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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 2025 · Filed November 13, 2025 · Accession 0001009232-25-000016

Total Value
$5.83B
Positions
255
Other Managers
2
Confidential Omitted
No
View on SEC.gov

Holdings (255)

#IssuerTicker / CUSIPSharesValue% of Filing
1RBC Bearings IncRBC396,881$154.9M2.66%
2Construction Partners Inc.ROAD1,194,314$151.7M2.60%
3ExlService Holdings Inc.EXLS3,297,532$145.2M2.49%
4Aaon IncAAON1,338,513$125.1M2.15%
5ESCO Technologies Inc.ESE576,290$121.7M2.09%
6Texas Roadhouse IncTXRH622,035$103.4M1.77%
7Balchem CorpBCPC652,233$97.9M1.68%
8Descartes Systems Group Inc.2499061081,036,028$97.6M1.67%
9Ollies Bargain Outlet Holdings Inc.681116109744,170$95.6M1.64%
10Kinsale Capital Group Inc49714P108223,615$95.1M1.63%
11Onto Innovation Inc.ONTO712,992$92.1M1.58%
12Exponent IncEXPO1,217,733$84.6M1.45%
13Tyler Technologies Inc.TYL160,774$84.1M1.44%
14Construction Partners Inc.ROAD620,657$78.8M1.35%
15Globus Med IncGMED1,369,808$78.4M1.35%
16Casella Waste Systems, Inc.CWST821,608$78.0M1.34%
17RBC Bearings IncRBC188,248$73.5M1.26%
18ExlService Holdings Inc.EXLS1,567,485$69.0M1.18%
19Healthequity IncHQY722,588$68.5M1.17%
20Siteone Landscape Supply IncSITE497,655$64.1M1.10%
21ESCO Technologies Inc.ESE303,539$64.1M1.10%
22Novanta IncNOVTU639,336$64.0M1.10%
23Aaon IncAAON637,432$59.6M1.02%
24Trex Company, Inc.TREX1,145,220$59.2M1.01%
25SPX Technologies, Inc.SPXC308,642$57.6M0.99%
26Agilysys IncAGYS533,302$56.1M0.96%
27Texas Roadhouse IncTXRH332,694$55.3M0.95%
28Repligen CorporationRGEN397,924$53.2M0.91%
29Lemaitre Vascular Inc.LMAT598,858$52.4M0.90%
30Blackbaud IncBLKB801,262$51.5M0.88%
31Bright Horizons Family Solutions Inc Del109194100464,290$50.4M0.86%
32Certara IncCERT4,060,622$49.6M0.85%
33FirstService Corp.FSV251,068$47.8M0.82%
34Descartes Systems Group Inc.249906108501,904$47.3M0.81%
35Vertex IncVERX1,893,300$46.9M0.80%
36Dorman Products Inc.258278100298,550$46.5M0.80%
37Balchem CorpBCPC309,130$46.4M0.80%
38Onto Innovation Inc.ONTO358,389$46.3M0.79%
39Valvoline IncVVV1,271,706$45.7M0.78%
40Ollies Bargain Outlet Holdings Inc.681116109355,211$45.6M0.78%
41Kinsale Capital Group Inc49714P108107,037$45.5M0.78%
42Alarm.com Holdings Inc.ALRM850,791$45.2M0.77%
43Bio-Techne CorpTECH790,782$44.0M0.75%
44Eplus IncPLUS602,543$42.8M0.73%
45Casella Waste Systems, Inc.CWST434,807$41.3M0.71%
46Digi International Inc.2537981021,130,369$41.2M0.71%
47Axos Financial IncAX482,940$40.9M0.70%
48Exponent IncEXPO584,446$40.6M0.70%
49I3 Verticals INCIIIV1,234,123$40.1M0.69%
50Axon Enterprise IncAXON55,306$39.7M0.68%
51Donaldson Co IncDCI481,670$39.4M0.68%
52Vericel CorporationVCEL1,244,172$39.2M0.67%
53Globus Med IncGMED672,712$38.5M0.66%
54Amphenol Corporation032095101293,627$36.3M0.62%
55Rollins IncROL617,921$36.3M0.62%
56Healthequity IncHQY375,019$35.5M0.61%
57Keysight Technologies, Inc.KEYS202,622$35.4M0.61%
58O'Reilly Automotive Inc.67103H107317,716$34.3M0.59%
