Next Century Growth Investors as of March 31, 2012
Portfolio Holdings for Next Century Growth Investors
Next Century Growth Investors holds 164 positions in its portfolio as reported in the March 2012 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Sxc Health Solutions Corp | 3.1 | $78M | 1.0M | 74.96 | |
HMS Holdings | 2.6 | $67M | 2.1M | 31.21 | |
Chart Industries (GTLS) | 2.6 | $66M | 904k | 73.33 | |
NetSuite | 2.4 | $62M | 1.2M | 50.29 | |
Questcor Pharmaceuticals | 2.4 | $61M | 1.6M | 37.62 | |
Ultimate Software | 2.4 | $60M | 813k | 73.28 | |
Salix Pharmaceuticals | 2.3 | $59M | 1.1M | 52.50 | |
Qlik Technologies | 2.2 | $57M | 1.8M | 32.00 | |
BJ's Restaurants (BJRI) | 2.2 | $56M | 1.1M | 50.35 | |
Titan International (TWI) | 2.2 | $55M | 2.3M | 23.65 | |
Concur Technologies | 1.9 | $49M | 856k | 57.38 | |
Catalyst Health Solutions | 1.9 | $47M | 744k | 63.73 | |
Francescas Hldgs Corp | 1.9 | $47M | 1.5M | 31.61 | |
Guidewire Software (GWRE) | 1.8 | $47M | 1.5M | 30.78 | |
Endologix | 1.7 | $43M | 2.9M | 14.65 | |
Akorn | 1.7 | $43M | 3.6M | 11.70 | |
Old Dominion Freight Line (ODFL) | 1.7 | $42M | 890k | 47.67 | |
Sourcefire | 1.6 | $41M | 855k | 48.13 | |
Wabash National Corporation (WNC) | 1.6 | $41M | 3.9M | 10.35 | |
athenahealth | 1.6 | $39M | 532k | 74.12 | |
FARO Technologies (FARO) | 1.5 | $39M | 670k | 58.33 | |
Syntel | 1.4 | $37M | 659k | 56.00 | |
Grand Canyon Education (LOPE) | 1.4 | $37M | 2.1M | 17.76 | |
IPG Photonics Corporation (IPGP) | 1.4 | $35M | 676k | 52.05 | |
Cepheid | 1.2 | $31M | 750k | 41.83 | |
Gentex Corporation (GNTX) | 1.2 | $32M | 1.3M | 24.50 | |
BroadSoft | 1.2 | $32M | 825k | 38.25 | |
Body Central Acquisition Corporation | 1.2 | $30M | 1.0M | 29.02 | |
Tangoe | 1.2 | $30M | 1.6M | 18.81 | |
MarketAxess Holdings (MKTX) | 1.1 | $29M | 777k | 37.29 | |
Cornerstone Ondemand | 1.1 | $28M | 1.3M | 21.84 | |
Teavana Hldgs | 1.1 | $28M | 1.4M | 19.72 | |
Cognex Corporation (CGNX) | 1.0 | $26M | 617k | 42.36 | |
Tenne | 1.0 | $26M | 690k | 37.15 | |
BE Aerospace | 1.0 | $25M | 544k | 46.47 | |
Fresh Market | 1.0 | $25M | 529k | 47.95 | |
H&E Equipment Services (HEES) | 1.0 | $25M | 1.3M | 18.92 | |
Hexcel Corporation (HXL) | 0.9 | $24M | 1.0M | 24.01 | |
Financial Engines | 0.9 | $24M | 1.1M | 22.36 | |
Manitowoc Company | 0.9 | $23M | 1.7M | 13.86 | |
Fortinet (FTNT) | 0.9 | $23M | 827k | 27.65 | |
DTS | 0.9 | $22M | 739k | 30.22 | |
NxStage Medical | 0.9 | $22M | 1.1M | 19.27 | |
Lufkin Industries | 0.9 | $22M | 274k | 80.65 | |
Buffalo Wild Wings | 0.8 | $22M | 239k | 90.69 | |
Northern Oil & Gas | 0.8 | $21M | 1.0M | 20.74 | |
RealPage | 0.8 | $21M | 1.1M | 19.17 | |
Portfolio Recovery Associates | 0.8 | $20M | 274k | 71.72 | |
Invensense | 0.7 | $19M | 1.0M | 18.10 | |
Hittite Microwave Corporation | 0.7 | $19M | 340k | 54.31 | |
Acacia Research Corporation (ACTG) | 0.7 | $18M | 437k | 41.74 | |
