Arkolith/Funds/Geneva Capital Management LLC

Geneva Capital Management LLC

CIK 1009232
Holdings as of Mar 31, 2026·disclosed May 6, 2026·~36-day 13F lag·13F-HR
Active Filer

Geneva Capital Management LLC holds a diversified book of 120 stocks worth $4.7B as of Q1 2026 (disclosed May 6, 2026, a ~45-day 13F lag). This quarter they opened Limbach Holdings Inc and trimmed RBC Bearings Inc. Their largest long position is RBC Bearings Inc at 4% of the equity book.

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Use Arkolith to show GENEVA CAPITAL MANAGEMENT LLC's latest
holdings, largest changes, and filing provenance.
Opened
2
new positions
Added to
27
existing
Trimmed
91
reduced
Sold out
5
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
18%
Top 10 holdings
32%
Top 20 holdings
52%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

99% mapped to company sectors

Industrials
33%
Information Technology
24%
Health Care
12%
Consumer Discretionary
9%
Materials
7%
Financials
6%
Communication Services
4%
Utilities
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

120 positions
#SecurityValueShares% PortLast moveHistory
1RBC Bearings Inc
COMMON-STOCK
$208.0M383.0K
4.4%
▼−26%
Reduced · −133K sh
2ESCO Technologies Inc.
COMMON-STOCK
$176.3M626.5K
3.7%
▼−21%
Reduced · −162K sh
3Construction Partners Inc.
COMMON-STOCK
$173.5M1.56M
3.7%
▼−14%
Reduced · −260K sh
4Globus Med Inc
COMMON-STOCK
$151.7M1.76M
3.2%
▼−7.4%
Reduced · −141K sh
5Onto Innovation Inc.
COMMON-STOCK
$144.8M705.9K
3.1%
▼−15%
Reduced · −125K sh
6Balchem Corp
COMMON-STOCK
$143.5M846.5K
3.0%
▼−6.8%
Reduced · −61K sh
7Aaon Inc
COMMON-STOCK
$142.5M1.72M
3.0%
▼−6.9%
Reduced · −128K sh
8Texas Roadhouse Inc
COMMON-STOCK
$131.6M796.7K
2.8%
▼−7.0%
Reduced · −60K sh
9ExlService Holdings Inc.
COMMON-STOCK
$129.6M4.26M
2.8%
▼−7.5%
Reduced · −345K sh
10Exponent Inc
COMMON-STOCK
$117.2M1.80M
2.5%
▲+3.9%
Added · +68K sh
11Novanta Inc
COMMON-STOCK
$110.0M931.3K
2.3%
▲+3.1%
Added · +28K sh
12Kinsale Capital Group Inc
COMMON-STOCK
$98.4M287.9K
2.1%
▼−6.5%
Reduced · −20K sh
13Healthequity Inc
COMMON-STOCK
$98.1M1.17M
2.1%
▲+5.0%
Added · +55K sh
14Descartes Systems Group Inc.
COMMON-STOCK
$95.0M1.33M
2.0%
▼−7.1%
Reduced · −101K sh
15Casella Waste Systems, Inc.
COMMON-STOCK
$92.3M1.16M
2.0%
▼−8.1%
Reduced · −102K sh
16Ollies Bargain Outlet Holdings Inc.
COMMON-STOCK
$88.8M964.3K
1.9%
▼−6.7%
Reduced · −69K sh
17Tyler Technologies Inc.
COMMON-STOCK
$84.8M247.8K
1.8%
▲+11%
Added · +25K sh
18Siteone Landscape Supply Inc
COMMON-STOCK
$83.5M627.3K
1.8%
▼−7.5%
Reduced · −51K sh
19Lemaitre Vascular Inc.
COMMON-STOCK
$82.3M754.0K
1.7%
▼−7.4%
Reduced · −61K sh
20Repligen Corporation
COMMON-STOCK
$81.7M693.7K
1.7%
▲+23%
Added · +131K sh
21Digi International Inc.
COMMON-STOCK
$77.7M1.61M
1.7%
▲+4.5%
Added · +69K sh
22SPX Technologies, Inc.
COMMON-STOCK
$77.7M388.4K
1.7%
▼−7.8%
Reduced · −33K sh
23MACOM Technology Solutions Holdings Inc.
COMMON-STOCK
$76.3M343.8K
1.6%
▼−7.7%
Reduced · −29K sh
24FirstService Corp.
COMMON-STOCK
$73.3M527.6K
1.6%
▲+27%
Added · +113K sh
25Keysight Technologies, Inc.
COMMON-STOCK
$69.4M245.9K
1.5%
▼−17%
