Holdings
Geneva Capital Management LLC
As of Jun 30, 2026, Geneva Capital Management LLC reported 115 positions worth US$4.3B. Largest: Rbc Bearings Incorporated, Onto Innovation Inc. and Esco Technologies Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Rbc Bearings Incorporated | 296K | US$191M | −86,648 | Jun 30, 2026 |
| Onto Innovation Inc. | 487K | US$184M | −219K | Jun 30, 2026 |
| Esco Technologies Inc. | 449K | US$157M | −177K | Jun 30, 2026 |
| Aaon, Inc. | 1.2M | US$152M | −521K | Jun 30, 2026 |
| Construction Partners, Inc. | 1.24M | US$148M | −317K | Jun 30, 2026 |
| Novanta Inc. | 759K | US$123M | −172K | Jun 30, 2026 |
| Texas Roadhouse, Inc. | 623K | US$120M | −174K | Jun 30, 2026 |
| Balchem Corporation | 683K | US$115M | −163K | Jun 30, 2026 |
| Globus Medical, Inc. | 1.42M | US$112M | −344K | Jun 30, 2026 |
| Healthequity, Inc. | 1.15M | US$104M | −24,390 | Jun 30, 2026 |