GENEVA CAPITAL MANAGEMENT LLC

Q2 2020 13F-HR Holdings

Location
Milwaukee, WI
Holdings as of
6/30/2020
Date filed
8/13/2020
Form type
13F-HR
Num holdings
120
Total value ($000)
$4,620,108
Net value change ($000)
+1,103,755 (31.4%)
New positions
3
Sold out positions
3
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to Q1 2020
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
FOXF 46,745 102.3%
KNSL 40,931 52.6%
OLLI 40,824 118.1%
BL 40,090 65.0%
STAA 39,791 96.2%
TREX 34,737 67.1%
IPHI 34,230 55.5%
ALRM 31,735 72.3%
FICO 31,477 40.4%
TECH 30,468 43.2%
Top Reduces (Value $000, Stocks/ETFs)
PAYC -22,445 -86.1%
LGND -17,802 -100.0%
SXT -15,337 -100.0%
EWBC -3,654 -100.0%
BLKB -2,911 -8.6%
VARIAN MEDICAL SYSTEMS INC -2,379 -22.7%
IWO -2,245 -51.8%
HAS -1,943 -13.2%
BARNES GROUP INC -770 -2.9%
MCHP -292 -1.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type