Reduced · −52K sh
26Bright Horizons Family Solutions Inc Del
COMMON-STOCK
$65.1M792.4K
1.4%
▼−9.4%
Reduced · −83K sh
27Bio-Techne Corp
COMMON-STOCK
$65.0M1.24M
1.4%
▲+14%
Added · +153K sh
28Valvoline Inc
COMMON-STOCK
$60.3M1.79M
1.3%
▲+8.1%
Added · +135K sh
29Dorman Products Inc.
COMMON-STOCK
$58.9M564.4K
1.3%
▲+39%
Added · +159K sh
30WD-40 Co.
COMMON-STOCK
$57.6M282.4K
1.2%
▲+19%
Added · +45K sh
31Eplus Inc
COMMON-STOCK
$57.2M759.5K
1.2%
▼−7.8%
Reduced · −64K sh
32Vericel Corporation
COMMON-STOCK
$53.0M1.65M
1.1%
▼−9.8%
Reduced · −180K sh
33Axos Financial Inc
COMMON-STOCK
$51.7M608.1K
1.1%
▼−7.8%
Reduced · −52K sh
34Donaldson Co Inc
COMMON-STOCK
$51.3M604.4K
1.1%
▼−7.9%
Reduced · −52K sh
35Agilysys Inc
COMMON-STOCK
$47.8M672.5K
1.0%
▼−8.1%
Reduced · −60K sh
36Rollins Inc
COMMON-STOCK
$47.2M884.5K
1.0%
▼−3.3%
Reduced · −30K sh
37Alarm.com Holdings Inc.
COMMON-STOCK
$46.2M1.07M
1.0%
▼−7.3%
Reduced · −84K sh
38Monolithic Power Systems Inc.
COMMON-STOCK
$43.5M39.8K
0.9%
▼−7.2%
Reduced · −3K sh
39Burlington Stores Inc.
COMMON-STOCK
$43.2M132.9K
0.9%
▼−3.2%
Reduced · −4K sh
40Axon Enterprise Inc
COMMON-STOCK
$41.1M96.7K
0.9%
▲+19%
Added · +15K sh
41Option Care Health Inc
COMMON-STOCK
$39.7M1.47M
0.8%
▲+19%
Added · +239K sh
42O'Reilly Automotive Inc.
COMMON-STOCK
$38.1M412.6K
0.8%
▼−5.1%
Reduced · −22K sh
43Loar Holdings Inc
COMMON-STOCK
$37.9M662.1K
0.8%
▲+85%
Added · +304K sh
44Amphenol Corporation
COMMON-STOCK
$37.7M298.1K
0.8%
▼−11%
Reduced · −36K sh
45Advanced Drainage System Inc
COMMON-STOCK
$35.1M255.9K
0.7%
▼−3.2%
Reduced · −8K sh
46I3 Verticals INC
COMMON-STOCK
$34.8M1.56M
0.7%
▼−7.5%
Reduced · −127K sh
47J&J Snack Foods Corp
COMMON-STOCK
$33.0M416.5K
0.7%
▼−8.7%
Reduced · −40K sh
48Heico Corp
COMMON-STOCK
$31.4M148.7K
0.7%
▼−5.1%
Reduced · −8K sh
49Church & Dwight Co Inc.
COMMON-STOCK
$28.5M305.8K
0.6%
▼−2.1%
Reduced · −7K sh
50Blackbaud Inc
COMMON-STOCK
$27.8M719.1K
0.6%
▼−34%
Reduced · −371K sh
Showing 50 of 120 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 6, 2026252$4.7B13F-HR
Q4 2025Dec 31, 2025Feb 12, 2026257$5.3B13F-HR
Q3 2025Sep 30, 2025Nov 13, 2025255$5.8B13F-HR
Q2 2025Jun 30, 2025Aug 5, 2025258$6.0B13F-HR
Q1 2025Mar 31, 2025May 9, 2025261$5.4B13F-HR
Q4 2024Dec 31, 2024Feb 6, 2025270$5.8B13F-HR
Q3 2024Sep 30, 2024Nov 5, 2024272$6.0B13F-HR
Q2 2024Jun 30, 2024Aug 14, 2024270$5.5B13F-HR
Q1 2024Mar 31, 2024May 3, 2024230$5.7B13F-HR
Q4 2023Dec 31, 2023Feb 7, 2024230$5.3B13F-HR
Q3 2023Sep 30, 2023Nov 13, 2023229$4.7B13F-HR
Q2 2023Jun 30, 2023Aug 1, 2023223$5.1B13F-HR
Q1 2023Mar 31, 2023May 15, 2023225$4.9B13F-HR
Q4 2022Dec 31, 2022Feb 7, 2023331$4.5B13F-HR
Q3 2022Sep 30, 2022Nov 2, 2022293$4.3B13F-HR
Q2 2022Jun 30, 2022Aug 2, 2022289$4.3B13F-HR
Q1 2022Mar 31, 2022May 2, 2022292$5.2B13F-HR
Q4 2021Dec 31, 2021Feb 2, 2022286$6.2B13F-HR
Q3 2021Sep 30, 2021Nov 8, 2021292$5.9B13F-HR
Q2 2021Jun 30, 2021Aug 11, 2021293$6.1B13F-HR
Q1 2021Mar 31, 2021May 3, 2021235$5.9B13F-HR
Q4 2020Dec 31, 2020Feb 2, 2021231$5.9B13F-HR
Q3 2020Sep 30, 2020Nov 12, 2020225$4.8B13F-HR
Q2 2020Jun 30, 2020Aug 13, 2020221$4.6B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.