Geneva Capital Management LLC 13F 持仓 · 2026年Q2
Geneva Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 119 只证券，申报市值合计 43.62 亿美元。前几大持仓：RBC（4.38%）、ONTO（4.22%）、ESE（3.60%）。本季前 25 大持仓中：减持 25 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | RBC | RBC Bearings Inc | $190.8M | 4.38% | 296,316 | 减持 |
| 2 | ONTO | Onto Innovation Inc. | $184.2M | 4.22% | 486,692 | 减持 |
| 3 | ESE | ESCO Technologies Inc. | $157.2M | 3.60% | 449,149 | 减持 |
| 4 | AAON | Aaon Inc | $152.3M | 3.49% | 1.2M | 减持 |
| 5 | ROAD | Construction Partners Inc. | $147.7M | 3.39% | 1.2M | 减持 |
| 6 | NOVT | Novanta Inc | $123.1M | 2.82% | 758,878 | 减持 |
| 7 | TXRH | Texas Roadhouse Inc | $120.4M | 2.76% | 622,962 | 减持 |
| 8 | BCPC | Balchem Corp | $115.4M | 2.65% | 683,102 | 减持 |
| 9 | GMED | Globus Med Inc | $112.0M | 2.57% | 1.4M | 减持 |
| 10 | DGII | Digi International Inc. | $103.8M | 2.38% | 1.4M | 减持 |
| 11 | HQY | Healthequity Inc | $103.8M | 2.38% | 1.1M | 减持 |
| 12 | MTSI | MACOM Technology Solutions Holdings Inc. | $96.1M | 2.20% | 252,722 | 减持 |
| 13 | RGEN | Repligen Corporation | $89.5M | 2.05% | 656,093 | 减持 |
| 14 | EXLS | ExlService Holdings Inc. | $88.9M | 2.04% | 3.4M | 减持 |
| 15 | CWST | Casella Waste Systems, Inc. | $88.4M | 2.03% | 911,153 | 减持 |
| 16 | EXPO | Exponent Inc | $82.6M | 1.89% | 1.4M | 减持 |
| 17 | KNSL | Kinsale Capital Group Inc | $75.6M | 1.73% | 229,104 | 减持 |
| 18 | SPXC | SPX Technologies, Inc. | $74.7M | 1.71% | 304,729 | 减持 |
| 19 | DSGX | Descartes Systems Group Inc. | $73.9M | 1.70% | 1.1M | 减持 |
| 20 | TECH | Bio-Techne Corp | $71.5M | 1.64% | 1.0M | 减持 |
| 21 | KEYS | Keysight Technologies, Inc. | $71.1M | 1.63% | 202,970 | 减持 |
| 22 | VVV | Valvoline Inc | $65.8M | 1.51% | 1.7M | 减持 |
| 23 | DORM | Dorman Products Inc. | $61.0M | 1.40% | 447,159 | 减持 |
| 24 | TYL | Tyler Technologies Inc. | $60.9M | 1.40% | 208,227 | 减持 |
| 25 | VCEL | Vericel Corporation | $59.6M | 1.37% | 1.3M | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR