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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 Q1 2025 · Filed May 9, 2025 · Accession 0001009232-25-000005

Total Value
$5.35B
Positions
261
Other Managers
2
Confidential Omitted
No
View on SEC.gov

Holdings (261)

#IssuerTicker / CUSIPSharesValue% of Filing
1ExlService Holdings Inc.EXLS3,101,696$146.4M2.74%
2Kinsale Capital Group Inc49714P108270,912$131.9M2.46%
3RBC Bearings IncRBC392,749$126.4M2.36%
4Construction Partners Inc.ROAD1,636,688$117.6M2.20%
5Texas Roadhouse IncTXRH601,630$100.2M1.87%
6Aaon IncAAON1,267,779$99.1M1.85%
7Descartes Systems Group Inc.249906108977,660$98.6M1.84%
8Exponent IncEXPO1,159,924$94.0M1.76%
9Balchem CorpBCPC552,742$91.8M1.71%
10Globus Med IncGMED1,217,594$89.1M1.66%
11Tyler Technologies Inc.TYL152,381$88.6M1.65%
12ESCO Technologies Inc.ESE555,728$88.4M1.65%
13Onto Innovation Inc.ONTO675,343$81.9M1.53%
14Ollies Bargain Outlet Holdings Inc.681116109699,642$81.4M1.52%
15Novanta IncNOVTU623,464$79.7M1.49%
16Casella Waste Systems, Inc.CWST682,680$76.1M1.42%
17ExlService Holdings Inc.EXLS1,435,321$67.8M1.27%
18Trex Company, Inc.TREX1,071,630$62.3M1.16%
19Healthequity IncHQY702,522$62.1M1.16%
20Kinsale Capital Group Inc49714P108127,225$61.9M1.16%
21Construction Partners Inc.ROAD822,346$59.1M1.10%
22RBC Bearings IncRBC183,055$58.9M1.10%
23Siteone Landscape Supply IncSITE468,775$56.9M1.06%
24Texas Roadhouse IncTXRH304,767$50.8M0.95%
25SPS Commerce IncSPSC380,328$50.5M0.94%
26Alarm.com Holdings Inc.ALRM873,753$48.6M0.91%
27Lemaitre Vascular Inc.LMAT576,666$48.4M0.90%
28Bright Horizons Family Solutions Inc Del109194100378,115$48.0M0.90%
29Vertex IncVERX1,361,016$47.6M0.89%
30Blackbaud IncBLKB759,471$47.1M0.88%
31Descartes Systems Group Inc.249906108459,772$46.4M0.87%
32Aaon IncAAON583,402$45.6M0.85%
33J&J Snack Foods CorpJJSF345,721$45.5M0.85%
34ESCO Technologies Inc.ESE278,058$44.2M0.83%
35Exponent IncEXPO535,414$43.4M0.81%
36Bio-Techne CorpTECH738,502$43.3M0.81%
37Balchem CorpBCPC256,350$42.6M0.79%
38Globus Med IncGMED579,045$42.4M0.79%
39Vericel CorporationVCEL908,881$40.6M0.76%
40WD-40 Co.WDFC165,108$40.3M0.75%
41FirstService Corp.FSV241,230$40.0M0.75%
42Onto Innovation Inc.ONTO328,304$39.8M0.74%
43SPX Technologies, Inc.SPXC297,883$38.4M0.72%
44Copart IncCPRT673,847$38.1M0.71%
45Casella Waste Systems, Inc.CWST341,475$38.1M0.71%
46Ollies Bargain Outlet Holdings Inc.681116109323,426$37.6M0.70%
47Novanta IncNOVTU292,771$37.4M0.70%
48Certara IncCERT3,751,437$37.1M0.69%
49Agilysys IncAGYS507,393$36.8M0.69%
50Axon Enterprise IncAXON68,271$35.9M0.67%
51Eplus IncPLUS582,084$35.5M0.66%
52Dorman Products Inc.258278100287,675$34.7M0.65%
53Tyler Technologies Inc.TYL59,029$34.3M0.64%
54O'Reilly Automotive Inc.67103H10723,730$34.0M0.63%
55Rollins IncROL589,912$31.9M0.60%
56Fiserv Inc.FISV142,199$31.4M0.59%
57Amphenol Corporation032095101476,572$31.3M0.58%
58Donaldson Co IncDCI465,799$31.2M0.58%
59Digi International Inc.2537981021,090,862$30.4M0.57%
60Healthequity IncHQY341,232$30.2M0.56%
61Axos Financial IncAX466,106$30.1M0.56%
62I3 Verticals INCIIIV1,193,301$29.4M0.55%
63Siteone Landscape Supply IncSITE240,496$29.2M0.55%
64Valvoline IncVVV832,157$29.0M0.54%
65Marten Transport Ltd.MRTN2,096,930$28.8M0.54%
66Trex Company, Inc.TREX493,920$28.7M0.54%
67Blackline IncBL588,978$28.5M0.53%
68Keysight Technologies, Inc.KEYS184,176$27.6M0.52%
69Ryan Specialty Holdings IncRYAN355,742$26.3M0.49%
70SPS Commerce IncSPSC195,373$25.9M0.48%
71Heico CorpHEI-A122,280$25.8M0.48%
72Hamilton Lane IncHLNE171,522$25.5M0.48%
73Verisk Analytics, Inc.VRSK82,142$24.4M0.46%
74Lemaitre Vascular Inc.LMAT287,083$24.1M0.45%
75Watsco IncWSO-B47,270$24.0M0.45%
76Blackbaud IncBLKB386,599$24.0M0.45%
77Bright Horizons Family Solutions Inc Del109194100188,177$23.9M0.45%
78Costar Group IncCSGP295,030$23.4M0.44%
79Church & Dwight Co Inc.CHD207,461$22.8M0.43%
80Alarm.com Holdings Inc.ALRM410,380$22.8M0.43%
81Palomar Holdings IncPLMR164,753$22.6M0.42%
82NV5 Global Inc.62945V1091,152,137$22.2M0.41%
83Gartner Inc.IT52,760$22.1M0.41%
84Vertex IncVERX618,340$21.6M0.40%
85CBIZ Inc.CBZ282,560$21.4M0.40%
86J&J Snack Foods CorpJJSF162,673$21.4M0.40%
87Burlington Stores Inc.BURL85,957$20.5M0.38%
88Vericel CorporationVCEL456,863$20.4M0.38%
89WD-40 Co.WDFC83,089$20.3M0.38%
90FirstService Corp.FSV121,063$20.1M0.38%
91Pool CorporationPOOL62,823$20.0M0.37%
92SPX Technologies, Inc.SPXC148,664$19.1M0.36%
93Bio-Techne CorpTECH323,914$19.0M0.35%
94Agilysys IncAGYS257,970$18.7M0.35%
95Roper Technologies IncROP31,397$18.5M0.35%
96Option Care Health IncOPCH522,804$18.3M0.34%
97Cadence Design Systems, Inc.CDNS71,475$18.2M0.34%
98Intercontinental Exchange Inc45866F104104,007$17.9M0.34%
99Eplus IncPLUS288,806$17.6M0.33%
100Certara IncCERT1,777,989$17.6M0.33%
101Steris PLCSTE77,226$17.5M0.33%
102Advanced Drainage System Inc00790R104158,889$17.3M0.32%
103Dorman Products Inc.258278100143,054$17.2M0.32%
104Broadridge Financial Solutions Inc.11133T10370,155$17.0M0.32%
105Intuit IncINTU26,801$16.5M0.31%
106Monolithic Power Systems Inc.60983910527,384$15.9M0.30%
107Donaldson Co IncDCI229,806$15.4M0.29%
108Digi International Inc.253798102543,799$15.1M0.28%
109Mesa Laboratories Inc.59064R109126,749$15.0M0.28%
110Axos Financial IncAX231,142$14.9M0.28%
111Hubspot IncHUBS25,714$14.7M0.27%
112Valvoline IncVVV420,502$14.6M0.27%
113I3 Verticals INCIIIV593,069$14.6M0.27%
114Marten Transport Ltd.MRTN1,058,573$14.5M0.27%
115Blackline IncBL286,055$13.9M0.26%
116Idex Corporation45167R10474,729$13.5M0.25%
117IDEXX Laboratories Inc.45168D10431,697$13.3M0.25%
118Biolife Solutions Inc.BLFS571,507$13.1M0.24%
119Repligen CorporationRGEN101,688$12.9M0.24%
120WillScot Holdings CorporationWSC463,954$12.9M0.24%
121Hamilton Lane IncHLNE85,735$12.7M0.24%
122Neogen CorpNEOG1,324,806$11.5M0.21%
123Palomar Holdings IncPLMR81,424$11.2M0.21%
124Azenta IncAZTA319,917$11.1M0.21%
125NV5 Global Inc.62945V109571,542$11.0M0.21%
126ISHARES TR46428764842,701$10.9M0.20%
127O'Reilly Automotive Inc.67103H1077,543$10.8M0.20%
