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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 2025 · Filed August 5, 2025 · Accession 0001009232-25-000010

Total Value
$5.97B
Positions
258
Other Managers
2
Confidential Omitted
No
View on SEC.gov

Holdings (258)

#IssuerTicker / CUSIPSharesValue% of Filing
1RBC Bearings IncRBC409,591$157.6M2.64%
2Construction Partners Inc.ROAD1,391,814$147.9M2.48%
3ExlService Holdings Inc.EXLS3,245,980$142.1M2.38%
4Texas Roadhouse IncTXRH614,423$115.1M1.93%
5ESCO Technologies Inc.ESE566,399$108.7M1.82%
6Kinsale Capital Group Inc49714P108221,139$107.0M1.79%
7Descartes Systems Group Inc.2499061081,015,978$103.3M1.73%
8Aaon IncAAON1,319,906$97.3M1.63%
9Ollies Bargain Outlet Holdings Inc.681116109731,341$96.4M1.61%
10Tyler Technologies Inc.TYL160,343$95.1M1.59%
11Balchem CorpBCPC579,375$92.2M1.54%
12Exponent IncEXPO1,211,741$90.5M1.52%
13Construction Partners Inc.ROAD772,965$82.2M1.38%
14Novanta IncNOVTU635,548$81.9M1.37%
15Casella Waste Systems, Inc.CWST695,498$80.2M1.34%
16RBC Bearings IncRBC208,403$80.2M1.34%
17Globus Med IncGMED1,339,798$79.1M1.32%
18Healthequity IncHQY716,603$75.1M1.26%
19ExlService Holdings Inc.EXLS1,634,731$71.6M1.20%
20Onto Innovation Inc.ONTO694,832$70.1M1.17%
21Vertex IncVERX1,952,670$69.0M1.16%
22Texas Roadhouse IncTXRH346,967$65.0M1.09%
23Trex Company, Inc.TREX1,120,750$60.9M1.02%
24ESCO Technologies Inc.ESE316,560$60.7M1.02%
25Agilysys IncAGYS521,596$59.8M1.00%
26Siteone Landscape Supply IncSITE486,388$58.8M0.99%
27Kinsale Capital Group Inc49714P108111,621$54.0M0.90%
28SPS Commerce IncSPSC396,605$54.0M0.90%
29Descartes Systems Group Inc.249906108523,436$53.2M0.89%
30SPX Technologies, Inc.SPXC303,499$50.9M0.85%
31Blackbaud IncBLKB781,615$50.2M0.84%
32Aaon IncAAON664,777$49.0M0.82%
33Lemaitre Vascular Inc.LMAT588,403$48.9M0.82%
34Vericel CorporationVCEL1,142,226$48.6M0.81%
35Ollies Bargain Outlet Holdings Inc.681116109368,210$48.5M0.81%
36Axon Enterprise IncAXON58,490$48.4M0.81%
37Bright Horizons Family Solutions Inc Del109194100385,235$47.6M0.80%
38Alarm.com Holdings Inc.ALRM837,658$47.4M0.79%
39Valvoline IncVVV1,248,462$47.3M0.79%
40Balchem CorpBCPC291,847$46.5M0.78%
41Certara IncCERT3,931,496$46.0M0.77%
42Exponent IncEXPO609,518$45.5M0.76%
43Casella Waste Systems, Inc.CWST388,759$44.9M0.75%
44FirstService Corp.FSV246,795$43.1M0.72%
45Novanta IncNOVTU333,500$43.0M0.72%
46Eplus IncPLUS591,548$42.7M0.71%
47Globus Med IncGMED701,571$41.4M0.69%
48Healthequity IncHQY391,638$41.0M0.69%
49Tyler Technologies Inc.TYL68,241$40.5M0.68%
50Repligen CorporationRGEN323,534$40.2M0.67%
51J&J Snack Foods CorpJJSF354,310$40.2M0.67%
52Bio-Techne CorpTECH775,703$39.9M0.67%
53Digi International Inc.2537981021,111,318$38.7M0.65%
54WD-40 Co.WDFC168,750$38.5M0.64%
55Onto Innovation Inc.ONTO373,764$37.7M0.63%
56Amphenol Corporation032095101372,171$36.8M0.62%
57Axos Financial IncAX475,018$36.1M0.60%
58Dorman Products Inc.258278100293,109$36.0M0.60%
59Rollins IncROL634,153$35.8M0.60%