Jive Software | 0.7 | $18M | 672k | 27.16 | |
RBC Bearings Incorporated (RBC) | 0.7 | $18M | 391k | 46.13 | |
Millennial Media | 0.7 | $17M | 727k | 23.50 | |
Rosetta Resources | 0.6 | $16M | 326k | 48.76 | |
Gulfport Energy Corporation | 0.6 | $15M | 514k | 29.12 | |
Ellie Mae | 0.6 | $14M | 1.3M | 11.16 | |
Nic | 0.6 | $14M | 1.2M | 12.13 | |
Chipotle Mexican Grill (CMG) | 0.5 | $13M | 32k | 418.01 | |
ExlService Holdings (EXLS) | 0.5 | $13M | 467k | 27.44 | |
Kansas City Southern | 0.5 | $12M | 166k | 71.69 | |
Apple (AAPL) | 0.4 | $11M | 18k | 599.46 | |
Maxwell Technologies | 0.4 | $10M | 560k | 18.33 | |
LivePerson (LPSN) | 0.4 | $10M | 613k | 16.77 | |
Astronics Corporation (ATRO) | 0.4 | $9.6M | 275k | 34.96 | |
SPS Commerce (SPSC) | 0.4 | $9.7M | 361k | 26.88 | |
Amerigon Incorporated | 0.4 | $9.4M | 579k | 16.18 | |
Flotek Industries | 0.3 | $8.6M | 716k | 12.02 | |
Equinix | 0.3 | $8.4M | 53k | 157.46 | |
J.B. Hunt Transport Services (JBHT) | 0.3 | $8.2M | 151k | 54.37 | |
Imperva | 0.3 | $8.1M | 208k | 39.15 | |
Advisory Board Company | 0.3 | $7.8M | 88k | 88.62 | |
salesforce (CRM) | 0.3 | $7.7M | 50k | 154.51 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.3 | $7.5M | 81k | 92.89 | |
Visa (V) | 0.3 | $7.3M | 62k | 118.00 | |
Kenexa Corporation | 0.3 | $7.4M | 238k | 31.24 | |
Dynamic Materials Corporation | 0.3 | $7.3M | 344k | 21.11 | |
Bankrate | 0.3 | $7.2M | 293k | 24.75 | |
Stamps | 0.3 | $7.1M | 255k | 27.88 | |
Chicago Bridge & Iron Company | 0.3 | $6.9M | 159k | 43.19 | |
0.3 | $6.5M | 10k | 641.28 | ||
Virtusa Corporation | 0.3 | $6.7M | 387k | 17.27 | |
Graham Corporation (GHM) | 0.3 | $6.6M | 300k | 21.89 | |
VMware | 0.3 | $6.6M | 59k | 112.36 | |
HealthStream (HSTM) | 0.3 | $6.6M | 286k | 23.19 | |
Procera Networks | 0.3 | $6.5M | 293k | 22.36 | |
Lululemon Athletica (LULU) | 0.2 | $6.3M | 85k | 74.68 | |
F5 Networks (FFIV) | 0.2 | $6.3M | 46k | 134.95 | |
Ansys (ANSS) | 0.2 | $6.2M | 95k | 65.02 | |
Caterpillar (CAT) | 0.2 | $5.9M | 55k | 106.52 | |
Qualcomm (QCOM) | 0.2 | $5.9M | 87k | 68.02 | |
Fastenal Company (FAST) | 0.2 | $5.8M | 108k | 54.10 | |
Rue21 | 0.2 | $5.9M | 200k | 29.34 | |
Cognizant Technology Solutions (CTSH) | 0.2 | $5.7M | 73k | 76.95 | |
eBay (EBAY) | 0.2 | $5.6M | 151k | 36.89 | |
Starbucks Corporation (SBUX) | 0.2 | $5.5M | 99k | 55.89 | |
Amazon (AMZN) | 0.2 | $5.6M | 28k | 202.53 | |
Wabtec Corporation (WAB) | 0.2 | $5.6M | 74k | 75.37 | |
Aruba Networks | 0.2 | $5.5M | 246k | 22.28 | |
Insulet Corporation (PODD) | 0.2 | $5.5M | 286k | 19.14 | |
Brightcove (BCOV) | 0.2 | $5.6M | 225k | 24.80 | |
Crocs (CROX) | 0.2 | $5.3M | 254k | 20.92 | |
Cummins (CMI) | 0.2 | $5.5M | 46k | 120.03 | |
Nike (NKE) | 0.2 | $5.4M | 49k | 108.44 | |
Whole Foods Market | 0.2 | $5.3M | 63k | 83.20 | |
Heritage-Crystal Clean | 0.2 | $5.3M | 267k | 19.95 | |
BorgWarner (BWA) | 0.2 | $5.4M | 64k | 84.34 | |
GeoResources | 0.2 | $5.4M | 164k | 32.74 | |
