Next Century Growth Investors as of June 30, 2013
Portfolio Holdings for Next Century Growth Investors
Next Century Growth Investors holds 172 positions in its portfolio as reported in the June 2013 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
CoStar (CSGP) | 2.8 | $88M | 680k | 129.07 | |
Portfolio Recovery Associates | 2.4 | $76M | 493k | 153.63 | |
stock | 2.4 | $76M | 1.6M | 46.36 | |
Servicenow (NOW) | 2.4 | $75M | 1.9M | 40.39 | |
Ultimate Software | 2.4 | $74M | 627k | 117.29 | |
Guidewire Software (GWRE) | 2.4 | $73M | 1.7M | 42.05 | |
Financial Engines | 2.3 | $71M | 1.6M | 45.59 | |
Advisory Board Company | 2.2 | $68M | 1.2M | 54.65 | |
NetSuite | 2.2 | $68M | 738k | 91.74 | |
Medidata Solutions | 2.1 | $65M | 842k | 77.45 | |
Infoblox | 2.0 | $62M | 2.1M | 29.26 | |
IPG Photonics Corporation (IPGP) | 2.0 | $62M | 1.0M | 60.73 | |
Chart Industries (GTLS) | 1.9 | $59M | 629k | 94.09 | |
Centene Corporation (CNC) | 1.8 | $56M | 1.1M | 52.46 | |
MasTec (MTZ) | 1.8 | $56M | 1.7M | 32.90 | |
Imperva | 1.7 | $54M | 1.2M | 45.04 | |
Chuys Hldgs (CHUY) | 1.7 | $52M | 1.3M | 38.34 | |
Old Dominion Freight Line (ODFL) | 1.6 | $50M | 1.2M | 41.62 | |
BE Aerospace | 1.6 | $49M | 783k | 63.08 | |
Cornerstone Ondemand | 1.5 | $46M | 1.1M | 43.29 | |
Meritage Homes Corporation (MTH) | 1.4 | $44M | 1.0M | 43.36 | |
Abiomed | 1.4 | $44M | 2.0M | 21.56 | |
Grand Canyon Education (LOPE) | 1.4 | $43M | 1.3M | 32.23 | |
Ryland | 1.4 | $42M | 1.0M | 40.10 | |
Concur Technologies | 1.3 | $42M | 514k | 81.38 | |
Angie's List | 1.3 | $42M | 1.6M | 26.55 | |
Fairway Group Holdings | 1.3 | $41M | 1.7M | 24.17 | |
Cynosure | 1.2 | $39M | 1.5M | 25.98 | |
Buffalo Wild Wings | 1.2 | $38M | 391k | 98.16 | |
H&E Equipment Services (HEES) | 1.2 | $37M | 1.8M | 21.07 | |
Annie's | 1.2 | $37M | 865k | 42.74 | |
Endologix | 1.1 | $36M | 2.7M | 13.28 | |
Lumber Liquidators Holdings (LL) | 1.1 | $34M | 440k | 77.87 | |
Dex (DXCM) | 1.1 | $33M | 1.5M | 22.45 | |
Stratasys (SSYS) | 0.9 | $29M | 344k | 83.74 | |
Tableau Software Inc Cl A | 0.9 | $29M | 514k | 55.42 | |
Kansas City Southern | 0.8 | $26M | 248k | 105.96 | |
Insulet Corporation (PODD) | 0.8 | $26M | 821k | 31.41 | |
SPS Commerce (SPSC) | 0.8 | $26M | 468k | 55.00 | |
HealthStream (HSTM) | 0.8 | $25M | 997k | 25.32 | |
Fresh Market | 0.8 | $25M | 510k | 49.72 | |
Tile Shop Hldgs (TTSH) | 0.8 | $25M | 876k | 28.96 | |
BioScrip | 0.8 | $25M | 1.5M | 16.50 | |
Under Armour (UAA) | 0.7 | $22M | 364k | 59.71 | |
NPS Pharmaceuticals | 0.7 | $22M | 1.4M | 15.10 | |
Homeaway | 0.7 | $22M | 678k | 32.34 | |
J.B. Hunt Transport Services (JBHT) | 0.7 | $21M | 296k | 72.24 | |
D Tumi Holdings | 0.6 | $19M | 777k | 24.00 | |
Trulia | 0.6 | $19M | 597k | 31.09 | |
Cepheid | 0.6 | $18M | 527k | 34.42 | |
Sourcefire | 0.6 | $18M | 323k | 55.55 | |
Catamaran | 0.6 | $18M | 367k | 48.72 | |
Shutterfly | 0.6 | $17M | 310k | 55.79 | |
Acadia Healthcare (ACHC) | 0.6 | $17M | 524k | 33.07 | |
D.R. Horton (DHI) | 0.6 | $17M | 812k | 21.28 | |
Conn's (CONN) | 0.6 | $17M | 331k | 51.76 | |
Aspen Technology | 0.6 | $17M | 596k | 28.79 | |