59Tyler Technologies Inc.TYL65,209$34.1M0.59%
60Siteone Landscape Supply IncSITE262,535$33.8M0.58%
61MACOM Technology Solutions Holdings Inc.55405Y100270,782$33.7M0.58%
62WD-40 Co.WDFC170,172$33.6M0.58%
63J&J Snack Foods CorpJJSF349,579$33.6M0.58%
64SPS Commerce IncSPSC310,245$32.3M0.55%
65Blackline IncBL605,142$32.1M0.55%
66Novanta IncNOVTU319,781$32.0M0.55%
67Copart IncCPRT676,618$30.4M0.52%
68SPX Technologies, Inc.SPXC162,286$30.3M0.52%
69Agilysys IncAGYS284,501$29.9M0.51%
70Heico CorpHEI-A113,910$28.9M0.50%
71Trex Company, Inc.TREX539,181$27.9M0.48%
72Monolithic Power Systems Inc.60983910530,009$27.6M0.47%
73Lemaitre Vascular Inc.LMAT313,390$27.4M0.47%
74Blackbaud IncBLKB423,147$27.2M0.47%
75Bright Horizons Family Solutions Inc Del109194100245,094$26.6M0.46%
76Costar Group IncCSGP313,208$26.4M0.45%
77FirstService Corp.FSV132,550$25.2M0.43%
78Option Care Health IncOPCH893,253$24.8M0.43%
79Advanced Drainage System Inc00790R104177,154$24.6M0.42%
80Dorman Products Inc.258278100156,163$24.3M0.42%
81Valvoline IncVVV675,823$24.3M0.42%
82Hamilton Lane IncHLNE178,364$24.0M0.41%
83Alarm.com Holdings Inc.ALRM447,986$23.8M0.41%
84Certara IncCERT1,940,918$23.7M0.41%
85Cadence Design Systems, Inc.CDNS66,774$23.5M0.40%
86Burlington Stores Inc.BURL92,051$23.4M0.40%
87Vertex IncVERX936,843$23.2M0.40%
88Repligen CorporationRGEN172,859$23.1M0.40%
89Marten Transport Ltd.MRTN2,128,069$22.7M0.39%
90ISHARES TR46428764870,790$22.7M0.39%
91Eplus IncPLUS316,719$22.5M0.39%
92Vericel CorporationVCEL702,133$22.1M0.38%
93Digi International Inc.253798102593,631$21.6M0.37%
94Axos Financial IncAX255,390$21.6M0.37%
95Ryan Specialty Holdings IncRYAN377,609$21.3M0.36%
96I3 Verticals INCIIIV647,416$21.0M0.36%
97Donaldson Co IncDCI253,550$20.8M0.36%
98UFP Technologies Inc.UFPT103,779$20.7M0.36%
99Pool CorporationPOOL66,774$20.7M0.36%
100Palomar Holdings IncPLMR170,396$19.9M0.34%
101Bio-Techne CorpTECH353,596$19.7M0.34%
102Church & Dwight Co Inc.CHD220,738$19.3M0.33%
103Verisk Analytics, Inc.VRSK76,448$19.2M0.33%
104IDEXX Laboratories Inc.45168D10429,483$18.8M0.32%
105Watsco IncWSO-B46,035$18.6M0.32%
106WD-40 Co.WDFC93,964$18.6M0.32%
107MACOM Technology Solutions Holdings Inc.55405Y100143,515$17.9M0.31%
108Steris PLCSTE71,870$17.8M0.30%
109SPS Commerce IncSPSC169,742$17.7M0.30%
110Hubspot IncHUBS37,568$17.6M0.30%
111J&J Snack Foods CorpJJSF178,396$17.1M0.29%
112Intuit IncINTU24,934$17.0M0.29%
113Fiserv Inc.FISV129,557$16.7M0.29%
114Blackline IncBL313,063$16.6M0.29%
115Intercontinental Exchange Inc45866F10496,748$16.3M0.28%
116Broadridge Financial Solutions Inc.11133T10365,364$15.6M0.27%
117Biolife Solutions Inc.BLFS592,697$15.1M0.26%
118CBIZ Inc.CBZ277,385$14.7M0.25%
119Roper Technologies IncROP29,130$14.5M0.25%
120Amphenol Corporation032095101113,609$14.1M0.24%
121Raymond James Financial Inc.75473010980,136$13.8M0.24%
122O'Reilly Automotive Inc.67103H107124,607$13.4M0.23%
123Option Care Health IncOPCH476,609$13.2M0.23%