60Copart IncCPRT718,244$35.2M0.59%
61Vertex IncVERX977,002$34.5M0.58%
62Blackline IncBL597,589$33.8M0.57%
63Agilysys IncAGYS295,041$33.8M0.57%
64I3 Verticals INCIIIV1,212,510$33.3M0.56%
65Siteone Landscape Supply IncSITE273,798$33.1M0.55%
66Donaldson Co IncDCI473,737$32.9M0.55%
67Keysight Technologies, Inc.KEYS199,929$32.8M0.55%
68Heico CorpHEI-A118,949$30.8M0.52%
69Trex Company, Inc.TREX562,312$30.6M0.51%
70SPS Commerce IncSPSC222,426$30.3M0.51%
71O'Reilly Automotive Inc.67103H107333,272$30.0M0.50%
72SPX Technologies, Inc.SPXC169,249$28.4M0.48%
73Blackbaud IncBLKB440,130$28.3M0.47%
74Marten Transport Ltd.MRTN2,150,040$27.9M0.47%
75Vericel CorporationVCEL642,701$27.3M0.46%
76Lemaitre Vascular Inc.LMAT326,835$27.1M0.45%
77Bright Horizons Family Solutions Inc Del109194100214,233$26.5M0.44%
78Valvoline IncVVV698,043$26.4M0.44%
79Alarm.com Holdings Inc.ALRM467,205$26.4M0.44%
80Palomar Holdings IncPLMR168,164$25.9M0.43%
81Costar Group IncCSGP320,550$25.8M0.43%
82Verisk Analytics, Inc.VRSK79,966$24.9M0.42%
83Hamilton Lane IncHLNE174,913$24.9M0.42%
84FirstService Corp.FSV137,870$24.1M0.40%
85Fiserv Inc.FISV138,197$23.8M0.40%
86Eplus IncPLUS330,306$23.8M0.40%
87Certara IncCERT2,024,185$23.7M0.40%
88Watsco IncWSO-B52,320$23.1M0.39%
89Ryan Specialty Holdings IncRYAN338,857$23.0M0.39%
90Monolithic Power Systems Inc.60983910530,590$22.4M0.37%
91Option Care Health IncOPCH688,358$22.4M0.37%
92Burlington Stores Inc.BURL94,086$21.9M0.37%
93Church & Dwight Co Inc.CHD226,440$21.8M0.36%
94Digi International Inc.253798102619,099$21.6M0.36%
95WD-40 Co.WDFC94,551$21.6M0.36%
96Cadence Design Systems, Inc.CDNS69,643$21.5M0.36%
97J&J Snack Foods CorpJJSF186,049$21.1M0.35%
98Advanced Drainage System Inc00790R104181,007$20.8M0.35%
99Gartner Inc.IT51,342$20.8M0.35%
100CBIZ Inc.CBZ287,836$20.6M0.35%
101Intuit IncINTU26,031$20.5M0.34%
102Hubspot IncHUBS36,536$20.3M0.34%
103Axos Financial IncAX264,356$20.1M0.34%
104Dorman Products Inc.258278100162,862$20.0M0.33%
105Pool CorporationPOOL68,160$19.9M0.33%
106Bio-Techne CorpTECH368,766$19.0M0.32%
107I3 Verticals INCIIIV675,191$18.6M0.31%
108Intercontinental Exchange Inc45866F104101,044$18.5M0.31%
109Blackline IncBL326,736$18.5M0.31%
110Donaldson Co IncDCI262,829$18.2M0.31%
111Steris PLCSTE75,120$18.0M0.30%
112Roper Technologies IncROP30,551$17.3M0.29%
113Repligen CorporationRGEN138,015$17.2M0.29%
114Broadridge Financial Solutions Inc.11133T10368,293$16.6M0.28%
115IDEXX Laboratories Inc.45168D10430,819$16.5M0.28%
116MACOM Technology Solutions Holdings Inc.55405Y100111,278$15.9M0.27%
117Marten Transport Ltd.MRTN1,205,153$15.7M0.26%
118Axon Enterprise IncAXON17,461$14.5M0.24%
119Amphenol Corporation032095101145,253$14.3M0.24%
120Palomar Holdings IncPLMR92,746$14.3M0.24%
121Hamilton Lane IncHLNE97,606$13.9M0.23%
122UFP Technologies Inc.UFPT54,322$13.3M0.22%
123WillScot Holdings CorporationWSC482,618$13.2M0.22%
124Idex Corporation45167R10473,030$12.8M0.21%
125Biolife Solutions Inc.BLFS582,288$12.5M0.21%
126Option Care Health IncOPCH385,288$12.5M0.21%
