Next Century Growth Investors as of Dec. 31, 2012
Portfolio Holdings for Next Century Growth Investors
Next Century Growth Investors holds 157 positions in its portfolio as reported in the December 2012 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
NetSuite | 3.1 | $74M | 1.1M | 67.30 | |
Ultimate Software | 2.7 | $63M | 671k | 94.41 | |
Akorn | 2.5 | $59M | 4.4M | 13.36 | |
Guidewire Software (GWRE) | 2.5 | $59M | 2.0M | 29.72 | |
stock | 2.4 | $58M | 2.0M | 29.02 | |
Endologix | 2.4 | $57M | 4.0M | 14.24 | |
Advisory Board Company | 2.3 | $54M | 1.2M | 46.79 | |
CoStar (CSGP) | 2.1 | $50M | 554k | 89.37 | |
BE Aerospace | 2.0 | $48M | 962k | 49.40 | |
Meritage Homes Corporation (MTH) | 2.0 | $47M | 1.3M | 37.35 | |
Ryland | 1.9 | $45M | 1.2M | 36.50 | |
Old Dominion Freight Line (ODFL) | 1.9 | $44M | 1.3M | 34.28 | |
Fresh Market | 1.8 | $43M | 902k | 48.09 | |
Texas Capital Bancshares (TCBI) | 1.7 | $41M | 905k | 44.82 | |
Portfolio Recovery Associates | 1.7 | $41M | 381k | 106.86 | |
Servicenow (NOW) | 1.7 | $40M | 1.3M | 30.03 | |
Imperva | 1.7 | $39M | 1.2M | 31.53 | |
Concur Technologies | 1.6 | $38M | 569k | 67.52 | |
Grand Canyon Education (LOPE) | 1.6 | $38M | 1.6M | 23.47 | |
Buffalo Wild Wings | 1.6 | $38M | 523k | 72.82 | |
Financial Engines | 1.5 | $37M | 1.3M | 27.75 | |
Cornerstone Ondemand | 1.5 | $37M | 1.2M | 29.53 | |
Chart Industries (GTLS) | 1.5 | $35M | 530k | 66.67 | |
IPG Photonics Corporation (IPGP) | 1.5 | $35M | 525k | 66.65 | |
Francescas Hldgs Corp | 1.3 | $32M | 1.2M | 25.96 | |
RBC Bearings Incorporated (RBC) | 1.3 | $31M | 619k | 50.07 | |
Millennial Media | 1.3 | $30M | 2.4M | 12.53 | |
OSI Systems (OSIS) | 1.3 | $30M | 466k | 64.04 | |
D Tumi Holdings | 1.2 | $29M | 1.4M | 20.85 | |
H&E Equipment Services (HEES) | 1.2 | $28M | 1.9M | 15.07 | |
Centene Corporation (CNC) | 1.1 | $27M | 649k | 41.00 | |
Wabash National Corporation (WNC) | 1.1 | $26M | 2.9M | 8.97 | |
Cynosure | 1.1 | $26M | 1.1M | 24.11 | |
HealthStream (HSTM) | 1.1 | $25M | 1.0M | 24.31 | |
Vocera Communications | 1.0 | $24M | 938k | 25.10 | |
Abiomed | 0.9 | $22M | 1.7M | 13.46 | |
FARO Technologies (FARO) | 0.9 | $21M | 595k | 35.68 | |
Tangoe | 0.9 | $21M | 1.8M | 11.87 | |
Salix Pharmaceuticals | 0.8 | $20M | 499k | 40.48 | |
ExlService Holdings (EXLS) | 0.8 | $20M | 766k | 26.50 | |
SPS Commerce (SPSC) | 0.8 | $20M | 533k | 37.27 | |
Annie's | 0.8 | $20M | 596k | 33.43 | |
Catamaran | 0.8 | $20M | 422k | 47.11 | |
Kansas City Southern | 0.8 | $20M | 233k | 83.48 | |
Rue21 | 0.8 | $19M | 684k | 28.39 | |
eHealth (EHTH) | 0.8 | $19M | 702k | 27.48 | |
LivePerson (LPSN) | 0.7 | $18M | 1.3M | 13.14 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.7 | $17M | 172k | 98.26 | |
Hexcel Corporation (HXL) | 0.7 | $16M | 610k | 26.96 | |