124Vulcan Materials Company92916010942,194$13.0M0.22%
125Gartner Inc.IT48,831$12.8M0.22%
126Hamilton Lane IncHLNE94,296$12.7M0.22%
127Marten Transport Ltd.MRTN1,155,577$12.3M0.21%
128Axon Enterprise IncAXON16,583$11.9M0.20%
129Heico CorpHEI-A45,429$11.5M0.20%
130Idex Corporation45167R10469,634$11.3M0.19%
131UFP Technologies Inc.UFPT54,717$10.9M0.19%
132Palomar Holdings IncPLMR88,932$10.4M0.18%
133EPAM Systems Inc.EPAM67,981$10.3M0.18%
134Rollins IncROL173,892$10.2M0.18%
135WillScot Holdings CorporationWSC480,641$10.1M0.17%
136Cadence Design Systems, Inc.CDNS28,414$10.0M0.17%
137Azenta IncAZTA338,278$9.7M0.17%
138Datadog IncDDOG67,372$9.6M0.16%
139Fox Factory Holding CorporationFOXF382,417$9.3M0.16%
140Ulta Beauty IncULTA16,965$9.3M0.16%
141Keysight Technologies, Inc.KEYS52,693$9.2M0.16%
142Fair Isaac CorporationFICO6,109$9.1M0.16%
143Copart IncCPRT189,182$8.5M0.15%
144Mesa Laboratories Inc.59064R109123,090$8.2M0.14%
145CBIZ Inc.CBZ155,497$8.2M0.14%
146Old Dominion Freight Line Inc.ODFL58,214$8.2M0.14%
147Verisk Analytics, Inc.VRSK32,443$8.2M0.14%
148IDEXX Laboratories Inc.45168D10412,484$8.0M0.14%
149Biolife Solutions Inc.BLFS306,334$7.8M0.13%
150Steris PLCSTE30,474$7.5M0.13%
151DexCom IncDXCM103,600$7.0M0.12%
152Intercontinental Exchange Inc45866F10440,932$6.9M0.12%
153Broadridge Financial Solutions Inc.11133T10327,634$6.6M0.11%
154Fiserv Inc.FISV50,973$6.6M0.11%
155Monolithic Power Systems Inc.6098391056,903$6.4M0.11%
156Costar Group IncCSGP74,972$6.3M0.11%
157Advanced Drainage System Inc00790R10445,418$6.3M0.11%
158Roper Technologies IncROP12,378$6.2M0.11%
159Intuit IncINTU8,859$6.0M0.10%
160Burlington Stores Inc.BURL23,643$6.0M0.10%
161RBC Bearings IncRBC15,236$5.9M0.10%
162ExlService Holdings Inc.EXLS132,687$5.8M0.10%
163Trimble IncTRMB71,054$5.8M0.10%
164Vulcan Materials Company92916010917,954$5.5M0.09%
165Gartner Inc.IT20,891$5.5M0.09%
166WillScot Holdings CorporationWSC259,872$5.5M0.09%
167Pool CorporationPOOL17,637$5.5M0.09%
168Ryan Specialty Holdings IncRYAN95,975$5.4M0.09%
169Hubspot IncHUBS11,168$5.2M0.09%
170Monolithic Power Systems Inc.6098391055,572$5.1M0.09%
171Axon Enterprise IncAXON7,113$5.1M0.09%
172Azenta IncAZTA177,597$5.1M0.09%
173Tyler Technologies Inc.TYL9,664$5.1M0.09%
174SS&C Technologies Holdings Inc.SSNC56,821$5.0M0.09%
175Rollins IncROL85,055$5.0M0.09%
176Keysight Technologies, Inc.KEYS28,162$4.9M0.08%
177Watsco IncWSO-B12,134$4.9M0.08%
178Idex Corporation45167R10429,781$4.8M0.08%
179Fox Factory Holding CorporationFOXF198,232$4.8M0.08%
180The Cooper Companies, Inc.21664850170,094$4.8M0.08%
181Raymond James Financial Inc.75473010927,637$4.8M0.08%
182Veeva Systems IncVEEV15,712$4.7M0.08%
183Church & Dwight Co Inc.CHD52,918$4.6M0.08%
184Mesa Laboratories Inc.59064R10968,296$4.6M0.08%
185Bentley Systems IncorporatedBSY88,705$4.6M0.08%
186Aaon IncAAON47,201$4.4M0.08%
187Datadog IncDDOG28,694$4.1M0.07%
188Costar Group IncCSGP47,829$4.0M0.07%
