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GENEVA CAPITAL MANAGEMENT LLC - Portfolio Stock Holdings

GENEVA CAPITAL MANAGEMENT LLC disclosed 121 stock positions in a recent SEC 13F filing. $4,361,949,526 of stock holdings were filed, with the largest holdings including RBC, ONTO, and ESE. This filing represented positions held on June 30, 2026, and was filed on Aug. 6, 2026.

We estimate the fund has a total AUM of $5,604,553,098 and has 20 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from investment companies.

Report Period:

June 30, 2026

No. of Stocks:

121

Est. Stock Holding Value:

$4,361,949,526

Top Stock Holdings By Sector

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Portfolio Stock Holdings - GENEVA CAPITAL MANAGEMENT LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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