Five Below (FIVE) | 0.7 | $16M | 504k | 32.04 | |
Cepheid | 0.7 | $16M | 468k | 33.81 | |
Dex (DXCM) | 0.7 | $16M | 1.2M | 13.61 | |
D.R. Horton (DHI) | 0.6 | $15M | 770k | 19.78 | |
Sourcefire | 0.6 | $15M | 315k | 47.22 | |
J.B. Hunt Transport Services (JBHT) | 0.6 | $15M | 248k | 59.71 | |
MasTec (MTZ) | 0.6 | $15M | 594k | 24.93 | |
Ruckus Wireless | 0.6 | $15M | 658k | 22.53 | |
Lennar Corporation (LEN) | 0.6 | $14M | 373k | 38.67 | |
Medidata Solutions | 0.6 | $15M | 371k | 39.19 | |
Ellie Mae | 0.6 | $14M | 503k | 27.75 | |
M/I Homes (MHO) | 0.6 | $14M | 524k | 26.50 | |
Stratasys (SSYS) | 0.6 | $14M | 171k | 80.15 | |
Lululemon Athletica (LULU) | 0.5 | $13M | 169k | 76.23 | |
SolarWinds | 0.5 | $13M | 240k | 52.45 | |
Chicago Bridge & Iron Company | 0.5 | $12M | 262k | 46.35 | |
Chuys Hldgs (CHUY) | 0.5 | $12M | 545k | 22.34 | |
Geospace Technologies (GEOS) | 0.5 | $12M | 133k | 88.87 | |
Encore Capital (ECPG) | 0.5 | $11M | 369k | 30.62 | |
Tile Shop Hldgs (TTSH) | 0.5 | $11M | 650k | 16.83 | |
Under Armour (UAA) | 0.4 | $11M | 218k | 48.53 | |
Stamps | 0.4 | $11M | 419k | 25.20 | |
Terex Corporation (TEX) | 0.4 | $10M | 356k | 28.11 | |
Homeaway | 0.4 | $10M | 454k | 22.00 | |
Polaris Industries (PII) | 0.4 | $9.6M | 114k | 84.15 | |
Graham Corporation (GHM) | 0.4 | $9.5M | 485k | 19.50 | |
Exacttarget | 0.4 | $9.3M | 463k | 20.00 | |
Palo Alto Networks (PANW) | 0.4 | $8.9M | 167k | 53.52 | |
Astronics Corporation (ATRO) | 0.4 | $8.7M | 380k | 22.88 | |
Hovnanian Enterprises | 0.3 | $8.3M | 1.2M | 7.00 | |
Insulet Corporation (PODD) | 0.3 | $8.3M | 391k | 21.22 | |
American Vanguard (AVD) | 0.3 | $7.3M | 235k | 31.07 | |
Marlin Business Services | 0.3 | $7.2M | 358k | 20.06 | |
Eloqua | 0.3 | $7.2M | 306k | 23.59 | |
InnerWorkings | 0.3 | $7.0M | 507k | 13.78 | |
Market Leader | 0.3 | $6.8M | 1.0M | 6.55 | |
Epam Systems (EPAM) | 0.3 | $6.7M | 368k | 18.10 | |
Cavium | 0.3 | $6.5M | 208k | 31.21 | |
Demandware | 0.3 | $6.4M | 235k | 27.32 | |
eBay (EBAY) | 0.2 | $6.0M | 118k | 51.02 | |
Visa (V) | 0.2 | $5.9M | 39k | 151.58 | |
Workday Inc cl a (WDAY) | 0.2 | $6.0M | 111k | 54.50 | |
Amazon (AMZN) | 0.2 | $5.8M | 23k | 251.12 | |
Cutera (CUTR) | 0.2 | $5.7M | 639k | 9.00 | |
Boeing Company (BA) | 0.2 | $5.4M | 72k | 75.36 | |
Conn's (CONN) | 0.2 | $5.4M | 177k | 30.68 | |
MasterCard Incorporated (MA) | 0.2 | $5.3M | 11k | 491.32 | |
Arctic Cat | 0.2 | $5.2M | 157k | 33.39 | |
BioScrip | 0.2 | $5.3M | 494k | 10.77 | |
8x8 (EGHT) | 0.2 | $5.2M | 708k | 7.39 | |
Brightcove (BCOV) | 0.2 | $5.2M | 570k | 9.04 | |
Whole Foods Market | 0.2 | $5.0M | 55k | 91.33 | |
0.2 | $5.0M | 7.0k | 709.39 | ||
Precision Castparts | 0.2 | $5.1M | 27k | 189.42 | |
Equinix | 0.2 | $5.0M | 24k | 206.21 | |
Starbucks Corporation (SBUX) | 0.2 | $4.7M | 87k | 53.62 | |
priceline.com Incorporated | 0.2 | $4.6M | 7.5k | 621.26 | |
Select Comfort | 0.2 | $4.7M | 181k | 26.17 | |
athenahealth | 0.2 | $4.8M | 65k | 73.45 | |
VMware | 0.2 | $4.7M | 50k | 94.14 | |
BJ's Restaurants (BJRI) | 0.2 | $4.8M | 146k | 32.90 | |
Apple (AAPL) | 0.2 | $4.6M | 8.6k | 533.08 | |
Qualcomm (QCOM) | 0.2 | $4.5M | 73k | 62.02 | |
salesforce (CRM) | 0.2 | $4.5M | 27k | 168.11 | |
Broadcom Corporation | 0.2 | $4.4M | 132k | 33.21 | |
Syntel | 0.2 | $4.5M | 84k | 53.59 | |
Linkedin Corp | 0.2 | $4.6M | 40k | 114.81 | |
Michael Kors Holdings | 0.2 | $4.4M | 87k | 51.03 | |
Fleetmatics | 0.2 | $4.4M | 176k | 25.16 | |
Celgene Corporation | 0.2 | $4.1M | 52k | 78.73 | |
Rentrak Corporation | 0.2 | $4.0M | 207k | 19.49 | |
RigNet | 0.2 | $4.1M | 200k | 20.43 | |
Ralph Lauren Corp (RL) | 0.2 | $4.0M | 26k | 149.91 | |
Angie's List | 0.2 | $4.1M | 342k | 11.99 | |
Heritage-Crystal Clean | 0.2 | $3.7M | 249k | 15.01 | |
Moody's Corporation (MCO) | 0.1 | $3.7M | 73k | 50.32 | |
Novo Nordisk A/S (NVO) | 0.1 | $3.7M | 23k | 163.19 | |
American Woodmark Corporation (AMWD) | 0.1 | $3.5M | 127k | 27.82 | |
Spectranetics Corporation | 0.1 | $3.7M | 248k | 14.77 | |
Realogy Hldgs (HOUS) | 0.1 | $3.2M | 77k | 41.96 | |
Union Pacific Corporation (UNP) | 0.1 | $3.0M | 24k | 125.74 | |
EMC Corporation | 0.1 | $3.0M | 118k | 25.30 | |
Procera Networks | 0.1 | $3.1M | 168k | 18.55 | |
D Fluidigm Corp Del (LAB) | 0.1 | $3.1M | 218k | 14.31 | |
FedEx Corporation (FDX) | 0.1 | $2.9M | 31k | 91.73 | |
Alexion Pharmaceuticals | 0.1 | $3.0M | 32k | 93.80 | |
Manitex International (MNTX) | 0.1 | $2.8M | 388k | 7.14 | |
Gilead Sciences (GILD) | 0.1 | $2.7M | 37k | 73.46 | |
Humana (HUM) | 0.1 | $2.5M | 37k | 68.64 | |
Acquity | 0.1 | $2.6M | 341k | 7.71 | |
Facebook Inc cl a (META) | 0.1 | $2.1M | 81k | 26.63 | |
Costco Wholesale Corporation (COST) | 0.1 | $1.9M | 20k | 98.78 | |
Fluor Corporation (FLR) | 0.1 | $1.8M | 30k | 58.73 | |
Biogen Idec (BIIB) | 0.1 | $1.8M | 13k | 146.66 | |
Fastenal Company (FAST) | 0.1 | $1.8M | 39k | 46.70 | |
Paccar (PCAR) | 0.1 | $1.6M | 35k | 45.21 | |
Numerex | 0.1 | $1.6M | 124k | 13.14 | |
Teradata Corporation (TDC) | 0.1 | $1.3M | 21k | 61.91 | |
Tillys (TLYS) | 0.1 | $1.3M | 100k | 13.49 | |
Cerner Corporation | 0.1 | $1.3M | 16k | 77.64 | |
Intuitive Surgical (ISRG) | 0.1 | $1.2M | 2.5k | 490.24 | |
Tractor Supply Company (TSCO) | 0.0 | $589k | 6.7k | 88.41 | |
Chipotle Mexican Grill (CMG) | 0.0 | $527k | 1.8k | 297.24 | |
F5 Networks (FFIV) | 0.0 | $553k | 5.7k | 97.17 | |
Ansys (ANSS) | 0.0 | $19k | 284.00 | 66.90 | |
Red Hat | 0.0 | $30k | 567.00 | 52.91 | |
Panera Bread Company | 0.0 | $48k | 304.00 | 157.89 | |
Magnum Hunter Resources Wt | 0.0 | $2.2k | 73k | 0.03 |