Geneva Capital Management LLC has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $5.85 Billion distributed in 258 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Construction Partners, Inc. with a value of $230M, Exl Service Holdings, Inc. with a value of $220M, Texas Roadhouse, Inc. with a value of $180M, Esco Technologies Inc with a value of $169M, and Kinsale Capital Group, Inc. with a value of $165M.
Examining the 13F form we can see an increase of $576M in the current position value, from $5.28B to 5.85B.
Below you can find more details about Geneva Capital Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$5.85 Billion
Technology: $2.04 Billion
Industrials: $1.5 Billion
Healthcare: $753 Million
Consumer Cyclical: $519 Million
Financial Services: $384 Million
Consumer Defensive: $253 Million
Basic Materials: $218 Million
Real Estate: $103 Million
Other: $87.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
