13F
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GENEVA CAPITAL MANAGEMENT LLC

13F equity value
$4.7B
Positions
120
Top 10 concentration
32.3%
Quarters / total new picks
20 / 97
13F equity value over time
$0M$3B$6B2020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 20 quarters, returned +4.2% per quarter — versus +3.1% per quarter from simply owning every 13F stock. It beat that baseline in only 45.0% of quarters (excess t = 0.58, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
+4.3%
t-stat
0.58
Quarterly win rate
45%
Annualized excess
-2.0%
$1 → follow vs universe
$1.56 vs $1.70
Cumulative return: $1 invested in new picks vs universe
1.00 20200630: universe 1.10520200930: universe 1.35520201231: universe 1.41720210331: universe 1.42920210930: universe 1.28320211231: universe 1.09220220331: universe 1.17220220630: universe 1.08620221231: universe 1.00920230331: universe 1.06320230930: universe 1.20620231231: universe 1.26020240331: universe 1.28920240630: universe 1.40620240930: universe 1.39420241231: universe 1.30120250331: universe 1.41820250630: universe 1.46320250930: universe 1.64520251231: universe 1.701 20200630: follow 1.10220200930: follow 1.64120201231: follow 1.64320210331: follow 1.90820210930: follow 1.32920211231: follow 0.88920220331: follow 1.00320220630: follow 0.87520221231: follow 0.89220230331: follow 0.79320230930: follow 0.90020231231: follow 0.84820240331: follow 1.06920240630: follow 1.15520240930: follow 1.31820241231: follow 1.00420250331: follow 1.11220250630: follow 1.45020250930: follow 1.33920251231: follow 1.556 0.73 1.40 2.06 202020212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 120 · 2026 Q1

Ticker Value Weight QoQ
RBC $208M
4.4%
TRIM
ESE $176M
3.8%
TRIM
ROAD $173M
3.7%
TRIM
GMED $152M
3.2%
TRIM
ONTO $145M
3.1%
TRIM
BCPC $143M
3.0%
TRIM
AAON $142M
3.0%
TRIM
TXRH $132M
2.8%
TRIM
EXLS $130M
2.8%
TRIM
EXPO $117M
2.5%
ADD
NOVT $110M
2.3%
ADD
KNSL $98M
2.1%
TRIM
HQY $98M
2.1%
ADD
DSGX $95M
2.0%
TRIM
CWST $92M
2.0%
TRIM
OLLI $89M
1.9%
TRIM
TYL $85M
1.8%
ADD
SITE $83M
1.8%
TRIM
LMAT $82M
1.8%
TRIM
RGEN $82M
1.7%
ADD

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

CSWLMB

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.