13F Insight
DOSSIER · 13F-HR · Q1 2026

GENEVA CAPITAL MANAGEMENT LLC

$4.7B in tracked AUM across 252 positions as of Q1 2026.

GC
CIK 0001009232 · last filed Mar 31, 2026
Total AUM
$4.7B
as of Q1 2026
Holdings
252
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

GENEVA CAPITAL MANAGEMENT LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
RBC
RBC Bearings Inc
$208M383K4.4%02
ESE
ESCO Technologies Inc.
$176M626K3.7%03
ROAD
Construction Partners Inc.
$173M1.6M3.7%04
GMED
Globus Med Inc
$152M1.8M3.2%05
ONTO
Onto Innovation Inc.
$145M706K3.1%06
BCPC
Balchem Corp
$143M846K3.0%07
AAON
Aaon Inc
$142M1.7M3.0%08
TXRH
Texas Roadhouse Inc
$132M797K2.8%09
EXLS
ExlService Holdings Inc.
$130M4.3M2.8%10
EXPO
Exponent Inc
$117M1.8M2.5%

Filing history

2026Q1Mar 31
$4.7B▼ 11.6%
252 positionsView →2025Q4Dec 31
$5.3B▼ 8.7%
257 positionsView →2025Q3Sep 30
$5.8B▼ 2.4%
255 positionsView →2025Q2Jun 30
$6.0B▲ 11.5%
258 positionsLocked2025Q1Mar 31
$5.4B▼ 7.1%
261 positionsLocked2024Q4Dec 31
$5.8B▼ 3.7%
270 positionsLocked2024Q3Sep 30
$6.0B▲ 9.1%
272 positionsLocked2024Q2Jun 30
$5.5B▼ 3.4%
270 positionsLocked2024Q1Mar 31
$5.7B▲ 7.4%
230 positionsLocked2023Q4Dec 31
$5.3B▲ 11.6%
230 positionsLocked2023Q3Sep 30
$4.7B▼ 6.4%
229 positionsLocked2023Q2Jun 30
$5.1B▲ 3.3%
223 positionsLocked
Showing 12 of 66