128CBIZ Inc.CBZ142,444$10.8M0.20%
129UFP Technologies Inc.UFPT53,168$10.7M0.20%
130EPAM Systems Inc.EPAM63,369$10.7M0.20%
131Raymond James Financial Inc.75473010974,479$10.3M0.19%
132Old Dominion Freight Line Inc.ODFL60,136$9.9M0.19%
133Fiserv Inc.FISV44,491$9.8M0.18%
134Amphenol Corporation032095101148,939$9.8M0.18%
135Copart IncCPRT165,126$9.3M0.17%
136Fair Isaac CorporationFICO5,024$9.3M0.17%
137Option Care Health IncOPCH258,821$9.0M0.17%
138Axon Enterprise IncAXON16,907$8.9M0.17%
139Vulcan Materials Company92916010938,090$8.9M0.17%
140Verisk Analytics, Inc.VRSK28,317$8.4M0.16%
141Heico CorpHEI-A39,652$8.4M0.16%
142Fox Factory Holding CorporationFOXF357,882$8.4M0.16%
143Rollins IncROL151,780$8.2M0.15%
144DoubleVerify Holdings IncDV606,614$8.1M0.15%
145Gartner Inc.IT18,234$7.7M0.14%
146Mesa Laboratories Inc.59064R10962,563$7.4M0.14%
147Keysight Technologies, Inc.KEYS45,992$6.9M0.13%
148Ulta Beauty IncULTA18,139$6.6M0.12%
149WillScot Holdings CorporationWSC236,969$6.6M0.12%
150Biolife Solutions Inc.BLFS280,620$6.4M0.12%
151Roper Technologies IncROP10,804$6.4M0.12%
152The Cooper Companies, Inc.21664850175,227$6.3M0.12%
153Cadence Design Systems, Inc.CDNS24,802$6.3M0.12%
154Ryan Specialty Holdings IncRYAN84,671$6.3M0.12%
155Intercontinental Exchange Inc45866F10435,726$6.2M0.12%
156Steris PLCSTE26,599$6.0M0.11%
157DexCom IncDXCM87,616$6.0M0.11%
158Neogen CorpNEOG686,609$6.0M0.11%
159Broadridge Financial Solutions Inc.11133T10324,120$5.8M0.11%
160Datadog IncDDOG57,217$5.7M0.11%
161Azenta IncAZTA161,945$5.6M0.10%
162ExlService Holdings Inc.EXLS118,548$5.6M0.10%
163Axon Enterprise IncAXON10,538$5.5M0.10%
164Watsco IncWSO-B10,591$5.4M0.10%
165UFP Technologies Inc.UFPT26,098$5.3M0.10%
166Costar Group IncCSGP65,439$5.2M0.10%
167SS&C Technologies Holdings Inc.SSNC60,931$5.1M0.10%
168Church & Dwight Co Inc.CHD46,189$5.1M0.09%
169Hubspot IncHUBS8,897$5.1M0.09%
170Trimble IncTRMB76,189$5.0M0.09%
171Burlington Stores Inc.BURL20,636$4.9M0.09%
172Pool CorporationPOOL15,394$4.9M0.09%
173Intuit IncINTU7,732$4.7M0.09%
174Idex Corporation45167R10425,994$4.7M0.09%
175Tyler Technologies Inc.TYL8,063$4.7M0.09%
176Copart IncCPRT82,301$4.7M0.09%
177IDEXX Laboratories Inc.45168D10410,897$4.6M0.09%
178RBC Bearings IncRBC13,614$4.4M0.08%
179Freshpet IncFRPT52,437$4.4M0.08%
180Advanced Drainage System Inc00790R10439,643$4.3M0.08%
181Fair Isaac CorporationFICO2,291$4.2M0.08%
182Fox Factory Holding CorporationFOXF180,762$4.2M0.08%
183Watsco IncWSO-B8,195$4.2M0.08%
184DoubleVerify Holdings IncDV309,680$4.1M0.08%
185Rollins IncROL76,000$4.1M0.08%
186Ryan Specialty Holdings IncRYAN55,557$4.1M0.08%
187Exponent IncEXPO50,490$4.1M0.08%
188Global Payments Inc37940X10239,584$3.9M0.07%
189Aaon IncAAON46,547$3.6M0.07%
190Bentley Systems IncorporatedBSY91,851$3.6M0.07%
191Old Dominion Freight Line Inc.ODFL21,811$3.6M0.07%
192Balchem CorpBCPC21,721$3.6M0.07%
193Kinsale Capital Group Inc49714P1087,226$3.5M0.07%
194Monolithic Power Systems Inc.6098391056,025$3.5M0.07%
195Keysight Technologies, Inc.KEYS23,219$3.5M0.06%
