Technologies, Inc.KEYS19,371$3.1M0.05%
209Kinsale Capital Group Inc49714P1086,605$3.1M0.05%
210Costco Wholesale Corporation22160K1053,304$3.0M0.05%
211Church & Dwight Co Inc.CHD28,559$3.0M0.05%
212The TJX Companies Inc.87254010924,676$3.0M0.05%
213Repligen CorporationRGEN20,572$3.0M0.05%
214Pool CorporationPOOL8,296$2.8M0.05%
215Repligen CorporationRGEN19,612$2.8M0.05%
216Freshpet IncFRPT19,017$2.8M0.05%
217Rollins IncROL60,587$2.8M0.05%
218Globus Med IncGMED33,861$2.8M0.05%
219Costar Group IncCSGP39,065$2.8M0.05%
220ISHARES TR46428748121,843$2.8M0.05%
221EPAM Systems Inc.EPAM11,816$2.8M0.05%
222Monolithic Power Systems Inc.6098391054,564$2.7M0.05%
223Ollies Bargain Outlet Holdings Inc.68111610924,123$2.6M0.05%
224Global Payments Inc37940X10223,281$2.6M0.05%
225Visa IncV8,046$2.5M0.04%
226Lowes Companies, Inc.54866110710,285$2.5M0.04%
227Ansys Inc03662Q1057,438$2.5M0.04%
228Vertex IncVERX46,104$2.5M0.04%
229The Cooper Companies, Inc.21664850126,484$2.4M0.04%
230Generac Holdings Inc.GNRC15,633$2.4M0.04%
231Thermo Fisher Scientific IncTMO4,616$2.4M0.04%
232Bio-Techne CorpTECH33,185$2.4M0.04%
233DexCom IncDXCM30,715$2.4M0.04%
234Advanced Drainage System Inc00790R10420,552$2.4M0.04%
235Walmart IncWMT26,065$2.4M0.04%
236Ulta Beauty IncULTA5,333$2.3M0.04%
237Alphabet Inc.GOOG12,132$2.3M0.04%
238Trex Company, Inc.TREX32,299$2.2M0.04%
239MarketAxess Holdings Inc.MKTX9,818$2.2M0.04%
240Danaher Corporation2358511029,667$2.2M0.04%
241Novanta IncNOVTU14,263$2.2M0.04%
242Intuitive Surgical Inc.ISRG3,698$1.9M0.03%
243Trimble IncTRMB26,399$1.9M0.03%
244Motorola Solutions IncMSI4,002$1.8M0.03%
245Cognex CorpCGNX50,192$1.8M0.03%
246Onto Innovation Inc.ONTO10,673$1.8M0.03%
247Charles River Laboratories International, Inc.1598641079,534$1.8M0.03%
248Salesforce Inc.CRM5,255$1.8M0.03%
249Ecolab Inc.ECL7,306$1.7M0.03%
250J&J Snack Foods CorpJJSF10,833$1.7M0.03%
251Lululemon Athletica Inc.LULU4,259$1.6M0.03%
252Align Technology Inc.ALGN7,795$1.6M0.03%
253EPAM Systems Inc.EPAM6,887$1.6M0.03%
254SS&C Technologies Holdings Inc.SSNC21,071$1.6M0.03%
255Bentley Systems IncorporatedBSY33,088$1.5M0.03%
256S&P Global IncSPGI2,935$1.5M0.03%
257Alarm.com Holdings Inc.ALRM23,841$1.4M0.03%
258Vanguard Index Funds9229085955,157$1.4M0.03%
259Certara IncCERT130,041$1.4M0.02%
260Microchip Technology IncorporatedMCHPP22,626$1.3M0.02%
261MarketAxess Holdings Inc.MKTX5,678$1.3M0.02%
262Veralto Corp.VLTO12,111$1.2M0.02%
263Edwards Lifesciences CorporationEW15,230$1.1M0.02%
264Fortune Brands Innovations IncFBIN16,485$1.1M0.02%
265Generac Holdings Inc.GNRC5,312$823,6260.01%
266Adobe IncADBE1,748$777,3010.01%
267Cognex CorpCGNX17,101$613,2420.01%
268Charles River Laboratories International, Inc.1598641073,256$601,0580.01%
269iShare Trust4642876064,968$451,7790.01%
270iShare Trust4642878871,595$215,9490.00%