189Balchem CorpBCPC26,619$4.0M0.07%
190Advanced Drainage System Inc00790R10428,450$3.9M0.07%
191Exponent IncEXPO56,506$3.9M0.07%
192Ollies Bargain Outlet Holdings Inc.68111610929,535$3.8M0.07%
193Burlington Stores Inc.BURL14,694$3.7M0.06%
194Copart IncCPRT81,926$3.7M0.06%
195API Group CorpAPG106,266$3.7M0.06%
196Old Dominion Freight Line Inc.ODFL24,988$3.5M0.06%
197Ryan Specialty Holdings IncRYAN62,158$3.5M0.06%
198Repligen CorporationRGEN25,985$3.5M0.06%
199Kinsale Capital Group Inc49714P1088,086$3.4M0.06%
200Fair Isaac CorporationFICO2,219$3.3M0.06%
201Microsoft Corp.MSFT6,409$3.3M0.06%
202Ulta Beauty IncULTA6,058$3.3M0.06%
203The TJX Companies Inc.87254010922,609$3.3M0.06%
204Descartes Systems Group Inc.24990610834,121$3.2M0.06%
205Pool CorporationPOOL10,157$3.1M0.05%
206Church & Dwight Co Inc.CHD34,959$3.1M0.05%
207DexCom IncDXCM44,495$3.0M0.05%
208MarketAxess Holdings Inc.MKTX17,076$3.0M0.05%
209Watsco IncWSO-B7,052$2.9M0.05%
210Costco Wholesale Corporation22160K1053,029$2.8M0.05%
211EPAM Systems Inc.EPAM18,067$2.7M0.05%
212Alphabet Inc.GOOG11,114$2.7M0.05%
213Freshpet IncFRPT48,652$2.7M0.05%
214Marvell Technology IncMRVL31,483$2.6M0.05%
215Align Technology Inc.ALGN20,400$2.6M0.04%
216Vertex IncVERX102,741$2.5M0.04%
217Visa IncV7,373$2.5M0.04%
218Walmart IncWMT23,876$2.5M0.04%
219Trimble IncTRMB29,990$2.4M0.04%
220Fortune Brands Innovations IncFBIN45,510$2.4M0.04%
221Thermo Fisher Scientific IncTMO4,982$2.4M0.04%
222Generac Holdings Inc.GNRC14,380$2.4M0.04%
223Globus Med IncGMED41,419$2.4M0.04%
224Bio-Techne CorpTECH40,630$2.3M0.04%
225Hubspot IncHUBS4,637$2.2M0.04%
226SS&C Technologies Holdings Inc.SSNC23,935$2.1M0.04%
227Cognex CorpCGNX46,185$2.1M0.04%
228The Cooper Companies, Inc.21664850130,087$2.1M0.04%
229ISHARES TR46428748114,459$2.1M0.04%
230Trex Company, Inc.TREX39,544$2.0M0.04%
231Motorola Solutions IncMSI4,414$2.0M0.03%
232Veeva Systems IncVEEV6,759$2.0M0.03%
233Novanta IncNOVTU19,921$2.0M0.03%
234Lowes Companies, Inc.5486611077,892$2.0M0.03%
235Certara IncCERT159,214$1.9M0.03%
236Bentley Systems IncorporatedBSY37,589$1.9M0.03%
237Ecolab Inc.ECL6,689$1.8M0.03%
238Intuitive Surgical Inc.ISRG3,964$1.8M0.03%
239Danaher Corporation2358511028,856$1.8M0.03%
240Onto Innovation Inc.ONTO13,066$1.7M0.03%
241S&P Global IncSPGI3,331$1.6M0.03%
242EPAM Systems Inc.EPAM10,601$1.6M0.03%
243API Group CorpAPG45,553$1.6M0.03%
244Charles River Laboratories International, Inc.1598641078,998$1.4M0.02%
245J&J Snack Foods CorpJJSF13,263$1.3M0.02%
246MarketAxess Holdings Inc.MKTX6,952$1.2M0.02%
247Freshpet IncFRPT21,604$1.2M0.02%
248Veralto Corp.VLTO11,092$1.2M0.02%
249Salesforce Inc.CRM4,815$1.1M0.02%
250Align Technology Inc.ALGN8,855$1.1M0.02%
251Edwards Lifesciences CorporationEW13,951$1.1M0.02%
252Generac Holdings Inc.GNRC6,034$1.0M0.02%
253Fortune Brands Innovations IncFBIN18,727$999,8350.02%
254Cognex CorpCGNX19,427$880,0430.02%
255Charles River Laboratories International, Inc.1598641073,699$578,7460.01%