Hexcel Corporation (HXL) | 0.5 | $17M | 495k | 34.05 | |
OpenTable | 0.5 | $17M | 265k | 63.95 | |
Five Below (FIVE) | 0.5 | $17M | 454k | 36.76 | |
Astronics Corporation (ATRO) | 0.5 | $16M | 387k | 40.87 | |
Francescas Hldgs Corp | 0.5 | $16M | 574k | 27.79 | |
Chicago Bridge & Iron Company | 0.5 | $16M | 259k | 59.66 | |
Team Health Holdings | 0.5 | $16M | 382k | 41.07 | |
Proofpoint | 0.5 | $16M | 645k | 24.23 | |
Lennar Corporation (LEN) | 0.5 | $15M | 419k | 36.04 | |
ITC Holdings | 0.5 | $15M | 164k | 91.30 | |
Gogo (GOGO) | 0.5 | $15M | 1.0M | 13.97 | |
Noodles & Co (NDLS) | 0.5 | $14M | 393k | 36.75 | |
Workday Inc cl a (WDAY) | 0.4 | $14M | 211k | 64.09 | |
Rally Software Development | 0.4 | $13M | 539k | 24.82 | |
Encore Capital (ECPG) | 0.4 | $13M | 398k | 33.11 | |
Akorn | 0.4 | $12M | 915k | 13.52 | |
Geospace Technologies (GEOS) | 0.4 | $12M | 175k | 69.08 | |
inContact, Inc . | 0.4 | $12M | 1.5M | 8.22 | |
M/I Homes (MHO) | 0.4 | $11M | 495k | 22.96 | |
Qlik Technologies | 0.3 | $11M | 381k | 28.27 | |
Salix Pharmaceuticals | 0.3 | $11M | 162k | 66.15 | |
Fleetmatics | 0.3 | $11M | 317k | 33.23 | |
Shutterstock (SSTK) | 0.3 | $10M | 179k | 55.77 | |
Textura | 0.3 | $9.7M | 371k | 26.01 | |
NCI Building Systems | 0.3 | $9.5M | 620k | 15.29 | |
Graham Corporation (GHM) | 0.3 | $8.9M | 298k | 30.03 | |
Pandora Media | 0.3 | $9.1M | 494k | 18.40 | |
Yelp Inc cl a (YELP) | 0.3 | $8.9M | 256k | 34.77 | |
Channeladvisor | 0.3 | $8.7M | 554k | 15.73 | |
Marlin Business Services | 0.3 | $8.5M | 371k | 22.78 | |
Market Leader | 0.3 | $8.6M | 800k | 10.70 | |
Visa (V) | 0.3 | $8.0M | 44k | 182.75 | |
MasterCard Incorporated (MA) | 0.2 | $7.8M | 14k | 574.46 | |
Precision Castparts | 0.2 | $7.8M | 34k | 225.99 | |
priceline.com Incorporated | 0.2 | $7.9M | 9.5k | 827.07 | |
Stamps | 0.2 | $7.8M | 197k | 39.39 | |
Interactive Intelligence Group | 0.2 | $7.7M | 150k | 51.60 | |
Natural Grocers By Vitamin C (NGVC) | 0.2 | $7.9M | 256k | 31.00 | |
Boeing Company (BA) | 0.2 | $7.6M | 74k | 102.44 | |
Starbucks Corporation (SBUX) | 0.2 | $7.4M | 112k | 65.49 | |
Amazon (AMZN) | 0.2 | $7.6M | 27k | 277.66 | |
salesforce (CRM) | 0.2 | $7.6M | 200k | 38.18 | |
On Assignment | 0.2 | $7.6M | 284k | 26.72 | |
Ralph Lauren Corp (RL) | 0.2 | $7.5M | 43k | 173.74 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.2 | $7.3M | 73k | 100.16 | |
athenahealth | 0.2 | $7.1M | 84k | 84.72 | |
8x8 (EGHT) | 0.2 | $7.0M | 851k | 8.24 | |
Michael Kors Holdings | 0.2 | $7.0M | 114k | 62.01 | |
Qualys (QLYS) | 0.2 | $7.0M | 436k | 16.12 | |
Tri Pointe Homes (TPH) | 0.2 | $7.2M | 435k | 16.58 | |
0.2 | $6.8M | 7.7k | 880.31 | ||
Apogee Enterprises (APOG) | 0.2 | $6.9M | 289k | 24.00 | |
RigNet | 0.2 | $6.8M | 267k | 25.48 | |
Costco Wholesale Corporation (COST) | 0.2 | $6.6M | 60k | 110.56 | |
Union Pacific Corporation (UNP) | 0.2 | $6.5M | 42k | 154.28 | |
eBay (EBAY) | 0.2 | $6.6M | 128k | 51.72 | |
Virtusa Corporation | 0.2 | $6.4M | 291k | 22.16 | |
Cardiovascular Systems | 0.2 | $6.5M | 308k | 21.20 | |
Ints Intl | 0.2 | $6.5M | 301k | 21.53 | |