196Align Technology Inc.ALGN21,827$3.5M0.06%
197Lululemon Athletica Inc.LULU12,244$3.5M0.06%
198Church & Dwight Co Inc.CHD31,238$3.4M0.06%
199Costar Group IncCSGP42,736$3.4M0.06%
200Burlington Stores Inc.BURL13,129$3.1M0.06%
201Vulcan Materials Company92916010913,183$3.1M0.06%
202Descartes Systems Group Inc.24990610830,489$3.1M0.06%
203Costco Wholesale Corporation22160K1053,248$3.1M0.06%
204Ollies Bargain Outlet Holdings Inc.68111610926,391$3.1M0.06%
205Fortune Brands Innovations IncFBIN48,733$3.0M0.06%
206The TJX Companies Inc.87254010924,247$3.0M0.06%
207Pool CorporationPOOL9,076$2.9M0.05%
208Monolithic Power Systems Inc.6098391054,979$2.9M0.05%
209Raymond James Financial Inc.75473010920,022$2.8M0.05%
210Visa IncV7,906$2.8M0.05%
211Microsoft Corp.MSFT7,279$2.7M0.05%
212Repligen CorporationRGEN21,457$2.7M0.05%
213Globus Med IncGMED37,008$2.7M0.05%
214MarketAxess Holdings Inc.MKTX12,475$2.7M0.05%
215EPAM Systems Inc.EPAM15,770$2.7M0.05%
216Repligen CorporationRGEN20,398$2.6M0.05%
217Advanced Drainage System Inc00790R10422,470$2.4M0.05%
218ISHARES TR46428748119,376$2.3M0.04%
219Novanta IncNOVTU17,800$2.3M0.04%
220Thermo Fisher Scientific IncTMO4,537$2.3M0.04%
221Walmart IncWMT25,601$2.2M0.04%
222Vertex IncVERX63,849$2.2M0.04%
223The Cooper Companies, Inc.21664850126,261$2.2M0.04%
224Bio-Techne CorpTECH36,303$2.1M0.04%
225Intuitive Surgical Inc.ISRG4,251$2.1M0.04%
226DexCom IncDXCM30,456$2.1M0.04%
227Trex Company, Inc.TREX35,334$2.1M0.04%
228Datadog IncDDOG19,894$2.0M0.04%
229Lowes Companies, Inc.5486611078,462$2.0M0.04%
230Danaher Corporation2358511029,497$1.9M0.04%
231Generac Holdings Inc.GNRC15,319$1.9M0.04%
232Ulta Beauty IncULTA5,287$1.9M0.04%
233Marvell Technology IncMRVL30,359$1.9M0.03%
234Alphabet Inc.GOOG11,920$1.8M0.03%
235Ecolab Inc.ECL7,176$1.8M0.03%
236SS&C Technologies Holdings Inc.SSNC20,892$1.7M0.03%
237Motorola Solutions IncMSI3,934$1.7M0.03%
238Trimble IncTRMB26,176$1.7M0.03%
239EPAM Systems Inc.EPAM9,473$1.6M0.03%
240Freshpet IncFRPT18,857$1.6M0.03%
241J&J Snack Foods CorpJJSF11,852$1.6M0.03%
242S&P Global IncSPGI2,884$1.5M0.03%
243Alarm.com Holdings Inc.ALRM26,083$1.5M0.03%
244Charles River Laboratories International, Inc.1598641079,568$1.4M0.03%
245Cognex CorpCGNX48,167$1.4M0.03%
246Onto Innovation Inc.ONTO11,676$1.4M0.03%
247Certara IncCERT142,263$1.4M0.03%
248Salesforce Inc.CRM5,164$1.4M0.03%
249Global Payments Inc37940X10213,734$1.3M0.03%
250MarketAxess Holdings Inc.MKTX6,212$1.3M0.03%
251Bentley Systems IncorporatedBSY32,809$1.3M0.02%
252Align Technology Inc.ALGN7,729$1.2M0.02%
253Lululemon Athletica Inc.LULU4,224$1.2M0.02%
254Veralto Corp.VLTO11,896$1.2M0.02%
255Edwards Lifesciences CorporationEW14,962$1.1M0.02%
256Fortune Brands Innovations IncFBIN16,346$995,1440.02%
257Generac Holdings Inc.GNRC5,267$667,0660.01%
258Adobe IncADBE1,717$658,5210.01%
259Microchip Technology IncorporatedMCHPP11,108$537,7380.01%
260Cognex CorpCGNX16,957$505,8270.01%
261Charles River Laboratories International, Inc.1598641073,229$486,0290.01%