127NV5 Global Inc.62945V109539,703$12.5M0.21%
128Heico CorpHEI-A48,033$12.4M0.21%
129EPAM Systems Inc.EPAM69,789$12.3M0.21%
130Mesa Laboratories Inc.59064R109127,865$12.0M0.20%
131O'Reilly Automotive Inc.67103H107131,750$11.9M0.20%
132CBIZ Inc.CBZ162,168$11.6M0.19%
133Raymond James Financial Inc.75473010972,396$11.1M0.19%
134Fair Isaac CorporationFICO5,854$10.7M0.18%
135Verisk Analytics, Inc.VRSK34,303$10.7M0.18%
136Rollins IncROL183,860$10.4M0.17%
137Azenta IncAZTA334,543$10.3M0.17%
138Old Dominion Freight Line Inc.ODFL61,103$9.9M0.17%
139Copart IncCPRT200,027$9.8M0.16%
140Fox Factory Holding CorporationFOXF375,584$9.7M0.16%
141Vulcan Materials Company92916010937,138$9.7M0.16%
142ISHARES TR46428764833,830$9.7M0.16%
143DexCom IncDXCM108,739$9.5M0.16%
144Fiserv Inc.FISV53,894$9.3M0.16%
145Cadence Design Systems, Inc.CDNS30,044$9.3M0.16%
146Keysight Technologies, Inc.KEYS55,713$9.1M0.15%
147Gartner Inc.IT22,089$8.9M0.15%
148MACOM Technology Solutions Holdings Inc.55405Y10060,952$8.7M0.15%
149Ulta Beauty IncULTA17,697$8.3M0.14%
150Intercontinental Exchange Inc45866F10443,279$7.9M0.13%
151Steris PLCSTE32,221$7.7M0.13%
152Datadog IncDDOG55,482$7.5M0.12%
153WillScot Holdings CorporationWSC271,021$7.4M0.12%
154Roper Technologies IncROP13,088$7.4M0.12%
155Intuit IncINTU9,367$7.4M0.12%
156UFP Technologies Inc.UFPT29,713$7.3M0.12%
157Broadridge Financial Solutions Inc.11133T10329,218$7.1M0.12%
158IDEXX Laboratories Inc.45168D10413,200$7.1M0.12%
159NV5 Global Inc.62945V109298,905$6.9M0.12%
160Biolife Solutions Inc.BLFS319,476$6.9M0.12%
161Mesa Laboratories Inc.59064R10971,227$6.7M0.11%
162Hubspot IncHUBS11,808$6.6M0.11%
163Axon Enterprise IncAXON7,741$6.4M0.11%
164Costar Group IncCSGP79,270$6.4M0.11%
165Ryan Specialty Holdings IncRYAN90,119$6.1M0.10%
166RBC Bearings IncRBC15,236$5.9M0.10%
167Burlington Stores Inc.BURL24,998$5.8M0.10%
168ExlService Holdings Inc.EXLS132,687$5.8M0.10%
169Tyler Technologies Inc.TYL9,664$5.7M0.10%
170Azenta IncAZTA185,216$5.7M0.10%
171Watsco IncWSO-B12,829$5.7M0.09%
172Trimble IncTRMB74,239$5.6M0.09%
173Idex Corporation45167R10431,489$5.5M0.09%
174Advanced Drainage System Inc00790R10448,022$5.5M0.09%
175Pool CorporationPOOL18,649$5.4M0.09%
176Church & Dwight Co Inc.CHD55,952$5.4M0.09%
177Fox Factory Holding CorporationFOXF206,737$5.4M0.09%
178Monolithic Power Systems Inc.6098391057,299$5.3M0.09%
179The Cooper Companies, Inc.21664850173,321$5.2M0.09%
180Bentley Systems IncorporatedBSY92,690$5.0M0.08%
181SS&C Technologies Holdings Inc.SSNC59,203$4.9M0.08%
182Rollins IncROL85,055$4.8M0.08%
183Copart IncCPRT92,106$4.5M0.08%
184Old Dominion Freight Line Inc.ODFL26,421$4.3M0.07%
185Keysight Technologies, Inc.KEYS25,985$4.3M0.07%
186Exponent IncEXPO56,506$4.2M0.07%
187Vulcan Materials Company92916010915,969$4.2M0.07%
188Align Technology Inc.ALGN21,847$4.1M0.07%
189DexCom IncDXCM47,046$4.1M0.07%
190Monolithic Power Systems Inc.6098391055,572$4.1M0.07%
191Fair Isaac CorporationFICO2,219$4.1M0.07%