Palo Alto Networks (PANW) | 0.2 | $6.5M | 155k | 42.15 | |
Realogy Hldgs (HOUS) | 0.2 | $6.6M | 138k | 48.04 | |
Model N (MODN) | 0.2 | $6.7M | 286k | 23.36 | |
American Woodmark Corporation (AMWD) | 0.2 | $6.3M | 180k | 34.70 | |
Hovnanian Enterprises | 0.2 | $6.2M | 1.1M | 5.61 | |
Fastenal Company (FAST) | 0.2 | $5.8M | 127k | 45.85 | |
PROS Holdings (PRO) | 0.2 | $6.0M | 201k | 29.95 | |
Diversified Restaurant Holdi | 0.2 | $5.9M | 739k | 7.96 | |
Gilead Sciences (GILD) | 0.2 | $5.7M | 111k | 51.21 | |
Celgene Corporation | 0.2 | $5.7M | 48k | 116.90 | |
Novo Nordisk A/S (NVO) | 0.2 | $5.1M | 33k | 154.94 | |
Epam Systems (EPAM) | 0.2 | $5.2M | 192k | 27.18 | |
Las Vegas Sands (LVS) | 0.2 | $5.1M | 96k | 52.93 | |
Broadcom Corporation | 0.2 | $4.9M | 146k | 33.76 | |
Rentrak Corporation | 0.2 | $5.0M | 252k | 20.07 | |
D Fluidigm Corp Del (LAB) | 0.2 | $4.9M | 281k | 17.46 | |
Fiesta Restaurant | 0.2 | $4.8M | 141k | 34.39 | |
Fluor Corporation (FLR) | 0.1 | $4.8M | 81k | 59.31 | |
Servicesource | 0.1 | $4.6M | 495k | 9.32 | |
Cognizant Technology Solutions (CTSH) | 0.1 | $4.3M | 68k | 62.61 | |
Adobe Systems Incorporated (ADBE) | 0.1 | $4.4M | 96k | 45.55 | |
Paccar (PCAR) | 0.1 | $4.4M | 83k | 53.65 | |
Equinix | 0.1 | $4.3M | 23k | 184.69 | |
Spectranetics Corporation | 0.1 | $4.3M | 231k | 18.68 | |
Envestnet (ENV) | 0.1 | $4.3M | 176k | 24.60 | |
Body Central Acquisition Corporation | 0.1 | $4.4M | 333k | 13.32 | |
eGain Communications Corporation (EGAN) | 0.1 | $4.3M | 448k | 9.62 | |
Humana (HUM) | 0.1 | $4.2M | 49k | 84.38 | |
Chipotle Mexican Grill (CMG) | 0.1 | $4.0M | 11k | 364.31 | |
MiMedx (MDXG) | 0.1 | $4.1M | 587k | 7.06 | |
Move | 0.1 | $4.0M | 315k | 12.82 | |
Ligand Pharmaceuticals In (LGND) | 0.1 | $3.9M | 104k | 37.41 | |
Whole Foods Market | 0.1 | $3.1M | 61k | 51.47 | |
Netflix (NFLX) | 0.1 | $3.2M | 15k | 211.04 | |
Blackhawk Network Hldgs Inc cl a | 0.1 | $3.0M | 129k | 23.20 | |
Alexion Pharmaceuticals | 0.1 | $3.0M | 32k | 92.23 | |
FedEx Corporation (FDX) | 0.1 | $2.2M | 22k | 98.56 | |
Schlumberger (SLB) | 0.1 | $2.1M | 30k | 71.65 | |
Illumina (ILMN) | 0.1 | $2.2M | 29k | 74.82 | |
Linkedin Corp | 0.1 | $2.2M | 12k | 178.29 | |
Regeneron Pharmaceuticals (REGN) | 0.1 | $1.8M | 8.0k | 224.84 | |
Biogen Idec (BIIB) | 0.1 | $2.0M | 9.2k | 215.10 | |
2060000 Power Solutions International (PSIX) | 0.1 | $1.9M | 56k | 33.58 | |
Cyan | 0.1 | $1.9M | 179k | 10.45 | |
Marketo | 0.1 | $1.4M | 57k | 24.85 | |
Tractor Supply Company (TSCO) | 0.0 | $884k | 7.5k | 117.48 | |
Panera Bread Company | 0.0 | $658k | 3.5k | 185.67 | |
O'reilly Automotive (ORLY) | 0.0 | $613k | 5.4k | 112.56 | |
Qualcomm (QCOM) | 0.0 | $242k | 4.0k | 61.05 | |
Lululemon Athletica (LULU) | 0.0 | $217k | 3.3k | 65.34 | |
F5 Networks (FFIV) | 0.0 | $365k | 5.3k | 68.67 | |
American Tower Reit (AMT) | 0.0 | $214k | 2.9k | 72.96 | |
CarMax (KMX) | 0.0 | $45k | 986.00 | 45.64 | |
Kinder Morgan Mgmt Llc Frac Sh | 0.0 | $0 | 93k | 0.00 | |
Tripadvisor (TRIP) | 0.0 | $25k | 416.00 | 60.10 | |
Magnum Hunter Resources Wt | 0.0 | $9.3k | 71k | 0.13 |