OCZ Technology | 0.2 | $5.3M | 757k | 6.98 | |
Ralph Lauren Corp (RL) | 0.2 | $5.5M | 31k | 174.32 | |
Precision Castparts | 0.2 | $5.1M | 29k | 172.88 | |
Under Armour (UAA) | 0.2 | $5.1M | 55k | 94.00 | |
Baidu (BIDU) | 0.2 | $5.2M | 36k | 145.78 | |
VeriFone Systems | 0.2 | $5.1M | 99k | 51.87 | |
Terex Corporation (TEX) | 0.2 | $5.0M | 220k | 22.50 | |
Callidus Software | 0.2 | $5.1M | 649k | 7.81 | |
SciQuest | 0.2 | $5.1M | 332k | 15.24 | |
Union Pacific Corporation (UNP) | 0.2 | $4.8M | 45k | 107.48 | |
Boeing Company (BA) | 0.2 | $4.9M | 67k | 74.36 | |
Broadcom Corporation | 0.2 | $4.8M | 122k | 39.30 | |
Abiomed | 0.2 | $4.9M | 222k | 22.19 | |
PROS Holdings (PRO) | 0.2 | $4.8M | 255k | 18.70 | |
Citrix Systems | 0.2 | $4.5M | 57k | 78.92 | |
Encore Capital (ECPG) | 0.2 | $4.5M | 198k | 22.55 | |
priceline.com Incorporated | 0.2 | $4.6M | 6.4k | 717.44 | |
Commercial Vehicle (CVGI) | 0.2 | $4.4M | 358k | 12.21 | |
Magnum Hunter Resources Corporation | 0.2 | $4.3M | 665k | 6.41 | |
Costco Wholesale Corporation (COST) | 0.1 | $3.8M | 41k | 90.79 | |
EMC Corporation | 0.1 | $3.9M | 131k | 29.88 | |
Vocera Communications | 0.1 | $3.7M | 160k | 23.40 | |
Arctic Cat | 0.1 | $3.5M | 81k | 42.83 | |
Genesee & Wyoming | 0.1 | $3.6M | 66k | 54.58 | |
Volterra Semiconductor Corporation | 0.1 | $3.7M | 106k | 34.41 | |
Rentrak Corporation | 0.1 | $3.5M | 155k | 22.70 | |
LogMeIn | 0.1 | $3.5M | 98k | 35.23 | |
Responsys | 0.1 | $3.5M | 294k | 11.97 | |
Epam Systems (EPAM) | 0.1 | $3.6M | 176k | 20.52 | |
Celgene Corporation | 0.1 | $3.2M | 42k | 77.52 | |
Merge Healthcare | 0.1 | $3.4M | 582k | 5.85 | |
Marlin Business Services | 0.1 | $3.3M | 218k | 15.06 | |
Vitran Corp | 0.1 | $3.3M | 409k | 7.98 | |
FedEx Corporation (FDX) | 0.1 | $2.9M | 32k | 91.96 | |
Linkedin Corp | 0.1 | $3.0M | 29k | 101.98 | |
Homeaway | 0.1 | $3.0M | 120k | 25.37 | |
Humana (HUM) | 0.1 | $2.9M | 32k | 92.49 | |
Ariba | 0.1 | $2.7M | 82k | 32.71 | |
HEICO Corporation (HEI) | 0.1 | $2.8M | 55k | 51.58 | |
Alexion Pharmaceuticals | 0.1 | $2.9M | 31k | 92.86 | |
Centene Corporation (CNC) | 0.1 | $2.8M | 56k | 48.97 | |
Exacttarget | 0.1 | $2.8M | 109k | 26.00 | |
Deere & Company (DE) | 0.1 | $2.4M | 30k | 80.91 | |
Riverbed Technology | 0.1 | $2.5M | 90k | 28.08 | |
Demandware | 0.1 | $2.7M | 89k | 29.80 | |
Greenbrier Companies (GBX) | 0.1 | $2.4M | 122k | 19.79 | |
Intuitive Surgical (ISRG) | 0.1 | $2.1M | 3.9k | 541.87 | |
RTI International Metals | 0.1 | $2.0M | 86k | 23.06 | |
Coach | 0.1 | $1.9M | 24k | 77.27 | |
Fluor Corporation (FLR) | 0.1 | $1.9M | 31k | 60.05 | |
Schlumberger (SLB) | 0.1 | $1.6M | 23k | 69.92 | |
Joy Global | 0.1 | $1.3M | 18k | 73.52 | |
Green Mountain Coffee Roasters | 0.1 | $1.2M | 27k | 46.86 | |
Praxair | 0.0 | $233k | 2.0k | 114.55 | |
Walter Investment Management | 0.0 | $0 | 8.00 | 0.00 | |
Magnum Hunter Resources Wt | 0.0 | $0 | 73k | 0.00 |