192Watsco IncWSO-B9,171$4.1M0.07%
193Kinsale Capital Group Inc49714P1088,086$3.9M0.07%
194Ollies Bargain Outlet Holdings Inc.68111610929,535$3.9M0.07%
195Balchem CorpBCPC24,309$3.9M0.06%
196Costar Group IncCSGP47,829$3.8M0.06%
197Aaon IncAAON52,069$3.8M0.06%
198MarketAxess Holdings Inc.MKTX17,017$3.8M0.06%
199Raymond James Financial Inc.75473010924,254$3.7M0.06%
200Ryan Specialty Holdings IncRYAN52,956$3.6M0.06%
201Freshpet IncFRPT52,457$3.6M0.06%
202Microsoft Corp.MSFT7,045$3.5M0.06%
203Descartes Systems Group Inc.24990610834,121$3.5M0.06%
204Burlington Stores Inc.BURL14,694$3.4M0.06%
205EPAM Systems Inc.EPAM19,103$3.4M0.06%
206Church & Dwight Co Inc.CHD34,959$3.4M0.06%
207Advanced Drainage System Inc00790R10428,450$3.3M0.05%
208Datadog IncDDOG24,099$3.2M0.05%
209Repligen CorporationRGEN25,985$3.2M0.05%
210Vertex IncVERX88,063$3.1M0.05%
211Costco Wholesale Corporation22160K1053,143$3.1M0.05%
212Ulta Beauty IncULTA6,406$3.0M0.05%
213Global Payments Inc37940X10237,274$3.0M0.05%
214Pool CorporationPOOL10,157$3.0M0.05%
215The TJX Companies Inc.87254010923,462$2.9M0.05%
216Lululemon Athletica Inc.LULU11,531$2.7M0.05%
217Visa IncV7,651$2.7M0.05%
218Novanta IncNOVTU19,921$2.6M0.04%
219Marvell Technology IncMRVL32,671$2.5M0.04%
220Globus Med IncGMED41,419$2.4M0.04%
221Fortune Brands Innovations IncFBIN47,174$2.4M0.04%
222Walmart IncWMT24,776$2.4M0.04%
223Trimble IncTRMB31,709$2.4M0.04%
224The Cooper Companies, Inc.21664850131,812$2.3M0.04%
225Intuitive Surgical Inc.ISRG4,113$2.2M0.04%
226Trex Company, Inc.TREX39,544$2.2M0.04%
227Bentley Systems IncorporatedBSY39,744$2.1M0.04%
228Generac Holdings Inc.GNRC14,953$2.1M0.04%
229Thermo Fisher Scientific IncTMO5,173$2.1M0.04%
230SS&C Technologies Holdings Inc.SSNC25,307$2.1M0.04%
231Bio-Techne CorpTECH40,630$2.1M0.04%
232Hubspot IncHUBS3,747$2.1M0.03%
233Alphabet Inc.GOOG11,532$2.0M0.03%
234Motorola Solutions IncMSI4,579$1.9M0.03%
235EPAM Systems Inc.EPAM10,601$1.9M0.03%
236Ecolab Inc.ECL6,943$1.9M0.03%
237Certara IncCERT159,214$1.9M0.03%
238Lowes Companies, Inc.5486611078,190$1.8M0.03%
239Danaher Corporation2358511029,190$1.8M0.03%
240Align Technology Inc.ALGN9,363$1.8M0.03%
241ISHARES TR46428748111,873$1.6M0.03%
242MarketAxess Holdings Inc.MKTX6,952$1.6M0.03%
243Freshpet IncFRPT22,843$1.6M0.03%
244Cognex CorpCGNX47,978$1.5M0.03%
245J&J Snack Foods CorpJJSF13,263$1.5M0.03%
246S&P Global IncSPGI2,792$1.5M0.02%
247Charles River Laboratories International, Inc.1598641079,154$1.4M0.02%
248Salesforce Inc.CRM4,997$1.4M0.02%
249Global Payments Inc37940X10216,636$1.3M0.02%
250Onto Innovation Inc.ONTO13,066$1.3M0.02%
251Lululemon Athletica Inc.LULU5,116$1.2M0.02%
252Veralto Corp.VLTO11,511$1.2M0.02%
253Edwards Lifesciences CorporationEW14,479$1.1M0.02%
254Fortune Brands Innovations IncFBIN19,801$1.0M0.02%
255Generac Holdings Inc.GNRC6,381$913,8230.02%
256Cognex CorpCGNX20,541$651,5610.01%
257Charles River Laboratories International, Inc.1598641073,911$593,4160.01%
258Vanguard Index Funds9229085951,067$295,4030.00%