Geneva Capital Management LLC has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $5.88 Billion distributed in 272 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Construction Partners, Inc. with a value of $222M, Onto Innovation Inc. with a value of $195M, Kinsale Capital Group, Inc. with a value of $190M, Exponent Inc with a value of $183M, and Aaon, Inc. with a value of $183M.
Examining the 13F form we can see an increase of $448M in the current position value, from $5.43B to 5.88B.
Below you can find more details about Geneva Capital Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$5.88 Billion
Technology: $2.07 Billion
Industrials: $1.59 Billion
Healthcare: $725 Million
Consumer Cyclical: $502 Million
Financial Services: $392 Million
Consumer Defensive: $269 Million
Basic Materials: $208 Million
Real Estate: $75.7 Million
Other: $46 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions